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Rebecca Jane Shelton

Tiaa-Cref Individual & Institutional Services, LLC

Morgan, UT

Salt Lake City, UT

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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
UT RA APPROVED 2025-12-22
  • UT RA
    APPROVED
    Since 2025-12-22

Branch Locations

Morgan, UT • United States

505 Wakara Way Suite 220, Salt Lake City, UT 84108 • 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
America First Credit Union Ogden UT 07/2001 07/2018
Cuso Financial Services, L.P. San Diego CA 05/2018 07/2025
Lpl Financial Llc San Diego CA 07/2025 11/2025
Tiaa Salt Lake City UT 12/2025 Present
Tiaa-Cref Individual & Institutional Services, Llc Salt Lake City UT 12/2025 Present
Previous Registrations
  • 2025-08-11 → 2025-11-13
    Lpl Financial Llc
    Morgan, UT
    San Diego, CA
  • 2018-06-26 → 2025-07-11
    Cuso Financial Services, L.P.
    San Diego, CA
    Roy, UT
    Clearfield, UT
    Layton, UT
    Layton, UT
    Mountain Green, UT
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-23
  • S66 Uniform Combined State Law Examination
    2018-06-23
Other Names
  • Becky Shelton
  • Rebecca Shelton
  • Rebecca J Shelton

View on SEC IAPD

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