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150 North Riverside Plaza, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-06 |
Branch Locations
101 West Elm Street Suite 630, Conshohocken, PA 19428 • United States
Bryn Mawrn, 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments | Oaks | PA | 08/2016 | 08/2017 |
| Sei Investments | Oaks | PA | 08/2017 | 11/2017 |
| Sei Investments | Oaks | PA | 11/2017 | 07/2019 |
| Brown Brothers Harriman | Philadelphia | PA | 07/2019 | 09/2022 |
| William Blair | Philadelphia | PA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
| S65 | Uniform Investment Adviser Law Examination | 2018-01-30 |
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