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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 2025-12-22
  • TX RA
    APPROVED
    Since 2025-12-22

Branch Locations

3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States

Plano, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Westlake TX 01/2023 11/2025
Freeman Dallas TX 09/2018 08/2023
Broadway Dallas Dallas TX 03/2022 05/2022
Cast & Crew Production Services, Llc Burbank CA 03/2022 03/2022
Texas Ballet Theater, Inc Dallas TX 02/2022 02/2022
Superior Staffing Llc Nashville TN 08/2020 10/2020
Us Census Bureau Suitland MD 08/2020 08/2020
Upstage Center Pearland TX 03/2022 05/2022
At&T Performing Arts Center Dallas TX 04/2019 04/2022
Iapp Dallas TX 04/2019 10/2022
Perot Museum Of Nature And Science Dallas TX 05/2022 05/2022
Uber San Francisco CA 06/2021 09/2022
Post Mates San Francisco CA 08/2017 08/2020
San Francisco Art Institute San Francisco CA 08/2017 08/2018
Lyft San Francisco CA 04/2016 07/2016
Cake Works Honolulu HI 10/2013 08/2016
San Francisco Art Institute San Francisco CA 08/2016 06/2018
Opteam Euless TX 04/2022 11/2022
Tiaa-Cref Individual & Institutional Services, Llc Frisco TX 12/2025 Present
Tiaa Frisco TX 12/2025 Present
  • 01/2023 → 11/2025
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 09/2018 → 08/2023
    Freeman
    Dallas, TX
  • 03/2022 → 05/2022
    Broadway Dallas
    Dallas, TX
  • 03/2022 → 03/2022
    Cast & Crew Production Services, Llc
    Burbank, CA
  • 02/2022 → 02/2022
    Texas Ballet Theater, Inc
    Dallas, TX
  • 08/2020 → 10/2020
    Superior Staffing Llc
    Nashville, TN
  • 08/2020 → 08/2020
    Us Census Bureau
    Suitland, MD
  • 03/2022 → 05/2022
    Upstage Center
    Pearland, TX
  • 04/2019 → 04/2022
    At&T Performing Arts Center
    Dallas, TX
  • 04/2019 → 10/2022
    Iapp
    Dallas, TX
  • 05/2022 → 05/2022
    Perot Museum Of Nature And Science
    Dallas, TX
  • 06/2021 → 09/2022
    Uber
    San Francisco, CA
  • 08/2017 → 08/2020
    Post Mates
    San Francisco, CA
  • 08/2017 → 08/2018
    San Francisco Art Institute
    San Francisco, CA
  • 04/2016 → 07/2016
    Lyft
    San Francisco, CA
  • 10/2013 → 08/2016
    Cake Works
    Honolulu, HI
  • 08/2016 → 06/2018
    San Francisco Art Institute
    San Francisco, CA
  • 04/2022 → 11/2022
    Opteam
    Euless, TX
  • 12/2025 → Present
    Frisco, TX
  • 12/2025 → Present
    Tiaa
    Frisco, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-12
S63 Uniform Securities Agent State Law Examination 2023-08-09
  • S66 Uniform Combined State Law Examination
    2025-07-12
  • S63 Uniform Securities Agent State Law Examination
    2023-08-09
Other Names
  • Danielle Renea Halford
  • Danielle Renea Stafford
  • Danielle Renea Stafford-Gault
  • Danielle Stafford Gault
  • Danielle Halford

View on SEC IAPD

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