TARA G SHULMAN is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with COMPOUND PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| COMPOUND PLANNING, INC. | 2024-01-02 | present | Yes |
| COMPOUND ADVISERS, INC. | 2021-01-29 | 2023-11-27 | — |
| JANNEY MONTGOMERY SCOTT LLC | 2017-08-29 | 2021-01-20 | — |
| UBS FINANCIAL SERVICES INC. | 2015-03-02 | 2017-09-05 | — |