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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 | 2026-01-05 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Davis Recreation Center | Bountiful | UT | 09/2015 | 07/2017 |
| America First Credit Union | North Salt Lake | UT | 01/2019 | 09/2019 |
| Intermountain Healthcare | Murray | UT | 09/2019 | 01/2020 |
| Reliant | Murray | UT | 12/2019 | 02/2020 |
| America First Credit Union | Bountiful | UT | 02/2020 | 03/2021 |
| Onetel Holding, Inc | North Salt Lake | UT | 02/2021 | 05/2022 |
| Student | West Bountiful | UT | 08/2016 | 01/2019 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 05/2022 | 02/2025 |
| Weber State University | Ogden | UT | 01/2019 | 01/2022 |
| Fidelity Personal And Workplace Advisors | Salt Lake City | UT | 11/2022 | 02/2025 |
| Tiaa | Frisco | TX | 12/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 12/2025 | Present |
| Unemployed | West Bountiful | UT | 02/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-24 |
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