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
Margaret Anne Strenk	William Blair & Company L.L.C. other	Morgan Stanley wirehouse	Other	Sep 6, 2017	Jan 31, 2019 (512 d)
Jeanne Ae Enright	William Blair & Company L.L.C. other	Southcol Advisors institutional	Other	Mar 2, 2017	Aug 14, 2020 (1261 d)
John V. Boryk	William Blair & Company L.L.C. other	J.P. Morgan Securities LLC wirehouse	Other	Jan 20, 2017	Jan 23, 2019 (733 d)
Trevor James Lipsett	William Blair & Company L.L.C. other	Hightower Advisors, LLC other	Other	Nov 18, 2016	Jan 13, 2017 (56 d)
David Francis Hone	William Blair & Company L.L.C. other	Lcv Advisors LLC state registered	Other	Sep 12, 2016	Apr 13, 2017 (213 d)
John Patrick Hering	William Blair & Company L.L.C. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 29, 2016	Jul 27, 2016
Alan Alfonso Lazzara	William Blair & Company L.L.C. other	Raymond James & Associates, Inc. national BD	Other	Apr 22, 2016	Apr 15, 2016
John Demarest Diefenbach	William Blair & Company L.L.C. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Apr 21, 2016	Mar 31, 2016
John Manley	William Blair & Company L.L.C. other	Aristotle Capital Management, LLC other	Other	Mar 24, 2016	Jul 17, 2018 (845 d)
John Joseph Zielinski	William Blair & Company L.L.C. other	Optimum Investment Advisors, LLC other	Other	Mar 4, 2016	Jun 16, 2016 (104 d)
Douglas James Trinkl	William Blair & Company L.L.C. other	Nuveen Asset Management, LLC other	Other	Nov 6, 2015	Nov 17, 2015
Cary Ann Murphy	William Blair & Company L.L.C. other	Credit Suisse Securities (USA) LLC other	Other	Jul 22, 2015	Sep 3, 2015 (43 d)
Ryan John Maki	William Blair & Company L.L.C. other	Morgan Stanley wirehouse	Other	Jun 16, 2015	May 2, 2025 (3608 d)
Nicole Ann Engel	William Blair & Company L.L.C. other	Astor Investment Management LLC independent RIA	Other	May 26, 2015	Nov 26, 2018 (1280 d)
Denise M. Liddiard	William Blair & Company L.L.C. other	Sii Investments, Inc. other	Other	May 15, 2015	May 22, 2015
Anastasia Thermos	William Blair & Company L.L.C. other	Cuna Brokerage Services, Inc. other	Other	May 8, 2015	Jun 16, 2015 (39 d)
Megan Ashley Kellerman	William Blair & Company L.L.C. other	Peakline Partners, LLC asset manager	Other	Mar 20, 2015	Dec 8, 2020 (2090 d)
Lauren Brittany Messervey	William Blair & Company L.L.C. other	Charles Schwab & Co., Inc. national BD	Other	Feb 13, 2015	Mar 2, 2015
Samuel C. Gross	William Blair & Company L.L.C. other	Raymond James & Associates, Inc. national BD	Other	Jan 28, 2015	Jan 16, 2015
Tonya Ann Rasmussen	William Blair & Company L.L.C. other	Raymond James & Associates, Inc. national BD	Other	Jan 28, 2015	Jan 16, 2015
Molly T. Piech	William Blair & Company L.L.C. other	J.P. Morgan Securities LLC wirehouse	Other	Nov 7, 2014	Apr 10, 2023 (3076 d)
Patrick Norwood	William Blair & Company L.L.C. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 2, 2014	Feb 6, 2019 (1618 d)
Nathan Michael Flynn	William Blair & Company L.L.C. other	Fifth Third Securities, Inc. other	Other	Aug 22, 2014	Dec 17, 2014 (117 d)
Derek Douglas Schmidt	William Blair & Company L.L.C. other	Blackrock Investment Management, LLC other	Other	Jul 21, 2014	Aug 28, 2023 (3325 d)
David William Neill	William Blair & Company L.L.C. other	Robert W. Baird & Co. Incorporated other	Other	Oct 15, 2013	Oct 8, 2013
Jeffrey Louis Pettiford	William Blair & Company L.L.C. other	Fort Washington Investment Advisors Inc institutional	Other	Sep 5, 2013	Aug 16, 2020 (2537 d)
Paul J Donnelly	William Blair & Company L.L.C. other	Robert W. Baird & Co. Incorporated other	Other	Jun 17, 2013	May 23, 2013
William Christopher Collins	William Blair & Company L.L.C. other	Morgan Stanley wirehouse	Other	Apr 4, 2013	Sep 4, 2013 (153 d)
Jayne Kristine Witte	William Blair & Company L.L.C. other	Curi Capital, LLC other	Other	Jan 8, 2013	Apr 2, 2013 (84 d)
Perry S. Meyers	William Blair & Company L.L.C. other	Osaic Fa, Inc. other	Other	Oct 12, 2012	Nov 2, 2012
