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150 North Riverside Plaza, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-02 |
Branch Locations
101 West Elm Street Suite 630, Conshohocken, PA 19428 • United States
Bryn Mawr, PA • United States
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES
150 North Riverside Plaza, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisdomtree Asset Management, Inc. | New York | NY | 08/2015 | 06/2018 |
| Foreside Fund Services, Llc | New York | NY | 09/2015 | 07/2018 |
| Raymond James & Associates | Jenkintown | PA | 07/2018 | 05/2024 |
| William Blair And Company Llc | Wyncote | PA | 05/2024 | Present |
Bluebell Ventures; New York, NY, Investment related; Partner; 1 hour per month devoted to business; 0 hours per month during trading hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-29 |
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