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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-10
  • TX RA
    APPROVED
    Since 2026-08-10

Branch Locations

3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States

Roanoke, TX • 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
Equitable Advisors, Llc New York NY 07/2022 02/2023
Whataburger Roanoke TX 08/2016 03/2017
Creighton University Omaha NE 09/2017 12/2019
Gap Fort Worth TX 06/2018 08/2018
J.CRew Grapevine TX 02/2020 09/2020
Vans Fort Worth TX 11/2020 04/2021
Lucky Brand Southlake TX 11/2020 04/2021
Charles Schwab Westlake TX 03/2021 09/2021
Unemployed Roanoke TX 03/2017 07/2017
Unemployed Roanoke TX 09/2021 07/2022
Fidelity Brokerage Services Llc Westlake TX 02/2023 07/2026
Strategic Advisers Llc Boston MA 03/2025 07/2026
Fidelity Personal And Workplace Advisors Westlake TX 04/2024 03/2025
Tiaa Frisco TX 08/2026 Present
Tiaa-Cref Individual & Institutional Services, Llc Frisco TX 08/2026 Present
  • 07/2022 → 02/2023
    Equitable Advisors, Llc
    New York, NY
  • 08/2016 → 03/2017
    Whataburger
    Roanoke, TX
  • 09/2017 → 12/2019
    Creighton University
    Omaha, NE
  • 06/2018 → 08/2018
    Gap
    Fort Worth, TX
  • 02/2020 → 09/2020
    J.CRew
    Grapevine, TX
  • 11/2020 → 04/2021
    Vans
    Fort Worth, TX
  • 11/2020 → 04/2021
    Lucky Brand
    Southlake, TX
  • 03/2021 → 09/2021
    Charles Schwab
    Westlake, TX
  • 03/2017 → 07/2017
    Unemployed
    Roanoke, TX
  • 09/2021 → 07/2022
    Unemployed
    Roanoke, TX
  • 02/2023 → 07/2026
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → 07/2026
    Boston, MA
  • 04/2024 → 03/2025
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 08/2026 → Present
    Tiaa
    Frisco, TX
  • 08/2026 → Present
    Frisco, TX
Previous Registrations
  • 2025-03-31 → 2026-07-14
    Roanoke, TX
    Westlake, TX
    Boston, MA
  • 2024-04-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-02
S63 Uniform Securities Agent State Law Examination 2022-12-13
  • S66 Uniform Combined State Law Examination
    2024-04-02
  • S63 Uniform Securities Agent State Law Examination
    2022-12-13
Other Names
  • Aleksandar Tah Curgus
  • Aleksandar Curgus

View on SEC IAPD

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