Mathew Brian Kaplan

Current Employers

Employment History

• 05/2019 → 11/2020
  Northwestern Mutual Investment Services Llc
  Aventura, FL
• 08/2018 → 02/2019
  Unemployed
  Weston, FL
• 06/2016 → 08/2018
  Carolina Business Interiors
  Fort Lauderdale, FL
• 02/2021 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 02/2021 → Present
  Myriad Capital
  Fort Lauderdale, FL

Other Businesses

(1) DBA - Myriad Capital; investment related; advisor - start date 2/2021; 6750 North Andrews Avenue Suite 200, Fort Lauderdale, FL 33309; 40 hours per month, 26 hours per month during trading. (2) Fixed Insurance; Non investment related; 5850 Coral Ridge, Unit 303; Coral Springs, FL 33076; fixed insurance sales. (3) Estate Plan Navigator; Non investment related; 231 Garden Cir N, Dunedin, FL 34698; Information Liaison; Information intake (4) Premier Solutions, Inc.; Non-investment related; 1 East Broward Blvd., Ste. 700, Ft. Lauderdale, FL 33301; Independent Contractor; Start date: 3/23/2022; Introduce company to business owners for business cost reduction services; 3 hours per month during trading. (5) Matt Kapital; Non-investment related; 2670 Meadowood Ct. Weston, FL 33332; Sole Proprietor; Start date 09/16/2022; DBA for Estate Plan Navigator and Premier Solutions; 5 hours per month during trading hours. (6) teachme.to; Non-investment related; 600 B St San Diego, CA 92101; Independent Contractor - Instructor; Start date 10/24/2022; 20 hours per month during trading hours. (7) Business Networking International; Not investment related; 11525 N Community House Rd, # 475, Charlotte, NC, 28277; Referrals; Member/Financial Advisor; Start date 6/28/2023; 2 hr/mo. (8) Health Sherpa; Not investment related; Health Insurance; Sacramento, CA 95812; Agent; Goal is to get people who need health insurance to the website by sharing the link; Start 11/1/2023; 5 hrs./mo. during trading. (9) SyncSciprt; Surveys; Not investment related; Amber, PA; Survey Participant; Participated in surveys for various topic, answer questions about products or services, I chose what surveys to participate in; Start 9/28/2023; 2 hrs./mo. during trading hrs. (10) Matt Kapital; Not investment related; 2670 Meadowood Court, Weston FL 33332; Business Coach; Develop business coaching strategy specifically for architecture firm owners, I will work directly with the firm owner on implementing goal setting, firm organization, negotiating techniques, etc.; Start 6/12/2024; 8 hours/month during trading. (11) Matt Kapital; Not investment related; 2670 Meadowood Court, Weston FL 33332; Author; I will write a book and then give presentations in public speaking engagements, seminars and workshops; Start 5/15/2024; 60 hours/month during trading hours. (12) Abbott Family Insurance; Employee benefits sales;  2189 Cleveland St. #275  Clearwater, FL 33765; Not investment related; Insurance Representative; Start Date: 7/23/2025; 10 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-11
• S63 Uniform Securities Agent State Law Examination
  2020-09-04

Other Names

• Mathew Brian Kaplan
• Matt Kaplan