2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-31 · 14 pages (text)
Net worth$7,783,553
Income listed$181,348
Real estate$3,025,0004 properties
Debts listed$0
Worth a look1
Net worth over time
Where listed income comes from
Investments & retirement 94% $171,348 · Florida Retirement System, IRA Distributions - Raymond James, Dividends, Investment Dividends (attached)
Government & public payroll 6% $10,000 · State of Florida
Other / unclassified 0% $0 · See Attached
Worth a look 1
Worth a lookMissing or incomplete
$4,053,974 of assets itemized in an attachment on pages 6–12, 14; $3,488,526 of it isn't found there
The form says “see attached” for 4 entries, and this copy includes the attachment (pages 6–12, 14). Merrill Lynch Brokerage Acct. (attached) — $1,791,919: no matching amount found on the attachment; Raymond James IRA (attached) — $1,696,607: no matching amount found on the attachment; Ameritrade Brokerage Account (attached) — $386,030: matches “bo” 386,029.76 100.00%” (page 7); Vanguard IRA (attached) — $179,418: matches “Total Est. annual income: $4,970.18; Est. yield: 2.77% $162,143.68 $179,417.70” (page 8). An entry with no matching amount may be on a page that isn't in this copy, or the attachment may total it differently (or OCR misread it) — compare the page 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”2023 Form 6 instructions, Attachments ✓ quoted from the saved instructions · how this rule works
Context 3
ContextUnusual reporting
Net worth $7,783,553; listed items add up to $7,783,553
Reported net worth: $7,783,553. Household goods + listed assets − listed liabilities = $7,783,553. 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.”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Reports a net worth of $7,783,553 — 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 $3,025,000 across 4 properties (39% 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
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.