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Robert John Willis

Tiaa-Cref Individual & Institutional Services, LLC

Frisco, TX

Plano, TX

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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 2024-04-10
  • TX RA
    APPROVED
    Since 2024-04-10

Branch Locations

3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States

Plano, TX • 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 Denver CO 07/2015 02/2018
Mr Cooper Coppell TX 10/2018 04/2022
Gateway Mortgage Dallas TX 02/2018 10/2018
New American Funding Addison TX 05/2022 12/2022
Charles Schwab & Co., Inc. Westlake TX 01/2023 02/2024
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 07/2015 03/2018
Tiaa Frisco TX 03/2024 Present
Tiaa-Cref Individual & Institutional Services, Llc Frisco TX 03/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-10
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2024-04-10
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22
Other Names
  • Bob Willis
  • Robert J. Willis
  • Robert John Willis
  • Robert Willis

View on SEC IAPD

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