James David Kaplan appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James David Kaplan appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-11-11 | Form ADV | M FINANCIAL INVESTMENT ADVISERS INC | DIRECTOR | PORTLAND, OR |