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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)21 years in industry

JOSHUA PAUL WALSHE

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

CHICAGO, IL | SACHSE, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2005 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: Feb 8, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Feb 8, 2005
First registration: Mar 7, 2005
Dual registered: yes, broker-dealer
Other names: JOSHUA P WALSHE|JOSHUA WALSHE|JOSHUA PAUL WALSHE
IAPD individual key: 4389573

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	Apr 17, 2018	n/a	yes	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|SACHSE, TX	Current employment
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Dec 15, 2015	Oct 12, 2017	no	FORT WORTH, TX	Previous registration
HUBER FINANCIAL	Former SEC adviser	Mar 6, 2010	Apr 13, 2018	no	LINCOLNSHIRE, IL	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Nov 10, 2008	Dec 15, 2015	no	FORT WORTH, TX\|FORT WORTH, TX	Previous registration
STANFORD GROUP COMPANY	n/a	Nov 1, 2007	Oct 6, 2008	no	DALLAS, TX	Previous registration
BNY INVESTMENT CENTER INC.	n/a	Dec 2, 2005	Nov 1, 2007	no	DALLAS, TX\|DALLAS, TX\|DALLAS, TX	Previous registration
LOCKWOOD FINANCIAL SERVICES, INC.	n/a	Mar 7, 2005	Dec 13, 2005	no	DALLAS, TX	Previous registration
PERSHING LLC	n/a	Mar 7, 2005	Dec 13, 2005	no	DALLAS, TX	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
HUBER FINANCIAL	FIRST COMMAND ADVISORY SERVICES	Apr 13, 2018	Dec 15, 2015	-850	Firm change after gap	Other
FIRST COMMAND ADVISORY SERVICES	WILLIAM BLAIR & COMPANY L.L.C.	Oct 12, 2017	Apr 17, 2018	187	Firm change	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	HUBER FINANCIAL	Dec 15, 2015	Mar 6, 2010	-2,110	Firm change after gap	Other
STANFORD GROUP COMPANY	FIRST COMMAND FINANCIAL PLANNING, INC.	Oct 6, 2008	Nov 10, 2008	35	Firm change	Other
BNY INVESTMENT CENTER INC.	STANFORD GROUP COMPANY	Nov 1, 2007	Nov 1, 2007	0	Firm change	Other
LOCKWOOD FINANCIAL SERVICES, INC.	PERSHING LLC	Dec 13, 2005	Mar 7, 2005	-281	Firm change after gap	Other
PERSHING LLC	BNY INVESTMENT CENTER INC.	Dec 13, 2005	Dec 2, 2005	-11	Firm change	Other

Relationships

Registered with (8)

→ WILLIAM BLAIR & COMPANY L.L.C.Registered adviserregistration: current employment
Apr 17, 2018 to presentfactForm ADV
→ HUBER FINANCIALRegistered adviserregistration: previous registration
Mar 6, 2010 to Apr 13, 2018factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 15, 2015 to Oct 12, 2017factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Nov 10, 2008 to Dec 15, 2015factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Nov 1, 2007 to Oct 6, 2008factForm ADV
→ BNY INVESTMENT CENTER INC.Registered adviserregistration: previous registration
Dec 2, 2005 to Nov 1, 2007factForm ADV
→ LOCKWOOD FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 7, 2005 to Dec 13, 2005factForm ADV
→ PERSHING LLCRegistered adviserregistration: previous registration
Mar 7, 2005 to Dec 13, 2005factForm ADV

Dated events

No dated event names this entity yet.