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
William Gregory Escamilla	Deutsche Bank Securities Inc. other	William Blair & Company L.L.C. other	Other	May 20, 2004	May 19, 2004
Edward Joseph Malysiak	Optimum Investment Advisors, LLC other	William Blair & Company L.L.C. other	Other	Apr 22, 2004	Apr 6, 2004
Julie Ann Gritzenbach	J.P. Morgan Securities LLC wirehouse	William Blair & Company L.L.C. other	Other	Apr 7, 2004	Mar 7, 2007 (1064 d)
Tonya Ann Rasmussen	Cetera Investment Advisers LLC other	William Blair & Company L.L.C. other	Other	Nov 11, 2003	Mar 7, 2007 (1212 d)
Janice P Kass	Great Lakes Advisors, LLC other	William Blair & Company L.L.C. other	Other	Sep 17, 2003	Mar 7, 2007 (1267 d)
Eric D Summers	A. G. Edwards & Sons, Inc. unclassified	William Blair & Company L.L.C. other	Other	Sep 17, 2003	Oct 14, 2003
Brendan Rowan Connolly	Choreo, LLC other	William Blair & Company L.L.C. other	Other	Jul 10, 2003	May 16, 2003
Nathan Michael Flynn	J.P. Morgan Securities Inc. unclassified	William Blair & Company L.L.C. other	Other	Mar 28, 2003	Mar 7, 2007 (1440 d)
Joseph William Cheop	Morgan Stanley Dw Inc. unclassified	William Blair & Company L.L.C. other	Other	Nov 19, 2002	Mar 7, 2007 (1569 d)
Kevin James Brock	Pershing LLC unclassified	William Blair & Company L.L.C. other	Other	Jul 2, 2002	Jul 16, 2002
Michael John Verhulst	Pershing LLC unclassified	William Blair & Company L.L.C. other	Other	May 29, 2002	Sep 20, 2006 (1575 d)

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191 moves match.