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Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
MD RA APPROVED 2022-05-05
  • TX RA
    APPROVED
    Since 2023-08-29
  • MD RA
    APPROVED
    Since 2022-05-05

Branch Locations

7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814 • United States

Davidsonville, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2007 → 02/2022
    First Financial Group
    Chevy Chase, MD
  • 02/2007 → 05/2022
    Guardian Life Insurance Co
    Chevy Chase, MD
  • 11/2007 → 05/2022
    Chevy Chase, MD
  • 05/2022 → Present
    Massmutual Life Insurance Co
    Bethesda, MD
  • 05/2022 → Present
    Bethesda, MD
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-17
  • S66 Uniform Combined State Law Examination
    2008-01-17
Other Names
  • Matthew J Grace
  • Matthew James Grace

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