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Current Employers
William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-02
  • PA RA
    APPROVED
    Since 2024-05-02

Branch Locations

101 West Elm Street Suite 630, Conshohocken, PA 19428 • United States

Ambler, 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Jenkintown PA 02/2016 05/2024
William Blair And Company Llc Wyncote PA 05/2024 Present
Previous Registrations
Other Businesses

(1) Legacy Youth Tennis and Education Address: Philadelphia, PA Nature of the Business: Board Member/Officer/Director Position/Title: Advisor Investment Related:No Start Date: 04/13/2016 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Advisory Board supports the Executive committee efforts. We meet twice per year. (2) Philadelphia Sports Congress Address: Philadelphia, PA Nature of the Business: Board Member/Officer/Director Position/Title: Advisor Investment Related:No Start Date: 04/13/2016 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: Organization meets twice per year advising the Philadelphia Convention Bureau on sports related opportunities to attract to the city. (3) The Barnes Foundation Address: Philadelphia, PA Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related:Yes Start Date: 04/17/2018 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0 Description of duties: Ambassador and advisory board

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-10
S63 Uniform Securities Agent State Law Examination 1985-08-07
  • S65 Uniform Investment Adviser Law Examination
    2006-02-10
  • S63 Uniform Securities Agent State Law Examination
    1985-08-07

View on SEC IAPD

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