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Adam C House

Tiaa-Cref Individual & Institutional Services, LLC

Gainesville, FL

Gainesville, FL

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-02
  • FL RA
    APPROVED
    Since 2023-02-02

Branch Locations

Gainesville, FL • United States

5001 Celebration Pointe Suite 120, Gainesville, FL 32608 • 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
OrganizationCityStateFromTo
Teachers Insurance Annuity Association (Tiaa) Tampa FL 04/2014 03/2021
Ach Wealth Management Newberry FL 04/2021 01/2023
Tiaa Gainesville FL 01/2023 Present
Tiaa-Cref Individual & Institutional Services, Llc Gainsville FL 01/2023 Present
  • 04/2014 → 03/2021
    Teachers Insurance Annuity Association (Tiaa)
    Tampa, FL
  • 04/2021 → 01/2023
    Ach Wealth Management
    Newberry, FL
  • 01/2023 → Present
    Tiaa
    Gainesville, FL
  • 01/2023 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Gainsville, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-21
S65 Uniform Investment Adviser Law Examination 2001-01-16
S63 Uniform Securities Agent State Law Examination 1999-03-18
  • S66 Uniform Combined State Law Examination
    2011-08-21
  • S65 Uniform Investment Adviser Law Examination
    2001-01-16
  • S63 Uniform Securities Agent State Law Examination
    1999-03-18

View on SEC IAPD

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