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Advisor at MFS INSTITUTIONAL ADVISORS INC.
Scituate, 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 | Sep 6, 2024 | n/a | yes | Scituate, MA|BOSTON, MA | Current employment |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | Asset manager | Oct 6, 2014 | Jul 31, 2024 | no | BOSTON, MA | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Dec 4, 2013 | Sep 8, 2014 | no | BRENTWOOD, TN|NASHVILLE, TN|FRANKLIN, TN | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 15, 2013 | Nov 13, 2013 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | MFS INSTITUTIONAL ADVISORS INC. | Jul 31, 2024 | Sep 6, 2024 | 37 | Firm change | Other |
| FIFTH THIRD SECURITIES, INC. | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | Sep 8, 2014 | Oct 6, 2014 | 28 | Firm change | Other |
| STRATEGIC ADVISERS LLC | FIFTH THIRD SECURITIES, INC. | Nov 13, 2013 | Dec 4, 2013 | 21 | Firm change | Other |