Westwood Advisory Services, Inc.

Arizona
Registered In
12/03/2007
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction

Company Summary

Westwood Advisory Services, Inc. at 2 E Congress ST STE 900-126, Tucson, Az 85701 lists Tom Teague and Richard Edwards of Frisco, TX as associates.

Registered In
Arizona
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Texas
Company Type
Foreign For-Profit (Business) Corporation
Status
Active
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Legalinc Corporate Service Inc Registered Agent
17470 N PACESETTER WAY, SCOTTSDALE, AZ 85255
Tom Teague President/CEO
3198 PARKWOOD BLVD # 11076, FRISCO, TX 75034
Richard Edwards Vice President
3198 PARKWOOD BLVD, FRISCO, TX 75034
Tom Teague Director
3198 PARKWOOD BLVD # 11076, FRICSO, TX 75034
Brad Hall Secretary
3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034
Tom Teague Shareholder
NOT REQUIRED, NOT REQUIRED XXXXX
2 E CONGRESS ST STE 900-126, TUCSON, AZ 85701 View Map
3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034 View Map

Financial Information for Westwood Advisory Services, Inc.

Form 5500

WESTWOOD ADVISORY SERVICES, INC

3198 Parkwood Blvd APT 11076, Frisco, Tx 75034 (972) 292-7627 EIN:75-2452594 Plan Admin:Jeff Edwards
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWESTWOOD ADVISORY SERVICES WRAP PLAN Plan #502 Participants BOY/EOY250 / 276 Assets BOY/EOY$0 / $0 2023 WESTWOOD ADVISORY SERVICES WRAP PLAN - Plan #502 250 / 276 $0 / $0
2022 Plan NameWESTWOOD ADVISORY SERVICES WRAP PLAN Plan #502 Participants BOY/EOY265 / 255 Assets BOY/EOY$0 / $0 2022 WESTWOOD ADVISORY SERVICES WRAP PLAN - Plan #502 265 / 255 $0 / $0
2021 Plan NameWESTWOOD ADVISORY SERVICES WRAP PLAN Plan #502 Participants BOY/EOY289 / 266 Assets BOY/EOY$0 / $0 2021 WESTWOOD ADVISORY SERVICES WRAP PLAN - Plan #502 289 / 266 $0 / $0
2020 Plan NameWESTWOOD ADVISORY SERVICES WRAP PLAN Plan #502 Participants BOY/EOY290 / 305 Assets BOY/EOY$0 / $0 2020 WESTWOOD ADVISORY SERVICES WRAP PLAN - Plan #502 290 / 305 $0 / $0
2019 Plan NameWESTWOOD ADVISORY SERVICES WRAP PLAN Plan #502 Participants BOY/EOY294 / 288 Assets BOY/EOY$0 / $0 2019 WESTWOOD ADVISORY SERVICES WRAP PLAN - Plan #502 294 / 288 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WESTWOOD ADVISORY SERVICES, INC.

3198 Parkwood Boulevard, #11076, FRISCO, TX 75034-9512 Industry:New Multifamily Housing Construction (except For-Sale Builders)
Loan Date Approved Forgiven Lender Jobs
04/04/2020 Approved$3,805,300 Forgiven$3,851,915 LenderCommerce Bank Jobs297 04/04/2020 $3,805,300 $3,851,915 Commerce Bank 297
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration
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