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Kyle B Watt

Tiaa-Cref Individual & Institutional Services, LLC

Portland, OR

Portland, OR

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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
AL RA APPROVED 2025-08-26
TX RA APPROVED_RES 2025-08-26
OR RA APPROVED 2015-10-08
  • AL RA
    APPROVED
    Since 2025-08-26
  • TX RA
    APPROVED_RES
    Since 2025-08-26
  • OR RA
    APPROVED
    Since 2015-10-08

Branch Locations

Columbia Business Center 9900 Sw Greenburg Rd, Suite 130, Portland, OR 97223 • United States

Portland, OR • 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
Tiaa Portland OR 09/2015 Present
Tiaa-Cref Individual & Institutional Services, Llc Portland OR 09/2015 Present
Previous Registrations
  • 2001-06-15 → 2015-10-07
    Sigma Investment Management Company
    Portland, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-11-07
S65 Uniform Investment Adviser Law Examination 2001-06-01
  • S63 Uniform Securities Agent State Law Examination
    2015-11-07
  • S65 Uniform Investment Adviser Law Examination
    2001-06-01

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
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