# JAMES DAVID KAPLAN

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ONEDIGITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/106766) | 2022-09-15 | present | Yes |
| [KB FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/119166) | 2000-07-28 | 2023-12-31 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2000-05-30 | 2012-04-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1184946)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1184946.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.