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210 Elmer Street, Westfield, NJ 07090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2016-08-20 |
| NJ | RA | APPROVED | 2016-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tepp Accounting & Business Services, Inc. | Westfield | NJ | 03/2010 | Present |
| Tepp Wealth Management | Westfield | NJ | 04/2016 | Present |
CPA TEPP ACCOUNTING & BUSINESS SERVICES INC, CPA, ACCOUNTING, TAX RETURN PREP, OWNER/PRESIDENT , START OF RELATIONSHIP: FEB 15, 2013, APPROXIMATE # OF HOURS PER MONTH: 200, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 30....... INSURANCE BROKER: HEALTH AND GROUP BENEFITS , VARIOUS CARRIERS , INSURANCE BROKERAGE ,AGENT, START OF RELATIONSHIP: FEB 15, 2013, APPROXIMATE # OF HOURS PER MONTH: 20 APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 15..... INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI, VARIOUS CARRIERS , INSURANCE BROKERAGE ,AGENT, START OF RELATIONSHIP: FEB 15, 2013, APPROXIMATE # OF HOURS PER MONTH: 20 APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 15..... INVESTMENT COMMITTEE MEMBER - TEMPLE EMANU-EL OF WESTFIELD 756 EAST BROAD STREET WESTFIELD NJ 07090; COMMUNITY TEMPLE ; REVIEW AND ANALYZE ENTITY INVESTMENT ; START OF RELATIONSHIP : JANUARY 1, 2025 APPROXIMATE # OF HOURS PER MONTH OUTSIDE TRADING HOURS : 2
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-09-06 |
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