Loading...
700 Fieldman, Rolapp & Associates, Inc (Fabain) 2024STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT Please type or print in ink. NAME OF FILER (LAST) (FIRST) (MIDDLE) Fabian James V. 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Your Position City Clerk's Office 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 J Multi -County m City of La Quinta 3. Type of Statement (Check at least one box) :0 Annual: The period covered is January 1, 2024, through December 31, 2024. -or- The period covered is through December 31, 2024. Assuming Office: Date assumed Candidate: Date of Election Position: RECEIVED Date Initial Filing Received Filing Official Use Only MAR 0 6 2025 ClIZ_ CITY OF LA QUINTA CITY CLERK DEPARTMENT Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) County of Other Leaving Office: Date Left (Check one circle below.) The period covered is January 1, 2024, through the date of leaving office. .or - The period covered is I through the date of leaving office. and office sought, if different than Part 1: Schedule Summary (required) ► Total number of pages including this cover page: 5 Schedules attached Q 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 F_ Schedule B - Real Property — schedule attached J Schedule E - Income — Gifts — Travel Payments — schedule attached -Or- n 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 DAYTIME TELEPHONE NUMBER EMAILADDRESS ( 949 ) 246-2344 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. Date Signed March 5, 2025 g James V. Fabian Dgita202503lly 0511a512V Fabian Signature Date 20250305115121-08'00' (month, day, year) (File the originally signed paperstatement with your filing official) FPPC Form 700 - Cover Page (Z024/20ZS) advice@fppc.ca.gov - 866-275-3772 - www.fppc.ca.gov Page - 6 SCHEDULE A-1 Investments FAIR POLITICAL, Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Investments must be itemized. James Fabian 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 -I Over $1,000,000 NATURE OF INVESTMENT _I Stock ] Other (Describe) N', Partnership ] Income Received of $0 - $499 ■ Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: - 1 /24 1 /24 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 —I Stock I Other (Describe) ] Partnership L Income Received of $0 - $499 1 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: - 1 /24 1 /24 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 escn e Partnership iL Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: /24 1 /24 ACQUIRED DISPOSED Comments: ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ] $2,000 - $10,000 $10,001 - $100,000 011 $100,001 - $1,000,000 _.. Over $1,000,000 NATURE OF INVESTMENT L Stock L Other (Describe) Partnership L Income Received of $0 - $499 1 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 1 /24 J /24 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ] $2,000 - $10,000 ] $10,001 - $100,000 F— $100,001 - $1,000,000 C Over $1,000,000 NATURE OF INVESTMENT Stock L Other (Describe) ]� Partnership L Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ---j --- J24 1 /24 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE F— $2,000 - $10,000 F $10,001 - $100,000 F $100,001 - $1,000,000 F— Over $1,000,000 NATURE OF INVESTMENT L Stock L Other escn e Partnership L Income Received of $0 - $499 1 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / /24 //24 ACQUIRED DISPOSED FPPC Form 700 -Schedule A-1 (2024/2025) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 8 SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) m- 1. BUSINESS ENTITY OR TRUST -Feldman, Rolapp & Associates, Inc. Name 19900 MacArthur Blvd. #1100 Irvine, CA 92612 Address (Business Address Acceptable) Check one Trust, go to 2 A 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 - $10,000 124 _/--J24 $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 • • . DE UVIR• RAIA SHARE OF •SS INCOME TO THE ENTITY/TRUST) $0 - $ass ❑ $10,001 - $100,000 $500 - $1,000 OVER $100,000 $1,001 - $10,000 1- 3. LIST THE NAME OF ••RTABLE SINGLE SOURCE OF INCOMEOF rii OR • None or El Names listed below SEE ATTACHED 1� 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY .. LEASED BY THE BUSINESS ENTITY OR TRUST Check one box: _]INVESTMENT I 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--j24 //24 ] $100,001 - $1,000,000 ACQUIRED DISPOSED ] Over $1,000,000 NATURE OF INTEREST Property Ownership/Deed of Trust r Stock ] Partnership ] Leasehold ] Other Yrs remaining heck box if additional schedules reporting investments or real property are attached Comments: CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION 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 /24 /----/24 ] $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 - S499 $10,001 - $100,000 ] $500 - $1,000 OVER $100,000 $1,001 - $10,000 11 3. LIST THE NAME OF •RTABLE SINGLE SOURCE OF INCOMEOF $10,000 OR • None or ❑ Names listed below 11 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY .. 