2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-13 · 6 pages (text)
Net worth$1,369,133
Income listed$97,273
Real estate$650,000
Debts listed$359,095
Worth a look0
Net worth over time
Where listed income comes from
Other / unclassified 64% $62,677 · Shepherd's Hope
Government & public payroll 36% $34,596 · School Board of OCPS
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Lists 2 investment accounts ($411,769) 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 $1,369,133; listed items add up to $1,013,048
Reported net worth: $1,369,133. Household goods + listed assets − listed liabilities = $1,013,048. Net worth roughly equals the listed assets before debts — the debts may not have been subtracted.
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
64% of listed income ($62,677) comes from Shepherd's Hope
Listed income totals $97,273 from 2 sources. The largest is classed as other / unclassified.
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
ContextWealth & holdings
Reports a net worth of $1,369,133 — 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”: Advocate Enterprises, LLC. 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
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
#1 Name
Address
Activity
Position
Owns > 5%
Nature of ownership
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