0001620229-20-000003.txt : 20201106
0001620229-20-000003.hdr.sgml : 20201106
20201106100916
ACCESSION NUMBER: 0001620229-20-000003
CONFORMED SUBMISSION TYPE: MA/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20201102
DATE AS OF CHANGE: 20201106
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 867-01160
FILM NUMBER: 201292823
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/A
1
primary_doc.xml
MA/A
0001620229
XXXXXXXX
Nathan Perez
415-962-1480
nate@financedta.com
nate@financedta.com
David Taussig & Associates
DTA
33-0171945
866-01507-00
867-01160
5000 BIRCH STREET SUITE 3000
NEWPORT BEACH
CA
92660
949-955-1500
Add
99 Almaden Boulevard, Suite 875
San Jose
CA
95113
800-969-4382
Add
3390 University Avenue, Suite 450
Riverside
CA
92501
800-969-4382
N
www.financedta.com
Nathan
Daniel
Perez
99 Almaden Boulevard, Suite 875
San Jose
CA
95113
800-969-4382
nate@financedta.com
December
CA
05-15-1986
N
29
9
0
0
0
15
Municipal Entities
0
0
0
Not Applicable
Hourly Charges
Fixed Fees
Not Applicable
Advice Insurance Of MS
Y
California Public Finance, Economic Consulting
N
0
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
David
O
Taussig
President
05-15-1986
C
Y
000000000
Cecily
R
Burke
Secretary
05-15-1986
C
N
000000000
David
O
Taussig
President
05-15-1986
C
Y
000000000
Cecily
R
Burke
Secretary
05-15-1986
C
N
000000000
Nathan D Perez
Nathan D Perez
CCO
11-02-2020
N
N
Y
N
N
Y
N
Y
N
N
N
N
N
N
N
N
N
N
N
N
N