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 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 06-29-2022 Justin Rich CCO