Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-04-28 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Llc | Dallas | TX | 01/2026 | 01/2026 |
| Ups | Dallas | TX | 01/2021 | 02/2025 |
| Us Soccer | Irving | TX | 01/2015 | 10/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
| Tiaa | Frisco | TX | 04/2026 | Present |
| University Of Texas Arlington | Arlington | TX | 08/2020 | 12/2024 |
| Amazon | Irving | TX | 09/2020 | 09/2020 |
| Unemployed | Dallas | TX | 02/2026 | 03/2026 |
| Unemployed | Dallas | TX | 03/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-28 |
| S65 | Uniform Investment Adviser Law Examination | 2025-12-20 |
Reach out to this advisor