Best Investors Account Sign in
Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2008-10-22
  • MD RA
    APPROVED
    Since 2008-10-22

Branch Locations

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

Silver Spring, MD • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Bethesda MD 04/2003 Present
Tiaa Bethesda MD 02/2000 Present
Previous Registrations
  • 2004-11-03 → 2005-03-24
    Tiaa-Cref Trust Company, Fsb
    St. Louis, MO
Other Businesses

STRIKING PROPERTIES LLC POSITION: Owner NATURE: Real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2022 ADDRESS: 2915 Wilton Avenue, Silver Spring MD 20910, United States DESCRIPTION: Owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-02
S63 Uniform Securities Agent State Law Examination 1998-10-26
  • S65 Uniform Investment Adviser Law Examination
    2004-11-02
  • S63 Uniform Securities Agent State Law Examination
    1998-10-26

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in North Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor