| Date | Description |
|---|
| 2024-03-12 |
delete otherexecutives Jonathan La Mar |
| 2024-03-12 |
delete address Washington D.C. Area
5425 Wisconsin Avenue
Suite 664
Chevy Chase, MD 20815
United States |
| 2024-03-12 |
delete email bg..@williamblair.com |
| 2024-03-12 |
delete email cr..@williamblair.com |
| 2024-03-12 |
delete email jl..@williamblair.com |
| 2024-03-12 |
delete person Brad Goodman |
| 2024-03-12 |
delete person Cara Ryadi |
| 2024-03-12 |
delete person Jonathan La Mar |
| 2024-03-12 |
delete person Richard de Chazal |
| 2024-03-12 |
delete phone +1 310 601 7100 |
| 2024-03-12 |
insert address Norrlandsgatan 10
111 43 Stockholm
Sweden |
| 2024-03-12 |
insert email pq..@williamblair.com |
| 2024-03-12 |
insert email rd..@williamblair.com |
| 2024-03-12 |
insert person Patrick Quinn |
| 2024-03-12 |
insert person Robert J. Duwa |
| 2024-03-12 |
insert phone +08 762 94 00 |
| 2024-03-12 |
insert phone +1 312 364 8218 |
| 2024-03-12 |
insert phone +1 424 600 7130 |
| 2024-03-12 |
insert phone +65 6955 7600 |
| 2024-03-12 |
insert phone +86 21 3106 3333 |
| 2024-03-12 |
update person_description Erin Murray Butler => Erin Murray Butler |
| 2024-03-12 |
update person_title Matthew Zimmer: Global Head of Investment Banking => Managing Director, Global Head of Investment Banking |
| 2024-03-12 |
update person_title Pete Dalrymple: Partner, Is a Managing Director and Co - Head of the Technology Investment Banking Group at William Blair. in Addition, He Leads the Firm 's Boston Office; Co - Head of Technology Investment Banking => Managing Director, Global Head of Technology Investment Banking; Partner |
| 2024-03-12 |
update person_title Teresa Devereux: Managing Director, Private Wealth Management Administration; Managing Director, Administration for William Blair 's Private Wealth Management => Partner, Private Wealth Management Administration; Partner |
| 2023-09-21 |
delete address 9465 Wilshire Boulevard
3rd Floor
Beverly Hills, CA 90212
United States |
| 2023-09-21 |
delete phone +1 424 600 7130 |
| 2023-09-21 |
insert address 9701 Wilshire Boulevard
Suite 1000
Beverly Hills, CA 90212 |
| 2023-09-21 |
insert associated_investor Kaiser Permanente Ventures |
| 2023-09-21 |
insert phone +1 310 601 7100 |
| 2023-09-07 |
update accounts_last_madeup_date 2021-12-31 => 2022-12-31 |
| 2023-09-07 |
update accounts_next_due_date 2023-09-30 => 2024-09-30 |
| 2023-08-31 |
update statutory_documents SECRETARY APPOINTED MS CISSIE CITARDI |
| 2023-08-31 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 20/08/23, NO UPDATES |
| 2023-08-31 |
update statutory_documents APPOINTMENT TERMINATED, SECRETARY SONIA CREWE |
| 2023-08-15 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/22 |
| 2023-07-15 |
insert cfo Michael Trimberger |
| 2023-07-15 |
delete address The Broadgate Tower
20 Primrose Street, 17th Floor
London, EC2A 2EW
United Kingdom |
| 2023-07-15 |
delete alias William Blair Investment Management LLC |
| 2023-07-15 |
delete associated_investor Phoenix Partners |
| 2023-07-15 |
delete email jz..@williamblair.com |
| 2023-07-15 |
insert address 22 Bishopsgate
47th Floor
London, EC2N 4BQ
United Kingdom |
| 2023-07-15 |
insert address 6 Landmark Square
Landmark Square Center
Stamford, CT 06901
United States |
| 2023-07-15 |
insert address Philadelphia Area
150 North Radnor Chester Road
Suite F 200
Radnor, PA 19087-5252
United States |
| 2023-07-15 |
insert address Washington D.C. Area
5425 Wisconsin Avenue
Suite 664
Chevy Chase, MD 20815
United States |
| 2023-07-15 |
insert email mt..@williamblair.com |
| 2023-07-15 |
insert person Michael Trimberger |
| 2023-07-04 |
update statutory_documents DIRECTOR APPOINTED MR MICHAEL TRIMBERGER |
| 2023-07-04 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR JON ZINDEL |
| 2023-06-07 |
delete address 17TH FLOOR THE BROADGATE TOWER 20 PRIMROSE STREET LONDON EC2A 2EW |
| 2023-06-07 |
insert address 22 BISHOPSGATE 47TH FLOOR LONDON ENGLAND EC2N 4BQ |
| 2023-06-07 |
update registered_address |
| 2023-05-19 |
update statutory_documents REGISTERED OFFICE CHANGED ON 19/05/2023 FROM
17TH FLOOR THE BROADGATE TOWER 20 PRIMROSE STREET
LONDON
EC2A 2EW |
| 2023-04-24 |
delete person Ellen-Blair Chube |
| 2023-04-24 |
delete person Scott Hansen |
| 2023-04-24 |
insert alias William Blair BV |
| 2023-04-24 |
insert alias William Blair Investment Management LLC |
| 2023-04-24 |
insert associated_investor Phoenix Partners |
| 2023-04-24 |
update person_title Brent Gledhill: Head; President; Partner; Chief Executive Officer => Head; President; Chief Executive Officer |
| 2023-04-07 |
update accounts_last_madeup_date 2020-12-31 => 2021-12-31 |
| 2023-04-07 |
update accounts_next_due_date 2022-09-30 => 2023-09-30 |
| 2023-03-16 |
update statutory_documents SECRETARY APPOINTED MRS SONIA LOUISE CREWE |
| 2023-03-16 |
update statutory_documents APPOINTMENT TERMINATED, SECRETARY MARILI ANDERSON |
| 2023-01-23 |
delete associated_investor H.I.G. Capital |
| 2023-01-23 |
delete email je..@williamblair.com |
| 2023-01-23 |
insert email as..@williamblair.com |
| 2023-01-23 |
insert person Scott Hansen |
| 2023-01-23 |
update person_description Michaelle Burstin => Michaelle Burstin |
| 2022-12-22 |
delete address Sydney 3
Level 26, 1 Bligh Street
Sydney, NSW 2000
Australia |
| 2022-12-22 |
delete ticker_symbol ORGS |
| 2022-12-22 |
insert address 5th Floor
28006 Madrid, Spain |
| 2022-12-22 |
insert address Philadelphia Area
150 North Radnor Chester Road
Suite F 200
Radnor, PA 19087-5252 |
| 2022-12-22 |
insert associated_investor H.I.G. Capital |
| 2022-12-22 |
insert person Ellen-Blair Chube |
| 2022-12-22 |
insert phone +1 484 581 0626 |
| 2022-12-22 |
insert phone +34 91 790 45 75 |
| 2022-11-20 |
delete address 100 International Drive
Suite 19000
Baltimore, MD 21202
United States |
| 2022-11-20 |
delete address 300 East Lombard Street
Suite 810
Baltimore, MD 21202
United States |
| 2022-11-20 |
delete phone +1 410 539 3838 |
| 2022-11-20 |
insert address 100 International Drive
Baltimore, MD 21202
United States |
| 2022-11-20 |
insert address Washington D.C. Area
5425 Wisconsin Avenue
Suite 664
Chevy Chase, MD 20815 |
| 2022-11-20 |
insert ticker_symbol ORGS |
| 2022-11-20 |
update robots_txt_status cloud.mc.williamblair.com: 400 => 404 |
| 2022-10-19 |
insert email ak..@williamblair.com |
| 2022-09-18 |
insert chro Amber Kennelly |
| 2022-09-18 |
insert person Amber Kennelly |
| 2022-09-06 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/21 |
| 2022-08-23 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 20/08/22, NO UPDATES |
| 2022-07-17 |
delete address Noma House
Gustav Mahlerlaan 1212
1081 LA Amsterdam
Netherlands |
| 2022-07-17 |
delete address Parkstraat 83
Haagsche Hof, Second Floor
2514 JG The Hague
Netherlands |
| 2022-07-17 |
delete associated_investor Apax Partners |
| 2022-07-17 |
delete associated_investor Bain Capital |
| 2022-07-17 |
delete associated_investor TA Associates |
| 2022-07-17 |
insert address Noma House
Gustav Mahlerlaan 1212
1081 LA Amsterdam
The Netherlands |
| 2022-07-17 |
insert address Parkstraat 83
Haagsche Hof, Second Floor
2514 JG The Hague
The Netherlands |
| 2022-06-16 |
delete person Carlette McMullan |
| 2022-06-16 |
delete person Jackie Moss |
| 2022-06-16 |
delete person Jill Arkwright Harvey |
| 2022-06-16 |
delete person Sarah Mercurio |
| 2022-06-16 |
delete ticker_symbol DAE |
| 2022-06-16 |
delete ticker_symbol LFUS |
| 2022-06-16 |
insert associated_investor Apax Partners |
| 2022-06-16 |
insert associated_investor Bain Capital |
| 2022-04-15 |
delete alias William Blair Investment Management LLC |
| 2022-04-15 |
insert email ma..@williamblair.com |
| 2022-04-15 |
insert email ws..@williamblair.com |
| 2022-04-15 |
insert person Matt Kelly |
| 2022-04-15 |
insert person Walter Scott |
| 2022-04-15 |
insert ticker_symbol DAE |
| 2022-04-15 |
insert ticker_symbol LFUS |
| 2022-04-15 |
update person_title Bram C. Hall: Managing Director, Supply Chain, Commercial Services & Technologies => Managing Director, M & a |
| 2022-04-15 |
update person_title Jackie Moss: Managing Director, Wealth Advisor => Partner, Wealth Advisor |
| 2022-04-15 |
update person_title John A. Cutler: Vice President, Wealth Advisor => Partner, Wealth Advisor |
| 2022-04-15 |
update person_title John Sonnier: Managing Director, Head of Biopharma => Managing Director, Head of Life Sciences |
| 2022-04-15 |
update person_title Ken Langston: National Sales Director, Private Wealth Management => Partner, National Sales Director, Private Wealth Management |
| 2022-04-15 |
update person_title Perry Steele Bacon: Managing Director, Wealth Advisor => Partner, Wealth Advisor |
| 2022-03-15 |
delete alias William Blair International, Limited |
| 2022-03-15 |
delete index_pages_linkeddomain abelnoser.com |
| 2022-03-15 |
delete index_pages_linkeddomain allaboutcookies.org |
| 2022-03-15 |
delete index_pages_linkeddomain bluematrix.com |
| 2022-03-15 |
delete index_pages_linkeddomain ico.org.uk |
| 2022-03-15 |
delete index_pages_linkeddomain sec.gov |
| 2022-03-15 |
delete investor Research and Insights |
| 2022-03-15 |
delete phone +1 800 621 0687 ext. 5001 |
| 2022-03-15 |
delete phone +1 800 742 7272 |
| 2022-03-15 |
delete phone 28 2019 |
| 2022-03-15 |
delete phone 28 2020 |
| 2022-03-15 |
delete registration_number 03619027 |
| 2022-03-15 |
delete source_ip 146.20.152.89 |
| 2022-03-15 |
delete vat 731317071 |
| 2022-03-15 |
insert index_pages_linkeddomain avature.net |
| 2022-03-15 |
insert index_pages_linkeddomain rdocs.com |
| 2022-03-15 |
insert management_pages_linkeddomain rdocs.com |
| 2022-03-15 |
insert source_ip 104.130.44.39 |
| 2022-01-28 |
update statutory_documents DIRECTOR APPOINTED CISSIE CITARDI |
| 2022-01-28 |
update statutory_documents SECRETARY APPOINTED MARILI ANDERSON |
| 2022-01-28 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR ARTHUR SIMON |
| 2022-01-28 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR JOHN ETTELSON |
| 2022-01-28 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR JOHN MOORE |
| 2022-01-28 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR STEPHANIE BRAMING |
| 2022-01-28 |
update statutory_documents APPOINTMENT TERMINATED, SECRETARY ARTHUR SIMON |
| 2021-12-07 |
update accounts_last_madeup_date 2019-12-31 => 2020-12-31 |
| 2021-12-07 |
update accounts_next_due_date 2021-09-30 => 2022-09-30 |
| 2021-09-30 |
insert address 6 Landmark Square
Landmark Square Center
Stamford, CT 06901 |
| 2021-09-30 |
insert address Zurich 3
Talstrasse 65
CH-8001 Zurich
Switzerland |
| 2021-09-30 |
insert email mz..@williamblair.com |
| 2021-09-30 |
insert person Mike Nelson |
| 2021-09-30 |
insert phone +1 203 718 5140 |
| 2021-09-30 |
insert phone +1 312 801 7821 |
| 2021-09-30 |
update person_title Derek Beres: Managing Director, Supply Chain, Commercial Services & Technologies => Managing Director, Co - Head of Supply Chain, Commercial Services & Technologies |
| 2021-09-30 |
update person_title Jeff Burtelow: Managing Director, Supply Chain, Commercial Services & Technologies => Managing Director, Co - Head of Supply Chain, Commercial Services & Technologies |
| 2021-09-03 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/20 |
| 2021-08-30 |
delete president John Ettelson |
| 2021-08-30 |
insert president Brent Gledhill |
| 2021-08-30 |
insert career_pages_linkeddomain americansecurities.org |
| 2021-08-30 |
update person_title Brent Gledhill: Managing Director, Global Head of Investment Banking; Member of the Institutional Investment Management Team => Member of the Institutional Investment Management Team; Investment Banking; President; Executive Management & Administration |
| 2021-08-30 |
update person_title John Ettelson: Member of the Institutional Investment Management Team; President; Executive Management & Administration; Chief Executive Officer => Member of the Institutional Investment Management Team; Executive Management & Administration; Chief Executive Officer |
| 2021-08-30 |
update person_title Matthew Zimmer: Managing Director, Head of Supply Chain, Commercial Services & Technologies; Member of the Institutional Investment Management Team; Investment Banking => Managing Director, Global Head of Investment Banking; Member of the Institutional Investment Management Team |
| 2021-08-30 |
update person_title Simon Baertl: Managing Director, Technology => Managing Director, M & a |
| 2021-08-23 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 20/08/21, NO UPDATES |
| 2021-07-26 |
delete managingdirector Simon Baertl |
| 2021-07-26 |
delete otherexecutives Kyle McNaught |
| 2021-07-26 |
delete otherexecutives Valentin Werlé |
| 2021-07-26 |
insert otherexecutives John Andrew |
| 2021-07-26 |
insert otherexecutives Mark Brady |
| 2021-07-26 |
insert otherexecutives Scott Patterson |
| 2021-07-26 |
delete person Jami Waggoner |
| 2021-07-26 |
delete person John Diamond |
| 2021-07-26 |
delete phone +1 855 821 9144 |
| 2021-07-26 |
insert address 201 Columbine St Suite 300 Denver, CO 80206 |
| 2021-07-26 |
insert address 201 Columbine Street
Suite 300
Denver, CO 80206
United States |
| 2021-07-26 |
insert address 300 East Lombard Street
Suite 810
Baltimore, MD 21202
United States |
| 2021-07-26 |
insert address One Buckhead Plaza
3060 Peachtree Road NW
Suite 900
Atlanta, GA 30305
United States |
| 2021-07-26 |
insert address One Buckhead Plaza 3060 Peachtree Road NW Suite 900 Atlanta, GA 30305 |
| 2021-07-26 |
insert person Nick Jaros |
| 2021-07-26 |
insert phone +1 410 539 3838 |
| 2021-07-26 |
insert phone +1 470 351 6900 |
| 2021-07-26 |
insert phone +1 720 844 0100 |
| 2021-07-26 |
update person_title Aaron Van Osdol: Director; Director, Services => Director, Tech - Enabled Services; Director |
| 2021-07-26 |
update person_title Alvaro Hernandez: Director, Services and Industrials; Director => Director, Industrial Growth Products; Director |
| 2021-07-26 |
update person_title Andrew Gigax: Director, Healthcare; Director => Director, Healthcare Services; Director |
| 2021-07-26 |
update person_title Andrew Hendrie: Managing Director of Operations; Managing Director, Global Operations => Managing Director of Operations; Managing Director, Head of Global Operations |
| 2021-07-26 |
update person_title Andrew Hranka: Director, Healthcare => Director, Healthcare Services |
| 2021-07-26 |
update person_title Andrew Kugajevsky: Director, Industrials => Director, Aerospace / Defense & Government Services |
| 2021-07-26 |
update person_title Andy Miller: Managing Director, Services; Managing Director => Managing Director, Supply Chain, Commercial Services & Technologies; Managing Director |
| 2021-07-26 |
update person_title Anu Sharma: Managing Director, Head of European Investment Banking; Member of the Institutional Investment Management Team; Investment Banking; Partner => Member of the Institutional Investment Management Team; Investment Banking; Managing Director, Head of European Banking; Partner |
| 2021-07-26 |
update person_title Aparna Dang: Director; Director, Services => Director, Supply Chain, Commercial Services & Technologies; Director |
| 2021-07-26 |
update person_title Bram C. Hall: Managing Director, Industrials; Managing Director => Managing Director, Supply Chain, Commercial Services & Technologies; Managing Director |
| 2021-07-26 |
update person_title Brandon Dobell: Managing Director, Services; Managing Director => Managing Director; Managing Director, Tech - Enabled Services |
| 2021-07-26 |
update person_title Brandon Lower: Investment Banking; Managing Director and Head of Financial Sponsors; Managing Director, Head of Financial Sponsors; Global Head of the Financial Sponsors Group => Investment Banking; Managing Director and Head of Financial Sponsors; Global Head of the Financial Sponsors Group; Managing Director, Head of Financial Sponsors Group |
| 2021-07-26 |
update person_title Brent Felitto: Managing Director, Co - Head of Healthcare => Managing Director, Healthcare Services; Managing Director and Co - Head of Healthcare |
| 2021-07-26 |
update person_title Brett Paschke: Managing Director, Equity Capital Markets => Managing Director, Corporate Advisory |
| 2021-07-26 |
update person_title Brian Doyle: Managing Director, Healthcare => Managing Director, Head of Healthcare Services |
| 2021-07-26 |
update person_title Brian Flynn: Director, Industrials => Director, Industrial Growth Products |
| 2021-07-26 |
update person_title Britt Trukenbrod: Managing Director, Services => Managing Director, Head of Tech - Enabled Services |
| 2021-07-26 |
update person_title Bryan Doherty: Managing Director, Financial Sponsors => Managing Director, Financial Sponsors Group |
| 2021-07-26 |
update person_title Carl Hardie: Director, Healthcare => Director, Healthcare Services |
| 2021-07-26 |
update person_title Charles Watson: Managing Director, Financial Sponsors => Managing Director, Financial Sponsors Group |
| 2021-07-26 |
update person_title Corey Ryan: Managing Director, Industrials => Managing Director, Industrial Growth Products |
| 2021-07-26 |
update person_title Craig Fryer: Director, Healthcare => Director, Biopharma |
| 2021-07-26 |
update person_title Dan Gardella: Director, Financial Sponsors => Director, Financial Sponsors Group |
| 2021-07-26 |
update person_title Daniel Connolly: Managing Director, Co - Head of Global M & a => Managing Director, Co - Head of M & a |
| 2021-07-26 |
update person_title Derek Beres: Managing Director, Services => Managing Director, Supply Chain, Commercial Services & Technologies |
| 2021-07-26 |
update person_title Dewey Martinelli: Managing Director, Healthcare => Managing Director, Healthcare Services |
| 2021-07-26 |
update person_title Dirk Felsmann: Managing Director, Financial Sponsors => Managing Director, Financial Sponsors Group |
| 2021-07-26 |
update person_title Drew Janes: Director, Financial Sponsors => Director, Financial Sponsors Group |
| 2021-07-26 |
update person_title Edward Nakayama: Managing Director, Healthcare => Managing Director, Healthcare Services |
| 2021-07-26 |
update person_title Elliot Farkas: Managing Director, Industrials => Managing Director, Head of Industrial Growth Products |
| 2021-07-26 |
update person_title Fritz Buerger: Managing Director, Healthcare => Managing Director, Healthcare Services |
| 2021-07-26 |
update person_title Gordie Vap: Managing Director, Industrials => Managing Director, Head of Aerospace / Defense & Government Services |
| 2021-07-26 |
update person_title Jack Blomfield: Director, Services => Director, Tech - Enabled Services |
| 2021-07-26 |
update person_title James O'Connor: Managing Director, Head of Venture Capital Group => Managing Director, Head of Venture Capital |
| 2021-07-26 |
update person_title Jason Arnold: Managing Director, Healthcare => Managing Director, Biopharma |
| 2021-07-26 |
update person_title Jason Sunderson: Managing Director, Services => Managing Director, Tech - Enabled Services |
| 2021-07-26 |
update person_title Jay Ferguson: Director, Healthcare => Director, Healthcare Services |
| 2021-07-26 |
update person_title Jeff Burtelow: Managing Director, Services => Managing Director, Supply Chain, Commercial Services & Technologies |
| 2021-07-26 |
update person_title Jeff Dorsheimer: Managing Director, Healthcare => Managing Director, Healthcare IT |
| 2021-07-26 |
update person_title Jo Trahms: Director, Services => Director, Supply Chain, Commercial Services & Technologies |
| 2021-07-26 |
update person_title Joe McIntyre: Director, Healthcare => Director, Financial Sponsors Group |
| 2021-07-26 |
update person_title Joe Schauenberg: Managing Director, Healthcare => Managing Director, Head of Healthcare IT |
| 2021-07-26 |
update person_title John Andrew: Managing Director, Head of Italian Banking => Senior Director |
| 2021-07-26 |
update person_title John Sonnier: Managing Director, Healthcare => Managing Director, Head of Biopharma |
| 2021-07-26 |
update person_title Josh Ollek: Director, Industrials => Director, Aerospace / Defense & Government Services |
| 2021-07-26 |
update person_title Julien Darmon: Managing Director, Services and Industrials => Managing Director, Industrial Growth Products |
| 2021-07-26 |
update person_title Justine Chiou: Managing Director, Services => Managing Director, Tech - Enabled Services |
| 2021-07-26 |
update person_title Karl Palasz: Managing Director, Healthcare => Managing Director, Healthcare IT |
| 2021-07-26 |
update person_title Kate Hui: Director, Services => Director, Tech - Enabled Services |
| 2021-07-26 |
update person_title Kerr Robertson: Managing Director, Healthcare => Managing Director, Healthcare Services |
| 2021-07-26 |
update person_title Kunal Jain: Director, Healthcare => Director, Medical Technology |
| 2021-07-26 |
update person_title Kyle McNaught: Director => Director, Tech - Enabled Services |
| 2021-07-26 |
update person_title Laura Van Peenan: Managing Director, Financial Sponsors Group => Managing Director, Head of Alternative Private Equity |
| 2021-07-26 |
update person_title Luiz Greca: Director, Healthcare => Director, Healthcare IT |
| 2021-07-26 |
update person_title Manuel Chavez: Managing Director, Healthcare => Managing Director, Healthcare Services |
| 2021-07-26 |
update person_title Mark Brady: Senior Director, M & a => Senior Director |
| 2021-07-26 |
update person_title Mark-Manuel Brune: Director, Industrials => Director, Industrial Growth Products |
| 2021-07-26 |
update person_title Matt Conaty: Managing Director, Financial Sponsors => Managing Director, Financial Sponsors Group |
| 2021-07-26 |
update person_title Matt Gilmore: Managing Director, Industrials => Managing Director, Industrial Growth Products |
| 2021-07-26 |
update person_title Matthew Zimmer: Member of the Institutional Investment Management Team; Managing Director, Head of Services & Industrials; Investment Banking => Managing Director, Head of Supply Chain, Commercial Services & Technologies; Member of the Institutional Investment Management Team; Investment Banking |
| 2021-07-26 |
update person_title Michael Basil: Managing Director, Industrials => Managing Director, Industrial Growth Products |
| 2021-07-26 |
update person_title Michael Gebo: Managing Director, Financial Services => Managing Director, Tech - Enabled Services |
| 2021-07-26 |
update person_title Moritz-Benedikt Rottwinkel: Managing Director, Healthcare => Managing Director, Healthcare Services |
| 2021-07-26 |
update person_title Patrick Nally: Managing Director, Industrials => Managing Director, Industrial Growth Products |
| 2021-07-26 |
update person_title Paul Hindsley: Managing Director, Industrials => Managing Director, Industrial Growth Products |
| 2021-07-26 |
update person_title Paul Majeski: Director, Services => Director, Supply Chain, Commercial Services & Technologies |
| 2021-07-26 |
update person_title Peter Dalrymple: Managing Director, Co - Head of Technology Investment Banking; Member of the Institutional Investment Management Team; Investment Banking => Managing Director, Co - Head of Technology; Member of the Institutional Investment Management Team; Investment Banking |
| 2021-07-26 |
update person_title Philipp Mohr: Investment Banking; Managing Director, Head of DACH => Investment Banking; Managing Director, Head of DACH Banking |
| 2021-07-26 |
update person_title Rainer Hepberger: Managing Director, Healthcare => Managing Director, Healthcare Services |
| 2021-07-26 |
update person_title Rashmi Singh: Director, Services => Director, Supply Chain, Commercial Services & Technologies |
| 2021-07-26 |
update person_title Ro Bhandari: Managing Director, Healthcare => Managing Director, Medical Technology |
| 2021-07-26 |
update person_title Russ Dunlap: Director, Services => Director, Tech - Enabled Services |
| 2021-07-26 |
update person_title Ryan Foley: Director, Industrials => Director, Industrial Growth Products |
| 2021-07-26 |
update person_title Sam Tinaglia: Managing Director, Industrials => Managing Director, Industrial Growth Products |
| 2021-07-26 |
update person_title Scott Paton: Managing Director, Financial Sponsors => Managing Director, Financial Sponsors Group |
| 2021-07-26 |
update person_title Scott Patterson: Senior Director, Services => Senior Director |
| 2021-07-26 |
update person_title Simon Baertl: Managing Director => Managing Director, Technology |
| 2021-07-26 |
update person_title Steve Tole: Member of the Institutional Investment Management Team; Managing Director, Co - Head of Healthcare; Investment Banking => Managing Director, Head of Healthcare; Member of the Institutional Investment Management Team; Investment Banking |
| 2021-07-26 |
update person_title Uwe Helin: Managing Director, Industrials => Managing Director, Industrial Growth Products |
| 2021-07-26 |
update person_title Valentin Werlé: Director => Director, Technology |
| 2021-07-26 |
update website_status DomainNotFound => OK |
| 2021-06-24 |
update website_status OK => DomainNotFound |
| 2021-05-24 |
delete managingdirector Alexander Matthes |
| 2021-05-24 |
insert managingdirector Benjamin Riback |
| 2021-05-24 |
delete person Alexander Matthes |
| 2021-05-24 |
delete person Cameron Morris |
| 2021-05-24 |
delete phone 28 2017 |
| 2021-05-24 |
delete phone 28 2018 |
| 2021-05-24 |
insert person Andrew Hranka |
| 2021-05-24 |
insert person Benjamin Riback |
| 2021-05-24 |
insert person Christin Zindrick |
| 2021-05-24 |
insert person Jamil Ali |
| 2021-05-24 |
insert person Vik Sharma |
| 2021-05-24 |
insert phone 28 2020 |
| 2021-04-09 |
insert managingdirector Alexander Matthes |
| 2021-04-09 |
insert otherexecutives Aaron Van Osdol |
| 2021-04-09 |
insert otherexecutives Alvaro Hernandez |
| 2021-04-09 |
insert otherexecutives Kelly Martin |
| 2021-04-09 |
insert otherexecutives Kyle McNaught |
| 2021-04-09 |
insert otherexecutives Robert Metzger |
| 2021-04-09 |
insert otherexecutives Valentin Werlé |
| 2021-04-09 |
delete person Charlotte Charlotte |
| 2021-04-09 |
delete person Sharon Zackfia |
| 2021-04-09 |
insert associated_investor Industrial Growth Partners |
| 2021-04-09 |
insert email br..@williamblair.com |
| 2021-04-09 |
insert email jh..@williamblair.com |
| 2021-04-09 |
insert person Bhavan Suri |
| 2021-04-09 |
insert person Brian Flynn |
| 2021-04-09 |
insert person Christoph Wunn |
| 2021-04-09 |
insert person Corey Minturn |
| 2021-04-09 |
insert person James Bennett |
| 2021-04-09 |
insert person Jay Ferguson |
| 2021-04-09 |
insert person Jo Trahms |
| 2021-04-09 |
insert person John Diamond |
| 2021-04-09 |
insert person Tom Wilson |
| 2021-04-09 |
insert phone +1 470 351 6927 |
| 2021-04-09 |
insert phone +1 470 351 6928 |
| 2021-04-09 |
update person_description Bram C. Hall => Bram C. Hall |
| 2021-04-09 |
update person_title Aaron Van Osdol: Director Chicago => Director; Director, Services |
| 2021-04-09 |
update person_title Alexander Matthes: Managing Director Frankfurt Frankfurt => Managing Director; Managing Director, Consumer |
| 2021-04-09 |
update person_title Alvaro Hernandez: Director London => Director, Services and Industrials; Director |
| 2021-04-09 |
update person_title Andrew Kugajevsky: Director Charlotte => Director, Industrials |
| 2021-04-09 |
update person_title Anu Sharma: Member of the Institutional Investment Management Team; Investment Banking; Managing Director Financial Sponsor Coverage London London => Managing Director, Head of European Investment Banking; Member of the Institutional Investment Management Team; Investment Banking; Partner |
| 2021-04-09 |
update person_title Brandon Lower: Investment Banking; Managing Director Financial Sponsor Coverage New York New York => Investment Banking; Managing Director and Head of Financial Sponsors; Managing Director, Head of Financial Sponsors; Global Head of the Financial Sponsors Group |
| 2021-04-09 |
update person_title Brett Paschke: Managing Director Equity Capital Markets Chicago Chicago => Managing Director, Equity Capital Markets |
| 2021-04-09 |
update person_title Brian Oleniczak: Director Chicago => Director, Consumer & Retail |
| 2021-04-09 |
update person_title Cameron Morris: Director Chicago => Director, Industrials |
| 2021-04-09 |
update person_title Carl Hardie: Director Chicago => Director, Healthcare |
| 2021-04-09 |
update person_title Charles Ruppert: Director San Francisco => Director, Technology |
| 2021-04-09 |
update person_title Charles Watson: Managing Director Chicago Charlotte => Managing Director, Financial Sponsors |
| 2021-04-09 |
update person_title Christopher Lane: Member of the Institutional Investment Management Team; Managing Director San Francisco; Investment Banking => Member of the Institutional Investment Management Team; Investment Banking; Managing Director, Co - Head Technology |
| 2021-04-09 |
update person_title Chu-An Lee: Director Chicago => Director, Consumer & Retail |
| 2021-04-09 |
update person_title Corey Ryan: Managing Director Chicago => Managing Director, Industrials |
| 2021-04-09 |
update person_title Craig Fryer: Director San Francisco => Director, Healthcare |
| 2021-04-09 |
update person_title Dan Gardella: Director New York => Director, Financial Sponsors |
| 2021-04-09 |
update person_title Dewey Martinelli: Managing Director Chicago Chicago => Managing Director, Healthcare |
| 2021-04-09 |
update person_title Dirk Felsmann: Managing Director Frankfurt Frankfurt => Managing Director, Financial Sponsors |
| 2021-04-09 |
update person_title Drew Janes: Director Chicago => Director, Financial Sponsors |
| 2021-04-09 |
update person_title Edgar D. Jannotta: Chairman Emeritus Chicago Chicago => Chairman Emeritus |
| 2021-04-09 |
update person_title Eike Dickmann: Director Frankfurt => Director, Consumer & Retail |
| 2021-04-09 |
update person_title Eugene Kim: Managing Director New York New York => Managing Director, Corporate Advisory |
| 2021-04-09 |
update person_title Gordie Vap: Gordie Vap Managing Director => Managing Director, Industrials |
| 2021-04-09 |
update person_title Jack Blomfield: Director, Industrials => Director, Services |
| 2021-04-09 |
update person_title James O'Connor: Managing Director Chicago => Managing Director, Head of Venture Capital Group |
| 2021-04-09 |
update person_title Jamie Hamilton: Managing Director Atlanta => Investment Banking; Managing Director, Technology |
| 2021-04-09 |
update person_title Jason Sunderson: Managing Director Chicago => Managing Director, Services |
| 2021-04-09 |
update person_title John Moore: Institutional Sales & Trading => Institutional Sales & Trading; Institutional Equity Sales & Trading |
| 2021-04-09 |
update person_title John Sonnier: Managing Director Chicago => Managing Director, Healthcare |
| 2021-04-09 |
update person_title Jonathan Skinner: Investment Banking; Managing Director Financial Sponsor Coverage Boston Chicago => Investment Banking; Managing Director, Technology |
| 2021-04-09 |
