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Tiaa-Cref Individual & Institutional Services, LLC CRD 20472
$37.9B regulatory AUM 35,647 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-10-11 |
Branch Locations
Mountain Brook, AL • United States
2545 Highland Avenue Suite 100, Birmingham, AL 35205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Austin | TX | 05/2013 | 08/2021 |
| Bbva Wealth Solutions Inc. | Austin | TX | 02/2016 | 08/2021 |
| Pnc Investments | Birmingham | AL | 08/2021 | 09/2024 |
| Tiaa | Birmingham | AL | 09/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Birmingham | AL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-29 |
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