0001620229-20-000002.txt : 20201006 0001620229-20-000002.hdr.sgml : 20201006 20201006104443 ACCESSION NUMBER: 0001620229-20-000002 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 FU,WENJIE,NMN, FILED AS OF DATE: 20201005 DATE AS OF CHANGE: 20201006 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04203 FILM NUMBER: 201225872 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/A 1 primary_doc.xml MA-I/A 0001620229 XXXXXXXX Nathan Perez 8009694382 nate@financedta.com nate@financedta.com N Y Wenjie NMN Fu N 1 0001620229 David Taussig & Associates 04-08-2016 N 867-01160 SUPERVISED 04-08-2016 5000 BIRCH STREET SUITE 6000 NEWPORT BEACH CA 92660 LOCATED 11-12-2019 99 Almaden Blvd, Suite 875 San Jose CA 95113 04-2016 David Taussig and Associates, Inc. San Jose CA 95113 Y N Manager 02-2016 04-2016 Robert Half - Presidio Trust San Francisco CA 94129 N Y Analyst 08-2015 02-2016 Unemployed Champaign IL 61820 N N Unemployed 05-2015 08-2015 Motorola Mobility, Inc. Chicago IL 60606 N N Corporate Finance Intern 05-2014 05-2015 University of Illinois at Urbana-Champaign Champaign IL 61820 N N Full Time Education 09-2013 03-2014 Founder Institute - Makersmatch (Mixter) San Francisco CA 94107 N N Self-Employed, Co-Founder 08-2009 09-2013 University of Illinois at Urbana-Champaign Champaign IL 61820 N N Full Time Education 08-2005 06-2009 Naperville Central Naperville IL 60540 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 10-05-2020 Nathan D. Perez Chief Compliance Officer