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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 | 2025-09-27 |
Branch Locations
The Colony, TX • United States
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 |
|---|---|---|---|---|
| Tiaa | Frisco | TX | 07/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 07/2025 | Present |
| Autozone | Wheat Ridge | CO | 12/2020 | 08/2021 |
| Golf For Life Llc | Golden | CO | 05/2021 | 08/2023 |
| Holiday Retirement | Lakewood | CO | 05/2018 | 05/2018 |
| Team Lassen | Broomfield | CO | 10/2022 | 12/2022 |
| The Millstone Evans Group | Boulder | CO | 11/2023 | 06/2025 |
| Asian Tigers Japan | Tokyo | 06/2023 | 07/2023 | |
| Half Fast Subs | Boulder | CO | 03/2022 | 11/2023 |
| Applewood Golf Course - Touchstone Golf | Golden | CO | 05/2019 | 08/2020 |
| Full Time Education | Lakewood | CO | 07/2015 | 05/2021 |
| Full Time Education | Boulder | CO | 08/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-27 |
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