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

Arrivals at 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.

Advisor	From	To	Type	Left	Registered
Scott Dutcher	T. Rowe Price Associates, Inc. asset manager	Mfs Institutional Advisors Inc. other	Other	Mar 26, 2026	Apr 23, 2026
Patrick Mueller	John Hancock Investment Management LLC asset manager	Mfs Institutional Advisors Inc. other	Other	Dec 17, 2025	Jan 27, 2026 (41 d)
Natalie B Ochoa	Morgan Stanley wirehouse	Mfs Institutional Advisors Inc. other	Other	Jul 10, 2025	Aug 1, 2025
Paul Francis Cooney	T. Rowe Price Associates, Inc. asset manager	Mfs Institutional Advisors Inc. other	Other	Jun 2, 2025	Jul 21, 2025 (49 d)
Christopher Robert Callahan	Columbia Management Investment Advisers, LLC asset manager	Mfs Institutional Advisors Inc. other	Other	May 23, 2025	Jul 3, 2025 (41 d)
Jack Bernard Mccaffrey	Amundi Asset Management US, Inc. asset manager	Mfs Institutional Advisors Inc. other	Other	Apr 25, 2025	Aug 25, 2025 (122 d)
Ryan Joseph Thelen	John Hancock Investment Management LLC asset manager	Mfs Institutional Advisors Inc. other	Other	Mar 4, 2025	Apr 17, 2025 (44 d)
Lauren Mary Byrne	Columbia Management Investment Advisers, LLC asset manager	Mfs Institutional Advisors Inc. other	Other	Jul 31, 2024	Sep 6, 2024 (37 d)
William Arthur Oneil	Putnam Investment Management, LLC asset manager	Mfs Institutional Advisors Inc. other	Other	May 28, 2024	Apr 10, 2026 (682 d)
Daniela Mendez	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Mfs Institutional Advisors Inc. other	Other	Apr 1, 2024	Jun 10, 2024 (70 d)
Julia Lynmore Perry	Morgan Stanley wirehouse	Mfs Institutional Advisors Inc. other	Other	Feb 16, 2024	Mar 21, 2024 (34 d)
Michael Francis Dembro	Professional Planning Group independent RIA	Mfs Institutional Advisors Inc. other	Other	Oct 18, 2023	Jul 3, 2025 (624 d)
Joe Marcos Valencia	Capital Client Group, Inc. no RAUM	Mfs Institutional Advisors Inc. other	Other	May 16, 2023	Jul 25, 2023 (70 d)
Mitchell Alan Tofte	Capital Client Group, Inc. no RAUM	Mfs Institutional Advisors Inc. other	Other	Jul 19, 2022	Aug 23, 2022 (35 d)
Robert David Thomson	Mma Securities LLC no RAUM	Mfs Institutional Advisors Inc. other	Other	Apr 18, 2022	May 24, 2023 (401 d)
Patrick John Carroll	Hartford Funds asset manager	Mfs Institutional Advisors Inc. other	Other	Mar 17, 2020	Apr 8, 2020
Jason James Morski	New York Life Investment Management LLC asset manager	Mfs Institutional Advisors Inc. other	Other	Jan 28, 2020	Jul 21, 2020 (175 d)
Carlin Champion	Edward Jones national BD	Mfs Institutional Advisors Inc. other	Other	Nov 27, 2018	Jan 8, 2019 (42 d)
Garrett Duchesne	UBS Financial Services Inc. wirehouse	Mfs Institutional Advisors Inc. other	Other	Oct 24, 2018	Dec 6, 2018 (43 d)
James William Hakewill	Manning & Napier Advisors, LLC other	Mfs Institutional Advisors Inc. other	Other	Jun 6, 2017	Jun 26, 2017
Janet Ann Oliver	Blackrock Financial Management, Inc other	Mfs Institutional Advisors Inc. other	Other	Aug 2, 2016	Sep 12, 2016 (41 d)
Paul Judson Pilcher	Neuberger Berman Bd LLC other	Mfs Institutional Advisors Inc. other	Other	Mar 22, 2016	Apr 26, 2016 (35 d)
