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150 North Riverside Plaza, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-04 |
Branch Locations
101 West Elm Street Suite 630, Conshohocken, PA 19428 • United States
150 North Riverside Plaza, Chicago, IL 60606 • United States
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Springbank Advisory Llc | Philadelphia | PA | 05/2016 | Present |
| The Rondout Group | High Falls | NY | 08/2016 | 10/2023 |
| Dalkeith Group, Llc | High Falls | NY | 09/2018 | 10/2023 |
| William Blair | Radnor | PA | 07/2024 | Present |
SPRINGBANK ADVISORY LLC, NOT INVESTMENT-RELATED, 2124 GREEN STREET, PHILADELPHIA, PA 19130, CONSULTING, MANAGING MEMBER (100% OWNER), 3 MAY 2016, 0 HOURS SPENT PER MONTH, 0 HOURS PER MONTH DURING TRADING HOURS, CONSULTING (IN PROCESS OF CLOSING)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-10 |
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