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Sharmon Tourjee

Family First Financial Planning

Stuart, FL

CRD 8145866

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Employer firm

Family First Financial Planning CRD 131254

193 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Family First Financial Planning

850 Nw Federal Highway Suite 150, Stuart, FL 34994 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-01
FL RA APPROVED 2025-08-14
  • GA RA
    APPROVED
    Since 2025-10-01
  • FL RA
    APPROVED
    Since 2025-08-14

Branch Locations

850 Nw Federal Highway Suite 150, Stuart, FL 34994 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2016 → Present
    Sudden Money Institute Llc
    Palm Beach Gardens, FL
  • 10/2006 → Present
    Sharmon Tourjee/Pathforward Financial Llc
    Wellington, FL
  • 06/2025 → Present
    Family First Financial Planners Llc
    Stuart, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-07
  • S65 Uniform Investment Adviser Law Examination
    2025-08-07

View on SEC IAPD

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