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 --j�24 --J--J24 $100,001 - $1,000,000 ACQUIRED DISPOSED Over $1,000,000 NATURE OFINTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Yrs. remaining Check box if additional schedules reporting investments or real property are attached FPPC Form 700 - Schedule A-2 (2024/2025) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page -10 ATTACHMENT TO SCHEDULE A-2 OF 2024 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 Albuquerque, City of Cathedral City, City of Dublin, City of Elk Grove, City of Folsom, City of Garden Grove, City of Hesperia, City of Irvine, City of Laguna Beach, City of Marina, City of Moreno Valley, City of Perris, City of Rancho Cucamonga, City of Rialto Redevelopment Agency, City of Riverside, City of Sacramento, City of San Bernardino, City of San Francisco, City/County of San Jose, City of San Marcos, City of Seal Beach, City of Temecula, City of Thousand Oaks, City of Tustin, City of Riverside County Transportation Commission San Mateo County Transportation Authority (SMCTA) Discovery Bay, Town of Windsor, Town of Los Angeles County Riverside County Missoula County Alta Loma School District Arvin Union School District Beaumont Unified School District Bonsall Unified School District Buena Park School District Castaic Union Elementary School District Colton Joint Unified School District Compton Unified School District Corona -Norco Unified School District Del Mar Union School District Desert Sands Unified School District Fairfax Elementary School District Fallbrook Union High School District Fruitvale School District Hemet Unified School District Irvine Unified School District Julian Union High School District Jurupa Unified School District La Canada Unified School District Los Banos Unified School District Lowel Joint School District Menifee Union School District Montebello Unified School District Moreno Valley Unified School District Newark Unified School District Nuview Union School District Panama -Buena Vista Union School District Perris Elementary School District Poway Unified School District Riverside Unified School District San Bernardino City Unified School District San Jacinto Unified School District San Marcos Unified School District Temecula Valley Unified School District Val Verde Unified School District West Covina Unified School District Yucaipa-Calimesa Joint Unified School District Coast Community College District College of the Desert Merced Community College District Rancho Santiago Community College District Santa Barbara CCD Page 1 of 1 Amador Water Agency Eastern Municipal Water District Elsinore Valley Municipal Water District Marina Coast Water District Monte Vista Water District Montecito Water District Monterey County Water Resources Agency Orange County Water District Rainbow Municipal Water District Rancho California Water District San Luis Delta -Mendota Water Authority Santa Clarita Valley Water Agency Serrano Water District Silicon Valley Clean Water South Coast Water District Trabuco Canyon Water District Vallejo Flood & Wastewater District Valley Center Municipal Water District Westlands Water District Yorba Linda Water District Yucaipa Valley Water District El Dorado Irrigation District Kings River Conservation District Seneca Healthcare District Federal Highway Administration Jurupa Community Services District East Bay Reginal Park District SCHEDULE C CALIFORNIA FORM Income, Loans, & Business Positions Name (Other than Gifts and Travel Payments) James Fabian 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 IEI 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 F— Commission or Rental Income, list each source of $10,000 or more Other (Describe) (Describe) NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED L No Income - Business Position Only U $500 - $1,000 $1,001 - $10,000 n $10,001 - $100,000 OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED U Salary L 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.) n Sale of (Real property, car, boat, etc) Loan repayment Commission or Rental Income, list each source of $10,000 or more (Describe) Other (Describe) * 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 - $100,000 OVER $100,000 Comments: % None SECURITY FOR LOAN F- None Personal residence L Real Property Street address n Guarantor L Other City (Descnbe) FPPC Form 700 -Schedule C (2024/2025) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page -14