DAVID LEE KAPLAN is an investment adviser representative (IAR) with state registration records since 1999, appearing at 2 firms. Currently registered with CORNERSTONE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT, LLC | 2012-08-29 | present | Yes |
| EDWARD D. JONES & CO., L.P. | 1999-02-11 | 2009-08-18 | — |