George Davis Morgan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2004 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Loveland, CO
• 09/2004 → Present
  Tiaa
  Loveland, CO

Other Businesses

(1) GDM CAPITAL HOLDINGS LLC POSITION: Member NATURE: I purchase tax lien certificates and tax deeds from counties throughout different states. In doing so, I can earn high interest or obtain properties for rent or wholesale INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2023 ADDRESS: Home Address, Loveland CO 80637, United States DESCRIPTION: Owner (2) THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS - LOVELAND CO STAKE POSITION: Stake High Councilor NATURE: Non-Profit/Church INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2025 ADDRESS: 6521 Carmichael Dr., Fort Collins CO 80528, United States DESCRIPTION: Assist Stake Presidency - Train and support Elders Quorum Presidency and Leaders in Derby Hill Ward (congregation). Also, oversee addition recovery program in Stake.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-10
• S63 Uniform Securities Agent State Law Examination
  2004-12-07