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Joseph Montes E.CEIVE5 ['Tr:64 66sE1a AD Date Initial 61,ng 61,nF ived CALIFORNIA FORM 700 STATEMENT OF ECONOMIC INTERESTS 4 ` FAIR POLITICAL PRACTICES commission bll C.t. .JF HCE A PUBLIC DOCUMENT COVER PAGE Please toe or print Ie Inle NAME DE FILER (LAST) [FIRST) (MIDDLE) Montes Joseph M. 1. Office, Agency, or Court Agency Name (Co not use acronyms) City of Rosemead _Division, Board, Depeibrent,District,if applicable your Position Assistant City Attorney II filing ler multiple positions, list below or on an attachment. (Do not use acronyms) Rosemead Successor Agency Position'. Deputy General Counsel Agercy: 2. Jurisdiction of Office (Check at least one box) G Stale ❑Judge or Doug Commissioner(Statewide Jwlsdition) ❑Mul:i-County. - _ H County of - - C'y of Rosemead - ❑Other - - 3. Type of Statement (Chock at bast one box) ,Lx1 Annual: The period covered is January 1, 2017,through 0 Leaving Office: Date Lett- J December 31,2017. (Check one) 0 The period covered is January 1,2317,through the date of Dec period covered is J through, leaving office. December 311,,2017. -ory 0 The period covered Is�— �— through Li Assuming Office: Date assumed _/� the dale of leaving office_ 0 Candidate: Date of Election— and office sought,if different than Pal 1: - --4. Schedule Summary (must complete) . Total number of pages including this cover page: 3 Schedules attached • Schedule A-1 -Investments-schedule attached Schedule C-Income, Loans, &Business Positions-schedule attached ❑ Schedule A-2-Investments-schedule attached ❑Schedule 0-Income-Gifts-schedule attached ❑ Schedule B-Foal Properly-schedule attached i]Schedule E!income-Gifts-Travel Payments-schedule attached -or- 0 None- No repodabfe interests on any schedule _ 5. Verification MAL NC ADDRESS STREET CITY - STATE ZIP CODE 13uaL,ea wlyx2y AQem:s Recmunenaod-Puh'k 0.rcunrent; 444 S. Flower Street, Suite 2400 Los Angeles CA 90071 DAYTIME TELEPHONE NUMBER [-MAIL ADDRESS ( 213 ) 236-2736 jmantes©bwslaw.com I have used al re son 'ole diligence in preparing this statement I have reviewed:his statement and to the best of my knowledge the hformation contained herein!and in any attached ed schedules' true and complete. I acknowledge this ipublic document. I certify under penalty of perjury under))the laws of the State of California that the foregoing is true and correct. Date Signed 7/2 C/707 Signature-_6�i �rIli Ane - IFeDaenvin.slnnedet- anent T year lent/ cit) ry�m.m an veNl FPPC Form 700(2017/2015) FPPC Advice Email:advice@fppc.aa.gov FPPC Toll-Free Helpline:8b6/275-3712 www.Fppa.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%) Joseph M. Montes Oo not attach brokerage or financial statements. . NAME OF BUSINESS ENTITY . NAME OF BUSINESS ENTITY Burke,Williams 8 Sorensen, LLP GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS Law firm. __ - FAIR IAARKFT VALUE FAIR MARKET VALUE U 32000-310.000 0 s'.o.001 -$100.000 ❑52,000-$10,000 ❑$19001-slot)000 H 3100 001-51 000,000 U Over$1,000,000 ❑$100,001-31000,000 LI over SI,003.1)00 N,:TJRE OF INVESTMENT NATURE OF INVESTMENT U Sock ❑other_ ❑ Slack ❑Other (Des n • Partnership O Income Received of$5�5or0 MPartnership0 Income Received oI30-3099 • $500 or More'L.eau+w smmw.C) Intone Received o16500 or ore Mepmt w SMetlule C) 0 Income Received of P-Av.ucADLE LIST DATE• IF APPLICABLE.LIST DATE: 17 _ l / 17 J� 17 r 17 J JACQUIRED DISPOSEDCQUIRED DISPOSED I. NAME CF