Howard Paul Alpern

Employer firm

Cpa Wealth Advisors, LLC CRD 170129

Reported services (Item 5G)

Selection of other advisers
RESEARCH SERVICES FOR OTHER INVESTMENT ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers

Cpa Wealth Advisors, Llc

5565 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2014-01-06

GA RA
APPROVED

Since 2014-01-06

Branch Locations

5565 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cpa Wealth Advisors, Llc	Atlanta	GA	10/2013	Present

10/2013 → Present

Cpa Wealth Advisors, Llc

Atlanta, GA

Previous Registrations

2008-08-04 → 2013-09-06

Wela Strategies, Inc.

Atlanta, GA
2011-07-08 → 2013-09-06

Capital Investment Advisors, Llc

Atlanta, GA
2004-10-15 → 2011-08-01

Capital Investment Advisors Llc

Atlanta, GA

Other Businesses

INVESTOR AND MANAGER IN VARIOUS PRIVATE REAL ESTATE RELATED DEALS. BUSINESS NAME: EGOER WEALTH; LOCATION: ATLANTA, GEORGIA; INVESTMENT-RELATED: YES; NATURE OF BUSINESS: WEBSITE PROVIDING IMPERSONAL ADVICE; POSITION: PRESIDENT; START DATE: 09/01/2016; HOURS DEVOTED TO OTHER BUSINESS: 40 HOURS PER MONTH; HOURS SPENT ON BUSINESS DURING SECURITIES TRADING: VARIES; DUTIES: MANAGE WEBSITE, ANALYZE MARKETS AND STOCK INVESTMENTS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-10-05

S65 Uniform Investment Adviser Law Examination

1999-10-05

Designations

Personal Financial Specialist

Other Names

Woody Alpern
Howard Alpern
Howard P Alpern

View on SEC IAPD