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