2023 Form 6 · annual filing (Commission on Ethics) · received 2024-07-10 · 5 pages (text)
Net worth$1,142,250
Income listed$936,467
Real estate$0
Debts listed$519,000
Worth a look1
Net worth over time
Where listed income comes from
Law 93% $867,500 · Rubenstein Law, Rouson and Associates
Other / unclassified 4% $39,270 · SSA
Government & public payroll 3% $29,697 · State of Florida
Worth a look 1
Worth a lookIncome & business ties
No major clients listed for Rouson ans Associates, which paid them $10,500
Owners of more than 5% of a business who received more than $1,000 from it must list the business's customers or clients that provided more than 10% of its gross income. The secondary income section is empty or N/A. That's correct only if no single customer exceeded 10% — the form doesn't say.
What to check
For a small or one-person business, it is unusual for no client to exceed 10% of revenue.
Check the business's public contracts or listings for major clients.
Rule: Business owner with no major clients listed
“If your ownership and gross income exceeded the two thresholds listed above, then for that business entity you must list every source of income to the business entity which exceeded 10% of the business entity's gross income”2023 Form 6 instructions, Income — Secondary Sources ✓ quoted from the saved instructions · how this rule works
Context 9
ContextUnusual reporting
Lists vehicles separately from the $70,000 household-goods total
Personal vehicles, jewelry, art and furnishings can be reported in the household-goods lump sum or itemized. Net worth doesn't appear to count them twice.
What to check
No action needed unless the lump sum also includes these items.
Rule: Household items listed twice
“Describe, and state the value of, each asset you had on the reporting date you selected for your net worth, if the asset was worth more than $1,000 and if you have not already included that asset in the aggregate value of your household goods and personal effects.”2023 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Lists 1 investment account ($105,000) 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
“retirement account” ($105,000) doesn't name the institution
Intangible assets should name the entity they relate to.
What to check
Which bank, company or fund is this?
Rule: Asset without a named institution
“Do not list simply "stocks and bonds" or "bank accounts."”2023 Form 6 instructions, Assets (quote not found in this year's instructions) · how this rule works
ContextUnusual reporting
Net worth $1,142,250; listed items add up to -$144,150
Reported net worth: $1,142,250. Household goods + listed assets − listed liabilities = -$144,150. A difference is normal: net worth also counts assets and debts that aren't listed individually (items under $1,000, credit cards, taxes), and the instructions say subtracting listed liabilities from listed assets won't give an accurate figure in most cases.
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
92% of listed income ($857,000) comes from Rubenstein Law
Listed income totals $936,467 from 4 sources. The largest is classed as law.
What to check
Who is this source, and does it have business before the office sought?
If the filer owns it, check the business section and secondary income.
Rule: Where the money comes from
“List the name of each source of income that provided you with more than $1,000 of income during”2023 Form 6 instructions, Income ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
Most income is from law (93%)
Sector is inferred from the names of income sources and the businesses they own.
What to check
Consider whether decisions in the office sought affect this industry.
Rule: Where the money comes from
“List the name of each source of income that provided you with more than $1,000 of income during”2023 Form 6 instructions, Income ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
Earns from 4 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 $1,142,250 — 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”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Lists 1 business under “Interests in Specified Businesses” and owns more than 5% of it
Listed under “Interests in Specified Businesses”: Rouson ans Associates. That section covers banks, insurers, mortgage and small-loan companies, utilities, alcohol licensees, pari-mutuels and holders of city or county franchises — industries where officials' interests are disclosed separately.
What to check
Check whether the office sought oversees or contracts with these industries.
Look the businesses up on Sunbiz for officers and registered agents.
Rule: Stakes in closely regulated businesses
“The types of businesses covered in this section include: state and federally chartered banks”2023 Form 6 instructions, Interests in Specified Businesses ✓ 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.