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Howard Paul Alpern

Cpa Wealth Advisors, LLC

Atlanta, GA

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Current Employers
Cpa Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
Cpa Wealth Advisors, Llc Atlanta GA 10/2013 Present
Previous Registrations
  • 2008-08-04 → 2013-09-06
    Wela Strategies, Inc.
    Atlanta, GA
  • 2011-07-08 → 2013-09-06
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-05
  • S65 Uniform Investment Adviser Law Examination
    1999-10-05
Designations
Other Names
  • Woody Alpern
  • Howard Alpern
  • Howard P Alpern

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