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Current Employers
Cottonwood Asset Management Llc

4505 South Wasatch Blvd #300, Salt Lake City, UT 84124 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-08-20
FL RA APPROVED 2026-04-21
  • UT RA
    APPROVED
    Since 2026-08-20
  • FL RA
    APPROVED
    Since 2026-04-21

Branch Locations

4505 South Wasatch Blvd #300, Salt Lake City, UT 84124 • United States

Boca Raton, FL • 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
Insight Investment New York NY 05/2015 06/2017
Mbsc Securities Corp New York NY 07/2016 06/2017
Robart, Llc Boca Raton FL 08/2017 Present
Cottonwood Asset Management Llc Boca Raton FL 10/2025 Present
  • 05/2015 → 06/2017
    Insight Investment
    New York, NY
  • 07/2016 → 06/2017
    Mbsc Securities Corp
    New York, NY
  • 08/2017 → Present
    Robart, Llc
    Boca Raton, FL
  • 10/2025 → Present
    Boca Raton, FL
Other Businesses

1. Boca West Country Club (BWCC) Board of Governors (Board). BWCC is not an investment-related business. The address is 20583 Boca West Drive, Boca Raton, FL 33434. BWCC is a residential, member-owned country club. I was elected to the Board in February, 2023. I spend an average of 15 hours a week with respect to this position. Approximately half of my time spent with respect to this position is during securities trading hours. My duties with respect to my position on the Board of Governors includes monthly board meetings, chairing several committees, membership on several committees, attending monthly committee meetings and follow-up work/research with respect to those board meetings and committee meetings as well as attending events related to my position on the Board of Governors. 2. RobArt, LLC. RobArt is investment-related. It is a consulting firm which I own with my husband. My clients are institutional investment management clients. My duties include investment research, regulatory compliance guidance and assistance, as well as operational/infrastructure consulting. I began RobArt in 2017. I spend an average of 20 hours per week and about half of this time is during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-09
  • S65 Uniform Investment Adviser Law Examination
    1996-02-09
Designations
Other Names
  • Robin Shulman
  • Robin Jayne Cohen

View on SEC IAPD

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