2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-24 · 45 pages (text)
Net worth$12,846,917
Income listed$673,135
Real estate$525,136
Debts listed$0
Worth a look0
Net worth over time
Where listed income comes from
Other / unclassified 52% $348,717 · CCC Warehouse LLC, Ipanema Fairview II LLC, Ipanema Green Bay LLC, Ipanema Madison LLC, Ipanema Nomi LLC, Ipanema Nomi II LLC, Ipanema Nomi III LLC, Ipanema Smokey Park LLC, Ipanema Avis LLC, Ipanema Brywood II LLC, See Attached
Government & public payroll 29% $192,284 · Miami-Dade County
Investments & retirement 17% $117,761 · Charles Schwab & Co. {REDACTED} (interest, dividends, capital gains), Charles Schwab & Co. {REDACTED} (interest, dividends, capital gains), Morgan Stanley - Investment Account {REDACTED}(interest, dividends, capital gains), Morgan Stanley - Investments Account {REDACTED} (interest, dividends, capital gains), Kimco Realty Corporation - common shares (dividends), Getty Realty Corp. - common shares (dividends)
Real estate 2% $14,373 · Ipanema Midland LLC
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Net worth $12,846,917; listed items add up to $12,846,017
Reported net worth: $12,846,917. Household goods + listed assets − listed liabilities = $12,846,017. 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
ContextMissing or incomplete
$4,290,656 of assets itemized in an attachment on pages 7–16, 18–26, 28–38, 40–45 — the totals match
The form says “see attached” for 8 entries, and this copy includes the attachment (pages 7–16, 18–26, 28–38, 40–45). Charles Schwab & Co. - Individual Retirement Account {REDACTED} (See attached Statement) — $82,327: matches “Total $82,326.69 100%” (page 31); Charles Schwab & Co. - Investment Account {REDACTED} (See attached Statement) — $1,567,217: matches “NA Total $1,567,216.85 100%” (page 9); Charles Schwab & Co. - Investment Account {REDACTED} (See attached Statement) — $874,814: matches “Total $874,813.96 100% Total Income $0.00 $5,752.19 $0.00 $26,643.49” (page 19); Morgan Stanley - Investment Account {REDACTED}(See attached Statement) — $449,766: matches “ROBERT C. CAVA AND Ending Total Value (as of 12/31/23) $449,765.61” (page 24); Morgan Stanley - Investment Account {REDACTED} (See attached Statement) — $295,129: matches “TOTAL ENDING VALUE $295,128.65 $295,128.65 DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC” (page 37); Equitable - Retirement Life Insurance Account (See attached Statement) — $501,721: matches “form or contact Customer Service for assistance. Total Account Value $501,720.95 $501,720.95” (page 42); Lincoln Financial Group - Life Insurance Policy (See attached Statement) — $512,618: matches “Accumulation Value $459,258.63 $512,617.95” (page 44); Victory Fund (See attached Statement) — $7,064: matches “$7,063.57 100.00%” (page 45).
What to check
Open the attachment page to see the individual holdings behind each total.
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
ContextIncome & business ties
Earns from 13 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 $12,846,917 — 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
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.
Secondary sources (major customers of businesses owned)
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