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TB

Tiffany L. Boval

PRASAD WEALTH PARTNERS
INDEPENDENCE, OH 44131
Some features on this profile are disabled
CRD#: 6548129
TB

Professional summary

Tiffany L Boval, who also goes by Tiffany L Boval-taylor, is a registered financial advisor currently at PRASAD WEALTH PARTNERS located in Independence, Ohio.

Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Tiffany has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tiffany L Boval-Taylor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Insurance Position: Insurance Rep Nature: Insurance sales Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 08/11/2015 Address: 5005 Rockside Rd ste 915, Independence OH 44131, United States. Receives commissions. 2)JK INVESTMENT GROUP - DBA 3)Secretary of Sunshine Committee. Cheer Squad for gymnastics. This is not investment related. Does not receive commissions. Devotes 2 hours per month and no hours during trading hours. Started in 1/1/2019.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany L Boval's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 5, 2024 - Present

PRASAD WEALTH PARTNERS

Office #1: 6050 Oak Tree Blvd. Suite 100, Independence, OH 44131
RIA
CRD#: 332507
INDEPENDENCE, OH
Past

May 19, 2020 - September 30, 2024

REGULUS FINANCIAL GROUP, LLC

BD
CRD#: 150631
Independence, OH
Past

May 14, 2020 - September 30, 2024

REGAL INVESTMENT ADVISORS LLC

RIA
CRD#: 125004
Independence, OH
Past

October 25, 2018 - May 14, 2020

ARBOR POINT ADVISORS

RIA
CRD#: 165127
INDEPENDENCE, OH
Past

October 25, 2018 - May 14, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
INDEPENDENCE, OH
Past

September 29, 2017 - October 19, 2018

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
INDEPENDENCE, OH
Past

September 19, 2015 - October 19, 2018

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
INDEPENDENCE, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PRASAD WEALTH PARTNERS
PRASAD WEALTH PARTNERS | PRASAD WEALTH PARTNERS, LLC

CRD#: 332507 / SEC#: 801-130984

RIA
Registered Investment Advisory firm - (8/29/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(9/5/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/23/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/25/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/19/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PW
PRASAD WEALTH PARTNERS
PRASAD WEALTH PARTNERS | PRASAD WEALTH PARTNERS, LLC

CRD#: 332507 / SEC#: 801-130984

RIA
Registered Investment Advisory firm - (8/29/2024 Approved)
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Contact information

Main Address
6050 Oak Tree Blvd. Suite 100, Independence, OH 44131
Mailing Address
Phone number
(216) 313-9999
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRASAD WEALTH PARTNERS ADV PART 2A 03-26-2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,869
AUM (Assets Under Management)$ 485,982,385

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PRASAD WEALTH PARTNERS

CRD#: 332507Independence, OH 44131

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