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150 North Riverside Plaza, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-04 |
Branch Locations
345 California Street Suite 2700, San Francisco, CA 94104 • United States
150 North Riverside Plaza, Chicago, IL 60606 • United States
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/2015 | 06/2022 |
| Bank Of America, N.A. | San Francisco | CA | 02/2022 | 06/2022 |
| First Republic Securities Company, Llc | San Francisco | CA | 06/2022 | 05/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 06/2022 | 05/2023 |
| William Blair | San Francisco | CA | 05/2023 | Present |
| William Blair & Company L.L.C. | San Francisco | CA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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