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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 | 2012-06-19 |
Branch Locations
5411 Skycenter Drive Suite 250, Marketing Group, Tampa, FL 33607 • United States
Brandon, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Tampa | FL | 02/2012 | Present |
| Tiaa | Tampa | FL | 02/2012 | Present |
| Nuveen Securities, Llc | Tampa | FL | 02/2023 | 12/2025 |
(1) PHI KAPPA TAU DELTA GAMMA CHAPTER PARENTS CLUB POSITION: President NATURE: non-profit parents club supporting PKT DG chapter at Ole Miss INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2023 ADDRESS: 1723 University Ave, Suite B, Pox 121, Oxford MS 38655, United States DESCRIPTION: Chapter meetings, support boys (2) MISTY RIDGE HOMEOWNERS ASSOCIATION POSITION: President NATURE: Homeowners Association INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2015 ADDRESS: Oakcrest Drive, Brandon FL 33510, United States DESCRIPTION: Homeowners association duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-09 |
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