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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
VT RA APPROVED 2025-08-25
AL RA APPROVED 2025-08-15
TX RA APPROVED 2018-04-11
  • VT RA
    APPROVED
    Since 2025-08-25
  • AL RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED
    Since 2018-04-11

Branch Locations

Celina, TX • United States

3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • 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-Cref Individual & Institutional Services, Llc Frisco TX 06/2016 Present
Tiaa Frisco TX 06/2016 Present
Previous Registrations
Other Businesses

N/A POSITION: Property Owner NATURE: Residential real estate rental. The property is a single-family home leased to tenants for residential occupancy purposes only. This is a passive investment in personal real estate, not an active business operation. No products are sold, and no services are provided beyond making the property available for residential tenancy under standard lease terms. All property management services, maintenance, and tenant relations are handled by a third-party professional property management company. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: Home Address, Anna TX 75409, United States DESCRIPTION: Passive Rental Activity

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-17
  • S66 Uniform Combined State Law Examination
    2007-12-17

View on SEC IAPD

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