As'AD Gourani

Current Employers

Employment History

• 09/2017 → Present
  Ag Wealth Management, Pllc
  Ypsilanti, MI
• 11/2016 → 08/2017
  Citizens Financial Group
  Ypsilanti, MI
• 11/2013 → 11/2016
  Macy's
  Ann Arbor, MI
• 08/2014 → 04/2017
  Education - Eastern Michigan University (Bba In Finance)
  Ypsilanti, MI
• 09/2018 → 11/2020
  Sherman Wealth Management, Llc
  Gaithersburg, MD
• 01/2021 → Present
  Ag Tax Advisors
  Ypsilanti, MI
• 10/2021 → Present
  Blend Financial, Inc.
  San Fransisco, CA

Other Businesses

Asad is also the founder and CEO of AG Tax Advisors, LLC. The company offers tax preparation and consulting services. The company is currently located in Ann Arbor Michigan, and Asad is the sole owner. The business is seasonal in nature, and generally spans between February and April, and takes approximately 10 hours per week during that time period of the adviser's time, but none during securities trading hours. In addition, Asad provides contract based financial planning work for other registered investment advisers including but not limited to Origin Financial. Origin Financial LLC; Investment-Related; San Francisco, CA; Investment Adviser; Investment Adviser Representative;  10/12/2021; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-02