This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COMPOUND PLANNING, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Aug 9, 2016

First registration

Aug 11, 2020

Dual registered

no

Other names

JACK Patrick MCCADDON|Jack McCaddon

IAPD individual key

6427544

• Occurred

  Feb 2, 2026
  Advisor changed firm

  Jack Patrick Mccaddon left Maia Wealth for Compound Planning, Inc. (registered 2026-02-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:13750e8b-cba4-8a08-395b-542dc37c9bd5

First observed

Aug 11, 2020

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.