700 Dorsey 2024STATEMENT OF ECONOMIC INTERESTS Date ln�agi RJ FM ed
CALIFORNIA ' ' Filing Official Use Only
COVER PAGE MAR 2 0 2025
A PUBLIC DOCUMENT p
Please type or print in ink.
CITY OF LA QUINTA
r^.IN r11 CGK 'iPAR 4-9NT
NAME OF FILER (LAST) (FIRST) (MIDDLE)
Dorsey Keith Darnell
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
City of La Quinta
Division, Board, Department, District, if applicable
Financial Advisory Commission
Your Position
Commissioner
P. 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
mi 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 JJ
December 31, 2024.
Assuming Office: Date assumed ---J--J
Candidate: Date of Election
Position:
Judge, Retired Judge, Pro Tem Judge, or Court Commissioner
(Statewide Jurisdiction)
❑ County of
n Other
F' Leaving Office: Date Left
(Check one circle below.)
through The period covered is January 1, 2024, through the date of
leaving office.
.or-
n 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: 2
Schedules attached
C 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
C Schedule B - Real Property — schedule attached 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)
78495 Calle Tampico La Quinta CA 92253
DAYTIME TELEPHONE NUMBER EMAIL ADDRESS
( 760 ) 777-7092
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
FPPC Form 700 -Cover Page (2024/2025)
advice@fppc.ca.gov - 866-275-3772 - www.fppc.ca.gov
Page - 6
SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
iii1. BUSINESS ENTITY OR TRUST
Balanced Options, Inc. dba Dorsey Management Consulting
Name
81075 Monarchos Circle La Quinta, CA 92253
Address (Business Address Acceptable)
Check one
I Trust, go to 2 L Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
Management Consulting
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
I $0 - $1,999
i $2,000 - $10,000 _J--/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 ENTITY/TRUST)
$0 - $499 ❑ $10,0ol - $100,000
$500 - $1,000 F& OVER $100,000
$1,001 - $10,000
10- 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF 000 OR MORE (Att..), . separate sheet if necessary.)
None or E] Names listed below
Vimly Benefit Solutions F10 Creative
Educate, LLC Myriad Insights
USA Properties Fund Sedfwick
Cascade Leadership Partners Randy Koch
1� 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY ..
LEASED BY
Check one box:
❑ INVESTMENT E REAL PROPERTY
Keith D. Dorsey & Linda V. Dorsey Revocable Living Trust
Name of Business Entity, if Investment, or
Assessor's Parcel Number or Street Address of Real Property
700 W. Harbor Unit #1806 San Diego, CA 92101
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 --/-j24
u $100,001 - $1,000,000 ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OF INTEREST
Property Ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold I Other
Yrs remaining
❑heck box if additional schedules reporting investments or real property
are attached
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
1- 1. BUSINESS ENTITY OR TRUST
Name
Address (Business Address Acceptable)
Check one
L , Trust, go to 2 _J 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
U $100,001 - $1,000,000
❑ Over $1,000,000
NATURE OF INVESTMENT
G Partnership F- Sole Proprietorship
Other
YOUR BUSINESS POSITION
. I a reirell. • • •
❑ $0 - $499 ❑ $10,001 - $100,000
❑ $500 - $1,000 ❑ OVER $100,000
$1,001 - $10,000
INCOMEll� 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
. $10,000 OR MORE (Attach a separate sheet if necessary.)
❑ None or Names listed below
PROPERTY11� 4. INVESTMENTS AND INTERESTS IN REAL 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 -JJ24 --j--j24
$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 (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page -10