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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 | 2026-05-01 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 02/2019 | 05/2024 |
| Walmart Dc | Pauls Valley | OK | 08/2018 | 02/2019 |
| Unemployed | Norman | OK | 04/2018 | 08/2018 |
| Arvest Bank | Norman | OK | 10/2015 | 04/2018 |
| Charles Schwab And Co., Inc. | Southlake | TX | 11/2022 | 03/2026 |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-25 |
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