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111 Huntington Avenue, Boston, MA 02199-7618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2007-03-05 |
Branch Locations
111 Huntington Avenue, Boston, MA 02199-7618 • United States
Boston, MA • United States
Key West, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston | MA | 05/2005 | Present |
| Mfs Institutional Advisors, Inc. | Boston | MA | 02/2007 | Present |
As of January 2026, partner at White Street Pizza, 110 White Street, Key West, FL 33042 for approximately 1 hour per month. This position is not investment related and not generally performed during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-01 |
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