Annie Pankaj Shah is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2026-06-05 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2025-01-08 | 2026-05-29 | — |