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