0001620229-16-000008.txt : 20161114 0001620229-16-000008.hdr.sgml : 20161111 20161114162902 ACCESSION NUMBER: 0001620229-16-000008 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20161114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: David Taussig & Associates CENTRAL INDEX KEY: 0001620229 IRS NUMBER: 330171945 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-04203 FILM NUMBER: 161995147 BUSINESS ADDRESS: STREET 1: 5000 BIRCH STREET SUITE 6000 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 BUSINESS PHONE: 949-955-1500 MAIL ADDRESS: STREET 1: 5000 BIRCH STREET SUITE 6000 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 MA-I 1 primary_doc.xml MA-I 0001620229 XXXXXXXX maria kaufman 9736189500 mkaufman@alternativereg.com mkaufman@alternativereg.com N N Jerry Chia-Chun Wen N 1 0001620229 David Taussig & Associates 01-01-2000 N 867-01160 LOCATED SUPERVISED 01-01-2000 5000 BIRCH STREET Suite 6000 NEWPORT BEACH CA 92660 Chia-Chun NMN Wen 01-2000 David Taussig & Associates Newport Beach CA 92660 Y N Vice President 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 11-14-2016 Kimberly McManus President of ARS