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Gabriel Kaplan

Derastone

White Plains, NY

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Current Employers
Derastone

White Plains, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-12
  • NY RA
    APPROVED
    Since 2021-02-12

Branch Locations

White Plains, NY • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith New York NY 07/2008 Present
Deloitte Consulting New York NY 08/2016 04/2018
Derstone Llc Scarsdale NY 04/2010 Present
Wealth Habits Scarsdale NY 04/2010 Present
  • 07/2008 → Present
    Merrill Lynch, Pierce, Fenner & Smith
    New York, NY
  • 08/2016 → 04/2018
    Deloitte Consulting
    New York, NY
  • 04/2010 → Present
    Derstone Llc
    Scarsdale, NY
  • 04/2010 → Present
    Wealth Habits
    Scarsdale, NY
Other Businesses

- Manager of a Internet Publishing Company - Owner of a solo-CPA practice

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-25
S63 Uniform Securities Agent State Law Examination 2008-08-29
  • S65 Uniform Investment Adviser Law Examination
    2010-02-25
  • S63 Uniform Securities Agent State Law Examination
    2008-08-29
Designations

View on SEC IAPD

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