Timothy Walter Balkin

Tiaa-Cref Individual & Institutional Services, LLC

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Current Employers

Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
VT	RA	APPROVED	2026-08-13
TX	RA	APPROVED_RES	2026-08-11
AL	RA	APPROVED	2026-08-10
PA	RA	APPROVED	2023-12-05

VT RA
APPROVED

Since 2026-08-13
TX RA
APPROVED_RES

Since 2026-08-11
AL RA
APPROVED

Since 2026-08-10
PA RA
APPROVED

Since 2023-12-05

Branch Locations

Glenshaw, PA • United States

141 South St. Clair Street Suite 202, Pittsburgh, PA 15206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Citizens Securities, Inc	Canton	MA	06/2016	12/2020
Key Investment Services, Llc	Columbus	OH	03/2021	09/2023
Keybank	Pittsburgh	PA	03/2021	09/2023
Citizens Bank	Pittsburgh	PA	06/2016	02/2021
Tiaa	Pittsburgh	PA	09/2023	Present
Tiaa-Cref Individual & Institutional Services, Llc	Pittsburgh	PA	09/2023	Present

06/2016 → 12/2020

Citizens Securities, Inc

Canton, MA
03/2021 → 09/2023

Key Investment Services, Llc

Columbus, OH
03/2021 → 09/2023

Keybank

Pittsburgh, PA
06/2016 → 02/2021

Citizens Bank

Pittsburgh, PA
09/2023 → Present

Tiaa

Pittsburgh, PA
09/2023 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Pittsburgh, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-05
S63	Uniform Securities Agent State Law Examination	2017-06-22

S65 Uniform Investment Adviser Law Examination

2023-12-05
S63 Uniform Securities Agent State Law Examination

2017-06-22

View on SEC IAPD

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