David Duane Smith	William Blair & Company L.L.C. other	Capital Client Group, Inc. no RAUM	Other	Aug 13, 2012	Jun 24, 2013 (315 d)
Andrew Michael Combs	William Blair & Company L.L.C. other	Nuveen Asset Management, LLC other	Other	May 15, 2012	May 29, 2015 (1109 d)
Kathy Ann Darcy	William Blair & Company L.L.C. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jan 5, 2012	May 28, 2019 (2700 d)
Christopher Daniel Mason	William Blair & Company L.L.C. other	Northwestern Mutual Investment Services,LLC other	Other	May 6, 2011	Jun 24, 2011 (49 d)
Kim W Suchy	William Blair & Company L.L.C. other	Optimum Investment Advisors, LLC other	Other	Apr 6, 2011	Apr 19, 2011
Daniel Laurence Koerner	William Blair & Company L.L.C. other	Prosperity Economics Partners, LLC no RAUM	Other	Feb 3, 2011	Feb 25, 2011
James Robert Meixner	William Blair & Company L.L.C. other	Robert W. Baird & Co. Incorporated other	Other	Oct 5, 2010	Mar 15, 2011 (161 d)
Patrick James Sheppard	William Blair & Company L.L.C. other	Atlantic Retirement & Wealth Advisors LLC state registered	Other	Dec 31, 2009	Oct 15, 2015 (2114 d)
Chadwick Ryan Canine	William Blair & Company L.L.C. other	J.P. Morgan Securities LLC wirehouse	Other	Nov 12, 2009	Nov 5, 2009
Izabela Hallett	William Blair & Company L.L.C. other	Roosevelt Investments other	Other	Aug 19, 2009	Nov 3, 2010 (441 d)
Janice P Kass	William Blair & Company L.L.C. other	Wells Fargo Advisors wirehouse	Other	Jun 1, 2009	Feb 12, 2019 (3543 d)
Brian Lance Kasal	William Blair & Company L.L.C. other	Morgan Stanley & Co. LLC unclassified	Other	May 4, 2009	Apr 27, 2009
Brendan Rowan Connolly	William Blair & Company L.L.C. other	Morgan Stanley & Co. LLC unclassified	Other	May 4, 2009	Apr 24, 2009
Scott Patrick Grady	William Blair & Company L.L.C. other	Morgan Stanley & Co. LLC unclassified	Other	May 4, 2009	May 11, 2009
Christine A Sperry	William Blair & Company L.L.C. other	Charles Schwab & Co., Inc. national BD	Other	Jan 29, 2009	Feb 3, 2009
John W Mcauley	William Blair & Company L.L.C. other	Oak Associates Ltd other	Other	Dec 11, 2008	Nov 5, 2010 (694 d)
Bryan Scott Brooks	William Blair & Company L.L.C. other	Geneva Advisors, LLC other	Other	Dec 11, 2008	Nov 23, 2010 (712 d)
John Marshall Draper	William Blair & Company L.L.C. other	Robert W. Baird & Co. Incorporated other	Other	May 28, 2008	May 23, 2008
Mark Vincent Petersen	William Blair & Company L.L.C. other	Emerson Equity LLC other	Other	May 15, 2008	Oct 2, 2017 (3427 d)
James David Blauw	William Blair & Company L.L.C. other	Robert W. Baird & Co. Incorporated other	Other	May 2, 2008	May 1, 2008
Douglas Miller Schmidt	William Blair & Company L.L.C. other	Robert W. Baird & Co. Incorporated other	Other	Mar 20, 2008	Mar 14, 2008
Rosa Maria Ebling	William Blair & Company L.L.C. other	Robert W. Baird & Co. Incorporated other	Other	Nov 27, 2007	Nov 23, 2007
Thomas Joseph Boyd	William Blair & Company L.L.C. other	Credit Suisse Securities (USA) LLC other	Other	Nov 6, 2007	Nov 7, 2007
David Thomas Story	William Blair & Company L.L.C. other	Wells Fargo Advisors wirehouse	Other	Sep 4, 2007	Dec 20, 2007 (107 d)
Kimaron Jaye Gardner	William Blair & Company L.L.C. other	Stifel, Nicolaus & Company, Incorporated national BD	Other	Aug 2, 2007	Aug 1, 2007
Anne Williams Coupe	William Blair & Company L.L.C. other	Aegon Asset Management US institutional	Other	Aug 2, 2007	Apr 19, 2021 (5009 d)
Vernon Kelley Armour	William Blair & Company L.L.C. other	Uhlmann Investment Management, L.L.C. other	Other	Aug 2, 2007	Nov 2, 2009 (823 d)
Gail M Harris	William Blair & Company L.L.C. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Aug 2, 2007	May 27, 2014 (2490 d)
John David Duckworth	William Blair & Company L.L.C. other	Highpoint Advisor Group, LLC other	Other	Aug 2, 2007	Jun 19, 2013 (2148 d)
Michael John Verhulst	William Blair & Company L.L.C. other	UBS Financial Services Inc. wirehouse	Other	Jul 31, 2007	Jul 27, 2007

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131 moves match.