Inactive

Todd Grund Rowe

Compound Planning, Inc.

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Current Employers

Compound Planning, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-08-19
GA	RA	APPROVED	2025-03-18
NC	RA	APPROVED	2024-09-26

FL RA
APPROVED

Since 2025-08-19
GA RA
APPROVED

Since 2025-03-18
NC RA
APPROVED

Since 2024-09-26

Branch Locations

Charlotte, NC • 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

Organization	City	State	From	To
Rsm Us Wealth Management Llc	Charlotte	NC	04/2013	02/2022
Choreo, Llc	Charlotte	NC	02/2022	09/2024
Compound Planning	New York	NY	09/2024	Present

04/2013 → 02/2022

Rsm Us Wealth Management Llc

Charlotte, NC
02/2022 → 09/2024

Choreo, Llc

Charlotte, NC
09/2024 → Present

Compound Planning

New York, NY

Previous Registrations

2013-04-24 → 2024-09-27

Choreo, Llc

Raleigh, NC

Charlotte, NC

Charlotte, NC

Rockford, IL

Charlotte, NC

Designations

View on SEC IAPD

More in Charlotte, NC

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