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11710 Plaza America Dr Suite 2000, Reston, VA 20190 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| NC | RA | APPROVED | 2013-05-31 |
| VA | RA | APPROVED | 2013-05-31 |
Branch Locations
11710 Plaza America Dr Suite 2000, Reston, VA 20190 • United States
Cape May, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaplan Wealth Management, Inc | Reston | VA | 06/1997 | Present |
| Lpl Financial Llc | Reston | VA | 05/2013 | Present |
(1) 05/30/2013 - KAPLAN WEALTH MANAGEMENT/ RIA/ 100%/ RESTON, VA (2)10/14/2014 - KAPLAN WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 160 HOURS PER MONTH - RESTON, VA (3)11/20/2023 - Surf Shack Rentals, LLC - Inv Related - Cape May, NJ - Real Estate Rental - Start Date: 6/1/2023 - 0 Hrs/Mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-25 |
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