0001623025-17-000009.txt : 20170308 0001623025-17-000009.hdr.sgml : 20170308 20170308123711 ACCESSION NUMBER: 0001623025-17-000009 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20170308 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 SEC ACT: 1934 Act SEC FILE NUMBER: 868-04270 FILM NUMBER: 17674509 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 1 primary_doc.xml MA-I 0001623025 XXXXXXXX Rachel Chang-Kwei 9492508366 rchang@coopstrategies.com N N DAVID DUANE LOPEZ 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 CLIENT MANAGER 01-2008 07-2016 DOLINKA GROUP, LLC IRVINE CA 92618 Y N ASSOCIATE DIRECTOR 11-2007 12-2007 David Taussig & Associates Newport Beach CA 92660 N N DIRECTOR 05-2007 11-2007 CASTLE TILE, INC. COSTA MESA CA 92627 N N SALES CONSULTANT 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 03-08-2017 RACHEL C. CHANG-KWEI CHIEF COMPLIANCE OFFICER/PARTNER