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 23, 1983earliest registration or exam on IAPD

Years in industry

43derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

May 23, 1983

First registration

Nov 7, 1996

Dual registered

no

Other names

DAVID L HUBBLE

IAPD individual key

1126195

• Occurred

  Oct 18, 2022
  Advisor changed firm

  David Lowell Hubble left Claraphi Advisory Network, Llc for Compound Planning, Inc. (registered 2025-01-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f9c8a9bf-a820-877f-2187-09c97f3622e8

First observed

Nov 7, 1996

Last observed

Sep 14, 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.