Best Investors Account Sign in
Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-08-25
AL RA APPROVED 2025-08-15
TX RA APPROVED 2025-08-15
PA RA APPROVED 2025-01-03
  • VT RA
    APPROVED
    Since 2025-08-25
  • AL RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-15
  • PA RA
    APPROVED
    Since 2025-01-03

Branch Locations

Glenolden, PA • United States

1700 Market Street 32Nd Floor/Suite 3222, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Philadelphia PA 11/2019 02/2022
J.P. Morgan Securities Llc Philadelphia PA 11/2020 02/2022
U.S. Census Bureau Philadelphia PA 08/2020 10/2020
Police And Fire Federal Credit Union Philadelphia PA 11/2017 11/2019
State Farm Insurance Company Philadelphia PA 07/2019 10/2019
Coca Cola Company Philadelphia PA 02/2016 11/2017
Vanguard Marketing Corporation Malvern PA 03/2022 10/2024
Fidelity Investments Exton PA 10/2024 12/2024
Fidelity Brokerage Services Llc Exton PA 10/2024 12/2024
Vanguard Advisers, Inc. Malvern PA 06/2022 10/2024
Tiaa Philadelphia PA 12/2024 Present
Tiaa-Cref Individual & Institutional Services, Llc Philadelphia PA 12/2024 Present
  • 11/2019 → 02/2022
    Jpmorgan Chase Bank, N.A.
    Philadelphia, PA
  • 11/2020 → 02/2022
    J.P. Morgan Securities Llc
    Philadelphia, PA
  • 08/2020 → 10/2020
    U.S. Census Bureau
    Philadelphia, PA
  • 11/2017 → 11/2019
    Police And Fire Federal Credit Union
    Philadelphia, PA
  • 07/2019 → 10/2019
    State Farm Insurance Company
    Philadelphia, PA
  • 02/2016 → 11/2017
    Coca Cola Company
    Philadelphia, PA
  • 03/2022 → 10/2024
    Vanguard Marketing Corporation
    Malvern, PA
  • 10/2024 → 12/2024
    Fidelity Investments
    Exton, PA
  • 10/2024 → 12/2024
    Fidelity Brokerage Services Llc
    Exton, PA
  • 06/2022 → 10/2024
    Malvern, PA
  • 12/2024 → Present
    Tiaa
    Philadelphia, PA
  • 12/2024 → Present
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-13
S63 Uniform Securities Agent State Law Examination 2021-01-29
  • S66 Uniform Combined State Law Examination
    2022-06-13
  • S63 Uniform Securities Agent State Law Examination
    2021-01-29
Other Names
  • Khalif Rameek Mink
  • Khalif Mink
  • Khalif Remeek Mink
  • Remeek K Mink
  • Mink K Remeek
  • Khalif Ram Mink

View on SEC IAPD

More in Glenolden, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor