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Jerrod Miles Smith

Tiaa-Cref Individual & Institutional Services, LLC

State College, PA

Huntingdon, PA

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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
VT RA APPROVED 2025-10-29
TX RA APPROVED_RES 2025-08-22
PA RA APPROVED 2014-09-04
  • VT RA
    APPROVED
    Since 2025-10-29
  • TX RA
    APPROVED_RES
    Since 2025-08-22
  • PA RA
    APPROVED
    Since 2014-09-04

Branch Locations

328 Innovation Boulevard Suite 301, State College, PA 16803 • United States

Huntingdon, PA • 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 State College PA 08/2014 Present
Tiaa-Cref Individual & Institutional Services, Llc State College PA 08/2014 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-19
  • S66 Uniform Combined State Law Examination
    2010-04-19

View on SEC IAPD

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Other Offices

VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · State College, PA
VICUS CAPITAL, INC. · State College, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · STATE COLLEGE, PA
NESTLERODE & LOY, INC. · STATE COLLEGE, PA
NESTLERODE & LOY, INC. · STATE COLLEGE, PA
ABUNDANCE WEALTH COUNSELORS, LLC · STATE COLLEGE, PA

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