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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
TX RA APPROVED 2025-10-30
  • TX RA
    APPROVED
    Since 2025-10-30

Branch Locations

3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States

Allen, TX • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 03/2025 09/2025
Target Wylie TX 10/2019 03/2025
Charles Schwab Westlake TX 01/2024 04/2024
Safran Grand Prairie TX 05/2024 09/2024
Dicks Sporting Goods Inc. Allen TX 07/2020 10/2020
Costco Wholesale Corporation Dallas TX 04/2022 04/2022
The University Of Texas At Arlington Arlington TX 08/2021 12/2024
Tiaa Frisco TX 10/2025 Present
Tiaa-Cref Individual & Institutional Services, Llc Frisco TX 10/2025 Present
Allen Independent School District Allen TX 07/2008 05/2021
  • 03/2025 → 09/2025
    Fort Worth, TX
  • 10/2019 → 03/2025
    Target
    Wylie, TX
  • 01/2024 → 04/2024
    Charles Schwab
    Westlake, TX
  • 05/2024 → 09/2024
    Safran
    Grand Prairie, TX
  • 07/2020 → 10/2020
    Dicks Sporting Goods Inc.
    Allen, TX
  • 04/2022 → 04/2022
    Costco Wholesale Corporation
    Dallas, TX
  • 08/2021 → 12/2024
    The University Of Texas At Arlington
    Arlington, TX
  • 10/2025 → Present
    Tiaa
    Frisco, TX
  • 10/2025 → Present
    Frisco, TX
  • 07/2008 → 05/2021
    Allen Independent School District
    Allen, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-29
  • S66 Uniform Combined State Law Examination
    2025-07-29
Other Names
  • Joshua Daniel Bekele
  • Joshua Bekele

View on SEC IAPD

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