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Tristan Robert Latzel

Tiaa-Cref Individual & Institutional Services, LLC

Denver, CO

Glendale, CO

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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
CO RA APPROVED 2022-02-14
  • CO RA
    APPROVED
    Since 2022-02-14

Branch Locations

Denver, CO • United States

720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • 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
Tiaa Glendale CO 04/2019 Present
Tiaa-Cref Individual & Institutional Services, Llc Glendale CO 04/2019 Present
Trane U.S. Inc. La Crosse WI 04/2017 12/2018
Bmo Harris Bank Onalaska WI 12/2016 04/2017
Marine Land Onalaska WI 09/2017 12/2017
University Of Wisconsin - La Crosse La Crosse WI 09/2015 01/2019
Unemployed La Crosse WI 02/2019 03/2019
Osuri Oconomowoc WI 06/2016 09/2016
  • 04/2019 → Present
    Tiaa
    Glendale, CO
  • 04/2019 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Glendale, CO
  • 04/2017 → 12/2018
    Trane U.S. Inc.
    La Crosse, WI
  • 12/2016 → 04/2017
    Bmo Harris Bank
    Onalaska, WI
  • 09/2017 → 12/2017
    Marine Land
    Onalaska, WI
  • 09/2015 → 01/2019
    University Of Wisconsin - La Crosse
    La Crosse, WI
  • 02/2019 → 03/2019
    Unemployed
    La Crosse, WI
  • 06/2016 → 09/2016
    Osuri
    Oconomowoc, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-14
S63 Uniform Securities Agent State Law Examination 2019-05-31
  • S65 Uniform Investment Adviser Law Examination
    2022-02-14
  • S63 Uniform Securities Agent State Law Examination
    2019-05-31
Other Names
  • Tristan Latzel

View on SEC IAPD

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