Florida Files

Officeholders

Lisa Daniels

2025 Form 6 · annual filing (Commission on Ethics) · received 2026-06-15 · 3 pages (text)

Net worth$975,000
Income listed$225,000
Real estate$0
Debts listed$8,500
Worth a look0

Where listed income comes from

  • Banking, mortgage & lending 100% $225,000 · Guild Mortgage

Worth a look 0

Nothing stood out under the current rules.

Context 4

Context Unusual reporting

Lists Cash/cars separately from the $200,000 household-goods total

Personal vehicles, jewelry, art and furnishings can be reported in the household-goods lump sum or itemized. Net worth doesn't appear to count them twice.

What to check
  • No action needed unless the lump sum also includes these items.

Rule: Household items listed twice
“Describe, and state the value of, each asset you had on the reporting date you selected for your net worth, if the asset was worth more than $1,000 and if you have not already included that asset in the aggregate value of your household goods and personal effects.”2025 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works

Context Unusual reporting

Lists 1 investment account ($975,000) instead of what's in them

The instructions say the investments held in a brokerage account or IRA are the assets to report — not the account itself. As listed, the public can't see what the filer is invested in.

What to check
  • Which companies or funds are in these accounts? Holdings matter for conflicts of interest.

Rule: Accounts listed instead of investments
“Note that the product contained in a brokerage account, IRA, or the Florida College Investment Plan, is your asset”2025 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works

Context Unusual reporting

Net worth $975,000; listed items add up to $1,251,500

Reported net worth: $975,000. Household goods + listed assets − listed liabilities = $1,251,500. A difference is normal: net worth also counts assets and debts that aren't listed individually (items under $1,000, credit cards, taxes), and the instructions say subtracting listed liabilities from listed assets won't give an accurate figure in most cases.

What to check
  • No action needed unless other items look off.

Rule: Net worth vs. listed items
“Simply subtracting your liabilities from your assets will not result in an accurate net worth figure in most cases.”2025 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works

Context Income & business ties

100% of listed income ($225,000) comes from Guild Mortgage

Listed income totals $225,000 from 1 source. The largest is classed as banking, mortgage & lending.

What to check
  • Who is this source, and does it have business before the office sought?
  • If the filer owns it, check the business section and secondary income.

Rule: Where the money comes from
“List the name of each source of income that provided you with more than $1,000 of income during”2025 Form 6 instructions, Income ✓ quoted from the saved instructions · how this rule works

Where to look next

These links open official public records, built from what the filer disclosed. They're searches you run yourself — results may include other people or companies with similar names.

Their filings

Net worth

Net worth
As of
Household goods (lump sum)

Assets over $1,000 $1,060,000 listed

DescriptionValue

Liabilities over $1,000 $8,500 listed

CreditorAddressAmount

Joint and several liabilities not reported above

Reported as “N/A”.

Income $225,000 listed

Elected to attach federal tax return instead:

Primary sources

SourceAddressAmount

Secondary sources (major customers of businesses owned)

Reported as “N/A”.

Interests in specified businesses

Reported as “N/A”.

Signature

Signed by
Date
Filed with COE

Source

Document
Open PDF · original source
Retrieved
2026-10-07T20:10:45+00:00
SHA-256
66493ffe324646bfd4c1a0db2da0df01ef9cbeb2522d8756fcfb56f1b4ae86ba
Pages
p1 form6 · p2 form6 · p3 form6
Extraction
parser v0.5.2; 0 value(s) below 80% confidence