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

Aug 11, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

7

Designations

Certified Financial Planner

Exams

S65

First exam

Aug 11, 1994

First registration

Jan 19, 2018

Dual registered

no

Other names

HALI BETH BROWNE

IAPD individual key

2514735

• Occurred

  Apr 9, 2025
  Advisor changed firm

  Hali Browne London left Motley Fool Wealth Management, Llc for Compound Planning, Inc. (registered 2025-04-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1e2d9c2c-95b0-54ca-dc68-ca455f999ea1

First observed

Jan 19, 2018

Last observed

Sep 15, 2026 5 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.