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Joel Blanco Gilhang

Mml Investors Services, LLC

Dallas, TX

CRD 2232616

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Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-12
  • TX RA
    APPROVED
    Since 2022-04-12

Branch Locations

8150 N Central Expressway Ste 1600, Dallas, TX 75206-1883 • 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
Lpl Financial Llc Dallas TX 09/2013 01/2018
Level Four Advisory Services Dallas TX 09/2013 01/2018
Guardian Life Insurance Dallas TX 02/2018 03/2022
Park Avenue Securities Dallas TX 02/2018 03/2022
Mml Investors Services, Llc Dallas TX 04/2022 Present
Massmutual Life Insurance Co Dallas TX 03/2022 Present
  • 09/2013 → 01/2018
    Lpl Financial Llc
    Dallas, TX
  • 09/2013 → 01/2018
    Dallas, TX
  • 02/2018 → 03/2022
    Guardian Life Insurance
    Dallas, TX
  • 02/2018 → 03/2022
    Park Avenue Securities
    Dallas, TX
  • 04/2022 → Present
    Dallas, TX
  • 03/2022 → Present
    Massmutual Life Insurance Co
    Dallas, TX
Previous Registrations
Other Businesses

(1) Name:D&D Holdings Inv rel: N Add: 5200 E Grand Ave, Suite 300A Dallas, Texas 75223 Nature: Other - Promotional products and warehouse business for fulfillment and shipping Position: silent partner Start date: 03/31/2022 No. HR/MO: 1. No. HR/MO during sec trading: 0. Describe duties: I am a silent partner with no obligations to company (2) Name: Gilhang and Hays Financial Management Group, LLC Inv rel: Y Add: 8150 N Central Expressway Suite 1600; Dallas, TX 75206 Nature: Other - DBA for financial planning Position: Managing Partner Start date: 03/31/2022 No. HR/MO: 160. No. HR/MO during sec trading: 6. Describe duties: manage day to day operations for financial planning, investments, and insurance department. (3) Name: Joel Gilhang Inv rel: Y Add: 8150 N Central Expressway Suite 1600; Dallas, TX 75206 Nature: Life, Disability, Long-Term Care, Fixed Annuities Position: Managing Partner Start date: 03/31/2022 No. HR/MO: 2. No. HR/MO during sec trading: 1. Describe duties: Manage day to day operations of the financial planning. (4) Name: DASG, LLC Inv rel: Y Add: 8150 N Central Expressway, Suite 1675, Dallas TX 75206 Nature: Tax Preparation and Accounting Services Position: Partner Start date: 05/16/2023 No. HR/MO: 5. No. HR/MO during sec trading: 0. Describe duties: My role is to help cross-sell the financial and Insurance planning of Gilhang & Hays. (5) NAME: 323 Foundation INV REL: N ADD: 8710 Eustis Ave, Dallas TX 75218 NATURE: Charity to help families that have lost a spouse/partner POSITION: President START DATE: 08/31/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Fund raising.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-05-27
  • S63 Uniform Securities Agent State Law Examination
    1992-05-27
Other Names
  • Joel Gilhang
  • Jose Emmanuel Blanco Gilhang
  • Jose Emmanuel Gilhang

View on SEC IAPD

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