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Advisor at COMPOUND PLANNING, INC.
San Francisco, CA | NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COMPOUND PLANNING, INC. | Independent wealth | Aug 18, 2026 | n/a | yes | San Francisco, CA|NEW YORK, NY | Current employment |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | Independent wealth | Nov 21, 2019 | Aug 20, 2026 | no | SAN FRANCISCO, CA|NEW YORK, NY|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSATLANTIQUE PRIVATE WEALTH LLC | COMPOUND PLANNING, INC. | Aug 20, 2026 | Aug 18, 2026 | -2 | Firm change | RIA to RIA |