700 Dorsey 2022STATEMENT OF ECONOMIC INTERESTS DaCPAD'ed
Friar; Aca; L'so Cary
COVER PAGE APR 0 5 2023�
A PUBLIC DOCUMENT
Please type or print in ink. CITY OF LA QUINTA
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
► 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
■ City of La Quinta
3. Type of Statement (Check at least one box)
Annual: The period covered is January 1, 2022, through
December 31, 2022.
.or -
The period covered is through
December 31, 2022.
Assuming Office: Date assumed I I
Candidate: Date of Election
Position
Judge, Retired Judge, Pro Tern Judge, or Court Commissioner
(Statewide Jurisdiction)
County of
Other
Leaving Office: Date Left __J—J_
(Check one circle.)
The period covered is January 1, 2022, through the date of
leaving office.
.or -
The period covered is through
the date of leaving office,
and office sought, if different than Part 1
4. 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 CITY STATE ZIP CODE
(Business or Agency Address Recommended - Public Document)
78495 Calle Tampico La Quinta CA 92253
DAYTIME TELEPHONE NUMBER EMAIL ADDRESS
( 760 ) 777-7150
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 public docume
I certify under penalty of perjury under the laws of the State of California that the fore g i I true correct.
Date Signed Signature
tmon[n, crap year) a OngAMY s+gn alemeN Mlh gaeu Ring ar.)
Form 700 -C erPage (2022/2023)
r • g66- 772 • www.fppc.ca.gov
Page - 5
SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
1111. BUSINESS ENTITY OR TRUST
Balanced Options, Inc. DBA Dorsey Management Conse
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
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
$0 - $1,999
$2,000 - $10,000 /22 /22
$10,001 - $100,000 ACQUIRED DISPOSED
■ $100,001 - $1,000,000
Over $1,000,000
NATURE OF INVESTMENT S-Corp
Partnership Sole Proprietorship ■, Other
YOUR BUSINESS POSITION
• • . . • •FA -
SHARE
OF •SS INCOME TO THE ENTITY/TRUST)
$0 - $499 $10,001 - $100,000
$500 - $1,000 ■ OVER $100,000
$1,001 - $10,000
1� 3. LIST THE NAME OF -•-TABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE (Attach a �paratc she,t if cssary.)
None or A. Names listed below
Orion Talent
USA Properties Fund
Kuehne & Nagel
Synergy Global Housing
10- 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY ..
LEASED BY THE BUSINESS ENTITY OR TRUST
Check one box:
INVESTMENT REAL PROPERTY
Keith D. Dorsey & Linda V. Dorsey Revocable Living Tr
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 /22 __j__j22
■, $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
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
Keith Dorsey
ll� 1. BUSINESS ENTITY OR TRUST
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 __j_ J22 _2
$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 $10,001 - $100,000
$500 - $1,000 OVER $100,000
$1,001 - $10,000
1� 3. LIST THE NAME OF •RTABLE SINGLE SOURCE OF
INCOMEOF iii OR •-
None or Names listed below
1� 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY ..
LEASED BY
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 ar
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
$2,000 - $10,000
$10,001 - $100,000 /22 __/_j22
$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 (2022/2023)
advice@fppc.ca.gov - 866-275-3772 • www.fppc.ca.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