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111 Huntington Avenue, Boston, MA 02199-7618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-20 |
Branch Locations
111 Huntington Avenue, Boston, MA 02199-7618 • United States
Hanover, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Capital Advisors | Boston | MA | 05/2016 | 11/2022 |
| Harbor Funds Distributors | Boston | MA | 05/2016 | 11/2022 |
| Artisan Partners Limited Partnership | Milwaukee | WI | 11/2022 | 06/2025 |
| Artisan Partners Distributors Llc | Milwaukee | WI | 03/2024 | 06/2025 |
| Mfs Fund Distributors, Inc. | Boston | MA | 07/2025 | Present |
| Mfs Institutional Advisors, Inc. | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
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