David Prew Lull

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 06/2006 → Present
  Tiaa
  Denver, CO

Other Businesses

THE FOUNDATION FOR WORLDWIDE FORGIVENESS POSITION: Founder NATURE: Nonprofit organization. Trademarked name only. Do not expect to provide funding to organization and conduct any organizational activities or operations until 2028. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2028 ADDRESS: Home Address, Lakewood CO 80226, United States DESCRIPTION: The Foundation for Worldwide Forgiveness- plan to establish by the year 2028 to provide financial support to benefit the underprivileged, a worldwide food and healthcare distribution network and the promotion of true forgiveness worldwide for the benefit of all.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-09
• S63 Uniform Securities Agent State Law Examination
  1989-09-12

Other Names

• David Lull
• David P Lull