Kristopher Fulwood-Davis

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → 11/2022
  Jpmorgan Chase Bank, N.A.
  Phoenix, AZ
• 12/2021 → 10/2022
  J.P. Morgan Securities Llc
  Phoenix, AZ
• 06/2021 → 11/2021
  Wells Fargo
  Phoenix, AZ
• 08/2020 → 05/2021
  Les Sables Vendee Basket
  Les Sables D'OLonne
• 08/2019 → 04/2020
  Tubingen Tigers
  Tubingen
• 06/2019 → 07/2019
  Nike Basketball
  Chicago, IL
• 08/2018 → 03/2019
  Phoenix Hagen
  Hagen
• 06/2018 → 07/2018
  Nike Basketball
  Chicago, IL
• 08/2017 → 05/2018
  Basket Navarra
  Pamplona
• 06/2017 → 07/2017
  Nike Basketball
  Chicago, IL
• 09/2016 → 04/2017
  Albacete Basketball
  Albacete
• 08/2015 → 05/2016
  Cb Penas Huesca
  Huesca
• 05/2017 → 05/2017
  Unemployed
  Detroit, MI
• 06/2016 → 08/2016
  Unemployed
  Detroit, MI
• 04/2019 → 05/2019
  Unemployed
  Detroit, MI
• 05/2020 → 07/2020
  Unemployed
  Detroit, MI
• 11/2022 → 07/2024
  Fisher Investments
  Plano, TX
• 08/2024 → Present
  Tiaa
  Tampa, FL
• 08/2024 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Tampa, FL

Previous Registrations

• 2023-01-13 → 2024-07-26
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-13
• S63 Uniform Securities Agent State Law Examination
  2022-03-09

Other Names

• Kris Davis
• Kristopher Davis
• Kristopher Fulwood