Allan Michael Peiser

Current Employers

Employment History

• 01/1994 → 01/2021
  Goldin, Peiser & Peiser Llp
  Dallas, TX
• 01/1999 → 10/2019
  1St Global Capital Corp.
  Dallas, TX
• 05/2005 → 02/2021
  Avantax Advisory Services, Inc.
  Dallas, TX
• 10/2019 → 02/2021
  Avantax Investment Services, Inc.
  Dallas, TX
• 08/2022 → 11/2022
  Apw Inc
  Rockaway, NJ
• 02/2021 → Present
  Eisneramper
  Dallas, TX
• 11/2022 → 05/2023
  Apw Inc
  Rockaway, NJ
• 05/2023 → Present
  Dai Securities, Llc
  Atlanta, GA
• 02/2025 → Present
  Prosperity - An Eisneramper Company
  Owings Mills, MD

Previous Registrations

• 2021-01-05 → 2021-02-10
  Avantax Advisory Services
  Dallas, TX
• 2020-02-11 → 2020-12-31
  Avantax Advisory Services
  Dallas, TX

Other Businesses

1. Eisner Advisory Group LLC, Yes, 733 Third Ave New York NY 10017, CPA Firm, Contract Partner, 8/2021, 70%, Advise Clients on tax transactions. 2. APJPJS Investments LLC, Yes, 16800 N Dallas Parkway Ste 240 Dallas TX 75248, Real Estate, Partner, 10/2006, 0%, Partner. 3. JPJ Investments LLC, Yes, 16800 N Dallas Parkway Ste 240 Dallas TX 75248, Real Estate, Partner, 08/2017, 0%, Partner. 4. CADDO Office Reimagined Portfolio III LP, Yes, 16800 N Dallas Parkway Ste 240 Dallas TX 75248, Real Estate, Partner, 12/2021, 0%, Passive investor. 5. TBD Dear Evan Hansen LP, No, 254 West 54th St 14fl NY NY 10019, Theater Production, Passive Partner, 2018, 0%, None. 6. TBD Dear Evan Hansen Tour LP, No, 254 West 54th St 14fl NY NY 10019, Theater Production, Partner, 2018, 0%, Passive Investor. 7. TBD Dear Evan Hansen UK LP, No, 254 West 54th St 14fl NY NY 10019, Theater Production, Passive Partner, 2018, 0%, None. 8. Phoenix Real Estate Fund X LP, Yes, 15725 N Dallas Pkwy Ste 230 Dallas TX 75001, Real Estate, LTD Partner, 2021, 0%, Passive investor. 9. SQN Venture Income Fund LP, Yes, 320 Broad Street Ste 250 Charleston SC 29401, Investments in private equity, Limited Partner, 2021, 0%, Passive Investor. 10. T2 Strategic Real Estate Income Fund LLC, Yes, 120 N Hale St Ste 300 Wheaton IL 60187, Real Estate Loans, LTD Member, 2021, 0%, Passive Investor. 11. AP 31502 INC, Yes, 733 Third Ave NY NY 10017, Investor in Eisner Advisory, President, 07/2021, 0%, Oversee operational investment. 12. HGI Opportunity Fund XVI LP, Yes, 999 Waterside Dr Ste 2300 Norfolk VA 23510, Real Estate, Limited Partner, 2021, 0%, Passive Investor. 13. Peachtree Opportunity Fund, Yes, 3500 Lennox Rd NE, Ste 625 , Atlanta GA 30326, Real Estate, Limited Partner, 2022, 0275%, Passive Investor 14. Peachtree Distressed Opportunity Fund, Yes, 3500 Lennox Rd NE, Ste 625 , Atlanta GA 30326, Real Estate, Limited Partner, 2022, 0275%, Passive Investor 15. Serve Capital Partners, Yes, 2901 Via Fortuna, Austin TX 78746, Pooled Investment Fund in Private Equity, 2022 , 01%, Passive Investor 16. Allan M Peiser CPA; No; Dallas, TX; Tax Return Preparation; Owner; 3/11/2025; 20 hours; 20 hours; Tax Return Preparation

Exams

• S66 Uniform Combined State Law Examination
  2000-06-19