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150 North Riverside Plaza, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-04 |
Branch Locations
Santa Clarita, CA • United States
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES
1900 Avenue Of The Stars Suite 500, Los Angeles, CA 90067 • United States
150 North Riverside Plaza, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 03/2016 | 09/2018 |
| D.A. Davidson & Co. | Los Angeles | CA | 09/2018 | 10/2022 |
| Oppenheimer & Co. Inc. | Los Angeles | CA | 12/2022 | 09/2025 |
| Dynasty Financial Partners | Los Angeles | CA | 09/2025 | 01/2026 |
| William Blair | Los Angeles | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-29 |
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