DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

WILLIAM FRANK MELKA

Advisor at WILLIAM BLAIR & COMPANY L.L.C.

WARRENVILLE, IL | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b1d7940-aa8c-8898-9208-99fbdeff8d9f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WILLIAM BLAIR & COMPANY L.L.C.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 8, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: May 8, 2001
First registration: Jan 3, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4353068

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WILLIAM BLAIR & COMPANY L.L.C.	Bd affiliated wealth	Aug 27, 2014	n/a	yes	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|WARRENVILLE, IL	Current employment
CALAMOS WEALTH MANAGEMENT LLC	Independent wealth	Feb 6, 2012	Aug 13, 2014	no	NAPERVILLE, IL	Previous registration
BARCLAYS CAPITAL INC.	Former SEC adviser	Jan 21, 2009	Mar 12, 2010	no	CHICAGO, IL	Previous registration
LEHMAN BROTHERS INC.	n/a	Feb 20, 2008	Oct 15, 2008	no	NEW YORK, NY\|CHICAGO, IL	Previous registration
NORTHERN TRUST SECURITIES, INC	Bd affiliated wealth	Jan 3, 2003	Jan 22, 2008	no	CHICAGO, IL\|CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CALAMOS WEALTH MANAGEMENT LLC	WILLIAM BLAIR & COMPANY L.L.C.	Aug 13, 2014	Aug 27, 2014	14	Firm change	Other
BARCLAYS CAPITAL INC.	CALAMOS WEALTH MANAGEMENT LLC	Mar 12, 2010	Feb 6, 2012	696	Firm change after gap	Other
LEHMAN BROTHERS INC.	BARCLAYS CAPITAL INC.	Oct 15, 2008	Jan 21, 2009	98	Bulk transfer	Other
NORTHERN TRUST SECURITIES, INC	LEHMAN BROTHERS INC.	Jan 22, 2008	Feb 20, 2008	29	Firm change	Other

Relationships

Registered with (5)

→ WILLIAM BLAIR & COMPANY L.L.C.Registered adviserregistration: current employment
Aug 27, 2014 to presentfactForm ADV
→ CALAMOS WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 6, 2012 to Aug 13, 2014factForm ADV
→ BARCLAYS CAPITAL INC.Registered adviserregistration: previous registration
Jan 21, 2009 to Mar 12, 2010factForm ADV
→ LEHMAN BROTHERS INC.Registered adviserregistration: previous registration
Feb 20, 2008 to Oct 15, 2008factForm ADV
→ NORTHERN TRUST SECURITIES, INCRegistered adviserregistration: previous registration
Jan 3, 2003 to Jan 22, 2008factForm ADV

Dated events

No dated event names this entity yet.