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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 2024-07-09
  • MA RA
    APPROVED
    Since 2024-07-09

Branch Locations

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

Boxford, 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
Mfs Fund Distributors, Inc. Boston MA 10/2023 Present
Wellington Management Company Boston MA 09/2006 06/2023
Unemployed Boxford MA 06/2023 10/2023
  • 10/2023 → Present
    Mfs Fund Distributors, Inc.
    Boston, MA
  • 09/2006 → 06/2023
    Wellington Management Company
    Boston, MA
  • 06/2023 → 10/2023
    Unemployed
    Boxford, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-19
  • S66 Uniform Combined State Law Examination
    2024-06-19

View on SEC IAPD

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