BUSINESS ENTITY I. NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS FAR MARKET VAI LIE FAIR MARKET VALUE 032.000-510,000 ❑310.001-3100,000 U$2,000-510,000 ❑310,001-3100,000 D sio0.001 -sL000,009 ❑Over tterer00 ❑$100001-$1000.000 ❑over$1000000 NATURE OF INVESTMENT NATURE OF INVESTMENT U Stock ❑Diner _. .. U Stock n Other Ipeemo.l mumbp U Partne:shio 0 Income Received of$0-5499 U Partnership O Income ReceNeU of 50-$499 O locate Received of$500 or Marc(Repml on SaIWae CI O Income Received of$500 or More IR.eco an Svnod to Cl IF APPLICABLE,LST DATE IF APPLICABLE LIST DATE' _ h L 17 /, 17 _ / 1 17 / 1 17 ACQUIRED DISPOSED ACQUIRED DISPOSED . NAME CF BUSINESS ENTITY . NAME OF BUSINESS ENTITY GENERAL o SCRIFTIUN OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS rAIR MARKET VALUE FAIR MARKET VALUE U 32000-sio,coo 9510,001 -$100,000 ❑$2,0000-310,000 ❑310001-3100000 ❑ $to0.00I-Si 000000 ❑Over$1,000,000 fl 3100001-51000,000 ❑Over$1000000 NATURE OF INVESTMENT NATURE OF INVESTMENT U stock I]other_ - - -..— D Stock U Omer - Lon del lee,=mel U Pmhtership O Income Received of 30-5099 9 Padnershlp C Income Received of$0•S999 O Income Qecefved of$500 or More(Report e,r Schodure C) C Income Received or$500 or More(Report art Schedule C) IF APPLICABLE.LIST DATE'. IF APPLICABLE,LIST DATE: I 17 _J—J 17 __I—1 17 _/_J 17 ACQUIRED DISPOSED ACQUIRED DISPOSED Comments: FPPC Form 700(2011/2018)Sch.A-1 FPPC Advice Email:advice@fppc.ca,gov PPG Toll-free Helpline:866/2/5-3772 wwwfppc.ca.gov SCHEDULE C CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Income, Loans, & Business Name Positions (Other than Gifts and Travel Payments) Joseph M. Montes I. 1.INCOME RECEIVED P. I.INCOME RECEIVED NAME OF SOURCE OF INCOME NAME OF SOURCE OF INCOME Burke, Williams& Sorensen, LLP ADDRESS(SNslness Address Acceptable) ADDRESS fetidness Address Acceptable) 444 S. Flower Street#2400, Los Angeles, CA 90071 WSINESS ACTIVITY,IF ANY,OF SOURCE BUSINESS ACTIVITY.IF ANY,OF SOURCE Law firm. YOUR BUSINESS POSITION YOUR BUSINESS POSITION Partner GROSS INCOME RECEIVED ❑No Income-Business Pos,lon Only GROSS INCOME RECEIVED ❑No Income-ausiness Posmnn Only ❑ Pon-$1,000 ❑$1001-$10000 ❑nee-stoop E obi-510.000 ❑slo,00T-mop,doo OVER$00,000 LJ $10,001-5100,000 ❑OVER E-.00,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED salary ❑Spouse's or registered cloniestic partners income 0 Salary ❑Spouse's Cr registered domestic partner's income (For se!Fempioyed use Schedule A-2J (For seV-employed use Schedule A-z) X Pennetsnip(Less than 10%ownership For 10%Or greater use LI Partne A(Less man 10%ownership ror 10%or greater use Scheowe A-2.} ersh ITSaleor - ,ree lNr ,..e.baa.el[l._ ❑sdeof IF?sl Jolene car.wal.Elul. Loan renaymem n Loan repayment cemmissen 0., p Rental Income.Int each eeecce 0C310,000 Dr m:a DedmmlgCommission or G Rental mia me.esA>ren.nrm(000 Or mea "— - - smbol (oe enbrl other— a _ ❑Other pesen„) (ce Ibm 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. N.A./1E OF LENDER' INTEREST RATE IERM(Monlhshonn) % f Nene — . -- — ADURE65(Businwa Address Acceptable) SECURFIY FOR LOAN - - 9 None ❑Personal residence BUSINESS AC fIVITY,IF ANY,OF LENDER -_ Cl Real Property—_- dd. HIGHEST BALANCE DURING REPORTING PERIOD rte$500•51.000 cry LE stool-510,000 9 Guarantor $10,001-$i00000 OVER$100,000 9 Other -. N—e) Comments: - — FPPC Farm 700(2017/2 018)Sch,C FPPC Advice Email:advice®fppc.ca.gov FPPC Toll-Free Helpline:866/275-3772 www.fppcoa,gov