DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Mfs Institutional Advisors Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Andrew David MessnerMfs Institutional Advisors Inc. otherTouchstone Advisors Inc asset managerOtherNov 28, 2025Dec 18, 2025
Anthony Michael IskandarMfs Institutional Advisors Inc. otherJohn Hancock Investment Management LLC asset managerOtherNov 25, 2025Dec 18, 2025
Daniela MendezMfs Institutional Advisors Inc. otherCapital Client Group, Inc. no RAUMOtherNov 11, 2025Dec 23, 2025 (42 d)
Hudson Charles WalkerMfs Institutional Advisors Inc. otherCapital Client Group, Inc. no RAUMOtherMar 4, 2025Mar 20, 2025
Carlin ChampionMfs Institutional Advisors Inc. otherColumbia Management Investment Advisers, LLC asset managerOtherNov 4, 2024Nov 27, 2024
Max Alan LepleyMfs Institutional Advisors Inc. otherKanani Advisory Group Inc. independent RIAOtherMay 29, 2024Oct 17, 2024 (141 d)
Sean Keenan MahoneyMfs Institutional Advisors Inc. otherEdward Jones national BDOtherFeb 27, 2024Feb 26, 2024
Owen Robert FlanaganMfs Institutional Advisors Inc. otherCommonwealth Financial Network national BDOtherMar 16, 2023Apr 5, 2023
Samuel Wade PerryMfs Institutional Advisors Inc. otherSanctuary Advisors, LLC BD affiliatedOtherMar 1, 2023Mar 1, 2023
Paul Judson PilcherMfs Institutional Advisors Inc. otherArkadios Wealth Advisors BD affiliatedOtherApr 29, 2022Apr 26, 2022
David SzaboMfs Institutional Advisors Inc. otherFidelity Personal And Workplace Advisors BD affiliatedOtherJul 21, 2021Sep 19, 2022 (425 d)
Michael Joseph DebiaseMfs Institutional Advisors Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 25, 2021Aug 12, 2019
Garrett DuchesneMfs Institutional Advisors Inc. otherMorgan Stanley wirehouseOtherOct 13, 2020Nov 2, 2020
David KemmererMfs Institutional Advisors Inc. otherBluebird Wealth Management LLC independent RIAOtherNov 9, 2018Jun 18, 2019 (221 d)
Natalia RodriguezMfs Institutional Advisors Inc. otherSantander Securities otherOtherApr 11, 2017Apr 4, 2017
Steven William HeckMfs Institutional Advisors Inc. otherEaton Vance Management otherOtherFeb 27, 2014Mar 10, 2014
Brendan Michael GillMfs Institutional Advisors Inc. otherNeuberger Berman Bd LLC otherOtherAug 24, 2012Sep 4, 2012
James Mark PolitoMfs Institutional Advisors Inc. otherBny Mellon Securities Corporation otherOtherAug 24, 2012Sep 3, 2012
Mark A MahoneyMfs Institutional Advisors Inc. otherThomaspartners, Inc. otherOtherJul 12, 2011Aug 2, 2011
David G CapelleMfs Institutional Advisors Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 29, 2011Jan 26, 2012 (211 d)
James MakiMfs Institutional Advisors Inc. otherEaton Vance Management otherOtherJun 13, 2008Aug 12, 2008 (60 d)
Victor S CurtisMfs Institutional Advisors Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 11, 2008Mar 11, 2008
Jeffrey Charlton CloughMfs Institutional Advisors Inc. otherNatixis Advisors, LLC otherOtherSep 18, 2007Oct 18, 2007
Christopher Luke WeissMfs Institutional Advisors Inc. otherEvergreen Investment Management Co unclassifiedOtherApr 18, 2007Jul 2, 2009 (806 d)
Robert Daniel VigneauxMfs Institutional Advisors Inc. otherEvergreen Investment Management Co unclassifiedOtherApr 9, 2007May 18, 2009 (770 d)
Joseph J TrainorMfs Institutional Advisors Inc. otherBoston Hill Advisors, LLC otherOtherJan 13, 2004Apr 25, 2008 (1564 d)
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26 moves match.