DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from William Blair & Company L.L.C.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ted Hamstra | William Blair & Company L.L.C. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 2, 2026 | Aug 19, 2026 |
| David Michael Amar | William Blair & Company L.L.C. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 24, 2026 | Apr 22, 2026 |
| Rene Manuel Galvan | William Blair & Company L.L.C. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 24, 2026 | Apr 22, 2026 |
| Liza Belokonnyi | William Blair & Company L.L.C. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 24, 2026 | Apr 23, 2026 |
| Charles W. Brooks | William Blair & Company L.L.C. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 24, 2026 | Apr 22, 2026 |
| Daniel Bruce Levin | William Blair & Company L.L.C. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Mar 23, 2026 |
| Michael Elliott Walsh | William Blair & Company L.L.C. BD affiliated | Pointone Family Office no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 11, 2026 | Jan 20, 2026 |
| Ashley Peters Mcguinness | William Blair & Company L.L.C. BD affiliated | Pointone Family Office no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 11, 2026 | Jan 16, 2026 |
| Lauren Moran | William Blair & Company L.L.C. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 31, 2025 | Jul 28, 2026 (209 d) |
| Emma Moran Smith | William Blair & Company L.L.C. BD affiliated | Beacon Pointe Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 29, 2025 | Oct 24, 2025 |
| Ginny Robinson | William Blair & Company L.L.C. BD affiliated | Class Vi Family Office, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2025 | Aug 6, 2025 |
| Jennifer Flanagan Gallagher | William Blair & Company L.L.C. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 15, 2025 | Jun 18, 2025 |
| Andrew Thomas Feichter | William Blair & Company L.L.C. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 15, 2025 | Jun 19, 2025 |
| Vincent Joseph Nardone | William Blair & Company L.L.C. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 15, 2025 | Jun 18, 2025 |
| Kimberly Speese | William Blair & Company L.L.C. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 8, 2025 | Feb 12, 2025 (35 d) |
| John Anthony Barnes | William Blair & Company L.L.C. BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2024 | Apr 1, 2025 (102 d) |
| Tara Juliette Kravas | William Blair & Company L.L.C. BD affiliated | Jfg Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2024 | Dec 12, 2024 |
| John Mckenzie Ralls | William Blair & Company L.L.C. BD affiliated | A&M Private Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2024 | Dec 5, 2024 (83 d) |
| Edward Joseph Malysiak | William Blair & Company L.L.C. BD affiliated | Chicago Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 27, 2024 | Oct 2, 2024 (97 d) |
| Timothy Bernard Woods | William Blair & Company L.L.C. BD affiliated | Vestgen Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 29, 2024 | Jul 25, 2025 (422 d) |
| Bradley Jason Goodman | William Blair & Company L.L.C. BD affiliated | Savant Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2024 | May 28, 2024 (95 d) |
| Thomas Alfred Wilson | William Blair & Company L.L.C. BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 23, 2024 | Feb 7, 2024 |
| Stephan Basil Bazianos | William Blair & Company L.L.C. BD affiliated | Alliancebernstein L.P. asset manager | Other | Feb 23, 2024 | Feb 21, 2024 |
| James Houghton Wildman | William Blair & Company L.L.C. BD affiliated | Praxess Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Lauren Eve Matz | William Blair & Company L.L.C. BD affiliated | Duff & Phelps Investment Management Co. asset manager | Other | Dec 15, 2023 | Jan 19, 2024 (35 d) |
| Jacqueline Paredes Sedlak | William Blair & Company L.L.C. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 30, 2023 | Oct 16, 2023 (47 d) |
| Michael William Mirabelli | William Blair & Company L.L.C. BD affiliated | Jefferies Investment Advisers LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 20, 2023 | Jun 16, 2023 |
| Scott Gerald Monty | William Blair & Company L.L.C. BD affiliated | Jefferies Investment Advisers LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 20, 2023 | Jun 16, 2023 |
| Alex Campbell Malossi | William Blair & Company L.L.C. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 12, 2023 | May 11, 2023 |
| Emily Neill Blasko | William Blair & Company L.L.C. BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Dec 16, 2022 | Jan 30, 2023 (45 d) |
