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Christian Quinn Long

Tiaa-Cref Individual & Institutional Services, LLC

Beaverton, OR

Portland, OR

CRD 6940428

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Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-06-18
  • OR RA
    APPROVED
    Since 2024-06-18

Branch Locations

Beaverton, OR • United States

Columbia Business Center 9900 Sw Greenburg Rd, Suite 130, Portland, OR 97223 • 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
Wells Fargo Bank, Na Lakewood CO 10/2016 06/2024
Wells Fargo Clearing Services, Llc Lakewood CO 04/2018 06/2024
Party City Littleton CO 04/2016 09/2016
Tiaa Portland OR 06/2024 Present
Tiaa-Cref Individual & Institutional Services, Llc Portland OR 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-16
S63 Uniform Securities Agent State Law Examination 2018-07-13
  • S66 Uniform Combined State Law Examination
    2022-05-16
  • S63 Uniform Securities Agent State Law Examination
    2018-07-13
Other Names
  • Christian Long

View on SEC IAPD

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