700 Niblo Assuming Office 07.01.2025STATEMENT OF ECONOMIC INTERESTS
COVER PAGE
A PUBLIC DOCUMENT
Please type or print in ink.
NAME OF FILER (LAST) (FIRST) (MIDDLE)
Niblo Phillip Jared
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
City of La Quinta
Division, Board, Department, District, if applicable Your Position
Financial Advisory Commission Commissioner
► 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
Fd� City of La Quinta
3. Type of Statement (Check at least one box)
❑ 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 07 / 01 / 2025
❑ Candidate: Date of Election
Position:
RECEIVED
Date Initial Filing Received
Fdin j gEa! Ilse to
CITY OF LA QUINTA
CITY CLERK DEPARTMENT
❑ Judge, Retired Judge, Pro Tern Judge, or Court Commissioner
(Statewide Jurisdiction)
❑ County of
❑ Other
❑ Leaving Office: Date Left I
(Check one circle below.)
❑ The period covered is January 1, 2024, through the date of
-or-
leaving office.
❑ The period covered is _l— 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: 3
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
(Business or Agency Address Recommended - Public Document)
DAYTIME TELEPHONE NUMBER
(
CITY
Palm Desert
STATE ZIP
CA 92260
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 !,true and correct.
Date Signed 06/30/2025 Signature
(month, day, year) I (File the originally signed paper statement with your filing official.)
FPPC Form 700 -Cover Page (2024/2025)
advice@fppc.ca.gov - 866-275-3772 - www.fppc.ca.gov
Page-6
SCHEDULE A-1 CALIFORNIA _
Investments i FAIR POLITICAL PRACTICES COMMISSION
Stocks, Bonds, and Other Interests Name
(Ownership Interest is Less Than 10%) Investments must be itemized. Phillip N l b l o
Do not attach brokerage or financial statements.
► NAME OF BUSINESS ENTITY
Raymond James Financial
GENERAL DESCRIPTION OF THIS BUSINESS
Financial Services Company
FAIR MARKET VALUE
■❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
a Stock Other
(Describe)
❑ Partnership ❑ Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
— /24 1_i24—
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
Tesla
GENERAL DESCRIPTION OF THIS BUSINESS
Multinational Automotive and Clean Energy Company
FAIR MARKET VALUE
■❑ $2,000 - $10,000 ❑ $1o,001 - $100,000
❑ $10o,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
a Stock ❑ Other
(Describe)
❑ Partnership ❑ Income Received of $0 - $499
❑ Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
—/—/24-- 1 124_
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
Microsoft
GENERAL DESCRIPTION OF THIS BUSINESS
Technology Company
FAIR MARKET VALUE
7 $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:
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:
_1 /24 _� /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
(Describe)
❑ Partnership ❑ Income Received of $0 - $499
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
7 $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 ❑ Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
� /24 --j—_j24
ACQUIRED DISPOSED
FPPC Form 700 - Schedule A-1 (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 8
SCHEDULE C • - •
Income, Loans, & Business
FAIR POLITICAL PRAC-
Positions Name
(Other than Gifts and Travel Payments) Phillip Niblo
NAME OF SOURCE OF INCOME
FLC Capital Advisors
ADDRESS (Business Address Acceptable)
44750 Village Court, Palm Desert, CA 92260
BUSINESS ACTIVITY, IF ANY, OF SOURCE
Wealth Management
YOUR BUSINESS POSITION
Financial Advisor
GROSS INCOME RECEIVED ❑ No Income - Business Position Only
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑■ $10,00, - $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
NAME OF SOURCE OF INCOME
Osaic Wealth
ADDRESS (Business Address Acceptable)
44750 Village Court, Palm Desert, CA 92260
BUSINESS ACTIVITY, IF ANY, OF SOURCE
Wealth Management
YOUR BUSINESS POSITION
Financial Advisor
GROSS INCOME RECEIVED ❑ No Income - Business Position Only
❑ $500 - $1,000 ❑ $1,001 - $10,000
0 $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
Commissions/Revenue from Annuities, Life Insurance, 401 k management
(Describe) (Descnbe)
❑■ Other Advisory Business Revenue ❑ Other
(Descnbe) (Describe)
Do- 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'
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:
INTEREST RATE TERM (Months/Years)
% ❑ None
SECURITY FOR LOAN
❑ None ❑ Personal residence
❑ Real Property
❑ Guarantor
❑ Other
Street address
City
(Descnbe)
FPPC Form 700 - Schedule C (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 14