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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
Branch Locations
Fort Worth, TX • United States
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • 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 |
|---|---|---|---|---|
| Foster Financial Group | Austin | TX | 04/2015 | 06/2019 |
| Lincoln Investment | Wyncote | PA | 04/2015 | 06/2019 |
| Lion Street Financial, Llc | Austin | TX | 09/2019 | 11/2019 |
| Lion Street Advisors, Llc | Austin | TX | 09/2019 | 11/2019 |
| Score Priority Corp. | New York | NY | 02/2020 | 02/2020 |
| Lowenberg Group, Llc | Austin | TX | 03/2020 | 03/2020 |
| Lincoln Investment | Fort Washington | PA | 07/2020 | 09/2020 |
| Unemployed | Austin | TX | 04/2020 | 06/2020 |
| Cadaret, Grant & Co., Inc. | Jericho | NY | 10/2020 | 12/2021 |
| Ameriprise Financial Services, Llc | Richardson | TX | 01/2022 | 06/2022 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 07/2022 | 09/2022 |
| Wealth Advisory Associates | Woodbury | NY | 10/2022 | 12/2022 |
| Integrated Wealth Strategies | Austin | TX | 07/2019 | 11/2019 |
| Unemployed | Austin | TX | 12/2019 | 01/2020 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2022 | 12/2022 |
| J.P. Morgan Securities Llc | Lake Grove | NY | 01/2023 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Lake Grove | NY | 01/2023 | 12/2024 |
| Capital Analysts | Wyncote | PA | 11/2017 | 06/2019 |
| Brightside Academy Ohio Llc | Fort Washington | PA | 09/2020 | 10/2020 |
| American Investment Planners Llc | Jericho | NY | 10/2020 | 01/2022 |
| Lincoln Investment | Wyncote | PA | 09/2015 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 01/2025 | 09/2025 |
| Bank Of America, N.A. | Garden City | NY | 01/2025 | 09/2025 |
| Kestra Investment Services, Llc | Fort Worth | TX | 09/2025 | 11/2025 |
| Kestra Advisory Services, Llc | Fort Worth | TX | 09/2025 | 11/2025 |
| American Express Financial Advisors Inc. | Richardson | TX | 01/2022 | 06/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 12/2025 | Present |
| Tiaa | Frisco | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-05 |
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