JosephSTATEMENT OF
Please type or print in ink.
COVER
FEB 2 �, 20,11
NAME OF FILER (LAST) (FIRST) _ (MIDDLE)
Montes Joseph — M
1. Office, Agency, or Court
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: Deputy General Counsel
2. Jurisdiction of Office (check at feast one box)
❑ State ❑ Judge (Statewide Jurisdiction)
❑ Multi- County
❑X City of Rosemead
❑ County of
❑ Other
3. Type of Statement (Check at least one box)
❑ Annual: The period covered is January 1, 2010, through December 31,
2010. -or-
The period covered is __J__J through December 31,
2010.
❑X Assuming Office: Date 08) 31 1 10
❑ Candidate: Election Year
❑ Leaving Office: Date Left __J __J
(Check one)
O The period covered is January 1, 2010, through the date of
leaving office.
O The period covered is
of leaving office.
Office sought, If different than Part 1:
through the date
4. Schedule Summary
Check applicable schedules or "None."
❑X Schedule A -1 - Investments - schedule attached
❑ Schedule A -2 - Investments - schedule attached
❑ Schedule B - Real Property - schedule attached
❑X Schedule C • Income, Loans, 8 Business Positions - schedule attached
❑ Schedule D - Income - Gifts - schedule attached
❑ Schedule E - Income - Gifts - Travel Payments - schedule attached
-or-
❑ None - No reportable interests on any schedule
5. Verification
MAILING ADDRESS STREET cl lY SIAIE 41F UUUL
(Business crAgencyAddress Recommended - Public Document)
BWS, 444 South Flower St., Suite 2400 Los Angeles CA 90071
DAYTIME TELEPHONE NUMBER I E- MAILADDRESS
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.
----7 14�1 i1
Date Signed
► Total number of pages including this cover page: __2
Signature
Date Re
LC INTERESTS gMquu D
originally
FPPC Form 700 (201012011)
FPPC Toll -Free Helpline: 6661275 -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.
► NAME OF BUSINESS ENTITY
Burke, Williams & Sorensen LLP
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
► NAME OF BUSINESS ENTITY
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
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
(Describe)
® Partnership O Income Received of $0 - $499
® Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
__J__J 10 __J__J 10
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
(Describe)
❑ Partnership Q Income Received of $0 - $499
O Income Received of $500 or More (Repod on Schedule C)
IF APPLICABLE, LIST DATE:
_/_J 10
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,00o,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received or $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
Comments:
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 - $1o0,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Repod 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
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Repot on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
FPPC Form 700 (2 01 012 011) Sch. A -1
FPPC Toll -Free Helpline: 8661275 -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
❑ sting - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 0 OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑ Salary ❑ Spouse's or registered domestic partner's income
❑ Loan repayment ® Partnership
❑ Sale of
(Property, car, boat, etc.)
❑ Commission or ❑ Rental Income, list each source of $10,000 or more
❑ Other
(Describe)
NAME OF SOURCE OF INCOME
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF SOURCE
YOUR BUSINESS POSITION
GROSS INCOME RECEIVED
❑ $5oo - $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 partner's income
❑ Loan repayment ❑ Partnership
❑ Sale of
(Properly car, boat, etc.)
❑ Commission or ❑ Rental Income, list each source of $10,000 or more
❑ Other
L OANS RECEIVED OR OUTSTANDING DURING THE REPORTING PER
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/Years)
% ❑ None
SECURITY FOR LOAN
❑ None ❑ Personal residence
❑ Real Property
City
❑ Guarantor
❑ Other
(Describe)
FPPC Form 700 (2010/2011) Sch. C
FPPC Toll -Free Helpline: 8661275 -3772 w Jppc.ca.gov