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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2024-06-24 |
Branch Locations
North Liberty, IA • United States
941 E Second Ave Suite 201, Coralville, IA 52241 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Davenport | IA | 01/2015 | 05/2024 |
| Taylor Freymann Photography | Moline | IL | 05/2012 | 08/2017 |
| Annette Barnum | Colona | IL | 10/2015 | 02/2017 |
| Tiaa | Coralville | IA | 06/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Coralville | IA | 06/2024 | Present |
| Uber | North Liberty | IA | 06/2018 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-25 |
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