Bart Kendall Gregory

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Experience

11 years in the industry.

1. TIAA-CREF Individual & Institutional Services, LLCJul 2026 to now
2. TIAAJul 2026 to now
3. TtecJan 2026 to May 2026
4. LPL Enterprise LLCNov 2025 to Jun 2026
5. Bank of America, N.A. / Merrill EdgeApr 2024 to Oct 2025
6. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Oct 2025
7. Acg Auto Group / Auto Club of AmericaFeb 2024 to Apr 2024
8. UpsNov 2023 to Jan 2024
9. Credit Union Investment ServicesMay 2023 to Nov 2023
10. Secu Brokerage ServicesMay 2023 to Nov 2023
11. Vanguard Advisers, Inc.Jun 2022 to Apr 2023
12. Vanguard Marketing CorporationJun 2022 to Apr 2023
13. LPL Financial LLCDec 2021 to Jul 2022
14. Event ManagementNov 2021 to Dec 2022
15. UnemployedSep 2021 to Nov 2021
16. Fidelity Brokerage Services LLCJun 2021 to Sep 2021
17. Fidelity InvestmentsJun 2021 to Sep 2021
18. Allstate Financial Advisors, LLCAug 2015 to May 2021
19. Allstate Financial Services, LLCAug 2015 to May 2021
20. Allstate Insurance CompanyAug 2015 to May 2021

Exams passed

• Series 63 · Uniform Securities Agent State Law2003
• Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (NC).

Advice and Planning Services

Legal name: TIAA-CREF Individual & Institutional Services, LLC

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

4615974

Firm CRD

20472