Edward Marshall Kaplan

Current Employers

Emk Investment Advisors, Llc

Boynton Beach, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2014-10-28

FL RA
APPROVED

Since 2014-10-28

Branch Locations

Boynton Beach, FL • 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

Organization	City	State	From	To
Law Office Edward M Kaplan	New York	NY	03/1968	Present
Emk Investment Advisors, Llc	Boca Raton	FL	03/2013	Present
Cfo Online Llc	Boca Raton	FL	01/2000	Present
K Cash Llc	Boca Raton	FL	11/2010	12/2021
Chesed Jewelry Llc	Boca Raton	FL	04/2009	09/2021
770 Society Llc	Boca Raton	FL	04/2009	Present
Emk Group Llc	Boca Raton	FL	08/1998	Present
American Horizon Financial Mr 2 Llc	Boca Raton	FL	05/2012	12/2021
Young Engineers Boca Delray Fl Llc	Boca Raton	FL	01/2018	06/2023
Atlantic Chapter Of Certified Public Accountants	Tallahassee	FL	06/2016	Present
American Associates Ben Gurion University Of The Negev	Boca Raton	FL	09/2012	09/2021
Stem Power Inc.	Boca Raton	FL	02/2018	06/2023
Bocaire Country Club Inc.	Boca Raton	FL	12/2014	12/2017
Chabad Student Association Lubavitch Inc.	Boca Raton	FL	06/2012	09/2021

03/1968 → Present

Law Office Edward M Kaplan

New York, NY
03/2013 → Present

Emk Investment Advisors, Llc

Boca Raton, FL
01/2000 → Present

Cfo Online Llc

Boca Raton, FL
11/2010 → 12/2021

K Cash Llc

Boca Raton, FL
04/2009 → 09/2021

Chesed Jewelry Llc

Boca Raton, FL
04/2009 → Present

770 Society Llc

Boca Raton, FL
08/1998 → Present

Emk Group Llc

Boca Raton, FL
05/2012 → 12/2021

American Horizon Financial Mr 2 Llc

Boca Raton, FL
01/2018 → 06/2023

Young Engineers Boca Delray Fl Llc

Boca Raton, FL
06/2016 → Present

Atlantic Chapter Of Certified Public Accountants

Tallahassee, FL
09/2012 → 09/2021

American Associates Ben Gurion University Of The Negev

Boca Raton, FL
02/2018 → 06/2023

Stem Power Inc.

Boca Raton, FL
12/2014 → 12/2017

Bocaire Country Club Inc.

Boca Raton, FL
06/2012 → 09/2021

Chabad Student Association Lubavitch Inc.

Boca Raton, FL

Other Businesses

LAW OFFICE EDWARD M. KAPLAN, NON-INVESTMENT RELATED, NY, TAX LAW, LAW OFFICE OWNER, 1968 - PRESENT, SPENDS 10 HOURS A MONTH. EMK GROUP LLC, INVESTMENT RELATED, INVESTMENT MANAGEMENT MEDICAL RECEIVABLE FINANCE, OWNER/MANAGER, 08/1998 - PRESENT, SPENDS 0 HOURS A MONTH (CURRENTLY INACTIVE). CFO ONLINE LLC, NON-INVESTMENT RELATED, BOOKEEPING AND ACCOUNTING SERVICES, OWNER/PRESIDENT 01/2000 - PRESENT, SPENDS 10 HOURS A MONTH. 770 SOCIETY LLC, NON-INVESTMENT RELATED, PHILANTROPY CONSULTING, OWNER/MANAGER, 04/2009 - PRESENT, SPENDS 1 HOURS A MONTH. EMK HOMES LLC, INVESTMENT RELATED, REAL ESTATE DEVELOPMENT COMPANY, MANAGING MEMBER, 01/2014 - PRESENT, SPENDS 0 HOURS A MONTH (CURRENTLY INACTIVE). ATLANTIC CHAPTER OF CERTIFIED PUBLIC ACCOUNTANTS, NON-INVESTMENT RELATED, 325 WEST COLLEGE AVENUE, PO BOX 5437 TALLAHASSEE, FL 32314 (CHAPTER MAILING ADDRESS), DIRECTOR, VOTES OF CHAPTER ISSUES, 06/2016 - PRESENT, SPENDS 3 HOURS A MONTH.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-10-07

S65 Uniform Investment Adviser Law Examination

2014-10-07

Other Names

Edward Kaplan

View on SEC IAPD