Kay Lessie Parker

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

• 09/2012 → 09/2019
  Tiaa
  Bethesda, MD
• 09/2020 → 12/2020
  Cetera Investment Services Llc
  Silver Spring, MD
• 10/2019 → 09/2020
  Unemployed
  Chevy Chase, MD
• 08/2022 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD
• 09/2021 → 07/2022
  Humana
  Chevy Chase, MD
• 12/2020 → 09/2021
  Unemployed
  Chevy Chase, MD
• 08/2022 → 01/2024
  Bank Of America, N.A.
  Bethesda, MD
• 09/2012 → 09/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Bethesda, MD
• 05/2024 → Present
  Tiaa
  Frisco, TX
• 05/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 02/2024 → 05/2024
  Unemployed
  Euless, TX

Previous Registrations

• 2022-09-15 → 2024-02-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD
• 2008-07-28 → 2009-03-19
  Equitable Advisors, Llc
  Fort Worth, TX

Other Businesses

(1) SILVER SIRENS PRESS IRON POSITION: Owner NATURE: Silver Sirens Press Iron is a home-based health and fitness business specializing in serving menopausal women through educational content and fitness guidance. The business focuses on helping this demographic achieve weight loss goals and improve overall health through physical exercise, with particular emphasis on weight lifting and strength training. Products and Services Offered: The business provides educational and instructional content delivered through multiple formats: Health and Fitness Blog - Ongoing written content covering topics relevant to fitness, health, and menopause Newsletter - Regular email communications providing tips, updates, and fitness guidance Video Instruction - Visual demonstrations and guidance for proper exercise techniques and workout routines. Training Manual- Comprehensive written guide for structured fitness programming E-Book - Digital publication offering in-depth information on fitness and health for menopausal women. Seminars and Workshops via Zoom Current Business Status: The LLC was formally established on May 16, 2025. As of now, no revenue has been generated, as the business has not yet solicited customers, accepted payments, published marketing materials, or advertised services. The business model is content-based and educational, positioning itself within the women's health and fitness niche market, specifically targeting the unique needs and challenges faced by women during menopause. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2025 ADDRESS: Home Address, Euless TX 76039, United States DESCRIPTION: I will be the creator and sole owner. (2) HER STRONGEST CHAPTER POSITION: Owner NATURE: I am requesting a name change for previously approved OBA: Silver Sirens Press Iron. The new business name is: Her Strongest Chapter Pre-launch health/well business for menopausal women. Plans include web-based seminars/workshops (Zoom), publishing blog articles, newsletter, and e-book. Content will be created once and reused, requiring minimal ongoing time commitment. No current operations or revenue. Will comply with all TIAA policies and obtain necessary approvals before launch. Her Strongest Chapter pre-launch health and wellness business that will serve menopausal women through educational content. While the business is not yet operational and no content has been published to date, the planned business model includes: Publishing a health and fitness blog with articles on exercise and wellness for menopausal women. Distributing a newsletter with fitness tips and health guidance. Creating video instructional content for exercise techniques Publishing a training manual and e-book on weight lifting and fitness for this demographic. No revenue has been generated, no customers have been solicited, and no marketing materials have been published. All content creation and publication will occur only after appropriate TIAA compliance review and approval of this Outside Activity. I will ensure all future activities comply with TIAA policies, including the Code of Business Conduct and any restrictions on outside employment or business activities. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2026 ADDRESS: Home Address, Euless TX 76039, United States DESCRIPTION: Creator and Developer

Exams

• S66 Uniform Combined State Law Examination
  2022-07-29
• S63 Uniform Securities Agent State Law Examination
  2012-12-31

Other Names

• Kay Lessie Rowe
• Kay L. Parker
• Kay Lessie Parker
• Kay L Parker