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Rahul Kashyap

Tiaa-Cref Individual & Institutional Services, LLC

Charlotte, NC

Charlotte, NC

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-08-14
TX RA APPROVED 2025-08-14
VT RA APPROVED 2025-08-14
NC RA APPROVED 2023-10-25
  • AL RA
    APPROVED
    Since 2025-08-14
  • TX RA
    APPROVED
    Since 2025-08-14
  • VT RA
    APPROVED
    Since 2025-08-14
  • NC RA
    APPROVED
    Since 2023-10-25

Branch Locations

8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262 • United States

Charlotte, NC • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 04/2019 04/2022
United Postal Service Staten Island NY 11/2018 01/2019
Fortune Investment Advisory New Delhi 06/2014 10/2018
Lpl Financial Llc Fort Mill SC 05/2022 09/2023
Tiaa Charlotte NC 09/2023 Present
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 09/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-15
  • S66 Uniform Combined State Law Examination
    2019-07-15

View on SEC IAPD

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