Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-01-01 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Richardson, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 02/2015 | 04/2022 |
| Tiaa | Lewisville | TX | 02/2015 | 04/2022 |
| Tiaa | Frisco | TX | 01/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 01/2024 | Present |
| Unemployed | Richardson | TX | 04/2022 | 01/2024 |
COLLAB BUILDERS, LLC POSITION: managing member NATURE: Nature of business: Building, buying and selling homes*Note: This is a brand new start up business. As of today, no transactions have taken place. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: Home address, Richardson TX 75082, United States DESCRIPTION: review properties, make payments, contact realtor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-02 |
Reach out to this advisor