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Inactive

Ronald Joe Farner

Compound Planning, Inc.

Molalla, OR

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
MT RA APPROVED 2025-02-18
CA RA APPROVED 2024-06-10
WA RA APPROVED 2024-06-10
OR RA APPROVED 2024-06-03
  • MT RA
    APPROVED
    Since 2025-02-18
  • CA RA
    APPROVED
    Since 2024-06-10
  • WA RA
    APPROVED
    Since 2024-06-10
  • OR RA
    APPROVED
    Since 2024-06-03

Branch Locations

Molalla, OR • 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
Claraphi Advisory Network, Llc Molalla OR 01/2016 09/2022
Atomi Financial Group Dba Compound Planning New York NY 09/2022 Present
Previous Registrations
Other Businesses

RJF INC. CEO-OWNER SINCE 1981. MY PERSONAL CORPORATION HANDLES FARMING, CATTLE, FORESTRY, TIMBER AND RANCHING ACTIVITIES, AS WELL AS CONSERVATORSHIP/TRUSTEE WORK. I SPEND APPROXIMATELY 5 TO 10 HOURS PER WEEK EVENINGS AND WEEKENDS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-05
S63 Uniform Securities Agent State Law Examination 1993-04-02
  • S65 Uniform Investment Adviser Law Examination
    1999-10-05
  • S63 Uniform Securities Agent State Law Examination
    1993-04-02

View on SEC IAPD

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