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FORMJ STATEMENT OF 2017 Pita pnnt ot type your nbullmbull m1lllng I FINANCIAL INTERESTS I FOR OFFICE USE ONLY addbull agoncv name and p091tlon itow
IAST NAME - FIRST NAME -- MIDDLE NAME 2018 MA Y2IRoaers Romney 84863 PH I
MAILING ADDRESS
1401 E Broward Boulevard BR OWA J uUNi SUPERV ISO ROF r l[1
Suite 300 CITY ZIP COUNTY
Fort Lauderdale FL 33301 Broward NAME OF AGENCY
Fort Lauderdale Citv Commission NAME OF OFFICE OR POSITION HELD OR SOUGHT
City Commissioner District IV You are not tlmlltcl to llle bullpace on llle lln on Itbull ronn Attach llddttlonel eheelll Hn-eaary
CHECK ONLY IF 0 CANDIDATE OR 0 NEW EMPLOYEE OR APPOINTEE
BOTH PARTS OF THIS SECTION MUST BE COMPLETED DISCLOSURE PERIOD THIS STATEMENT REFLECTS YOUR FINANCIAL INTERESTS FOR THE PRECEDING TAX YEAR VIHETHER BASED ON A CALENDAR YEAR OR ON A FISCAL YEAR PLEASE STATE BELOW WHETHER THIS STATEMENT IS FOR THE PRECEDING TAX YEAR ENDING EITHER (muampt check one)
t DECEMBER 31 2017 QB CJ SPECIFY TAX YEAR IF OTHER THAN THE CALENDAR YEAR
MANNER OF CALCULATING REPORTABLE INTERESTS FILERS HAVE THE OPTION OF USING REPORTING THRESHOLDS THAT ARE ABSOLUTE DOLLAR VALUES WHICH REQUIRES FEWER CALCULATIONS OR USING COMPARATIVE THRESHOLDS llUHICH ARE USUALLY BASED ON PERCENTAGE VALUES (see Instructions for further details) CHECK THE ONE YOU ARE USING (must check one)
a COMPARATIVE (PERCENTAGE) THRESHOLDS QB DOLLAR VALUE THRESHOLDS PART A - PRIMARY SOURCES OF INCOME (Major sources of Income lo the reporting person - See lnstrucllonS) (H you have nothing to report write none or na)
NAME OF SOURCE SOURCES DESCRIPTION OF THE SOURCES OF INCOME ADDRESS PRINCIPAL BUSINESS ACTIVITY
Rogers Morris Ziealer LLP 140 J E Broward Blvd 300 Ft Laud FL Law Firm LLC owns morteaJZe
middot-
and interest614LLC 1401 E Broward Blvd 300 Ft Laud FL in a land trust
ATT4rusn Abull11JtltNbull11 TM
PART B - SECONDARY SOURCES OF INCOME (Major customers Clients and other sources of income to businesses owned by the reporting pllf80n bull See Instructions) (If you have nothing to report write none or naI
NAME OF NAME OF MAJOR SOURCES ADDRESS PRINCIPAL BUSINESS BUSINESS ENTITY OF BUSINESS INCOME OF SOURCE ACTIVITY OF SOURCE
-
SunTrust Banlc SOI E Las Olu Blvd fL ltud FL lJOI
PART c - REAL PROPERTY (Land buildings owned by the reporting person bull See Instructions) (If you have nothing to report write none or naI
350 Lake June Drive Lake Placid FL
CE FORM 1 -E-_ 1 2019
33852
FILING INSTRUCTIONS for when and where to file this form ere located et the bottom of page 2
INSTRUCTIONS on who must file this form and how to flll It out begin on page 3
PAOE1
bullbull lt9
r1 11m1s
(~on-111111~breferenct in RllleJl8202(11 FAC
PART D - INTANGIBLE PERSONAL PROPERTY (Stocks bonds certificates of deposH etc - See instructions) (II you have nothing to report write none or nla)
TYPE OF INTANGIBLE BUSINESS ENTITY TO WHICH THE PROPERTY RELATES
Stock and Bank Accts Cash Securities SunTrust Bank and Fidelity Brokerage Services LLC
CashSecwities (IRA 40IK) Mortgage Merrill Lynch and Hartford Insurance 614 LLC
PART E - LIABILITIES (Major debts - See Instructions) (If you have nolhlng to report write none or na)
NAME OF CREDITOR ADDRESS OF CREDITOR
PART F - INTERESTS IN SPECIFIED BUSINESSES [Ownership or positions In certain type$ of buslnnses bull See Instructions] Clf you have nothing to report write none or na)
NAME OF BUSINESS ENTITY
ADDRESS OF BUSINESS ENTITY
PRINCIPAL BUSINESS ACTIVITY
POSITION HELD WITH ENTITY
I OWN MORE THAN A 5 INTEREST IN THE BUSINESS
NATURE OF MY OWNERSHIP INTEREST
BUSINESS ENTITY 2BUSINESS ENTITY 1
SunTrust BanJt
SOI E Las Olas Blvd ft Laud FL 33301
Banking
Board of Directors (advisory)
PART G - TRAINING For elected munlclpal omcers required lo comple1e annual ethics training plJTauant to section 1123142 FS
s I CERTIFY THAT I HAVE COMPLETED THE REQUIRED TRAINING
IF ANY OF PARTS A THROUGH G ARE CONTINUED ON A SEPARATE SHEET PLEASE CHECK HERE a SIG~AIUBJ QE FILER
Signature
if tir v
Date Signed tg()- rmicro IB1Y10v FJl lNG INSTRIJCTJON middot
If you were mailed the form by the Commission on Elhics or a County Supervisor of Elections for your annual disclosure filing return the form to lllat location To detemiine what category your position falls under see page 3 of instructions
Local offlcerslemployees file will lhe Supervisor of Elecllons of tile county In which they rermanently reside (If you do not permanently reside in Florida le with the Supervisor o the coun~ where your agency has its headquarters) Form 1 liters who file wit the Su~ervisor of ~lections may Ii~~ by mail or email Contact your SupeMsor of Elecl1ons fOf the marling address or email address to use Qg D21 ll[Hil ~LI[ (tUD 12 llll ~lmlliUjga IC ~lllilOI ii rtill bi mturmld State officers or spflCfled state employees who file with the Commission on Ethics may file by mail Of email To file by mall send the completed form to PO Drawer 15709 Tallalassee FL 32317-5709 physical address 35 John Knox Rd Bldg E Ste 200 Tallahassee FL 32303 To file wrlh tile Commission by email scan your completed fonn and any attachments as a pdf (do not use any other rormat) and send it to CEForm1ifllegstatefl us Do not fde by both marl ilDli imlilll ~boose galli g~ itm cmllJQi Form 6s will not be accepted via email
CP6 QC 6IIQBHI) ~H~~6IUBE QHlrl If a certlftad public accountan1 licensed under Chapter 473 or attorney in good atandlng with Iha Flortda Bar prepared this fOrm for you he or she musl complete lhe followtng alatement I prepared the CE Form 1 rn acoordance will Section 1123145 Flortda Slatutea and the lnalruclions lo the form Upon my reasonable knowledge and bellef the disclosure lereln Is irue and corred
CPAAttomey Signature
Date Signed
CbullndldatIbull file this form together with their fifing papers MULTIPLE FILING UNNECESSARY A candidate who flies a Form 1 with a qualifyin~ officer Is not required to file with the Commission or Supervisor of lections
WHEN TO FILE nitally each local officeremployee state officer and specified state employee must file within 30 days of the date of his or her appointment or of the b1inning of employment Appointees who must be confirmed by the enale must file prior to confirmation even if that Is less than 30 days from the date of their appointment
Candidates must Ille at the same time they file their qualifying papers
Thenafter file by July 1 following each calendar year In which they llold their positions
Finally file a final disclosure form (Form 1F) within 60 days of leaving office or employment Fifing a CE Form 1F (Final Statement of Financial Interests) does Ill2I relieve the filer of fili~a CE Form 1 If the filer was in his or her position on December 31 17
CE FORM 1 bull EWedl9 181uary 1 2018 2~by mfenlllce In~ 34-a202(11 FAC
ADDENDUM TO FORM 1 - FINAL STATEMENT OF FINANCIAL INTERESTS ROMNEY ROGERS 84863
PART A - PRIMARY SOURCES OF INCOME
Sale of the following stock Income from Investments I
Amerisource Bergen Corp Carlyle US Equity Ameriprise Finl Inc KKR Direct Lending II ATampT OrbiMed Healthcare Carnival Corp BREP VII Commercial Real Estate Century Link Chevron Corp Cisco Dow Chemical First Energy Corp Gap Inc Home Depot Inc Honeywell Int Inc Met Life Nextera Philip Morris Prudential Financial Qualcomm Inc TE Connectivity Ltd United Healthcare Valero Energy Corp
PART D- INTANGIBLE PERSONAL PROPERTY
Alternative Investments Carlyle US Equity KKR Direct Lending II OrbiMed Healthcare BREP VII Commercial Real Estate
