0001614281-24-000005.txt : 20240716 0001614281-24-000005.hdr.sgml : 20240716 20240716104841 ACCESSION NUMBER: 0001614281-24-000005 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: BERTOLI,DINO,VITALE, FILED AS OF DATE: 20240716 DATE AS OF CHANGE: 20240716 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Montague DeRose & Associates, LLC CENTRAL INDEX KEY: 0001614281 ORGANIZATION NAME: 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: 241118854 BUSINESS ADDRESS: STREET 1: 30700 RUSSELL RANCH ROAD STREET 2: SUITE 250 CITY: WESTLAKE VILLAGE STATE: CA ZIP: 91362 BUSINESS PHONE: 805-496-2211 MAIL ADDRESS: STREET 1: 30700 RUSSELL RANCH ROAD STREET 2: SUITE 250 CITY: WESTLAKE VILLAGE STATE: CA ZIP: 91362 MA-I 1 primary_doc.xml MA-I 0001614281 XXXXXXXX Kenneth McManus 973-618-9508 kenmcmanus@alternativereg.com kenmcmanus@alternativereg.com N N Dino Vitale Bertoli N 1 0001614281 Montague DeRose & Associates, LLC 05-20-2024 N 867-00281 LOCATED SUPERVISED 05-20-2024 2175 N. California Blvd Suite 422 WALNUT CREEK CA 94596 05-2024 Montague DeRose & Associates, LLC WALNUT CREEK CA 94596 Y N Analyst 10-2023 05-2024 SANTA CLARA UNIVERSITY SANTA CLARA CA 95050 N N Undergraduate Assistant 08-2022 10-2023 COGNIZANT TECHNOLOGY SOLUTIONS TEANECK NJ 07666 N N Software Engineer 03-2022 08-2022 UNEMPLOYED SANTA CLARA CA 95050 N N Unemployed 09-2021 03-2022 SANTA CLARA UNIVERSITY Santa Clara CA 95050 N N Undergraduate Assistant 06-2021 09-2021 Montague DeRose & Associates, LLC WALNUT CREEK CA 94596 Y N Intern 01-2021 06-2021 SUMMIT BICYCLES SANTA CLARA CA 95050 N N Sales Associate 09-2020 01-2021 SANTA CLARA UNIVERSITY SANTA CLARA CA 95050 N N Undergraduate Assistant 06-2020 09-2020 Montague DeRose & Associates, LLC WALNUT CREEK CA 94596 Y N Intern 09-2019 06-2020 SANTA CLARA UNIVERSITY SANTA CLARA CA 95050 N N Undergraduate Assistant 06-2019 09-2019 Montague DeRose & Associates, LLC WALNUT CREEK CA 94596 Y N Intern 09-2018 06-2019 SANTA CLARA UNIVERSITY SANTA CLARA CA 95050 N N Full-Time Student 06-2018 09-2018 UNEMPLOYED BRIONES CA 94553 N N Unemployed 09-2014 06-2018 ORINDA HIGH SCHOOL ORINDA CA 94563 N N Student 06-2014 09-2014 ORINDA ELEMENTARY SCHOOL ORINDA CA 94563 N N Student 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 07-16-2024 Kimberly McManus President, Alternative Regulatory Solutions, LLC