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Reading the graph
Advisor at PERFORMANCE WEALTH
HINSDALE, 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 |
|---|---|---|---|---|---|---|
| PERFORMANCE WEALTH | Independent wealth | Jan 26, 2021 | n/a | yes | HINSDALE, IL | Current employment |
| WILLIAM BLAIR & COMPANY L.L.C. | Bd affiliated wealth | Sep 22, 2016 | Feb 9, 2021 | no | CHICAGO, IL|CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY L.L.C. | PERFORMANCE WEALTH | Feb 9, 2021 | Jan 26, 2021 | -14 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 1252:311735:IL:2021-02-09 | Feb 9, 2021 | Jan 26, 2021 | CHICAGO, IL | Firm change |