0001620229-22-000002.txt : 20220106
0001620229-22-000002.hdr.sgml : 20220106
20220106090354
ACCESSION NUMBER: 0001620229-22-000002
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
PEREZ,NATHAN,DANIEL,
FILED AS OF DATE: 20220103
DATE AS OF CHANGE: 20220106
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: 22513754
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
Nate Perez
8009694382
nate@financedta.com
nate@financedta.com
N
Y
Nathan
Daniel
Perez
N
1
0001620229
David Taussig & Associates
12-15-2010
N
867-01160
LOCATED
12-15-2010
1302 Lincoln Avenue
Suite 204
San Jose
CA
95125
12-2010
David Taussig & Associates
San Jose
CA
95125
Y
N
Managing Director
11-2009
12-2010
Writer, self- employed
Boston
MA
02116
N
N
Writer, self-employed
10-2008
11-2009
Goodwin Procter LLP
Boston
MA
02210
N
N
Attorney
08-2005
08-2008
Harvard Law School
Cambridge
MA
02138
N
N
Student
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
01-03-2022
Nathan Perez
Chief Compliance Officer