This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ONEDIGITAL

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 18, 1983earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Nov 18, 1983

First registration

May 30, 2000

Dual registered

yes, broker-dealer

Other names

JAMES KAPLAN|JIM KAPLAN

IAPD individual key

1184946

• Occurred

  Dec 31, 2023
  Advisor changed firm

  James David Kaplan left Kb Financial Partners, Llc for Onedigital (registered 2022-09-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:251bf666-aa1b-c2e1-1f2c-78ba3dba6fad

First observed

May 30, 2000

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.