0001623025-18-000010.txt : 20181221
0001623025-18-000010.hdr.sgml : 20181221
20181221165353
ACCESSION NUMBER: 0001623025-18-000010
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
BARNARD,ELIZABETH,ANNE,
FILED AS OF DATE: 20181221
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: 181250244
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
9492508300
rchang@coopstrategies.com
N
N
Elizabeth
Anne
Barnard
N
1
0001623025
Cooperative Strategies, LLC
10-29-2018
N
867-01220
LOCATED
10-29-2018
8955 RESEARCH DR
IRVINE
CA
92618
Beth
Anne
Barnard
10-2018
COOPERATIVE STRATEGIES LLC
IRVINE
CA
92618
Y
N
ASSOCIATE
09-2015
08-2018
THE SELECT GROUP
WALTHAM
MA
02451
N
N
DELIVERY MANAGER
05-2015
08-2015
EXTENDED TRAVEL
NEWPORT BEACH
CA
92663
N
N
EXTENDED TRAVEL
09-2014
05-2015
FULL-TIME EDUCATION
CHESTNUT HILL
MA
02467
N
N
FULL-TIME EDUCATION
06-2014
08-2014
VOLUNTEER
PHILADELPHIA
PA
19128
N
N
VOLUNTEER
09-2013
05-2014
FULL-TIME EDUCATION
CHESTNUT HILL
MA
02467
N
N
FULL-TIME EDUCATION
07-2013
08-2013
VOLUNTEER
DETROIT LAKES
ME
56501
N
N
VOLUNTEER
09-2012
06-2013
FULL-TIME EDUCATION
CHESTNUT HILL
MA
02467
N
N
FULL-TIME EDUCATION
06-2012
07-2012
VOLUNTEER
DETROIT LAKES
ME
56501
N
N
VOLUNTEER
08-2011
05-2012
FULL-TIME EDUCATION
CHESTNUT HILL
MA
02467
N
N
FULL-TIME EDUCATION
09-2007
06-2011
FULL-TIME EDUCATION
NEWPORT BEACH
CA
92663
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
12-21-2018
RACHEL CHANG-KWEI
PARTNER/CHIEF COMPLIANCE OFFICER