Stuart Allan Schiffman

San Diego, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-03
TX	RA	APPROVED	2023-03-30
CT	RA	APPROVED	2022-12-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Independent Consultant And Private Equity Investor	West Simsbury	CT	06/2011	02/2017
Virtual Connect, Llc	Boca Raton	FL	05/2014	12/2016
Compound Wealth Advisors, Llc.	Collinsville	CT	02/2017	12/2021
Northwest Referral Group, Berkshire Hathaway Home Services	Wallingford	CT	11/2013	06/2019
Cwm, Llc Dba Gold Family Wealth, Llc	Westport	CT	12/2021	10/2022
Compound Wealth Advisors, Llc	Farmington	CT	08/2022	06/2023
Compound Wealth Advisors, Llc	Farmington	CT	11/2022	06/2023
Compound Wealth Advisors, Llc	San Diego	CA	06/2023	Present

06/2011 → 02/2017

Independent Consultant And Private Equity Investor

West Simsbury, CT
05/2014 → 12/2016

Virtual Connect, Llc

Boca Raton, FL
02/2017 → 12/2021

Compound Wealth Advisors, Llc.

Collinsville, CT
11/2013 → 06/2019

Northwest Referral Group, Berkshire Hathaway Home Services

Wallingford, CT
12/2021 → 10/2022

Cwm, Llc Dba Gold Family Wealth, Llc

Westport, CT
08/2022 → 06/2023

Compound Wealth Advisors, Llc

Farmington, CT
11/2022 → 06/2023

Compound Wealth Advisors, Llc

Farmington, CT
06/2023 → Present

Compound Wealth Advisors, Llc

San Diego, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-03-09
S63	Uniform Securities Agent State Law Examination	1984-11-14