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Hali Browne London

Compound Planning, Inc.

Bethesda, MD

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 2025-04-04
MD RA APPROVED 2025-04-04
NY RA APPROVED 2025-04-04
NC RA APPROVED 2025-04-04
PA RA APPROVED 2025-04-04
TX RA APPROVED 2025-04-04
VA RA APPROVED 2025-04-04
  • CA RA
    APPROVED
    Since 2025-04-04
  • MD RA
    APPROVED
    Since 2025-04-04
  • NY RA
    APPROVED
    Since 2025-04-04
  • NC RA
    APPROVED
    Since 2025-04-04
  • PA RA
    APPROVED
    Since 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-04
  • VA RA
    APPROVED
    Since 2025-04-04

Branch Locations

Bethesda, MD • 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
Facet Wealth Baltimore MD 01/2018 11/2020
Hali Browne London Bethesda MD 01/2000 01/2018
Motley Fool Wealth Managment Alexandria VA 12/2020 04/2025
Compound Planning, Inc. New York NY 04/2025 Present
  • 01/2018 → 11/2020
    Facet Wealth
    Baltimore, MD
  • 01/2000 → 01/2018
    Hali Browne London
    Bethesda, MD
  • 12/2020 → 04/2025
    Motley Fool Wealth Managment
    Alexandria, VA
  • 04/2025 → Present
    Compound Planning, Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-11
  • S65 Uniform Investment Adviser Law Examination
    1994-08-11
Designations
Other Names
  • Hali Beth Browne

View on SEC IAPD

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