Joseph Montes RECEIVE')
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CALIFORNIA FORM 700 STATEMENT OF ECONOMIC INTERESTS ` MAR 2 (, aP
FAIR POLITICAL PRACTICES COMMISSION
A PUBLIC DOCUMENT COVER PAGE
Please type or print in ink
CITY CI EPX'S nI�'r ICE
MIDDC L(X ___..
NAME OF FILER 1�9i) (FIRST) ( �-
Montes Joseph M
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
City of Rosemead
D'ivsion. Board Department, D strict, it applicable Your Posiflon
Assistant City Attorney
. If Sling for multiple positions, list below or on an attachment (Do not use acronyms)
Agency. __ Position:
2. Jurisdiction of Office (Check at east one box)
E.State ❑Judge or Court Commissioner(Statewide Jurisdiction)
H MuIt-County _. _ -- ❑County of
7 Cy of Rosemead ❑Other
3. Type of Statement (Check at least one box)
7 Annual: The period covered is January 1, 2015,through ❑ Leaving Office: Date Left—J l
December 31. 2015. (Check one)
or-
The pared covered a . _, through 0 The period covered is January 1, 2015,through the date of
December 31 2015_ leaving office.
-or-
Assuming Office: Date assumed L J_ 0 The period covered is J. _ through
the date of leaving office.
Ti Candidate: Election year and office sought, if different than Part 1'.
4. Schedule Summary (must complete) . Total number of pages including this cover page:
Schedules attached
7 Schedule A-1 . Investments-schedule attached i7 Schedule C-Income,Loans, &Business Posiffons-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-
f i None - No reportable Interests on any schedule
5. Verification
MAIL c ADDRESS STREET CITY STATE ]iF CODE
ieas n� Agency o uarars�mmmeneee-versa
Document)
BWS 444 South First Street, Suite 2400 Los Angeles CA 90071
DAnMF LE_TwoYE'CORER E-MAIL ADDRESS
213 ) 236-2736 jmontes @bwslaw.com
I have used all reasonable diligence in preparing th)S statement. I have reviewed this statement and to the best of my knowledge the information contained
herein and in any attached sGVddles 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.
03/21/2016 /i
Date Signed _ _ — _ Signature
nrt wt',rea) L'Oc the N signed:Wo Lyon,Woo a RAO
FPPC Form 700(2015/2016)
FPPC Advice Email:advice @fppc.ca.gov
FPPC Toll-Free Helpline:866/275-3772 www.fppc.ca.gov
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 — --
of NAME OF BUSINESS ENTITY � NAME OF BUSINESS ENTITY
Burke, Williams & Sorensen, LLP
GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS
Law Firm
FAIR MARKET VALUE FAIR MARKET VAWE
❑ 52,000-$0000 ❑$10,001-$100,000 0$2,000-$10.000 ❑ mom -$100,090
g $100,00,-51,000.000 ❑over$1,000,000 ❑$100,001 -SI 000,000 H Over$1.000000
NATURE OF INVESTMENT NATURE OF INVESTMENT
fl Sack ❑Other — — ❑ Stock ❑Other — :eesaioe)
-
el
ni ParLVership O:ncorne Receved of$5-$499 ❑ °dnnarSMp O Income Received of$0$500 490
(;incolre Receved 0($500 Cr More iRepon ort Schedule C) 0 Income Received of 5500 dr More;Report on 5the0u'rs Cl
F APPLICABLE LIST DATE IF APPLICABLE LIST DATE.
