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6050 Oak Tree Blvd. Suite 100, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-06 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 07/2013 | 03/2024 |
| Regulus Financial Group, Llc | Kentwood | MI | 04/2024 | 09/2024 |
| Prasad Wealth Partners, Llc | Independence | OH | 09/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2024 | Present |
1) Prasad Wealth Partners, LLC. Investment related. At registered location. RIA. President. 9/5/2024. 160 hrs/month. 160 hrs during securites hrs. Wealth manager. 2) Fixed Insurance. Not investment related. At registered location. Fixed Insurance. Agent. 9/5/2024. 160 hrs/month. 160 hrs during securites hrs. Agent. 3) PKSF. Not investment related. At registered location. Fixed Insurance. Agent. 9/5/2024. 160 hrs/month. 160 hrs during securites hrs. Agent. 4) Prasad Wealth. Owner/President. At registered location. Insurance services. 9/18/2024. 5 Hrs/week. 30 during SEC trading hours. Compensation received. Investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-16 |
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