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Jonathan David Abbuehl

Tiaa-Cref Individual & Institutional Services, LLC

Tampa, FL

Lutz, FL

Sarasota, FL

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-08-25
TX RA APPROVED_RES 2025-08-19
AL RA APPROVED 2025-08-18
FL RA APPROVED 2017-08-17
  • VT RA
    APPROVED
    Since 2025-08-25
  • TX RA
    APPROVED_RES
    Since 2025-08-19
  • AL RA
    APPROVED
    Since 2025-08-18
  • FL RA
    APPROVED
    Since 2017-08-17

Branch Locations

5411 Skycenter Drive Suite 250, Tampa, FL 33607 • United States

Lutz, FL • United States

6151 Lake Osprey Drive 3Rd Floor, Sarasota, FL 34240 • 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
OrganizationCityStateFromTo
Morgan Stanley Des Moines IA 08/2015 07/2017
Morgan Stanley Private Bank, National Association New York NY 08/2015 07/2017
Tiaa Sarasota FL 08/2017 Present
Tiaa-Cref Individual & Institutional Services, Llc Sarasota FL 08/2017 Present
Previous Registrations
  • 2015-11-24 → 2017-07-17
    Morgan Stanley
    West Des Moines, IA
    Cedar Rapids, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-24
  • S66 Uniform Combined State Law Examination
    2015-11-24
Other Names
  • Jon Abbuehl
  • Jonathan Abbuehl
  • Jonathan David Abbuehl

View on SEC IAPD

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