Alan Bruce Gubernick

Current Employers

Employment History

• 11/2004 → 02/2021
  St. Clair Cpa Solutions
  Conshohocken, PA
• 11/2007 → 09/2022
  Commonwealth Financial Network
  Waltham, MA
• 02/2021 → Present
  Eisneramper, Llp
  Iselin, NJ
• 08/2022 → 11/2023
  Eisneramper Wealth Management & Corporate Benefits, Llc
  Iselin, NJ
• 06/2022 → 09/2022
  Apw Inc
  Rockaway, NJ
• 09/2022 → 01/2023
  Apw Inc
  Rockaway, NJ
• 02/2023 → Present
  Dai Securities, Llc
  Atlanta, GA
• 11/2023 → Present
  Prosperity - An Eisneramper Company
  Philadelphia, PA

Previous Registrations

• 2022-09-01 → 2023-11-15
  Eisneramper Wealth Management & Corporate Benefits, Llc
  Iselin, NJ
  Philadelphia, PA
• 2010-07-21 → 2022-09-06
  Commonwealth Financial Network
  Phiadelphia, PA
  Merchantville, NJ
• 2002-06-25 → 2007-11-08
  Cincinnati Analysts, Inc.
  Bala Cynwyd, PA
  Conshohocken, PA

Other Businesses

1. Fixed Insurance Sales, 130 North 18th Street Ste 3000, Philadelphia PA 19103, as of 01/1999, 1% of time spent during business hours; Conducted at branch location; Investment related. 2. 26-28 Centre Associates, LLC, Member/Secretary, a private entity established to own rental real estate; 11/19/1999, 1% of time spent during business hours; Not conducted at branch location, Investment related. 3. Iggles Ambulance, LLC; Owner, as of November, 2014; 0% of time spent during business hours; Not conducted at branch location; Not investment related. Personal use football tailgate vehicle. LLC holds the title of the vehicle for insurance purposes 4. Prosperity - An EisnerAmper Company; 130 North 18th Street Ste 3000, Philadelphia PA 19103, Tax Preparation & Co-Owner, as of 02/01/2021; 70% of time spent during business hours; Conducted at branch; Not investment related. 5. Anti-Defamation League, 605 Third Avenue New York, New York 10158 , Non-Profit, Oversee lay leadership of Educational programing and strategic planning, Board Member, 9/1/2010, 1% 6. Commonwealth National Foundation, 250 Babylon Road Horsham, PA 19041, Plan activities for fundraising and help decide distribution of grants to charities. Board Member, No financial authority. 12/6/2012 7. Zeta Beth Tau Foundation - 1320 City Center Drive Suite 225 Carmel, IN 46032, Serve on the audit committee. Oversee audit process of the foundation and recommendation approval of annual audit to the full board (which I am not a member.) 8. Philadelphia Youth Basketball - 1735 Market Street Philadelphia, PA 19103, 01/28/2021, Non-Profit, Board Member, <1%, 9. Eisner Amper, LLP; non-investment related; start date 2/1/2021; Member/Partner; CPA services; 10% spend during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-27
• S63 Uniform Securities Agent State Law Examination
  1999-07-22

Other Names

• Alan Gubernick