JAMES DAVID KAPLAN is an investment adviser representative (IAR) with state registration records since 2000, appearing at 3 firms. Currently registered with ONEDIGITAL INVESTMENT ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2022-09-15 | present | Yes |
| KB FINANCIAL PARTNERS, LLC | 2000-07-28 | 2023-12-31 | — |
| EQUITABLE ADVISORS, LLC | 2000-05-30 | 2012-04-12 | — |