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Tonya Marie Rollman

Tiaa-Cref Individual & Institutional Services, LLC

Lewisville, TX

Frisco, TX

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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
TX RA APPROVED 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

Branch Locations

Lewisville, TX • United States

3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • 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
Lincoln Investment Wyncote PA 12/2015 11/2025
Burba Cole Overstreet Llc Carlsbad NM 12/2015 02/2023
Creating & Managing Wealth, Llc Irving TX 02/2023 11/2025
Tiaa Frisco TX 11/2025 Present
Tiaa-Cref Individual & Institutional Services, Llc Frisco TX 11/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-11
S63 Uniform Securities Agent State Law Examination 2014-11-10
  • S66 Uniform Combined State Law Examination
    2024-11-11
  • S63 Uniform Securities Agent State Law Examination
    2014-11-10
Other Names
  • Tonya Marie Rogers
  • Tonya Marie Mckinney
  • Tonya Marie Pennington

View on SEC IAPD

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