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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-22 |
Branch Locations
Pickerington, OH • United States
777 E. Eisenhower Parkway Suite 100, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Columbus | OH | 05/2016 | 05/2019 |
| Tiaa | Pickerington | OH | 05/2019 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Pickerington | OH | 05/2019 | Present |
(1) RENTAL PROPERTY POSITION: joint owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2017 ADDRESS: 1258 Huntly Dr, Columbus OH 43227, United States DESCRIPTION: I am joint owner of this rental property with my husband.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-03 |
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