2022 Form 6 · annual filing (Commission on Ethics) · received 2023-07-01 · 82 pages (text)
Net worth$9,367,926
Income listed$618,647
Real estate$509,841
Debts listed$0
Worth a look0
Net worth over time
Where listed income comes from
Other / unclassified 45% $279,385 · 6400 LLC, CCC Warehouses, Ipanema Fairview II LLC, Ipanema Green Bay LLC, Ipanema Madison LLC, Ipanema Nomi LLC, Ipanema Nomi II LLC, Ipanema Nomi III LLC, Ipanema Smokey Park LLC
Government & public payroll 31% $192,261 · Miami-Dade County
Investments & retirement 20% $124,373 · Charles Schwab & Co. #{REDACTED} (interest, dividends, capital gains), Charles Schwab & Co. #{REDACTED} (interest, dividends, capital gains), Morgan Stanley - Investment Account # {REDACTED} (interest, dividends, capital gains), Morgan Stanley - Investments Account # {REDACTED} (interest, dividends, capital gains), Kimco Realty Corporation - common shares (dividends), Getty Realty Corp. - common shares (dividends)
Real estate 4% $22,628 · Ipanema Midland LLC
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Net worth $9,367,926; listed items add up to $9,367,024
Reported net worth: $9,367,926. Household goods + listed assets − listed liabilities = $9,367,024. 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
$3,543,378 of assets itemized in an attachment on pages 7, 9–61, 63–75, 77–82; $619,922 of it couldn't be confirmed from the low-resolution pages
The form says “see attached” for 8 entries, and this copy includes the attachment (pages 7, 9–61, 63–75, 77–82). Charles Schwab & Co. - Individual Retirement Account # {REDACTED} (See attached Statement) — $72,110: matches “Account Value as of 12/31/2022:$ 72,111.61” (page 11) — within $2, likely rounding; Charles Schwab & Co. - Investment Account #{REDACTED} (See attached Statement) — $1,363,870: matches “: Total ‘Ota Net boan Account ACCOurE Balance Value Vase ce LR $ 1,363,870.18 ce IRS OOO, 100% | BE 49% 19% Exchange mands Equity Funds Traded” (page 45); Charles Schwab & Co. - Investment Account #{REDACTED} (See attached Statement) — $619,922: no matching amount found on the attachment; Morgan Stanley - Investment Account #{REDACTED} (See attached Statement) — $381,368: matches “Total Assets $396,545.66 $381,368.11 Income and Distributions 12,341.01 12,341.02” (page 61); Morgan Stanley - Investment Account #{REDACTED} (See attached Statement) — $285,619: matches “STATEMENT PACKAGE FOR: ° TOTAL VALUE OF YOUR ACCOUNTS {as of 12/32/22) $285,619.01” (page 65); Equitable - Retirement Life Insurance Account (See attached Statement) — $398,605: matches “anytime form or contact to dowiload Customer a Beneficiary Service for Change assistance. Total Account Value $398,605.06 $398,605.06” (page 71); Lincoln Financial Group - Life Insurance Policy (See attached Statement) — $415,576: matches “Total Accumulation Vaiue $392,332.17 $415,576.45” (page 74); USAA Mutual Fund (See attached Statement) — $6,308: matches “Total USAA Value GORNERSTONE MOD AGGRESSIVE FUND —eeversewrcaisniesnieccnrermrenaretes. 97,200.28 $7 280.25 PPA shiney $6,507.61 $6,307.64 den eng ever Jen eaee” (page 81). 70 of the 73 attachment pages are low-resolution images (about 144 dpi), where digits are often misread, so these totals couldn't be checked automatically. The pages may also be holdings detail without the account summary — compare them with the form.
What to check
Open the attachment page to see the individual holdings behind each total.
Compare the unmatched entries with the attachment, and with the filer's annual filing.
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 11 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 $9,367,926 — 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
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.
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