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.

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 30, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

May 30, 2002

First registration

Sep 7, 2004

Dual registered

yes, broker-dealer

IAPD individual key

2815519

• Occurred

  May 23, 2023
  Advisor changed firm

  Mark Newman Warren left Morgan Stanley for William Blair & Company L.L.C. (registered 2023-05-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5ecbf29d-a0fc-2e24-de00-d99191a1c661

First observed

Sep 7, 2004

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.