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7522 East Brainerd Road, Chattanooga, TN 37421 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-05 |
Branch Locations
7522 East Brainerd Road, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Koplan & Associates | Chattanooga | TN | 09/1985 | Present |
| Koplan & Associates Llc | Chattanooga | TN | 12/2008 | Present |
| Guardian Investment & Accounting Services Llc | Chattanooga | TN | 05/2016 | Present |
| R & A Properties, Llc | Chattanooga | TN | 01/2014 | Present |
KOPLAN & ASSOCIATES IS A CERTIFIED PUBLIC ACCOUNTING FIRM PROVIDING TAX, ACCOUNTING & BUSINESS CONSULTING SERVICES AS WELL AS INVESTMENT RELATED ACTIVITY. THE ADDRESS, TITLE AND OTHER INFORMATION IS THE SAME AS ALREADY PROVIDED. R & A Properties, LLC-P.O. Box 28408, Chattanooga, TN 37424-8408-member since 1/1/2014-investment related-manage office space rentals-4 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-28 |
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