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Advisor at WILLIAM BLAIR & COMPANY L.L.C.
BATAVIA, IL | CHICAGO, IL
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 | Dec 10, 2022 | n/a | yes | CHICAGO, IL|CHICAGO, IL|CHICAGO, IL|BATAVIA, IL | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Nov 13, 2009 | Mar 8, 2013 | no | ROMEOVILLE, IL|PLAINFIELD, IL|SHOREWOOD, IL|PLAINFIELD, IL|BOLLINGBROOK, IL|WOODRIDGE, IL|JOLIET, IL|LOCKPORT, IL|CREST HILL, IL|NAPERVILLE, IL | Previous registration |
| NATCITY INVESTMENTS, INC. | n/a | Jan 14, 2008 | Nov 13, 2009 | no | ROMEOVILLE, IL|JOLIET, IL|PLAINFIELD, IL|LOCKPORT, IL|CREST HILL, IL|BOLLINGBROOK, IL|WOODRIDGE, IL|SHOREWOOD, IL|PLAINFIELD, IL|PLAINFIELD, IL | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | May 10, 2006 | Jan 31, 2008 | no | PLAINFIELD, IL|PLAINFIELD, IL|ROMEOVILLE, IL|NAPERVILLE, IL|CLARENDON HILLS, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | WILLIAM BLAIR & COMPANY L.L.C. | Mar 8, 2013 | Dec 10, 2022 | 3,564 | Firm change after gap | Other |
| NATCITY INVESTMENTS, INC. | PNC WEALTH MANAGEMENT | Nov 13, 2009 | Nov 13, 2009 | 0 | Bulk transfer | Other |
| INVEST FINANCIAL CORPORATION | NATCITY INVESTMENTS, INC. | Jan 31, 2008 | Jan 14, 2008 | -17 | Firm change | Other |