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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 | 2025-10-06 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities | Frisco | TX | 09/2020 | 09/2021 |
| New York Life Insurance Co. | Frisco | TX | 10/2020 | 09/2021 |
| Texas State University | San Marcos | TX | 01/2017 | 08/2020 |
| Torchy's Tacos | San Marcos | TX | 09/2017 | 11/2018 |
| Collin College | Frisco | TX | 08/2015 | 01/2017 |
| J. P. Morgan Securities Llc | Plano | TX | 08/2022 | 12/2024 |
| Jpmorgan Chase Bank N. A. | Plano | TX | 08/2022 | 12/2024 |
| Goldman Sachs And Co Llc | Dallas | TX | 01/2022 | 06/2022 |
| Chuy's | San Marcos | TX | 05/2017 | 08/2017 |
| Unemployed | Frisco | TX | 09/2020 | 09/2020 |
| Unemployed | Dallas | TX | 10/2021 | 12/2021 |
| Unemployed | Dallas | TX | 07/2022 | 07/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 09/2025 | Present |
| Tiaa | Frisco | TX | 09/2025 | Present |
| Pepperdine University | Malibu | CA | 08/2021 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-21 |
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