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Tallahassee, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shonan Gold Financial Llc | Tallahassee | FL | 11/2021 | Present |
| Zarnelle Llc Dba Supremely You | Tallahassee | FL | 06/2017 | Present |
| Florida State University College Of Medicine | Tallahassee | FL | 08/2015 | 10/2023 |
| St. John's Episcopal Church | Tallahassee | FL | 09/2023 | Present |
| Columbia College Of Missouri | Columbia | MO | 11/2023 | Present |
| Liberty Tax Services | Tallahassee | FL | 12/2023 | 04/2024 |
| Smartpath, Inc. | Atlanta | GA | 03/2024 | Present |
| Regis College | Weston | MA | 07/2025 | Present |
| Southern New Hampshire University | Manchester | NH | 08/2025 | Present |
| Student Loan Planner | Durham | NC | 08/2025 | Present |
Student Loan Planner, non-investment related, 555 S Mangum St Suite 100 Durham, NC 27701, Consulting, Consultant, 08/2025, 40 Hours per month, 40 hours per month, consulting on student loans Southern New Hampshire University, non-investment related, 2500 N River Rd, Manchester, NH 03106, University, Adjunct Instructor, 08/2025, 40 Hours per month, 8 hours per month, reviewing and grading student submissions Regis College, non-investment related, 235 Wellesley St, Weston, MA 02493, College, Adjunct Instructor, 07/2025, 8 Hours per month, 0 hours per month, online instruction Financial Planning Association of Florida, Inc, non-investment related, Dogwood Way, Naples, FL 34116, non-profit association, Treasurer, 04/2024, 4 Hours per month, 0 hours per month, general financial oversight SmartPath, Inc, non-investment related, 2451 Cumberland Pkwy SE, Suite 3608, Atlanta, GA 30339, Financial Wellness, Presenter, 03/2024, 10 hours per month, 5 hours per month, presenting financial wellness webinars Columbia College of Missouri, non-investment related, 1001 Rogers Street, Columbia, MO 65216, College, Online Adjunct Instructor, Employee, 11/2023, 64 hours per month, 52 hours per month, providing online instruction for courses including personal finance, business and real estate. St. John's Episcopal Church, non-investment related, 211 N Monroe St, Tallahassee, FL 32301, Church, Media Production Support, Employee, 09/2023, 7 Hours, 0 Hours during trading, directing live video production of services and other administrative support as needed Zarnelle LLC, dba Supremely You, non-investment related, 2227 Willie Vause Rd. Apt. B, Tallahassee FL, 32303, Social Media Management and Relationship Marketing, Owner, Producer and Editor, 06/2017, 10 hours per month, 10 hours per month, administrative tasks, producing and editing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-05 |
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