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John Terry Grace

Sentinel Pension Advisors, LLC.

Wakefield, MA

Rockville Centre, NY

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Current Employers
Sentinel Pension Advisors, Llc.

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-28
NY RA APPROVED 2021-09-08
  • CA RA
    APPROVED
    Since 2026-07-28
  • NY RA
    APPROVED
    Since 2021-09-08

Branch Locations

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States

Rockville Centre, NY • 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
M Holdings Securities, Inc. Portland OR 06/2009 05/2019
Chernoff Diamond Uniondale NY 12/2002 04/2019
Usi Consulting Group, Inc. Glastonbury NY 04/2019 09/2021
Usi Advisors, Inc. Glastonbury CT 05/2019 09/2021
Sentinel Pension Advisors, Inc Wakefield MA 09/2021 Present
  • 06/2009 → 05/2019
    M Holdings Securities, Inc.
    Portland, OR
  • 12/2002 → 04/2019
    Chernoff Diamond
    Uniondale, NY
  • 04/2019 → 09/2021
    Usi Consulting Group, Inc.
    Glastonbury, NY
  • 05/2019 → 09/2021
    Usi Advisors, Inc.
    Glastonbury, CT
  • 09/2021 → Present
    Sentinel Pension Advisors, Inc
    Wakefield, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-13
S63 Uniform Securities Agent State Law Examination 1993-05-26
  • S65 Uniform Investment Adviser Law Examination
    2008-11-13
  • S63 Uniform Securities Agent State Law Examination
    1993-05-26

View on SEC IAPD

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Other Offices

FLAGSHIP WEALTH ADVISORS, LLC. · WAKEFIELD, MA
424 CAPITAL, LLC · WAKEFIELD, MA
OXFORD MARTIN, LLC · WAKEFIELD, MA
MML INVESTORS SERVICES, LLC · WAKEFIELD, MA
OSAIC WEALTH, INC. · WAKEFIELD, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Wakefield, MA
OSAIC WEALTH, INC. · WAKEFIELD, MA
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