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Bradley James Porter

Compound Planning, Inc.

Highlands Ranch, CO

New York, NY

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Current Employers
Compound Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-25
CO RA APPROVED 2024-01-26
  • TX RA
    APPROVED_RES
    Since 2026-03-25
  • CO RA
    APPROVED
    Since 2024-01-26

Branch Locations

Highlands Ranch, 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
OrganizationCityStateFromTo
Crestone Securities Llc Boulder CO 08/2016 02/2018
Crestone Asset Management Llc Boulder CO 08/2016 02/2018
Unemployed Denver CO 03/2016 08/2016
Salt Securities, Llc Denver CO 03/2018 11/2018
Salt Blockchain Asset Partners, Llc Denver CO 03/2018 11/2018
Personal Capital Advisors Corporation Denver CO 01/2019 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 01/2024
Compound Planning New York NY 01/2024 Present
  • 08/2016 → 02/2018
    Crestone Securities Llc
    Boulder, CO
  • 08/2016 → 02/2018
    Crestone Asset Management Llc
    Boulder, CO
  • 03/2016 → 08/2016
    Unemployed
    Denver, CO
  • 03/2018 → 11/2018
    Salt Securities, Llc
    Denver, CO
  • 03/2018 → 11/2018
    Salt Blockchain Asset Partners, Llc
    Denver, CO
  • 01/2019 → 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
    Greenwood Village, CO
  • 2019-01-08 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
    Denver, CO
  • 2017-03-09 → 2018-02-05
    Crestone Asset Management Llc
    Boulder, CO
  • 2016-08-22 → 2016-12-31
    Crestone Asset Management Llc
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-22
S63 Uniform Securities Agent State Law Examination 2015-05-26
  • S66 Uniform Combined State Law Examination
    2016-08-22
  • S63 Uniform Securities Agent State Law Examination
    2015-05-26
Other Names
  • Bradley Porter

View on SEC IAPD

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