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

Nov 14, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

12derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65|S63

First exam

Nov 14, 2002

First registration

Nov 15, 2002

Dual registered

yes, broker-dealer

Other names

JACKIE MOSS|JACQUELINE ELIZABETH MOSS|JACQUELINE E. MOSS|JACKIE ETTEN|JACKIE M. ETTEN|JACQUELINE MOSS ETTEN|JACQUELINE ELIZABETH MOSS

IAPD individual key

3108158

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a21d4384-853b-af6a-253e-ba8e07668528

First observed

Nov 15, 2002

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.