Best Investors Account Sign in
Inactive

Wendy A Jankoski

Compound Planning, Inc.

Englewood, FL

New York, NY

Claim This Profile
Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-24
FL RA APPROVED 2025-09-23
TX RA APPROVED_RES 2025-09-04
  • NY RA
    APPROVED
    Since 2025-09-24
  • FL RA
    APPROVED
    Since 2025-09-23
  • TX RA
    APPROVED_RES
    Since 2025-09-04

Branch Locations

Englewood, FL • United States

115 Broadway 5Th Floor, New York, NY 10006 • 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
Wealth Architects Llc Englewood FL 01/2005 Present
Compound Planning, Inc. New York NY 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-26
S63 Uniform Securities Agent State Law Examination 1988-07-28
  • S65 Uniform Investment Adviser Law Examination
    2003-03-26
  • S63 Uniform Securities Agent State Law Examination
    1988-07-28
Other Names
  • Wendy Jankoski Lapinski
  • Wendy Ann Jankoski

View on SEC IAPD

More in Englewood, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor