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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-18 |
Branch Locations
720 South Colorado Boulevard Suite 1100, Glendale, CO 80246 • United States
Wheat Ridge, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Littleton | CO | 02/2013 | 01/2023 |
| Wells Fargo Clearing Services, Llc | Littleton | CO | 02/2013 | 01/2023 |
| Tiaa | Denver | CO | 01/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
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