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Joseph MontesSTATEMENT OF ECONOMIC i Please type or print in ink. COVER RAGE i I i A Public Document NAME (LAST) (FIRST) (MIDDLE) U l CE Montes Joseph Michael` - 8 P -060 MAILING ADDRESS STREET CITY STATE ZIP CODE OPTIONAL: E -M (Business Address Acceptable) BWS, 444 South Flower St. #2400 Los Angeles CA 90071 1 . Office, Agency, or Court Name of Office, Agency, or Court: City of Rosemead Division, Board, District, if applicable: Your Position: City Attorney ► If filing for multiple positions, list additional agency(ies)/ position(s): (Attach a separate sheet if necessary.) Agency: Rosemead CDC and Housing Authority Position: General Counsel 2. Jurisdiction of Office (check at feast one box) ❑ State ❑ County of ❑X City of Rosemead ❑ Multi- County ❑X Other Rosemead C DC and Housing Authority 3. Type of Statement (Check at feast one box) ❑ Assuming Office /Initial Date: ❑X Annual: The period covered is January 1, 2009, through December 31, 2009. -or- 0 The period covered is lI through December 31, 2009. ❑ Leaving Office Date Left: —J _J (Check one) O The period covered is January 1, 2009, through the date of leaving office. -or- 0 The period covered is through the date of leaving office. ❑ Candidate Election Year: 4. Schedule Summary ► Total number of pages 3 including this cover page: ► Check applicable schedules or "No reportable interests." I have disclosed interests on one or more of the attached schedules: Schedule A -1 © Yes - schedule attached Investments (Less than 10% Ownership) Schedule A -2 ❑ Yes - schedule attached Investments (10% or Greater Ownership) Schedule B ❑ Yes - schedule attached Real Property Schedule C ❑X Yes - schedule attached Income, Loans, & Business Positions prom. other than Girrs and Travel Paymenls) Schedule D ❑ Yes - schedule attached Income - Gifts Schedule E ❑ Yes - schedule attached Income - Gifts - Travel Payments -or- r_1 No reportable interests on any schedule 5. Verification 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. [certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date Signed — March 29, 2010 (mo d da � y , / ye � ar) / -� , ^ Signatur = N ��'�"✓7 (Fit he originally signed state ent with your filing afild.L ) FPPC Form 700 (200912010) FPPC Toll -Free Helpline: 6661ASK -FPPC www.fppc.ca.gov SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests Name (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 Law Firm FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 © $100,001 - $1,00,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ® Partnership O Income of $0 - $500 ® 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 - $100,0oo ❑ 5100,001 - $1.000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (De,v be) ❑ Partnership O Income of $0 - $50 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 09 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 of $0 - $500 O Income Received of $5D0 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED Comments: 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 —. -- _ (Docerbe) ❑ Partnership O Income of $0 - $500 O Income Received of $50D or More (Report on scneduie c) IF APPLICABLE, LIST DATE: 09 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE ❑ 52,000 - $10,000 ❑ $10,001 - $100,000 ❑ S100,001 - $1,000,00 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Dewnee) ❑ Partnership O Income of $0 - $500 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 ❑ $2.13D0 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1.000,000 ❑ over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other —_ —_ —— —_ (Describe) ❑ Partnership O Income of $0 - $500 O Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: _J_ 1 09 ACQUIRED DISPOSED FPPC Form 700 (2009/2010) Sch. A -1 FPPC Toll -Free Helpline: 866 /ASK -FPPC www.fppc.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 S. Flower St. #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 ❑ 510.001 - $100,000 0 OVER $100,000 CONSIDERAHON FOR WHICH INCOME WAS RECEIVED Q Salary ❑ Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Sale or (Prepeny, car, boat, elc) ❑ Commission or ❑ Rental Income, list each source of Sni" or move ❑ Other (Describe) 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 partner's income ❑ Loan repayment ❑ Sale of (Property, car, boa( e:e) ❑ Commission or ❑ Rental Income, list aacb source of sa000v or mme ❑ Other (Describe) �71 1 3 DURING THE REPORTING PERIOD 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 ❑ S500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,OD0 ❑ OVER $100,000 Comments: INTEREST RATE TERM (MonthstYears) % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Properly Slreel address city ❑ Guarantor ❑ Other (Describe) FPPC Form 70D (200912010) Sch. C FPPC Toil -Free Helpline: 866 /ASK -FPPC evww.rppc.ea.gov