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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2018-07-20 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 05/2015 | Present |
| Tiaa | Frisco | TX | 05/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-02 |
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