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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:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-05
  • TX RA
    APPROVED
    Since 2026-01-05

Branch Locations

3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2015 → 07/2017
    South Davis Recreation Center
    Bountiful, UT
  • 01/2019 → 09/2019
    America First Credit Union
    North Salt Lake, UT
  • 09/2019 → 01/2020
    Intermountain Healthcare
    Murray, UT
  • 12/2019 → 02/2020
    Reliant
    Murray, UT
  • 02/2020 → 03/2021
    America First Credit Union
    Bountiful, UT
  • 02/2021 → 05/2022
    Onetel Holding, Inc
    North Salt Lake, UT
  • 08/2016 → 01/2019
    Student
    West Bountiful, UT
  • 05/2022 → 02/2025
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 01/2019 → 01/2022
    Weber State University
    Ogden, UT
  • 11/2022 → 02/2025
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 12/2025 → Present
    Tiaa
    Frisco, TX
  • 12/2025 → Present
    Frisco, TX
  • 02/2025 → 12/2025
    Unemployed
    West Bountiful, UT
Previous Registrations
  • 2022-11-10 → 2025-02-14
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-24
  • S66 Uniform Combined State Law Examination
    2022-10-24
Other Names
  • Nathan Hinckley Hair
  • Nathan H Hair

View on SEC IAPD

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