DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WILLIAM BLAIR & COMPANY L.L.C.
CHICAGO, IL | ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY L.L.C. | Bd affiliated wealth | Nov 8, 2021 | n/a | yes | ATLANTA, GA|CHICAGO, IL|CHICAGO, IL|ATLANTA, GA | Current employment |
| MORGAN STANLEY | Wirehouse | May 26, 2011 | Oct 8, 2021 | no | Atlanta, GA|Atlanta, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 8, 2006 | May 31, 2011 | no | ATLANTA, GA|ALPHARETTA, GA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Mar 8, 2002 | Mar 17, 2006 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WILLIAM BLAIR & COMPANY L.L.C. | Oct 8, 2021 | Nov 8, 2021 | 31 | Firm change | Wirehouse to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | May 31, 2011 | May 26, 2011 | -5 | Firm change | Wirehouse to wirehouse |
| UBS FINANCIAL SERVICES INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 17, 2006 | Mar 8, 2006 | -9 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:1252:GA:2021-10-08 | Oct 8, 2021 | Nov 8, 2021 | ATLANTA, GA | Firm change |