Mansoor Ahmed

Current Employers

Employment History

• 05/2008 → 01/2024
  Woodbury Financial Services
  Oakbrook, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Downers Grove, IL

Previous Registrations

• 2008-05-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakbrook Terrace, IL
  Downers Grove, IL
• 2001-04-11 → 2008-05-27
  Msi Financial Services, Inc.
  Downers Grove, IL
  Downers Grove, IL

Other Businesses

1) PHYSICIANS PLANNING GROUP; NON INV REL; 3250 LACEY RD, SUITE 160, DOWNERS GROVE, IL 60515; SELL HEALTH INS, DISABILITY, TERM LIFE; AGENT; SINCE 05/08/2008; 2HRS/MTH- 0 DURING TRADING HRS; SELLING NON-VAR INS PRODUCTS. 2) DENTAL REVENUE GROUP INC.:POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2016; ADDRESS: Downers Grove IL 60515; DESCRIPTION: Dental Practice Management Including Dental Billing. 3) PASSIONATE CARE MANAGEMENT LLC POSITION: CEO NATURE: LLCPartnership INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2017 ADDRESS: Downers Grove IL 60515 DESCRIPTION: I own45 Percent of the company. This is to provide non-face to face chronic care management services to the patients.Apart from owning the entity and financing the project and using my relationships with physicians, I dont do much.The program is run by an operations director, whos name is Mumtaz and the clinical side is handled by Kathy who is a CMA and supervisor. Apart from that there are CMA's who call on the patients. The program is management by David Kray who is employed by the corporation as Director CCM program. 4) REMOTE PATIENT DEVICES LLC POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 11/05/2019 ADDRESS: Downers Grove IL 60515 DESCRIPTION: Medical Device Company providing medical devices to patients on behalf of the medical doctors and charging fee to the doctor on a monthly basis. 5) PHYSICIANS REVENUE GROUP INC. POSITION: CEO NATURE: S corporation. Its a medical Billing Company. Provide billing and coding services to medical practices INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 30 START DATE: 05/17/2013 ADDRESS: Downers Grove IL 60515 DESCRIPTION: I own the company. Have vice president, supervisors, medical biller's and medical coders that run the operations. 6) PHYSICIANS PLANNING GROUP LLC POSITION: owner NATURE: LLC, Accounting and Book Keeping services. Have a CPA Payal Patel and book keepers who does provide accounting and book keeping services to medical practices. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2012 ADDRESS: Downers Grove IL 60515 DESCRIPTION: I own the company but don't provide any accounting and payroll services myself. Have a CPA and book keepers who directly deal with the clients. 7) PHYSICIANS PLANNING GROUP POSITION: Agent NATURE: DBA-SELL HEALTH INS, DISABILITY, TERM LIFE; AGENT; SINCE 05/08/2008; 2HRS/MTH- 0 DURING TRADING HRS; SELLING NON-VAR INS PRODUCTS. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/08/2008 ADDRESS: 3250 Lacey Rd., Suite 160, Downers Grove IL 60515 DESCRIPTION: This is my DBASell non securities products, Health Insurance, Disability Insurance, Traditional Life Insurance. 8) TEKBOOX POSITION: Partner NATURE: PartnershipIts a software development business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2022 ADDRESS: 3250 Lacey Rd., Suite 160, Downers Grove IL 60515 DESCRIPTION: Its a partnership with my brother who is working on developing health care software for Remote patient devices, my other business that is already disclosed under my OBA. 9) CYRX 360 POSITION: Partner with other 2 partners who are expewrt in this field NATURE: Corporate LLC/Partnership Business will primarily provide Computer & System network & cyber security services to medical practices. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 12/13/2025 ADDRESS: 3250 Lacey Rd., Suite 200, Downers Grove IL 60515, United States DESCRIPTION: I will provide the logistic and human resources through my Physicians Revenue Group team The other 2 partners are well versed in providing cyber security services to health care providers I own 50% of the company.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-17
• S63 Uniform Securities Agent State Law Examination
  1998-06-16

Other Names

• Mansoor Anwar Ahmad
• Mansoor A Ahmed
• Mansoor Anwar Ahmed