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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
| UT | RA | APPROVED | 2025-01-07 |
Branch Locations
West Jordan, UT • United States
505 Wakara Way Suite 220, Salt Lake City, UT 84108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Miami | FL | 10/2020 | 12/2020 |
| Primerica Financial Services | Miami | FL | 07/2019 | 02/2022 |
| Tartini Restaurant | Orlando | FL | 02/2019 | 07/2019 |
| Unemployed | Orlando | FL | 02/2018 | 02/2019 |
| Alimentos Congelados King | Barquisimeto | 06/2016 | 02/2018 | |
| Pfs Investments Inc. | Miami | FL | 03/2021 | 02/2022 |
| Fidelity Investments | Salt Lake City | UT | 01/2022 | 07/2024 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 01/2022 | 07/2024 |
| Fidelity Personal And Workplace Advisors | Salt Lake City | UT | 06/2022 | 07/2024 |
| Tiaa | Salt Lake City | UT | 12/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 12/2024 | Present |
| Unemployed | Salt Lake City | UT | 07/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-19 |
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