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