0001623025-22-000004.txt : 20220630
0001623025-22-000004.hdr.sgml : 20220630
20220630140612
ACCESSION NUMBER: 0001623025-22-000004
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
BECKELHEIMER,JOHN,MCDONALD,
FILED AS OF DATE: 20220629
DATE AS OF CHANGE: 20220630
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: 221057488
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
Justin Rich
949-500-3432
JRich@coopstrategies.com
JRich@coopstrategies.com
brandon@halyardcompliance.com
N
N
john
McDonald
beckelheimer
N
1
0001623025
Cooperative Strategies, LLC
04-02-2018
N
867-01220
SUPERVISED
06-29-2022
8955 RESEARCH DR
IRVINE
CA
92618
LOCATED
04-02-2018
2855 Michelle Drive
Irvine
CA
92606
04-2011
Cooperative Strategies, LLC
IRVINE
CA
92606
Y
N
Associate Director
09-2017
04-2018
Intrepid Insurance Services
Newport Beach
CA
92660
N
N
Open Enrollment Coordinator
06-2014
09-2017
Autonation Toyota of Cerritos
Cerritos
CA
90703
N
N
Open Enrollment Coordinator
N
N
N
N
N
N
N
N
N
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N
N
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N
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N
N
N
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N
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N
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N
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06-29-2022
Justin Rich
CCO