Moises Leandro

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

• 07/2015 → 05/2018
  Capital One Investing, Llc
  Tyler, TX
• 05/2018 → 05/2021
  Raymond James Financial Services,Inc
  Forth Worth, TX
• 05/2018 → 05/2021
  Raymond James Financial Services Advisors, Inc.
  Ft Worth, TX
• 07/2016 → Present
  Mleandro Realty, Llc
  Tyler, TX
• 05/2018 → 05/2021
  Southside Investment Services
  Tyler, TX
• 07/2015 → 05/2018
  Capital One Advisors, Llc
  Tyler, TX
• 04/2023 → Present
  Tiaa
  Tyler, TX
• 04/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Tyler, TX
• 06/2022 → 04/2023
  Ubank
  Tyler, TX

Previous Registrations

• 2018-05-14 → 2021-05-21
  Raymond James Financial Services Advisors, Inc
  Tyler, TX
  Fort Worth, TX
• 2015-07-24 → 2018-05-03
  Capital One Advisors, Llc
  Tyler, TX
  Mclean, VA
• 2014-01-02 → 2015-07-07
  J.P. Morgan Securities Llc
  Tyler, TX
  Tyler, TX
  Tyler, TX
  Tyler, TX
  Tyler, TX

Other Businesses

(1) Name: NEWMARK HOLDINGS LLC Position: Owner Nature: Real Estate Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 03/21/2023 Address: Home Address, Tyler TX 75703, United States Description: Maintain Rental Properties and tracts/parcels. (2) Name: MLEANDRO REALTY LLC Position: Owner Nature: Real Estate Investment Related: Yes Hours: 4 Securities Trading Hours: 0 Start Date: 07/04/2016 Address: Home Address, Tyler TX 75703, United States Description: Maintain Rental Properties and tracts/parcels. (3) EAST TEXAS FOOD BANK POSITION: Board member NATURE: Assist in food insecurity within the area served. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2020 ADDRESS: 3201 Robertson Road, Tyler TX 75701, United States DESCRIPTION: Board member

Exams

• S66 Uniform Combined State Law Examination
  2013-12-30
• S63 Uniform Securities Agent State Law Examination
  2011-08-01