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Inactive

Elinoa Shifra Witkin

Compound Planning, Inc.

Los Angeles, CA

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
CA RA APPROVED 2025-05-06
  • CA RA
    APPROVED
    Since 2025-05-06

Branch Locations

Los Angeles, CA • 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
Executive Benefit Beverly Hills CA 06/2023 12/2024
Compound Planning New York NY 12/2024 Present
Camp Hillel Beverly Hills CA 07/2021 08/2021
Bais Yaakov School For Girls Los Angeles CA 09/2017 06/2021
Yeshiva Aharon Yaakov Ohr Eliyah Los Angeles CA 09/2014 08/2017
Santa Monica Community College Santa Monica CA 10/2021 05/2023
  • 06/2023 → 12/2024
    Executive Benefit
    Beverly Hills, CA
  • 12/2024 → Present
    Compound Planning
    New York, NY
  • 07/2021 → 08/2021
    Camp Hillel
    Beverly Hills, CA
  • 09/2017 → 06/2021
    Bais Yaakov School For Girls
    Los Angeles, CA
  • 09/2014 → 08/2017
    Yeshiva Aharon Yaakov Ohr Eliyah
    Los Angeles, CA
  • 10/2021 → 05/2023
    Santa Monica Community College
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-06
  • S65 Uniform Investment Adviser Law Examination
    2025-05-06

View on SEC IAPD

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