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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)19 years in industry

MONICA LYNN KAMINSKI

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

CHICAGO, IL | OSWEGO, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 24, 2007 to Sep 14, 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: Aug 24, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: May 7, 2022
First registration: Aug 24, 2007
Dual registered: yes, broker-dealer
Other names: MONICA ROBINSON|MONICA LYNN ROBINSON
IAPD individual key: 5098600

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	Jun 21, 2022	n/a	yes	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|OSWEGO, IL	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 4, 2008	May 15, 2012	no	Chicago, IL\|OAKBROOK TERRACE, IL	Previous registration
CALAMOS WEALTH MANAGEMENT LLC	Independent wealth	Oct 26, 2007	Jun 30, 2008	no	NAPERVILLE, IL	Previous registration
CALAMOS ADVISORS LLC	Asset manager	Aug 24, 2007	Oct 17, 2007	no	NAPERVILLE, 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
J.P. MORGAN SECURITIES LLC	WILLIAM BLAIR & COMPANY L.L.C.	May 15, 2012	Jun 21, 2022	3,689	Firm change after gap	Wirehouse to ibd
CALAMOS WEALTH MANAGEMENT LLC	J.P. MORGAN SECURITIES LLC	Jun 30, 2008	Dec 4, 2008	157	Firm change	Other
CALAMOS ADVISORS LLC	CALAMOS WEALTH MANAGEMENT LLC	Oct 17, 2007	Oct 26, 2007	9	Firm change	Other

Relationships

Registered with (4)

→ WILLIAM BLAIR & COMPANY L.L.C.Registered adviserregistration: current employment
Jun 21, 2022 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Dec 4, 2008 to May 15, 2012factForm ADV
→ CALAMOS WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 26, 2007 to Jun 30, 2008factForm ADV
→ CALAMOS ADVISORS LLCRegistered adviserregistration: previous registration
Aug 24, 2007 to Oct 17, 2007factForm ADV

Dated events

No dated event names this entity yet.