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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_RES | 2025-08-21 |
| CO | RA | APPROVED | 2018-03-26 |
Branch Locations
720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • United States
Morrison, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Denver | CO | 09/2016 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 09/2016 | 03/2018 |
| Tiaa | Denver | CO | 03/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 03/2018 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: Owner of rental property of what was our former home, starting around April 2023. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 4610 South King St, Englewood CO 80110, United States DESCRIPTION: Rental owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
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