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1340 Smith Ave Ste 200, Baltimore, MD 21209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-25 |
| VA | RA | APPROVED | 2025-06-24 |
| FL | RA | APPROVED | 2025-06-11 |
| MA | RA | APPROVED | 2023-08-28 |
| NY | RA | APPROVED | 2022-08-08 |
| MD | RA | APPROVED | 2020-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northbrook Financial Planning Llc | Baltimore | MD | 04/2020 | Present |
| Northbrook Tax, Llc | Baltimore | MD | 03/2018 | Present |
| Exelon Corporation | Baltimore | MD | 07/2017 | 02/2018 |
| Brown Advisory Securities, Llc | Balti | MD | 05/2014 | 06/2017 |
Elliot Pepper is a CPA and Managing Member of Northbrook Tax, LLC, a tax planning and preparation firm. Mr. Pepper spends approximately 25 hours per week (15 hours per week during trading hours) on this activity. Advisory Clients of Northbrook Financial Planning, LLC may, but are not required to, engage Northbrook Financial, LLC, a separate entity, to provide tax services. Clients who do so will remit fees to Northbrook Financial Planning, LLC and Northbrook Financial Planning, LLC will remit fees for tax services to Northbrook Financial, LLC. Elliot Pepper is a Financial Literacy Teacher at Beth Tfiloh Dahan Community School. He spends 12 hours per month on this activity.
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