2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-23 · 7 pages (text)
Net worth$16,417,851
Income listed$1,104,140
Real estate$1,840,4742 properties
Debts listed$470,783
Worth a look0
Net worth over time
Where listed income comes from
Other / unclassified 91% $1,003,225 · Anderson Automotive, Truist/Suntrust, First Horizon/Iberia/Old FL Money Market, Genova Enterprises LLC, Genova Ventures 1, LLC (including BRDG Stock), Sale of Winter Park Gardens L-1,, ACVIX- American Century Small Cap Value, BILPX- BlackRock Event Driven Equity, CEYIX- Calvert Equity I, FDL- First Trust Morningstar Div Leaders, GNL- Global Net Lease Inc, GSIKX- Goldman Sachs Intl Equity Inc I, GIUSX- Guggenheim Core Bond, IVV- iShares S&P 500 Core, HFQIX- Janus Henderson Glbl Equity Incm., JEPI- JPMorgan Equity Premium Income, NBPIX- Neuberger Berman Large Cap Val I, PFLEX- PIMCO Flexible Credit Income, PIMIX- PIMCO Income, RTL- The Necessity Retail REIT Inc, INFIX- Tortoise MLP & Energy Income Ins, VTR- Ventas Inc, VEVIX- Victory Sycamore Estbld Value I, WELL- Welltower Inc Com, HDEF- Xtrackers MSCI-EAFE High Div Eq
Banking, mortgage & lending 3% $32,361 · One Florida Bank, AGNC- American Capital Agency Corp., NLY- Annaly Capital Management, PSEC- Prospect Capital Corp.
Real estate 2% $23,821 · RQI- Cohen & Steers Quality Inc. Realty, PEAK- Healthpeak Properties Ord
Consulting, lobbying & public affairs 2% $21,909 · MWSIX- Met. West Strategic Income I, PTIAX- Performance Trust Strategic Bond
Government & public payroll 2% $21,468 · City of Winter Park, BBIIX- BBH Intermediate Municipal Bond, PTIMX- Performance Trust Municipal Bond
Investments & retirement 0% $1,357 · SCHM- Schwab US Mid-Cap
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Net worth $16,417,851; listed items add up to $21,210,497
Reported net worth: $16,417,851. Household goods + listed assets − listed liabilities = $21,210,497. The difference matches the joint and several liabilities (e.g. a mortgage shared with a spouse).
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
Earns from 36 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 $16,417,851 — 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 $1,840,474 across 2 properties (11% 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
ContextWealth & holdings
Lists 1 business under “Interests in Specified Businesses”
Listed under “Interests in Specified Businesses”: CCRC Development Corp, dba Legacy Pointe Retirement Community at UCF. 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.
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