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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-24 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 08/2020 | 07/2021 |
| Unemployed | Keller | TX | 05/2020 | 08/2020 |
| Republic Health Resources | Irving | TX | 08/2019 | 05/2020 |
| Olympic Restoration Services | Keller | TX | 02/2019 | 08/2019 |
| Unemployed | Keller | TX | 11/2018 | 02/2019 |
| Amn Healthcare | Coppell | TX | 01/2017 | 11/2018 |
| All Medical Personell | Irving | TX | 04/2016 | 01/2017 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 11/2021 | 04/2025 |
| H20 Sprinkler Systems | Irving | TX | 08/2021 | 11/2021 |
| Vanguard Advisers, Inc. | Plano | TX | 12/2021 | 04/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2025 | 06/2026 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2025 | 06/2026 |
| Tiaa | Frisco | TX | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-01 |
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