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LORI PANUCCIO Hubbard
LORI ANNE PANUCCIO, LORI PANUCCIO SCHOPF
CRD#: 5319866
IA
Investment Adviser
B
Broker
MFS INSTITUTIONAL ADVISORS INC.CRD#: 107144 Oak Ridge, NC
MFS FUND DISTRIBUTORS, INC.CRD#: 31052 Oak Ridge, NC
Registration History
20082010201220142016201820202022202420262 FIRMS2007 - 2007 (<1 year)2 FIRMS2007 - 2009 (1 year)2 FIRMS2009 - 2011 (1 year)2 FIRMS2011 - 2012 (1 year)IAMFS INSTITUTIONAL ADVISORS INC. (CRD# 107144)2014 - Present (10 years)BMFS FUND DISTRIBUTORS, INC. (CRD# 31052)2013 - Present (11 years)BPALMETTO ADVISORY GROUP (CRD# 150270)2013 - 2013 (<1 year)
License(s)

State Registrations

IA
Massachusetts 7/30/2014

B
Tennessee 9/13/2013

B
North Carolina 9/13/2013

B
Virginia 9/13/2013

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MFS INSTITUTIONAL ADVISORS INC. (CRD#:107144)
Oak Ridge, NC
Registered with this firm since 7/30/2014

B
MFS FUND DISTRIBUTORS, INC. (CRD#:31052)
Oak Ridge, NC
Registered with this firm since 9/13/2013

Previous Registration(s)
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B
01/07/2013 - 08/26/2013 PALMETTO ADVISORY GROUP (CRD#:150270) KIAWAH ISLAND, SC
IA
02/17/2011 - 12/20/2012 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) GREENVILLE, SC
B
02/16/2011 - 12/20/2012 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) GREENVILLE, SC
IA
07/01/2009 - 01/31/2011 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. (CRD#:106800) BOSTON, MA
B
07/01/2009 - 01/31/2011 NATIXIS DISTRIBUTORS, L.P. (CRD#:34754) BOSTON, MA
IA
12/04/2007 - 07/10/2009 COLUMBIA MANAGEMENT ADVISORS, LLC (CRD#:107900) BOSTON, MA
B
12/04/2007 - 07/10/2009 COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (CRD#:30683) BOSTON, MA
IA
11/19/2007 - 11/20/2007 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) GREENVILLE, SC
B
08/01/2007 - 11/20/2007 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) GREENVILLE, SC
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.