Sean Patrick Joiner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2008 → 02/2022
  Park Avenue Securities Llc
  Chevy Chase, MD
• 10/2008 → 02/2022
  Guardian Life Insurance Co Of America
  Chevy Chase, MD
• 03/2022 → Present
  Massmutual Life Insurance Co
  Vienna, VA
• 03/2022 → Present
  Mml Investors Services, Llc
  Vienna, VA
• 07/2023 → Present
  Bull Harbor Capital, Llc
  Bethesda, MD

Previous Registrations

• 2016-03-17 → 2022-03-07
  Park Avenue Securities Llc
  Chevy Chase, MD

Other Businesses

(1) Name: Brookland Equity Group, LLC Inv rel: Y Addr: 1449 Lawrence St NE, Washington, DC 20017 Nature: Rental Income Position: Managing Member Start: 01/01/2009 No hrs/mo: 2 No hrs/mo dur trading: 0 Duties: Administrative oversight of the business entity. (2) Name: Sean Joiner Inv rel: Y Addr: 228 F St NE, Unit #1 & #2, Washington, DC 20002 Nature: Rental Income Position: Managing Member Start: 07/01/2017 No hrs/mo: 1 No hrs/mo dur trading: 0 Duties: Administrative oversight of the business entity. (3) Name: Financial Benefits Consulting, LLC Inv rel: Y Addr: At residential address Nature: Group Benefits & Group Insurance Sales Company Position: Member Start: 05/08/2018 No hrs/mo: 3 No hrs/mo dur trading: 0 Duties: Administrative oversight of the business entity. (4) Name: Transition Overwatch, LLC Inv rel: Y Addr: 7101 Wisconsin Ave, Suite 1204, Bethesda, MD 20814 Nature: Placing veterans leaving military into jobs such as IT, Security, etc. Position: Member Start: 04/20/2020 No hrs/mo: 3 No hrs/mo dur trading: 1 Duties: Administrative oversight of the business entity. (5) NAME: FFG Cares, Inc. INV REL: N ADD: 7101 Wisconsin Ave, Ste 1200, Bethesda, MD 20814 NATURE: 501(c)(3) Charitable Foundation POSITION: Co-Executive Director START DATE: 11-19-24 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: FFG cares purpose is to give to and to raise funds for charitable organization that support Military/Uniformed service veterans & family; disadvantaged youth; Medical research & health care; Financial literacy (6)NAME: SPJ2 Financial Holdings, LLC, INV REL: N ADD:@ residential address on file, NATURE:Vehicle Rental POSITION: Member START: 12/01/2025, NO HR/MO:1 NO HR/MO DUR TRADING: 0 DUTIES: none

Exams

• S66 Uniform Combined State Law Examination
  2016-02-25

Other Names

• Sean Patrick Joiner
• Sean P Joiner