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Rahil Machiwalla

Osaic Institutions, Inc.

Hayward, CA

Alameida, CA

Pleasanton, CA

San Leandro, CA

Castro Valley, CA

Fremont, CA

Oakland Rockridge, CA

Livermore, CA

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-30
  • CA RA
    APPROVED
    Since 2023-11-30

Branch Locations

109 Review Way, Hayward, CA 94544 • United States

2680 5Th Street Suite A, Alameida, CA 94501 • United States

5901 Gibraltar Drive North, Pleasanton, CA 94588 • United States

600 Bancroft Ave, San Leandro, CA 94577 • United States

3365 Castro Valley Blvd., Castro Valley, CA 94546 • United States

2710 Mowry Ave, Fremont, CA 94538 • United States

6300 College Ave. - Suite 110, Oakland Rockridge, CA 94618 • United States

4518 Las Positas Rd, Livermore, CA 94551 • 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
Cuso Financial Services, Lp San Diego CA 05/2012 12/2023
Osaic Institutions, Inc Meriden CT 11/2023 Present
1St United Credit Union Hayward CA 11/2023 Present
  • 05/2012 → 12/2023
    Cuso Financial Services, Lp
    San Diego, CA
  • 11/2023 → Present
    Osaic Institutions, Inc
    Meriden, CT
  • 11/2023 → Present
    1St United Credit Union
    Hayward, CA
Previous Registrations
  • 2012-05-01 → 2023-11-29
    Cuso Financial Services, L.P.
    Fremont, CA
    Fremont, CA
    Berkeley, CA
    San Leandro, CA
    Union City, CA
    Oakland, CA
    Alameda, CA
    Pleasanton, CA
    Hayward, CA
    Castro Valley, CA
    Oakland, CA
    San Leandro, CA
    Hayward, CA
    Oakland, CA
  • 2010-06-22 → 2012-05-01
    Chase Investment Services Corp.
    San Jose, CA
    San Jose, CA
    Sunnyvale, CA
    Campbell, CA
    San Jose, CA
  • 2009-11-04 → 2010-06-28
    Citigroup Global Markets Inc.
    Saratoga, CA
    San Jose, CA
    San Jose, CA
    San Francisco, CA
    Santa Clara, CA
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-21
  • S66 Uniform Combined State Law Examination
    2009-10-21
Other Names
  • Ray Machiwalla

View on SEC IAPD

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