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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2014-08-26 |
Branch Locations
10980 Grantchester Way Suite 340, Columbia, MD 21044 • United States
Hampstead, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Fulton | MD | 08/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Fulton | MD | 08/2014 | Present |
OWNING INVESTMENT PROPERTY POSITION: I own the properties NATURE: Rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2015 ADDRESS: Home Address, Hampstead MD 21074, United States DESCRIPTION: I own 2 rental properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-09 |
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