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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 | 2026-04-13 |
Branch Locations
Farmers Branch, TX • United States
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 08/2024 | 03/2026 |
| Regency Insurance Group | Bonita Springs | FL | 06/2023 | 03/2024 |
| Abm Industries / Gca Production Services Inc | Irving | TX | 04/2024 | Present |
| Home Health Personal Family Member / Home Care Services | Arlington | TX | 03/2021 | 07/2023 |
| Geel Convoy Inc | Grand Prairie | TX | 11/2019 | 02/2021 |
| Aaa Dealers Insurance | Arlington | TX | 01/2012 | 05/2018 |
| Unemployed | Arlington | TX | 10/2018 | 06/2019 |
| Bridgepoint Insurance Solutions | Allen | TX | 05/2018 | 10/2018 |
| Lucid Private Offices Management | Dallas | TX | 02/2022 | 03/2022 |
| Louis Vuitton North America | Irving | TX | 06/2019 | 08/2019 |
| Yns Insurance Agency | Fort Worth | TX | 06/2021 | 08/2024 |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
Name: Yafii Management LLC Position: Owner Nature: Property Management of residential and commercial buildings Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 12/12/2022 Address: 539 W Commerce St, PMB 5307, Dallas TX 75208, United States Description: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-28 |
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