Courtenay Yvonne Lavigne

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:

Current Employers

Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2022-03-01

MI RA
APPROVED

Since 2022-03-01

Branch Locations

Three Oaks, MI • United States

777 E. Eisenhower Parkway Suite 100, Ann Arbor, MI 48108 • 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

Organization	City	State	From	To
Something From Nothing Llc	Baroda	MI	05/2014	Present
Tiaa	Three Oaks	MI	09/2014	Present
Tiaa-Cref Individual & Institutional Services, Llc	Three Oaks	MI	09/2014	Present

05/2014 → Present

Something From Nothing Llc

Baroda, MI
09/2014 → Present

Tiaa

Three Oaks, MI
09/2014 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Three Oaks, MI

Other Businesses

SOMETHING FROM NOTHING LLC POSITION: Marketing NATURE: This is a business that has created a new product idea that is a step attachment for a curbside trash can. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2014 ADDRESS: 8938 Second St, Baroda MI 49101, United States DESCRIPTION: Creating marketing materials

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-01-05
S63	Uniform Securities Agent State Law Examination	2010-06-24

S66 Uniform Combined State Law Examination

2015-01-05
S63 Uniform Securities Agent State Law Examination

2010-06-24

Other Names

Courtenay Y Lavigne

View on SEC IAPD