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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-28 |
Branch Locations
800 Gay Street South Ste 700, Offices 702, 703, 704, 705, 716, 718, Knoxville, TN 37929 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Knoxville | TN | 07/2020 | Present |
| Tiaa | Knoxville | TN | 07/2020 | Present |
| Tiaa | Denver | CO | 06/2019 | 08/2019 |
| Blick Art Materials | Galesburg | IL | 06/2018 | 09/2018 |
| Daniel's College Of Business | Denver | CO | 04/2018 | 06/2020 |
| Campus Causes | Portland | OR | 11/2017 | 01/2018 |
| Tompkins State Bank | Galesburg | IL | 05/2017 | 09/2017 |
| University Of Denver | Denver | CO | 09/2017 | 06/2020 |
| Galesburg Highschool | Galesburg | IL | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-12 |
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