0001614281-17-000001.txt : 20170105 0001614281-17-000001.hdr.sgml : 20170105 20170105103251 ACCESSION NUMBER: 0001614281-17-000001 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20170103 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Montague DeRose & Associates, LLC CENTRAL INDEX KEY: 0001614281 IRS NUMBER: 954529722 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-02083 FILM NUMBER: 17509336 BUSINESS ADDRESS: STREET 1: 2801 TOWNSGATE ROAD STREET 2: SUITE 221 CITY: WESTLAKE VILLAGE STATE: CA ZIP: 91361 BUSINESS PHONE: 805-496-2211 MAIL ADDRESS: STREET 1: 2801 TOWNSGATE ROAD STREET 2: SUITE 221 CITY: WESTLAKE VILLAGE STATE: CA ZIP: 91361 MA-I 1 primary_doc.xml MA-I 0001614281 XXXXXXXX Maria Kaufman 973-618-9500 mkaufman@alternativereg.com mkaufman@alternativereg.com N N Annette Tieu Ping Yee N 1 0001614281 Montague DeRose & Associates, LLC 01-01-2017 N 867-00281 SUPERVISED 01-01-2017 2801 TOWNSGATE ROAD SUITE 221 WESTLAKE VILLAGE CA 91361 LOCATED 01-01-2017 Annette Yee Steck 01-2017 Montague DeRose & Associates, LLC WESTLAKE VILLAGE CA 91361 Y N Managing Director 07-2011 12-2016 ANNETTE YEE AND COMPANY, LLC CARMEL CA 93923 Y N President/ Owner 12-1996 07-2011 ANNETTE YEE AND COMPANY (SOLE PROPRIETORSHIP) CARMEL CA 93923 Y N President/ Owner Y 05-1990 Rental Property 27205 Meadows Road Carmel CA 93923 N N Landlord-Rental Property Owner of property with husband 2 maintaining / renting property 08-2005 Ventana Vintners, LLC and Ventana Property Holdings, LLC 2999 Monterey-Salinas Highway MONTEREY CA 93940 N N Winery and Vineyard Partner 2 Discussions- husband is a managing partner 12-1993 Carmel Unified School District 4380 Carmel Valley Road CARMEL CA 93923 N N School District School Board Member (elected) 10 Along with the rest of the school board, set the policies and direction of the school district and hire the Superintendent 01-1994 Community Human Services no physical address MONTEREY CA 93942 N N Joint Powers Authority/ Non-Profit providing affordable mental health and substance abuse counseling and recovery services to the residents of Monterey County Board Member and Finance Committee Chair 4 Along with the rest of the JPA Board (which is made up of representatives from local school districts and cities), set the policies and direction of the JPA/ Non-Profit and hire the Chief Executive Officer 03-2005 California School Boards Association 3251 Beacon Boulevard W. SACRAMENTO CA 95691 N N non-profit education association representing the elected officials who govern public school districts and county offices of education. instructor in Masters of Governance Program 6 Instructor of school board members in Master Governance Program for both the School District Finance and Collective Bargaining modules 08-1998 Loren Steck & Associates 27205 Meadows Road CARMEL CA 93923 N N Psychologist, entertainment research NONE- husband's company which is located in our private residence 0 NONE-husband's business 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 01-03-2017 Kimberly McManus President of ARS