at


Investment Adviser Firm Summary

MFS INSTITUTIONAL ADVISORS INC. (CRD# 107144 / SEC# 801-46433)
Alternate Names: MFS INSTITUTIONAL ADVISORS INC.

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 05/06/1994

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 11/09/2004
Alaska 11/09/2004
Arizona 11/09/2004
Arkansas 11/09/2004
California 02/10/1995
Colorado 11/09/2004
Connecticut 11/09/2004
Delaware 11/09/2004
District of Columbia 11/09/2004
Florida 11/09/2004
Georgia 11/09/2004
Hawaii 11/09/2004
Idaho 11/09/2004
Illinois 08/07/1998
Indiana 11/09/2004
Iowa 11/09/2004
Kansas 11/09/2004
Kentucky 11/09/2004
Louisiana 11/09/2004
Maine 11/09/2004
Maryland 11/09/2004
Massachusetts 11/09/2004
Michigan 11/09/2004
Minnesota 11/09/2004
Mississippi 11/09/2004
Missouri 11/09/2004
Montana 11/09/2004
Nebraska 11/09/2004
Nevada 11/09/2004
New Hampshire 11/09/2004
New Jersey 11/09/2004
New Mexico 11/09/2004
New York 11/09/2004
North Carolina 11/09/2004
North Dakota 11/09/2004
Ohio 11/09/2004
Oklahoma 11/09/2004
Oregon 11/09/2004
Pennsylvania 07/12/2001
Puerto Rico 11/09/2004
Rhode Island 11/09/2004
South Carolina 11/09/2004
South Dakota 11/22/2004
Tennessee 08/30/2001
Texas 07/19/2001
Utah 11/09/2004
Vermont 11/09/2004
Virginia 07/12/2001
Washington 11/09/2004
West Virginia 11/09/2004
Wisconsin 11/09/2004
Wyoming 03/30/2018

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser