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
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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