Karen Lorraine Ireland	Amundi Pioneer Institutional Asset Management, Inc. other	Mfs Institutional Advisors Inc. other	Other	Aug 11, 2015	Dec 21, 2015 (132 d)
Andrew David Messner	Mcadam LLC other	Mfs Institutional Advisors Inc. other	Other	Jul 16, 2015	Aug 14, 2015
David Szabo	Barclays Capital Inc. other	Mfs Institutional Advisors Inc. other	Other	Dec 10, 2014	Jan 13, 2015 (34 d)
Kevin Dale Britt	Invesco Advisers, Inc. other	Mfs Institutional Advisors Inc. other	Other	Sep 18, 2014	Oct 6, 2014
Hudson Charles Walker	Lord, Abbett & Co. LLC other	Mfs Institutional Advisors Inc. other	Other	Jul 28, 2014	Sep 2, 2014 (36 d)
Samuel Wade Perry	Edward Jones national BD	Mfs Institutional Advisors Inc. other	Other	Apr 30, 2014	May 27, 2014
Graham Thomas Kimmerer	Morgan Stanley wirehouse	Mfs Institutional Advisors Inc. other	Other	Dec 12, 2013	Mar 31, 2014 (109 d)
Steven David Burkhardt	Blackrock Financial Management, Inc other	Mfs Institutional Advisors Inc. other	Other	Feb 15, 2013	Mar 25, 2013 (38 d)
Andy Odinga Tyndall	Lord, Abbett & Co. LLC other	Mfs Institutional Advisors Inc. other	Other	Jan 17, 2013	Mar 4, 2013 (46 d)
Lori Panuccio Hubbard	Morgan Keegan & Company, LLC other	Mfs Institutional Advisors Inc. other	Other	Dec 20, 2012	Jul 30, 2014 (587 d)
Serge Pierre-Louis	Edward Jones national BD	Mfs Institutional Advisors Inc. other	Other	Aug 21, 2012	Oct 15, 2012 (55 d)
Thomas Patrick Shanley	Credit Suisse Securities (USA) LLC other	Mfs Institutional Advisors Inc. other	Other	Jun 29, 2012	Mar 31, 2014 (640 d)
Kurt Allen Beal	Dws Investment Management Americas, Inc. other	Mfs Institutional Advisors Inc. other	Other	Oct 19, 2011	Aug 1, 2012 (287 d)
John Patrick Garrett	Natixis Advisors, LLC other	Mfs Institutional Advisors Inc. other	Other	Jul 11, 2011	Jul 28, 2011
Anthony Michael Iskandar	Putnam Investment Management, LLC other	Mfs Institutional Advisors Inc. other	Other	Jan 19, 2011	May 15, 2012 (482 d)
Russell Robert Kilpatrick	Blackrock Financial Management, Inc other	Mfs Institutional Advisors Inc. other	Other	May 19, 2010	Jan 6, 2011 (232 d)
David Kemmerer	Chase Investment Services Corp. other	Mfs Institutional Advisors Inc. other	Other	Mar 17, 2010	Apr 21, 2010 (35 d)
Robert Ferguson	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Mfs Institutional Advisors Inc. other	Other	Jan 21, 2010	Feb 22, 2010 (32 d)
Victor S Curtis	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Mfs Institutional Advisors Inc. other	Other	Jun 23, 2009	Jul 30, 2009 (37 d)
David G Capelle	Bofa Advisors, LLC other	Mfs Institutional Advisors Inc. other	Other	Jun 20, 2006	Jul 3, 2006
Peter Denis Loncto	Nicholas-Applegate Capital Management LLC unclassified	Mfs Institutional Advisors Inc. other	Other	Mar 13, 2006	Jan 2, 2025 (6870 d)
David Gilbert Martinez	Van Kampen Advisors Inc unclassified	Mfs Institutional Advisors Inc. other	Other	Jan 23, 2006	Mar 21, 2006 (57 d)
Philip William Martin	Bofa Advisors, LLC other	Mfs Institutional Advisors Inc. other	Other	Sep 21, 2005	Oct 12, 2005
Brendan Michael Gill	Lincoln Financial Distributors, Inc. unclassified	Mfs Institutional Advisors Inc. other	Other	Mar 18, 2004	Feb 13, 2006 (697 d)

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46 moves match.