Dana Katherine Marlowe

Current Employers

Employment History

• 12/2019 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 01/2014 → Present
  Tiaa
  Frisco, TX

Other Businesses

(1) INVESTMENT PROPERTY POSITION: I own the property NATURE: I had to finance the mortgage as an investment property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2020 ADDRESS: 1075 Mulberry Lane, Hickory NC 28602, United States DESCRIPTION: I bought this home for my cousin and her daughter to live in while my cousin finished school and gets established. I do not charge any rent and I pay the mortgage. (2) MCKINNEY CARRIAGE HOUSE RENTAL POSITION: Owner NATURE: Hoping to rent out my guest house as a short term rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: Home Address, McKinney TX 75069, United States DESCRIPTION: Will be managing the rental (3) MCKINNEY LITTLE PINK HOUSE RENTAL POSITION: Owner NATURE: Will be using this property as a short term rental. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2025 ADDRESS: Home Address, McKinney TX 75069, United States DESCRIPTION: Will list the property for rent and manage bookings. (4) TIED AND DARLING POSITION: Owner NATURE: Looking to sell bows on the weekends at festivals, markets and/or online. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2026 ADDRESS: Home Address, McKinney TX 75069, United States DESCRIPTION: Making and selling bows

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-05
• S63 Uniform Securities Agent State Law Examination
  2020-01-02

Other Names

• Dana Katherine Lee
• Dana Marlowe