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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| MD | RA | APPROVED | 2015-11-06 |
Branch Locations
1101 Wootton Parkway Suite 920, Rockville, MD 20852 • United States
Potomac, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaplan Benefits Group, Llc | Bethesda | MD | 09/2003 | Present |
| Kaplan Financial Group | Bethesda | MD | 09/2003 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2015 | Present |
1.Fixed Insurance Sales; As Of 3/04/2020; Less Than 10% Of Time Spent During Business Hours; Conducted At Branch Location; Investment Related. 2. Kaplan Benefits Group, Llc - Part Owner And Managing Partner Of Firm; Investmenr Related; Conducted At Branch. 3. Co-Trustee Of Company Retirement Plan, Kaplan Financial Group, 401k Plan; Investment Related; Conducted At Branch Location. 4. Co-Owner Of Kaplan Financial Group, Llc, Entity Created To Operate Securities, Advisory, And Insurance Businesses. Investment Related. Conducted From Branch Location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-16 |
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