Florida Files

Officeholders

Lori Berman

2024 Form 6 · annual filing (Commission on Ethics) · received 2025-06-18 · 6 pages (text)

Net worth$6,498,198
Income listed$129,973
Real estate$2,307,393
Debts listed$49,733
Worth a look0

Where listed income comes from

  • Real estate 31% $40,400 · Rental Income
  • Investments & retirement 29% $37,946 · Morgan Stanley Smith Barney LLC- dividends/capital gains distribution, Morgan Stanley smith Barney LLC - interest income, FS Credit Real Estate Income Trust S Income Trust S -dividends/capital gains
  • Government & public payroll 20% $26,460 · State of Florida -wages
  • Other / unclassified 19% $25,167 · Comprehensive Closure Concepts, Inc. -wages, Recreational Lease Joint Venture

Worth a look 0

Nothing stood out under the current rules.

Context 4

Context Unusual reporting

Net worth $6,498,198; listed items add up to $6,388,201

Reported net worth: $6,498,198. Household goods + listed assets − listed liabilities = $6,388,201. They roughly agree.

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.”2024 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works

Context Income & business ties

Earns from 4 separate employers or businesses

Several distinct earned-income sources (excluding investments, retirement and Social Security).

What to check
  • Are any of these sources connected to each other or to the office sought?

Rule: Several earned-income sources

How this rule works

Context Wealth & holdings

Reports a net worth of $6,498,198 — a multimillionaire on paper

Net worth is the filer's own figure. Being wealthy isn't a problem; it's context for comparing candidates and for reading the rest of the form.

What to check
  • Compare with the other candidates in the race.
  • Check that the large assets below are described and valued clearly.

Rule: Net worth tier
“Report your net worth as of”2024 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works

Context Wealth & holdings

Real estate worth $2,307,393 (36% of net worth)

Real estate holdings, as listed.

What to check
  • Look the parcels up with the county property appraiser: land use (vacant or improved), assessed value and when they were bought.
  • Check whether any listed liability is a mortgage on these properties.

Rule: Real estate holdings
“Real property: Identify by providing the street address of the property.”2024 Form 6 instructions, Assets ✓ 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

Other filings by Lori Berman

FilingReceivedNet worthItems
2025 Form 6 — annual (Commission on Ethics)2026-06-22$6,665,240

Net worth

Net worth
As of
Household goods (lump sum)

Assets over $1,000 $6,237,934 listed

DescriptionValue

Liabilities over $1,000 $49,733 listed

CreditorAddressAmount

Joint and several liabilities not reported above

Reported as “N/A”.

Income $129,973 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
2026-10-08T13:03:09+00:00
SHA-256
4f91bb1c6e4c15aa0891031d561b00222eb201c6bddd1a0c273571784ca05ee0
Pages
p1 form6 · p2 form6 · p3 form6 · p4 form6 · p5 form6 · p6 form6
Extraction
parser v0.5.2; 0 value(s) below 80% confidence