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Patrick John Carroll

Mfs Institutional Advisors Inc.

Boston, MA

Atlanta, GA

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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 2020-04-08
  • MA RA
    APPROVED
    Since 2020-04-08

Branch Locations

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

Atlanta, GA • 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
Hartford Investment Financial Services, Llc Radnor PA 12/2012 03/2020
Mfs Fund Distributors, Inc. Boston MA 03/2020 Present
Mfs Institutional Advisors Inc. Boston MA 03/2020 Present
  • 12/2012 → 03/2020
    Hartford Investment Financial Services, Llc
    Radnor, PA
  • 03/2020 → Present
    Mfs Fund Distributors, Inc.
    Boston, MA
  • 03/2020 → Present
    Mfs Institutional Advisors Inc.
    Boston, MA
Previous Registrations
  • 2015-02-12 → 2020-03-17
    Hartford Funds
    Atlanta, GA
    Wayne, PA
    Atlanta, GA
    Atlanta, GA
  • 2014-04-09 → 2014-12-31
    Hartford Funds
    Atlanta, GA
    Wayne, PA
  • 2009-09-28 → 2010-11-30
    Directed Services Llc
    West Chester, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-25
S63 Uniform Securities Agent State Law Examination 2008-06-03
  • S65 Uniform Investment Adviser Law Examination
    2009-09-25
  • S63 Uniform Securities Agent State Law Examination
    2008-06-03

View on SEC IAPD

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Other Investors

JOHN KENNEDY
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

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