Stocks AbbVie Common Stock Apple Inc Ameriprise Financial Inc AmerisourceBergen Corp ATampT Inc Com USDl Automatic Data Processing Autozone Inc Best Buy Inc Cardinal Health Inc CBOE Holdings Inc Centurylink Inc Cisco Sys Inc Clorox Co Coca Cola Corp CMS Energy Corp Crown Castle Inc CVS Health Corp Dr Pepper Snapple Group Inc Electronic Arts Inc Extra Space Storage Inc Exxon Mobil Corp Fidelity Intermediate Municipal Income Fund FirstEnergy Corp Grainger W W Inc Honeywell International Inc Home Depot Inc lntell Corp Johnson amp Johnson KLA-Tencor Corp Lockheed Martin Corporation LyondellBasell Industries NV McDonalds Corp MetLife Inc Motorola Solutions Inc Newmont Mining Corp Pepsico Inc Philip Morris International Inc
Procter amp Gamble Co Public Storage Prudential Financial Inc Qualcomm Inc Raytheon Co Realty Income Corp Simon Property Group Inc Southern Co SunTrust Banks Inc TE Connectivity Ltd Vanguard Sector Funds Valero Energy Corporation Verizon Communications Inc Wal-Mart Stores Inc Waste Management Inc WEC Energy Group Inc Wells Fargo amp Co Xcel Energy Inc
Municipal Bonds Gulf Breeze Fl RcvLOC Miami Dade CNTY FL SPL Lake City FL School Bd Port St Lucie FL UTIL Lee County FL IDA UTILS JEA Fl Elec Sys Rev Sub LEE CNTY FL IDA UTILS
PART D - INTANGIBLE PERSONAL PROPERTY (Stocks bonds certificates of deposH etc - See instructions) (II you have nothing to report write none or nla)
TYPE OF INTANGIBLE BUSINESS ENTITY TO WHICH THE PROPERTY RELATES
Stock and Bank Accts Cash Securities SunTrust Bank and Fidelity Brokerage Services LLC
CashSecwities (IRA 40IK) Mortgage Merrill Lynch and Hartford Insurance 614 LLC
PART E - LIABILITIES (Major debts - See Instructions) (If you have nolhlng to report write none or na)
NAME OF CREDITOR ADDRESS OF CREDITOR
PART F - INTERESTS IN SPECIFIED BUSINESSES [Ownership or positions In certain type$ of buslnnses bull See Instructions] Clf you have nothing to report write none or na)
NAME OF BUSINESS ENTITY
ADDRESS OF BUSINESS ENTITY
PRINCIPAL BUSINESS ACTIVITY
POSITION HELD WITH ENTITY
I OWN MORE THAN A 5 INTEREST IN THE BUSINESS
NATURE OF MY OWNERSHIP INTEREST
BUSINESS ENTITY 2BUSINESS ENTITY 1
SunTrust BanJt
SOI E Las Olas Blvd ft Laud FL 33301
Banking
Board of Directors (advisory)
PART G - TRAINING For elected munlclpal omcers required lo comple1e annual ethics training plJTauant to section 1123142 FS
s I CERTIFY THAT I HAVE COMPLETED THE REQUIRED TRAINING
IF ANY OF PARTS A THROUGH G ARE CONTINUED ON A SEPARATE SHEET PLEASE CHECK HERE a SIG~AIUBJ QE FILER
Signature
if tir v
Date Signed tg()- rmicro IB1Y10v FJl lNG INSTRIJCTJON middot
If you were mailed the form by the Commission on Elhics or a County Supervisor of Elections for your annual disclosure filing return the form to lllat location To detemiine what category your position falls under see page 3 of instructions
Local offlcerslemployees file will lhe Supervisor of Elecllons of tile county In which they rermanently reside (If you do not permanently reside in Florida le with the Supervisor o the coun~ where your agency has its headquarters) Form 1 liters who file wit the Su~ervisor of ~lections may Ii~~ by mail or email Contact your SupeMsor of Elecl1ons fOf the marling address or email address to use Qg D21 ll[Hil ~LI[ (tUD 12 llll ~lmlliUjga IC ~lllilOI ii rtill bi mturmld State officers or spflCfled state employees who file with the Commission on Ethics may file by mail Of email To file by mall send the completed form to PO Drawer 15709 Tallalassee FL 32317-5709 physical address 35 John Knox Rd Bldg E Ste 200 Tallahassee FL 32303 To file wrlh tile Commission by email scan your completed fonn and any attachments as a pdf (do not use any other rormat) and send it to CEForm1ifllegstatefl us Do not fde by both marl ilDli imlilll ~boose galli g~ itm cmllJQi Form 6s will not be accepted via email
