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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 | 2026-02-02 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade Inc | Fort Worth | TX | 01/2012 | 12/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2021 | 01/2024 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 03/2024 | 09/2024 |
| First Command Advisory Services | Fort Worth | TX | 03/2024 | 09/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 09/2024 | 05/2025 |
| Lpl Financial Llc | Austin | TX | 09/2024 | 08/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 01/2026 | Present |
| Tiaa | Frisco | TX | 01/2026 | Present |
| Unemployed | Flower Mound | TX | 08/2025 | 01/2026 |
| Td Ameritrade Investment Management, Llc | Fort Worth | TX | 05/2018 | 09/2023 |
| Charles Schwab & Company | Westlake | TX | 01/2012 | 01/2024 |
Name: MJC Publishing Position: CEO Nature: MJC Publishing is a sole proprietorship operated by a single individual. The business is engaged exclusively in the creation and development of original, non-investment-related creative content. Activities include writing and publishing self-authored fictional works, producing related videographic content and composing original music, both of which will be published on the organization's future website. All services and outputs are creative and artistic in nature and are unrelated to securities, capital markets or financial products. Currently, the organization is in the ideation phase, and therefore has no marketing, revenue, sales, advertising or public relations. All work for the organization takes place outside of normal business hours, such as evenings and weekends. MJC Publishing does not provide investment advice, financial analyses, securities recommendations, portfolio management or any other services related to broker-dealer, investment adviser or financial services or insurance-related activities. The business does not solicit investors, manage client funds, receive compensation tied to securities transactions or engage in any regulated financial activity. Sales promotion will be through a business partner entity (an established publishing house) and through the organization's future website. Future revenue will be derived by point of purchase sales online or by store purchases. Investment Related: No Hours: 40 Securities Trading Hours: 0 Start Date: 01/05/2026 Address: Home Address, Flower Mound TX 75028, United States Description: Oversee strategic direction, content, marketing, financial management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-15 |
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