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