Khalif Elliot Croom

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

• 05/2016 → 02/2017
  Western Southern Life
  Concord, NC
• 08/2016 → 02/2017
  W&S Brokerage Services
  Cincinnati, OH
• 02/2017 → 03/2023
  Vanguard Marketing Corporation
  Charlotte, NC
• 09/2017 → 04/2023
  Melaleuca
  Idaho Falls, ID
• 02/2020 → 03/2023
  Vanguard Advisers, Inc.
  Idaho Falls, ID
• 04/2023 → Present
  Tiaa
  Charlotte, NC
• 04/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC

Previous Registrations

• 2020-02-28 → 2023-03-29
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

(1) Name: Rainbow Position: Administrative Nature: The company offers home air purifiers for consumers, what I do is put in the system who they want to show it to and if they liked it, wanted it or may consider it in the future. Investment Related: No Hours: 40 Securities Trading Hours: 0 Start Date: 04/03/2023 Address: 1595 East Garrison Blvd, Unit K, Gastonia NC 28054, United States Description: Office Assistant for Rainbow an air purifier company (2) MELALEUCA POSITION: A customer NATURE: Wellness solutions, all natural products INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2023 ADDRESS: 4609 W 65th Street, Idaho Falls ID 83402, United States DESCRIPTION: Customer at Melaleuca a Wellness Company, that can recruit other customers for free products and compensation. (3) CENTURY 21 RUCKER REAL ESTATE POSITION: Real Estate Agent NATURE: I offer my services and expertise to clients who are interested in selling or buying a new home. I may spend 2 hours a week, or so in this job. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2023 ADDRESS: 8401 University Executive Drive, Charlotte NC 28262, United States DESCRIPTION: Agent (4) PUBLIX POSITION: pharmacy technician NATURE: I will be working there part time as a cashier and pharmacy technician. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/25/2026 ADDRESS: 8360 Charlotte Highway, Indian Land SC 29707, United States DESCRIPTION: fill prescriptions, cashier

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31
• S63 Uniform Securities Agent State Law Examination
  2017-04-04

Other Names

• Khalif E Croom
• Khalif Croom
• Khalif Elliot Croom