update person_title Julien Darmon: Managing Director, Industrials => Managing Director, Services and Industrials |
| 2021-04-09 |
update person_title Kate Hui: Director Chicago => Director, Services |
| 2021-04-09 |
update person_title Kelly Martin: Senior Director Private Equity Chicago Chicago => Senior Director |
| 2021-04-09 |
update person_title Kerr Robertson: Kerr Robertson Managing Director => Managing Director, Healthcare |
| 2021-04-09 |
update person_title Kunal Jain: Director Chicago => Director, Healthcare |
| 2021-04-09 |
update person_title Kyle McNaught: Director Chicago => Director |
| 2021-04-09 |
update person_title Luiz Greca: Director Chicago => Director, Healthcare |
| 2021-04-09 |
update person_title Matt Schultz: Managing Director San Francisco => Managing Director, Technology |
| 2021-04-09 |
update person_title Michael Siska: Managing Director Chicago Chicago => Managing Director, Consumer & Retail |
| 2021-04-09 |
update person_title Michael Ward: Managing Director Corporate Debt Chicago Chicago => Managing Director, Leveraged Finance |
| 2021-04-09 |
update person_title Moritz-Benedikt Rottwinkel: Managing Director Frankfurt => Managing Director, Healthcare |
| 2021-04-09 |
update person_title Paul Majeski: Director New York => Director, Services |
| 2021-04-09 |
update person_title Per-Ake Stahl: Managing Director San Francisco San Francisco => Managing Director, Technology |
| 2021-04-09 |
update person_title Peter Dalrymple: Managing Director, Co - Head of Technology; Member of the Institutional Investment Management Team; Investment Banking => Managing Director, Co - Head of Technology Investment Banking; Member of the Institutional Investment Management Team; Investment Banking |
| 2021-04-09 |
update person_title Rainer Hepberger: Managing Director London => Managing Director, Healthcare |
| 2021-04-09 |
update person_title Raphael Grunschlag: Managing Director London London => Managing Director, Technology |
| 2021-04-09 |
update person_title Robert Metzger: Senior Director Financial ServicesTechnology Chicago Chicago => Senior Director |
| 2021-04-09 |
update person_title Russ Dunlap: Director Chicago => Director, Services |
| 2021-04-09 |
update person_title Ryan Foley: Director Chicago => Director, Industrials |
| 2021-04-09 |
update person_title Scott Mattson: Investment Banking; Managing Director Boston Boston => Investment Banking; Managing Director, Technology |
| 2021-04-09 |
update person_title Scott Paton: Managing Director Boston => Managing Director, Financial Sponsors |
| 2021-04-09 |
update person_title Scott Patterson: Senior Director Business Services Chicago Chicago => Senior Director, Services |
| 2021-04-09 |
update person_title Solange-Marie Velazquez: Director Chicago => Director, Technology |
| 2021-04-09 |
update person_title Steve Tole: Managing Director, Co - Head of Healthcare => Member of the Institutional Investment Management Team; Managing Director, Co - Head of Healthcare; Investment Banking |
| 2021-04-09 |
update person_title Valentin Werlé: Director London => Director |
| 2021-04-09 |
update person_title Walter Prest: Director Chicago => Director, Syndicate |
| 2021-04-09 |
update robots_txt_status www.williamblair.com: 404 => 200 |
| 2021-02-13 |
delete managingdirector Patrick Nally |
| 2021-02-13 |
insert ceo John Ettelson |
| 2021-02-13 |
insert managingdirector Andreas Mentzer |
| 2021-02-13 |
insert managingdirector Andrew Arno |
| 2021-02-13 |
insert managingdirector Andy Miller |
| 2021-02-13 |
insert managingdirector Arthur van der Goes |
| 2021-02-13 |
insert managingdirector Bram C. Hall |
| 2021-02-13 |
insert managingdirector Brandon Dobell |
| 2021-02-13 |
insert managingdirector Brent Smith |
| 2021-02-13 |
insert managingdirector Brian Doyle |
| 2021-02-13 |
insert managingdirector Bryan Doherty |
| 2021-02-13 |
insert managingdirector Carl Chiou |
| 2021-02-13 |
insert managingdirector Ed Blair |
| 2021-02-13 |
insert managingdirector Simon Baertl |
| 2021-02-13 |
insert otherexecutives Andrew Gigax |
| 2021-02-13 |
insert otherexecutives Aparna Dang |
| 2021-02-13 |
insert otherexecutives Timothy Carroll |
| 2021-02-13 |
insert president John Ettelson |
| 2021-02-13 |
delete email tk..@williamblair.com |
| 2021-02-13 |
delete person Art Simon |
| 2021-02-13 |
delete person Lih-Yann Tan |
| 2021-02-13 |
delete person Tiffanie King |
| 2021-02-13 |
delete phone +1 704 969 1785 |
| 2021-02-13 |
insert email dy..@williamblair.com |
| 2021-02-13 |
insert person Andrew Gigax |
| 2021-02-13 |
insert person Aparna Dang |
| 2021-02-13 |
insert person Joe McIntyre |
| 2021-02-13 |
insert person Kevin Eisele |
| 2021-02-13 |
insert person Mark Birkett |
| 2021-02-13 |
insert person Paul Stoll |
| 2021-02-13 |
insert person Rashmi Singh |
| 2021-02-13 |
insert phone +1 704 969 1000 |
| 2021-02-13 |
update person_title Adam Filkin: Managing Director Chicago Chicago; Member of the Institutional Investment Management Team; Investment Banking => Managing Director and Head of Consumer & Retail; Member of the Institutional Investment Management Team; Investment Banking; Managing Director, Head of Consumer & Retail |
| 2021-02-13 |
update person_title Andreas Mentzer: Managing Director London London => Managing Director, Financial Sponsors Group; Managing Director |
| 2021-02-13 |
update person_title Andrew Arno: Managing Director San Francisco Chicago => Managing Director; Managing Director, Technology |
| 2021-02-13 |
update person_title Andrew Hendrie: Managing Director Chicago Chicago => Managing Director of Operations; Managing Director, Global Operations |
| 2021-02-13 |
update person_title Andrew Jessen: Managing Director Chicago Chicago => Managing Director and Co - Head of M & a; Managing Director, Co - Head of M & a |
| 2021-02-13 |
update person_title Andy Miller: Managing Director Chicago Chicago => Managing Director, Services; Managing Director |
| 2021-02-13 |
update person_title Arthur van der Goes: Managing Director Amsterdam => Managing Director; Managing Director, Consumer & Retail |
| 2021-02-13 |
update person_title Beth Satterfield: Managing Director Chicago; Member of the Institutional Investment Management Team; Investment Banking => Member of the Institutional Investment Management Team; Investment Banking; Managing Director, Head of Market Development; Managing Director and Head of Market Development |
| 2021-02-13 |
update person_title Bram C. Hall: Managing Director Charlotte => Managing Director, Industrials; Managing Director |
| 2021-02-13 |
update person_title Brandon Dobell: Managing Director Chicago => Managing Director, Services; Managing Director |
| 2021-02-13 |
update person_title Brent Felitto: Managing Director Healthcare Chicago Chicago => Managing Director, Co - Head of Healthcare; Managing Director and Co - Head of Healthcare |
| 2021-02-13 |
update person_title Brent Gledhill: Member of the Institutional Investment Management Team; Investment Banking; Managing Director Chicago, London Chicago => Managing Director, Global Head of Investment Banking; Member of the Institutional Investment Management Team |
| 2021-02-13 |
update person_title Brent Smith: Managing Director Chicago Chicago => Managing Director; Managing Director, Consumer & Retail |
| 2021-02-13 |
update person_title Brian Doyle: Managing Director Chicago Chicago => Managing Director, Healthcare; Managing Director |
| 2021-02-13 |
update person_title Britt Trukenbrod: Managing Director Chicago Chicago => Managing Director, Services |
| 2021-02-13 |
update person_title Bryan Doherty: Managing Director Boston => Managing Director; Managing Director, Financial Sponsors |
| 2021-02-13 |
update person_title Carl Chiou: Managing Director San Francisco => Managing Director, Equity Capital Markets; Managing Director |
| 2021-02-13 |
update person_title Christina Bresani: Investment Banking; Managing Director New York => Managing Director, Head of Corporate Advisory; Investment Banking; Managing Director and Head of Corporate Advisory |
| 2021-02-13 |
update person_title Daniel Connolly: Managing Director Chicago Chicago => Managing Director, Co - Head of Global M & a |
| 2021-02-13 |
update person_title Daniel Daul: Managing Director Chicago Chicago => Managing Director, Technology |
| 2021-02-13 |
update person_title Dave Coolidge: Vice Chairman Chicago Chicago => Vice Chairman |
| 2021-02-13 |
update person_title Derek Beres: Managing Director Charlotte => Managing Director, Services |
| 2021-02-13 |
update person_title Ed Blair: Managing Director Chicago Chicago => Managing Director |
| 2021-02-13 |
update person_title Edward Nakayama: Director Chicago => Managing Director, Healthcare |
| 2021-02-13 |
update person_title Ellen-Blair Chube: Managing Director Chicago Chicago => Managing Director, Client Service Officer |
| 2021-02-13 |
update person_title Elliot Farkas: Managing Director Chicago Chicago => Managing Director, Industrials |
| 2021-02-13 |
update person_title Evan Brainerd: Director Chicago => Managing Director, Technology |
| 2021-02-13 |
update person_title Fritz Buerger: Managing Director Chicago => Managing Director, Healthcare |
| 2021-02-13 |
update person_title Jack Blomfield: Director London => Director, Industrials |
| 2021-02-13 |
update person_title Jason Arnold: Director London => Managing Director, Healthcare |
| 2021-02-13 |
update person_title Jeff Burtelow: Managing Director Chicago Chicago => Managing Director, Services |
| 2021-02-13 |
update person_title Jeff Dorsheimer: Director Chicago => Managing Director, Healthcare |
| 2021-02-13 |
update person_title Jerry Darko: Director San Francisco => Director, Technology |
| 2021-02-13 |
update person_title Joe Schauenberg: Managing Director Chicago Chicago => Managing Director, Healthcare |
| 2021-02-13 |
update person_title John Andrew: Managing Director London => Managing Director, Head of Italian Banking |
| 2021-02-13 |
update person_title John Ettelson: President & Chief Executive Officer Chicago Chicago; Member of the Institutional Investment Management Team; Executive Management & Administration => Member of the Institutional Investment Management Team; President; Executive Management & Administration; Chief Executive Officer |
| 2021-02-13 |
update person_title John Ivey: Director Boston => Managing Director, Technology |
| 2021-02-13 |
update person_title John LeVert: Director Chicago => Managing Director, Consumer & Retail |
| 2021-02-13 |
update person_title Josh Ollek: Director Charlotte => Director, Industrials |
| 2021-02-13 |
update person_title Julien Darmon: Managing Director London => Managing Director, Industrials |
| 2021-02-13 |
update person_title Justine Chiou: Managing Director Chicago => Managing Director, Services |
| 2021-02-13 |
update person_title Karl Palasz: Managing Director Chicago Chicago => Managing Director, Healthcare |
| 2021-02-13 |
update person_title Laura Van Peenan: Managing Director Chicago Chicago => Managing Director, Financial Sponsors Group |
| 2021-02-13 |
update person_title Lindsay Carlson: Director Chicago => Director, Consumer & Retail |
| 2021-02-13 |
update person_title Maarten Meurs: Managing Director London; Investment Banking => Investment Banking; Managing Director, Financial Sponsors Group |
| 2021-02-13 |
update person_title Manuel Chavez: Managing Director Chicago => Managing Director, Healthcare |
| 2021-02-13 |
update person_title Mark Brady: Senior Director Financial Sponsor CoverageMergers and Acquisitions Chicago Chicago => Senior Director, M & a |
| 2021-02-13 |
update person_title Mark-Manuel Brune: Director Frankfurt => Director, Industrials |
| 2021-02-13 |
update person_title Matt Conaty: Managing Director San Francisco => Managing Director, Financial Sponsors |
| 2021-02-13 |
update person_title Matt Gilmore: Managing Director Chicago => Managing Director, Industrials |
| 2021-02-13 |
update person_title Matthew Zimmer: Managing Director London London; Member of the Institutional Investment Management Team; Investment Banking => Member of the Institutional Investment Management Team; Managing Director, Head of Services & Industrials; Investment Banking |
| 2021-02-13 |
update person_title Michael Basil: Director Chicago => Managing Director, Industrials |
| 2021-02-13 |
update person_title Michael Doyle: Managing Director Chicago => Managing Director, Consumer & Retail |
| 2021-02-13 |
update person_title Michael Gebo: Managing Director New York New York => Managing Director, Financial Services |
| 2021-02-13 |
update person_title Michael Holbrook: Director San Francisco => Managing Director, Technology |
| 2021-02-13 |
update person_title Michael Sabo: Director Chicago => Director, Consumer & Retail |
| 2021-02-13 |
update person_title Patrick Nally: Managing Director => Managing Director, Industrials |
| 2021-02-13 |
update person_title Paul Hindsley: Managing Director Chicago Chicago => Managing Director, Industrials |
| 2021-02-13 |
update person_title Peter Dalrymple: Managing Director Boston; Member of the Institutional Investment Management Team; Investment Banking => Managing Director, Co - Head of Technology; Member of the Institutional Investment Management Team; Investment Banking |
| 2021-02-13 |
update person_title Philipp Mohr: Investment Banking; Managing Director Frankfurt Frankfurt => Investment Banking; Managing Director, Head of DACH |
| 2021-02-13 |
update person_title Rakhee Bhagat: Managing Director New York => Managing Director, Equity Capital Markets |
| 2021-02-13 |
update person_title Ro Bhandari: Managing Director Chicago San Francisco => Managing Director, Healthcare |
| 2021-02-13 |
update person_title Robert Abbe: Managing Director San Francisco San Francisco => Managing Director, Technology |
| 2021-02-13 |
update person_title Sam Tinaglia: Managing Director Industrials Chicago Chicago => Managing Director, Industrials |
| 2021-02-13 |
update person_title Sean Gardner: Managing Director New York => Managing Director, Financial Sponsors Group |
| 2021-02-13 |
update person_title Sean Huss: Managing Director Chicago => Managing Director, Consumer & Retail |
| 2021-02-13 |
update person_title Simon Baertl: Managing Director Frankfurt Frankfurt => Managing Director |
| 2021-02-13 |
update person_title Spencer Crawford: Managing Director San Francisco; Investment Banking => Investment Banking; Managing Director, Financial Sponsors Group |
| 2021-02-13 |
update person_title Steve Tole: Managing Director Chicago => Managing Director, Co - Head of Healthcare |
| 2021-02-13 |
update person_title Stewart Licudi: Managing Director Financial Sponsor Coverage London London => Managing Director, Financial Sponsors Group |
| 2021-02-13 |
update person_title Timothy Carroll: Senior Director Cross Border Chicago Chicago => Senior Director |
| 2021-02-13 |
update person_title Uwe Helin: Managing Director Frankfurt => Managing Director, Industrials |
| 2021-01-14 |
insert managingdirector Brian Friedman |
| 2021-01-14 |
insert managingdirector Gary Morabito |
| 2021-01-14 |
insert managingdirector James Bertram |
| 2021-01-14 |
insert otherexecutives Megan Alexander |
| 2021-01-14 |
insert otherexecutives Vineet D'Souza |
| 2021-01-14 |
delete address 1 Robinson Road #17-00 AIA Tower Singapore 048542, SINGAPORE |
| 2021-01-14 |
delete address 101 N. Tryon Street
6th Floor
Charlotte, NC 28202 |
| 2021-01-14 |
delete address 101 N. Tryon Street 6th Floor Charlotte, NC 28246 |
| 2021-01-14 |
delete address 101 N. Tyron Street 6th Floor Charlotte, NC 28246 |
