Estimated Net Worth
- $267 K - $1.2 M
Salary
- Unknown
Employment
- Started 03/21/2024
Records
Financial Disclosure Details - OGE Form 278e (05/05/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Coral Gables, Florida | Attorney & non- equity partner | Present | |
2 | Miami, Florida | Principal/attorne y | Present | |
3 | Tallahassee, Florida | State Senator | 11/2020 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | SUGARMAN & SUSSKIND, P.A., contingency fee case (value not readily ascertainable) | None (or less than $201) | ||
2 | Jose Javier Rodriguez, P.A. (solo legal practice) | $100,001 - $250,000 | Legal fees | $146,238 |
3 | Roth IRA | |||
3.1 | CHARGEPOINT HOLDINGS INC | $1,001 - $15,000 | None (or less than $201) | |
3.2 | HARTFORD CLIMATE OPPORTUNITIES CL I | $15,001 - $50,000 | None (or less than $201) | |
3.3 | ISHARES TR GL CLEAN ENE ETF | $1,001 - $15,000 | None (or less than $201) | |
3.4 | ETFMG ALTERNATIVE HARVEST ETF | $1,001 - $15,000 | None (or less than $201) | |
3.5 | RESTAURANT BRANDS INTERNATIONAL INC COM N | $1,001 - $15,000 | None (or less than $201) | |
3.6 | INVESCO EXCH TRADED FD TR II SOLAR ETF | $1,001 - $15,000 | None (or less than $201) | |
3.7 | TWITTER INC | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Coral Gables, Florida | Upon my resignation, I will retain an interest in the proceeds of a matter currently in litigation where the representation is on a contingency fee basis pursuant to a contract with First Law Strategy Group, LLC (Philadelphia, PA) and the corresponding client. | 8/2019 | |
2 | Miami, Florida | I will end my PA's contractual arrangement with Sugarman & Susskind, withdraw from all appearances and otherwise terminate representation of all clients; but the PA will retain an interest in the proceeds of five matters where the representation is on a contingency fee basis pursuant to contracts with Kelley Uustal PLC (Fort Lauderdale, FL); Tache, Bronis and Descalzo, P. A. (Miami, Florida); McPharlin Law (Fort Lauderdale, FL); The Quackenbush Law Firm (Fort Lauderdale, FL); Boggs Law Group, P.A. (St. Petersburg, FL); and the corresponding clients. | 8/2016 | |
3 | Tallahassee, Florida | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2006 | |
4 | Tallahassee, Florida | I will continue to participate in this defined benefit plan. | 11/2012 | |
5 | Miami, Florida | My solo legal practice will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service. | 8/2016 | |
6 | Tallahassee, Florida | I will continue to participate in group term life insurance from the State of Florida. I will continue to pay the full premiums. | 11/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Coral Gables, Florida | Attorney & non-equity partner | |
2 | Miami, Florida | Principal & attorney | |
3 | Tallahassee, Florida | State legislator through November 2020. | |
4 | Aventura, Florida | Legal services (client of Sugarman & Susskind) | |
5 | Dania Beach, Florida | Legal services (client of Sugarman & Susskind) | |
6 | Miami, Florida | Legal services (client of Sugarman & Susskind) | |
7 | Miami, Florida | Legal services (client of Sugarman & Susskind) | |
8 | Orlando, Florida | Legal services (client of Sugarman & Susskind) | |
9 | Tampa, Florida | Legal services (client of Sugarman & Susskind) | |
10 | Palm Beach Gardens, Florida | Legal services (client of Sugarman & Susskind) |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | The Nature Conservancy | salary | ||
2 | Sonia LLC - environmental consulting business | $15,001 - $50,000 | business income | |
3 | Roth IRA | |||
3.1 | Gamestop Corporation Com US | $1,001 - $15,000 | None (or less than $201) | |
3.2 | ETFMG Alternative Harvest ETF | $1,001 - $15,000 | None (or less than $201) | |
4 | 403(b) The Everglades Foundation | |||
4.1 | The Everglades Foundation, Inc. Defined Contribution Plan | |||
4.1.1 | TIAA-CREF Lifecycle 2040 Fund - Retirement Class (TCLOX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | The Everglades Foundation, Inc. Tax Deferred Annuity | |||
4.2.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | brokerage account #1 | |||
2.1 | INVESCO EXCH TRADED FD TR II S&P GBL WATER | $1,001 - $15,000 | None (or less than $201) | |
2.2 | HARTFORD CLIMATE OPPORTUNITIES CL I | $1,001 - $15,000 | None (or less than $201) | |
3 | brokerage account #2 | |||
3.1 | AMC ENTERTAINMENT HOLDINGS INC | $1,001 - $15,000 | None (or less than $201) | |
3.2 | INVESCO EXCH TRADED FD TR II S&P GBL WATER | $15,001 - $50,000 | None (or less than $201) | |
3.3 | FIDELITY STRATEGIC INCOME FUND | $1,001 - $15,000 | None (or less than $201) | |
3.4 | GAMESTOP CORPORATION COM USD0.001 CLAS | $1,001 - $15,000 | None (or less than $201) | |
3.5 | HARTFORD CLIMATE OPPORTUNITIES CL I | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | US Direct Loans | $15,001 - $50,000 | 2011 | 200 months |
2 | Truist Financial Corporation | $15,001 - $50,000 | 2020 | 75 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2 | Legal fees reported include those received from Sugarman & Susskind, P.A. |
2 | 3.5 | Divested subsequent to filing |
8 | 2 | Unsecured auto loan. |
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