0001614281-22-000012.txt : 20220719
0001614281-22-000012.hdr.sgml : 20220719
20220719094137
ACCESSION NUMBER: 0001614281-22-000012
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
YEE,ANNETTE,TIEU PING,
FILED AS OF DATE: 20220718
DATE AS OF CHANGE: 20220719
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: 221090537
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/A
1
primary_doc.xml
MA-I/A
0001614281
XXXXXXXX
Kenneth McManus
973-618-9508
kenmcmanus@alternativereg.com
kenmcmanus@alternativereg.com
Y
0001614281-22-000009
N
Annette
Tieu Ping
Yee
N
1
0001614281
Montague DeRose & Associates, LLC
01-01-2017
N
867-00281
SUPERVISED
01-01-2017
30700 RUSSELL RANCH ROAD
SUITE 250
WESTLAKE VILLAGE
CA
91362
LOCATED
01-01-2017
Annette
Yee
Steck
01-2017
Montague DeRose & Associates, LLC
WESTLAKE VILLAGE
CA
91362
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
01-1994
Community Human Services
2560 Garden Road
Suite 201
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
Community Liaison and Finance Committee Chair
5
Run Finance Committee meeting and report to full Board
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
06-2022
Monterey County Office of Education
901 Blanco Circle
SALINAS
CA
93901
N
N
County Office of Education. Governmental. Work with schools and school districts in the County of Monterey
Trustee
3
Serve as a Governing Board Member. Work in conjunction with the County Superintendent to create policies for the education of County Office of Education students and for the oversight of schools and school districts in the County of Monterey.
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
07-18-2022
Kimberly McManus
President, Alternative Regulatory Solutions LLC