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Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-22
FL RA APPROVED 2013-12-19
  • TX RA
    APPROVED_RES
    Since 2025-08-22
  • FL RA
    APPROVED
    Since 2013-12-19

Branch Locations

2525 Ponce De Leon Blvd Suite 300, Coral Gables, FL 33134 • United States

Miami, FL • 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
Tiaa Coral Gables FL 10/2013 Present
Tiaa-Cref Individual & Institutional Services, Llc Coral Cables FL 10/2013 Present
Previous Registrations
  • 2012-10-08 → 2013-10-09
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Miami, FL
  • 2006-04-10 → 2012-08-13
    Truist Investment Services, Inc.
    Key Biscayne, FL
    Coral Gables, FL
    Key Biscayne, FL
    Miami, FL
    Boca Raton, FL
    Miami, FL
    Miami, FL
Other Businesses

(1) RENTAL HOME POSITION: Landlord NATURE: Rental Home INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 14328 SW 135 Ave, Miami FL 33186, United States DESCRIPTION: Rental Home (2) UNITY PINECREST, LLC POSITION: LLC Member Owner NATURE: LLC as a holding pass-through for a home to rent at -13220 SW 69 Ct Miami, FL. 33156 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: Home Address, Miami FL 33156, United States DESCRIPTION: Rental home landlord. (3) UNITY MIAMI, LLC POSITION: Member NATURE: LLC as an entity pass-through for future rental income for condo at 7705 SW 86 St. #B-307. Miami, FL. 33143. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: Home Address, Miami FL 33156, United States DESCRIPTION: Owner of condo.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-28
S63 Uniform Securities Agent State Law Examination 2001-06-11
  • S66 Uniform Combined State Law Examination
    2005-12-28
  • S63 Uniform Securities Agent State Law Examination
    2001-06-11
Other Names
  • Mohammed Atif Sakrani
  • Atif Sakrani

View on SEC IAPD

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