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Aaron Michael Kaplan

Telos Capital Management, Inc.

San Diego, CA

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Current Employers
Telos Capital Management, Inc.

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-28
  • CA RA
    APPROVED
    Since 2023-11-28

Branch Locations

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • 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
Nylife Securities Llc San Diego CA 03/2018 11/2023
New York Life Insurance Company San Diego CA 10/2017 11/2023
Unemployed San Diego CA 08/2017 10/2017
Harkham-Gaon Academy Los Angeles CA 08/2015 08/2017
Ucla Anderson Los Angeles CA 08/2014 06/2017
Telos Capital Management, Inc. San Diego CA 11/2023 Present
  • 03/2018 → 11/2023
    Nylife Securities Llc
    San Diego, CA
  • 10/2017 → 11/2023
    New York Life Insurance Company
    San Diego, CA
  • 08/2017 → 10/2017
    Unemployed
    San Diego, CA
  • 08/2015 → 08/2017
    Harkham-Gaon Academy
    Los Angeles, CA
  • 08/2014 → 06/2017
    Ucla Anderson
    Los Angeles, CA
  • 11/2023 → Present
    Telos Capital Management, Inc.
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-15
S63 Uniform Securities Agent State Law Examination 2018-03-29
  • S65 Uniform Investment Adviser Law Examination
    2023-11-15
  • S63 Uniform Securities Agent State Law Examination
    2018-03-29
Designations

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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