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Gregory Franklyn Kaplan

Newfront Retirement Services, Inc.

San Jose, CA

San Mateo, CA

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Current Employers
Newfront Retirement Services, Inc.

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-03-16
  • CA RA
    APPROVED
    Since 2023-03-16

Branch Locations

San Jose, CA • United States

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • 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
Newfront Retirement Services, Inc. San Francisco CA 10/2022 Present
Specialized Bicycle Components, Inc Morgan Hill CA 01/2017 10/2022
Microsoft Corporation Redmond WA 07/2008 12/2016
Abd Insurance & Financial Services, Inc. San Mateo CA 10/2022 Present
  • 10/2022 → Present
    Newfront Retirement Services, Inc.
    San Francisco, CA
  • 01/2017 → 10/2022
    Specialized Bicycle Components, Inc
    Morgan Hill, CA
  • 07/2008 → 12/2016
    Microsoft Corporation
    Redmond, WA
  • 10/2022 → Present
    Abd Insurance & Financial Services, Inc.
    San Mateo, CA
Designations
Other Names
  • Greg Kaplan

View on SEC IAPD

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