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6050 Oak Tree Blvd. Suite 100, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-02 |
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 |
|---|---|---|---|---|
| Shorr Packaging Corp | Aurora | IL | 06/2017 | 08/2017 |
| The Allstate Corp | Northbrook | IL | 06/2018 | 03/2020 |
| Marcus & Millichap | Independence | OH | 04/2020 | 10/2020 |
| Elixir Solutions | Twinsburg | OH | 10/2020 | 05/2022 |
| Valparaiso University | Valparaiso | IN | 09/2014 | 05/2018 |
| Regulus Financial Group | Kentwood | MI | 05/2022 | 09/2024 |
| Regal Investment Advisors | Kentwood | MI | 09/2022 | 09/2024 |
| Prasad Wealth Partners | Independence | OH | 09/2024 | Present |
Nielsen TV Ratings; Investment-related: No; 675 6th Ave, New York, NY 10011; TV Ratings; Panelist; Participate in TV ratings panel; Hours during trading hours: N/A; Nielsen places a meter in my home that tracks my television watching habits for their marketing research. They compensate me monthly for allowing them to put the meter in my house
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-19 |
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