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Bellevue, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-01-06 |
Branch Locations
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Seattle | WA | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 11/2016 | 01/2020 |
| Eq Wealth Management | Bellevue | WA | 01/2020 | Present |
(1) POWER OF ATTORNEY FOR MOTHER; INV RELATED; SEATTLE, WA; START 10/26/2016; 5 HRS PER MONTH; 0 HRS DURING TRADING. (2) NATHAN TEPP IS AN INSURANCE PRODUCER. SINCE 2015. INVESTMENT RELATED. LESS THAN 5 HOURS PER MONTH. 0 DURING TRADING HOURS. (3) NATHAN TEPP IS AUTHORIZED AS A NOTARY PUBLIC IN THE STATE OF WASHINGTON SINCE 11/5/2021.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-06 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-10 |
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