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111 Huntington Avenue, Boston, MA 02199-7618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-06-26 |
Branch Locations
Saratoga Spring, NY • United States
111 Huntington Avenue, Boston, MA 02199-7618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 06/2010 | 06/2017 |
| Manning & Napier Advisors, Llc | Fairport | NY | 04/2014 | 06/2017 |
| Mfs Fund Distributors, Inc. | Boston | MA | 06/2017 | Present |
| Mfs Institutional Advisors, Inc. | Boston | MA | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2010-04-12 |
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