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Kathleen Maura Mueller

Prasad Wealth Partners

Independence, OH

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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 2024-09-06
  • OH RA
    APPROVED
    Since 2024-09-06

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services, Inc. Westlake OH 10/2016 10/2018
The Club At Key Center Cleveland OH 11/2015 09/2016
Baird Cleveland OH 10/2018 05/2021
Prasad Wealth Partners, Llc Independence OH 09/2024 Present
Jk Investment Group Independence OH 05/2021 09/2024
  • 10/2016 → 10/2018
    Ubs Financial Services, Inc.
    Westlake, OH
  • 11/2015 → 09/2016
    The Club At Key Center
    Cleveland, OH
  • 10/2018 → 05/2021
    Baird
    Cleveland, OH
  • 09/2024 → Present
    Prasad Wealth Partners, Llc
    Independence, OH
  • 05/2021 → 09/2024
    Jk Investment Group
    Independence, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-03
  • S66 Uniform Combined State Law Examination
    2017-10-03
Other Names
  • Kathleen Maura Sammon
  • Maura Sammon
  • Maura Mueller
  • K. Maura Mueller
  • Kathleen Sammon
  • Kathleen Mueller
  • Kathleen Maura Mueller
  • Kathleen M Mueller

View on SEC IAPD

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SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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