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700: Moreno - 2018 from 01/01 - 12/31STATEMENT OF ECONOMIC INTERESTS Rf=CEIVPD COVER PAGE Please type or print in ink. A PUBLIC DOCUMENT \41 MAR 15 2019 CITY OF LA QUINTA NAME OF FILER (LAST) (FIRST) ���+�• ���T Moreno Anthony 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Community Resources Department Your Position Public Safety Analyst ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: 2. Jurisdiction of Office (Check at least one box) ❑ State ❑ Multi -County ❑x City of La Quinta 3. Type of Statement (Check at least one box) ❑x Annual: The period covered is January 1, 2018, through December 31, 2018. .or - The period covered is I I through December 31, 2018. ❑ Assuming Office: Date assumed- 7 Candidate: Date of Election Position: ❑ Judge or Court Commissioner (Statewide Jurisdiction) I-1 (minty of ❑ Other ❑ Leaving Office: Date Left ____J) (Check one circle.) O The period covered is January 1, 2018, through the date of -or- leaving office. O The period covered is I I through the date of leaving office. and office sought, if different than Part 1 4. Schedule Summary (must complete) ► Total number of pages including this cover page: Schedules attached ❑x Schedule A-1 - Investments - schedule attached ❑ Schedule A-2 - Investments - schedule attached ❑ Schedule B - Real Property - schedule attached -or- ❑ None - No reportable interests on any schedule ❑x Schedule C - Income, Loans, & Business Positions - schedule attached ❑ Schedule D - Income - Gifts - schedule attached ❑ Schedule E - Income - Gifts - Travel Payments - schedule attached 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) 78495 Calle Tampico La Quinta CA 92253 ( 760 ) 777-7027 1 amoreno@laquintaca.gov 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 March 15 . 20'l9 Signature4t6qv /" `' �1� ofe f (month, day, year) (File the ofiginallysIlltiedpaperstatement mh your filing ol5dal ) FPPC Form 700 (2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page - 5 SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Investments must be itemized Do not attach brokerage or financial statements. ► NAME OF BUSINESS ENTITY VT Pimco High Yield GENERAL DESCRIPTION OF THIS BUSINESS 457 Plan FAIR MARKET VALUE ❑X $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1.000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Bond Fund n Stock U Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: I11 1 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Vantage Point Growth R1 GENERAL DESCRIPTION OF THIS BUSINESS 457 Plan FAIR MARKET VALUE ❑ $2,000 - $10,000 0 $10,001 - $100,0Do ❑ $100,001 - $1,000,000 ❑ Over $1,000.000 NATURE OF INVESTMENT US Stock ❑X 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: I 1 18 / 8 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS 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 Q Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE. I / 18 _j 18 ACQUIRED DISPOSED Comments: 457 Deferred Compensation Plan CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Anthony Moreno ► NAME OF BUSINESS ENTITY VT T. Rowe Price Growth Stock GENERAL DESCRIPTION OF THIS BUSINESS 457 Plan FAIR MARKET VALUE ❑ $2,000 - $10.000 ❑X $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1.000,000 NATURE OF INVESTMENT US Stock ❑ X 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: / 18 8 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY VT Puritan Fund GENERAL DESCRIPTION OF THIS BUSINESS 457 Plan FAIR MARKET VALUE ❑ $2,000 - $10,000 Q $10.001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1.000,000 NATURE OF INVESTMENT Balanced/Asset Allocation ❑ Stock Other (Describe) ❑ Partnership Q Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / 8 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS 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 p Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: I—L18— I / 18 ACQUIRED DISPOSED FPPC Form 700 (2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page - 7 SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME Sheila Moreno ADDRESS (Business Address Acceptable) 78652 Siena Court BUSINESS ACTIVITY. IF ANY. OF SOURCE In Home Support Services -Care of Dependent Adult YOUR BUSINESS POSITION none GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1.000 ❑X $1,001 - $10,000 ❑ $10,001 - $100,mo ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑ Spouse's or registered domestic partner's income (For self-employed use Schedule A-2 ) [] Partnership (Less than 10% ownership For 10% or greater use Schedule A-2 ) ❑ Sale of (Real property, car, boat, etc.) ❑ Loan repayment ❑ Commission or ❑ Rental Income, list each source of $10,000 or more Name Anthony Moreno NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $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 (For self-employed use Schedule A-2 ) ❑ Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2 ) ❑ Sale of (Real property, car, boat, etc.) ❑ Loan repayment ❑ Commission or ❑ Rental Income, list each source of S10,000 or more (Describe) (Describe) ❑ Other ❑ Other (Describe) (Describe) LOANSOR OUTSTANDING DURING THE REPORTING•D * 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 (MonthsNears) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $1oo,o00 ❑ OVER $100,000 Comments: ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property Street address ❑ Guarantor ❑ Other city (Describe) FPPC Form 700(202812019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page -13