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150 North Riverside Plaza, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-27 |
Branch Locations
Los Angeles, CA • United States
1900 Avenue Of The Stars Suite 500, Los Angeles, CA 90067 • United States
150 North Riverside Plaza, Chicago, IL 60606 • United States
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster Schools | Atlanta | GA | 08/2009 | 05/2020 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2020 | 05/2023 |
| Emory University | Atlanta | GA | 08/2023 | 05/2024 |
| Fifth Third Bank, N.A. | Atlanta | GA | 06/2024 | Present |
| Fifth Third Securities, Inc. | Atltanta | GA | 07/2024 | Present |
| William Blair | Los Angeles | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-12 |
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