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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 | 2025-01-16 |
Branch Locations
Richardson, TX • United States
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 01/2020 | 07/2020 |
| Td Ameritrade | Southlake | TX | 09/2019 | 12/2019 |
| Target | Dallas | TX | 05/2018 | 11/2019 |
| Homegoods | Richardson | TX | 05/2015 | 06/2018 |
| E*Trade Securities Llc | Dallas | TX | 06/2020 | 06/2023 |
| E*Trade Capital Management Llc | Dallas | TX | 04/2021 | 09/2023 |
| Morgan Stanley | Dallas | TX | 01/2023 | 05/2024 |
| Fisher Investments | Plano | TX | 06/2024 | 12/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 01/2025 | Present |
| Tiaa | Frisco | TX | 01/2025 | Present |
| Texas Wesleyan University | Fort Worth | TX | 08/2015 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-11 |
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