Ahmed H Zaki

Current Employers

Employment History

• 01/2000 → Present
  Ahmed H Zaki Cpa, Pc
  Duluth, GA
• 08/2001 → 09/2025
  Avantax Investment Services, Inc.
  Duluth, GA
• 02/2004 → 09/2025
  Avantax Advisory Services
  Duluth, GA
• 10/2019 → Present
  First Pinnacle Management Inc.
  Duluth, GA
• 10/2019 → Present
  First Pinnacle Financial Group Inc.
  Duluth, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Duluth, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-02-09 → 2025-09-05
  Avantax Advisory Services
  Duluth, GA

Other Businesses

1) Rental Properties~'NIR'~420 Battersea Drive~Lawrenceville~GA~30044~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/1985~10hrs~0hrs~rental of single family homes, condos, and duplexes 2) First Pinnacle Management Inc.'NIR' 2434 Highway 120, Suite 110~Duluth~GA~30097~Other~Other~10/16/2019~2hrs~2hrs~Paying invoices and produce financial statements for the owners. 3) First Pinnacle Financial Group Inc.~'NIR'~2434 Highway 120, Suite 110~Duluth~GA~30097~Accounting Services/Tax Preparation~Other~10/15/2019~8hrs~8hrs~Preparing Financial statements, preparing sales tax returns, and income tax preparation. 4) ESTATE OF LURLINE L LOCK POSITION: Executor NATURE: Executor of the estate of a friend of the family. Liquidating and distributing all assets of the deceased to the legal heirs. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2022 ADDRESS: 2434 Highway 120, Suite 110, Duluth, GA 30097, United States DESCRIPTION: I was informed that the deceased named me as an executor in her Will. I plan to liquidate all her assets as soon as possible, pay for the funeral expenses, and distribute the available funds to the heirs. There is an estate attorney that is handling the legal aspects of the estate and I am coordinating activities with that firm. 5) PINNACLE WEALTH MANAGEMENT , INC POSITION: President NATURE: President of the company. Financial consulting. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 08/01/2011 ADDRESS: 2434 HIGHWAY 120, SUITE 110, DULUTH GA 30097, United States DESCRIPTION: Full responsibility of all financial and administrative corporate functions including directing staff and Marketing Name for Avantax Services 6) AHMED H. ZAKI CPA, PC POSITION: President NATURE: Tax preparation and accounting office INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2000 ADDRESS: 2434 Highway 120, Suite 110, Duluth, GA 30097, United States DESCRIPTION: President of the company. Manage all financial and administrative functions of an accounting and tax preparation practice. 7) ESTATE OF ANN P GWATHNEY POSITION: Co Executor NATURE: Co-Executor of an Estate. The other Co-Executor and I will be responsible for liquidating the assets of the Estate and distributing the funds according to the Will of the deceased. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 07/17/2023 ADDRESS: 2434 Highway 120, Suite 110, Duluth, GA 30097, United States DESCRIPTION: The other Co-Executor and I will be responsible for hiring a Real Estate professional to list and sell the deceased primary residence. We plan to sell the Estate securities to raise funds and distribute these funds according to the Will within a short period of time. Pay estate expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-03
• S63 Uniform Securities Agent State Law Examination
  2002-01-11

Designations