Joseph Montes - Annual/Leaving CITY CF ROSEMEAD
•
STATEMENT OF ECONOMIC INTERESTS Date Initi• II e d
CALIFORNIA FORM 700 rd:nlenl � �
FAIR POLITICAL PRACTICES COMMISSION COVER PAGE
CITY CLERK'S OFFICE
Please type or print in ink. A PUBLIC DOCUMENT BY:
NAME OF FILER (LAST) (FIRST) (MIDDLE)
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
► 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 ❑Judge, Retired Judge, Pro Tern Judge, or Court Commissioner
(Statewide Jurisdiction)
❑Multi-County ❑County of
❑X City of Rosemead •
Li Other
3. Type of Statement (Check at least one box)
El Annual: The period covered is January 1, 2019,through /t4Leaving Office: Date Left 3
December 31, 2019. (Check one circle.)
-or •
-
The period covered is_/_/ , through t The period covered is January 1, 2019, through the date of
December 31, 2019. -or-leaving office.
❑ Assuming Office: Date assumed 0 The period covered is , through
the date of leaving office.
❑ Candidate: Date of Election and office sought, if different than Part 1:
4. Schedule Summary (must complete) ► Total number of pages including this cover page: 3
Schedules attached
❑X Schedule A-1 -Investments—schedule attached ❑X 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. Verification
MAILING ADDRESS STREET CITY STATE ZIP CODE
(Business or Agency Address Recommended-Public Document)
CA
DAYTIME TELEPHONE NUMBER EMAIL ADDRESS
(
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 3/17/2020 Signature
"4/1
�
(month,day,year) (File the originally signed paper statement with your riling official.)
FPPC Form 700-Cover Page(2019/2020)
advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov
Page-5
SCHEDULE A-1
CALIFORNIA FORM-Too
Investments FAIR POLITICAL PRACTICES COMMISSION
Stocks, Bonds, and Other Interests Name
(Ownership Interest is Less Than 10%) •
Investments must be itemized.
Do not attach brokerage or financial statements.
► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY
Burke, Williams & Sorensen
GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS
Law Firm
FAIR MARKET VALUE FAIR MARKET VALUE
❑$2,000-$10,000 ❑ $10,001 -$100,000 ❑ $2,000-$10,000 ❑$10,001 -$100,000
❑X $100,001 -$1,000,000 ❑ Over$1,000,000 ❑ $100,001 -$1,000,000 ❑ Over$1,000,000
NATURE OF INVESTMENT NATURE OF INVESTMENT
❑ Stock ❑Other ❑ Stock ❑Other
(Describe) (Describe)
❑X Partnership 0 Income Received of$0-$499 ❑ Partnership 0 Income Received of$0-$499
•Income Received of$500 or More(Report on Schedule C) 0 Income Received of$500 or More(Report on Schedule C)
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:
19 _j_j 19 _jam 19 19
ACQUIRED DISPOSED ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY I. NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE FAIR MARKET VALUE
❑$2,000-$10,000 ❑ $10,001 -$100,000 ❑$2,000-$10,000 ❑ $10,001 -$100,000
❑$100,001 -$1,000,000 ❑ Over$1,000,000 ❑ $100,001 -$1,000,000 ❑ Over$1,000,000
NATURE OF INVESTMENT NATURE OF INVESTMENT
❑ Stock ❑Other _ ❑ Stock ❑Other
(Describe) (Describe)
❑ Partnership 0 Income Received of$0-$499 ❑ Partnership O Income Received of$0-$499
O Income Received of$500 or More(Report on Schedule C) 0 Income Received of$500 or More(Report on Schedule C)
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:
9_ 19 _/_/ 19
ACQUIRED DISPOSED ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS
•
FAIR MARKET VALUE FAIR MARKET VALUE
❑$2,000-$10,000 ❑$10,001 -$100,000 ❑ $2,000-$10,000 ❑$10,001 -$100,000
❑$100,001 -$1,000,000 ❑ Over$1,000,000 ❑$100,001 -$1,000,000 ❑Over$1,000,000
NATURE OF INVESTMENT NATURE OF INVESTMENT
❑ Stock ❑Other ❑ Stock ❑Other
(Describe) (Describe)
❑ Partnership 0 Income Received of$0-$499 ❑ Partnership 0 Income Received of$0-$499
O Income Received of$500 or More(Report on Schedule C) 0 Income Received of$500 or More(Report on Schedule C)
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:
—J 19 19 19
ACQUIRED DISPOSED ACQUIRED DISPOSED
•
Comments:
FPPC Form 700-Schedule A-1(2019/2020)
advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov
Page-7
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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 OF SOURCE OF INCOME
Burke, Williams &Sorensen LLP
ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable)
444 South Flower St. Ste. 2400, L.A.
BUSINESS 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 Position Only GROSS INCOME RECEIVED ❑No Income-Business Position Only
❑$500-$1,000 ❑$1,001 -$10,000 ❑$500-$1,000 ❑$1,001 -$10,000
❑$10,001 -$100,000 Q OVER$100,000 ❑$10,001 -$100,000 ❑ OVER$100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑Salary ❑ Spouse's or registered domestic partner's income ❑Salary ❑Spouse's or registered domestic partner's income
(For self-employed use Schedule A-2.) (For self-employed use Schedule A-2.)
X❑ Partnership(Less than 10%ownership.For 10%or greater use ❑ Partnership(Less than 10%ownership. For 10%or greater use
Schedule A-2.) Schedule A-2.)
❑Sale of ❑Sale of
(Real property,car,boat,etc.) (Real property,car,boat,etc.)
❑ Loan repayment ❑ Loan repayment •
❑ Commission or ❑ Rental Income,list each source of$10,000 or more ❑ Commission or ❑ Rental Income,list each source of$10,000 or more
(Describe) (Describe)
❑Other ❑Other
(Describe) (Describe)
► 2.LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
* You are not required to report loans from a commercial lending institution, 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(Months/Years)
❑ None
ADDRESS (Business Address Acceptable)
SECURITY FOR LOAN
BUSINESS ACTIVITY, IF ANY, OF LENDER ❑ None ❑ Personal residence
❑ Real Property
Street address
HIGHEST BALANCE DURING REPORTING PERIOD
❑$500-$1,000
City
❑ $1,001 -$10,000 •
❑Guarantor
❑$10,001 -$100,000 •
❑ OVER$100,000 ❑Other •
(Describe)
Comments:
•
FPPC Form 700-Schedule C(2019/2020)
advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov
Page-13