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RIA / WealthAdvisorPersonal Financial Specialist26 years in industry

HOWARD PAUL ALPERN

Advisor at CPA WEALTH ADVISORS, LLC

ATLANTA, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 15, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CPA WEALTH ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 5, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Personal Financial Specialist
Exams: S65
First exam: Oct 5, 1999
First registration: Oct 15, 2004
Dual registered: no
Other names: WOODY ALPERN|HOWARD ALPERN|HOWARD P ALPERN
IAPD individual key: 4356116

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CPA WEALTH ADVISORS, LLC	State registered	Jan 6, 2014	n/a	yes	ATLANTA, GA	Current employment
CAPITAL INVESTMENT ADVISORS, LLC	Independent wealth	Jul 8, 2011	Sep 6, 2013	no	ATLANTA, GA	Previous registration
WELA STRATEGIES, INC.	Former SEC adviser	Aug 4, 2008	Sep 6, 2013	no	ATLANTA, GA	Previous registration
CAPITAL INVESTMENT ADVISORS LLC	n/a	Oct 15, 2004	Aug 1, 2011	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELA STRATEGIES, INC.	CAPITAL INVESTMENT ADVISORS, LLC	Sep 6, 2013	Jul 8, 2011	-791	Firm change after gap	Other
CAPITAL INVESTMENT ADVISORS, LLC	CPA WEALTH ADVISORS, LLC	Sep 6, 2013	Jan 6, 2014	122	Firm change	Other
CAPITAL INVESTMENT ADVISORS LLC	WELA STRATEGIES, INC.	Aug 1, 2011	Aug 4, 2008	-1,092	Firm change after gap	Other

Relationships

Registered with (4)

→ CPA WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jan 6, 2014 to presentfactForm ADV
→ WELA STRATEGIES, INC.Registered adviserregistration: previous registration
Aug 4, 2008 to Sep 6, 2013factForm ADV
→ CAPITAL INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 8, 2011 to Sep 6, 2013factForm ADV
→ CAPITAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Oct 15, 2004 to Aug 1, 2011factForm ADV

Dated events

No dated event names this entity yet.