| 2021-01-14 |
delete address Singapore 2
1 Robinson Road
#17-00 AIA Tower
Singapore 048542
Republic of Singapore |
| 2021-01-14 |
delete person Heather Mosbacher Reiner |
| 2021-01-14 |
delete person Marina Bozilenko |
| 2021-01-14 |
delete person Michael Amez |
| 2021-01-14 |
delete person Nate Brochmann |
| 2021-01-14 |
delete phone +1 704 969 1736 |
| 2021-01-14 |
insert address 100 International Drive
Suite 19000
Baltimore, MD 21202
United States |
| 2021-01-14 |
insert address 101 South Tryon Street
Suite 2000
Charlotte, NC 28280
United States |
| 2021-01-14 |
insert address 101 South Tryon Street Suite 2000 Charlotte, NC 28280 |
| 2021-01-14 |
insert address 1166 Avenue of the Americas
20th Floor
New York, NY 10036
United States |
| 2021-01-14 |
insert address 125 High Street
Oliver Street Tower
Suite 1901
Boston, MA 02110
United States |
| 2021-01-14 |
insert address 18 Robinson Road Level 16-01 (Suite 1619) Singapore 048547, SINGAPORE |
| 2021-01-14 |
insert address 3060 Peachtree Road NW
Suite 900
Atlanta, GA 30305
United States |
| 2021-01-14 |
insert address 343 Sansome Street
12th Floor
San Francisco, CA 94104
United States |
| 2021-01-14 |
insert address 9465 Wilshire Boulevard
3rd Floor
Beverly Hills, CA 90212
United States |
| 2021-01-14 |
insert address The William Blair Building
150 North Riverside Plaza
Chicago, IL 60606
United States |
| 2021-01-14 |
insert person Gil Fitzgerald |
| 2021-01-14 |
insert person Laura Coy |
| 2021-01-14 |
insert person Lih-Yann Tan |
| 2021-01-14 |
insert person Scott Paton |
| 2021-01-14 |
insert phone +1 704 969 1785 |
| 2021-01-14 |
update person_title Albert Lacher: Vice President, Wealth Advisor / Marc Lacher Wealth Advisor / Matt LaFontaine Wealth Advisor; Wealth Advisor With the Private Wealth Management Group; Vice President, Wealth Advisor => Wealth Advisor With the Private Wealth Management Group; Vice President, Wealth Advisor |
| 2021-01-14 |
update person_title Alex Scull: Partner, Wealth Advisor / Brian Schultz Wealth Advisor / Alex Scull Wealth Advisor; Investment Associate; Wealth Advisor => Business Development Associate |
| 2021-01-14 |
update person_title Brian Friedman: Managing Director Chicago => Managing Director, Equity Capital Markets; Managing Director |
| 2021-01-14 |
update person_title Christopher Brathwaite: Managing Director, Wealth Planning & Proceeds Structuring / Nate Brochmann Wealth Advisor / Kevin Brock Wealth Advisor => Managing Director, Wealth Planning & Proceeds Structuring |
| 2021-01-14 |
update person_title Christopher Glass: Managing Director, Wealth Advisor / Tim Gleason Wealth Advisor / Pat Gleason Wealth Advisor => Managing Director, Wealth Advisor |
| 2021-01-14 |
update person_title Craig Savage: Partner, Wealth Advisor / Brian Schultz Wealth Advisor / Alex Scull Wealth Advisor => Partner, Wealth Advisor |
| 2021-01-14 |
update person_title Gary Morabito: Director Chicago => Managing Director, Equity Capital Markets; Managing Director |
| 2021-01-14 |
update person_title Greg South: Director San Francisco => Managing Director, Technology |
| 2021-01-14 |
update person_title James Bertram: Managing Director Consumer and Retail Chicago Chicago => Managing Director; Managing Director, Consumer & Retail |
| 2021-01-14 |
update person_title Jamie Wildman: Partner, Merchant Banking; Managing Director Financial Sponsor Coverage Chicago Chicago => Partner, Merchant Banking |
| 2021-01-14 |
update person_title Kelly Martin: Managing Director Private Equity Chicago Chicago => Senior Director Private Equity Chicago Chicago |
| 2021-01-14 |
update person_title Megan Alexander: Director Chicago => Director, Corporate Advisory; Director |
| 2021-01-14 |
update person_title Michael Doyle: Director Chicago => Managing Director Chicago |
| 2021-01-14 |
update person_title Steve Maletzky: Managing Director Chicago Chicago => Managing Director, Head of Equity Capital Markets |
| 2021-01-14 |
update person_title Tom Wilson: Partner, Wealth Advisor / Matthew J. Wilson Wealth Advisor => Partner, Wealth Advisor |
| 2021-01-14 |
update person_title Vineet D'Souza: Director Chicago => Director, Corporate Advisory; Director |
| 2020-10-30 |
update accounts_last_madeup_date 2018-12-31 => 2019-12-31 |
| 2020-10-30 |
update accounts_next_due_date 2020-12-31 => 2021-09-30 |
| 2020-10-03 |
delete address Sydney 2
Level 26, 1 Bligh Street
Sydney, NSW 2000
Australia |
| 2020-10-03 |
delete email bd..@williamblair.com |
| 2020-10-03 |
delete email bl..@williamblair.com |
| 2020-10-03 |
delete person Jason Sutherland |
| 2020-10-03 |
delete person Joe Niemiec |
| 2020-10-03 |
delete person Olivier Lopez |
| 2020-10-03 |
delete person Shay Brokemond |
| 2020-10-03 |
delete phone +1 212 237 2716 |
| 2020-10-03 |
delete phone +1 617 235 7549 |
| 2020-10-03 |
insert address 1 Robinson Road #17-00 AIA Tower Singapore 048542, SINGAPORE |
| 2020-10-03 |
insert address Singapore 2
1 Robinson Road
#17-00 AIA Tower
Singapore 048542
Republic of Singapore |
| 2020-10-03 |
insert address Sydney 3
Level 26, 1 Bligh Street
Sydney, NSW 2000
Australia |
| 2020-10-03 |
insert alias William Blair International (Singapore) Pte. Ltd. |
| 2020-10-03 |
insert email cb..@williamblair.com |
| 2020-10-03 |
insert person Arthur van der Goes |
| 2020-10-03 |
insert person Donald Yeomans |
| 2020-10-03 |
insert person Erika Alexander |
| 2020-10-03 |
insert phone +1 212 237 2746 |
| 2020-10-03 |
update person_title Andrew T. Feichter: Managing Director, Wealth Advisor; Managing Director, Wealth Advisor the Feichter Group => Partner, Wealth Advisor the Feichter Group; Partner, Wealth Advisor |
| 2020-10-03 |
update person_title Christopher Glass: Managing Director, Wealth Advisor => Managing Director, Wealth Advisor / Tim Gleason Wealth Advisor / Pat Gleason Wealth Advisor |
| 2020-10-03 |
update person_title Jamie Wildman: Managing Director Financial Sponsor Coverage Chicago Chicago => Partner, Merchant Banking; Managing Director Financial Sponsor Coverage Chicago Chicago |
| 2020-10-03 |
update person_title Steve Elkins: Partner, Wealth Advisor => Partner, Wealth Advisor / Eve Ellis Wealth Advisor / Elinor Escamilla Wealth Advisor |
| 2020-10-03 |
update person_title Tom Wilson: Partner, Wealth Advisor => Partner, Wealth Advisor / Matthew J. Wilson Wealth Advisor |
| 2020-09-08 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/19 |
| 2020-08-26 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 20/08/20, NO UPDATES |
| 2020-07-28 |
delete address Taunustor 1
60310 Frankfurt
Germany |
| 2020-07-28 |
delete person Colin Cook |
| 2020-07-28 |
delete person James Foege |
| 2020-07-28 |
delete person Julie Alcala |
| 2020-07-28 |
delete person Lynn Brens |
| 2020-07-28 |
delete phone +49 69 509 527 700 |
| 2020-07-28 |
insert address OMNITURM Große Gallusstraße 16-18 42nd Floor 60312 Frankfurt am Main, Germany |
| 2020-07-28 |
insert email bd..@williamblair.com |
| 2020-07-28 |
insert person Cissie Citardi |
| 2020-07-28 |
insert person Franziska Laepple |
| 2020-07-28 |
insert person Luke Hepler |
| 2020-07-28 |
insert person Madison Wright |
| 2020-07-28 |
insert phone +1 617 235 7549 |
| 2020-07-28 |
update person_description Megan Alexander => Megan Alexander |
| 2020-07-28 |
update person_title Anthony Faut: Partner, Wealth Advisor / Anthony Faut Wealth Advisor => Relationship Manager |
| 2020-07-28 |
update person_title Bill Escamilla: Partner, Wealth Advisor McMullan Escamilla Walania Team; Partner, Wealth Advisor / Anthony Faut Wealth Advisor; Wealth Advisor => Partner, Wealth Advisor McMullan Escamilla Walania Team; Partner, Wealth Advisor |
| 2020-07-28 |
update person_title Christopher Glass: Managing Director, Wealth Advisor / Tim Gleason Wealth Advisor / Pat Gleason Wealth Advisor => Managing Director, Wealth Advisor |
| 2020-07-28 |
update person_title Daniel Zelazny: Head of William Blair Financial Institutions National Accounts ( FINA ) Financial Intermediaries - Advisor Solutions Chicago => Head of William Blair Financial Institutions National Accounts ( FINA ) Financial Institutions National Accounts ( FINA ) Chicago |
| 2020-07-28 |
update person_title Heather Gardner: Business Development, Financial Institutions National Accounts Institutional Chicago => Business Development, Financial Institutions National Accounts Financial Institutions National Accounts ( FINA ) Chicago |
| 2020-07-28 |
update person_title James Dunham: Director of Financial Institutions and National Accounts Institutional New York => Director of Financial Institutions and National Accounts Financial Institutions National Accounts ( FINA ) New York |
| 2020-07-28 |
update person_title Jason Lloyd: National Accounts Director, Financial Institutions National Accounts Financial Intermediaries - Advisor Solutions Chicago => National Accounts Director, Financial Institutions National Accounts Financial Institutions National Accounts ( FINA ) Chicago |
| 2020-07-28 |
update person_title John Salvino: Partner, Wealth Advisor / Katie Savage Wealth Advisor => Partner, Wealth Advisor |
| 2020-07-28 |
update person_title Katie Savage: Partner, Wealth Advisor / Katie Savage Wealth Advisor => Business Manager |
| 2020-07-28 |
update person_title Steve Elkins: Partner, Wealth Advisor / Eve Ellis Wealth Advisor / Elinor Escamilla Wealth Advisor => Partner, Wealth Advisor |
| 2020-07-08 |
update accounts_next_due_date 2020-09-30 => 2020-12-31 |
| 2020-06-26 |
delete address 200 East Pratt Street, Suite 463 Baltimore, MD 21202 |
| 2020-06-26 |
insert address 100 International Drive, Suite 19000 Baltimore, MD 21202 |
| 2020-06-26 |
insert person Jamie Hamilton |
| 2020-06-26 |
insert person Megan Miller |
| 2020-06-26 |
update person_description Megan Alexander => Megan Alexander |
| 2020-06-26 |
update person_title Adam O'Connor: Regional Director, Midwest Chicago Financial Intermediaries - Advisor Solutions Chicago => Regional Director Chicago Financial Intermediaries - Advisor Solutions Chicago |
| 2020-06-26 |
update person_title Colin Cook: Senior Regional Associate, East Region Financial Intermediaries - Advisor Solutions Chicago => Senior Regional Associate Financial Intermediaries - Advisor Solutions Chicago |
| 2020-06-26 |
update person_title James Foege: Senior Regional Associate, Northeast Region Financial Intermediaries - Advisor Solutions Chicago => Client Service Associate Financial Intermediaries - Advisor Solutions Chicago |
| 2020-06-26 |
update person_title James White: Consultant Relations and Business Development, Midwest and Southeast Regions Business Development Institutional Chicago => Consultant Relations and Business Development Business Development Institutional Chicago |
| 2020-06-26 |
update person_title Kelly Allison: Consultant Relations and Business Development, Midwest and Southeast Regions Institutional Chicago => Consultant Relations and Business Development Institutional Chicago |
| 2020-06-26 |
update person_title Kevin Fetzer: Consultant Relations and Business Development, Midwest and Southeast Regions Business Development Institutional Chicago => Consultant Relations and Business Development Business Development Institutional Chicago |
| 2020-06-26 |
update person_title Louie Fetch: Senior Regional Associate, West Region Financial Intermediaries - Advisor Solutions Chicago => Senior Regional Associate Financial Intermediaries - Advisor Solutions Chicago |
| 2020-06-26 |
update person_title Madelyn Schiller: Consultant Relations and Business Development, Eastern Region Institutional Chicago => Consultant Relations and Business Development Institutional Chicago |
| 2020-06-26 |
update person_title Marty Meenaghan: Regional Director, Midwest Financial Intermediaries - Advisor Solutions Chicago => Regional Director Financial Intermediaries - Advisor Solutions Chicago |
| 2020-06-26 |
update person_title Matt Kelly: Regional Associate, West Region Financial Intermediaries - Advisor Solutions Chicago => Regional Associate Financial Intermediaries - Advisor Solutions Chicago |
| 2020-06-26 |
update person_title Mike Nelson: Senior Regional Associate, Mid - Atlantic Region Financial Intermediaries - Advisor Solutions Chicago => Terry Muldoon Regional Director Financial Intermediaries - Advisor Solutions Chicago |
| 2020-06-26 |
update person_title Nicholas Nowak: Regional Director, Northeast Region Financial Intermediaries - Advisor Solutions Chicago => Regional Director Financial Intermediaries - Advisor Solutions Chicago |
| 2020-06-26 |
update person_title Terry Muldoon: Regional Director, Southeast Region Financial Intermediaries - Advisor Solutions Chicago => Terry Muldoon Regional Director Financial Intermediaries - Advisor Solutions Chicago |
| 2020-06-26 |
update person_title Wally Fikri: Consultant Relations and Business Development, Western Region Business Development Institutional Chicago => Relationship Manager Business Development Institutional Chicago |
| 2020-05-27 |
insert phone 28 2019 |
| 2020-05-27 |
update person_description Rainer Hepberger => Rainer Hepberger |
| 2020-05-27 |
update person_title Larry Gilbert: Managing Director, Wealth Advisor => Partner, Wealth Advisor |
| 2020-04-27 |
delete otherexecutives Jonathan Lee |
| 2020-04-27 |
delete address 1602, The Center 989 Changle Road Shanghai 200031, China |
| 2020-04-27 |
delete address 17F Atago Green Hills Mori Tower 2-5-1 Atago, Minato-ku Tokyo, Japan 105-6201 |
| 2020-04-27 |
delete address 4/17 Castlereagh St. Sydney NSW 2000, Australia |
| 2020-04-27 |
delete address Office 12 Fl. Heungkuk Life Insurance Bldg. 226 Sinmunno 1-Ga, Jongno-Gu, Seoul, 110-061, Korea |
| 2020-04-27 |
delete person Eileen Sebold |
| 2020-04-27 |
delete person Jonathan Lee |
| 2020-04-27 |
delete person William Petty III |
| 2020-04-27 |
delete phone +65 6829 7101 |
| 2020-04-27 |
insert address 26F Atago Green Hills Mori Tower 2-5-1 Atago, Minato-Ku Tokyo, Japan 105-6201 |
| 2020-04-27 |
insert address HKRI Centre Two, Units 1704-1706 288 Shimen Road (No.1) Shanghai 200041, China |
| 2020-04-27 |
insert address Level 7, 2 Bligh Street Sydney NSW 2000, Australia |
| 2020-04-27 |
insert address OUE Bayfront 50 Collyer Quay #11-01 Singapore 049321, Singapore |
| 2020-04-27 |
insert phone +65 6958 1200 |
| 2020-04-27 |
insert phone +86 (21) 3217 8222 |
| 2020-04-27 |
update person_description Rainer Hepberger => Rainer Hepberger |
| 2020-04-27 |
update person_title Alvaro Hernandez: Director New York => Director London |
| 2020-04-27 |
update person_title Andrew Sims: Managing Director, Wealth Advisor the Fix Team; Managing Director, Wealth Advisor => Partner, Wealth Advisor; Partner, Wealth Advisor the Fix Team |
| 2020-04-27 |
update person_title Ashleigh Hamrick: Wealth Planner; Wealth Planner the McMullan Team => Wealth Advisor McMullan Escamilla Walania Team; Partner, Wealth Advisor / Ashleigh Hamrick Wealth Advisor |
| 2020-04-27 |
update person_title Bill Escamilla: Wealth Advisor With William Blair 's Private Wealth Management; Partner, Wealth Advisor / Anthony Faut Wealth Advisor; Partner, Wealth Advisor the Escamilla / Walania Team => Partner, Wealth Advisor McMullan Escamilla Walania Team; Partner, Wealth Advisor / Anthony Faut Wealth Advisor; Wealth Advisor |
| 2020-04-27 |
update person_title Edward J. Dunphy: Managing Director, Wealth Advisor => Partner, Wealth Advisor |
| 2020-04-27 |
update person_title Jason M. Arnold: Director San Francisco => Director London |
| 2020-04-27 |
