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Core Planning CRD 154660
$525M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-08-25 |
| NV | RA | APPROVED | 2026-06-30 |
| CA | RA | APPROVED | 2026-06-29 |
| CT | RA | APPROVED | 2026-06-29 |
| MN | RA | APPROVED | 2026-06-29 |
| NY | RA | APPROVED | 2026-06-29 |
| PA | RA | APPROVED | 2026-06-29 |
| NC | RA | APPROVED | 2025-10-13 |
| MO | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED | 2025-07-17 |
Branch Locations
706 N Main St, Ofallon, MO 63366 • United States
3710 University Drive Suite 105, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uzume Llc | Durham | NC | 05/2023 | Present |
| Jizo/Manjusri Llc | Durham | NC | 02/2022 | Present |
| Unemployed | Durham | NC | 12/2019 | 02/2022 |
| Daruma Asset Management | New York | NY | 03/1995 | 12/2019 |
| Core Planning Llc | Ofallon | MO | 07/2025 | Present |
Jizo/Manjusri LLC. Non-investment related. 3710 University Drive, Suite 105 Durham, NC, 27707. Provides educational services, business consulting/coaching. Principal. Managing Member. Since 02/2022. 20 hours per month. 1 hour during trading hours. I teach classes on developing business financial literacy and coach business owners on how to achieve their business goals.
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