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11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-17 |
Branch Locations
4171 W. Hillsboro Blvd. Suite 4, Coconut Creek, FL 33073 • United States
11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerald M. Pepper & Associates, Pa | Coral Springs | FL | 05/1986 | 01/2017 |
| Lpl Financial, Llc | Coconut Creek | FL | 05/2008 | Present |
| National Wealth Management Group, Llc | Coconut Creek | FL | 07/2017 | Present |
| Alpina Tax And Accounting Services, Llc | Coconut Creek | FL | 01/2017 | Present |
1. 05/30/08- Alpina Tax and Accounting Services, LLC. | Not investment related 4171 W. Hillsboro Blvd, Suite 4, Coconut Creek, Florida 33073, Tax and Accounting Services, CPA and Partner. 25% of Time per week during normal business hours/securities trading hours. Meet with clients to provide tax and accounting services 2) 07/20/2017-Alpina Financial Consultants, LLC-investment related- At reported business location(s)-DBA for LPL Business (entity for LPL business)-start 07/17/2017-Hours per month 120/hours during trading 6 (3) 11/14/22017 - Gerald M Pepper CPA LLC - Investment Related - At Reported Location(s) - Tax Prep/Accounting/CPA - Start Date 11/16/2016 - 220 Hours Per Month/7 Hours During Securities Trading - accounting and tax services rendered on behalf of and marketed under Alpina Tax & Accounting Services LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-08 |
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