Steven David Burkhardt

Mfs Institutional Advisors Inc.

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Current Employers

Mfs Institutional Advisors Inc.

111 Huntington Avenue, Boston, MA 02199-7618 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2013-03-25

MA RA
APPROVED

Since 2013-03-25

Branch Locations

111 Huntington Avenue, Boston, MA 02199-7618 • United States

Newark, NJ • 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
Mfs Fund Distributors, Inc.	Boston	MA	02/2013	Present
Mfs Institutional Advisors Inc	Boston	MA	02/2013	Present

02/2013 → Present

Mfs Fund Distributors, Inc.

Boston, MA
02/2013 → Present

Mfs Institutional Advisors Inc

Boston, MA

Previous Registrations

2006-05-17 → 2013-02-15

Blackrock Financial Management, Inc

Wilmington, DE

New York, NY
2004-10-12 → 2006-05-17

Blackrock Capital Management, Inc.

Wilmington, DE
2002-09-26 → 2004-05-12

Fidelity Personal Trust Company, Fsb

Wilmington, DE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-09-11
S63	Uniform Securities Agent State Law Examination	1997-08-20

S65 Uniform Investment Adviser Law Examination

2002-09-11
S63 Uniform Securities Agent State Law Examination

1997-08-20

Other Names

Steve D. Burkhardt
Steven Burkhardt

View on SEC IAPD

Other Firms

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LONGWOOD MANAGEMENT LLC

ADVENT INTERNATIONAL, L.P.

NEW HERITAGE CAPITAL, LLC

WUXI HEALTHCARE VENTURES MANAGEMENT US LLC

NEWPATH MANAGEMENT, L.P.

Other Investors

JOSHUA WEBSTER JONES

STEPHEN ELLSWORTH JOHNSON

CHRISTOPHER MICHAEL HAGAN

ALDEN Wakefield WITMAN

JEFFREY ABRAHAM BESHANSKY

Holly A Dumlupinar

Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA

BAYPINE HOLDINGS LP · BOSTON, MA

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

LONGWOOD MANAGEMENT LLC · BOSTON, MA

ADVENT INTERNATIONAL, L.P. · BOSTON, MA

NEW HERITAGE CAPITAL, LLC · BOSTON, MA

WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA

NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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