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