2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-20 · 10 pages (text)
Net worth$5,033,493
Income listed$130,034
Real estate$1,826,8202 properties
Debts listed$0
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 53% $68,860 · United States Treasury - social security income, Charles Schwab & Co, Inc - 1099-R, Loan to Sobanet - Interest Income, Schwab Value Advantage M (Charles Schwab Dividends), Parnassus Mid Cap Growth (Charles Schwab Capital Gain), Select Semiconductors (Charles Schwab - Capital Gain), Victory Sycamore Establi (Charles Schwab - Capital Gain), Sale of Wisdomtree International Hedged Quality Dividend Growth Stock (Raymond James), Guggenheim Total Return Bond Fund Instl CL N/L (Raymond James Dividends), Pimco Income Fund CL I2 N/L (Raymond James Dividends), USAA Federal Savings Bank - Interest
Other / unclassified 24% $31,814 · Raymond James Trust Company of New Hampshire - 1099-R, Sale of Davis Select U.S. Equity ETF Stock (Raymond James), Sale of Ishares Tr RUS TP200 GR ETF Stock (Raymond James), Sale of SPDR Portfolio Developed World EX - US ETF Stock (Raymond James), Sale of SPDR Portfolio S&P 500 ETF Stock (Raymond James), Sale of Vaneck Morningstar Wide Moat ETF Stock (Raymond James)
Government & public payroll 22% $28,135 · State of Florida - Salary State Senator
Consulting, lobbying & public affairs 1% $1,225 · Sale of SPDR MSCI USA Strategic Factors ETF Stock (Raymond James)
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Lists 17 investment accounts ($627,755) 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”2023 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Net worth $5,033,493; listed items add up to $5,033,496
Reported net worth: $5,033,493. Household goods + listed assets − listed liabilities = $5,033,496. 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.”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
Earns from 8 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 $5,033,493 — 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”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Real estate worth $1,826,820 across 2 properties (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.”2023 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.
Secondary sources (major customers of businesses owned)
Reported as “N/A”.
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