0001623025-17-000003.txt : 20170124 0001623025-17-000003.hdr.sgml : 20170124 20170124084621 ACCESSION NUMBER: 0001623025-17-000003 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20170123 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: 17542587 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 N Y Uyen Nicole Pham N 1 0001623025 Cooperative Strategies, LLC 07-01-2016 N 867-01220 LOCATED 07-01-2016 8955 RESEARCH DR IRVINE CA 92618 07-2016 Cooperative Strategies, LLC Irvine CA 92618 Y N Associate 10-2014 06-2016 Dolinka Group, LLC Irvine CA 92618 Y N Associate 10-2013 09-2014 Unemployed Aliso Viejo CA 92656 N N Unemployed 09-2012 09-2013 Alternity Investment Advisors and North American Trade Center Laguna Beach CA 92651 N Y Commodity Broker 04-2011 08-2012 Unemployed Aliso Viejo CA 92656 N N Unemployed 08-2009 03-2011 University of California, Irvine Irvine CA 92697 N N Full-Time Education 03-2008 06-2009 Saddleback Community College Mission Viejo CA 92692 N N Full-Time Education 08-2007 03-2008 Santa Monica Community College Santa Monica CA 90405 N N Full-Time Education 08-2004 06-2007 Aliso Niguel High School Aliso Viejo CA 92656 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 01-23-2017 Rachel C. Chang-Kwei Chief Compliance Officer/Partner