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Frank Paul Bartolini

Tiaa-Cref Individual & Institutional Services, LLC

North Bethesda, MD

Olney, MD

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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
TX RA APPROVED_RES 2025-08-19
MD RA APPROVED 2014-08-18
  • TX RA
    APPROVED_RES
    Since 2025-08-19
  • MD RA
    APPROVED
    Since 2014-08-18

Branch Locations

915 Meeting Street Suite 1220, North Bethesda, MD 20852 • United States

Olney, MD • 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 Bethesda MD 08/2014 Present
Tiaa-Cref Individual & Institutional Services, Llc Bethesda MD 08/2014 Present
Previous Registrations
  • 2012-12-20 → 2014-08-13
    Pnc Wealth Management Llc
    Bel Air, MD
    Ellicot City, MD
  • 2007-03-12 → 2008-11-14
    Banc Of America Investment Services, Inc.
    Mclean, VA
    Alexandria, VA
  • 1994-06-28 → 2006-02-14
    Chevy Chase Financial Services
    Rockville, MD
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-19
S65 Uniform Investment Adviser Law Examination 1994-03-08
S63 Uniform Securities Agent State Law Examination 1991-07-03
  • S66 Uniform Combined State Law Examination
    2012-12-19
  • S65 Uniform Investment Adviser Law Examination
    1994-03-08
  • S63 Uniform Securities Agent State Law Examination
    1991-07-03

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH BETHESDA, MD
GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD
CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD
GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE, MD
EDWARD JONES · Rockville, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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