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Courtney Lynn Petkovich

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 2025-08-13
  • TX RA
    APPROVED
    Since 2025-08-13

Branch Locations

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

Frisco, TX • 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
Pnc Investments Cleveland OH 11/2009 09/2016
Tiaa Frisco TX 04/2017 Present
Tiaa-Cref Individual & Institutional Services, Llc Frisco TX 04/2017 Present
Pnc Bank, Na Cleveland OH 11/2009 04/2017
Previous Registrations
  • 2009-11-13 → 2016-09-12
    Pnc Wealth Management Llc
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
  • 2009-01-26 → 2009-11-13
    Natcity Investments, Inc.
    Cleveland, OH
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-12
  • S66 Uniform Combined State Law Examination
    2009-01-12
Other Names
  • Courtney Petkovich
  • Courtney Lynn Petkovich

View on SEC IAPD

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