CP6 QC 6IIQBHI) ~H~~6IUBE QHlrl If a certlftad public accountan1 licensed under Chapter 473 or attorney in good atandlng with Iha Flortda Bar prepared this fOrm for you he or she musl complete lhe followtng alatement I prepared the CE Form 1 rn acoordance will Section 1123145 Flortda Slatutea and the lnalruclions lo the form Upon my reasonable knowledge and bellef the disclosure lereln Is irue and corred
CPAAttomey Signature
Date Signed
CbullndldatIbull file this form together with their fifing papers MULTIPLE FILING UNNECESSARY A candidate who flies a Form 1 with a qualifyin~ officer Is not required to file with the Commission or Supervisor of lections
WHEN TO FILE nitally each local officeremployee state officer and specified state employee must file within 30 days of the date of his or her appointment or of the b1inning of employment Appointees who must be confirmed by the enale must file prior to confirmation even if that Is less than 30 days from the date of their appointment
Candidates must Ille at the same time they file their qualifying papers
Thenafter file by July 1 following each calendar year In which they llold their positions
Finally file a final disclosure form (Form 1F) within 60 days of leaving office or employment Fifing a CE Form 1F (Final Statement of Financial Interests) does Ill2I relieve the filer of fili~a CE Form 1 If the filer was in his or her position on December 31 17
CE FORM 1 bull EWedl9 181uary 1 2018 2~by mfenlllce In~ 34-a202(11 FAC
ADDENDUM TO FORM 1 - FINAL STATEMENT OF FINANCIAL INTERESTS ROMNEY ROGERS 84863
PART A - PRIMARY SOURCES OF INCOME
Sale of the following stock Income from Investments I
Amerisource Bergen Corp Carlyle US Equity Ameriprise Finl Inc KKR Direct Lending II ATampT OrbiMed Healthcare Carnival Corp BREP VII Commercial Real Estate Century Link Chevron Corp Cisco Dow Chemical First Energy Corp Gap Inc Home Depot Inc Honeywell Int Inc Met Life Nextera Philip Morris Prudential Financial Qualcomm Inc TE Connectivity Ltd United Healthcare Valero Energy Corp
PART D- INTANGIBLE PERSONAL PROPERTY
Alternative Investments Carlyle US Equity KKR Direct Lending II OrbiMed Healthcare BREP VII Commercial Real Estate
Stocks AbbVie Common Stock Apple Inc Ameriprise Financial Inc AmerisourceBergen Corp ATampT Inc Com USDl Automatic Data Processing Autozone Inc Best Buy Inc Cardinal Health Inc CBOE Holdings Inc Centurylink Inc Cisco Sys Inc Clorox Co Coca Cola Corp CMS Energy Corp Crown Castle Inc CVS Health Corp Dr Pepper Snapple Group Inc Electronic Arts Inc Extra Space Storage Inc Exxon Mobil Corp Fidelity Intermediate Municipal Income Fund FirstEnergy Corp Grainger W W Inc Honeywell International Inc Home Depot Inc lntell Corp Johnson amp Johnson KLA-Tencor Corp Lockheed Martin Corporation LyondellBasell Industries NV McDonalds Corp MetLife Inc Motorola Solutions Inc Newmont Mining Corp Pepsico Inc Philip Morris International Inc
Procter amp Gamble Co Public Storage Prudential Financial Inc Qualcomm Inc Raytheon Co Realty Income Corp Simon Property Group Inc Southern Co SunTrust Banks Inc TE Connectivity Ltd Vanguard Sector Funds Valero Energy Corporation Verizon Communications Inc Wal-Mart Stores Inc Waste Management Inc WEC Energy Group Inc Wells Fargo amp Co Xcel Energy Inc
Municipal Bonds Gulf Breeze Fl RcvLOC Miami Dade CNTY FL SPL Lake City FL School Bd Port St Lucie FL UTIL Lee County FL IDA UTILS JEA Fl Elec Sys Rev Sub LEE CNTY FL IDA UTILS
ADDENDUM TO FORM 1 - FINAL STATEMENT OF FINANCIAL INTERESTS ROMNEY ROGERS 84863
PART A - PRIMARY SOURCES OF INCOME
Sale of the following stock Income from Investments I
