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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 | 2022-04-14 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denton | TX | 11/2014 | 10/2017 |
| Bank Of America, N.A. | Denton | TX | 11/2014 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coppell | TX | 01/2020 | 06/2021 |
| Bank Of America, N.A. | Coppell | TX | 01/2020 | 06/2021 |
| Credit Acceptance Corp | Southfield | MI | 01/2019 | 12/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 03/2022 | Present |
| Tiaa | Frisco | TX | 03/2022 | Present |
| University Of North Texas | Denton | TX | 01/2014 | 06/2017 |
| Mary Kay | Bowie | TX | 07/2021 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-30 |
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