Gregg Adam Kaplan

Current Employers

Daymark Wealth Partners, Llc

9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-01
IL	RA	APPROVED	2025-08-29

TX RA
APPROVED

Since 2026-06-01
IL RA
APPROVED

Since 2025-08-29

Branch Locations

Chicago, IL • United States

9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Occ	Chicago	IL	04/2016	06/2019
Audent Global Asset Management	Chicago	IL	12/2019	04/2025
Daymark Wealth Partners, Llc	Park City	UT	04/2025	Present
Unemployed	Chicago	IL	07/2019	11/2019

04/2016 → 06/2019

Occ

Chicago, IL
12/2019 → 04/2025

Audent Global Asset Management

Chicago, IL
04/2025 → Present

Daymark Wealth Partners, Llc

Park City, UT
07/2019 → 11/2019

Unemployed

Chicago, IL

Other Businesses

ACTIVE IL REAL ESTATE AGENT LICENSE #475147371. ONE HOUR/MONTH AND NONE DURING TRADING HOURS. DUTIES ARE TO REFER CLIENTS ON BUYING AND SELLING PROPERTIES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-29

S65 Uniform Investment Adviser Law Examination

2025-08-29