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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 | 2026-08-19 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 01/2026 | Present |
| Tiaa | Frisco | TX | 01/2026 | Present |
| Aqua Tots | Fort Worth | TX | 04/2025 | 12/2025 |
| Colorado State University Global | Greenwood Village | CO | 08/2025 | Present |
| Keller Central High School | Keller | TX | 05/2021 | 05/2025 |
| Keller Middle School | Keller | TX | 08/2018 | 05/2021 |
| Liberty Elementary School | Keller | TX | 08/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-13 |
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