Eddie Ghanshyambhai Patel

Current Employers

Employment History

• 10/2008 → Present
  Eddie Patel, Inc. Dba Zendamentals
  Chicago, IL
• 01/2008 → Present
  Zen Wealth Management Group, Inc.
  Chicago, IL
• 06/2017 → 07/2018
  Liberty Partners Financial Services, Llc
  Bakersfield, CA
• 01/2024 → 03/2024
  Expressive Wealth Llc
  Chicago, IL
• 09/2023 → Present
  Zen Tax 4, Llc
  Las Vegas, NV
• 01/2020 → 09/2025
  Zen Tax 2, Llc
  Carol Strem, IL
• 01/2020 → Present
  Zen Tax 3, Llc
  Hayes, VA
• 09/2020 → Present
  Box Holdings Llc
  Chicago, IL

Previous Registrations

• 2024-02-23 → 2024-03-01
  Expressive Wealth Llc
  Chicago, IL

Other Businesses

1. Zen Wealth Management Group, Inc. ADV Category: accounting firm & insurance agency & real estate broker or dealer; investment related: Location of the business: 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; Description of the business: Zen Wealth Management Group, Inc. provides bookkeeping, payroll, registered agency, virtual CFO, and tax return preparation services to its clients. Zen Wealth Management Group Inc. holds a life & health insurance license in Illinois, Florida, and California and also holds a real estate brokerage license in Illinois.; Position Title: President/CEO; Duties: responsible for overseeing all aspects of the business including hiring, personnel management, marketing, administration, corporate accounting, tax return and financial statement reviews.; 2008-01-01; Hours 130 hrs/mo; 2. Zen Tax 3, LLC; not investment related; Location of the business: 2898 George Washington Memorial Hwy, Hayes, VA 23072; Description of the business: Zen Tax 3 LLC is an accounting firm. It provides bookkeeping, payroll, registered agency, and tax return preparation services to its clients. It also provides virtual CFO services.; Position Title: Chief Executive Officer; Responsibilities Duties: responsible for overseeing all aspects of the business including personnel management, marketing, administration, corporate accounting, tax return and financial statement reviews.; Start date with business: 2021-01-01; Hours devoted to business 25 hrs/mo; 3. Box Holdings, LLC; investment related: Location of the business: 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; Description of the business: This is a holding company for rental real estate.; Position Title: Managing Member; Responsibilities Duties: Eddie Patel is one of two members in the LLC. He manages the accounting, tenant relationships, and maintenance of the buildings in the LLC.; 2017-07-01;Hours devoted to business during trading hours: 2;Hours dev; Location of the business: 2898 George Washington Memorialoted to business outside trading hours: 5; 4. Zen Tax 4, LLC; 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; not investment related; Description of the business: Zen Tax 3 LLC is an accounting firm. It provides bookkeeping, payroll, registered agency, and tax return preparation services to its clients. It also provides virtual CFO services.; Position Title: Chief Executive Officer; Duties: responsible for overseeing all aspects of the business including personnel management, marketing, administration, corporate accounting, tax return and financial statement review; Member since 9/27/2023; 5 hrs/mo 5. Zen Tax 1, LLC; 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; not investment related; Holding Company - Non Active; Member since 10/23/2023; 0 hrs/mo 6. Zen Life Strategies, LLC; 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; investment related; Insurance Agency - Non Active; Member since 10/25/2023; 0 hrs/mo 7. Thinkquity, LLC; 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; not investment related; Real Estate Investment Holding Company; Member since 4/18/2023; 0 hrs/mo 8. Zen Spaces, LLC; 2257 W Irving Park Rd Ste 1, Chicago, IL 60618; not investment related; Real Estate Investment Holding Company; Member since 8/9/2022; 0 hrs/mo

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-01-08
• S65 Uniform Investment Adviser Law Examination
  2008-08-19

Designations