/_ / 15 . .j / 15 / 15 L 16
"[POURED DISPOSED ACQUIRED DISPOSED
P NAME OF BUSINESS ENTITY I- NAME CF BUSINESS ENTITY
GENERAL DESCRIPTION OF ThIS BUSINESS GENERAL DESCRIPTION OF 1H15 BUSINESS
FAIR MARKET VALUE FAIR MARKET VALVE
i 1 52,000-510.000 0$10,001 -$100,000 0 52000-$10,000 0$10,001-$100,000
CI $100,001 -$1,000,000 ❑over$1,000.000 n mom -$1,000.000 ❑ over $1,000,000
NATURE OF INVESTMENT NATURE OF INVESTMENT
Stock ❑Other — ❑ Stock 0 Other _(Describe) (Describe)
D Pannershp 0 Income Receved of$0-$499 ❑ Pannershlp 0 Income Received of$0-$499
O Income Received or$500 or More(Heport on SaledaIe C) 0 I'come Received of 5500 or More(Hepon co Safed re 0)
1=APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:
—._(_15-. _/__15 _/_/ 15 _/_/ 15_
ACQUIRED DISPOSED ACQUIRED DISPOSED
NAVE OF BUSINESS ENTITY > NAME OF BUSINESS ENTITY
GENERAL DESORPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS
•
FAIR MARKET VALUE FAIR MARKET VALUE
0$2,000-$15.000 Li$10,001-$100000 0 $2000-$10,000 ❑I � $10,001-$100,000
❑ $100,001 -$1,000,000 ❑Over 31.000 LL
000 ❑$100,001-$1,000.000 over$1,000,000
NATURE OF INVESTMENT NATURE OF INVESTMENT
in Stock LI Other — E Stock 0 Other
(Desmbel (Descihel
O Pclnership 0 Income Received or$0-5499 ❑ PartnershiP O Income Received of 50-$499
O Income Received of$500 or More(Report off Schedule 0) 0 Income Received of$500 or More(Raps!on Schedule C/
IF APPI ICABLE, LIST DATE: IF APPLICABLE. LIST DATE:
J / 15 j / 15 - J_._ / 15._ _/_/ 15
ACQUIRED DISPOSED ACQUIRED DISPOSED
Comments: -__-
FPPC Form 700(2015/2016)5ch.A-1
FPPC Advice Email:advice@fppc.ca.gov
FPPC Toll-Free Helpline:866/275-3772 www.fppc.ca.gov
SCHEDULE C CALIFORNIA FORM 700
Income, Loans, & Business FAIR POLi1""RACTICES CO ""' ION
Positions Name
(Other than Gifts and Travel Payments)
!'1C INCOME RECEIVED I.INCOME RECEIVED
NAME OF SOURCE OF INCOME NAME OF SOURCE OF INCOME
Burke, Williams &Sorensen, LLP -
ADDRESS (Business Address Aceptable) ADDRESS(Business Address Acceptable)
444 South Flower Street, Suite 2400, L.A. CA 90071
BUSINESS ACTIVITY. IF ANY OF SOURCE BUSINESS ACTIVITY IF ANY OF SOURCE
Law Frm
YOUR BUSINESS POSITION YOUR BUSINESS POSITION
Partner
GROSS INCOME RECEIVED GROSS INCOME RECEIVED
❑ $500-$1.000 ❑181.001 •$10,000 $502 $1.000 ❑$+001 -$10,°30
r.
❑ 0.00 yr
1- $100,000 OVER 8100.000 ❑ sI0,0 01-8100,100 U OVER 5100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED
ElSalary ❑ Spouse's or registered domestic partner's income U Salary ❑ Spouse's or registered domestic parnera income
For self-employed use Schedule A-2) (For self-employed nse Schedule A-2)
PaMership(Less Iran IC%ownership.For 10%or greater use ❑ PaMership/Less Ihan 10%ownership. por 12%or greater use
Schedule A-7) Schedule A-2.)
U Sale or H Sale of
Real @nett a5 coat,pre) (Real Pr RRIR a..Cod(etc)
C Loan 'e.ayment ❑ Loan repayment
1 Commission or Rental Income.ran each source or dieoc0 or mop ❑ Commission Cr RemalIncome, Sal each source or$10,000 or more
0esaaee) - — roesme.)
❑Omer— _. _- ❑ Other-
(Deamme) (eambe)
` 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' INTEREST RATE TERM(Monitsfveap)
—% ❑None
ADDRESS (EUCrness Ad rase Acceplame)
SECURITY FOR LOAN
BUSINESS AC UVIIV..IF ANY OF LENDER U None U Personal rer,denLe
[�Real Proper-MT
HIGHEST BALANCE DURING REPORTING PERIOD saner address
U s600•51,000 ----
sw
U 51.001-$10.000
Guarantor.
U 810,00(-8100.000
I OVER $100000 ❑Other
IOeahbe)
Comments:
FPPC Form 700(2015/2016)56.C
FPPC Advice Email:advice @fppc.ca.gov
FPPC Toll-Free Helpline:866/275-3772 www.fppc.ce.gov