Richmond Agyekum

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 05/2019 → Present
  Tiaa
  Frisco, TX
• 09/2018 → 05/2019
  Amerisourcebergen (Lash Group)
  Frisco, TX
• 07/2017 → 09/2018
  Davita Rx
  Coppell, TX
• 02/2016 → 01/2017
  Amerisourcebergen (Lash/Usbioservices)
  Frisco, TX
• 01/2016 → 07/2017
  Uber
  Carrollton, TX
• 01/2018 → 01/2019
  Risacare Venture
  Carrollton, TX

Other Businesses

(1) AFFILIATE MARKETING POSITION: sole proprietorship NATURE: This is an online marketing business that is not linked to a particular company but just using affiliate links to drive traffic INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: Home, Forney TX 75126, United States DESCRIPTION: Driving traffic to an online business likeAmazon, Walmart, multiple income funnel, etc and earning a commission on every sale that is made using your link (2) UBER POSITION: Uber driver NATURE: I intend to be a driver for Uber on the weekends (Saturday and Sunday). This will not affect my work at TIAA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2024 ADDRESS: Home Address, Forney TX 75126, United States DESCRIPTION: Transportation (3) YESHUA ROYAL TABERNACLE POSITION: Finance committee member NATURE: member of the Finance committee -help with counting offering and keeping records of expenses as a volunteer starting next year. This is a very small church with less than 100 members, and this is an unpaid role INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2026 ADDRESS: 1830 Range Drive, #112, Mesquite TX 75149, United States DESCRIPTION: Book keeper for offerings coming in a well as expenses going out

Exams

• S66 Uniform Combined State Law Examination
  2022-05-28
• S63 Uniform Securities Agent State Law Examination
  2019-07-05