Inactive

Riley John Rosebee

Montis Management

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Current Employers

Montis Management

Sedona, AZ • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-01-30

AZ RA
APPROVED

Since 2025-01-30

Branch Locations

Sedona, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Stocktwits	New York	NY	01/2024	03/2024
Pga Tour	Scottsdale	AZ	10/2022	10/2023
Osprey Funds	Fairfield	CT	05/2021	08/2022
Stocktwits	New York	NY	12/2019	06/2021
All Star Charts	Na	XX	09/2018	12/2019
Longboard Capital	Santa Monica	CA	05/2019	08/2019
Smb Capital	New York	NY	04/2018	08/2018
Atlas Capital	Scottsdale	AZ	11/2017	04/2018
Bayntree Wealth Advisors	Scottsdale	AZ	08/2017	10/2017
Chase Bank	Loveland	CO	06/2016	07/2017
Sedona Golf Resort	Sedona	AZ	02/2024	Present
Stocktwits	New York	NY	10/2023	Present
Godspeed	Sedona	AZ	01/2025	Present

01/2024 → 03/2024

Stocktwits

New York, NY
10/2022 → 10/2023

Pga Tour

Scottsdale, AZ
05/2021 → 08/2022

Osprey Funds

Fairfield, CT
12/2019 → 06/2021

Stocktwits

New York, NY
09/2018 → 12/2019

All Star Charts

Na, XX
05/2019 → 08/2019

Longboard Capital

Santa Monica, CA
04/2018 → 08/2018

Smb Capital

New York, NY
11/2017 → 04/2018

Atlas Capital

Scottsdale, AZ
08/2017 → 10/2017

Bayntree Wealth Advisors

Scottsdale, AZ
06/2016 → 07/2017

Chase Bank

Loveland, CO
02/2024 → Present

Sedona Golf Resort

Sedona, AZ
10/2023 → Present

Stocktwits

New York, NY
01/2025 → Present

Godspeed

Sedona, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-01

S65 Uniform Investment Adviser Law Examination

2024-04-01

View on SEC IAPD

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