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