Best Investors
Account
Sign in
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 |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-09 |
Branch Locations
929 108Th Ave Ne Suite 720, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Bellevue | WA | 07/2020 | Present |
| Tiaa | Bellevue | WA | 07/2020 | Present |
| Pacific Lutheran University | Tacoma | WA | 09/2016 | 05/2020 |
| Tiaa Bank | Redmond | WA | 06/2019 | 08/2019 |
| Names Fitness Center | Tacoma | WA | 02/2017 | 05/2020 |
| Fernwood At The Park | Normandy Park | WA | 06/2017 | 08/2017 |
| Ups | Seattle | WA | 11/2017 | 12/2017 |
| Ups | Seattle | WA | 04/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
Reach out to this advisor