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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2019-10-21 |
Branch Locations
6500 Emerald Parkway Offices: 106, 107, 108, 109, 112, 117, Dublin, OH 43016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 12/2014 | 07/2018 |
| Td Ameritrade, Inc. | Dublin | OH | 02/2019 | 09/2019 |
| Unemployed | Whitehall | OH | 08/2018 | 01/2019 |
| Nationwide Investment Advisors, Llc | Columbus | OH | 08/2015 | 07/2018 |
| Td Ameritrade Investment Management, Llc | Dublin | OH | 02/2019 | 09/2019 |
| Tiaa | Dublin | OH | 10/2019 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Dublin | OH | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-25 |
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