2022 Form 6 · annual filing (Commission on Ethics) · received 2023-05-11 · 5 pages (text)
Net worth$3,465,197
Income listed$303,986
Real estate$400,000
Debts listed$82,769
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 96% $292,775 · State of Florida Retirement System, Raymond James Trust Company of New Hampshire-IRA, FRS Investment Plan Admin., Nationwide Retirement Solutions, Inc., Social Security Benefits
Other / unclassified 2% $6,221 · Selected Funds
Banking, mortgage & lending 1% $2,989 · Suncoast Credit Union
Government & public payroll 1% $2,000 · State of Florida
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Lists 1 investment account ($12,201) 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”2022 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Net worth $3,465,197; listed items add up to $3,465,197
Reported net worth: $3,465,197. Household goods + listed assets − listed liabilities = $3,465,197. 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.”2022 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
Earns from 3 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?
Reports a net worth of $3,465,197 — a millionaire 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”2022 Form 6 instructions, Net Worth ✓ 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.
Elected to attach federal tax return instead: not read
Primary sources
Source
Address
Amount
Secondary sources (major customers of businesses owned)
Interests in specified businesses
Reported as “N/A”.
Companies on the state register
Companies this filing names, as the Division of Corporations lists them. Their role is shown when the filer is an officer or registered agent. A company matched by name only is shown just when it's active. How these are matched