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