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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 2024-03-21
  • MA RA
    APPROVED
    Since 2024-03-21

Branch Locations

Boston, MA • United States

111 Huntington Avenue, Boston, MA 02199-7618 • 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
Mfs Fund Distributors, Inc. Boston MA 06/2020 08/2022
Mfs Investment Management Boston MA 01/2020 05/2020
Soulcycle Boston MA 08/2018 03/2020
Emerson College Boston MA 09/2019 03/2020
Glossier Boston MA 07/2019 08/2019
Emerson College Boston MA 09/2017 02/2019
Lochearn Camp For Girls Post Mills VT 06/2018 08/2018
Boston Park Plaza Boston MA 05/2017 08/2017
Madewell Boston MA 03/2017 05/2017
Emerson College Boston MA 08/2016 05/2020
Soul Cycle Chestnut Hill MA 08/2020 11/2020
Morgan Stanley Boston MA 02/2023 02/2024
Bric Arts & Media Brooklyn NY 08/2022 11/2022
Mfs Fund Distributors, Inc. Boston MA 02/2024 Present
  • 06/2020 → 08/2022
    Mfs Fund Distributors, Inc.
    Boston, MA
  • 01/2020 → 05/2020
    Mfs Investment Management
    Boston, MA
  • 08/2018 → 03/2020
    Soulcycle
    Boston, MA
  • 09/2019 → 03/2020
    Emerson College
    Boston, MA
  • 07/2019 → 08/2019
    Glossier
    Boston, MA
  • 09/2017 → 02/2019
    Emerson College
    Boston, MA
  • 06/2018 → 08/2018
    Lochearn Camp For Girls
    Post Mills, VT
  • 05/2017 → 08/2017
    Boston Park Plaza
    Boston, MA
  • 03/2017 → 05/2017
    Madewell
    Boston, MA
  • 08/2016 → 05/2020
    Emerson College
    Boston, MA
  • 08/2020 → 11/2020
    Soul Cycle
    Chestnut Hill, MA
  • 02/2023 → 02/2024
    Boston, MA
  • 08/2022 → 11/2022
    Bric Arts & Media
    Brooklyn, NY
  • 02/2024 → Present
    Mfs Fund Distributors, Inc.
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-30
S63 Uniform Securities Agent State Law Examination 2020-06-20
  • S65 Uniform Investment Adviser Law Examination
    2023-06-30
  • S63 Uniform Securities Agent State Law Examination
    2020-06-20
Other Names
  • Julia Perry
  • Julia Lynmore Perry
  • Julia L Perry

View on SEC IAPD

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