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6050 Oak Tree Blvd. Suite 100, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-05 |
Branch Locations
6050 Oak Tree Blvd. Suite 100, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 02/2006 | 09/2018 |
| Ohio National Equities Inc | Cincinnati | OH | 03/2006 | 09/2018 |
| Cuna Mutual Group | Waverly | IA | 11/2018 | 02/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2018 | 02/2019 |
| Unemployed | Cleveland | OH | 09/2018 | 11/2018 |
| Transamerica Capital Inc | Denver | CO | 02/2019 | 11/2020 |
| Jk Investment Group, Llc | Independence | OH | 11/2020 | 09/2024 |
| Regulus Financial Group, Llc | Kentwood | MI | 12/2020 | 09/2024 |
| Regal Investment Advisors, Llc | Kentwood | MI | 10/2023 | 09/2024 |
| Prasad Wealth Partners, Llc | Independence | OH | 09/2024 | Present |
1)Western Gales HOA. Board member. 4248 Maidstone Ln Medina, OH 44256. Board Member. Start date 02/2019. 3 Hrs/Mth. Zero during SEC trading hours. Receives no compensation. This is not investment related. 2) Licensed insurance agent. This is not investment related. Started 12/1/2001. This is not investment related. 3) GBX-Utah. SLC Peery LLC- Real Estate. Passive investment. Receives no compensation. Started 11/1/2018. Cleveland, OH. 4) Prasad Wealth. Owner. 6050 Oak Tree Blvd, Independence, OH 44131. Insurance services. Started 9/18/2024. 8 Hrs/Mth.. Zero during SEC trading hours. Compensation received. Investment-related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-16 |
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