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

Arrivals at 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
Adam G Pusinelli	Edward Jones national BD	William Blair & Company L.L.C. BD affiliated	Affiliated broker-dealer or bank to another	Mar 18, 2021	Apr 1, 2021
Kyle Bakhshi	Nuveen Asset Management, LLC mixed wealth	William Blair & Company L.L.C. BD affiliated	RIA to affiliated broker-dealer or bank	Nov 19, 2020	Jul 15, 2021 (238 d)
Michael Elliott Walsh	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	William Blair & Company L.L.C. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Feb 27, 2020	Feb 21, 2020
David Michael Amar	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	William Blair & Company L.L.C. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Feb 25, 2020	Feb 21, 2020
Ashley Peters Mcguinness	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	William Blair & Company L.L.C. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Feb 25, 2020	Feb 21, 2020
Julia Leigh Kane	Sei Investments Management Corp asset manager	William Blair & Company L.L.C. BD affiliated	Other	Jul 23, 2019	Jan 6, 2023 (1263 d)
Elinor Gardner Escamilla	Bard Associates Inc independent RIA	William Blair & Company L.L.C. BD affiliated	RIA to affiliated broker-dealer or bank	Jul 5, 2019	Jun 5, 2019
Emily Ann Guglielmo	Fidelity Personal And Workplace Advisors BD affiliated	William Blair & Company L.L.C. BD affiliated	Affiliated broker-dealer or bank to another	May 29, 2019	May 30, 2019
Anes Kadiric	Edward Jones national BD	William Blair & Company L.L.C. BD affiliated	Affiliated broker-dealer or bank to another	May 10, 2019	May 15, 2019
Ashleigh Lauren Hamrick	Morgan Stanley wirehouse	William Blair & Company L.L.C. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Mar 19, 2019	Mar 19, 2019
Robert Dixon Hopkins	Brown Advisory Securities, LLC independent RIA	William Blair & Company L.L.C. BD affiliated	RIA to affiliated broker-dealer or bank	Jan 28, 2019	Feb 4, 2019
Perry Steele Bacon	Brown Advisory Securities, LLC independent RIA	William Blair & Company L.L.C. BD affiliated	RIA to affiliated broker-dealer or bank	Jan 28, 2019	Feb 4, 2019
Leslie Arlene Ashley	Brown Advisory Securities, LLC independent RIA	William Blair & Company L.L.C. BD affiliated	RIA to affiliated broker-dealer or bank	Jan 28, 2019	Feb 4, 2019
Darcy C Carroll	Brown Advisory Securities, LLC independent RIA	William Blair & Company L.L.C. BD affiliated	RIA to affiliated broker-dealer or bank	Jan 28, 2019	Feb 4, 2019
Mitchell David Whiteman	Brown Advisory Securities, LLC independent RIA	William Blair & Company L.L.C. BD affiliated	RIA to affiliated broker-dealer or bank	Jan 28, 2019	Feb 4, 2019
Jennifer Dacey Viglucci	Brown Advisory Securities, LLC independent RIA	William Blair & Company L.L.C. BD affiliated	RIA to affiliated broker-dealer or bank	Jan 28, 2019	Feb 4, 2019
Matthew Francis Barrett	Brown Advisory Securities, LLC independent RIA	William Blair & Company L.L.C. BD affiliated	RIA to affiliated broker-dealer or bank	Jan 28, 2019	Feb 4, 2019
William Hunter Purcell	Brown Advisory Securities, LLC independent RIA	William Blair & Company L.L.C. BD affiliated	RIA to affiliated broker-dealer or bank	Jan 28, 2019	Feb 4, 2019
Daniel Matthew Summers	Brown Advisory Securities, LLC independent RIA	William Blair & Company L.L.C. BD affiliated	RIA to affiliated broker-dealer or bank	Jan 28, 2019	Jan 25, 2019
Joseph A Pucci Jr	Alliancebernstein L.P. other	William Blair & Company L.L.C. BD affiliated	Other	Nov 16, 2018	Nov 15, 2018
Michael Camiliere	Hightower Advisors, LLC BD affiliated	William Blair & Company L.L.C. BD affiliated	Affiliated broker-dealer or bank to another	Oct 19, 2018	Oct 24, 2018
Michele Anne Mcmahon	Wells Fargo Advisors wirehouse	William Blair & Company L.L.C. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Oct 4, 2018	Oct 5, 2018
Daniel Nathan Furhman	Wells Fargo Advisors wirehouse	William Blair & Company L.L.C. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Oct 2, 2018	Sep 28, 2018
Gary Vaughn Garabedian	Wells Fargo Advisors wirehouse	William Blair & Company L.L.C. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Oct 2, 2018	Oct 5, 2018
Kathleen Erin Kelly	Ameriprise Financial Services, LLC national BD	William Blair & Company L.L.C. BD affiliated	Affiliated broker-dealer or bank to another	Jul 30, 2018	Jan 11, 2019 (165 d)
Kenneth L Langston	Morgan Stanley wirehouse	William Blair & Company L.L.C. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jun 19, 2018	Jul 2, 2018
