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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Independence | OH | 12/2015 | 05/2020 |
| Arbor Point Advisors | Independence | OH | 01/2016 | 05/2020 |
| Regal Investment Advisors, Llc | Kentwood | MI | 05/2020 | 09/2024 |
| Prasad Wealth Partners | Independence | OH | 09/2024 | Present |
1) Independent Insurance Agent. Sells Fixed & Variable Life Life, Fixed & Variable Annuities, LTC, & Disability. Devotes approx. 10 hours per month. Devotes approx. 10 hours during trading hours. This is not investment related. 4) Prasad Wealth. Wealth Manager. 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 | 2011-11-04 |
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