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Tyree Daniels

SAN BLAS SECURITIES
CHICAGO, IL
·CRD# 4346542·25 years experience

Professional Summary

Tyree Daniels, who also goes by Tyree Chanson Daniels, is a registered financial advisor currently at SAN BLAS SECURITIES LLC located in Chicago, Illinois. Tyree is registered as a RR (Registered Representative) and started their career in finance in 2001. Tyree has worked at 5 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tyree Chanson Daniels

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

25 years in the financial services industry

Current & Past Employments

Current

SAN BLAS SECURITIES LLCCurrent·CRD# 290605
BD
233 S Wacker Dr Suite 4400, Chicago, IL 60606
July 28, 2026 - Present

Past

BLAYLOCK VAN, LLCPast·CRD# 145317
BD
New York, NY
February 26, 2026 - April 15, 2026
SOUTHSTATE SECURITIES CORP.Past·CRD# 6950
BD
Memphis (shelby), TN
September 2, 2015 - April 1, 2025
RAYMOND JAMES & ASSOCIATES, INC.Past·CRD# 705
BD
Memphis, TN
January 2, 2013 - September 3, 2015
MORGAN KEEGAN & COMPANY, LLCPast·CRD# 4161
BD
Memphis, TN
October 15, 2001 - January 2, 2013

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Current Firm

SB
SAN BLAS SECURITIES LLC

IFS CAPITAL MARKETS, LLC | SAN BLAS SECURITIES LLC

CRD#: 290605 / SEC#: 8-70036
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

233 S Wacker Dr Suite 4400, Chicago, IL 60606

Mailing Address

3424 Peachtree Rd. Ne Suite 2200, Atlanta, GA 30326-1184

Phone Number

(773) 661-4448

Established

Delaware since 04/13/2017

Firm Type

Limited Liability Company

Fiscal Year End

March

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
IFS GROUP, INCDIRECT OWNER—
BOTERO, PETERCCO2809436
CARTER, ANA ROUMENOVAFINOP4424794
MCKENZIE, ALEXYS ULANDOCEO2642827

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Tennessee
(7/30/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2001About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2001About the Series 7 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Tyree Daniels's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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