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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-09 |
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
4435 Waterfront Drive Suite 102, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Glen Allen | VA | 09/1994 | Present |
| David Kaplan | Glen Allen | VA | 03/1995 | 06/2025 |
| Raymond James Financial Services Advisors, Inc | Glen Allen | VA | 01/2009 | Present |
| Forcke, Kaplan & Associates, Llc | Glen Allen | VA | 12/2001 | Present |
(1)Name of Business: Forcke, Kaplan & Associates, LLC Address: 4435 Waterfront Dr Ste 102, Glen Allen, VA, 23060, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/01/2001 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of support company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-03 |
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