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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:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2013-01-08
  • MI RA
    APPROVED
    Since 2013-01-08

Branch Locations

777 E. Eisenhower Parkway Suite 100, Ann Arbor, MI 48108 • United States

Saline, MI • 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
Tiaa-Cref Individual & Institutional Services, Llc Ann Arbor MI 12/2012 Present
Tiaa Ann Arbor MI 12/2012 Present
Previous Registrations
Other Businesses

(1 ) .5 % OWNER OF THE SALINE BREWERY, LLC; 117 S. ANN ARBOR ST, SALINE, MI 48176; AN INVESTMENT RELATED ACTIVITY; DEVOTE ZERO HOURS TO THIS ACTIVITY; EFFECTIVE DATE: 11/19/2014. (2) LANDLORD POSITION: Landlord NATURE: 2 real estate rental properties - 1269 Hawthorne Ave, Ypsilanti, MI 48198 & 2353 Brooktree Ct, Ypsilanti, MI 48198 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2008 ADDRESS: Home Address, Saline MI 48176, United States DESCRIPTION: Finding tenants, coordinating contractors for home repairs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-15
S63 Uniform Securities Agent State Law Examination 2006-09-30
  • S65 Uniform Investment Adviser Law Examination
    2010-06-15
  • S63 Uniform Securities Agent State Law Examination
    2006-09-30
Other Names
  • Jessica L Hall
  • Jessica Lynn Hall

View on SEC IAPD

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