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Joseph MontesSTATEMENT OF ECONOMIC INTE COVER PAGE 0 MAR 3 Q I I [�o9 II Please type or print in ink. A Public Document NAME (LAST) (FIRST) (MIDDLE) ' DAYTIME TUEPNONl' NUMBED'- Montes Joseph Michael p MAILING ADDRESS STREET CITY STATE ZIP CODE OPTIONAL: FAX / E -MAIL ADDRESS (May use business address) BWS, 444 South Flower St. #2400 Los Anqeles CA 90071 1 . Office, Agency, or Court Name of Office, Agency, or Court: City of Rosemead Division, Board, District, if applicable: Your Position: Interim 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 least one box) ❑ State ❑ County of ® City of Rosemead ❑ Multi- County © Other Rosemead CDC and Housing 3. Type of Statement (Check at least one box) ✓f�M CA © Assuming Office /lnitia Date: — 0 ® Annual: The period covered is January 1, 2008, through December 31, 2008. -or- 0 The period covered is __J__J, through December 31. 2008. ❑ Leaving Office Date Left: __J __J (Check one) O The period covered is January 1, 2008, through the date of leaving office. -or- 0 The period covered is __J —J, 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 X Yes - schedule attached Investments (Less than to% ownership) Schedule A -2 ❑ Yes - schedule attached Investments (to% or greater ownership) Schedule B ❑ Yes - schedule attached Real Property Schedule C X Yes - schedule attached Income, Loans, & Business Positions (Income Omer than Gifts and Travel Payments) Schedule D ❑ Yes - schedule attached Income - Gifts Schedule E ❑ Yes - schedule attached Income - Gifts - Travel Payments -or- F 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. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date Signed March 27, 2009 (month, day, year) Signature FPPC Forth 700 (200812009) FPPC Toll -Free Helpline: 866 /ASK -FPPC 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 ► NAME OF BUSINESS ENTITY Burke, Williams & Sorensen, LLP GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY Law Firm FAIR MARKET VALUE FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $ 100,000 $2,000 - $10,000 ❑ ❑ 1 - $100,000 ® $100,001 - $1,000,000 ❑ Over $1,000,000 ❑ $100,001 - $1,000,000 ❑ over Over $ $1,000,D00 NATURE OF INVESTMENT Stock NATURE OF INVESTMENT ❑ ❑ Stock ® Other Partner ❑ Other (Describe) (Describe) IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE: _J_/ 08 _J_j 0a ACQUIRED DISPOSED ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $100,001 - $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $1oo,o01 - $1,0oo,000 NATURE OF INVESTMENT ❑ Stock ❑ Other ❑ $10,001 - $100,000 ❑ Over $1,000,000 IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED Comments: ❑ $10,001 - $100,000 ❑ Over $1,000,000 FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $100,001 - $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED W NNMt Ur OUWNtb] tNIIIY GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $100,001 - $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Descbbe) IF APPLICABLE, LIST DATE: --J—J- JJ o8 ACQUIRED DISPOSED ❑ $10,00l - $loutio ❑ Over $1,000,000 ❑ $10,001 - $1oo,DDo ❑ Over $1,000,000 FPPC Form 700 (2008/2009) 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 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 - $1o,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, boar, etc.) ❑ Commission or ❑ Rental Income, list each source of $10,000 ar more ❑ Other (Describe) NAME OF SOURCE OF INCOME ADDRESS 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 (Pmperty car, boat es.) ❑ Commission or ❑ Rental Income, list each sauce of $10,000 or more ❑ Other L OANS r OR OUTSTANDING DURING THE REPORT PERI ' 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 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 Street adaress City ❑ Guarantor ❑ Other ( Descnbe) FPPC Form 700 (200812009) Sch. C FPPC Toll -Free Helpline: 866 /ASK -FPPC www.fppc.ca.gov