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Joe Marcos Valencia

Mfs Institutional Advisors Inc.

Boston, MA

Pinellas Park, FL

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Current Employers
Mfs Institutional Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-07-25
  • MA RA
    APPROVED
    Since 2023-07-25

Branch Locations

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

Pinellas Park, FL • 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
American Funds Los Angeles CA 01/2014 01/2022
American Funds Los Angeles CA 01/2022 05/2023
Mfs Fund Distributors, Inc. Boston MA 05/2023 Present
  • 01/2014 → 01/2022
    American Funds
    Los Angeles, CA
  • 01/2022 → 05/2023
    American Funds
    Los Angeles, CA
  • 05/2023 → Present
    Mfs Fund Distributors, Inc.
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-11
S63 Uniform Securities Agent State Law Examination 2006-03-16
  • S65 Uniform Investment Adviser Law Examination
    2014-03-11
  • S63 Uniform Securities Agent State Law Examination
    2006-03-16

View on SEC IAPD

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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

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