DFX Intelligence

Data Factory

RIA / WealthAdvisor19 years in industry

Dylan Clark

Advisor at COMPOUND PLANNING, INC.

NEW YORK, NY | Houston, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bfd73fe0-3c18-c852-1447-e09b3942f5ee

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Oct 31, 2021 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Oct 27, 2021
First registration: Oct 31, 2021
Dual registered: no
Other names: Dylan James Clark|Dylan J Clark
IAPD individual key: 7462124

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMPOUND PLANNING, INC.	Independent wealth	May 14, 2026	n/a	yes	NEW YORK, NY\|Houston, TX	Current employment
LARSON FINANCIAL GROUP, LLC	Bd affiliated wealth	Aug 12, 2025	Feb 3, 2026	no	Houston, TX\|SAINT LOUIS, MO	Previous registration
INTRUA FINANCIAL	Independent wealth	Dec 1, 2023	Aug 12, 2025	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
DIAMOND CLIENT GROUP, LLC	Independent wealth	Apr 4, 2023	Nov 22, 2023	no	THE WOODLANDS, TX	Previous registration
Arpp	State registered	Aug 23, 2022	Mar 29, 2023	no	MACON, IL	Previous registration
BAKER & COMPANY ADVISORY GROUP INC	State registered	Oct 31, 2021	Sep 21, 2022	no	DECATUR, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LARSON FINANCIAL GROUP, LLC	COMPOUND PLANNING, INC.	Feb 3, 2026	May 14, 2026	100	Firm change	Ibd to RIA
INTRUA FINANCIAL	LARSON FINANCIAL GROUP, LLC	Aug 12, 2025	Aug 12, 2025	0	Channel change	RIA to ibd
DIAMOND CLIENT GROUP, LLC	INTRUA FINANCIAL	Nov 22, 2023	Dec 1, 2023	9	Firm change	RIA to RIA
Arpp	DIAMOND CLIENT GROUP, LLC	Mar 29, 2023	Apr 4, 2023	6	Firm change	Other
BAKER & COMPANY ADVISORY GROUP INC	Arpp	Sep 21, 2022	Aug 23, 2022	-29	Firm change	Other

Relationships

Registered with (6)

→ COMPOUND PLANNING, INC.Registered adviserregistration: current employment
May 14, 2026 to presentfactForm ADV
→ LARSON FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Aug 12, 2025 to Feb 3, 2026factForm ADV
→ INTRUA FINANCIALRegistered adviserregistration: previous registration
Dec 1, 2023 to Aug 12, 2025factForm ADV
→ DIAMOND CLIENT GROUP, LLCRegistered adviserregistration: previous registration
Apr 4, 2023 to Nov 22, 2023factForm ADV
→ ARPPRegistered adviserregistration: previous registration
Aug 23, 2022 to Mar 29, 2023factForm ADV
→ BAKER & COMPANY ADVISORY GROUP INCRegistered adviserregistration: previous registration
Oct 31, 2021 to Sep 21, 2022factForm ADV

Dated events

Occurred
Feb 3, 2026
Advisor changed firm
Dylan Clark left Larson Financial Group, Llc for Compound Planning, Inc. (registered 2026-05-14)
Form ADVobserved 3 days ago
Occurred
Nov 22, 2023
Advisor changed firm
Dylan Clark left Diamond Client Group, Llc for Intrua Financial (registered 2023-12-01)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2023
Advisor changed firm
Dylan Clark left Arpp for Diamond Client Group, Llc (registered 2023-04-04)
Form ADVobserved 3 days ago
Occurred
Sep 21, 2022
Advisor changed firm
Dylan Clark left Baker & Company Advisory Group Inc for Arpp (registered 2022-08-23)
Form ADVobserved 3 days ago