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Joseph MontesSTATEMENT OF ECONOMIC COVER PAGE Please type or print in ink. NAME OF FILER lid t.. i m a d$ .ST Date eIc tze roe d CRcial Use O�ly (MIDDLE) Montes Jos 1. Office, Agency, or Court Agency Name City of Rosemead Division, Board, Department, District, if applicable Your Position Assistant City Attorney I. If fling for multiple positions, list below or on an attachment. Agency: Position: 2. Jurisdiction of Office (check at least one box) ❑ State ❑ Multi -County © City of Rosemead 3. Type of Statement (check at least one box) © Annual: The period covered is January 1, 2012, through December 31, 2012. -or- The period covered is _l —� , through December 31, 2012. ❑ Assuming Office: Date assumed ❑ Candidate: Election year ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other ❑ Leaving Office: Date Left (Check one) O The period covered is January 1, 2012, through the date of leaving office. O The period covered is — the date of leaving office. and office sought, if different than Part 1: through 4. Schedule Summary Check applicable schedules or "None." o. Total number of pages including this cover page: 3 I] Schedule A -1 - Investments - schedule attached © Schedule C - Income, Loans, & Business Positions - schedule attached ❑ Schedule A -2 - Investments - schedule attached ❑ Schedule D - Income - Gifts - schedule attached ❑ Schedule B - Real Property - schedule attached ❑ Schedule E - Income - Gifts - Travel Payments - schedule attached -or- ❑ None - No reportable interests on any schedule 5. Verif MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) BWS, 444 South First St. Suite 2400 Los Angeles CA 90071 ( 213 ) 236 -2736 jmontes @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 03/26/2013 - Signature '/ nd .//I� (month, dap year) (File th eodginal�igne iata.W y ,filing oKcia1.) FPPC Form 700 (201212013) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov SCHEDULE A -1 CALIFORNIA 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. ► 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 C 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) rO Partnership O Income Received or $0 - $499 #Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: -- /_J 12 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 Received of $0 - $499 O Income Received of $500 or More (Report on Schedule Q IF APPLICABLE, LIST DATE: / 12 12 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $ioo,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 (Rupert on Schedule C) IF APPLICABLE, LIST DATE: 12 12 ACQUIRED DISPOSED Comments: NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Repod on Schedule C) IF APPLICABLE, LIST DATE: --- __J__J 12 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 Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: -- _/ 12 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 Received of $0 - $499 O Income Received of $500 or More (Repod on Schedule C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED FPPC Form 700 (2012/2013) Sch. A1 FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 8661275 -3772 www.fppc.ca.gov SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME Burke, Williams & So rensen, LLP ADDRESS (Business Address Acceptable) 444 South Flower St., 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 ❑ Loan repayment ✓❑ Partnership ❑ Sale of (Real property, car, boat, elo) ❑ Commission or ❑ Rental Income, list each source of $10,000 or more ❑ 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 ❑ Partnership ❑ Sale of (Real property, car, boat, etc.) ❑ Commission or ❑ Rental Income; Ilst each source cf $10,000 or more ❑ Other ( Descnbe) 2. LOANS RECEIVED OR OUTSTANDING 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 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 INTEREST RATE TERM (Months /Years) ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property Streel address ❑ Guarantor ❑ Other (Describe) Comments: FPPC Form 700 (2012/2013) Sch. C FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275 -3772 www.fppc,ca.gov