Michael Jordan Margolis is an investment adviser representative (IAR) with state registration records since 2012, appearing at 7 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2024-03-26 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-09-05 | 2023-12-22 | — |
| HARRISDIRECT LLC | 2021-02-01 | 2023-09-05 | — |
| TD AMERITRADE, INC. | 2018-02-27 | 2021-01-11 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-02-27 | 2020-12-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-03-31 | 2018-01-31 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2014-02-21 | 2017-03-16 | — |
| TD AMERITRADE, INC. | 2014-02-21 | 2017-03-16 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2012-01-09 | 2014-02-03 | — |