Cassandra Atieno Bonyo

Current Employers

Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-27

TX RA
APPROVED

Since 2023-10-27

Branch Locations

Mckinney, TX • United States

3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States

Disclosures

2 disclosure categories 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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Westlake	TX	01/2022	08/2023
Unemployed	Bedford	TX	05/2015	09/2019
University Of Texas At Arlington	Midlothian	TX	09/2019	12/2021
Tiaa	Frisco	TX	09/2023	Present
Tiaa-Cref Individual & Institutional Services, Llc	Frisco	TX	09/2023	Present

01/2022 → 08/2023

Charles Schwab & Co., Inc.

Westlake, TX
05/2015 → 09/2019

Unemployed

Bedford, TX
09/2019 → 12/2021

University Of Texas At Arlington

Midlothian, TX
09/2023 → Present

Tiaa

Frisco, TX
09/2023 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-26
S63	Uniform Securities Agent State Law Examination	2022-09-19

S66 Uniform Combined State Law Examination

2023-10-26
S63 Uniform Securities Agent State Law Examination

2022-09-19

Other Names