Best Investors Account Sign in
Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-09
  • CA RA
    APPROVED
    Since 2025-09-09

Branch Locations

1676 North California Boulevard Suite 119, Walnut Creek, CA 94596 • United States

Hercules, CA • 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-Cref Individual & Institutional Services, Llc Walnut Creek CA 05/2025 Present
Tiaa Walnut Creek CA 04/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-09
  • S65 Uniform Investment Adviser Law Examination
    2025-09-09
Other Names
  • Shaundrea Cordier

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor