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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 | 2026-08-26 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guidestone Financial Resources | Dallas | TX | 09/2014 | 11/2021 |
| Guidestone Financial Services | Dallas | TX | 09/2014 | 11/2021 |
| Fisher Investments | Plano | TX | 11/2021 | 03/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 06/2023 | Present |
| Tiaa | Frisco | TX | 06/2023 | Present |
| Appreciation Financial | Dallas | TX | 11/2022 | 03/2023 |
| Mentoring Brother 2 Brother | Duncanville | TX | 08/2007 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-15 |
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