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Joesph Montes IT-LOX(V CALIFORNIA FORM 700 STATEMENT OF ECONOMIC INTERESTS -- •,�rv. FAIR POLITICAL PRACTICES COMMISSION A PUBLIC DOCUMENT COVER PAGE Please type or print in ink. NAME OF FILER ILASTI (FIRST) (MIdo1)_ Montes Joseph M 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Rosemead Division, Hoard, Depadment, District,if applicable Your Postlio -P:sStni?City Attorney tv If Sling for multiple positions. 1st below or on an attachment_ (Do not use acronyms) Rosemead Successor AgencyPosition: f3General Counsel Agency2. Jurisdiction of Office (Check at least one box) El slate ❑Judge or Court Commissioner(Statewide Jurisdiction) ❑Multi-County _ — ❑County of I City of Rosemead - _ ❑Other 3. Type of Statement (Check at least one box) U Annual: The period covered is January 1 2016, through IJ Leaving Office: Date Left_/_ I_ December 31,2016. (Check one) or- iho period covered is 1 i , through 0 The period covered is January 1, 2016,through the date of December31. 2016. leaving office. -or- H Assuming Office: Date assumed 0 The period covered is L_ ,through the date of leaving office. ❑ Candidate: Election year and office sought, if different than Part 1'. -- 4. Schedule Summary (must complete) p Total number of pages including this cover page: 3 Schedules attached •• I] Schedule A-1 - Investments-schedule attached U Schedule C-Income, Loans, &Business Positions-schedule attached ❑ Schedule A-2- Investments—schedule attached ❑Schedule o-Incorrm—Gifts- schedule attached G Schedule B-Real Property-schedule attached ❑Schedule E-Income-Gifts- Travel Payments-schedule attached -o r- ❑ None - No reportable interests on any schedule 5. Verification MA'seN;AoAgens STFEET CITY STATE ZIP CODE 2u-mo+s orryeomndmoss aecummamaneee-vocrc crcumenp BWS.444 South Flower Street,Suite 2400 Los Angeles CA 91001 e1YlIN TELEPHONE NUMBER [-MA ADDRESS ( 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 undpr the laws of the State of California that the foregoing is true and correct. v Date Signed 54E r� � -7 Signature jjji putt day,year) I.e the()Hp?*sic dsrayn win your%s or tall FPPC Form 700(2016/2017) FPPC Advice Email:advice@fppc.ce.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. le NAME OF BUSINESS ENTITY t NAME OF BUSINESS ENTITY Burke, Williams 8 Sorensen LLP GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS Lawfirm FAIR MARKET VALUE FAIR MARKET VALUE • $2,000-$10000 , I$10001 -$100000 fI$2.000-$10,000 n $10,001 -5100 000 G$100.001 -$5,000.000 Over$1.000.000 ❑s100,001 -81.000,00E ❑ over$1.0 00 000 NATURE OF INVESTMENT NATURE OF INVESTMENT IL Stock n Other n Sloo n Other (Descibel (Describe) 5 Pannersiio O Income Received of$D-$499 n Partnersh.p 0 Income Received of$0-$499 •Income Received of$500 or More(Report on Scneene.C) O Income Received of$500 or More(Report on schedule CI IF APPLICABLE, LIST DATE'. IF APPLICABLE,LIST DATE: _/_/ 16 _/_/ 16 1 ) 16 IJ 16 ACQUIRED DISPOSED ACQUIRED DISPOSED le NAME OF BUSINESS ENTITY • NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE FAIR MARKET VALUE L $2,0oo-$10,000 n sI0,001 -$100,000 n 52 000-$10,000 ❑ $10,001 -$100,000 ❑ $100001 -$1000,000 ❑ Over$1.Noah ❑ $1 ao,oci 51,000,000 n Over$1.000000 NATURE OF INVESTMENT NATURE OF INVESTMENT ❑ Sac, Li Other n Slock n Other (e eel (Deschhe) n Pernership O Income Received of$0-$499 Li PaMership O Income Received of$0.