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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-30 |
Branch Locations
115 Broadway 5Th Floor, New York, NY 10006 • United States
Lithia, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Claraphi Advisory Network, Llc | Aliso Viejo | CA | 04/2013 | 07/2022 |
| Compound Planning | New York | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-31 |
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