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700 Dorsey 2023STATEMENT OF ECONOMIC INTERESTS Date IIn SoatFiling Received COVER PAGE RIVED A PUBLIC DOCUMENT Please type or print in ink MAR 2 2 2024 J) NME Of FILER Wn tom) @RDIXEj CT CITY OF LA QUINTA Dorsey Keith Darnell CITY CLERK nFeARTMENT 1. Office, Agency, or Court Agency Name (Do not use aaonyms) City of La Quinta Dion, Board, Department, District if applicable Financial Advisory Commission Your Position Chair ► If Sling for multiple positions, W below or on an attachment (Do not use acronyms) Agency: 2. Jurisdiction of Office (Check at +east one box) ❑ state ❑ Mulfi-County ❑■ City of La Quinta Position: ❑ Judge, Retired Judge, Pro Tern Judge, or Court Commissioner (Statewide Jurisdidm) ❑ County of ❑ Other 3. Type of Statement (check at kest one box) Fy� Annual: The period covered is January 1, 2023, through ❑ Leaving Office: Date Left —J—I December 31, 2023. (Check one carte) -or- The period Covered Is — I through ❑ The period covered is January 1, 2023, through the date December 31, 2023. -or- of leaving office. ❑ Assuming Office: Date assumed I ❑ The period covered Is _ I I through the date of leaving office. ❑ Candidate: Date of Election and office sought, if different than Part 1: Schedule Summary (required) ► Totel number of pages induding this cover page: 2 Schedules attached ❑ Schedule A-1 - Irrvesurmts — schedule attached J Schedule C - Hroome, Loans, 6 Buairass PoAms — schedule attached 0 Schedule A-2 - Investments — schedule attached ❑ Schedule D - Inoome — Gifts — schedule attached ❑ Schedule B - Real Property — schedule attached ❑ Schedule E - Income — Gifts — Travel Payments — schedule attached -Or- ❑ None - No mpottable interests on any schedule 5. Verification MAILING ADDRESS STREET CITY STATE ZP CODE (Business or Agency Aditas Rec==nded - Pak Doasnerd) 78495 Calle Tampico La Quinta CA 9225 �.,,� � ( 760 ) 777-7150 EMAIL ADDRESS I have used all reasonable diligence in preparing this statement I have reviewed this statement and to the best of my knowledge the inforrnatlon contained herein and in any attached schedules is true and complete. I admowledge this Is a public document I certify under penalty of perjury under the laws of the State of California that the foregoing Is true and correct Date Signed 03/22/2024 Signature Keith D. Dorsey °D'�'' ""122B 5� (►" ere odg►WY&W eel paW am —A wet mutate a?de1.) FPPC Form 7W - Cover Page POW2024) advroe@fppc cn4av - W&1753772. www.fppc a gw Page - s SCHEDULE A-2 ORNIA FORM700 POLITICAL PRACTICES COMMISSION Investments, Income, and Assets m Name of Business EntMes/Trusts Keith Darnell Dorsey (Ownership Interest is 10% or Greater) Balanced Options, Inc. DBA Dorsey Management Consd Name 81075 Monarchos Circle La Quinta, CA 92253 Address (Buskmw Address Accept&W) Check one ❑ Trust, go to 2 O Business Entity, complete the box, Men go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Management Consulting FAIR MARKET VALUE IF APPLICABLE, LIST DATE: $0 - $1,999 $2,000 - $10,000 i23_ ❑ $10,001 - $100,0oo ACQUIRED DISPOSED $100,001 - $1,000,000 Over $1,000,000 NATURE OF INVESTMENT Partnership L Sots Proprietorship YOUR BUSINESS POSITION I ❑ SO - sag ❑ $10,001 - $100,000 ❑ M - $1,000 © OVER $100,000 ❑ $1,001 - $10,000 None or 101 Names meted below Vimly Benefit Solutions F10 Creative Educate, LLC Myriad Insights USA Properties Fund Sedgwick Cascade Leadership Partners Randy Koch Check one box. []INVESTMENT FE-1 REAL PROPERTY Keith D. Dorsey & Linda V. Dorsey Revocable Living Tru Name of Business Entity, If Investment, or Assessors Parcel Number or Street Address of Real Property 700 W. Harbor Unit #1806 San Diego, CA 92101 Description of Business Activity gC City or Outer Precise Location of Real Property FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,D00 ■ S100,001 - $1.000,000 Over $1.000,000 NATURE OF INTEREST ❑ Property Owrne VWDeed of Trust IF APPLICABLE, LIST DATE: --j--j2 --j-j2 ACQUIRED DISPOSED ❑ StD& ❑ Perhership ❑ Lessehotd ❑ Other Yrs. re rW.Lng ❑ Check box if additional scedules reporting investments or real property are attached Name Address (wdhess Address Acceptable) Check one ❑ Trust, go to 2 ❑ Business Entity, complete the boy then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE IF APPLICABLE, LIST DATE: $0 - $1,999 $2,000 - $10,000 -J _ - 23 $10,001 - $100,000 ACQUIRED DISPOSED [_] $100,0m - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Partnership ❑ Sole Proprietorship Claw YOUR BUSINESS POSITION ❑ $0 - sm ❑ $10.001 - $100,000 ❑ M - $1,000 ❑ OVER $100,000 ❑ $1,001 - $1o,000 Nate or Names listed below Check one tsar ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity, IfIrwestnent Ql Assessors 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, UST DATE: $2,000 - $10,000 $10,001 - $100,000 t.23 - _J--j23- $100,001 - $1,000,000 ACQUIRED DISPOSED Over $1,D00,000 NATURE OF INTEREST ❑ Property OwnershlplDeed of Trust ❑ Stock ❑ Partnership ❑ Leasehold Yra .lu* Sq ❑Other ❑ Check boot If additional schedules mpw0ng Investments or real property are alteched Comments: wK Fwm Too - schedule A-2 (=W2WA) 8dvt[VfPixk>i..3W • 8662793m • www.fppccagw ftp-9