2022 Form 6 · annual filing (Commission on Ethics) · received 2023-06-20 · 83 pages (text)
Net worth$11,197,366
Income listed$337,407
Real estate$3,151,8343 properties
Debts listed$0
Worth a look0
Net worth over time
Where listed income comes from
Government & public payroll 54% $182,060 · State of Florida, Chief Financial Officer
Investments & retirement 21% $71,012 · National Financial Services, LLC, as Administrator for Synovus Securities, Inc., Morgan Stanley, Belgard Capital Fund, LLC
Banking, mortgage & lending 19% $63,342 · Synovus Bank, Pen Air Federal Credit Union, The First Bank
Other / unclassified 6% $20,994 · Exchange Place LP, Ironwood
Worth a look 0
Nothing stood out under the current rules.
Context 6
ContextUnusual reporting
Lists 1 investment account ($67,493) 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 $11,197,366; listed items add up to $11,197,367
Reported net worth: $11,197,366. Household goods + listed assets − listed liabilities = $11,197,367. They roughly agree. 1 listed item(s) have no amount, so the comparison is incomplete.
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
ContextMissing or incomplete
Assets itemized in an attachment on pages 6–16, 18–33, 35–78, 80–83
The form says “see attached” for 1 entry, and this copy includes the attachment (pages 6–16, 18–33, 35–78, 80–83).
What to check
Open the attachment page to see the individual holdings behind each total.
Rule: Itemized in an attachment
“A filer may include and submit attachments or other supporting documentation when filing”2022 Form 6 instructions, Attachments ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
Earns from 6 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 $11,197,366 — 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”2022 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Real estate worth $3,151,834 across 3 properties (28% 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.”2022 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
Where to look next
Some of what this filing reports stands out. 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.
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