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Advisor at CLASS VI FAMILY OFFICE, LLC
DENVER, CO
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 |
|---|---|---|---|---|---|---|
| CLASS VI FAMILY OFFICE, LLC | Independent wealth | Aug 6, 2025 | n/a | yes | DENVER, CO | Current employment |
| WILLIAM BLAIR & COMPANY L.L.C. | Bd affiliated wealth | Jul 22, 2021 | Aug 14, 2025 | no | CHICAGO, IL|CHICAGO, IL|DENVER, CO|CHICAGO, IL|DENVER, CO | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 16, 2012 | Jul 23, 2021 | no | DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY L.L.C. | CLASS VI FAMILY OFFICE, LLC | Aug 14, 2025 | Aug 6, 2025 | -8 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WILLIAM BLAIR & COMPANY L.L.C. | Jul 23, 2021 | Jul 22, 2021 | -1 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:1252:CO:2021-07-23 | Jul 23, 2021 | Jul 22, 2021 | DENVER, CO | Firm change |