Ali Mohammad Syed

Current Employers

Cwpim

2475 Northwinds Parkway Suite 200, Alpharetta, GA 30009 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2017-05-16

GA RA
APPROVED

Since 2017-05-16

Branch Locations

8000 Avalon Blvd. Suite 100, Alpharetta, GA 30009 • 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

Organization	City	State	From	To
Conscientious Wealth Planning And Management, Llc Dba Cwpim Llc	Alpharetta	GA	05/2017	Present
Unemployed	Dunwoody	GA	09/2016	01/2017
Conscientious Wealth Planning And Management, Llc Dba Cwpim Llc	Alpharetta	GA	02/2017	Present
Solutions Central Llc	Alpharetta	GA	05/2017	Present

05/2017 → Present

Conscientious Wealth Planning And Management, Llc Dba Cwpim Llc

Alpharetta, GA
09/2016 → 01/2017

Unemployed

Dunwoody, GA
02/2017 → Present

Conscientious Wealth Planning And Management, Llc Dba Cwpim Llc

Alpharetta, GA
05/2017 → Present

Solutions Central Llc

Alpharetta, GA

Other Businesses

(1) Solutions Central LLC; 280 Birch Rill Drive, Alpharetta, GA 30022; Investment Related; Fixed Insurance Sales; Insurance Agent; Started 05/2017; Approximately 5% of time spent on this activity. (2) Daikon Asset Management, LLC; Atlanta, GA; Investment Related; Manage private funds; Owner; Started 05/2022; Approximately 20 hours / month spent on this activity, all 20 hours are during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-01-19

S63 Uniform Securities Agent State Law Examination

2001-01-19

Designations

Other Names

Ali M. Syed
Ali Mohammad Shirazi
Ali M Syed

View on SEC IAPD