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Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-30
  • TX RA
    APPROVED
    Since 2026-04-30

Branch Locations

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

Little Elm, 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
Ps/Is 119 Glendale NY 09/2015 06/2018
Queens School Of Inquiry Fresh Meadows NY 09/2018 06/2022
Keller Williams Landmark Ii East Elmhurst NY 07/2022 09/2022
Liberty University Lynchburg VA 08/2022 08/2025
Kura Revolving Sushi Bar Frisco TX 07/2023 03/2026
Equitable Advisors, Llc New York NY 12/2025 01/2026
Tiaa-Cref Individual & Institutional Services, Llc Frisco TX 04/2026 Present
Tiaa Frisco TX 04/2026 Present
Unemployed Glendale NY 07/2018 08/2018
  • 09/2015 → 06/2018
    Ps/Is 119
    Glendale, NY
  • 09/2018 → 06/2022
    Queens School Of Inquiry
    Fresh Meadows, NY
  • 07/2022 → 09/2022
    Keller Williams Landmark Ii
    East Elmhurst, NY
  • 08/2022 → 08/2025
    Liberty University
    Lynchburg, VA
  • 07/2023 → 03/2026
    Kura Revolving Sushi Bar
    Frisco, TX
  • 12/2025 → 01/2026
    New York, NY
  • 04/2026 → Present
    Frisco, TX
  • 04/2026 → Present
    Tiaa
    Frisco, TX
  • 07/2018 → 08/2018
    Unemployed
    Glendale, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
  • S66 Uniform Combined State Law Examination
    2025-11-25
Other Names
  • Daniel Wijaya
  • Daniel J Wijaya

View on SEC IAPD

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