Joseph MontesSTATEMENT OF ECONOMIC
COVER PAGE
Please type or print in ink.
Montes
1. Office, Agency, or Court
(LAST)
Joseph
iJQ6C Rclt
MAR 2 9 2011
U
Agency Name
City of Rosemead
Division, Board, Department, District, if applicable Your Position
Assistant
► If filing for multiple positions, list below or on an attachment.
Agency: Rosemead Community Development Commission Position: Assistant General Counsel
2. Jurisdiction of Office (Check at least one box)
❑ State ❑ Judge (Statewide Jurisdiction)
❑ Multi-County ❑ County of
❑X City of Rosemead ❑ Other
3. Type of Statement (Check at least one box)
❑X Annual: The period covered is January 1, 2010, through December 31, ❑ Leaving Office: Date Left � J
2010. -or. (Check one)
The period covered is —J_l through December 31
2010.
❑ Assuming Office: Date — / —J—
❑ Candidate: Election Year
0 The period covered is January 1, 2010, through the date of
leaving office.
0 The period covered is ---J--J, through the date
of leaving office.
Office sought, if different than Part 1:
4. Schedule Summary
Check applicable schedules or "None." ► Total number of pages including this cover page:
X1 Schedule A -1 - Investments - schedule attached X❑ Schedule C - Income, Loans, & Business Positions - schedule attached
❑ Schedule A -2 - Investments - schedule attached ❑ Schedule D - Income - Gifts - schedule attached
❑ Schedule B - Real Property - schedule attached ❑ Schedule E - Income - Gifts - Travel Payments - schedule attached
-or-
F None - No reportable interests on any schedule
5. Verification
MAILING ADDRESS STREET CITY STATE ZIP CODE
(Business nr Agency Address Rewnvnended - Public Document)
BWS, 444 South Flower St, Suite 2400 Los Angeles CA 90071
( 213 ) 236 -2736 1 jmontes @bwslaw.com
I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowledge the information contained
herein and in any attached schedules is true and complete. I acknowledge this is a public document.
I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
Date Signed March 28, 2011 Signature
(m Ih, dart YW)
FPPC Form 700 (2010/2011)
FPPC Toll -Free Helpline: 8661276 -3772 www.fppc.ca.gov
SCHEDULE A -1
Investments
Stocks, Bonds, and Other Interests
(Ownership Interest is Less Than 10 %)
Do not attach brokerage or financial statements.
Burke, Williams & Sorensen LLP
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Law Firm
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑X $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
5( Partnership O Income Received of $0 - $499
® Income Received of $500 or More (Reran an Schedule C)
IF APPLICABLE, LIST DATE:
J---/ 10 --j--J
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $1o,00l - $1o0,0oo
❑ $100,001 - $1,000,000 ❑ Over $1,000,900
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
( Descnbe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
1_1 10 _J_J 10
ACQUIRED DISPOSED
Comments:
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stack ❑ Other
(Describe)
❑ Partnership O Income Received of $o - $ 499'
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Oesvibe)
❑ Partnership O Income Received of $0 - $499
O Income Received at $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
---/J 10 --J--J
ACQUIRED DISPOSED
► NAME OF BUSINESS ENI II1
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Slack ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or Mora (Report on Schedule C)
IF APPLICABLE, LIST DATE:
_J---/ 10 --J--J 10
ACQUIRED DISPOSED
FPPC Form 700 (2 01 012 011) Sch. A -1
FPPC Toll -Free Holpline: 8661276 -3772 w Jppc.ca.gov
SCHEDULE C
Income, Loans, & Business
Positions
(Other than Gifts and Travel Payments)
NAME OF SOURCE OF INCOME
Burke, Williams & Sorensen LLP
ADDRESS (Business Address Acceptable)
444 South Flower Street, Suite 2400, L.A. CA 90071
BUSINESS ACTIVITY, IF ANY, OF SOURCE
Law Firm
YOUR BUSINESS POSITION
Partner
GROSS INCOME RECEIVED
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 N OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑ Salary ❑ Spouses or registered domestic partner's income
❑ Loan repayment N Partnership
❑ Sale of
( Properfy car, boa( etcl
❑ Commission or ❑ Rental Income, fist each source or $10,000 or more
❑ Other
(Descdne)
NAME OF SOURCE OF INCOME
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF SOURCE
YOUR BUSINESS POSITION
GROSS INCOME RECEIVED
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑ OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑ Salary ❑ Spouse's or registered domestic partners income
❑ Loan repayment ❑ Partnership
❑ Sale of
(Property, car,, boat, efc)
❑ Commission or ❑ Rental Income, //a earn source or$10,000 at mare
❑ Other
LOANS r OR OUTSTANDING DURING THE REPORTING • •a
You are not required to report loans from commercial lending institutions, or any indebtedness created as part
of a retail installment or credit card transaction, made in the lender's regular course of business on terms
available to members of the public without regard to your official status. Personal loans and loans received
not in a lender's regular course of business must be disclosed as follows:
NAME OF LENDER'
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $1,001 - $10,000
❑ $10,001 - $100,000
❑ OVER $100,000
Comments:
INTEREST RATE TERM (Months/Yeam)
% ❑ None
SECURITY FOR LOAN
❑ None ❑ Personal residence
❑ Real Property
Cify
❑ Guarantor
❑ Other
(Describe)
FPPC Form 700 (2010/2011) Sch. C
FPPC Toll -Free Helpline: 866/275 -3772 w Jppc.ca.gov