Best Investors Account Sign in
Inactive

Ahmed Mahmood

Wakil Wealth Advisory LLC

Lawrenceville, GA

Claim This Profile
Current Employers
Wakil Wealth Advisory Llc

Lawrenceville, GA • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-26
TX RA APPROVED_RES 2024-07-31
GA RA APPROVED 2024-04-01
  • FL RA
    APPROVED
    Since 2026-01-26
  • TX RA
    APPROVED_RES
    Since 2024-07-31
  • GA RA
    APPROVED
    Since 2024-04-01

Branch Locations

Lawrenceville, GA • 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
Morgan Stanley Atlanta GA 03/2010 03/2024
Wakil Wealth Advisory Llc Atlanta GA 03/2024 Present
Previous Registrations
  • 2010-08-24 → 2024-03-05
    Morgan Stanley
    Coral Gables, FL
    Miami, FL
    Atlanta, GA
    Coral Gables, FL
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
Other Businesses

Mahmood Holdings LLC; investment related; Atlanta, GA; Owner; Oct 2018; Property Management; 8 hrs/mo. Independent insurance agent; investment related; Atlanta, GA; March 2020; selling insurance products; 8 hrs/mo. FINRA; investment related; Washington, D.C.; March 2021; Arbitrator; number of hours a month vary depending on when needed; 4 hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-22
S63 Uniform Securities Agent State Law Examination 2007-12-13
  • S65 Uniform Investment Adviser Law Examination
    2010-08-22
  • S63 Uniform Securities Agent State Law Examination
    2007-12-13
Other Names
  • Aj N/A Mahmood

View on SEC IAPD

More in Lawrenceville, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor