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Tiaa-Cref Individual & Institutional Services, LLC CRD 20472
$37.9B regulatory AUM 35,647 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-07 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 09/2022 | Present |
| Tiaa | Frisco | TX | 09/2022 | Present |
| Mayes Holding Company | Norman | OK | 05/2021 | Present |
| Pinnacle Pain Medicine | Denton | TX | 06/2003 | 03/2023 |
Name: Mayes Holding Company Position: Property Manager/Cleaner Nature: Provides the owner of the home with supplemental income. Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 06/01/2021 Address: PO BOX 720233, Norman OK 73070, United States Description: Housing rental property for personal rental use.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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