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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 Regional, Frisco, TX 75034 • United States
Aubrey, 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 | 06/2021 | Present |
| Tiaa | Frisco | TX | 06/2021 | Present |
| Stanley Cleaners & Laundry | Plano | TX | 04/2003 | 06/2021 |
SWEET LILLIE'S BY CHARLOTTE POSITION: owner NATURE: It is a bakery. I bake and sell baked goods. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: Home Address, Aubrey TX 76227, United States DESCRIPTION: I bake and sell my baked goods
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-20 |
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