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Current Employers
Prasad Wealth Partners

6050 Oak Tree Blvd. Suite 100, Independence, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-09-05
  • OH RA
    APPROVED
    Since 2024-09-05

Branch Locations

6050 Oak Tree Blvd. Suite 100, Independence, OH 44131 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Metropolitan Life Insurance Company Oakwood Village OH 06/1988 01/2017
Metlife Securities Inc. Oakwood Village OH 06/1988 01/2017
Commonwealth Financial Network Waltham MA 01/2017 10/2018
Securities America, Inc. Oakwood Village OH 10/2018 05/2020
Arbor Point Advisors Oakwood Village OH 10/2018 05/2020
Regal Investment Advisors, Llc Kentwood MI 05/2020 09/2024
Regulus Advisors, Llc Kentwood MI 05/2020 09/2024
Prasad Wealth Partners, Llc Independence OH 09/2024 Present
Purshe Kaplan Sterling Investments Albany NY 10/2024 Present
  • 06/1988 → 01/2017
    Metropolitan Life Insurance Company
    Oakwood Village, OH
  • 06/1988 → 01/2017
    Metlife Securities Inc.
    Oakwood Village, OH
  • 01/2017 → 10/2018
    Waltham, MA
  • 10/2018 → 05/2020
    Securities America, Inc.
    Oakwood Village, OH
  • 10/2018 → 05/2020
    Arbor Point Advisors
    Oakwood Village, OH
  • 05/2020 → 09/2024
    Kentwood, MI
  • 05/2020 → 09/2024
    Regulus Advisors, Llc
    Kentwood, MI
  • 09/2024 → Present
    Prasad Wealth Partners, Llc
    Independence, OH
  • 10/2024 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2020-05-14 → 2024-09-30
    Oakwood Village, OH
    Kentwood, MI
  • 2018-10-12 → 2020-05-14
    Arbor Point Advisors
    Oakwood Village, OH
  • 2017-01-09 → 2018-10-12
    Oakwood Village, OH
    Waltham, MA
  • 2007-04-10 → 2017-01-09
    Msi Financial Services, Inc.
    North Canton, OH
Other Businesses

1)PRASAD WEALTH PARTNERS, LLC. Investment related. At the registered location. RIA.IAR. IAR. 09/2024.60.60. Investment Advisory Activities 2)FIXED INSURANCE. Investment Related. At the registered location. Fixed Insurance sales. Agent. Agent.05/1988.20.20.Provide insurance advice to based on the needs of client(s). 3)OAKWOOD BUSINESS PARK. Not Investment Related. At the registered location. Commerical Rental Building. Partner. Joint Owner.07/01/2005. 7.0. Duties:Wife owns business and runs it, Joint Owner. 4)TAJ IMPORTS INC. Not Investment related. At the registered location. Textile Sales/ Wholesale clothing. President. Owner. 40. 0. 01/01/1996. Wife owns the business and runs it, joint owner. 5)AARCO Uniforms. Not investment related. At the registered location. Textile Sales. Spouse of owner.12/2017. 10. 0. No Compensation; Assists father with business in creating uniforms. 6)Midwest Impex, Inc. Not investment Related. At the registered location. Garment Trading. Spouse of owner. Spouse.0.0. 03/2023. No duties, spouse of the owner. 7)Robotco Inc. Not investment related. 300 Ryan Rd., Seville, OH 44273. Industrial Robotics. Owner. 09/2025. 0. 0. My son bought this company and he will run this business under his ownership. I will own shares and be a part owner. My duties would be as an advisory. 8) Holistic Investments LLC. Investment related. 1015 Schneider ST SE North Canton, OH 44720. Family Partner. 05/2024. 0. 0. Both my kids started it and they will run the business under their ownership. My role is only a family passive investment partner. 9) Sangam (India) Ltd. Not investment related. Sangam House, Atun Chittorgarh Rd. Bhilwara, Rajasthan India. Independent Board Member. 7/2026. 1. 0. Independent board member for publicly traded (National Stock Exchange of India) yarn and textile manufacturer located in India.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-10-25
  • S63 Uniform Securities Agent State Law Examination
    2012-10-25
Other Names
  • Ranjan Jagetia
  • Ranjan Jagetia

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