update person_title Jim Hamman: Partner, Wealth Advisor => Partner, Wealth Advisor / Ashleigh Hamrick Wealth Advisor |
| 2020-04-27 |
update person_title Mark Brady: Managing Director Financial Sponsor CoverageMergers and Acquisitions Chicago Chicago => Senior Director Financial Sponsor CoverageMergers and Acquisitions Chicago Chicago |
| 2020-03-27 |
delete email mb..@williamblair.com |
| 2020-03-27 |
delete person Peter Ryan |
| 2020-03-27 |
delete phone +1 312 364 8853 |
| 2020-03-27 |
delete phone +1 84 8 6288 8755 |
| 2020-03-27 |
insert address Level 24, Deutsches Haus, 33 Le Duan Street District 1, Ho Chi Minh City, Vietnam |
| 2020-03-27 |
insert email ah..@bdapartners.com |
| 2020-03-27 |
insert email pd..@williamblair.com |
| 2020-03-27 |
insert email sm..@williamblair.com |
| 2020-03-27 |
insert email te..@poalimcm.com |
| 2020-03-27 |
insert person Andrew Huntley |
| 2020-03-27 |
insert person Carl Hardie |
| 2020-03-27 |
insert person Craig Fryer |
| 2020-03-27 |
insert person Evan Brainerd |
| 2020-03-27 |
insert person Kate Hui |
| 2020-03-27 |
insert person Rainer Hepberger |
| 2020-03-27 |
insert person Talor Erdan |
| 2020-03-27 |
insert person Terry O'Bryan |
| 2020-03-27 |
insert person William Petty III |
| 2020-03-27 |
insert phone +1 617 235 7532 |
| 2020-03-27 |
insert phone +1 617 235 7533 |
| 2020-03-27 |
insert phone +84 28 7300 2755 |
| 2020-03-27 |
insert phone +971 4 4019124 |
| 2020-03-27 |
insert phone +972 (3) 5675691 |
| 2020-03-27 |
insert phone +972 3 567 5333 |
| 2020-03-27 |
update person_title Christopher Glass: Managing Director, Wealth Advisor => Managing Director, Wealth Advisor / Tim Gleason Wealth Advisor / Pat Gleason Wealth Advisor |
| 2020-03-27 |
update person_title Ken Langston: Member of the Institutional Investment Management Team; Director of National Sales for William Blair 's Private Wealth Management; National Sales Director, Private Wealth Management => National Sales Director, Private Wealth Management the PWM Management Team; Member of the Institutional Investment Management Team; National Sales Director for William Blair 's Private Wealth Management; National Sales Director, Private Wealth Management |
| 2020-02-25 |
delete otherexecutives Ken Langston |
| 2020-02-25 |
delete person Brian Singer |
| 2020-02-25 |
delete person Ken McAtamney |
| 2020-02-25 |
delete person Oliver Parker |
| 2020-02-25 |
insert address 9465 Wilshire Boulevard 3rd Floor Beverly Hills, CA 90212 |
| 2020-02-25 |
insert person Andrew Kugajevsky |
| 2020-02-25 |
insert person Bram C. Hall |
| 2020-02-25 |
insert person David Adams |
| 2020-02-25 |
insert person David M. Amar |
| 2020-02-25 |
insert person Eike Dickmann |
| 2020-02-25 |
insert person John Ivey |
| 2020-02-25 |
insert person Kyle McNaught |
| 2020-02-25 |
insert person Lisa Rusch |
| 2020-02-25 |
insert person Luiz Greca |
| 2020-02-25 |
insert person Megan Alexander |
| 2020-02-25 |
insert person Michael E. Walsh |
| 2020-02-25 |
insert person Michael Mirabelli |
| 2020-02-25 |
insert person Ryan Foley |
| 2020-02-25 |
insert person Scott Monty |
| 2020-02-25 |
insert person Valentin Werlé |
| 2020-02-25 |
insert phone +1 424 600 7130 |
| 2020-02-25 |
insert phone +1 704 969 1736 |
| 2020-02-25 |
update person_title Adam Filkin: Managing Director Chicago Chicago => Managing Director Chicago Chicago; Member of the Institutional Investment Management Team; Investment Banking |
| 2020-02-25 |
update person_title Al Salvino: Partner, Wealth Advisor the Salvino Wealth Management Team; Partner, Wealth Advisor / Katie Savage Wealth Advisor; Wealth Advisor and Partner => Partner, Wealth Advisor the Salvino Wealth Management Team; Partner, Wealth Advisor; Wealth Advisor and Partner |
| 2020-02-25 |
update person_title Andrew Jessen: Managing Director Chicago Chicago; Member of the Institutional Investment Management Team; Investment Banking => Managing Director Chicago Chicago |
| 2020-02-25 |
update person_title Brett Paschke: Member of the Institutional Investment Management Team; Investment Banking; Managing Director Equity Capital Markets Chicago Chicago => Managing Director Equity Capital Markets Chicago Chicago |
| 2020-02-25 |
update person_title Christopher Lane: Managing Director San Francisco => Member of the Institutional Investment Management Team; Managing Director San Francisco; Investment Banking |
| 2020-02-25 |
update person_title Eugene Kim: Director New York New York => Managing Director New York New York |
| 2020-02-25 |
update person_title Julie Alcala: Director of Wealth Planning / Richard T. Arkwright Wealth Advisor => Director of Wealth Planning |
| 2020-02-25 |
update person_title Justine Chiou: Director Chicago => Managing Director Chicago |
| 2020-02-25 |
update person_title Ken Langston: Director of Business Development => Member of the Institutional Investment Management Team; Director of National Sales for William Blair 's Private Wealth Management; National Sales Director, Private Wealth Management |
| 2020-02-25 |
update person_title Matt Conaty: Director San Francisco => Managing Director San Francisco |
| 2020-02-25 |
update person_title Matt Gilmore: Director Chicago => Managing Director Chicago |
| 2020-02-25 |
update person_title Michael Amez: Director Chicago => Managing Director Chicago |
| 2020-02-25 |
update person_title Moritz Rottwinkel: Director Frankfurt => Managing Director Frankfurt |
| 2020-02-25 |
update person_title Peter Dalrymple: Managing Director Boston => Managing Director Boston; Member of the Institutional Investment Management Team; Investment Banking |
| 2020-02-25 |
update person_title Peter Ryan: Wealth Advisor / Bill Ryan Wealth Advisor => Wealth Advisor |
| 2020-02-25 |
update person_title Rakhee Bhagat: Director New York => Managing Director New York |
| 2020-02-25 |
update person_title Sarah Mercurio: Partner, Wealth Advisor / Ron Mitra Wealth Advisor => Partner, Wealth Advisor |
| 2020-02-25 |
update person_title Thomas Ross: Head of European Distribution Non US Distribution Institutional London; Member of the Institutional Investment Management Team; Asset Management; Institutional Investment Management => Member of the Workplace and Real Estate Management Team; Asset Management; Institutional Investment Management; Head of International Distribution Non US Distribution Institutional London |
| 2020-02-25 |
update person_title Tom Wilson: Partner, Wealth Advisor / Matthew J. Wilson Wealth Advisor => Partner, Wealth Advisor |
| 2020-02-25 |
update person_title Uwe Helin: Director Frankfurt => Managing Director Frankfurt |
| 2020-01-26 |
delete address 101 N. Tyron Street, 10th floor 6th Floor Charlotte, NC 28202 |
| 2020-01-26 |
delete person Darrell Springer |
| 2020-01-26 |
delete person Jeff Urbina |
| 2020-01-26 |
insert address 101 N. Tryon Street 6th Floor Charlotte, NC 28246 |
| 2020-01-26 |
insert address 101 N. Tyron Street 6th Floor Charlotte, NC 28246 |
| 2020-01-26 |
insert address Parkstraat 83 Haagsche Hof, Second Floor 2514 JG The Hague, Netherlands |
| 2020-01-26 |
insert address Sydney 2
Level 26, 1 Bligh Street
Sydney, NSW 2000
Australia |
| 2020-01-26 |
insert email yb..@williamblair.com |
| 2020-01-26 |
insert person Charlotte Charlotte |
| 2020-01-26 |
insert person Eve Ellis |
| 2020-01-26 |
insert person Nikolay Djibankov |
| 2020-01-26 |
insert person Yvette Babb |
| 2020-01-26 |
insert phone +31 70 701 4203 |
| 2020-01-26 |
update person_title Bill Escamilla: Wealth Advisor With William Blair 's Private Wealth Management; Partner, Wealth Advisor; Partner, Wealth Advisor the Escamilla / Walania Team => Wealth Advisor With William Blair 's Private Wealth Management; Partner, Wealth Advisor / Anthony Faut Wealth Advisor; Partner, Wealth Advisor the Escamilla / Walania Team |
| 2020-01-26 |
update person_title Charles Watson: Managing Director Chicago Chicago => Managing Director Chicago Charlotte |
| 2020-01-26 |
update person_title Eileen Sebold: National Accounts Director, Wirehouses National Accounts Financial Intermediaries - Advisor Solutions Chicago => National Accounts Director, Wirehouses National Accounts Financial Intermediaries - Advisor Solutions New York |
| 2020-01-26 |
update person_title Eugene Kim: Director Chicago New York => Director New York New York |
| 2020-01-26 |
update person_title Heather Mosbacher Reiner: Director National Accounts => Director National Accounts New York |
| 2020-01-26 |
update person_title Mark Fuller: Partner, Wealth Advisor => Partner, Wealth Advisor / Jeremy E. Frazer Wealth Advisor / Mark Fuller Wealth Advisor |
| 2020-01-26 |
update person_title Michael Gebo: Managing Director New York Chicago => Managing Director New York New York |
| 2020-01-26 |
update person_title Robert C. Fix: Partner, Wealth Advisor => Partner, Wealth Advisor / Jeremy E. Frazer Wealth Advisor / Mark Fuller Wealth Advisor |
| 2020-01-26 |
update person_title Steve Elkins: Partner, Wealth Advisor => Partner, Wealth Advisor / Eve Ellis Wealth Advisor / Elinor Escamilla Wealth Advisor |
| 2019-12-25 |
delete about_pages_linkeddomain tagaudit.com |
| 2019-12-25 |
delete career_pages_linkeddomain tagaudit.com |
| 2019-12-25 |
delete contact_pages_linkeddomain tagaudit.com |
| 2019-12-25 |
delete index_pages_linkeddomain tagaudit.com |
| 2019-12-25 |
delete investor_pages_linkeddomain tagaudit.com |
| 2019-12-25 |
delete management_pages_linkeddomain tagaudit.com |
| 2019-12-25 |
delete person Robert Asack |
| 2019-12-25 |
delete service_pages_linkeddomain tagaudit.com |
| 2019-12-25 |
insert about_pages_linkeddomain abelnoser.com |
| 2019-12-25 |
insert career_pages_linkeddomain abelnoser.com |
| 2019-12-25 |
insert contact_pages_linkeddomain abelnoser.com |
| 2019-12-25 |
insert index_pages_linkeddomain abelnoser.com |
| 2019-12-25 |
insert investor_pages_linkeddomain abelnoser.com |
| 2019-12-25 |
insert management_pages_linkeddomain abelnoser.com |
| 2019-12-25 |
insert person Erika Knierim |
| 2019-12-25 |
insert person Terry Muldoon |
| 2019-12-25 |
insert service_pages_linkeddomain abelnoser.com |
| 2019-12-25 |
update person_description Andrew T. Feichter => Andrew T. Feichter |
| 2019-12-25 |
update person_title Andrew T. Feichter: Managing Director, Wealth Advisor; Managing Director and Wealth Advisor => Managing Director, Wealth Advisor; Managing Director, Wealth Advisor the Feichter Group |
| 2019-12-25 |
update person_title Julie Alcala: Director of Wealth Planning / Richard T. Arkwright Wealth Advisor / Robert Asack Wealth Advisor => Director of Wealth Planning / Richard T. Arkwright Wealth Advisor |
| 2019-12-25 |
update person_title Marty Meenaghan: Senior Regional Associate, Midwest Region Financial Intermediaries - Advisor Solutions Chicago => Regional Director, Midwest Financial Intermediaries - Advisor Solutions Chicago |
| 2019-12-25 |
update person_title Mitchell D. Whiteman: Managing Director, Wealth Advisor / Matthew J. Wilson Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-12-25 |
update person_title Robert Kjellman: Vice President, Wealth Advisor / Andrew T. Kross Wealth Advisor => Vice President, Wealth Advisor |
| 2019-12-25 |
update person_title Thomas Salvino: Partner, Wealth Advisor / Katie Savage Wealth Advisor => Partner, Wealth Advisor |
| 2019-11-25 |
delete email af..@williamblair.com |
| 2019-11-25 |
delete person Alex François |
| 2019-11-25 |
insert email ar..@williamblair.com |
| 2019-11-25 |
insert person Vineet D'Souza |
| 2019-11-25 |
update person_title Ryan Airola: Senior Regional Director, Midwest Region Banks and Independents Financial Intermediaries - Advisor Solutions Chicago => Head of Advisor Solutions Banks and Independents Financial Intermediaries - Advisor Solutions Chicago |
| 2019-10-25 |
delete address 200 East Pratt Street, Suite 4100 Baltimore, MD 21202 |
| 2019-10-25 |
delete person Douglas Gilbert |
| 2019-10-25 |
delete person Frank Bass |
| 2019-10-25 |
delete person Mike Jancosek |
| 2019-10-25 |
delete person Roger Hill |
| 2019-10-25 |
insert address 200 East Pratt Street, Suite 463 Baltimore, MD 21202 |
| 2019-10-25 |
insert email mm..@williamblair.com |
| 2019-10-25 |
insert person Ramon Gonzalez |
| 2019-10-25 |
update person_description Andrew Sims => Andrew Sims |
| 2019-10-25 |
update person_title Andrew Sims: Managing Director, Wealth Advisor => Managing Director, Wealth Advisor the Fix Team; Managing Director, Wealth Advisor |
| 2019-10-25 |
update person_title Bill Escamilla: Wealth Advisor With William Blair 's Private Wealth Management; Partner, Wealth Advisor / Anthony Faut Wealth Advisor; Partner, Wealth Advisor the Escamilla / Walania Team => Partner, Wealth Advisor / Elinor Escamilla Wealth Advisor / Anthony Faut Wealth Advisor; Wealth Advisor With William Blair 's Private Wealth Management; Partner, Wealth Advisor the Escamilla / Walania Team |
| 2019-10-25 |
update person_title Bill Ryan: Wealth Advisor / Peter Ryan Wealth Advisor; Wealth Advisor => Wealth Advisor / Bill Ryan Wealth Advisor; Wealth Advisor |
| 2019-10-25 |
update person_title Christopher Glass: Managing Director, Wealth Advisor / Tim Gleason Wealth Advisor / Pat Gleason Wealth Advisor => Managing Director, Wealth Advisor / Pat Gleason Wealth Advisor / Tim Gleason Wealth Advisor |
| 2019-10-25 |
update person_title John Salvino: Partner, Wealth Advisor / Katie Savage Wealth Advisor => Partner, Wealth Advisor |
| 2019-10-25 |
update person_title Joseph Tabet: Partner, Wealth Advisor => Managing Director, Wealth Advisor / Joseph Tabet Wealth Advisor |
| 2019-10-25 |
update person_title Larry Gilbert: Managing Director, Wealth Advisor / Douglas Gilbert Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-10-25 |
update person_title Linda H. Sutkin: Managing Director, Wealth Advisor => Managing Director, Wealth Advisor / Joseph Tabet Wealth Advisor |
| 2019-10-25 |
update person_title Mitchell D. Whiteman: Managing Director, Wealth Advisor => Managing Director, Wealth Advisor / Matthew J. Wilson Wealth Advisor |
| 2019-10-25 |
update person_title Peter Ryan: Wealth Advisor / Peter Ryan Wealth Advisor => Wealth Advisor / Bill Ryan Wealth Advisor |
| 2019-10-25 |
update person_title Ryan J. DeVore: Member of the Institutional Investment Management Team; Partner, Director & Global Head of Private Wealth Management => Member of the Firm 's Executive Committee; Member of the Institutional Investment Management Team; Partner, Director & Global Head of Private Wealth Management |
| 2019-10-25 |
update person_title Steve Elkins: Partner, Wealth Advisor / Elinor Escamilla Wealth Advisor => Partner, Wealth Advisor |
| 2019-10-25 |
update person_title Thomas Salvino: Partner, Wealth Advisor => Partner, Wealth Advisor / Katie Savage Wealth Advisor |
| 2019-10-25 |
update person_title Tom Wilson: Partner, Wealth Advisor / Matthew J. Wilson Wealth Advisor => Partner, Wealth Advisor |
| 2019-09-25 |
delete career_pages_linkeddomain avature.net |
| 2019-09-25 |
insert person Uwe Helin |
| 2019-09-07 |
update accounts_last_madeup_date 2017-12-31 => 2018-12-31 |
| 2019-09-07 |
update accounts_next_due_date 2019-09-30 => 2020-09-30 |
| 2019-08-26 |
delete address 401 N. Tryon Street 10th Floor Charlotte, NC 28202 |
| 2019-08-26 |
delete address 401 N. Tyron Street, 10th floor Charlotte, NC 28202 |
| 2019-08-26 |
delete index_pages_linkeddomain prnewswire.com |
| 2019-08-26 |
delete person Gordon Strachan |
| 2019-08-26 |
insert address 101 N. Tryon Street 6th Floor Charlotte, NC 28202 |
| 2019-08-26 |
insert address 101 N. Tyron Street, 10th floor 6th Floor Charlotte, NC 28202 |
| 2019-08-26 |
insert person Christian Nilsson |
| 2019-08-26 |
update person_title Al Salvino: Partner, Wealth Advisor; Wealth Advisor and Partner => Partner, Wealth Advisor the Salvino Wealth Management Team; Partner, Wealth Advisor; Wealth Advisor and Partner |
| 2019-08-21 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 20/08/19, NO UPDATES |
| 2019-08-12 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/18 |
| 2019-07-27 |
insert otherexecutives Jonathan Lee |
| 2019-07-27 |
delete address 10100 Santa Monica Blvd., Suite 300 Los Angeles, CA 90067 |
| 2019-07-27 |
delete address 10100 Santa Monica Boulevard
Suite 300
Los Angeles, CA 90067 |
| 2019-07-27 |
delete address 111 South Calvert Street, Suite 2700 Baltimore, MD 21202 |
| 2019-07-27 |
delete address Santa Monica Blvd Suite 300 Los Angeles |
| 2019-07-27 |
delete fax +1 310 772 2231 |
| 2019-07-27 |
delete person James Suprenant |
| 2019-07-27 |
delete person Scott Stevens |
| 2019-07-27 |
delete phone +1 310 734 5800 |
| 2019-07-27 |
delete phone +1 310 772 2231 |
| 2019-07-27 |
insert address 200 East Pratt Street, Suite 4100 Baltimore, MD 21202 |
| 2019-07-27 |
insert index_pages_linkeddomain prnewswire.com |
| 2019-07-27 |
insert person Elinor Escamilla |
| 2019-07-27 |
insert person Julien Darmon |
| 2019-07-27 |
update person_title Albert Lacher: Vice President, Wealth Advisor / Matt LaFontaine Wealth Advisor; Wealth Advisor With the Private Wealth Management Group; Vice President, Wealth Advisor => Vice President, Wealth Advisor / Marc Lacher Wealth Advisor / Matt LaFontaine Wealth Advisor; Wealth Advisor With the Private Wealth Management Group; Vice President, Wealth Advisor |
| 2019-07-27 |
update person_title Art Paterson: Wealth Advisor in William Blair 's Private Wealth Management; Wealth Advisor => Wealth Advisor the Paterson / Rosamond Group; Wealth Advisor in William Blair 's Private Wealth Management |
| 2019-07-27 |
update person_title Daniel N. Furhman: Vice President, Wealth Advisor / Gary Garabedian Wealth Advisor / Douglas Gilbert Wealth Advisor => Vice President, Wealth Advisor / Gary Garabedian Wealth Advisor |
| 2019-07-27 |
update person_title James Dunham: Director of National Accounts Institutional New York => Director of Financial Institutions and National Accounts Institutional New York |
| 2019-07-27 |
update person_title John Salvino: Partner, Wealth Advisor => Partner, Wealth Advisor / Katie Savage Wealth Advisor |
| 2019-07-27 |
update person_title Jonathan Lee: Director Los Angeles => Director |
| 2019-07-27 |
update person_title Larry Gilbert: Managing Director, Wealth Advisor => Managing Director, Wealth Advisor / Douglas Gilbert Wealth Advisor |
| 2019-07-27 |
update person_title Laura Linger: Vice President, Wealth Advisor / Ray Lombardi Wealth Advisor => Managing Director, Wealth Advisor / Ray Lombardi Wealth Advisor |
| 2019-07-27 |
update person_title Mitchell D. Whiteman: Managing Director, Wealth Advisor / Matthew J. Wilson Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-07-27 |
update person_title Robert Kjellman: Vice President, Wealth Advisor / Andrew T. Kross Wealth Advisor / Marc Lacher Wealth Advisor => Vice President, Wealth Advisor / Andrew T. Kross Wealth Advisor |
| 2019-07-27 |
update person_title Steve Elkins: Partner, Wealth Advisor => Partner, Wealth Advisor / Elinor Escamilla Wealth Advisor |
| 2019-07-27 |
update person_title Thomas Salvino: Partner, Wealth Advisor / Katie Savage Wealth Advisor => Partner, Wealth Advisor |
| 2019-07-27 |
update person_title Tom Wilson: Partner, Wealth Advisor => Partner, Wealth Advisor / Matthew J. Wilson Wealth Advisor |
| 2019-06-27 |
insert otherexecutives Ken Langston |
| 2019-06-27 |
delete person Barbara Orlando |
| 2019-06-27 |
delete person Patrick Lauderdale |
| 2019-06-27 |
insert address Noma House
Gustav Mahlerlaan 1212
1081 LA Amsterdam
Netherlands |
| 2019-06-27 |
insert person Colin Cook |
| 2019-06-27 |
insert person James Dunham |
| 2019-06-27 |
insert phone +31 20 209 1513 |
| 2019-06-27 |
update person_title Bill Ryan: Wealth Advisor / Bill Ryan Wealth Advisor; Wealth Advisor => Wealth Advisor / Peter Ryan Wealth Advisor; Wealth Advisor |
| 2019-06-27 |
update person_title Christopher Glass: Managing Director, Wealth Advisor / Pat Gleason Wealth Advisor / Tim Gleason Wealth Advisor => Managing Director, Wealth Advisor / Tim Gleason Wealth Advisor / Pat Gleason Wealth Advisor |
| 2019-06-27 |
update person_title Ken Langston: Director of Business Development / Patrick Lauderdale Wealth Advisor => Director of Business Development |
| 2019-06-27 |
update person_title Madelyn Schiller: Consultant Relations and Business Development, Western Region Institutional Chicago => Consultant Relations and Business Development, Eastern Region Institutional Chicago |
| 2019-06-27 |
update person_title Peter Ryan: Wealth Advisor / Bill Ryan Wealth Advisor => Wealth Advisor / Peter Ryan Wealth Advisor |
| 2019-05-20 |
delete address 666 Fifth Avenue 14th Floor New York, NY 10103 |
| 2019-05-20 |
delete fax +1 415 986 1719 |
| 2019-05-20 |
delete person Duke Dellin |
| 2019-05-20 |
delete person Michael Collinson |
| 2019-05-20 |
delete person Travis Black |
| 2019-05-20 |
delete phone +1 415 986 1719 |
| 2019-05-20 |
insert address 1166 Avenue of the Americas, 20th Floor New York, NY 10036 |
| 2019-05-20 |
insert fax +1 415 520 9918 |
| 2019-05-20 |
insert person Alex Scull |
| 2019-05-20 |
insert person Alvaro Hernandez |
| 2019-05-20 |
insert person Ashleigh Hamrick |
| 2019-05-20 |
insert person Carl Chiou |
| 2019-05-20 |
insert person Jami Waggoner |
| 2019-05-20 |
insert person Jerry Darko |
| 2019-05-20 |
insert person John Sonnier |
| 2019-05-20 |
insert person Maarten Meurs |
| 2019-05-20 |
insert person Matthew J. Wilson |
| 2019-05-20 |
insert phone +1 415 520 9918 |
| 2019-05-20 |
insert phone 28 2018 |
| 2019-05-20 |
update person_title Albert Lacher: Vice President, Wealth Advisor / Marc Lacher Wealth Advisor / Matt LaFontaine Wealth Advisor; Wealth Advisor With the Private Wealth Management Group; Vice President, Wealth Advisor => Vice President, Wealth Advisor / Matt LaFontaine Wealth Advisor; Wealth Advisor With the Private Wealth Management Group; Vice President, Wealth Advisor |
| 2019-05-20 |
update person_title Andrew Jessen: Managing Director Chicago Chicago => Managing Director Chicago Chicago; Member of the Institutional Investment Management Team; Investment Banking |
| 2019-05-20 |
update person_title Andy Thompson: Vice President and Wealth Advisor With William Blair 's Private Wealth Management; Member of the Education Committee; Vice President, Wealth Advisor => Vice President and Wealth Advisor With William Blair 's Private Wealth Management; Vice President, Wealth Advisor Atlanta Wealth Management; Member of the Education Committee; Vice President, Wealth Advisor |
| 2019-05-20 |
update person_title Bill Ryan: Wealth Advisor / Peter Ryan Wealth Advisor; Wealth Advisor => Wealth Advisor / Bill Ryan Wealth Advisor; Wealth Advisor |
| 2019-05-20 |
update person_title Christopher Glass: Managing Director, Wealth Advisor / Tim Gleason Wealth Advisor / Pat Gleason Wealth Advisor => Managing Director, Wealth Advisor / Pat Gleason Wealth Advisor / Tim Gleason Wealth Advisor |
| 2019-05-20 |
update person_title Craig Savage: Partner, Wealth Advisor / Brian Schultz Wealth Advisor => Partner, Wealth Advisor / Brian Schultz Wealth Advisor / Alex Scull Wealth Advisor |
| 2019-05-20 |
update person_title John Baker Welch: Vice President, Wealth Advisor / Stephen J. Bowen Wealth Advisor => Vice President, Wealth Advisor |
| 2019-05-20 |
update person_title John Salvino: Partner, Wealth Advisor / Katie Savage Wealth Advisor => Partner, Wealth Advisor |
| 2019-05-20 |
update person_title Mitchell D. Whiteman: Managing Director, Wealth Advisor => Managing Director, Wealth Advisor / Matthew J. Wilson Wealth Advisor |
| 2019-05-20 |
update person_title Perry Steele Bacon: Managing Director, Wealth Advisor => Managing Director, Wealth Advisor / Stephen J. Bowen Wealth Advisor |
| 2019-05-20 |
update person_title Peter Ryan: Wealth Advisor / Peter Ryan Wealth Advisor => Wealth Advisor / Bill Ryan Wealth Advisor |
| 2019-05-20 |
update person_title Robert Kjellman: Vice President, Wealth Advisor / Andrew T. Kross Wealth Advisor => Vice President, Wealth Advisor / Andrew T. Kross Wealth Advisor / Marc Lacher Wealth Advisor |
| 2019-05-20 |
update person_title Thomas Salvino: Partner, Wealth Advisor => Partner, Wealth Advisor / Katie Savage Wealth Advisor |
| 2019-04-18 |
delete person Beth Pickens |
| 2019-04-18 |
delete person Greg DiMarzio |
| 2019-04-18 |
delete person Jeff Zolkin |
| 2019-04-18 |
insert email sc..@williamblair.com |
| 2019-04-18 |
insert person Daniel Zelazny |
| 2019-04-18 |
insert phone +1 415 796 6491 |
| 2019-04-18 |
update person_title Christopher Glass: Managing Director, Wealth Advisor / Pat Gleason Wealth Advisor / Tim Gleason Wealth Advisor => Managing Director, Wealth Advisor / Tim Gleason Wealth Advisor / Pat Gleason Wealth Advisor |
| 2019-04-18 |
update person_title Edward Malysiak: Vice President, Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-04-18 |
update person_title Ken Langston: Director of Development / Patrick Lauderdale Wealth Advisor => Director of Business Development / Patrick Lauderdale Wealth Advisor |
| 2019-04-18 |
update person_title Ryan DeVore: Partner, Director & Global Head of Private Wealth Management / Greg DiMarzio Wealth Advisor; Member of the Institutional Investment Management Team; Partner, Director & Global Head of Private Wealth Management => Member of the Institutional Investment Management Team; Partner, Director & Global Head of Private Wealth Management |
| 2019-04-18 |
update person_title Scott Patterson: Managing Director Business Services Chicago Chicago => Senior Director Business Services Chicago Chicago |
| 2019-04-18 |
update person_title Tiffanie King: Wealth Planner => Wealth Advisor |
| 2019-04-18 |
update person_title Tom Marx: Partner, Wealth Advisor / Daniel Maude Wealth Advisor => Partner, Wealth Advisor / Dan Maude Wealth Advisor |
| 2019-03-18 |
delete person Bradford Page |
| 2019-03-18 |
delete person Derek Cherney |
| 2019-03-18 |
delete person Drew Duff |
| 2019-03-18 |
insert person Brian Oleniczak |
| 2019-03-18 |
insert person Dan Gardella |
| 2019-03-18 |
insert person Derek Beres |
| 2019-03-18 |
insert person Drew Janes |
| 2019-03-18 |
insert person Edward Nakayama |
| 2019-03-18 |
insert person Gary Morabito |
| 2019-03-18 |
insert person Greg South |
| 2019-03-18 |
insert person Jack Blomfield |
| 2019-03-18 |
insert person Jeff Dorsheimer |
| 2019-03-18 |
insert person Joseph A. Pucci |
| 2019-03-18 |
insert person Josh Ollek |
| 2019-03-18 |
insert person Mark-Manuel Brune |
| 2019-03-18 |
insert person Michael Basil |
| 2019-03-18 |
insert person Michael Holbrook |
| 2019-03-18 |
insert person Olivier Lopez |
| 2019-03-18 |
insert person Russ Dunlap |
| 2019-03-18 |
insert person Solange-Marie Velazquez |
| 2019-03-18 |
update person_title Andrew Sims: Managing Director, Wealth Advisor the Fix Team; Managing Director, Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-03-18 |
update person_title Andrew T. Feichter: Managing Director, Wealth Advisor; Managing Director, Wealth Advisor the Feichter Group; Managing Director and Wealth Advisor => Managing Director, Wealth Advisor; Managing Director and Wealth Advisor |
| 2019-03-18 |
update person_title Andrew T. Kross: Wealth Advisor; Wealth Advisor Kasten, Jannotta & Jesanis; Vice President, Wealth Advisor / Andrew T. Kross Wealth Advisor => Wealth Advisor; Vice President, Wealth Advisor / Andrew T. Kross Wealth Advisor |
| 2019-03-18 |
update person_title Anthony Cogan: Partner, Wealth Advisor / Anthony Cogan Wealth Advisor; Wealth Advisor Marx and Marver Wealth Management Group => Partner, Wealth Advisor / Anthony Cogan Wealth Advisor; Wealth Advisor |
| 2019-03-18 |
update person_title Art Paterson: Wealth Advisor the Paterson / Rosamond Group; Wealth Advisor in William Blair 's Private Wealth Management => Wealth Advisor in William Blair 's Private Wealth Management; Wealth Advisor |
| 2019-03-18 |
update person_title Bill Escamilla: Wealth Advisor With William Blair 's Private Wealth Management Group and a Partner; Partner, Wealth Advisor the Escamilla Team; Partner, Wealth Advisor / Anthony Faut Wealth Advisor => Wealth Advisor With William Blair 's Private Wealth Management Group and a Partner; Partner, Wealth Advisor; Partner, Wealth Advisor / Anthony Faut Wealth Advisor |
| 2019-03-18 |
update person_title Bill Ryan: Wealth Advisor / Peter Ryan Wealth Advisor; Wealth Advisor; Wealth Advisor Kasten, Janotta & Jesanis => Wealth Advisor / Peter Ryan Wealth Advisor; Wealth Advisor |
| 2019-03-18 |
update person_title Bill Van Nortwick: Vice President, Wealth Advisor / Christian M. Waite Wealth Advisor; Wealth Advisor With; Vice President, Wealth Advisor => Vice President and Wealth Advisor With; Vice President, Wealth Advisor / Christian M. Waite Wealth Advisor; Vice President, Wealth Advisor |
| 2019-03-18 |
update person_title Christopher Glass: Managing Director, Wealth Advisor / Tim Gleason Wealth Advisor / Pat Gleason Wealth Advisor => Managing Director, Wealth Advisor / Pat Gleason Wealth Advisor / Tim Gleason Wealth Advisor |
| 2019-03-18 |
update person_title Daniel N. Furhman: Vice President, Wealth Advisor / Gary Garabedian Wealth Advisor => Vice President, Wealth Advisor / Gary Garabedian Wealth Advisor / Douglas Gilbert Wealth Advisor |
| 2019-03-18 |
update person_title David Dreifuss: Managing Director, Wealth Advisor / Drew Duff Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-03-18 |
update person_title David Port: Partner, Wealth Advisor => Partner, Wealth Advisor / Laura - Min Proctor Wealth Advisor |
| 2019-03-18 |
update person_title Jessica McCann: Senior Wealth Planner / Mark McKinley Wealth Advisor => Senior Wealth Planner |
| 2019-03-18 |
update person_title Larry Gilbert: Managing Director, Wealth Advisor / Douglas Gilbert Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-03-18 |
update person_title Laura-Min Proctor: Vice President, Wealth Advisor => Partner, Wealth Advisor / Laura - Min Proctor Wealth Advisor |
| 2019-03-18 |
update person_title Mark McKinley: Senior Wealth Planner / Mark McKinley Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-03-18 |
update person_title Tom Marx: Vice President, Wealth Advisor / Daniel Maude Wealth Advisor => Partner, Wealth Advisor / Daniel Maude Wealth Advisor |
| 2019-03-12 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / JOHN MOORE / 12/03/2019 |
| 2019-03-12 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / JON ZINDEL / 12/03/2019 |
| 2019-03-08 |
update statutory_documents DIRECTOR APPOINTED DR ANURAG SHARMA |
| 2019-02-13 |
delete otherexecutives Patrick Nally |
| 2019-02-13 |
insert managingdirector Patrick Nally |
| 2019-02-13 |
delete email mg..@williamblair.com |
| 2019-02-13 |
delete person Alex Scull |
| 2019-02-13 |
delete person Christopher Tamis |
| 2019-02-13 |
delete person Corky Gardner |
| 2019-02-13 |
delete person Madelyn Pavlic |
| 2019-02-13 |
delete person Matthew Gooch |
| 2019-02-13 |
delete person Raymond Bertrand |
| 2019-02-13 |
delete phone +1 415 248 5912 |
| 2019-02-13 |
delete phone +44 20 7868 4478 |
| 2019-02-13 |
insert address 111 South Calvert Street Suite 2700 Baltimore, MD 21202 |
