0001617379-14-000002.txt : 20140904 0001617379-14-000002.hdr.sgml : 20140904 20140904141529 ACCESSION NUMBER: 0001617379-14-000002 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20140821 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Annette Yee & Company, LLC CENTRAL INDEX KEY: 0001617379 IRS NUMBER: 000000000 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-02631 FILM NUMBER: 141082839 BUSINESS ADDRESS: STREET 1: 27205 MEADOWS ROAD CITY: CARMEL STATE: CA ZIP: 93923 BUSINESS PHONE: 831-626-4524 MAIL ADDRESS: STREET 1: 27205 MEADOWS ROAD CITY: CARMEL STATE: CA ZIP: 93923 MA-I 1 primary_doc.xml MA-I 0001617379 XXXXXXXX Kimberly McManus 973-618-9500 kmcmanus@alternativereg.com N Annette Tieu Ping Yee N 1 0001617379 Annette Yee & Company, LLC Annette Yee & Company 07-29-2011 N 08-21-2014 0001617379 LOCATED SUPERVISED 07-29-2011 Annette Yee Steck 07-2011 Annette Yee and Company, LLC CARMEL CA 93923 Y N President 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 1 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 1 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 Nonprofit 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 Masters of 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 - my husband's company which is also 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 08-21-2014 Kimberly McManus President of ARS