700 Fieldman (Fabian) 2023STATEMENT OF ECONOMIC INTERESTS Date Initial Filing Received
Fluor
COVER PAGE RECEIVED
A PUBLIC DOCUMENT
Please type or print in ink. MAR I A ZQ24
NAME OF FILER (LAST) (FIRST) (MIDDLE)
Fabian James V CITY OF LA QUINTA
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
City of La Quinta
Division, Board, Department, District, if applicable
City Clerk's Office
Your Position
Consultant
► 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
City of La Quinta
3. Type of Statement (Check at least one box)
0 Annual: The period covered is January 1, 2023, through
December 31, 2023.
.or -
The period covered is I I through
December 31, 2023.
Assuming Office: Date assumed
Candidate: Date of Election
Position:
Judge, Retired Judge, Pro Tern Judge, or Court Commissioner
(Statewide Jurisdiction)
County of
Other
J Leaving Office: Date Left
(Check one circle.)
The period covered is January 1, 2023, through the date
-or-
of leaving office.
The period covered is —
the date of leaving office.
and office sought, if different than Part 1:
through
Schedule Summary (required) ► Total number of pages including this cover page: 5
Schedules attached
■ Schedule A-1 - Investments — schedule attached ■ 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)
19900 MacArthur Blvd #1100 Irvine CA 92612
NUMBER
EMAIL ADDRESS
( 1 jfabian@fieldman.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 under the laws of the State of California that the foregoing is true and correct.
V Fabian
Date Signed March 18, 2024 g James V. Fabian Datea1202403d18Y11a41e
Signature 08-0700'
(month, day, year) (File the originally signed paper statement with your (ling official.)
FPPC Form 700 - Cover Page (2023/2024)
advice@fppc.ca.gov - 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
Fieldman, Rolapp & Associates, Inc.
GENERAL DESCRIPTION OF THIS BUSINESS
Municipal Advisor
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 Income Received of $0 - $499
■ Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE-
1 /23 1 /23
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 Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE
I /23— 1 /23
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 Income Received of $0 - $499
Income Received of $500 or More (Report on schedule C)
IF APPLICABLE. LIST DATE.
�/23 -J�2
ACQUIRED DISPOSED
Comments:
► 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 Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
� /23 1 /23
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 ' Income Received of $0 - $499
Income Received of $500 or More (Report on schedule C)
IF APPLICABLE, LIST DATE:
//2 1_/23
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 I Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
1 /23 1 /23
ACQUIRED DISPOSED
FPPC Form 700 -Schedule A-1 (2023/2024)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 7
SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
W 1. BUSINESS ENTITY OR TRUST
Fieldman, Rolapp & Associates, Inc.
Name
19900 MacArthur Blvd. #1100 Irvine, CA 92612
Address (Business Address Acceptable)
Check one
Trust, go to 2 111 Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
Municipal Advisor
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
$0 - $1,999
$2,000 - $10,000 /23 / 3
$10,001 - $100,000 ACQUIRED DISPOSED
$100,001 - $1,000,000
■ Over $1,000,000
NATURE OF INVESTMENT Corporation
Partnership Sole Proprietorship ■ Other
YOUR BUSINESS POSITION Principal
Do- 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA
SHARE OF -•SS INCOME TO THE ENTITY/TRUST)
$0 - $499 $10,001 - $100,000
$500 - $1,000 ■ OVER $100,000
$1.001 - $10,000
0- 3. LIST THE NAME OF ••-TABLE SINGLE SOURCE OF
INCOMEOF $10,000 OR MORE
None or ■ Names listed below
SEE ATTACHED
PROPERTY1110- 4. INVESTMENTS AND INTERESTS IN REAL HELD OR
LEASED BY THE BUSINESS ENTITY OR TRUST
Check one box:
INVESTMENT REAL PROPERTY
Name of Business Entity, if Investment, or
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity or
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE
$2,000 - $10,000
$10,001 - $100,000
$100,001 - $1,000.000 ACQUIRED DISPOSED
Over $1,000,000
NATURE OF INTEREST
Property Ownership/Deed of Trust Stock Partnership
Leasehold Other
Yrs remaining
Check box if additional schedules reporting investments or real property
are attached
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
1111- 1. BUSINESS ENTITY OR TRUST
Name
Address (Business Address Acceptable)
Check one
Trust, go to 2 Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
$0 - $1.999
$2,000 - $10,000 /_/3 -/-/2
$10,001 - $100,000 ACQUIRED DISPOSED
$100,001 - $1,000,000
Over $1,000,000
NATURE OF INVESTMENT
Partnership Sole Proprietorship
Other
YOUR BUSINESS POSITION
SHARE OF -•SS INCOME TO THE ENTITYITRUST)
$0 - $499 $10,001 - $100,000
$500 - $1,000 OVER $100,000
$1,001 - $10,000
lip- 3. LIST THE NAME OF ••-TABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE JAttach a separate sheet if necessary.)
