Best Investors Account Sign in
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 2026-06-12
TX RA APPROVED_RES 2026-06-12
VT RA APPROVED 2026-06-12
FL RA APPROVED 2022-05-25
  • AL RA
    APPROVED
    Since 2026-06-12
  • TX RA
    APPROVED_RES
    Since 2026-06-12
  • VT RA
    APPROVED
    Since 2026-06-12
  • FL RA
    APPROVED
    Since 2022-05-25

Branch Locations

5411 Skycenter Drive Suite 250, Tampa, FL 33607 • United States

Riverview, FL • 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
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
  • 03/2020 → Present
    Tiaa
    St. Petersburg, FL
  • 03/2020 → Present
    St. Petersburg, FL
  • 03/2013 → 12/2016
    Champa Street Burger Works
    Lakewood, CO
  • 08/2017 → 05/2019
    University Of Colorado Denver
    Denver, CO
  • 01/2017 → 07/2017
    Community College Of Denver
    Denver, CO
  • 12/2016 → Present
    Pnkroyalty Llc
    Denver, CO
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-07
S63 Uniform Securities Agent State Law Examination 2020-05-30
  • S66 Uniform Combined State Law Examination
    2021-11-07
  • S63 Uniform Securities Agent State Law Examination
    2020-05-30
Other Names
  • Kimya Renfrow

View on SEC IAPD

More in Tampa, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor