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Tiaa-Cref Individual & Institutional Services, LLC CRD 20472
$37.9B regulatory AUM 35,647 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-08-10 |
Branch Locations
141 South St. Clair Street Suite 202, Pittsburgh, PA 15206 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Pittsburgh | PA | 08/2016 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 08/2016 | Present |
DOORDASH POSITION: Driver NATURE: Delivery Driver for Doordash in my spare time during the weekends. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2025 ADDRESS: 303 2nd St., San Francisco CA 94105, United States DESCRIPTION: deliver food/items
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-14 |
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