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1021 West Adams Street Suite 212, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-17 |
| IL | RA | APPROVED | 2011-03-01 |
Branch Locations
1021 West Adams Street Suite 212, Chicago, IL 60607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Generations Family & Fiduciary Services Llc | Chicago | IL | 02/2011 | Present |
MS. ZAKARIAS IS A CERTIFIED PUBLIC ACCOUNTANT AND PROVIDES TAX COMPLIANCE AND LIMITED ACCOUNTING FOR CERTAIN OF HER INVESTMENT CLIENTS THROUGH GENFI TAX LOCATED AT 1021 WEST ADAMS, CHICAGO IL 60647. SHE IS THE FOUNDER AND PRINCIPAL SINCE MARCH 2011. THIS TAX COMPLIANCE WORK IS NOT INVESTED RELATED. SHE SPENDS LESS THAN 10% PERCENT OF HER TIME ENGAGED IN TAX RELATED ACTIVITIES GENERALLY AND DURING TRADING HOURS. DUTIES INCLUDE MULTIPLE YEAR TAX PROJECTIONS, RETURNS PREPARATION AND ELECTRONIC FILING. THESE SERVICES MAY BE PART OF A COMPREHENSIVE FINANCIAL PLANNING ENGAGEMENT OR A SEPARATE TAX ENGAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-20 |
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