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74 Batterson Park Rd Suite 103, Farmington, CT 06032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2010-12-14 |
Branch Locations
74 Batterson Park Rd Suite 103, Farmington, CT 06032 • United States
433 South Main Street Suite 112, West Hartford, CT 06110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaplan Insurance Group, Llc | West Hartford | CT | 05/2005 | Present |
| Royal Alliance Associates, Inc. | Farmington | CT | 01/2006 | 03/2018 |
| Arete Wealth Management Llc | Chicago | IL | 03/2018 | 12/2025 |
| Mjp Wealth Advisors | Farmington | CT | 12/2010 | Present |
1. KAPLAN INSURANCE GROUP LLC: 433 S MAIN ST, WEST HARTFORD CT 06110; OWNER; INSURANCE SALES; 100 HRS/MTH. 2. KAPLAN INSURANCE GROUP LLC WITH WENTWORTH DE-ANGELIS INC: NOT INVESTMENT RELATED; 20 BATTERSON PARK RD, FARMINGTON CT 06032; INSURANCE SALES; AGENT; 16 HRS/MTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-10 |
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