0001620229-21-000003.txt : 20210622 0001620229-21-000003.hdr.sgml : 20210622 20210622162105 ACCESSION NUMBER: 0001620229-21-000003 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 WEKWETE,KUDAKWASHE,NMN, FILED AS OF DATE: 20210622 DATE AS OF CHANGE: 20210622 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: 211035605 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 5102270409 nate@financedta.com nate@financedta.com N N Kudakwashe NMN Wekwete N 1 0001620229 David Taussig & Associates 10-01-2007 N 867-01160 LOCATED SUPERVISED 10-01-2007 5000 BIRCH STREET Suite 6000 NEWPORT BEACH CA 92660 Kuda NMN Wekwete 10-2007 David Taussig & Associates Newport Beach CA 92660 Y N Managing Director 12-2006 10-2007 unemployed New York NY 10044 N N unemployed 08-2006 12-2006 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 06-22-2021 Nathan Perez Chief Compliance Officer