Westwood Advisory Services, Inc.

Beverly Hills, CA

California

Registered In

07/03/2003

Incorp. Date

Foreign

Registration Type

Texas

Foreign Jurisdiction

Company Summary

Westwood Advisory Services, Inc. at 9606 Santa Monica Blvd Ph, Beverly Hills, Ca 90210 lists Tom R Teague and James Bradley Hall of Frisco, TX.

Overview

Registered In

California

Incorporation Date

07/03/2003

Company Type

Stock Corporation - Out of State - Stock

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Texas

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People

Sandra Ryan Individual Agent	9606 SANTA MONICA BLVD PH, BEVERLY HILLS, CA 90210 (View Past Addresses)
Tom R Teague CEO	3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034
Tom R Teague Chief Financial Officer	3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034
James Bradley Hall Secretary	3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034

Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history

Map & Locations

9606 SANTA MONICA BLVD PH, BEVERLY HILLS, CA 90210 View Map
3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034 (Mailing) View Map

Financials

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.

Linked Companies

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Westwood Advisory Services, Inc. Registered in Arizona	Frisco, TX Scottsdale, AZ (1 more)	View Report
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Address Match:9606 Santa Monica Blvd Ph Beverly Hills, CA

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Person/City Match:Sandra Ryan - Beverly Hills, CA

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Person/City Match:James Bradley Hall - Frisco, TX

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration

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