Zeeshan Ali

Current Employers

Employment History

• 11/2017 → 01/2022
  Mass Mutual Life Insurance Co
  Dallas, TX
• 11/2017 → 01/2022
  Mml Investors Services, Llc
  Dallas, TX
• 05/2016 → 11/2016
  Unemployed
  Irving, TX
• 11/2016 → 10/2020
  Asim & Shweta Company Inc
  Plano, TX
• 11/2020 → 12/2020
  Sg Inc Cpa
  Plano, TX
• 01/2021 → 06/2021
  Sg Inc Cpa
  Plano, TX
• 07/2021 → Present
  Sg Tax Group Llc
  Plano, TX
• 09/2021 → 05/2022
  Sg Cpa Inc
  Plano, TX
• 03/2022 → Present
  Hornor Townsend & Kent Llc
  Horsham, PA
• 06/2019 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA

Previous Registrations

• 2018-03-15 → 2022-01-26
  Mml Investors Services, Llc
  Addison, TX
  Dallas, TX

Other Businesses

1)INVESTMENT PLANNING FINANCIAL PLANNING AND WEALTH MANAGEMENT | INVESTMENT RELATED: YES | DBA NAME:NOVEL WEALTH STRATEGIES | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 16633 N DALLAS PARKWAY STE 525, ADDISON TX 75001 | START DATE: 3/9/2022 | NATURE OF ACTIVITY: INVESTMENT SERVICES | APPROX HRS PER MTH: 41-100 HRS |APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: FINANCIAL PLANNING WEALTH MANAGEMENT. 2)INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: PENNMUTUAL WEALTH STRATEGIES | POSITION HELD: AGENT | ADDRESS: 16633 N DALLAS PARKWAY STE 525, ADDISON TX 75001 | START DATE: 3/9/2022 | NATURE OF ACTIVITY: LIFE INSURANCE AND INVESTMENT BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: FINANCIAL PLANNING & INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3)TAX PLANNING | INVESTMENT RELATED: NO | DBA NAME: SG TAXGROUP LLC | POSITION HELD: PARTNER | ADDRESS: 555 REPUBLIC DR STE 500 PLANO TX 75074 | START DATE: 3/9/2022 | NATURE OF ACTIVITY: CPA/ACCOUNTING SERVICES |APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: WORKING WITH CLIENTS WHO NEED TAX PLANNING. 4)CONSULTING | INVESTMENT RELATED: NO | DBA NAME: PROFINGUIDE LLC | POSITION HELD: OWNER | ADDRESS: 5605 ACOMA LN MCKINNEY TX 75070 | START DATE: 3/10/2022 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: BUSINESS CONSULTING. 5)TAX SERVICES | INVESTMENT RELATED: NO | DBA NAME: PROTAXSERVE LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 5605 ACOMA LN MCKINNEY TX 75070 | START DATE: 7/11/2022 | NATURE OF ACTIVITY: TAX PREPARER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: TAX PREPARATION 6)TAX ADVISORY | POSITION: CONTRACTOR/CONSULTANT | NATURE: TAX PREPARATION | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 0 | START DATE: 12/01/2023 | ADDRESS: , TX | DESCRIPTION: TAX PLANNING ADVISE TO CPA FOR HIS CLIENTS.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-26