0001612430-16-000007.txt : 20161230
0001612430-16-000007.hdr.sgml : 20161230
20161230092552
ACCESSION NUMBER: 0001612430-16-000007
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20161229
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Fieldman Rolapp Financial Services, LLC
CENTRAL INDEX KEY: 0001612430
IRS NUMBER: 330825843
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-04301
FILM NUMBER: 162076461
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
0001612430
XXXXXXXX
Deanne M Coats
949-660-7326
dcoats@fieldman.com
dwiles@fieldman.com
mseabrook@fieldman.com
dcoats@fieldman.com
N
Y
Daniel
Lee
Wiles
004609110
Y
3
0001612430
Fieldman Rolapp Financial Services, LLC
08-01-2002
N
07-01-2014
0001612430
LOCATED
SUPERVISED
08-01-2002
19900 MACARTHUR BLVD.
SUITE 1100
IRVINE
CA
92612
0001612429
Fieldman, Rolapp & Associates, Inc.
08-01-2002
N
867-00175
LOCATED
SUPERVISED
08-01-2002
19900 MACARTHUR BLVD.
SUITE 1100
IRVINE
CA
92612
0001612595
Applied Best Practices, LLC
08-01-2002
N
07-02-2014
0001612595
LOCATED
SUPERVISED
08-01-2002
19900 MACARTHUR BLVD.
SUITE 1100
IRVINE
CA
92612
08-2002
Fieldman Rolapp Financial Services, LLC
Irvine
CA
92612
Y
Y
Principal and General Counsel
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
12-29-2016
Deanne Coats
Accounting Supervisor