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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-29 |
| MD | RA | APPROVED | 2022-05-05 |
Branch Locations
7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814 • United States
Davidsonville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Group | Chevy Chase | MD | 02/2007 | 02/2022 |
| Guardian Life Insurance Co | Chevy Chase | MD | 02/2007 | 05/2022 |
| Park Avenue Securities Llc | Chevy Chase | MD | 11/2007 | 05/2022 |
| Massmutual Life Insurance Co | Bethesda | MD | 05/2022 | Present |
| Mml Investors Services, Llc | Bethesda | MD | 05/2022 | Present |
(1) Name: Sahouri Insurance Inv rel: Y Addr: At residential address Nature: Outside insurance - property and casualty Position: Broker Start: 01/01/2016 No hrs/mo: 1 No hrs/mo dur trading: 1 Duties: Refer clients to have their property and casualty insurance reviewed. (2) Name: Danneskjold, LLC Inv rel: Y Addr: At residential address Nature: Rental Income Position: Owner Start: 01/31/2019 No hrs/mo: 5 No hrs/mo dur trading: 0 Duties: Negotiating contracts with leasing companies. (3) Name: Brookland Equity Group, LLC Inv rel: Y Addr: 951 Magothy Ave, Arnold, MD 21012 Nature: Rental Income Position: Owner Start: 03/01/2008 No hrs/mo: 5 No hrs/mo dur trading: 0 Duties: Negotiating contracts with leasing companies for the rentals. (4) Name: IFAPAC DC Chapter Treasurer Inv rel: Y Addr: 2901 Telestar Ct, Falls Church, VA 22042 Nature: Treasurer Position: Treasurer Start: 01/01/2022 No hrs/mo: 2 No hrs/mo dur trading: 2 Duties: Reports on political issued related to our industry to our board and occasionally to membership. (5)NAME: MATTIEW J GRACE, INV REL:Y ADDR.RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START: 4/1/2024, NO HR/MO:5 NO HR/MO DUR TRADING:5, DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH (6)NAME: MATTHEW J. GRACE LLC INV REL:Y ADDR: RESIDENTIAL ADDRESS NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION START: 1/1/2023, NO HR/MO:4 NO HR/MO DUR TRADING:4 DUTIES:CONSOLIDATING CASH FLOWS AND EXPENSES GENERATED FROM MY EFFORTS WORKING WITH CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-17 |
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