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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2019-10-10 |
Branch Locations
Flower Mound, TX • United States
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 10/2018 | Present |
| Tiaa | Frisco | TX | 10/2018 | Present |
| Sanderson Consulting Group, Llc | Flower Mound | TX | 10/2015 | 10/2018 |
| Chicos Fas | Highland Village | TX | 11/2016 | 01/2017 |
SAND REALTY HOLDINGS, LLC POSITION: Owner/Manager NATURE: This is a self-directed IRA that holds a rental property within it. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2017 ADDRESS: Home Address, Flower Mound TX 75028, United States DESCRIPTION: Manage property, collect rent, pay bills, make maintenance decisions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-14 |
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