| 2019-02-13 |
insert person Archie Kantzavelos |
| 2019-02-13 |
insert person Darcy Christhilf Carroll |
| 2019-02-13 |
insert person Jessica McCann |
| 2019-02-13 |
insert person Kelly Oliven |
| 2019-02-13 |
insert person Madelyn Schiller |
| 2019-02-13 |
insert person Melissa Mendoza |
| 2019-02-13 |
insert person Mitchell D. Whiteman |
| 2019-02-13 |
insert person Nicholas Nowak |
| 2019-02-13 |
insert person Perry Steele Bacon |
| 2019-02-13 |
insert person Philip J. Rauch |
| 2019-02-13 |
insert person Robert D. Hopkins |
| 2019-02-13 |
insert person Robert L. Oster |
| 2019-02-13 |
insert person W. Hunter Purcell |
| 2019-02-13 |
insert phone + 44 20 7868 4435 |
| 2019-02-13 |
insert phone +1 410 612 3750 |
| 2019-02-13 |
update person_title Albert Lacher: Wealth Advisor; Wealth Advisor With the Private Wealth Management Group; Wealth Advisor / Matt LaFontaine Wealth Advisor => Vice President, Wealth Advisor / Marc Lacher Wealth Advisor / Matt LaFontaine Wealth Advisor; Wealth Advisor With the Private Wealth Management Group; Vice President, Wealth Advisor |
| 2019-02-13 |
update person_title Andreas Mentzer: Director London London => Managing Director London London |
| 2019-02-13 |
update person_title Andrew Arno: Director San Francisco Chicago => Managing Director San Francisco Chicago |
| 2019-02-13 |
update person_title Andrew Sims: Vice President, Wealth Advisor / Andrew Sims Wealth Advisor; Wealth Advisor the Fix Team => Managing Director, Wealth Advisor the Fix Team; Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Andrew T. Feichter: Vice President and Wealth Advisor; Vice President, Wealth Advisor the Feichter Group; Vice President, Wealth Advisor => Managing Director, Wealth Advisor; Managing Director, Wealth Advisor the Feichter Group; Managing Director and Wealth Advisor |
| 2019-02-13 |
update person_title Barbara J. Cummings: Vice President, Wealth Advisor / John a. Cutler Wealth Advisor / Duke Dellin Wealth Advisor; Vice President and Wealth Advisor With William Blair 's Boston Wealth Management; Vice President, Wealth Advisor => Vice President, Wealth Advisor / John a. Cutler Wealth Advisor; Vice President and Wealth Advisor With William Blair 's Boston Wealth Management; Vice President, Wealth Advisor |
| 2019-02-13 |
update person_title Bill Escamilla: Wealth Advisor With William Blair 's Private Wealth Management Group and a Partner; Partner, Wealth Advisor / Bill Escamilla Wealth Advisor / Anthony Faut Wealth Advisor; Wealth Advisor => Wealth Advisor With William Blair 's Private Wealth Management Group and a Partner; Partner, Wealth Advisor the Escamilla Team; Partner, Wealth Advisor / Anthony Faut Wealth Advisor |
| 2019-02-13 |
update person_title Bill Ryan: Wealth Advisor; Wealth Advisor / Peter Ryan Wealth Advisor / Bill Ryan Wealth Advisor; Wealth Advisor Kasten, Janotta & Jesanis => Wealth Advisor / Peter Ryan Wealth Advisor; Wealth Advisor; Wealth Advisor Kasten, Janotta & Jesanis |
| 2019-02-13 |
update person_title Bill Van Nortwick: Wealth Advisor; Wealth Advisor With; Vice President, Wealth Advisor / Bill Van Nortwick Wealth Advisor / Christian M. Waite Wealth Advisor => Vice President, Wealth Advisor / Christian M. Waite Wealth Advisor; Wealth Advisor With; Vice President, Wealth Advisor |
| 2019-02-13 |
update person_title Bill Waller: Wealth Advisor / Bill Waller Wealth Advisor; Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Brian Marshall: Partner, Wealth Advisor / Loui Marver Wealth Advisor / Tom Marx Wealth Advisor; Wealth Advisor in William Blair 's Private Wealth Management; Partner, Wealth Advisor => Wealth Advisor in William Blair 's Private Wealth Management; Partner, Wealth Advisor |
| 2019-02-13 |
update person_title Carl J. Young: Vice President, Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Carlette McMullan: Partner, Wealth Advisor / Joseph McMullen Wealth Advisor / Sarah Mercurio Wealth Advisor => Partner, Wealth Advisor / Joseph McMullen Wealth Advisor |
| 2019-02-13 |
update person_title Charles H. Hodges IV: Partner, Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Christopher Glass: Vice President, Wealth Advisor / Douglas Gilbert Wealth Advisor / Christopher Glass Wealth Advisor => Managing Director, Wealth Advisor / Tim Gleason Wealth Advisor / Pat Gleason Wealth Advisor |
| 2019-02-13 |
update person_title Corey Ryan: Director Chicago => Managing Director Chicago |
| 2019-02-13 |
update person_title Craig Savage: Partner, Wealth Advisor / Katie Savage Wealth Advisor / Brian Schultz Wealth Advisor => Partner, Wealth Advisor / Brian Schultz Wealth Advisor |
| 2019-02-13 |
update person_title Daniel Maude: Wealth Advisor / Mark McKinley Wealth Advisor => Vice President, Wealth Advisor / Daniel Maude Wealth Advisor |
| 2019-02-13 |
update person_title David Brown: Vice President, Wealth Advisor => Partner, Wealth Advisor |
| 2019-02-13 |
update person_title David Dreifuss: Vice President, Wealth Advisor / Drew Duff Wealth Advisor => Managing Director, Wealth Advisor / Drew Duff Wealth Advisor |
| 2019-02-13 |
update person_title David Port: Partner, Wealth Advisor / Laura - Min Proctor Wealth Advisor / Tom Pruitt Wealth Advisor => Partner, Wealth Advisor |
| 2019-02-13 |
update person_title Dirk Felsmann: Director Frankfurt Frankfurt => Managing Director Frankfurt Frankfurt |
| 2019-02-13 |
update person_title Edward (Buz) Chandler: Vice President, Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Edward J. Dunphy: Vice President, Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Eric Walania: Wealth Advisor / Bill Waller Wealth Advisor => Vice President, Wealth Advisor |
| 2019-02-13 |
update person_title Geralyn Sullivan: Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Greg Pusinelli: Partner, Wealth Advisor / Joseph Roberts Wealth Advisor / Christopher Rosamond Wealth Advisor => Partner, Wealth Advisor |
| 2019-02-13 |
update person_title J. Gorman Cook: Vice President, Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Jackie Moss: Wealth Advisor / Jackie Moss Wealth Advisor / Peter Mott Wealth Advisor => Managing Director, Wealth Advisor / Peter Mott Wealth Advisor / Joe Nogal Wealth Advisor |
| 2019-02-13 |
update person_title James F. Devins III: Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Jason Sunderson: Director Chicago => Managing Director Chicago |
| 2019-02-13 |
update person_title Jill Arkwright Harvey: Vice President, Wealth Advisor / John Robert Hill Wealth Advisor / Allen Hinkelman Wealth Advisor => Managing Director, Wealth Advisor / John Robert Hill Wealth Advisor / Allen Hinkelman Wealth Advisor |
| 2019-02-13 |
update person_title Joe Nogal: Wealth Advisor / Arthur Paterson Wealth Advisor => Managing Director, Wealth Advisor / Peter Mott Wealth Advisor / Joe Nogal Wealth Advisor |
| 2019-02-13 |
update person_title John Salvino: Partner, Wealth Advisor => Partner, Wealth Advisor / Katie Savage Wealth Advisor |
| 2019-02-13 |
update person_title Joseph Roberts: Partner, Wealth Advisor / Joseph Roberts Wealth Advisor / Christopher Rosamond Wealth Advisor => Managing Director, Wealth Advisor / Chris Rosamond Wealth Advisor / Patrick Rule Wealth Advisor |
| 2019-02-13 |
update person_title Kim Tyson Chenevey: Vice President, Wealth Advisor / Bill Van Nortwick Wealth Advisor / Christian M. Waite Wealth Advisor => Vice President, Wealth Advisor |
| 2019-02-13 |
update person_title Larry Gilbert: Vice President, Wealth Advisor / Douglas Gilbert Wealth Advisor / Christopher Glass Wealth Advisor => Managing Director, Wealth Advisor / Douglas Gilbert Wealth Advisor |
| 2019-02-13 |
update person_title Laura-Min Proctor: Partner, Wealth Advisor / Laura - Min Proctor Wealth Advisor / Tom Pruitt Wealth Advisor => Vice President, Wealth Advisor |
| 2019-02-13 |
update person_title Linda H. Sutkin: Vice President, Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Loui Marver: Partner, Wealth Advisor / Loui Marver Wealth Advisor / Tom Marx Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Manuel Chavez: Director Chicago => Managing Director Chicago |
| 2019-02-13 |
update person_title Mark Wheeler: Partner, Wealth Advisor / Mark Wheeler Wealth Advisor => Vice President, Wealth Advisor |
| 2019-02-13 |
update person_title Michael Wertz: Partner, Wealth Advisor / Mark Wheeler Wealth Advisor => Partner, Wealth Advisor |
| 2019-02-13 |
update person_title Neal Seltzer: Vice President, Wealth Advisor / Andrew Sims Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Patrick Nally: Director => Managing Director |
| 2019-02-13 |
update person_title Patrick Rule: Wealth Advisor / Peter Ryan Wealth Advisor / Bill Ryan Wealth Advisor => Managing Director, Wealth Advisor / Chris Rosamond Wealth Advisor / Patrick Rule Wealth Advisor |
| 2019-02-13 |
update person_title Robert Kjellman: Vice President, Wealth Advisor / Andrew T. Kross Wealth Advisor / Marc Lacher Wealth Advisor => Vice President, Wealth Advisor / Andrew T. Kross Wealth Advisor |
| 2019-02-13 |
update person_title Ron Mitra: Wealth Advisor / Jackie Moss Wealth Advisor / Peter Mott Wealth Advisor => Partner, Wealth Advisor / Ron Mitra Wealth Advisor |
| 2019-02-13 |
update person_title Sarah Mercurio: Partner, Wealth Advisor / Joseph McMullen Wealth Advisor / Sarah Mercurio Wealth Advisor => Partner, Wealth Advisor / Ron Mitra Wealth Advisor |
| 2019-02-13 |
update person_title Scott Carnow: Vice President, Wealth Advisor => Managing Director, Wealth Advisor |
| 2019-02-13 |
update person_title Spencer Crawford: Director San Francisco => Managing Director San Francisco |
| 2019-02-13 |
update person_title Steve Elkins: Partner, Wealth Advisor / Bill Escamilla Wealth Advisor / Anthony Faut Wealth Advisor => Partner, Wealth Advisor |
| 2019-02-13 |
update person_title Steven Jesanis: Partner, Wealth Advisor / Max Kaplan Wealth Advisor => Partner, Wealth Advisor |
| 2019-02-13 |
update person_title Tiffanie King: null => Wealth Planner |
| 2019-02-13 |
update person_title Tom Marx: Partner, Wealth Advisor / Loui Marver Wealth Advisor / Tom Marx Wealth Advisor => Vice President, Wealth Advisor / Daniel Maude Wealth Advisor |
| 2019-02-13 |
update person_title Tom Pruitt: Partner, Wealth Advisor / Laura - Min Proctor Wealth Advisor / Tom Pruitt Wealth Advisor => Partner, Wealth Advisor |
| 2019-01-24 |
update statutory_documents DIRECTOR APPOINTED MR JAMES ALEXANDER BENNETT |
| 2019-01-11 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR MATTHEW GOOCH |
| 2019-01-08 |
delete person Bill Melka |
| 2019-01-08 |
delete person Joe Pucci |
| 2019-01-08 |
delete person Mike Gentile |
| 2019-01-08 |
delete person Raymond Teborek |
| 2019-01-08 |
delete person Russ Campion |
| 2019-01-08 |
delete person Scott Zopfi |
| 2019-01-08 |
insert person Alex Scull |
| 2019-01-08 |
insert person Andrew Sims |
| 2019-01-08 |
insert person Andrew T. Kross |
| 2019-01-08 |
insert person Bill Ryan |
| 2019-01-08 |
insert person Darrell Springer |
| 2019-01-08 |
insert person Greg DiMarzio |
| 2019-01-08 |
insert person Jeremy E. Frazer |
| 2019-01-08 |
insert person Joe Nogal |
| 2019-01-08 |
insert person John A. Cutler |
| 2019-01-08 |
insert person Julie Rancourt |
| 2019-01-08 |
insert person Ken Langston |
| 2019-01-08 |
insert person Matt LaFontaine |
| 2019-01-08 |
insert person Matt Smith |
| 2019-01-08 |
insert person Max Kaplan |
| 2019-01-08 |
insert person Nate Brochmann |
| 2019-01-08 |
insert person Pat Gleason |
| 2019-01-08 |
insert person Ray Lombardi |
| 2019-01-08 |
insert person Robert Asack |
| 2019-01-08 |
insert person Robert Holt |
| 2019-01-08 |
insert person Stephen J. Bowen |
| 2019-01-08 |
update person_title Al Salvino: Wealth Advisor San Francisco / Al Salvino Wealth Advisor Chicago / John Salvino Wealth Advisor Chicago => Partner, Wealth Advisor; Wealth Advisor and Partner |
| 2019-01-08 |
update person_title Allen Hinkelman: Wealth Advisor Chicago => Vice President, Wealth Advisor / John Robert Hill Wealth Advisor / Allen Hinkelman Wealth Advisor |
| 2019-01-08 |
update person_title Barbara J. Cummings: Wealth Advisor Private Investors Chicago / Barbara Cummings Wealth Advisor Boston / Duke Dellin Wealth Advisor Chicago => Vice President, Wealth Advisor / John a. Cutler Wealth Advisor / Duke Dellin Wealth Advisor; Vice President and Wealth Advisor With William Blair 's Boston Wealth Management; Vice President, Wealth Advisor |
| 2019-01-08 |
update person_title Bill Escamilla: Partner, Wealth Advisor, CFP®; Wealth Advisor Chicago / Anthony Faut Wealth Advisor Chicago / Andrew Feichter Wealth Advisor Chicago => Wealth Advisor With William Blair 's Private Wealth Management Group and a Partner; Partner, Wealth Advisor / Bill Escamilla Wealth Advisor / Anthony Faut Wealth Advisor; Wealth Advisor |
| 2019-01-08 |
update person_title Bill Van Nortwick: Wealth Advisor Chicago => Wealth Advisor; Wealth Advisor With; Vice President, Wealth Advisor / Bill Van Nortwick Wealth Advisor / Christian M. Waite Wealth Advisor |
| 2019-01-08 |
update person_title Bill Waller: Wealth Advisor Private Investors Chicago => Wealth Advisor / Bill Waller Wealth Advisor; Wealth Advisor |
| 2019-01-08 |
update person_title Brian Marshall: Wealth Advisor Private Investors Chicago / Edward Malysiak Jr. Wealth Advisor Chicago / Brian Marshall Wealth Advisor Chicago => Partner, Wealth Advisor / Loui Marver Wealth Advisor / Tom Marx Wealth Advisor; Wealth Advisor in William Blair 's Private Wealth Management; Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Brian Schultz: Wealth Advisor Chicago => Partner, Wealth Advisor / Katie Savage Wealth Advisor / Brian Schultz Wealth Advisor; Wealth Advisor |
| 2019-01-08 |
update person_title Cameron McKinney: Wealth Advisor Private Investors Chicago / Carlette McMullan Wealth Advisor Chicago / Joseph McMullen Wealth Advisor Chicago; Wealth Advisor => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Carl J. Young: Wealth Advisor Private Investors Chicago / C.J. Young Wealth Advisor Boston => Vice President, Wealth Advisor |
| 2019-01-08 |
update person_title Carlette McMullan: Wealth Advisor Private Investors Chicago / Carlette McMullan Wealth Advisor Chicago / Joseph McMullen Wealth Advisor Chicago => Partner, Wealth Advisor / Joseph McMullen Wealth Advisor / Sarah Mercurio Wealth Advisor |
| 2019-01-08 |
update person_title Charles H. Hodges IV: Wealth Advisor Private Investors Chicago / Charles Hodges IV Wealth Advisor Chicago / Lindsey Holton Wealth Advisor Chicago => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Christian M. Waite: Wealth Advisor Chicago / Eric Walania Wealth Advisor Chicago => Vice President, Wealth Advisor / Bill Van Nortwick Wealth Advisor / Christian M. Waite Wealth Advisor |
| 2019-01-08 |
update person_title Craig Savage: Wealth Advisor Chicago / Katie Savage Wealth Advisor Chicago / Craig Savage Wealth Advisor Chicago; Vice President, Wealth Advisor => Partner, Wealth Advisor / Katie Savage Wealth Advisor / Brian Schultz Wealth Advisor |
| 2019-01-08 |
update person_title Daniel Grant: Wealth Advisor Private Investors Chicago / Dan Grant Wealth Advisor Chicago / Jim Hamman Wealth Advisor Chicago => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Daniel Maude: Wealth Advisor Chicago / Thomas Marx Wealth Advisor Chicago / Daniel Maude Wealth Advisor Chicago => Wealth Advisor / Mark McKinley Wealth Advisor |
| 2019-01-08 |
update person_title Daniel N. Furhman: CFP®, Vice President, Wealth Advisor => Vice President, Wealth Advisor / Gary Garabedian Wealth Advisor |
