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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-27 |
Branch Locations
100 Meridian Centre Blvd Suite 200, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davie Kaplan Wealth Care Advisors, Llc | Rochester | NY | 05/2026 | Present |
| Davie Kaplan, Cpa, P.C. | Rochester | NY | 09/2022 | 05/2026 |
| Esl Federal Credit Union | Rochester | NY | 05/2021 | 01/2022 |
| Burlington Stores, Inc. | Rochester | NY | 07/2020 | 05/2021 |
| Town Of Irondequoit | Rochester | NY | 06/2018 | 08/2019 |
| St. John Fisher University | Rochester | NY | 09/2018 | 05/2022 |
| Irondequoit High School | Rochester | NY | 09/2014 | 06/2018 |
| Unemployed | Rochester | NY | 05/2022 | 09/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
| Cetera Investment Advisers | Schaumburg | IL | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: DAVIE KAPLAN WEALTH CARE ADVISORS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICES ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADVISORY SUPPORT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-25 |
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