0001620229-23-000002.txt : 20230309 0001620229-23-000002.hdr.sgml : 20230309 20230309071344 ACCESSION NUMBER: 0001620229-23-000002 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 SEGURA,DONNA,LYNN, FILED AS OF DATE: 20230308 DATE AS OF CHANGE: 20230309 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: 23718158 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 Kuda Wekwete 9499551500 kuda@financedta.com mkaufman@alternativereg.com edna@financedta.com N 0001620229-16-000007 Y Donna Lynn Segura N 1 0001620229 David Taussig & Associates 07-10-2000 N 867-01160 SUPERVISED 07-10-2000 5000 BIRCH STREET Suite 6000 NEWPORT BEACH CA 92660 LOCATED 07-10-2000 5051 Canyon Crest Drive Suite 201A Riverside CA 92507 Donna Lynn Stewart 07-2000 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 Y N N N N 03-08-2023 David Taussig President/CEO