0001612429-22-000008.txt : 20220907 0001612429-22-000008.hdr.sgml : 20220907 20220907173308 ACCESSION NUMBER: 0001612429-22-000008 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 CHANG-KWEI,RACHEL,CHIEHYI, FILED AS OF DATE: 20220907 DATE AS OF CHANGE: 20220907 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fieldman, Rolapp & Associates, Inc. CENTRAL INDEX KEY: 0001612429 IRS NUMBER: 952920834 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-01551 FILM NUMBER: 221232016 BUSINESS ADDRESS: STREET 1: 19900 MACARTHUR BLVD. STREET 2: SUITE 1100 CITY: IRVINE STATE: CA ZIP: 92612 BUSINESS PHONE: 949-660-7300 MAIL ADDRESS: STREET 1: 19900 MACARTHUR BLVD. STREET 2: SUITE 1100 CITY: IRVINE STATE: CA ZIP: 92612 MA-I/A 1 primary_doc.xml MA-I/A 0001612429 XXXXXXXX Adam Bauer 49-660-7303 abauer@fieldman.com mseabrook@fieldman.com Y 0001612429-22-000007 N Rachel Chiehyi Chang-Kwei N 1 Fieldman, Rolapp & Associates, Inc. 02-03-2020 N 867-00175 LOCATED SUPERVISED 02-03-2020 19900 MACARTHUR BLVD STE 1100 IRVINE CA 92612 Rachel Chiehyi Chang 02-2020 Fieldman, Rolapp & Associates, Inc. IRVINE CA 92612 Y N Senior Vice President 07-2016 01-2020 Cooperative Strategies, LLC Irvine CA 92618 Y N Partner 01-2008 07-2016 Dolinka Group, LLC Irvine CA 92618 Y N Senior Director 04-2007 01-2008 David Taussig & Associates Newport Beach CA 92660 N N Senior Analyst 02-2006 04-2007 GE Capital Irvine CA 92614 N N Credit Analyst 09-2004 06-2006 Full-Time Education IRVINE CA 92697 N N Full-Time Education N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 09-07-2022 Adam Bauer Chief Compliance Officer