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Kip Thomas Siedling

Tiaa-Cref Individual & Institutional Services, LLC

Fairfax, VA

Broadlands, VA

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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
VA RA APPROVED 2022-01-13
  • VA RA
    APPROVED
    Since 2022-01-13

Branch Locations

3050 Chain Bridge Road Suite 400, Fairfax, VA 22030 • United States

Broadlands, VA • 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
Bb&T Investment Services, Inc. Hagerstown MD 11/2015 01/2018
Bb&T Securities, Llc Frederick MD 01/2018 02/2021
Truist Investment Services, Inc. Cumberland MD 02/2021 06/2021
Truist Advisory Services, Inc. Atlanta GA 02/2021 06/2021
Tiaa Fairfax VA 01/2022 Present
Tiaa-Cref Individual & Institutional Services, Llc Fairfax VA 01/2022 Present
Unemployed Broadlands VA 06/2021 01/2022
  • 11/2015 → 01/2018
    Bb&T Investment Services, Inc.
    Hagerstown, MD
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Frederick, MD
  • 02/2021 → 06/2021
    Truist Investment Services, Inc.
    Cumberland, MD
  • 02/2021 → 06/2021
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 01/2022 → Present
    Tiaa
    Fairfax, VA
  • 01/2022 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Fairfax, VA
  • 06/2021 → 01/2022
    Unemployed
    Broadlands, VA
Previous Registrations
  • 2021-02-17 → 2021-07-01
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Cumberland, MD
    Charlotte, NC
    Severna Park, MD
    Hagerstown, MD
    Rockville, MD
    Richmond, VA
  • 2015-11-04 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Severna Park, MD
    Hagerstown, MD
    Cumberland, MD
  • 2014-01-21 → 2015-11-03
    Cetera Investment Advisers Llc
    Hagerstown, MD
  • 2011-08-23 → 2014-01-21
    Cetera Investment Services Llc
    Hagerstown, MD
  • 2007-10-09 → 2011-07-21
    Lpl Financial Llc
    Annapolis, MD
    Olney, MD
    Annapolis, MD
    Annapolis, MD
  • 2005-08-16 → 2007-10-09
    Uvest Financial Services Group, Inc.
    Montgomery Village, MD
    Annapolis, MD
    Annapolis, MD
    Montgomery Village, MD
    Olney, MD
  • 2004-05-12 → 2004-12-08
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 2002-05-28 → 2003-10-01
    Morgan Stanley Dw Inc.
    Frederick, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-12
  • S66 Uniform Combined State Law Examination
    2001-04-12
Other Names
  • Kip Thomas Siedling
  • Kip T Siedling

View on SEC IAPD

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Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

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