MAX B KAPLAN is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with WILLIAM BLAIR.
| Firm | From | To | Current |
|---|---|---|---|
| WILLIAM BLAIR | 2016-07-13 | present | Yes |
| MSI FINANCIAL SERVICES, INC. | 2015-01-02 | 2016-07-15 | — |
| NEW ENGLAND SECURITIES | 2011-03-04 | 2015-01-02 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2009-12-04 | 2011-03-07 | — |