Patricia Kaplan is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2026-01-26 | present | Yes |
| RAYMOND JAMES & ASSOCIATES, INC. | 2025-10-01 | 2025-12-31 | — |
| J.P. MORGAN SECURITIES LLC | 2017-03-13 | 2025-08-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-09-24 | 2015-06-30 | — |