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Current Employers
Compound Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-15
NY RA APPROVED 2024-11-15
  • CA RA
    APPROVED
    Since 2024-11-15
  • NY RA
    APPROVED
    Since 2024-11-15

Branch Locations

9465 Wilshire Boulevard, Beverly Hills, CA 90212 • 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
Rsm Us Wealth Management Llc Los Angeles CA 01/2016 08/2017
Idb Capital Corp. New York NY 11/2017 01/2020
Israel Discount Bank Of New York Beverly Hills CA 11/2017 01/2020
Miracle Mile Advisors, Llc Los Angeles CA 01/2020 11/2024
Compound Planning New York NY 11/2024 Present
  • 01/2016 → 08/2017
    Rsm Us Wealth Management Llc
    Los Angeles, CA
  • 11/2017 → 01/2020
    Idb Capital Corp.
    New York, NY
  • 11/2017 → 01/2020
    Israel Discount Bank Of New York
    Beverly Hills, CA
  • 01/2020 → 11/2024
    Miracle Mile Advisors, Llc
    Los Angeles, CA
  • 11/2024 → Present
    Compound Planning
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-14
  • S66 Uniform Combined State Law Examination
    2007-05-14
Designations

View on SEC IAPD

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