Westwood Advisory Services, Inc.

Texas
Registered In
11/06/1992
Incorp. Date

Company Summary

Westwood Advisory Services, Inc. at 3198 Parkwood Blvd APT 11076, Frisco, Tx 75034 lists Jeff S Lindsey and Thomas R Teague of Frisco, TX as associates.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic For-Profit Corporation
Status
In Existence
Registration Type
Domestic
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People

James B Hall Registered Agent
3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034
Jeff S Lindsey President
3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034
Thomas R Teague Chairman
3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034
Richard J Edwards Vice President
3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034
Richard J Edwards Director
3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034
Thomas R Teague Director
3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034
James B Hall Secretary
3198 PARKWOOD BLVD STE 11076, FRISCO, TX 75034

Map & Locations

3198 PARKWOOD BLVD APT 11076, FRISCO, TX 75034 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 California
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Person/City Match:James B Hall - Frisco, TX
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Westwood Residential Gp 64, Inc. Registered in Texas
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Westwood Residential Gp 69 LLC Registered in Texas
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Westwood Residential Gp 72 LLC Registered in Texas
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Westwood Residential Gp 76 LLC Registered in Texas
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Westwood Residential Spe 66, Inc. Registered in Texas
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Westwood Residential Spe 71, Inc. Registered in Texas
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Wrt Frisco LLC Registered in Texas
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Westwood Residential Two Company Registered in Texas
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Person/City Match:Jeff S Lindsey - Frisco, TX
Taylor Land Two Company Registered in Texas
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Frisco, TX View Report
Frisco, TX View Report
Westwood Residential Company Registered in Texas
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Westwood Residential Gp 32, Inc. Registered in Texas
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Westwood Residential Gp 36, Inc. Registered in Texas
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Westwood Residential Gp 58, Inc. Registered in Texas
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Westwood Residential Gp 63, Inc. Registered in Texas
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Westwood Residential Gp 73 LLC Registered in Texas
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Westwood Residential Gp 74 LLC Registered in Texas
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Person/City Match:Thomas R Teague - Frisco, TX
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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration
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