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Clayton Odell Borders

Tiaa-Cref Individual & Institutional Services, LLC

Nashville, TN

Hendersonville, TN

CRD 6575857

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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:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-08-19
TX RA APPROVED_RES 2025-08-19
TN RA APPROVED 2016-12-13
  • AL RA
    APPROVED
    Since 2025-08-19
  • TX RA
    APPROVED_RES
    Since 2025-08-19
  • TN RA
    APPROVED
    Since 2016-12-13

Branch Locations

One American Center, 3100 West End Avenue Suite 375, Nashville, TN 37203 • United States

Hendersonville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 11/2015 09/2016
Cuso Financial Services, Lp San Diego CA 09/2016 12/2016
Tiaa Nashville TN 12/2016 Present
Tiaa-Cref Individual & Institutional Services, Llc Nashville TN 12/2016 Present
Previous Registrations
  • 2016-09-21 → 2016-12-01
    Cuso Financial Services, L.P.
    San Diego, CA
    Old Hickory, TN
  • 2016-03-04 → 2016-09-15
    Edward Jones
    Hendersonville, TN
    St Louis, MO
    Hendersonville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-12
  • S66 Uniform Combined State Law Examination
    2016-01-12
Other Names
  • Clayton Borders
  • Clay Borders

View on SEC IAPD

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Nearby Offices

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WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN

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