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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 | 2026-03-09 |
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 |
|---|---|---|---|---|
| Domtar Inc. | Bedford | TX | 02/2014 | 12/2018 |
| Allstate | Arlington | TX | 09/2020 | 12/2020 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 01/2021 | 12/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 01/2021 | 12/2021 |
| Allstate Financial Advisors, Llc | Arlington | TX | 08/2020 | 12/2020 |
| Allstate Financial Services, Llc | Arlington | TX | 08/2020 | 12/2020 |
| Ameriprise Financial Services, Llc | Fort Worth | TX | 07/2019 | 08/2020 |
| Sci Texas Funeral Services, Llc | Houston | TX | 02/2019 | 04/2019 |
| Unemployed | Bedford | TX | 01/2019 | 01/2019 |
| Cadet Medical Supply, Llc | Bedford | TX | 07/2003 | 12/2022 |
| Robinhood Financial, Llc | Westlake | TX | 01/2022 | 06/2022 |
| Citigroup Global Markets Inc. | Irving | TX | 06/2022 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 05/2023 | 06/2024 |
| Bank Of America, N.A. | Fort Worth | TX | 05/2023 | 06/2024 |
| Fisher Investments | Plano | TX | 06/2024 | 02/2026 |
| Tiaa | Frisco | TX | 02/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 02/2026 | Present |
Name: Cadet Medical Supply, LLC Position: Owner Nature: Business Name: Cadet Medical Supply, LLC, this business is not investment-related. Address-PO Box 712/Bedford, TX 76095 This business was involved in the sale of medical supplies. I was the owner, my title was owner. Start date was 3 July 2003; end date 12/2022. The business does not exist anymore, my name is attached to the Cadet Medical Supply, LLC - 562373409/tax id / It is a shell company, zero business activity. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 07/03/2003 Address: PO Box 712, Bedford TX 76095, United States Description: N/A - The business is inactive.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-06 |
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