Wael Elkhalafawi

Current Employers

Employment History

• 05/2018 → 05/2020
  Integrate Usa, Inc.
  Tarzana, CA
• 12/2016 → Present
  Moskowitz And Company, Inc.
  Woodland Hills, CA
• 01/2015 → Present
  Wael El Khalafawi, Cpa, Inc.
  Woodland Hills, CA
• 07/2022 → Present
  Avantax Planning Partners, Inc.
  Woodland Hills, CA

Other Businesses

1. MOSKOWITZ AND COMPANY INC POSITION: Chief Executive Officer NATURE: I own the CPA Firm since 2017, we provide accounting and tax prep services to individuals and businesses.We also provide CFO services and Financial Statements INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/14/2016 ADDRESS: 20501 Ventura Blvd, Suite 322, Woodland Hills CA 91364, United States DESCRIPTION: 1- I prepare tax returns and accounting for business clients2- Hire staff3- Manage day to day activity and supervise staff4- process payroll5- pay bills and collect receivablesI will be using this entity to market my Avantax buisness 2. WAEL EL KHALAFAWI CPA INC POSITION: Chief executive officer NATURE: This entity used to be my accounting and tax entity however it is now inactive INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2015 ADDRESS: 20501 Ventura Blvd, Suite 322, Woodland Hills CA 91364, United States DESCRIPTION: No responsibilities or duties as this is an inactive entity 3. AVANTAX PLANNING PARTNERS INC POSITION: Investment Advisor Representative NATURE: IAR to clients and provide investment and financial planning for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/27/2022 ADDRESS: 20501 Ventura Blvd, Suite 322, Woodland Hills CA 91364, United States DESCRIPTION: Primiary communication with financial planning, assist clients with investment choices, review investment performance with clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-14
• S63 Uniform Securities Agent State Law Examination
  2011-12-10

Other Names

• Wael El Khalafawi
• Wael Elkhalafawi