Scott Howard Shulman

Current Employers

Employment History

• 01/1994 → 12/2016
  Lundy, Shacter, Shulman & Kaplan P.A.
  Fort Lauderdale, FL
• 06/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2017 → 01/2021
  Hco Broward, Llc
  Fort Lauderdale, FL
• 01/2020 → 01/2021
  Gutta, Sharfi, And Co Cpas Inc
  Fort Lauderdale, FL
• 01/2021 → Present
  Scott Shulman, Cpa, P.A.
  Fort Lauderdale, FL

Previous Registrations

• 2003-02-07 → 2004-11-01
  Genworth Financial Planning Corporation
  Plantation, FL

Other Businesses

1) NAME OF OTHER BUSINESS: SCOTT SHULMAN, CPA, P.A.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING, AUDITING AND TAXES; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: OWNER/CPA; APX NUMBER OF HOURS PER WEEK: UP TO 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PREPARE AUDITS, ACCOUNTING AND TAX RETURNS; 2) SELLING HEALTH INSURANCE, SINCE 10/2008: 3)ROTARY CLUB OF PLANTATION; NON-INV REL; PLANTATION, FL; TREASURER; CHARITABLE ORGANIZATION; ACCOUNTING, COLLECTING DUES, PAYING BILLS; START DATE 7/2001; 4HRS/MNTH: 4)BROWARD BUSINESS NETWORK; NON-INV REL; TREASURER, NETWORKING GROUP COLLECTING DUES & PAYING BILLS; START DATE 7/2006; 2HRS/MNTH: 5) NAME OF OTHER BUSINESS: SHULMAN INVESTMENTS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FAMILY INVESTMENTS, START DATE: 02/2022, POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER, LESS THAN ONE HOUR PER WEEK, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LLC TO HOLD FAMILY SECURITIES INVESTMENTS;

Exams

• S66 Uniform Combined State Law Examination
  2002-06-26