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Margaret Blakely Daniels

Tiaa-Cref Individual & Institutional Services, LLC

Lexington, KY

Lexington, KY

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-21
KY RA APPROVED 2015-07-31
  • TX RA
    APPROVED_RES
    Since 2025-08-21
  • KY RA
    APPROVED
    Since 2015-07-31

Branch Locations

2365 Harrodsburg Road Suite B 250, Lexington, KY 40504 • United States

Lexington, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Lexington KY 07/2015 Present
Tiaa-Cref Individual & Institutional Services, Llc Lexington KY 07/2015 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-25
S63 Uniform Securities Agent State Law Examination 2008-04-29
  • S66 Uniform Combined State Law Examination
    2013-06-25
  • S63 Uniform Securities Agent State Law Examination
    2008-04-29
Other Names
  • Margaret Blakely Daniels
  • Marnie Daniels

View on SEC IAPD

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