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850 Nw Federal Highway Suite 150, Stuart, FL 34994 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-01 |
| FL | RA | APPROVED | 2025-08-14 |
Branch Locations
850 Nw Federal Highway Suite 150, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sudden Money Institute Llc | Palm Beach Gardens | FL | 03/2016 | Present |
| Sharmon Tourjee/Pathforward Financial Llc | Wellington | FL | 10/2006 | Present |
| Family First Financial Planners Llc | Stuart | FL | 06/2025 | Present |
Pathforward Financial LLC (non-investment related) 4640 Windward Cove Lane Wellington, FL 33449 Bookkeeping and Limited Tax Services Sole Member President 40 hours per month, all during securities trading hours Providing bookkeeping and limited tax services Sudden Money Institute LLC (non-investment related) 10 Huntley Circle Palm Beach Gardens, FL 33418 Education for financial planners. Director of Accounting and Finance March 2016-Present 40 hours a month, all during securities trading hours Maintaining accurate financial records for the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-07 |
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