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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
| FL | RA | APPROVED | 2022-02-21 |
Branch Locations
5001 Celebration Pointe Suite 120, Gainesville, FL 32608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Coral Springs | FL | 07/2015 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Coral Springs | FL | 10/2018 | 01/2022 |
| Tiaa | Miramar | FL | 01/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Miramar | FL | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-06 |
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