| Kathleen Louise Hegyi | William Blair & Company L.L.C. BD affiliated | Duff & Phelps Investment Management Co. asset manager | Other | Sep 7, 2022 | Sep 20, 2022 |
| Aaron Christopher Balsam | William Blair & Company L.L.C. BD affiliated | Stairway Partners, LLC institutional | Other | Jul 14, 2022 | Jul 31, 2024 (748 d) |
| Robert Toner | William Blair & Company L.L.C. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Mar 4, 2022 | Mar 2, 2022 |
| Zachary T Vandeyacht | William Blair & Company L.L.C. BD affiliated | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | Dec 9, 2021 | Dec 1, 2021 |
| Kristan Michelle Rowland | William Blair & Company L.L.C. BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 18, 2021 | Jan 10, 2022 (84 d) |
| Louis James Fetch | William Blair & Company L.L.C. BD affiliated | Lone Peak Global Investors, LLC other | Other | Jun 7, 2021 | Jun 11, 2021 |
| Chad Michael Kilmer | William Blair & Company L.L.C. BD affiliated | Mairs & Power mixed wealth | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2021 | Jan 16, 2025 (1429 d) |
| Thomas John Salvino | William Blair & Company L.L.C. BD affiliated | Performance Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 9, 2021 | Jan 19, 2021 |
| John Paul Salvino | William Blair & Company L.L.C. BD affiliated | Performance Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 9, 2021 | Jan 26, 2021 |
| Ryan William Gough | William Blair & Company L.L.C. BD affiliated | Performance Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 9, 2021 | Jan 26, 2021 |
| Anes Kadiric | William Blair & Company L.L.C. BD affiliated | Performance Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 9, 2021 | Jan 26, 2021 |
| Justin Broderick | William Blair & Company L.L.C. BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 18, 2020 | Dec 21, 2020 |
| Andrew Thomas Flis | William Blair & Company L.L.C. BD affiliated | Peregrine Capital Management, LLC other | Other | Mar 13, 2020 | Apr 24, 2023 (1137 d) |
| Darrell Springer | William Blair & Company L.L.C. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 11, 2020 | Jan 8, 2021 (332 d) |
| Michael Camiliere | William Blair & Company L.L.C. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 6, 2019 | Sep 3, 2019 |
| Roger Allen Hill | William Blair & Company L.L.C. BD affiliated | Lone Peak Global Investors, LLC asset manager | Other | Jul 10, 2019 | Sep 18, 2019 (70 d) |
| Jenny Lee Selvaggio | William Blair & Company L.L.C. BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Apr 26, 2019 | Jun 3, 2019 (38 d) |
| Gregory Allen Dimarzio | William Blair & Company L.L.C. BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 11, 2019 | Jun 4, 2024 (1881 d) |
| Raymond Jude Bertrand | William Blair & Company L.L.C. BD affiliated | Aristotle Capital Management, LLC other | Other | Dec 31, 2018 | Nov 7, 2019 (311 d) |
| Izabela Hallett | William Blair & Company L.L.C. BD affiliated | Vigilant Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2018 | Sep 24, 2018 |
| Shelby Reeves | William Blair & Company L.L.C. BD affiliated | Alliancebernstein L.P. other | Other | Aug 7, 2018 | Aug 22, 2018 |
| Grant David Clary | William Blair & Company L.L.C. BD affiliated | Capital Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2018 | Jan 3, 2020 (533 d) |
| Steven Alan Rusnak | William Blair & Company L.L.C. other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Mar 14, 2018 | May 14, 2019 (426 d) |
| David K Mabie | William Blair & Company L.L.C. other | Chicago Capital, LLC other | Other | Mar 14, 2018 | Feb 19, 2018 |
| Eric Scott Maddix | William Blair & Company L.L.C. other | Chicago Capital, LLC other | Other | Mar 14, 2018 | Feb 20, 2018 |
| Malinda Helen Distefano | William Blair & Company L.L.C. other | Chicago Capital, LLC other | Other | Mar 14, 2018 | Apr 13, 2018 |
| Rebecca Falco | William Blair & Company L.L.C. other | Ic Advisory Services, Inc. BD affiliated | Other | Jan 17, 2018 | Aug 8, 2019 (568 d) |
| Stephen Porter Pendleton | William Blair & Company L.L.C. other | Wells Fargo Advisors wirehouse | Other | Jan 17, 2018 | May 16, 2018 (119 d) |
| Kevin Warren Andersen | William Blair & Company L.L.C. other | K.W. Andersen Investment Group, LLC state registered | Other | Nov 13, 2017 | Nov 17, 2017 |
| Francis Kowal | William Blair & Company L.L.C. other | Nuveen Asset Management, LLC other | Other | Oct 2, 2017 | Oct 27, 2017 |
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131 moves match.