This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TIAA WEALTH INVESTMENT MANAGEMENT LLC

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 23, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Apr 19, 2013

First registration

Oct 23, 2002

Dual registered

no

Other names

ROB MARSHALL|ROBERT RUSSELL MARSHALL

IAPD individual key

2320393

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1249b1b3-15f5-a771-da8a-458d8872950b

First observed

Oct 23, 2002

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.