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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2019-02-07 |
| IL | RA | APPROVED | 2018-10-05 |
Branch Locations
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES
345 California Street Suite 2700, San Francisco, CA 94104 • United States
150 North Riverside Plaza, Chicago, IL 60606 • United States
San Francisco, CA • 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 Advisors Llc | San Francisco | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | Present |
H&Q SEATTLE INVESTORS L.P.; INV RELATED; SAN FRANCISCO, CA; .02% OWNERSHIP; START 01/30/1996; NO TIME DEVOTED. GARABEDIAN EQUIPMENT; 10764 ALTA AVENUE, DINUBA CALIFORNIA; TRANSPORTATION EQUIPMENT SALES; PROPERTY OWNER; START DATE 8/1/2018; 0 HOURS; NO DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-29 |
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