0001623025-17-000002.txt : 20170111 0001623025-17-000002.hdr.sgml : 20170111 20170111113200 ACCESSION NUMBER: 0001623025-17-000002 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20170110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cooperative Strategies, LLC CENTRAL INDEX KEY: 0001623025 IRS NUMBER: 208903972 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04270 FILM NUMBER: 17522359 BUSINESS ADDRESS: STREET 1: 8955 RESEARCH DR CITY: IRVINE STATE: CA ZIP: 92618 BUSINESS PHONE: 9492508300 MAIL ADDRESS: STREET 1: 8955 RESEARCH DR CITY: IRVINE STATE: CA ZIP: 92618 FORMER COMPANY: FORMER CONFORMED NAME: Dolinka Group, LLC DATE OF NAME CHANGE: 20141022 MA-I/A 1 primary_doc.xml MA-I/A 0001623025 XXXXXXXX Rachel C. Chang-Kwei 9492508300 rchang@coopstrategies.com Y N Joy Leartanasan Lieu N 1 0001623025 Cooperative Strategies, LLC 07-01-2016 N 867-01220 LOCATED 07-01-2016 8955 RESEARCH DR IRVINE CA 92618 Joy Soojin Leartanasan 07-2016 Cooperative Strategies, LLC Irvine CA 92618 Y N Associate Director 03-2014 06-2016 Dolinka Group, LLC Irvine CA 92618 Y N Associate Director 11-2013 02-2014 Unemployed Diamond Bar CA 91765 N N Unemployed 10-2011 10-2013 Home Loan Enterprise Tustin CA 92780 N N Senior Mortgage Processor 09-2007 09-2011 University of California, Irvine Irvine CA 92697 N N Full-Time Education 09-2003 06-2007 Diamond Bar High School Diamond Bar CA 91765 N N Full-Time Education 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 01-10-2017 Rachel C. Chang-Kwei Chief Compliance Officer/Partner