Taylor Charles Tomlin

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

• 11/2015 → 10/2016
  Massmutual/Metlife Securities Inc
  San Diego, CA
• 11/2016 → 07/2017
  Axa Advisors, Llc
  San Diego, CA
• 09/2015 → 10/2016
  Msi Financial Services, Inc.
  San Diego, CA
• 08/2018 → 05/2019
  The Loan Company Of San Diego
  San Diego, CA
• 06/2017 → 07/2019
  Tomlin Builders, Inc.
  Sante, CA
• 07/2019 → 03/2022
  Jpmorgan Chase Bank, N.A.
  Lakeside, CA
• 07/2019 → 03/2022
  J.P. Morgan Securities Llc
  Lakeside, CA
• 03/2022 → 12/2022
  Fidelity
  Rancho Bernardo, CA
• 03/2022 → 12/2022
  Fidelity Brokerage Services Llc
  Rancho Bernardo, CA
• 11/2022 → 12/2022
  Fidelity Personal And Workplace Advisors
  Rancho Bernardo, CA
• 01/2023 → Present
  Tiaa
  Frisco, TX
• 01/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX

Previous Registrations

• 2022-11-15 → 2022-12-19
  Fidelity Personal And Workplace Advisors
  San Diego, CA

Other Businesses

RENTAL POSITION: Owner NATURE: I own a condo in San Diego and began renting it out when I moved to Florida in January of this year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 8834 Tamberly Lane Unit D, Santee CA 92071, United States DESCRIPTION: I own the condo, a property manager takes care of it. I don't perform any functions they handle everything.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04
• S63 Uniform Securities Agent State Law Examination
  2015-10-30

Other Names

• Taylor C Tomlin
• Taylor Tomlin
• Taylor Charles Tomlin