700 Dorsey 2021STATEMENT OF ECONOMIC INTERESTS
COVER PAGE
A PUBLIC DOCUMENT
Please type or prim In Ink
NAME of FILER MAST) OWSO
vUIaMy
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
City of La Quints
Division, Board, Department, District, if applicable
Financial Advisory Commission
1111ID1.11
Damell
Your Position
Commissioner
► If filing for multiple positions, list below or on an attachment (Do not use acronyms)
Agency:
2. Jurisdiction of Office (chew at least one box)
❑ state
❑ Mutti•County
■❑ City of La Qul-•
3. Type of Statement (check at least one box)
IJ Annual: The period covered is January 1, 2021, through
December 31, 2021.
-or-
The period covered is I I through
December 31, 2021.
❑ Assuming Office: Date assumed
❑ Candidate: Date of Election
Position:
RECEIVED
Initial Filing Received
FBkV OfllcW Use Only
MAR 3 0 2022
CTTY OF LA QUANTA
❑ Judge, Retired Judge, Pro Tern Judge, or Court Commissioner
(Statewide Jurisdiction)
❑ County of
❑ Other
❑ Leaving Office: Data Left I I
(Check one dale.)
❑ The period covered is January 1, 2021, through the date of
-or-
leaving office.
❑ The period covered Is I I through
the date of leaving office.
and office sought, if dtiferent than Part 1:
Schedule Summary (must complete) ► Total number of pages including this cover page.
Scheduies attached
❑ Schedule A-1 - lnvesbrrents - schedule attached
Schedule A-2 - Investments - schedule attached
❑ Schedule B - Real Property - schedule attached
-0r ❑ None - No reportable interests on any schedule
3
3
❑ Schedule C - Income, LoanA & Business Posfi = - schedule attached
❑ Schedule D - Income - GNts - schedule attached
❑ Schedule E - Income - GNts - Travel Payments - schedule attached
5. Verification
MAILING ADDRESS STREET CITY STATE ZIP CODE
(Bu*eu orA9WWAditu Recommended - PuW Doaema)
78495 Calle Tampico La Qulnta CA �22b,
TIME TELEPHONE NUMBER
760 ) 777-7150
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 pubic docu
I certify under penalty of perJury under the laws of the State of California that
Date Slgred 03/30l,202' Signature
dq,Y -
-Ppc rorm Too - Corer Page (2o2jAo2A
advrceffppera4m • 866.275-37n • wwvAfppc®•8av
page-s
SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
W 1. BUSINESS ENTITY OR TRUST
Balanced Options, Inc. DBA Dorsey Management Consd
Name
81075 Monarchos Circle La Quinta, CA 92253
Address (Business Address Acceptable)
Check one
❑ Trust, go to 2 ❑ Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
Management Consulting
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
$0 - $1,999
$2,000 - $10,000 /21
$10,001 - $100,000 ACQUIRED DISPOSED
$100,001 - $1,000,000
[' Over $1,000,000
NATURE OF INVESTMENT S-Corp
❑ Partnership ❑ Ste Propdatomhlp
other
YOUR BUSINESS POSITION
IDENTIFY• • • (INCLUDE YOUR••
SHARE OF •SS INCOME IQ THE ENTITYrTRUST)
❑ $0 - $499 ❑ $10,001 - $1oo,00o
❑ $500 - $1,Ooo al OVER $100.000
❑ $1,001 - $10,000
10- 3. LIST THE NAME OF ••RTABLE SINGLE SOURCE OF
INCOMEOF $10,000 OR •
❑ None or 0 Names listed below
Orion Talent
USA Properties Fund
Kuehne & Nagel
Synergy Global Housing
0- 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY ..
LEASED BY THE BUSINESS ENTITY OR TRUST
Check one bar
❑ INVESTMENT E] REAL PROPERTY
Keith D. Dorsey & Linda V. Dorsey Revocable Living Tru
Nome of Business Entity, If Investment- w
Assessor's Parcel Number or Street Address of Real Property
700 W. Harbor Unit#1806 San Diego, CA 92101
Description of Business Activity 0I
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,o00 - $10,000
❑ $10,001 - $100,000 -J-J27 -J-JZ'L
$100,001 - $1,000,000 ACQUIRED DISPOSED
Over $1,000,000
NATURE OF INTEREST
W Property Ownership/Dead of Trust ❑ Stock ❑ Partnership
❑ Leasehold El Other
Wreme4Jrg
ICI Cher
lk box If additional schedules reporting Investments or real property
Eire attached
Comments:
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
Keith Dorsey
,1110- 1. BUSINESS ENTITY OTRUST
R
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 -J--/21❑ -J--/21-
❑ $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 • THE ENTITYfTRUST)
❑ $0 - $499 ❑ $10,001 - $100,000
❑ $50o - $1,000 ❑ OVER $100,000
❑ $1.0ol - $10,000
11� 3. LIST THE NAME OF •RTABLE SINGLE SOURCE OF
INCOMEOF OR •
❑ None or fn Names listed below
1 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY ..
LEASED BY THE BUSINESS ENTITY OTRUST
R
one box:
❑ INVESTMENT ❑ REAL PROPERTY
Name of Business EntlLy, If Investment, al
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity g
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/Dead of Trust ElStock ❑ Partnership
❑ Lessehold ❑ Other
Ym. remakft
❑ Check box If additional schedules reporting Investments or real property
are attached
FPPCForm 700- Schedule A-2 (2OW2022)
advke@fppcco.wv • 866.27S-9772 • wwWppc®gov
Page-9
Keith Dorsey
Orion Talent
USA Properties Fund
Kuehne + Nagel
Synergy Global Housing
Sedgwick
The Heffelfinger Company, Inc
MBK Homes SoCal LTD
Randy Koch
Patrick Riley
Balanced Options, Inc
1003 Devonshire Ave.
Naperville, IL 60540
Property ownership/Deed of Trust
Fair market value $100,001- $1,000,000