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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 | 2025-09-25 |
Branch Locations
Richardson, TX • United States
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Advisors Inc | Dallas | TX | 10/2014 | 10/2018 |
| Securities America, Inc. | Dallas | TX | 11/2018 | 06/2019 |
| Securities America Advisors, Inc. | Dallas | TX | 11/2018 | 06/2019 |
| Jpmorgan Chase Bank Na | Plano | TX | 07/2019 | 05/2025 |
| Jpmorgan Securities Llc | Plano | TX | 07/2019 | 05/2025 |
| Longhorn Wealth Management Group | Dallas | TX | 11/2018 | 06/2019 |
| Triple J Ranch | Morgantown | WV | 06/2024 | Present |
| 1St Global Capital Corp. | Dallas | TX | 10/2014 | 10/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 09/2025 | Present |
| Tiaa | Frisco | TX | 09/2025 | Present |
Name: Triple J Ranch, LLC Position: Partner Nature: Recreational Property Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 06/22/2024 Address: 707 N Vista Court, Morgantown WV 26508, United States Description: Assist in property expenses and upkeep
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-13 |
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