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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
CA RA APPROVED 2026-08-31
  • CA RA
    APPROVED
    Since 2026-08-31

Branch Locations

3655 Nobel Drive Suite 140, San Diego, CA 92122 • United States

San Diego, CA • 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
Wells Fargo Clearing Services, Llc Solana Beach CA 08/2021 01/2022
Unemployed San Diego CA 03/2020 08/2021
J.P. Morgan Securities Llc San Diego CA 07/2019 02/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Solana Beach CA 06/2015 07/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 02/2022 04/2022
Northwestern Mutual Investment Services, Llc San Diego CA 11/2021 03/2022
Lpl Financial Llc San Diego CA 06/2022 07/2026
Zions Bank (Ca, B&T) San Diego CA 05/2022 07/2026
Tiaa-Cref Individual & Institutional Services, Llc San Diego CA 07/2026 Present
Tiaa San Diego CA 07/2026 Present
Edward Jones San Diego CA 02/2020 03/2020
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-15
  • S66 Uniform Combined State Law Examination
    2012-06-15
Other Names
  • Andrew Heil
  • Andy Heil
  • Andrew Philip Heil
  • Andrew P Heil
  • Andrew Philip Heil
  • Andy Heil

View on SEC IAPD

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