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Current Employers
William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-01
FL RA APPROVED 2026-06-24
NY RA APPROVED 2026-05-19
  • IL RA
    APPROVED
    Since 2026-07-01
  • FL RA
    APPROVED
    Since 2026-06-24
  • NY RA
    APPROVED
    Since 2026-05-19

Branch Locations

The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States

150 North Riverside Plaza, Chicago, IL 60606 • United States

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

Palm Beach Gardens, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Manning & Napier Advisors, Llc Fairport NY 03/2014 05/2026
Manning & Napier Investor Services, Inc. Fairport NY 03/2014 Present
Previous Registrations
Other Businesses

EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. Zedhead, LLC - Consulting: 2022-Present, Non-Investment Related (Zero hours during trading hours). Italian American Club of the North Palm Beaches - BOARD MEMBER/Sergeant at Arms , 06/2025- PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS);

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-03
S63 Uniform Securities Agent State Law Examination 2001-05-18
  • S66 Uniform Combined State Law Examination
    2014-04-03
  • S63 Uniform Securities Agent State Law Examination
    2001-05-18

View on SEC IAPD

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