Amerisource Bergen Corp Carlyle US Equity Ameriprise Finl Inc KKR Direct Lending II ATampT OrbiMed Healthcare Carnival Corp BREP VII Commercial Real Estate Century Link Chevron Corp Cisco Dow Chemical First Energy Corp Gap Inc Home Depot Inc Honeywell Int Inc Met Life Nextera Philip Morris Prudential Financial Qualcomm Inc TE Connectivity Ltd United Healthcare Valero Energy Corp
PART D- INTANGIBLE PERSONAL PROPERTY
Alternative Investments Carlyle US Equity KKR Direct Lending II OrbiMed Healthcare BREP VII Commercial Real Estate
Stocks AbbVie Common Stock Apple Inc Ameriprise Financial Inc AmerisourceBergen Corp ATampT Inc Com USDl Automatic Data Processing Autozone Inc Best Buy Inc Cardinal Health Inc CBOE Holdings Inc Centurylink Inc Cisco Sys Inc Clorox Co Coca Cola Corp CMS Energy Corp Crown Castle Inc CVS Health Corp Dr Pepper Snapple Group Inc Electronic Arts Inc Extra Space Storage Inc Exxon Mobil Corp Fidelity Intermediate Municipal Income Fund FirstEnergy Corp Grainger W W Inc Honeywell International Inc Home Depot Inc lntell Corp Johnson amp Johnson KLA-Tencor Corp Lockheed Martin Corporation LyondellBasell Industries NV McDonalds Corp MetLife Inc Motorola Solutions Inc Newmont Mining Corp Pepsico Inc Philip Morris International Inc
Procter amp Gamble Co Public Storage Prudential Financial Inc Qualcomm Inc Raytheon Co Realty Income Corp Simon Property Group Inc Southern Co SunTrust Banks Inc TE Connectivity Ltd Vanguard Sector Funds Valero Energy Corporation Verizon Communications Inc Wal-Mart Stores Inc Waste Management Inc WEC Energy Group Inc Wells Fargo amp Co Xcel Energy Inc
Municipal Bonds Gulf Breeze Fl RcvLOC Miami Dade CNTY FL SPL Lake City FL School Bd Port St Lucie FL UTIL Lee County FL IDA UTILS JEA Fl Elec Sys Rev Sub LEE CNTY FL IDA UTILS
PART D- INTANGIBLE PERSONAL PROPERTY
Alternative Investments Carlyle US Equity KKR Direct Lending II OrbiMed Healthcare BREP VII Commercial Real Estate
Stocks AbbVie Common Stock Apple Inc Ameriprise Financial Inc AmerisourceBergen Corp ATampT Inc Com USDl Automatic Data Processing Autozone Inc Best Buy Inc Cardinal Health Inc CBOE Holdings Inc Centurylink Inc Cisco Sys Inc Clorox Co Coca Cola Corp CMS Energy Corp Crown Castle Inc CVS Health Corp Dr Pepper Snapple Group Inc Electronic Arts Inc Extra Space Storage Inc Exxon Mobil Corp Fidelity Intermediate Municipal Income Fund FirstEnergy Corp Grainger W W Inc Honeywell International Inc Home Depot Inc lntell Corp Johnson amp Johnson KLA-Tencor Corp Lockheed Martin Corporation LyondellBasell Industries NV McDonalds Corp MetLife Inc Motorola Solutions Inc Newmont Mining Corp Pepsico Inc Philip Morris International Inc
Procter amp Gamble Co Public Storage Prudential Financial Inc Qualcomm Inc Raytheon Co Realty Income Corp Simon Property Group Inc Southern Co SunTrust Banks Inc TE Connectivity Ltd Vanguard Sector Funds Valero Energy Corporation Verizon Communications Inc Wal-Mart Stores Inc Waste Management Inc WEC Energy Group Inc Wells Fargo amp Co Xcel Energy Inc
Municipal Bonds Gulf Breeze Fl RcvLOC Miami Dade CNTY FL SPL Lake City FL School Bd Port St Lucie FL UTIL Lee County FL IDA UTILS JEA Fl Elec Sys Rev Sub LEE CNTY FL IDA UTILS
Procter amp Gamble Co Public Storage Prudential Financial Inc Qualcomm Inc Raytheon Co Realty Income Corp Simon Property Group Inc Southern Co SunTrust Banks Inc TE Connectivity Ltd Vanguard Sector Funds Valero Energy Corporation Verizon Communications Inc Wal-Mart Stores Inc Waste Management Inc WEC Energy Group Inc Wells Fargo amp Co Xcel Energy Inc
Municipal Bonds Gulf Breeze Fl RcvLOC Miami Dade CNTY FL SPL Lake City FL School Bd Port St Lucie FL UTIL Lee County FL IDA UTILS JEA Fl Elec Sys Rev Sub LEE CNTY FL IDA UTILS