Inactive

Ian James Wymore

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
TX	RA	APPROVED_RES	2026-03-23
CO	RA	APPROVED	2025-09-09

TX RA
APPROVED_RES

Since 2026-03-23
CO RA
APPROVED

Since 2025-09-09

Branch Locations

Erie, CO • 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
Personal Capital Advisors Corporation	Denver	CO	01/2016	05/2017
Personal Capital Advisors Corporation	Denver	CO	05/2017	06/2018
Personal Capital Advisors Corporation	Denver	CO	06/2018	04/2023
Empower Advisory Group, Llc	Greenwood Village	CO	04/2023	01/2024
Compound Planning	New York	NY	01/2024	Present

01/2016 → 05/2017

Personal Capital Advisors Corporation

Denver, CO
05/2017 → 06/2018

Personal Capital Advisors Corporation

Denver, CO
06/2018 → 04/2023

Personal Capital Advisors Corporation

Denver, CO
04/2023 → 01/2024

Empower Advisory Group, Llc

Greenwood Village, CO
01/2024 → Present

Compound Planning

New York, NY

Previous Registrations

2023-04-03 → 2024-01-31

Empower Advisory Group, Llc

Erie, CO

Greenwood Village, CO

Greenwood Village, CO
2016-01-26 → 2023-04-03

Personal Capital Advisors Corporation

Denver, CO

Dallas, TX

Denver, CO
2013-07-30 → 2016-01-20

Morgan Stanley

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-07-30

S66 Uniform Combined State Law Examination

2013-07-30

Designations

View on SEC IAPD

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