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Charles Ray Anderson

Tiaa-Cref Individual & Institutional Services, LLC

Frisco, 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 2026-03-24
  • TX RA
    APPROVED
    Since 2026-03-24

Branch Locations

Frisco, 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
Charles Schwab & Co., Inc. Phoenix AZ 04/2015 08/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 08/2021 08/2024
Amazon Phoenix AZ 10/2019 11/2019
Bank Of America, N.A. Chandler AZ 08/2021 08/2024
Fisher Investments Plano TX 09/2024 03/2026
Tiaa Frisco TX 03/2026 Present
Tiaa-Cref Individual & Institutional Services, Llc Frisco TX 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-05
S63 Uniform Securities Agent State Law Examination 2015-09-08
  • S66 Uniform Combined State Law Examination
    2021-10-05
  • S63 Uniform Securities Agent State Law Examination
    2015-09-08
Other Names
  • Charles Ray Anderson
  • Charles Ray Anderson
  • Charles R Anderson

View on SEC IAPD

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