Matthew Lockhart Kelly	Nuveen Asset Management, LLC other	William Blair & Company L.L.C. other	Other	Mar 20, 2018	Mar 14, 2018
Brian James Glynn	Cedar Capital, LLC independent RIA	William Blair & Company L.L.C. other	Other	Dec 11, 2017	Aug 30, 2017
Joshua Paul Walshe	First Command Advisory Services other	William Blair & Company L.L.C. BD affiliated	Other	Oct 12, 2017	Apr 17, 2018 (187 d)
James F Devins III	UBS Financial Services Inc. wirehouse	William Blair & Company L.L.C. other	Other	Jun 1, 2017	Jun 1, 2017
Arthur John Paterson	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	William Blair & Company L.L.C. other	Other	May 8, 2017	May 9, 2017
Christopher Neam Rosamond	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	William Blair & Company L.L.C. other	Other	May 8, 2017	May 24, 2017
Shelby Reeves	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	William Blair & Company L.L.C. other	Other	May 8, 2017	May 8, 2017
Linda Hope Sutkin	Kelleher Financial Advisors, LLC other	William Blair & Company L.L.C. other	Other	Jan 30, 2017	Jan 25, 2017
Alexei Felix Lee	Kelleher Financial Advisors, LLC other	William Blair & Company L.L.C. other	Other	Jan 30, 2017	Jan 25, 2017
Jennifer Michelle Traina Ferworn	UBS Financial Services Inc. wirehouse	William Blair & Company L.L.C. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Oct 28, 2016	Aug 7, 2018 (648 d)
Andrew Talman Kross	Neuberger Berman Bd LLC other	William Blair & Company L.L.C. other	Other	Sep 20, 2016	Sep 16, 2016
Izabela Hallett	Roosevelt Investments other	William Blair & Company L.L.C. other	Other	Aug 12, 2016	Aug 8, 2014
Raymond Jude Bertrand	Invesco Advisers, Inc. other	William Blair & Company L.L.C. other	Other	Aug 11, 2016	Jul 13, 2016
Max B Kaplan	Msi Financial Services, Inc. other	William Blair & Company L.L.C. other	Other	Jul 15, 2016	Jul 13, 2016
Cara Michelle Ryadi	Credit Suisse Securities (USA) LLC other	William Blair & Company L.L.C. other	Other	Jun 24, 2016	Feb 3, 2017 (224 d)
Christian Myles Waite	Robert W. Baird & Co. Incorporated other	William Blair & Company L.L.C. other	Other	May 11, 2016	May 4, 2016
Donald Henry Yeomans	Goldman Sachs Wealth Services, L.P. other	William Blair & Company L.L.C. other	Other	May 11, 2016	Oct 9, 2017 (516 d)
Kevin Warren Andersen	Robert W. Baird & Co. Incorporated other	William Blair & Company L.L.C. other	Other	May 11, 2016	May 3, 2016
Patrick Charles Rule	Wintrust Investments other	William Blair & Company L.L.C. other	Other	Mar 24, 2016	Apr 4, 2016
Jonathan C Lamar	Hightower Advisors, LLC other	William Blair & Company L.L.C. other	Other	Feb 4, 2016	Feb 3, 2016
Craig Elliot Savage	Credit Suisse Securities (USA) LLC other	William Blair & Company L.L.C. other	Other	Jan 29, 2016	Jan 6, 2016
Andrew E Thompson	Credit Suisse Securities (USA) LLC other	William Blair & Company L.L.C. other	Other	Jan 29, 2016	Jan 6, 2016
Kim Ann Chenevey	Credit Suisse Securities (USA) LLC other	William Blair & Company L.L.C. other	Other	Jan 28, 2016	Jan 6, 2016
Joel A Dobbs	Credit Suisse Securities (USA) LLC other	William Blair & Company L.L.C. other	Other	Jan 28, 2016	Jan 6, 2016
Robert Santos Castaneda	UBS Financial Services Inc. wirehouse	William Blair & Company L.L.C. other	Other	Jan 13, 2016	Dec 14, 2016 (336 d)
Michael William Mirabelli	Wells Fargo Advisors wirehouse	William Blair & Company L.L.C. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Dec 31, 2015	Aug 3, 2021 (2042 d)
Scott Gerald Monty	Wells Fargo Advisors wirehouse	William Blair & Company L.L.C. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Dec 31, 2015	Jul 26, 2019 (1303 d)
Lawrence David Gilbert	Credit Suisse Securities (USA) LLC other	William Blair & Company L.L.C. other	Other	Nov 3, 2015	Oct 8, 2015
Thomas Nelson Thibeault	UBS Financial Services Inc. wirehouse	William Blair & Company L.L.C. other	Other	Sep 16, 2015	Sep 16, 2015
Teresa Marie Devereux	Barclays Capital Inc. other	William Blair & Company L.L.C. other	Other	Aug 19, 2015	Sep 11, 2015
Louis James Fetch	Invesco Advisers, Inc. other	William Blair & Company L.L.C. other	Other	Aug 4, 2015	Aug 21, 2015
Bradley Jason Goodman	Envestnet Pmc other	William Blair & Company L.L.C. other	Other	Jun 22, 2015	Jul 6, 2015
Matthew Thomas Blume	Hightower Advisors, LLC other	William Blair & Company L.L.C. other	Other	Nov 6, 2014	Nov 5, 2014
Argiris Christ Kantzavelos	Bmo Family Office, LLC other	William Blair & Company L.L.C. other	Other	Nov 4, 2014	Jan 22, 2014

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191 moves match.