Joseph Montesa
STATEMENT OF ECONOMIC I
COVER PAGE I I DEC 1 12007
Please type or print in ink A Public Document CITY CI S o FIC
NAME (LAST) (FIRST) (MIDDLE)
Montes Joseph M. ( 213 ) 236 -2736
MAILING ADDRESS STREET CITY STATE ZIP CODE OPTIONAL: FAX / E -MAIL ADDRESS
(May use business address)
BWS, 444 South Flower Street, St 2400 Los Angeles CA 90071
1 . Office, Agency, or Court
Name of Office, Agency, or Court:
Rosemead Community Development Commission
Division, Board, District, if applicable:
Your Position:
General Counsel
�+ If filing for multiple positions, list additional agency(ies)/
position(s): (Attach a separate sheet if necessary.)
Agency: City of Rosemead
Position: Special Cou n s el
2. Jurisdiction of Office (Check at least one box)
❑ State
❑ County of
® City of Rosemead
❑ Multi- County
F nthar
3. Type of Statement (Check at /east one box)
❑X Assuming Office /Initial Date: 28 / 07
❑ Annual: The period covered is January 1, 2006,
through December 31, 2006.
-or-
0 The period covered is /, through
December 31. 2006.
❑ Leaving Office Date Left: I
(Check one)
• The period covered is January 1, 2006, through
the date of leaving office.
-or-
0 The period covered is through
the date of leaving office.
❑ Candidate
4. Schedule Summary
• Total number of pages
including this cover page: 3
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 10% Ownership)
Schedule A -2 ❑ Yes - schedule attached
Investments (io% or greater Ownership)
Schedule B ❑ Yes - schedule attached
Real Property
Schedule C ® Yes - schedule attached
Income, Loans, & Business Positions (Income other than Gifts
and Tavel Payments)
Schedule D ❑ Yes - schedule attached
Income - Gifts
Schedule E ❑ Yes - schedule attached
Income - 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 :2-- ld U
(month, day, year)
Signature
(FI the mally sigp 7m with you ling Ilicial.)
FPPC Form 700 (2006/2007)
FPPC Toll -Free Helpline: 866 /ASK.FPPC
SCHEDULE A -1 CALIFORNIA FORm 700
Investments FAIR POLITICAL PRACTICES COMMISSION
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 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock
® Other Partnership
(Describe)
ENIIIY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUE
❑ $2,000 - W,000
❑ $100,001 - $1,000,000
NATURE OF INVESTMENT
❑ Stock
❑ Other
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
❑ Stack
❑ Other
IF APPLICABLE, LIST DATE:
___/ --- / 06 /__J O6
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
❑ Olher
(Describe)
IF APPLICABLE, LIST DATE:
ACQUIRED
DISPOSED
Comments:
IF APPLICABLE, LIST DATE:
__j__j 06 /_J 06
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:
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
IF APPLICABLE, LIST DATE
(Describe)
06
ACQUIRED DISPOSED
❑ $10,001 - $100,000
❑ Over $1,000,000
❑ $10,001 - $100,000
❑ Over $1,000,000
FPPC Form 700 (200612007) Sch. A -1
FPPC Toll -Free Helpline: 866/ASK -FPPC
SCHEDULE C
Income, Loans & Business
Positions
(Other than Gifts and Travel Payments)
NAME OF SOURCE OF INCOME
Burke, Williams & Sorensen LLP
ADDRESS
444 South Flower, Suite 2400 L.A. CA 90071
BUSINESS ACTIVITY, IFANY, OF SOURCE
Law Firm
YOUR BUSINESS POSITION
Partner
GROSS INCOME RECEIVED
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑X OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑X Salary ❑ Spouse's or registered domestic partner's income
❑ Loan repayment
❑ Sale of
(Property, car, boa(, etc.)
❑ Commission or ❑ Rental Income, lls(eachsoema 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 ❑ $1,001 - $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
❑ Sale of
(Property, car, boat, etc.)
❑ Commission or ❑ Renlal lnmme,Iistear soamao /S10,noowmom
❑ Other
> 2. 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
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $1,001 - $10,000
❑ $10,001 - $100,000
❑ OVER $100,000
Comments:
❑ Real Property
City
❑ Guarantor
❑ Other
FPPC Form 700 (200612007) Sch. C
FPPC Toll -Free HelPhne: 866 /ASK -FPPC