MAX KAPLAN is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with &PARTNERS.
| Firm | From | To | Current |
|---|---|---|---|
| &PARTNERS | 2024-05-16 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2022-06-08 | 2024-05-22 | — |