0001614281-21-000012.txt : 20210726 0001614281-21-000012.hdr.sgml : 20210726 20210726114736 ACCESSION NUMBER: 0001614281-21-000012 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MCCULLOUGH,COREY,ELIZABETH, FILED AS OF DATE: 20210726 DATE AS OF CHANGE: 20210726 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-02083 FILM NUMBER: 211113068 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/A 1 primary_doc.xml MA-I/A 0001614281 XXXXXXXX Kenneth McManus 973-618-9508 kenmcmanus@alternativereg.com N N COREY ELIZABETH MCCULLOUGH N 1 0001614281 Montague DeRose & Associates, LLC 08-03-2020 N 867-00281 LOCATED SUPERVISED 08-03-2020 30700 RUSSELL RANCH ROAD SUITE 250 WESTLAKE VILLAGE CA 91362 08-2020 Montague DeRose and Associates WESTLAKE VILLAGE CA 91362 Y N Senior Vice President 07-2017 07-2020 AMGEN THOUSAND OAKS CA 91320 N N Business Development Senior Manager 09-2016 07-2017 UCLA Anderson School of Management LOS ANGELES CA 90095 N N Full Time Student MBA Program 06-2016 09-2016 AMGEN THOUSAND OAKS CA 91320 N N Finance Intern 09-2015 06-2016 UCLA Anderson School of Management LOS ANGELES CA 90095 N N Full Time Student MBA Program 10-2009 09-2015 Montague DeRose and Associates WESTLAKE VILLAGE CA 91361 Y N Vice President 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 07-26-2021 KIMBERLY MCMANUS PRESIDENT OF ARS