DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Tiffany L Boval

Prasad Wealth Partnersindependent RIAIndependence, OhIA-onlyIAPD 6548129

Feed of 09/14/2026

Also filed as Tiffany L Boval-Taylor

At current firm

2 y

since Sep 5, 2024

In the industry

10 y

since Dec 23, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Prasad Wealth Partners independent RIA current
since Sep 5, 2024 · Independence, Oh
Regal Investment Advisors LLC BD affiliated
May 14, 2020 to Sep 30, 2024 · Independence, Oh
Arbor Point Advisors former
Oct 25, 2018 to May 14, 2020 · Independence, Oh
Key Investment Services LLC BD affiliated
Sep 29, 2017 to Oct 19, 2018 · Independence, Oh

Moves

a registration end followed by a registration begin elsewhere

Regal Investment Advisors LLC to Prasad Wealth Partners
left Sep 30, 2024, registered Sep 5, 2024 (-25 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Arbor Point Advisors to Regal Investment Advisors LLC
left May 14, 2020, registered May 14, 2020 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
Key Investment Services LLC to Arbor Point Advisors
left Oct 19, 2018, registered Oct 25, 2018 (6 days) · Affiliated broker-dealer or bank to another

Signals

Tiffany L Boval left Regal Investment Advisors Llc for Prasad Wealth Partners (registered 2024-09-05)
Sep 30, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address