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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-28 |
| VT | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Justin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Texas At Arlington | Arlington | TX | 08/2016 | 05/2020 |
| Dial-A-Mav | Arlington | TX | 01/2017 | 05/2018 |
| Ut Systems | Arlington | TX | 05/2018 | 07/2018 |
| Aspen Heights Partner | Arlington | TX | 10/2018 | 01/2020 |
| Kate Spade | Grand Prairie | TX | 02/2020 | 03/2020 |
| Fidelity Investments | Westlake | TX | 06/2020 | 05/2026 |
| Fidelity Distributors Company Llc | Westlake | TX | 06/2020 | 05/2026 |
| Tiaa | Frisco | TX | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 06/2026 | Present |
Name: Videos By Vivian LLC Position: Owner Nature: I am a wedding content creator. Brides and Grooms hire me to take pictures and videos on my phone on their wedding day. I only take weddings on the weekends and they compensate me through my invoicing system. Investment Related: No Hours: 8 Securities Trading Hours: 0 Start Date: 07/18/2025 Address: Home Address, Justin TX 76247, United States Description: Admin work, marketing and content creation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-19 |
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