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William Blair CRD 1252
$64.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
150 North Riverside Plaza, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-11 |
Branch Locations
150 North Riverside Plaza, Chicago, IL 60606 • United States
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES
1166 Avenue Of The Americas Floor 20, New York, NY 10036-2774 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Financial Llc | Dallas | TX | 10/2021 | 04/2023 |
| Plainscapital Bank | Dallas | TX | 09/2020 | 09/2021 |
| William Blair | Dallas | TX | 04/2023 | Present |
| Concho Resources | Midland | TX | 05/2019 | 08/2019 |
| Rheem Manufacturing | Atlanta | GA | 05/2017 | 08/2017 |
| Southern Methodist University | Dallas | TX | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-13 |
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