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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 | 2026-03-16 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2021 | 09/2023 |
| Aero Glen | Fort Worth | TX | 10/2016 | 03/2017 |
| Smarte Carte | Dallas Forth Worth | TX | 03/2019 | 03/2020 |
| Prospect Airport Services | Euless | TX | 10/2017 | 03/2019 |
| Unemployed | Grapevine | TX | 03/2020 | 05/2021 |
| Unemployed | Grapevine | TX | 03/2017 | 10/2017 |
| Unemployed | Grapevine | TX | 01/2016 | 10/2016 |
| Unemployed | Roanoke | TX | 09/2023 | 09/2025 |
| Equitable Advisors, Llc. | New York | NY | 10/2025 | 11/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 03/2026 | Present |
| Tiaa | Frisco | TX | 03/2026 | Present |
| Unemployed | Roanoke | TX | 11/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-22 |
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