Darin Keith Schatzman

Current Employers

Employment History

• 07/2006 → 12/2023
  Gallagher Benefit Services
  Miami, FL
• 02/2007 → 03/2022
  Nfp Securities, Inc.
  Miami, FL
• 03/2022 → 12/2023
  Triad Advisors
  Norcross, GA
• 12/2023 → Present
  Kaufman Rossin Wealth, Llc
  Miami, FL
• 02/2024 → Present
  Lion Street Financial
  Miami, FL
• 12/2023 → Present
  Kaufman Rossin & Co
  Miami, FL
• 12/2023 → Present
  Kr Financial Services, Llc Dba Kaufman Rossin Insurance Services
  Miami, FL
• 11/2025 → Present
  Integrity Alliance, Llc.
  Miami, FL

Other Businesses

1) Lion Street Financial; YES, is investment-related; 414 Congress, Suite 2500 Austin, TX 78701 2) KAUFMAN ROSSIN WEALTH, LLC POSITION: Employee NATURE: I advise on retirement plans. I'm the IAR for the clients/business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/15/2023 ADDRESS: 3310 Mary Street, Suite 501, Miami FL 33133, United States DESCRIPTION: I consult businesses regarding their retirement plans. I assist them with plan design, employee education, implementation, and provider selection. 3) KR FINANCIAL SERVICES DBA KAUFMAN ROSSIN INSURANCE SERVICES POSITION: Employee NATURE: Insurance sales (i.e., life, disability, and long-term care) INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/15/2023 ADDRESS: 3310 Mary Street, Suite 501, Miami FL 33133, United States DESCRIPTION: Sell/consult on life, disability, and long-term care insurance for businesses buying those types of insurance for key employees 4) UFHILLEL POSITION: Board Member NATURE: I am a board member. UFHillel is a not for profit organization that is resource for students at the University of Florida. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2011 ADDRESS: 2020 W University Ave, Gainesville FL 32603, United States DESCRIPTION: Ambassador / Thought leadership

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-17
• S63 Uniform Securities Agent State Law Examination
  2016-05-10

Other Names

• Darin Keith Schatzman