Joseph MontesSTATEMENT OF ECONOMIC
COVER PAGE
Please type or print in ink.
NAME (LAST)
Montes
MAILING ADDRESS STREET
(May use business address)
BWS, 444 South Flower St. #2400
(FIRST)
A Public Document
MAR 2 7 ?IlOA
BY
DAYTIME
Michael ( 213 ) 236 -0600
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:
Special Counsel
If filing for multiple positions, list additional agency(ies)/
position(s): (Attach a separate sheet if necessary.)
Agency: Rosemead Community Development Commis.
Position: General Counsel
2. Jurisdiction of Office (Cheek at least one box)
❑ State
❑ County of
❑x City of Rosemead
❑ Multi- County
❑x Other Rosemead CDC
3. Type
❑ Assuming Office /Initial
(Check at least one box)
Date:
x❑ Annual: The period covered is January 1, 2007,
through December 31, 2007.
-or-
0 The period covered is __J __J, through
December 31, 2007.
❑ Leaving Office Date Left:
(Check one)
O The period covered is January 1, 2007, through the
date of leaving office.
-or-
0 The period covered is —J� through
the date of leaving office.
❑ Candidate
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 0 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 (income Omer than Gins
and Travel Payments)
Schedule D ❑ Yes - schedule attached
Income - Gifts
Schedule E ❑ Yes - schedule attached
Income - Travel Payments
-or-
[_1 No reportable interests on any schedule
S. 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 25, 2008
(month, day, year)
Signature
(Fil Woriginally smig ned polemont with your filing official.)
FPPC Form 700 (200712008)
FPPC Toll -Free Helpline: 866 1ASK -FPPC
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
Law Firm
FAIR MARKET VALUE
❑ $2,000 - $10,000
Q $100,001 - $1,000,000
NATURE OF INVESTMENT
❑ Stock
Q Other Partner
(Describe)
IF APPLICABLE, LIST DATE'.
__j__j 07 ___/__j 07
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)
IF APPLICABLE, LIST DATE'.
_J —_J 07 07
ACQUIRED DISPOSED
> NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
$2,000 - $10,000
❑ $100,001 - $1,000,000
NATURE OF INVESTMENT
❑ Stock
❑ Other
❑ $10,001 - $100,000
❑ Over $1,000,000
(Describe)
IF APPLICABLE, LIST DATE:
1 07 07
ACQUIRED DISPOSED
Comments:
❑ $10,001 - $100,000
❑ Over $1,000,000
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
> NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $100,001 - $1,000,000
NATURE OF INVESTMENT
❑ Stock
❑ Other
❑ $10,001 - $100,000
❑ Over $1,000,000
(Describe)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
> NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $100,001 - $1,000,000
NATURE OF INVESTMENT
❑ Stock
❑ Other
❑ $10,001 - $100,000
❑ Over $1,000,000
(Describe)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
> NAME OF BUSINESS ENTITY
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
❑ $10,001 - $100,000
❑ Over $1,000,000
FPPC Form 700 (200712008) Sch. A -1
FPPC Toll -Free Helpline: 866 /ASK -FPPC
SCHEDULE C -
Income, Loans, & Business
Positions Name
(Other than Gifts and Travel Payments) Joseph Montes
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 - $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
(Properly, ca" boa[ etc.)
❑ Commission or ❑ Rental Income, list each source of $10,000 or more
❑ Other
NAME OF SOURCE OF INCOME
ADDRESS
BUSINESS ACTIVITY, IF ANY, OF SOURCE
YOUR BUSINESS POSITION
GROSS INCOME RECEIVED
❑ $500 - $1,000 ❑ $1,0o1 - $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
(Properly, car, boat, elcJ
❑ Commission or ❑ Rental Income, list each source of $to,000 or more
❑ Other
(Describe)
LOAN RECEIVED
* 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
INTEREST RATE TERM (Months/Years)
❑ None
SECURITY FOR LOAN
❑ None ❑ Personal residence
❑ Real Property
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $1,001 - $10,000
❑
❑ $10,001 - $100,000 Guarantor
❑ OVER $100,000
❑ Other —
Comments:
FPPC Form 700 (2007/2008) Sch. C
FPPC Toll -Free Helpline: 866 1ASK -FPPC