0001623025-18-000003.txt : 20180418 0001623025-18-000003.hdr.sgml : 20180418 20180418083331 ACCESSION NUMBER: 0001623025-18-000003 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20180417 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: 18760276 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 Stephen Andrew Montgomery N 1 0001623025 Cooperative Strategies, LLC 04-17-2018 N 867-01220 LOCATED 04-17-2018 8955 RESEARCH DR IRVINE CA 92618 04-2018 Cooperative Strategies, LLC Irvine CA 92618 Y N Associate 06-2017 03-2018 Unemployed Mission Viejo CA 92692 N N Unemployed 06-2016 06-2017 Full-Time Education Santa Clara CA 95053 N N Full-Time Education 06-2016 08-2016 PricewaterhouseCoopers San Jose CA 95110 N Y Valuation Intern 09-2013 06-2016 Full-Time Education Santa Clara CA 95053 N N Full-Time Education 04-2007 09-2013 Full-Time Education Mission Viejo CA 92692 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 04-17-2018 Rachel Chang-Kwei Chief Compliance Officer/Partner