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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 2022-10-25
  • MA RA
    APPROVED
    Since 2022-10-25

Branch Locations

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

Norwell, MA • 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
Putnam Inv/Putnam Retail Management Andover MA 07/2013 02/2017
Mfs Fund Distributors, Inc. Boston MA 02/2016 Present
  • 07/2013 → 02/2017
    Putnam Inv/Putnam Retail Management
    Andover, MA
  • 02/2016 → Present
    Mfs Fund Distributors, Inc.
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-10-08
  • S63 Uniform Securities Agent State Law Examination
    2013-10-08
Designations

View on SEC IAPD

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