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