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Brett J Leonard

Tiaa-Cref Individual & Institutional Services, LLC

East Lansing, MI

Lake Odessa, MI

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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
VT RA APPROVED 2026-01-23
AL RA APPROVED 2026-01-22
TX RA APPROVED 2026-01-22
MI RA APPROVED 2025-08-29
  • VT RA
    APPROVED
    Since 2026-01-23
  • AL RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-22
  • MI RA
    APPROVED
    Since 2025-08-29

Branch Locations

4660 S. Hagadorn Road Suite 130, East Lansing, MI 48823 • United States

Lake Odessa, MI • 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 East Lansing MI 08/2018 Present
Tiaa-Cref Individual & Institutional Services, Llc East Lansing MI 06/2025 Present
Northern Trust Grand Rapids MI 02/2011 08/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-29
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29
Other Names
  • Brett Leonard

View on SEC IAPD

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