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Reading the graph
Advisor at WILLIAM BLAIR & COMPANY L.L.C.
PHOENIX, MD | BALTIMORE, MD | 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 | May 1, 2026 | n/a | yes | PHOENIX, MD|BALTIMORE, MD|CHICAGO, IL|CHICAGO, IL | Current employment |
| CHAPIN DAVIS ASSET MANAGEMENT | Independent wealth | Oct 16, 2009 | May 1, 2026 | no | BALTIMORE, MD|BALTIMORE, MD|BALTIMORE, MD | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Dec 15, 2006 | Oct 6, 2009 | no | HUNT VALLEY, MD | Previous registration |
| MOUNT VERNON ASSOCIATES INC | Independent wealth | Nov 11, 2003 | Nov 6, 2006 | no | BALTIMORE, MD | Previous registration |
| DEUTSCHE BANK SECURITIES INC. | No RAUM reported | Aug 23, 1999 | Jul 24, 2003 | no | BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHAPIN DAVIS ASSET MANAGEMENT | WILLIAM BLAIR & COMPANY L.L.C. | May 1, 2026 | May 1, 2026 | 0 | Firm change | RIA to ibd |
| UBS FINANCIAL SERVICES INC. | CHAPIN DAVIS ASSET MANAGEMENT | Oct 6, 2009 | Oct 16, 2009 | 10 | Firm change | Other |
| MOUNT VERNON ASSOCIATES INC | UBS FINANCIAL SERVICES INC. | Nov 6, 2006 | Dec 15, 2006 | 39 | Firm change | Other |
| DEUTSCHE BANK SECURITIES INC. | MOUNT VERNON ASSOCIATES INC | Jul 24, 2003 | Nov 11, 2003 | 110 | Firm change | Other |