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Eric Neufeld

Tiaa-Cref Individual & Institutional Services, LLC

Sammamish, WA

Bellevue, WA

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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
VT RA APPROVED 2026-01-23
AL RA APPROVED 2026-01-22
TX RA APPROVED 2026-01-22
WA RA APPROVED 2025-07-11
  • VT RA
    APPROVED
    Since 2026-01-23
  • AL RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-22
  • WA RA
    APPROVED
    Since 2025-07-11

Branch Locations

Sammamish, WA • United States

929 108Th Ave Ne Suite 720, Bellevue, WA 98004 • 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
The Pacific Financial Group, Inc. Bellevue WA 02/2013 08/2021
Pacific Financial Group, Llc Bellevue WA 09/2017 08/2021
Tiaa Bellevue WA 08/2021 Present
Tiaa-Cref Individual & Institutional Services, Llc Bellevue WA 06/2025 Present
Previous Registrations
Designations

View on SEC IAPD

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