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