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Joe MontesIFORNIA FORM 700 STATEMENT OF • • M 'OLITICAL PRACTICES COMMISSION ' A PUBLIC DOCUMENT COVE2, ' Please type or print in ink. CITY CLERK'S OFFICE NAME OF FILER (LAST) (FIRST) : --- OIDDLEL —_.® Montes Joseph M 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Rosemead Division, Board, Department, District, if applicable Your Position Assistant City Attorney o. If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: Position: 2. Jurisdiction of Office (Check at least one box) ❑ State ❑ Multi- County © City of Rosemead ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other 3. Type of Statement (Check at least one box) © Annual: The period covered is January 1, 2014, through December 31, 2014. -or- The period covered is December 31, 2014, ❑ Assuming Office: Date assumed ❑ Candidate: Election year O The period covered is through the date of leaving office. and office sought, if different than Part 1: 4. Schedule Summary Check applicable schedules or "None." YJ Schedule A•1 • Investments — schedule attached ❑ Schedule A•2 . Investments — schedule attached ❑ Schedule B • Real Property — schedule attached ❑ Leaving Office: Date Left __J__J (Check one) through O The period covered is January 1, 2014, through the date of leaving office. iii Total number of pages including this cover page: 3 © Schedule C • Income, Loans, & Business Positions — schedule attached ❑ Schedule D • Income — Gifts — schedule attached ❑ Schedule E - Income — Gifts — Travel Payments — schedule attached -or. F None - No reportable interests on any schedule 5. Verification (Business or Agency Address Recommended - Public Document) BWS 444 South First Street, Suite 2400 Los Angeles CA 91001 DAYTIME TELEPHONE NUMBER E -MAIL ADDRESS ( 213 ) 236 -2736 Imontes(c)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. Date Signed 03/30/2015 Signature month, da ear ( y,y ) ( File (he onginallysignedsia ementwdhyour( ling oRcialJ FPPC Form 700(2014/2015) FPPC Advice Email: advice @fppc.ca.gov FPPC Tall -Free Helpline: 866/275 -3772 www.fppc.ca.gov SCHEDULE A -1 CALIF O. Investments FAIR POLITICAL PRACTICES COMMISSION Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10 %) Do not attach brokerage or financial statements. le O� NAME OF BUSINESS ENTITY Burke, Williams & Sorensen, LLP GENERAL DESCRIPTION OF THIS BUSINESS Law Firm FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - sirlox0 $100,001 - $1,000,000 ❑ Over $1,000,000 GENERAL DESCRIPTION OF THIS BUSINESS 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 01) Schedule C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS 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 (Report on Schedule C) IF APPLICABLE, LIST DATE: JJ 14 l —J 14 ACQUIRED DISPOSED P NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS 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 (Descdbe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: Jl 14 IJ 94 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 le NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS 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 (Descdbe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 1J 14 JJ 14 ACQUIRED DISPOSED t NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS 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 (Report on Schedule C) IF APPLICABLE, LIST DATE: J 1 1 4 l J 14 ACQUIRED DISPOSED FPPC Form 700 (2014/2015) Sch. A -1 FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 966 /275 -3772 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 South Flower Street, Suite 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 (For self - employed use Schedule A -2.) © Partnership (Less than 10% ownership. For 10% or greater use Schedule A -2 ❑ Sale of (Real p.rody, car, boat, etc.) ❑ Loan repayment ❑ Commission or ❑ Rental Income, list each source of $10,000 or more 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 (For self - employed use Schedule A -2) ❑ Partnership (Less than 10% ownership. For 10% or greater use Schedule A -2.) ❑ Sale of (Real property, car, boat, etc) ❑ Loan repayment ❑ Commission or ❑ Rental Income, list each source of $10,000 or more ❑ Other I I ❑ Other (Describe) (Describe) r �- • r 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 Street address City ❑ Guarantor ❑ Other FPPC Form 700(2014/2015) Sch.0 FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helaine: 866 /275 -3772 www.fppc.ca.gov