Laila Elizabeth Zaki

Current Employers

Employment History

• 06/2023 → 09/2025
  Avantax Investment Services Inc.
  Duluth, GA
• 06/2023 → 09/2025
  Avantax Advisory Services
  Duluth, GA
• 01/2007 → Present
  Ahmed H. Zaki Cpa Pc
  Duluth, GA
• 05/2020 → 09/2020
  Atlanta New Home Directory.cOm, Inc
  Suwanee, GA
• 02/2015 → Present
  Pinnacle Wealth Management, Inc.
  Duluth, GA
• 09/2020 → 01/2022
  First Pinnacle Financial Group
  Duluth, GA
• 08/2021 → Present
  Pine In The Ash, Inc.
  Lawrenceville, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-11-26 → 2025-09-05
  Avantax Advisory Services
  Duluth, GA
  Dallas, TX

Other Businesses

1) AHMED H. ZAKI CPA PC POSITION: Accountant/Assistant NATURE: Personal and corporate Federal and State Tax Return preparation, small business accounting, payroll processing, other tax related services for clients. INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2007 ADDRESS: 2434 Highway 120, Suite 110, Duluth GA 30097, United States DESCRIPTION: Client communicationsAccounting for small businesses. This includes entering credits and debits in Quickbooks, reconciling the bank and credit card statements, reconciling payroll, and other accounting procedures to properly process financial statements for clients. Processing weekly/bi-weekly/semi-monthly/monthly/quarterly/annual payroll for clients. Processing quarterly payroll tax returns and year end payroll tax returns and W2/W3 for clients.Processing monthly/quarterly/annual sales tax returns for clients. Assisting the president with any client related activities needed. 2) PINNACLE WEALTH MANAGEMENT, INC. POSITION: Advisor Assistant NATURE: Wealth management and financial consulting INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 02/01/2015 ADDRESS: 2434 Highway 120, Suite 110, Duluth GA 30097, United States DESCRIPTION: Assistant to the licensed Avantax advisor. This includes collecting client data, assisting with applications for new accounts with Avantax, assisting with account changes requested by clients, monitoring fund trends, helping the advisor with administrative tasks and help collect data and prepare for client meetings. 3) PINE IN THE ASH, INC. POSITION: President NATURE: Woodworking/craft side business; Registered with IRS 07/30/2021; Business at home residence INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2021 ADDRESS: 789 Tulip Poplar Way, Lawrenceville GA 30044, United States DESCRIPTION: Small woodworking/craft business. Briefly sold items on Etsy. Very few transactions, but business still open in case I decide to do more. 4) PINE IN THE ASH, INC. POSITION: CEO NATURE: Woodworking/craft side business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2021 ADDRESS: 4225 Old Cherokee Street, Acworth GA 30101, United States DESCRIPTION: Small woodworking/craft business. Duties included buying wood, designing svg on Adobe Illustrator, lasering designs on wood or other products, filling in engravings with epoxy resin, sanding products, sealing wood, getting products ready for clients, updating listings on Etsy store, shipping products to clients. Briefly sold items on Etsy in 2021 and January 2022. Very few transactions, but business still open in case I decide to do more in the future.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-25