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Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • EQUITY RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
William Blair

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-20
  • IL RA
    APPROVED
    Since 2023-07-20

Branch Locations

Arlington Heights, IL • United States

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

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • 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
William Blair Chicago IL 06/2021 Present
William Blair Chicago IL 06/2020 08/2020
William Blair Chicago IL 06/2019 08/2019
Mbs Textbooks Columbia MO 06/2018 08/2018
Arlington Heights Park District Arlington Heights IL 06/2015 08/2017
Student Columbia MO 08/2020 05/2021
Student Columbia MO 08/2019 06/2020
Student Columbia MO 08/2018 06/2019
Student Columbia MO 08/2017 06/2018
  • 06/2021 → Present
    Chicago, IL
  • 06/2020 → 08/2020
    Chicago, IL
  • 06/2019 → 08/2019
    Chicago, IL
  • 06/2018 → 08/2018
    Mbs Textbooks
    Columbia, MO
  • 06/2015 → 08/2017
    Arlington Heights Park District
    Arlington Heights, IL
  • 08/2020 → 05/2021
    Student
    Columbia, MO
  • 08/2019 → 06/2020
    Student
    Columbia, MO
  • 08/2018 → 06/2019
    Student
    Columbia, MO
  • 08/2017 → 06/2018
    Student
    Columbia, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-20
  • S66 Uniform Combined State Law Examination
    2023-07-20

View on SEC IAPD

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