Sourcing
Firms
People
Sources
DAVID LEE KAPLAN
C
31
IAR CRD 2756441
·
Industry start 1996-07-30
Identity
Legal name
DAVID LEE KAPLAN
brokercheck
CRD
2756441
NPN
—
Career
Previous employments
EDWARD JONES
1996-07-31
LPL FINANCIAL LLC
2014-04-28
▸ Show all (+2)
brokercheck
Current branches
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
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Designations
—
Education
—
BrokerCheck signals
Industry start
1996-07-30
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Est. age
52
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Age confidence
—
Est. birth year
1974
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BC active
Yes
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IA active
Yes
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Disclosures
No
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Private residence
No
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Firm affiliations
1
CORNERSTONE WEALTH MANAGEMENT, LLC
IAR
CRD 164666