Best Investors Account Sign in
Inactive

Cindy L Judas

Compound Planning, Inc.

New York, NY

Des Moines, IA

Claim This Profile
Current Employers
Compound Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-03-31
  • IA RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

114 At Gravitate Downtown, 500 Locust St, Des Moines, IA 50309 • 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
Choreo, Llc Des Moines IA 04/2022 03/2025
Principal Des Moines IA 02/2020 03/2022
David Oliver West Des Moines IA 04/2014 02/2020
Compound Planning Des Moines IA 03/2025 Present
  • 04/2022 → 03/2025
    Choreo, Llc
    Des Moines, IA
  • 02/2020 → 03/2022
    Principal
    Des Moines, IA
  • 04/2014 → 02/2020
    David Oliver
    West Des Moines, IA
  • 03/2025 → Present
    Compound Planning
    Des Moines, IA
Previous Registrations
  • 2022-08-29 → 2025-03-25
    Choreo, Llc
    West Des Moines, IA
    Des Moines, IA
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-06
  • S65 Uniform Investment Adviser Law Examination
    2022-08-06
Other Names
  • Cindy Bride

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor