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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-24 |
| PA | RA | APPROVED | 2022-10-13 |
Branch Locations
Philadelphia, PA • United States
220 Gibraltar Road Suite 350, Horsham, PA 19044-2306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte Tax Llp | Philadelphia | PA | 06/2018 | 03/2021 |
| Cosaint Insurance Partners Llc | Conshohocken | PA | 09/2018 | 01/2019 |
| Temple University Accounting Department | Philadelphia | PA | 01/2017 | 05/2018 |
| Uncle Oogies Pizzeria | Sea Isle City | NJ | 05/2014 | 08/2017 |
| Equitable Advisors Llc | Bala Cynwyd | PA | 06/2021 | 09/2022 |
| Temple University | Philadelphia | PA | 08/2014 | 05/2018 |
| Massmutual Life Insurance Co | Horsham | PA | 10/2022 | Present |
| Mml Investors Services, Llc | Horsham | PA | 10/2022 | Present |
| Unemployed | Doylestown | PA | 03/2021 | 05/2021 |
Name: Julian Sur, CPA Inv rel: Y Add: 675 Lancaster Ave, Berwyn, PA 19312 Nature: Accountants & CPA Tax Specialist Position Position: Tax Specialist Start date: 11/03/2025 No. HR/MO: 30 No. HR/MO during sec trading: 30 Describe duties: Preparing tax returns - Forms include 990, 1120-S, 1120, 1065, 1042 & 1040. Bookkeeping for select clients. Additionally, performing compilation, review & audit services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-28 |
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