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Inactive

Dylan Clark

Compound Planning, Inc.

New York, NY

Houston, TX

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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 2026-05-14
  • TX RA
    APPROVED
    Since 2026-05-14

Branch Locations

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

Houston, TX • 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
Mt Zion Public School Mt Zion IL 08/2007 05/2020
Baker And Company Advisory Group Decatur IL 06/2020 07/2022
Peak Brokerage Services, Llc Jupiter FL 03/2023 11/2023
Diamond Client Group, Llc The Woodlands TX 03/2023 11/2023
Arpp Macon IL 08/2022 03/2023
Compound Planning Houston TX 05/2026 Present
Larson Houston TX 11/2023 01/2026
Unemployed Houston TX 01/2026 05/2026
  • 08/2007 → 05/2020
    Mt Zion Public School
    Mt Zion, IL
  • 06/2020 → 07/2022
    Baker And Company Advisory Group
    Decatur, IL
  • 03/2023 → 11/2023
    Peak Brokerage Services, Llc
    Jupiter, FL
  • 03/2023 → 11/2023
    Diamond Client Group, Llc
    The Woodlands, TX
  • 08/2022 → 03/2023
    Arpp
    Macon, IL
  • 05/2026 → Present
    Compound Planning
    Houston, TX
  • 11/2023 → 01/2026
    Larson
    Houston, TX
  • 01/2026 → 05/2026
    Unemployed
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-27
  • S65 Uniform Investment Adviser Law Examination
    2021-10-27
Other Names
  • Dylan James Clark
  • Dylan J Clark

View on SEC IAPD

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LEEDS EQUITY PARTNERS

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STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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