# Michael Jordan Margolis

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2024-03-26 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2023-09-05 | 2023-12-22 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2021-02-01 | 2023-09-05 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2018-02-27 | 2021-01-11 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2018-02-27 | 2020-12-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-03-31 | 2018-01-31 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2014-02-21 | 2017-03-16 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2014-02-21 | 2017-03-16 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2012-01-09 | 2014-02-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5697508)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5697508.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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