700 Dorsey 2021 Assuming Office 07.01.2021SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
CALIFORNIA FORM 7 00
FAIR POLITICAL PRACTICES COMMISSION
Name
Keith Dorsey
►1. BUSINESS ENTITY OR TRUST
Balanced Options, Inc OBA Dorsey Management Consul·
Name
81075 Monarchos Circle La Quinta, CA 92253
Address (Business Address Acceptable)
Chackona 0 Trust, go lo 2 Iii Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
Management Consulting
FAIR MARKET VALUE IF APPLICABLE, LIST DATE: 0 $0-$1,999 __j__j2JL __j---12JL 0 $2,000 -$10,000 0 $10,001 -$100,000 ACQUIRED DISPOSED ■$100,001 -$1,000,000 D Over $1,000,000
NATURE OF INVESTMENT Ill S-Corp,D Partnership D Sole Proprietorship Other
YOUR BUSINESS POSITION President
►2 IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA
SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
0 $0 -$499 □$500 -$1,000 □$1,001 -$10,000
0 $10,001 -$100,000 [II OVER $100,000
►3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE .,\r.,,.I ,1 <.,r,,r,•, st.cc 1' n.-c(ss.-r, 0 None or ■Names listed below
Orion Talent
USA Properties Fund
Kuehne + Nagel
Synergy Global Housing -
►4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR TRUST
Chee/I. one box:
►1. BUSINESS ENTITY OR TRUST
Name
Address (Business Address Acceptable)
Check one 0 Trust, go lo 2 0 Business Entity, complete the box, than go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE IF APPLICABLE, LIST DATE: 0 $0 -$1,999
__j__j2JL __J__J2D.._ 0 $2,000 -$10,000 0 $10,001 -$100,000 ACQUIRED DISPOSED 0 $100,001 -$1,000,000 D Over $1,000,000
NATURE OF INVESTMENT 0 Partnership D Sole Proprietorship □ other
YOUR BUSINESS POSITION
► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RAT
SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
0 $0-$499 0 $500 -$1,000 D $1,001 -$10.000
0 $10,001 -$100,000 0 OVER $100,000
► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF S1Q,QQQ OR MORE 11\',uhu�Cp,r;io �h,c'1'tH''''"-"-M/ D None or D Names listed below
►4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR TRUST
Check one box: 0 INVESTMENT ■ REAL PROPERTY O INVESTMENT 0 REAL PROPERTY
Keith D. Dorsey & Linda V Dorsey Revocable Living Trus·
Name of Business Entity, if Investment, m: Assessor's Parcel Number or Street Address of Real Property
700 W. Harbor Unit #1806 San Diego, CA 92101
Description of Business Activity m:
City or Other Precise location of Real Property
FAIR MARKET VALUE 0 $2,000 -$10,000 0 $10,001 -$100,000 111 $100,001 -$1,000.000 D Over $1,000,000
NATURE OF INTEREST
IF APPLICABLE, LIST DATE:
--'---L.:.'2=0:..... __J 120
ACQUIRED DISPOSED
111 Property Ownership/Deed of Trust 0 Stock D Partnership
D leasehold Yrs. remaining D other
Ill Check box if addijional schedules reporting investments or real property
are attached
Name of Business Entity, if Investment, 2!: Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity m:
City or Other Precise location of Real Property
FAIR MARKET VALUE 0 $2,000 -$10,000 0 $10,001 -$100,000 8 $100,001 -$1,000,000
Over $1,000,000
NATURE OF INTEREST 0 Property Ownership/Deed of Trust
IF APPLICABLE, LIST DATE:
__j__/,20 __J___/JJJ_
ACQUIRED DISPOSED
D Stock O Partnership
0 Leasehold ...-----D other Yrs. ,ameining 0 Check box if addijional schedules reporting investments or real property
are attached
Comments:---------------------------FPPC Form 700 -Schedule A-2 (2020/2021)
advlce@lfppc.ca.gov • 866-275-3TT2 • www.fppc.ca.aov
Paae-9 Print Clear
► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE (Attach a separate sheet 1f necessary.)
Orion Talent
USA Properties Fund
Kuehne + Nagel
Synergy Global Housing
Sedgwick
The Heffelfinger Company, Inc
MBK Homes SoCal LTD
Randy Koch
Patrick Riley
► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR °TRUST
Balanced Options, Inc
1003 Devonshire Ave.
Naperville, IL 60540
Property ownership/Deed of Trust
Fair market value $100,001 -$1,000,000
I
Keith Dorsey