ALLISON WINN KAPLAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with PATHSTONE.
| Firm | From | To | Current |
|---|---|---|---|
| PATHSTONE | 2016-11-02 | present | Yes |
| CONVERGENT WEALTH ADVISORS, LLC | 2007-05-03 | 2016-10-31 | — |
| LYDIAN WEALTH MANAGEMENT COMPANY, LLC | 2007-03-05 | 2007-05-03 | — |