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Shehroze Tarique Zubair

Tiaa-Cref Individual & Institutional Services, LLC

Frisco, TX

Frisco, TX

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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
TX RA APPROVED 2025-01-10
  • TX RA
    APPROVED
    Since 2025-01-10

Branch Locations

3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States

Frisco, TX • 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 Frisco TX 01/2025 Present
Tiaa-Cref Individual & Institutional Services, Llc Frisco TX 01/2025 Present
Paycom Oklahoma City OK 05/2024 10/2024
Equity Investments Oklahoma City OK 01/2021 03/2024
The University Of Oklahoma Norman OK 08/2013 07/2020
Unemployed Oklahoma City OK 06/2020 12/2020
  • 01/2025 → Present
    Tiaa
    Frisco, TX
  • 01/2025 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Frisco, TX
  • 05/2024 → 10/2024
    Paycom
    Oklahoma City, OK
  • 01/2021 → 03/2024
    Equity Investments
    Oklahoma City, OK
  • 08/2013 → 07/2020
    The University Of Oklahoma
    Norman, OK
  • 06/2020 → 12/2020
    Unemployed
    Oklahoma City, OK
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-22
S65 Uniform Investment Adviser Law Examination 2023-04-03
  • S63 Uniform Securities Agent State Law Examination
    2023-04-22
  • S65 Uniform Investment Adviser Law Examination
    2023-04-03
Other Names
  • Adam Zayne
  • Shehroze Zubair

View on SEC IAPD

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