Company Name:
WESTWOOD WEALTH MANAGEMENT
Alternative Name:
WESTWOOD ADVISORS, L.L.C
Address:
SUITE 1200, 200 CRESCENT COURT, DALLAS TX 75201
CRD Number:
132162
SEC Number:
801-63410
Financial Regulator:
SEC/ FINRA
Website:
http://www.westwoodfunds.com
Registration started
Ended
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 1576968
MICHAEL MCCARTHY
started on 2004-09-14
CDR: 1243189
MICHAEL KARSTENS
started on 2004-10-18
CDR: 1568097
ANDREA MCMAHON
ANDREA P MCMAHON ANDREA STUDT
started on 2004-09-14
CDR: 1576967
RICHARD JARVIS
started on 2004-08-23
CDR: 4382824
SUSAN BURKHARD
SUSAN MAUREEN HOEFER SUSAN MAUREEN STEJSKAL
started on 2004-09-14
CDR: 4557060
JASON HILEY
started on 2004-09-10
CDR: 4591916
DARREN OBRECHT
started on 2004-10-18
CDR: 5036285
STACIE GIDDINGS
STACIE LYNN Giddings STACIE LYNN PETERSON STACIE LYNN SCHERVEN
started on 2005-10-21
CDR: 829169
RODNEY CERNY
ROD CERNY
started on 2006-11-30
CDR: 1243189
MICHAEL KARSTENS
ended on 2006-01-10
CDR: 4557060
JASON HILEY
ended on 2006-01-10
CDR: 4591916
DARREN OBRECHT
ended on 2006-01-10
CDR: 5036285
STACIE GIDDINGS
STACIE LYNN Giddings STACIE LYNN PETERSON STACIE LYNN SCHERVEN
ended on 2006-01-10
CDR: 829169
RODNEY CERNY
ROD CERNY
ended on 2011-03-23
CDR: 1568097
ANDREA MCMAHON
ANDREA P MCMAHON ANDREA STUDT
ended on 2013-11-05
CDR: 1576967
RICHARD JARVIS
ended on 2015-01-12
CDR: 2624067
GREGORY BALLEW
GREGG BALLEW GREGORY BALLEW
started on 2016-11-22
CDR: 3118712
NICHOLAS ENGLISH
started on 2017-02-28
CDR: 2689734
DONALD ROBERTS
DONNIE ROBERTS
started on 2017-11-17
CDR: 2905737
Kristie Konstans
Kristie Ann Barrett KRISTIE BARRETT LEATHERBERRY
started on 2017-08-11
CDR: 1262411
THOMAS WILLIAMS
Tom Williams
started on 2017-11-17
CDR: 2213299
LEAH BENNETT
LEAH R BENNETT LEAH REBECCA FRIDAY
started on 2017-07-26
CDR: 6863674
Michael Meadows
Michael Meadows
started on 2018-08-16
CDR: 6907725
Allen Lewis
started on 2018-02-07
CDR: 6919056
Michael Reid
started on 2018-03-07
CDR: 3116222
MARK WALSH
started on 2018-07-05
CDR: 7021552
Shelitha Smodic
Shelitha Domonique Ferraro Shelitha Domonique Smodic Mrs.
started on 2018-10-09
CDR: 6877251
Brian Tully
started on 2018-03-06
CDR: 3138999
JOHN BRAINERD
MARTY BRAINERD
started on 2018-03-19
CDR: 1968164
CHRISTOPHER MACDONALD
started on 2018-01-03
CDR: 4382824
SUSAN BURKHARD
SUSAN MAUREEN HOEFER SUSAN MAUREEN STEJSKAL
ended on 2018-01-22
CDR: 2141494
JACQUELINE FINLEY
JACKIE FINLEY JACKIE WHITE JACQUELINE LEIGH WHITE
started on 2019-06-05
CDR: 6907725
Allen Lewis
ended on 2019-04-16
CDR: 1576968
MICHAEL MCCARTHY
ended on 2019-04-16
CDR: 6919056
Michael Reid
ended on 2019-10-29
CDR: 3116222
MARK WALSH
ended on 2019-04-16
CDR: 2905737
Kristie Konstans
Kristie Ann Barrett KRISTIE BARRETT LEATHERBERRY
ended on 2019-04-16
CDR: 6877251
Brian Tully
ended on 2019-04-16
CDR: 1968164
CHRISTOPHER MACDONALD
ended on 2019-04-16
CDR: 6166949
RHONDA BULLOCK
MICHELLE BULLOCK MICHELLE WILSON RHONDA MICHELLE WILSON
started on 2020-12-15
CDR: 7219991
Justin Mourning
started on 2020-05-07
CDR: 3139075
LAUREN LINDSAY
LAUREN BARNES GADKOWSKI
started on 2020-02-04
CDR: 2624067
GREGORY BALLEW
GREGG BALLEW GREGORY BALLEW
ended on 2020-12-18
CDR: 3118712
NICHOLAS ENGLISH
ended on 2020-01-16
CDR: 1262411
THOMAS WILLIAMS
Tom Williams
ended on 2020-02-24
CDR: 3139075
LAUREN LINDSAY
LAUREN BARNES GADKOWSKI
ended on 2020-12-18
CDR: 1689305
TERRY BENEKE
started on 2021-03-15
CDR: 4033066
THOMAS CAYWOOD
started on 2021-03-31



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