0001620229-24-000002.txt : 20240329
0001620229-24-000002.hdr.sgml : 20240329
20240329082639
ACCESSION NUMBER: 0001620229-24-000002
CONFORMED SUBMISSION TYPE: MA-A
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240327
DATE AS OF CHANGE: 20240329
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: David Taussig & Associates
CENTRAL INDEX KEY: 0001620229
ORGANIZATION NAME:
IRS NUMBER: 330171945
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-A
SEC ACT: 1934 Act
SEC FILE NUMBER: 867-01160
FILM NUMBER: 24802099
BUSINESS ADDRESS:
STREET 1: 18201 VON KARMAN AVENUE
STREET 2: SUITE 220
CITY: IRVINE
STATE: CA
ZIP: 92612
BUSINESS PHONE: 949-955-1500
MAIL ADDRESS:
STREET 1: 18201 VON KARMAN AVENUE
STREET 2: SUITE 220
CITY: IRVINE
STATE: CA
ZIP: 92612
MA-A
1
primary_doc.xml
MA-A
0001620229
XXXXXXXX
Kuda Wekwete
9499551500
kuda@financedta.com
kuda@financedta.com
edna@financedta.com
david@financedta.com
12-31-2023
Y
David Taussig & Associates
DTA
33-0171945
866-01507-00
867-01160
18201 VON KARMAN AVENUE
SUITE 220
IRVINE
CA
92612
949-955-1500
Add
99 Almaden Boulevard, Suite 875
San Jose
CA
95113
800-969-4382
Add
3390 University Avenue, Suite 200
Riverside
CA
92501
800-969-4382
N
www.financedta.com
David
Oskar
Taussig
18201 VON KARMAN AVENUE
SUITE 220
IRVINE
CA
92660
800-969-4382
david@financedta.com
Kudakwashe
NMN
Wekwete
18201 VON KARMAN AVENUE
SUITE 220
IRVINE
CA
92612
800-969-4382
kuda@financedta.com
December
CA
05-15-1986
N
19
6
0
0
0
20
Municipal Entities
0
0
0
Not Applicable
Hourly Charges
Fixed Fees
Not Applicable
Advice Insurance Of MS
Y
California Public Finance, Economic Consulting
N
0
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
David
O
Taussig
President/ Chief Compliance Officer
05-15-1986
C
Y
000000000
Cecily
R
Burke
Secretary
05-15-1986
C
N
000000000
Kelly
Nicole
Wright
Chief Operating Officer
01-01-2020
NA
N
000000000
David
O
Taussig
President/ Chief Compliance Officer
05-15-1986
C
Y
000000000
Cecily
R
Burke
Secretary
05-15-1986
C
N
000000000
Amend
Kelly
Nicole
Wright
Chief Executive Officer
12-15-2023
NA
N
000000000
David Taussig
David Taussig
President
03-27-2024
N
N
Y
N
N
Y
N
Y
N
N
N
N
N
N
N
N
N
N
N
N
N