DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Dylan Clark

Compound Planning, Inc.independent RIANew York, Ny IA-onlyIAPD 7462124

Feed of 09/15/2026

Also filed as Dylan James Clark

At current firm

0 y

since May 14, 2026

In the industry

19 y

since Aug 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Compound Planning, Inc. independent RIA current
since May 14, 2026 · New York, Ny
Larson Financial Group, LLC BD affiliated
Aug 12, 2025 to Feb 3, 2026 · Houston, Tx
Intrua Financial independent RIA
Dec 1, 2023 to Aug 12, 2025 · Houston, Tx
Diamond Client Group, LLC independent RIA
Apr 4, 2023 to Nov 22, 2023 · The Woodlands, Tx
Arpp state registered
Aug 23, 2022 to Mar 29, 2023 · Macon, Il
Baker & Company Advisory Group Inc state registered
Oct 31, 2021 to Sep 21, 2022 · Decatur, Il

Moves

a registration end followed by a registration begin elsewhere

Larson Financial Group, LLC to Compound Planning, Inc.
left Feb 3, 2026, registered May 14, 2026 (100 days) · Affiliated broker-dealer or bank to independent RIA
Intrua Financial to Larson Financial Group, LLC
left Aug 12, 2025, registered Aug 12, 2025 (0 days) · channel change inside one enterprise, not a move
Diamond Client Group, LLC to Intrua Financial
left Nov 22, 2023, registered Dec 1, 2023 (9 days) · RIA to RIA
Arpp to Diamond Client Group, LLC
left Mar 29, 2023, registered Apr 4, 2023 (6 days) · Other
Baker & Company Advisory Group Inc to Arpp
left Sep 21, 2022, registered Aug 23, 2022 (-29 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address