Brian Paul Ford

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  Tiaa
  Tempe, AZ
• 09/2015 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Tempe, AZ

Previous Registrations

• 2015-06-10 → 2015-10-12
  Strategic Advisers Llc
  Chandler, AZ
• 2013-08-27 → 2015-03-19
  Tiaa-Cref Individual & Institutional Services, Llc
  Phoenix, AZ
• 2013-06-12 → 2013-08-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 2011-09-13 → 2013-04-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ

Other Businesses

Name: BPFord LLC Position: Owner Nature: Legacy OBA - Not Available Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 08/13/2013 Address: 3204 N. 21st place, Phoenix AZ 85016 Description: This was an old LLC that i had. I am currently not using it but wanted to disclose it.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-09
• S63 Uniform Securities Agent State Law Examination
  2004-02-06

Other Names

• Brian Paul Ford
• Brian P Ford