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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-16 |
Branch Locations
Plantation, FL • United States
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Plantation | FL | 03/2016 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Plantation | FL | 03/2016 | Present |
EMORY TOWNHOMES HOMEOWNER'S ASSOCIATION, INC. POSITION: Secretary NATURE: Homeowner's Association for the community in which I live. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS: 12270 SW 3rd St, Suite 200, c/o Castle Management, LLC, Plantation FL 33325, United States DESCRIPTION: Assist in making sure the community in which I live runs smoothly and handle any issues that arise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-31 |
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