Matthew Erhardt

Current Employers

Mml Investors Services, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-28
IL	RA	APPROVED	2024-12-23

TX RA
APPROVED

Since 2025-02-28
IL RA
APPROVED

Since 2024-12-23

Branch Locations

Chicago, IL • United States

One North Franklin Street Suite 3330, Chicago, IL 60606 • 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

Organization	City	State	From	To
Mml Investors Services, Llc	Chicago	IL	09/2024	Present
Massmutual Life Insurance Co	Chicago	IL	09/2024	Present
Lochenheath Golf Club	Traverse City	MI	05/2018	09/2024
Monterey Private Wealth	Traverse City	MI	06/2022	08/2022
University Of Dayton	Dayton	OH	08/2020	05/2024
St. Francis High School	Traverse City	MI	09/2016	06/2020

09/2024 → Present

Mml Investors Services, Llc

Chicago, IL
09/2024 → Present

Massmutual Life Insurance Co

Chicago, IL
05/2018 → 09/2024

Lochenheath Golf Club

Traverse City, MI
06/2022 → 08/2022

Monterey Private Wealth

Traverse City, MI
08/2020 → 05/2024

University Of Dayton

Dayton, OH
09/2016 → 06/2020

St. Francis High School

Traverse City, MI

Other Businesses

NAME: MATTHEW ERHARDT / LENOX ADVISORS, INC INV REL: Y ADD: ONE N. FRANKLIN ST, SUITE 3330, CHICAGO, IL 60606 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 09/09/2024 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 5 DUTIES: LIFE. DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, AND HEALTH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-19

S66 Uniform Combined State Law Examination

2024-12-19