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6050 Oak Tree Blvd. Suite 100, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-27 |
| 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Westlake | OH | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 10/2017 |
| Pnc Investments | Pittsburgh | PA | 10/2017 | 12/2017 |
| Pnc Bank | Rocky River | OH | 10/2017 | 12/2017 |
| Robert W Baird & Co., Incorporated | Cleveland | OH | 01/2018 | 11/2020 |
| Jk Investment Group, Llc | Independence | OH | 11/2020 | 09/2024 |
| Regal Investment Advisors, Llc | Kentwood | MI | 01/2021 | 09/2024 |
| Regulus Financial Group, Llc | Kentwood | MI | 01/2021 | 09/2024 |
| Prasad Wealth Partners, Llc | Independence | OH | 09/2024 | Present |
| Purshe Kaplan Sterling Investments | Independence | OH | 04/2025 | Present |
Fixed Insurance. Investment related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 05/2025. 10 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-13 |
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