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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 | 2026-01-01 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 11/2023 | Present |
| Tiaa | Frisco | TX | 11/2023 | Present |
| Bank Of Zambia | Lusaka | 01/2018 | 07/2023 | |
| Unemployed | Mckinney | TX | 08/2023 | 11/2023 |
| African Banking Corporation (T/A Bancabc Zambia/Atlasmara Bank) | Lusaka | 01/2012 | 01/2018 | |
| University Of Lusaka | Lusaka | 07/2017 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-02 |
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