ADAM DAVID KAPLAN is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-10-29 | present | Yes |
| OSAIC WEALTH, INC. | 2021-06-03 | 2025-10-31 | — |
| VOYA FINANCIAL ADVISORS, INC. | 2019-11-18 | 2021-06-04 | — |