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Bennett Reed Kaplan

Great Path Planning

Charlotte, NC

Goshen, NY

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Current Employers
Great Path Planning

12 Scotchtown Ave, Goshen, NY 10924 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-29
NC RA APPROVED 2025-07-29
TX RA APPROVED 2025-07-29
  • NY RA
    APPROVED
    Since 2025-07-29
  • NC RA
    APPROVED
    Since 2025-07-29
  • TX RA
    APPROVED
    Since 2025-07-29

Branch Locations

Charlotte, NC • United States

12 Scotchtown Ave, Goshen, NY 10924 • 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
The Vanguard Group, Inc. Charlotte NC 08/2019 07/2025
Lafayette College Easton PA 08/2015 05/2019
Queen Mary University London 01/2018 05/2018
Riverside Community Care Needham MA 05/2017 08/2017
American Foundation For Suicide Prevention Boston MA 05/2017 08/2017
Kacvinsky Daisak Bluni Pllc Boston MA 05/2018 08/2018
Lafayette College Easton PA 03/2018 05/2019
Great Path Planning Charlotte NC 07/2025 Present
  • 08/2019 → 07/2025
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2015 → 05/2019
    Lafayette College
    Easton, PA
  • 01/2018 → 05/2018
    Queen Mary University
    London
  • 05/2017 → 08/2017
    Riverside Community Care
    Needham, MA
  • 05/2017 → 08/2017
    American Foundation For Suicide Prevention
    Boston, MA
  • 05/2018 → 08/2018
    Kacvinsky Daisak Bluni Pllc
    Boston, MA
  • 03/2018 → 05/2019
    Lafayette College
    Easton, PA
  • 07/2025 → Present
    Great Path Planning
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-09
S63 Uniform Securities Agent State Law Examination 2019-10-11
  • S66 Uniform Combined State Law Examination
    2021-07-09
  • S63 Uniform Securities Agent State Law Examination
    2019-10-11
Designations
Other Names
  • Bennett R Kaplan
  • Bennett Kaplan

View on SEC IAPD

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