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Reading the graph
Advisor at WILLIAM BLAIR & COMPANY L.L.C.
CHICAGO, IL | DENVER, CO
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 | Jun 25, 2026 | n/a | yes | CHICAGO, IL|CHICAGO, IL|CHICAGO, IL|DENVER, CO | Current employment |
| RAYMOND JAMES INVESTMENT MANAGEMENT | Asset manager | Jun 6, 2025 | Jun 10, 2026 | no | Highlands Ranch, CO|ST PETERSBURG, FL | Previous registration |
| ADVISORS ASSET MANAGEMENT, INC. | Mixed wealth | Jul 16, 2019 | Apr 4, 2025 | no | HIGHLANDS RANCH, CO|MONUMENT, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES INVESTMENT MANAGEMENT | WILLIAM BLAIR & COMPANY L.L.C. | Jun 10, 2026 | Jun 25, 2026 | 15 | Firm change | Other |
| ADVISORS ASSET MANAGEMENT, INC. | RAYMOND JAMES INVESTMENT MANAGEMENT | Apr 4, 2025 | Jun 6, 2025 | 63 | Firm change | Other |