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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
Branch Locations
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 02/2011 | 05/2026 |
| Tiaa | Frisco | TX | 02/2011 | 05/2026 |
| Fisher Retirement Solutions Llc Dba Fisher\Smb | Plano | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-28 |
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