2023 Form 6 · annual filing (Commission on Ethics) · received 2024-01-08 · 6 pages (text)
Net worth$2,755,000
Income listed$285,147
Real estate$2,538,3904 properties
Debts listed$1,492,552
Worth a look3
Where listed income comes from
Government & public payroll 60% $172,237 · Broward Sheriff Office of Fire Rescue, City of Lighthouse Point
Investments & retirement 40% $112,910 · City of Deerfield Beach Pension
Worth a look 3
Worth a lookUnusual reporting
Values 2120 NE 41 Street (Per BCPA website) Lighthouse Point, FL at $790,430
Online assets rarely have an established market price, and the form doesn't say how this value was reached. Assets must be reported at fair market value; this one is 29% of reported net worth.
What to check
Is there evidence of sales or appraisals at this value?
Would the net worth look different without it?
Rule: Hard-to-value asset
“Value each asset by its fair market value on the date used in the Net Worth section of this form.”2023 Form 6 instructions, Assets — How to Value ✓ quoted from the saved instructions · how this rule works
Worth a lookUnusual reporting
Values 2110 NE 41 Street (Per BCPA website) Lighthouse Point, FL at $785,910
Online assets rarely have an established market price, and the form doesn't say how this value was reached. Assets must be reported at fair market value; this one is 29% of reported net worth.
What to check
Is there evidence of sales or appraisals at this value?
Would the net worth look different without it?
Rule: Hard-to-value asset
“Value each asset by its fair market value on the date used in the Net Worth section of this form.”2023 Form 6 instructions, Assets — How to Value ✓ quoted from the saved instructions · how this rule works
Worth a lookUnusual reporting
Values 2750 NE 40 CT (Per BCPA website) Lighthouse Point, FL at $950,050
Online assets rarely have an established market price, and the form doesn't say how this value was reached. Assets must be reported at fair market value; this one is 34% of reported net worth.
What to check
Is there evidence of sales or appraisals at this value?
Would the net worth look different without it?
Rule: Hard-to-value asset
“Value each asset by its fair market value on the date used in the Net Worth section of this form.”2023 Form 6 instructions, Assets — How to Value ✓ quoted from the saved instructions · how this rule works
Context 5
ContextUnusual reporting
Lists CARS, COIN separately from the $78,000 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 ($61,754) 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 $2,755,000; listed items add up to $2,294,419
Reported net worth: $2,755,000. Household goods + listed assets − listed liabilities = $2,294,419. 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
ContextWealth & holdings
Reports a net worth of $2,755,000 — 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
Real estate worth $2,538,390 across 4 properties (92% 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.