None or Names listed below
PROPERTYDo- 4. INVESTMENTS AND INTERESTS IN REAL •-
LEASED BY THE BUSINESS ENTITY . TRUST
-
Check one box:
INVESTMENT REAL PROPERTY
Name of Business Entity, if Investment, or
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity or
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE. LIST DATE:
$2,000 - $10,000
$10,001 - $100,000 --J--J23 ___/_/23
$100,001 - $1,000,000 ACQUIRED DISPOSED
Over $1,000,000
NATURE OF INTEREST
Property Ownership/Deed of Trust Stock Partnership
Leasehold Other
Yrs remaining
Check box if additional schedules reporting investments or real property
are attached
Comments:
FPPC Form 700 -Schedule A-2 (2023/2024)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 9
ATTACHMENT TO SCHEDULE A-2
OF 2023 FPPC FORM 700
REPORTABLE SOURCE OF INCOME & LOANS OF $10,000 OR MORE
FIELDMAN, ROLAPP & ASSOCIATES (and affiliates) 19900 MacARTHUR BLVD.
(Name of Business Entity) SUITE 1100
IRVINE, CA 92612
MUNICIPAL FINANCIAL ADVISORS (Address of Business Entity)
(Nature of Business)
Name of Reportable Sources of Income/Loans of $10,000 or more to the Business Entity
Aliso Viejo, City of
Arvin Union School District
Amador Water Agency
Dublin, City of
Beaumont Unified School District
East Valley Water District
Folsom, City of
Buena Park School District
Eastern Municipal Water District
Hesperia, City of
Claremont Unified School District
Elsinore Valley Municipal Water District
Inglewood, City of
Compton Unified School District
Goleta Water District
Irvine, City of
Desert Sands Unified School District
Orange County Water District
La Quinta, City of
Fairfax Elementary School District
Rancho California Water District
Laguna Beach, City of
Fowler Unified School District
Root Creek Water District
Murrieta, City of
Glendora Unified School District
San Bernardino Valley Municipal Water District
Perris, City of
Greenfield Union School District
San Luis Delta -Mendota Water Authority
Poway, City of
Hemet Unified School District
Santa Clarita Valley Water Agency
Rialto, City of
Irvine Unified School District
Serrano Water District
Sacramento, City of
Jurupa Unified School District
Silicon Valley Clean Water
San Francisco, City/County of
Los Banos Unified School District
South Coast Water District
Temecula, City of
Menifee Union School District
Trabuco Canyon Water District
Tustin, City of
Moreno Valley Unified School District
Valley Center Municipal Water District
Nuview Union School District
Western Municipal Water District
Discovery Bay, Town of
Ocean View School District
Westlands Water District
Windsor, Town of
Ontario -Montclair School District
Yorba Linda Water District
Panama -Buena Vista Union School District
Yucaipa Valley Water District
Hawaii County
Perris Elementary School District
Orange County
Poway Unified School District
Big Bear Area Regional Wastewater Authority (BBARWA)
Riverside County
Rio Bravo -Greeley Union School District
Lincoln -Sewer Maintenance District 1 Wastewater Authority
Riverside Unified School District
Federal Highway Administration
San Bernardino City Unified School District
Monterey County Water Resources Agency
San Jacinto Unified School District
Jurupa Community Services District
San Marcos Unified School District
Santa Rosa Reginal Resources Authority (SRRRA)
Santa Maria -Bonita School District
Seneca Healthcare District
Val Verde Unified School District
Union Sanitary District
Willits Unified School District
State Bar of California
Indio Electric Financing Authority
Long Beach Community College District
Big Bear Fire Authority
Pasadena Area Community College District
San Elijo Joint Powers Authority
Rancho Santiago Community College District
Riverside County Transportation Commission
Hayward Area Recreation & Park District (HARD)
Page 1 of 1
SCHEDULE C
Income, Loans, & Business
Positions
(Other than Gifts and Travel Payments)
NAME OF SOURCE OF INCOME
Fieldman, Rolapp & Associates, Inc.
ADDRESS (Business Address Acceptable)
19900 MacArthur Blvd. #1100 Irvine, CA 92612
BUSINESS ACTIVITY, IF ANY, OF SOURCE
Municipal Advisor
YOUR BUSINESS POSITION
Principal
GROSS INCOME RECEIVED No Income - Business Position Only
$500 - $1,000 $1,001 - $10,000
$10,001 - $100,000 0 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
Other
(Descnbe)
(Descnbe)
Name
James Fabian
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 $10.000 or more
(Descnbe)
Other
(Descnbe)
* 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)
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY IF ANY. OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
$500 - $1,000
$1-001 - $10,000
$10,001 - $100,000
OVER $100,000
Comments:
% None
SECURITY FOR LOAN
None Personal residence
Real Property
Guarantor
Other
Street address
City
(Describe)
FPPC Form 700 -Schedule C (2023/2024)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 13