$499 O Income Received of$500 or More(Report on Schedule O) C Income Received of$500 or More(Report on Schedule C) IF APPLICABLE, LIST DATE: IF APPLICABLE.LIST DATE. _5_5 16 _/_/ 16 _/_( 16 _/_/ 16 ACQUIRED DISPOSED ACQUIRED DISPOSED le NAME OF BUSINESS ENTITY • NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE FFA�IR MARKET VALUE ILi 50000-$10000 $10001 -$100000 LJ 52,000-$10000 n $10,001 -$100000 _I$100001 - 1000Dao iP Over$1,000,000 n$100001 -stamen n Over$1,009,000 NATURE OF INVESTMENT NATURE OF INVESTMENT n Stock ___._ _____.—_ n Stock Li Other (Dwmne) (Desmoe) ❑ Partnership O Income Received of$0-$499 n Partnership O Income Received of$0.$499 O Income Received of$500 or More(Report en scheeute CI O Income Received of$500 or More(Report on Schedule C) IF APPLICABLE, LIST GATE- IF APPLICABLE, LIST DATE: J� 16 jj 16 / 116 I J 16 ACQUIRED DISPOSED ACQUIRED DISPOSED Comments: FPPC Form 700(2016/2017)Sch.A-1 FPPC Advice Email:advice@fppc.ca.gav FPPC Toll-Free Helpline:866/275-3772 www.fppc.ca.gov SCHEDULE C CALIFORNIA FORM 700 Income, Loans, & Business FAIR POLITICAL PRACTICES COMMISSION Positions Name (Other than Gifts and Travel Payments) 1.INCOME RECEIVED • 1.INCOME RECEIVED NAME OF SOURCE OF INCOME NAME CF SOURCE OF INCOME Burke,Williams & Sorensen LLP -__ m ADDRESS(Business Address Acceptable) ADDRESS(eusess Address Acceptable) 444 South Flower Street, Suite 2400, LA 90071 BUSINESS ACTIVITY, IF ANY.of SOURCE BUSINESS ACTIVITY IF ANY,OF SOURCE Lawfirm YOUR BUSINESS POSITION YOUR BUSINESS POSITION Partner GROSS INCOME RECEIVED 0 No Income-Business Position Only GROSS INCOME RECEIVED E No Income•Business Position Only LJ ssoo-sloop ❑ stow -$l0000 ❑ ssao-sloop ❑stool -slo,000 ❑ $10,001 -sI00,000 0 OVER$100.000 ❑ $10,001-8100,000 ❑OVER$100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERAI ION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑ Spouse's or registered domestic partner's income L] Salary ❑ Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) (For self-employed use Schedule A-2.) I%f Partnership(Less than 10%ownership For 10%or greaier use ❑ Partnership(Less than 10%ownership. For 10%or greater use schedide A-2) Schedule A-2.1 ❑Sale of -, CJsale of ,neat property car r at.um, (Peat pmperv car a.err( Loan repayment ❑ Loan repayment C Commission or ❑ Renal Income,MI eam serve er$10.000 Of roam ❑ commission or LJ Renal Income,fist each Source or PO opo ormem mescrmal - - - (Dosmo i._ ❑ Other ❑ Other (Desrnbel (Desabel * 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(Monthsiears) % Ll None ADDRESS(Business Address Acceptable) SECURITY FOR LOAN BUSINESS ACTIVITY,IF ANY,OF LENDER L] None O Personal residence H Real Property HIGHEST BALANCE DURING REPORTING PERIOD .,reef address 5500-21,000 --- dry $1.001 .$10,000 ❑Guarantor ❑$10,001 -s1c0,o00 ❑OVER al 00oc0 H Other (Describe) Comments: FPPC Form 700(2016/2017)Sch.C FPPC Advice Email:advice@fppcca.gov FPPC Tall-Free Helpline:866/27S-3772 www.fppc.ca.gov