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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2022-07-28 |
Branch Locations
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 | 05/2019 | Present |
| Tiaa | Frisco | TX | 12/2017 | Present |
| Unemployed | Dallas | TX | 05/2017 | 12/2017 |
| Essilor Of America | Dallas | TX | 01/2017 | 03/2017 |
| University Of North Texas | Denton | TX | 08/2010 | 05/2017 |
UBER POSITION: Delivery Driver NATURE: Just driving and picking up food and delivering it. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2021 ADDRESS: 1455 Market St, #400, San Francisco CA 94103, United States DESCRIPTION: It will be picking up food and delivering it to customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-05 |
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