# TARA G SHULMAN

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..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COMPOUND PLANNING, INC.](https://search.stillhousedata.com/firm/171787) | 2024-01-02 | present | Yes |
| [COMPOUND ADVISERS, INC.](https://search.stillhousedata.com/firm/306341) | 2021-01-29 | 2023-11-27 | — |
| [JANNEY MONTGOMERY SCOTT LLC](https://search.stillhousedata.com/firm/463) | 2017-08-29 | 2021-01-20 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2015-03-02 | 2017-09-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5940168)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5940168.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.