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Kendall Park, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Workspend/Broadridge | Newark | NJ | 09/2021 | Present |
| Iqcio Llc | New York | NY | 11/2016 | Present |
| Lasani Wealth Management Llc | Kendall Park | NJ | 03/2026 | Present |
| Rbc Talentnet | Jersey City | NJ | 08/2015 | 11/2016 |
• IQCIO LLC — Rajeev is a co-founder and minority owner of IQCIO LLC (CRD 285435), an SEC-registered adviser focused on institutional clients. His role is primarily in technology and strategy. IQCIO serves a different client base and there is no sharing of client information between the two firms. Lasani Wealth may use analytical tools developed through IQCIO to support its investment process. No fees are paid by Lasani Wealth to IQCIO for such use. • Workspend / Broadridge — Rajeev works as a technology consultant through Workspend, serving as IT Delivery Manager at Broadridge Financial Solutions. This is a non-advisory technology role and does not involve client assets. • Lasani Tech LLC — Rajeev owns Lasani Tech LLC, a passive shell holding company with no independent operations whose sole purpose is to hold his equity interest in IQCIO LLC. Less than one hour per month is devoted to this entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-21 |
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