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Advisor at MFS INSTITUTIONAL ADVISORS INC.
Boston, MA | BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MFS INSTITUTIONAL ADVISORS INC. | Other adviser | Apr 10, 2026 | n/a | yes | Boston, MA|BOSTON, MA | Current employment |
| PUTNAM INVESTMENT MANAGEMENT, LLC | Asset manager | May 25, 2022 | May 28, 2024 | no | BOSTON, MA | Previous registration |
| AMUNDI ASSET MANAGEMENT US, INC. | Former SEC adviser | Jan 4, 2021 | May 6, 2022 | no | BOSTON, MA | Previous registration |
| AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | Former SEC adviser | Jun 9, 2020 | Dec 31, 2020 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PUTNAM INVESTMENT MANAGEMENT, LLC | MFS INSTITUTIONAL ADVISORS INC. | May 28, 2024 | Apr 10, 2026 | 682 | Firm change after gap | Other |
| AMUNDI ASSET MANAGEMENT US, INC. | PUTNAM INVESTMENT MANAGEMENT, LLC | May 6, 2022 | May 25, 2022 | 19 | Firm change | Other |
| AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | AMUNDI ASSET MANAGEMENT US, INC. | Dec 31, 2020 | Jan 4, 2021 | 4 | Bulk transfer | Other |