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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 |
|---|---|---|---|---|
| Securities America Inc. | Independence | OH | 06/2016 | 05/2020 |
| Arbor Point Advisors | Independence | OH | 06/2016 | 05/2020 |
| Regal Investment Advisors, Llc | Kentwood | MI | 05/2020 | 09/2024 |
| Regulus, Llc | Kentwood | MI | 05/2020 | 09/2024 |
| Prasad Wealth Partners | Independence | OH | 09/2024 | Present |
Grey Street Portfolio Management Group. Managing Partner. Investment related. Providing investment management solutions to advisors. 6050 Oak Tree Blvd, Independence, OH 44131. As of 7/1/2026. 15hr/mo., 12 hr/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-18 |
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