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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 | 2025-05-07 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Saginaw, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 01/2023 | Present |
| Tiaa | Frisco | TX | 01/2023 | Present |
| Moritz Kia | Ft Worth | TX | 09/2019 | 11/2022 |
| Autonation | North Richland Hills | TX | 06/2018 | 08/2019 |
| Patterson Kia | Arlington | TX | 03/2016 | 05/2018 |
| Mark Of Excellence (Dominos) | Bedford | TX | 08/2018 | 02/2019 |
DOORDASH POSITION: Driver NATURE: Food delivery INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2026 ADDRESS: 116 new montgomery st, San Francisco CA 94105, United States DESCRIPTION: Drive food to house
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-28 |
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