0001623025-23-000007.txt : 20230608 0001623025-23-000007.hdr.sgml : 20230608 20230608145618 ACCESSION NUMBER: 0001623025-23-000007 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 RICH,JUSTIN,ROBERT, FILED AS OF DATE: 20230606 DATE AS OF CHANGE: 20230608 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04270 FILM NUMBER: 231001651 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/A 1 primary_doc.xml MA-I/A 0001623025 XXXXXXXX JUSTIN RICH 949-500-3432 jrich@coopstrategies.com jrich@coopstrategies.com edgar@halyardcompliance.com N 0001623025-20-000011 Y Justin Robert Rich N 1 0001623025 Cooperative Strategies, LLC 10-26-2020 N 867-01220 LOCATED SUPERVISED 10-26-2020 8955 RESEARCH DR IRVINE CA 92618 10-2020 Cooperative Strategies Irvine CA 92618 Y N Senior Director 03-2020 10-2020 Launch Development Finance Advisors Irvine CA 92618 N N Principal 02-2016 03-2020 KNN Public Finance, LLC Oakland CA 94612 Y N Municipal Advisor 01-2014 02-2016 Zions First National Bank/KNN Public Finance Oakland CA 94612 Y N Municipal Advisor 01-2008 01-2014 Dolinka Group Irvine CA 92618 Y N Associate Director Y 10-2019 Public Agency Finance Corporation ("PAFC") c/o KNN Public Finance 1300 Clay Street Suite 1000 Oakland CA 94612 N N Conduit (non-recourse to PAFC) lessor/lessee in financing lease or installment sale transactions by public agencies or 501(c)(3) corporations. Secretary (Board Member) 1 Coordinate document signing, maintain records, coordinate and process issuer applications to make use of PAFC services in their financings. Review and vote on approval of PAFC participation in issuer transactions and any other PAFC actions. 10-2017 Newport Harbor Baseball Association PMB 320, 1048 Irvine Ave. Newport CA 92660 N N Youth baseball organization Member, Board of Directors 5 Miscellaneous organizational duties to run youth baseball league 10-2020 Rich Advisory Group, Inc. 2139 Santa Ana Ave. Costa Mesa CA 92627 N N Consulting Services Owner 0 Inactive 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 06-06-2023 JUSTIN RICH Senior Director