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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED_RES | 2026-06-12 |
| VT | RA | APPROVED | 2026-06-12 |
| FL | RA | APPROVED | 2022-05-25 |
Branch Locations
5411 Skycenter Drive Suite 250, Tampa, FL 33607 • United States
Riverview, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | St. Petersburg | FL | 03/2020 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | St. Petersburg | FL | 03/2020 | Present |
| Champa Street Burger Works | Lakewood | CO | 03/2013 | 12/2016 |
| University Of Colorado Denver | Denver | CO | 08/2017 | 05/2019 |
| Community College Of Denver | Denver | CO | 01/2017 | 07/2017 |
| Pnkroyalty Llc | Denver | CO | 12/2016 | Present |
KIMINA POSITION: Co-owner NATURE: Selling candles and making candles INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2026 ADDRESS: 10514 white Peacock Pl, Riverview FL 33578, United States DESCRIPTION: making and selling candles as co-owner of business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-30 |
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