2022 Form 6 · annual filing (Commission on Ethics) · received 2023-06-28 · 30 pages (text)
Net worth$5,852,920
Income listed$261,248
Real estate$1,200,000
Debts listed$0
Worth a look0
Where listed income comes from
Investments & retirement 71% $184,866 · Florida Division of Retirement, TD Ameritrade IRA, Nationwide Retirement Solutions, Fidelity IRA, State Farm Life Ins Co IRA, Social Security, Charles Schwab Dividends, Fidelity Dividends, Charles Schwab Tax-Exempt Interest, TD Ameritrade Tax-Exempt Interest
Other / unclassified 29% $76,382 · Richard Suarez PA W-2, Richard Suarez PA K-1
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Net worth $5,852,920; listed items add up to $5,852,920
Reported net worth: $5,852,920. Household goods + listed assets − listed liabilities = $5,852,920. 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
$2,183,377 of assets itemized in an attachment on pages 6–30 — each entry is accounted for there
The form says “see attached” for 5 entries, and this copy includes the attachment (pages 6–30). TD Ameritrade, IRA (see statement attached) — $582,340: matches “TOTAL HOLDINGS $582,340.49 $462,996.32 $64,146.85 $14,670.46” (page 12); TD Ameritrade (see statement attached) — $383,449: matches “a ACCOUNT SUMMARY Total Account Value: $383,448.50” (page 13); Charles Schwab, SEP IRA (see statement attached) — $16,684: matches “Total Assets Long $ 16,683.96” (page 19); Charles Schwab (see statement attached) — $1,104,681: matches “| Total oe Total Account Assets aie Value Long oo $ 1,104,681.42 1,104,681.42 ~ 400% } a 48% 3% 5% Equity Bond Exchange Funds Funds Traded” (page 23); Fidelity IRA (see statement attached) — $96,223: matches “TOTAL FIXED INCOME $99,575.13 $98,918.60 $656.53 -” (page 15) — within $2,696, likely rounding.
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
ContextWealth & holdings
Reports a net worth of $5,852,920 — 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 $1,200,000 (21% 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
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.