| 2019-01-08 |
update person_title David Brown: Wealth Advisor Chicago / Jack Brown Wealth Advisor Chicago / David Brown Wealth Advisor Chicago => Vice President, Wealth Advisor |
| 2019-01-08 |
update person_title David Dreifuss: Global Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Wealth Advisor Atlanta / David Dreifuss Wealth Advisor Chicago => Vice President, Wealth Advisor / Drew Duff Wealth Advisor |
| 2019-01-08 |
update person_title David Port: Wealth Advisor Chicago => Partner, Wealth Advisor / Laura - Min Proctor Wealth Advisor / Tom Pruitt Wealth Advisor |
| 2019-01-08 |
update person_title Dick Gottfred: Wealth Advisor Private Investors Chicago / Dan Grant Wealth Advisor Chicago / Jim Hamman Wealth Advisor Chicago => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Drew Duff: Wealth Advisor Associate Chicago / Ed Dunphy Wealth Advisor Chicago / Steve Elkins Wealth Advisor Chicago => Vice President, Wealth Advisor / Drew Duff Wealth Advisor |
| 2019-01-08 |
update person_title Edward (Buz) Chandler: Wealth Advisor Private Investors Chicago / Scott Carnow Wealth Advisor Chicago / Edward Chandler Wealth Advisor Chicago => Vice President, Wealth Advisor |
| 2019-01-08 |
update person_title Edward J. Dunphy: Wealth Advisor Associate Chicago / Ed Dunphy Wealth Advisor Chicago / Steve Elkins Wealth Advisor Chicago => Vice President, Wealth Advisor |
| 2019-01-08 |
update person_title Edward Malysiak: Wealth Advisor Private Investors Chicago / Edward Malysiak Jr. Wealth Advisor Chicago / Brian Marshall Wealth Advisor Chicago => Vice President, Wealth Advisor |
| 2019-01-08 |
update person_title Eric Walania: Wealth Advisor Chicago / Eric Walania Wealth Advisor Chicago; Wealth Advisor => Wealth Advisor / Bill Waller Wealth Advisor |
| 2019-01-08 |
update person_title Greg Pusinelli: Wealth Advisor Private Investors Chicago => Partner, Wealth Advisor / Joseph Roberts Wealth Advisor / Christopher Rosamond Wealth Advisor |
| 2019-01-08 |
update person_title J. Gorman Cook: Wealth Advisor Chicago / Tony Cogan Wealth Advisor Chicago / Gorman Cook Wealth Advisor Chicago => Vice President, Wealth Advisor |
| 2019-01-08 |
update person_title Jackie Moss: Wealth Advisor Chicago / Peter Mott Wealth Advisor Chicago / Arthur Paterson Wealth Advisor New York => Wealth Advisor / Jackie Moss Wealth Advisor / Peter Mott Wealth Advisor |
| 2019-01-08 |
update person_title James F. Devins III: Financial Advisor Private Client Advisors Boston => Wealth Advisor |
| 2019-01-08 |
update person_title Jeffrey T. Golden: Wealth Advisor Chicago => Wealth Advisor / Pat Gleason Wealth Advisor / Jeffrey T. Golden Wealth Advisor |
| 2019-01-08 |
update person_title Jill Arkwright Harvey: Wealth Advisor New York / Jill Arkwright Harvey Wealth Advisor New York => Vice President, Wealth Advisor / John Robert Hill Wealth Advisor / Allen Hinkelman Wealth Advisor |
| 2019-01-08 |
update person_title Jim Hamman: Wealth Advisor Private Investors Chicago / Dan Grant Wealth Advisor Chicago / Jim Hamman Wealth Advisor Chicago => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title John Baker Welch: Wealth Advisor Chicago => Vice President, Wealth Advisor / Stephen J. Bowen Wealth Advisor |
| 2019-01-08 |
update person_title John Cimaroli: Wealth Advisor Chicago / Tony Cogan Wealth Advisor Chicago / Gorman Cook Wealth Advisor Chicago; Wealth Advisor => Partner, Wealth Advisor / Anthony Cogan Wealth Advisor |
| 2019-01-08 |
update person_title John Cultra: Wealth Advisor Private Investors Chicago / Barbara Cummings Wealth Advisor Boston / Duke Dellin Wealth Advisor Chicago; Partner, Wealth Advisor => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title John Salvino: Wealth Advisor San Francisco / Al Salvino Wealth Advisor Chicago / John Salvino Wealth Advisor Chicago => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Joseph Roberts: Financial Advisor Private Client Advisors Boston / Christopher Rosamond Wealth Advisor New York / Patrick Rule Wealth Advisor Chicago => Partner, Wealth Advisor / Joseph Roberts Wealth Advisor / Christopher Rosamond Wealth Advisor |
| 2019-01-08 |
update person_title Joseph Tabet: Wealth Advisor New York / Joseph Tabet Wealth Advisor Chicago => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Julie Alcala: Director of Wealth Planning, CPA, CFP® => Director of Wealth Planning / Richard T. Arkwright Wealth Advisor / Robert Asack Wealth Advisor |
| 2019-01-08 |
update person_title Kevin Brock: Wealth Advisor Chicago / Jack Brown Wealth Advisor Chicago / David Brown Wealth Advisor Chicago => Managing Director, Wealth Planning & Proceeds Structuring / Nate Brochmann Wealth Advisor / Kevin Brock Wealth Advisor |
| 2019-01-08 |
update person_title Kim Tyson Chenevey: Wealth Advisor Private Investors Chicago / Andy Thompson Wealth Advisor Atlanta / Kim Tyson Chenevey Wealth Advisor Atlanta; Vice President, Wealth Advisor => Vice President, Wealth Advisor / Bill Van Nortwick Wealth Advisor / Christian M. Waite Wealth Advisor |
| 2019-01-08 |
update person_title Larry Gilbert: Wealth Advisor Chicago / Christopher Glass Wealth Advisor Chicago / Tim Gleason Wealth Advisor Chicago => Vice President, Wealth Advisor / Douglas Gilbert Wealth Advisor / Christopher Glass Wealth Advisor |
| 2019-01-08 |
update person_title Laura Linger: Wealth Advisor Private Investors Chicago / Edward Malysiak Jr. Wealth Advisor Chicago / Brian Marshall Wealth Advisor Chicago => Vice President, Wealth Advisor / Ray Lombardi Wealth Advisor |
| 2019-01-08 |
update person_title Laura-Min Proctor: Wealth Advisor Private Investors Chicago => Partner, Wealth Advisor / Laura - Min Proctor Wealth Advisor / Tom Pruitt Wealth Advisor |
| 2019-01-08 |
update person_title Linda H. Sutkin: Wealth Advisor New York / Joseph Tabet Wealth Advisor Chicago => Vice President, Wealth Advisor |
| 2019-01-08 |
update person_title Loui Marver: Wealth Advisor Chicago / Thomas Marx Wealth Advisor Chicago / Daniel Maude Wealth Advisor Chicago => Partner, Wealth Advisor / Loui Marver Wealth Advisor / Tom Marx Wealth Advisor |
| 2019-01-08 |
update person_title Louise Lane: Wealth Advisor Chicago / Patrick Lauderdale Wealth Advisor Chicago => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Mark Fuller: Wealth Advisor Private Investors Chicago / Mike Gentile Wealth Advisor Chicago / Douglas Gilbert Wealth Advisor San Francisco => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Michael M. Sirvinskas: Wealth Advisor Private Investors Chicago / Michael Sirvinskas Wealth Advisor Chicago / Geralyn Sullivan Wealth Advisor Chicago => Partner, Wealth Advisor / Matt Smith Wealth Advisor / Darrell Springer Wealth Advisor |
| 2019-01-08 |
update person_title Michael Wertz: Wealth Advisor Private Investors Chicago / Mark Wheeler Wealth Advisor Chicago; Partner, Wealth Advisor => Partner, Wealth Advisor / Mark Wheeler Wealth Advisor |
| 2019-01-08 |
update person_title Neal Seltzer: Wealth Advisor Private Investors Chicago / Michael Sirvinskas Wealth Advisor Chicago / Geralyn Sullivan Wealth Advisor Chicago => Vice President, Wealth Advisor / Andrew Sims Wealth Advisor |
| 2019-01-08 |
update person_title Patrick Rule: Financial Advisor Private Client Advisors Boston / Christopher Rosamond Wealth Advisor New York / Patrick Rule Wealth Advisor Chicago; Wealth Advisor => Wealth Advisor / Peter Ryan Wealth Advisor / Bill Ryan Wealth Advisor |
| 2019-01-08 |
update person_title Peter Ryan: Wealth Advisor San Francisco / Al Salvino Wealth Advisor Chicago / John Salvino Wealth Advisor Chicago => Wealth Advisor / Peter Ryan Wealth Advisor / Bill Ryan Wealth Advisor |
| 2019-01-08 |
update person_title Richard T. Arkwright: Wealth Advisor New York / Jill Arkwright Harvey Wealth Advisor New York => Director of Wealth Planning / Richard T. Arkwright Wealth Advisor / Robert Asack Wealth Advisor |
| 2019-01-08 |
update person_title Robert C. Fix: Wealth Advisor Chicago => Partner, Wealth Advisor / Jeremy E. Frazer Wealth Advisor |
| 2019-01-08 |
update person_title Robert Kjellman: Wealth Advisor Boston / Albert Lacher Wealth Advisor Chicago / Marc Lacher Wealth Advisor Chicago => Vice President, Wealth Advisor / Andrew T. Kross Wealth Advisor / Marc Lacher Wealth Advisor |
| 2019-01-08 |
update person_title Ron Mitra: Wealth Advisor Chicago / Sarah Mercurio Wealth Advisor Chicago / Ron Mitra Wealth Advisor Chicago => Wealth Advisor / Jackie Moss Wealth Advisor / Peter Mott Wealth Advisor |
| 2019-01-08 |
update person_title Ross Jannotta: Wealth Advisor Chicago / Steven Jesanis Wealth Advisor Chicago / William Kasten Wealth Advisor Chicago => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Ryan DeVore: Member of the Institutional Investment Management Team; Global Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Wealth Advisor Atlanta / David Dreifuss Wealth Advisor Chicago; Asset Management => Partner, Director & Global Head of Private Wealth Management / Greg DiMarzio Wealth Advisor; Member of the Institutional Investment Management Team; Partner, Director & Global Head of Private Wealth Management |
| 2019-01-08 |
update person_title Scott Carnow: Wealth Advisor Private Investors Chicago / Scott Carnow Wealth Advisor Chicago / Edward Chandler Wealth Advisor Chicago => Vice President, Wealth Advisor |
| 2019-01-08 |
update person_title Steve Elkins: Wealth Advisor Associate Chicago / Ed Dunphy Wealth Advisor Chicago / Steve Elkins Wealth Advisor Chicago => Partner, Wealth Advisor / Bill Escamilla Wealth Advisor / Anthony Faut Wealth Advisor |
| 2019-01-08 |
update person_title Steven Jesanis: Wealth Advisor Chicago / Steven Jesanis Wealth Advisor Chicago / William Kasten Wealth Advisor Chicago => Partner, Wealth Advisor / Max Kaplan Wealth Advisor |
| 2019-01-08 |
update person_title Thomas Salvino: Wealth Advisor Chicago / Katie Savage Wealth Advisor Chicago / Craig Savage Wealth Advisor Chicago => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Tim Gleason: Wealth Advisor Chicago / Christopher Glass Wealth Advisor Chicago / Tim Gleason Wealth Advisor Chicago; Wealth Advisor => Wealth Advisor / Pat Gleason Wealth Advisor / Jeffrey T. Golden Wealth Advisor |
| 2019-01-08 |
update person_title Tom Pruitt: Wealth Advisor Private Investors Chicago / Joe Pucci Wealth Advisor New York => Partner, Wealth Advisor / Laura - Min Proctor Wealth Advisor / Tom Pruitt Wealth Advisor |
| 2019-01-08 |
update person_title Tom Wilson: Wealth Advisor Private Investors Chicago / C.J. Young Wealth Advisor Boston => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title Tony Hoban: Wealth Advisor in William Blair 's Private Wealth Management; Wealth Advisor Private Investors Chicago / Charles Hodges IV Wealth Advisor Chicago / Lindsey Holton Wealth Advisor Chicago; Partner, Wealth Advisor => Partner, Wealth Advisor |
| 2019-01-08 |
update person_title William Kasten: Wealth Advisor Chicago / Steven Jesanis Wealth Advisor Chicago / William Kasten Wealth Advisor Chicago => Partner, Wealth Advisor |
| 2018-12-01 |
delete email rm..@williamblair.com |
| 2018-12-01 |
delete person Austin Rogers |
| 2018-12-01 |
delete person J.P. Young |
| 2018-12-01 |
delete person Ralph Mastrangelo |
| 2018-12-01 |
delete phone +44 20 7868 4400 |
| 2018-12-01 |
insert person Joe Pucci |
| 2018-12-01 |
insert person Kelly Allison |
| 2018-12-01 |
insert person Rakhee Bhagat |
| 2018-12-01 |
update person_title Kevin Brock: Wealth Advisor Chicago / David Brown Wealth Advisor Chicago / Jack Brown Wealth Advisor Chicago => Wealth Advisor Chicago / Jack Brown Wealth Advisor Chicago / David Brown Wealth Advisor Chicago |
| 2018-12-01 |
update person_title Peter Ryan: Wealth Advisor San Francisco / John Salvino Wealth Advisor Chicago / Al Salvino Wealth Advisor Chicago => Wealth Advisor San Francisco / Al Salvino Wealth Advisor Chicago / John Salvino Wealth Advisor Chicago |
| 2018-12-01 |
update person_title Thomas Pruitt: Wealth Advisor Private Investors Chicago => Wealth Advisor Private Investors Chicago / Joe Pucci Wealth Advisor New York |
| 2018-10-21 |
delete person Ed Finn |
| 2018-10-21 |
insert email af..@williamblair.com |
| 2018-10-21 |
insert person Alex François |
| 2018-10-21 |
update person_description Alex Rolfe => Alex Rolfe |
| 2018-10-21 |
update person_title Alex Rolfe: Head of Australia and New Zealand Institutional Distribution Institutional Sydney; Head of Australia and New Zealand Institutional Distribution; Consultant => Head of Australia and New Zealand Institutional Distribution Institutional Sydney; Head of Australia and New Zealand Distribution; Head of Australia and New Zealand Institutional Distribution |
| 2018-10-21 |
update person_title Douglas Gilbert: Wealth Advisor San Francisco / Christopher Glass Wealth Advisor Chicago / Tim Gleason Wealth Advisor Chicago => Wealth Advisor Private Investors Chicago / Mike Gentile Wealth Advisor Chicago / Douglas Gilbert Wealth Advisor San Francisco |
| 2018-10-21 |
update person_title John Salvino: Wealth Advisor Chicago / Katie Savage Wealth Advisor Chicago / Craig Savage Wealth Advisor Chicago => Wealth Advisor San Francisco / John Salvino Wealth Advisor Chicago / Al Salvino Wealth Advisor Chicago |
| 2018-10-21 |
update person_title Kevin Brock: Wealth Advisor Chicago / Jack Brown Wealth Advisor Chicago / David Brown Wealth Advisor Chicago => Wealth Advisor Chicago / David Brown Wealth Advisor Chicago / Jack Brown Wealth Advisor Chicago |
| 2018-10-21 |
update person_title Larry Gilbert: Wealth Advisor Private Investors Chicago / Mike Gentile Wealth Advisor Chicago / Larry Gilbert Wealth Advisor Chicago => Wealth Advisor Chicago / Christopher Glass Wealth Advisor Chicago / Tim Gleason Wealth Advisor Chicago |
| 2018-10-21 |
update person_title Mark Fuller III: Wealth Advisor Private Investors Chicago / Mike Gentile Wealth Advisor Chicago / Larry Gilbert Wealth Advisor Chicago => Wealth Advisor Private Investors Chicago / Mike Gentile Wealth Advisor Chicago / Douglas Gilbert Wealth Advisor San Francisco |
| 2018-10-21 |
update person_title Peter Ryan: Wealth Advisor San Francisco / Al Salvino Wealth Advisor Chicago / Tom Salvino Wealth Advisor Chicago => Wealth Advisor San Francisco / John Salvino Wealth Advisor Chicago / Al Salvino Wealth Advisor Chicago |
| 2018-10-21 |
update person_title Robert Kjellman: Wealth Advisor Boston / Marc Lacher Wealth Advisor Chicago / Albert Lacher Wealth Advisor Chicago => Wealth Advisor Boston / Albert Lacher Wealth Advisor Chicago / Marc Lacher Wealth Advisor Chicago |
| 2018-10-21 |
update person_title Tom Salvino: Wealth Advisor San Francisco / Al Salvino Wealth Advisor Chicago / Tom Salvino Wealth Advisor Chicago => Wealth Advisor Chicago / Katie Savage Wealth Advisor Chicago / Craig Savage Wealth Advisor Chicago |
| 2018-10-21 |
update robots_txt_status www.williamblair.com: 200 => 404 |
| 2018-10-07 |
update accounts_last_madeup_date 2016-12-31 => 2017-12-31 |
| 2018-10-07 |
update accounts_next_due_date 2018-09-30 => 2019-09-30 |
| 2018-10-03 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR RALPH MASTRANGELO |
| 2018-09-19 |
delete address 11th Floor, China World Tower 1 1 Jianguomenwai Avenue, Chaoyang District Beijing 100004, People's Republic of China |
| 2018-09-19 |
delete associated_investor TA Associates |
| 2018-09-19 |
delete person Eric Vazquez |
| 2018-09-19 |
delete person Hitesh Balwada |
| 2018-09-19 |
delete person Izabela Hallett |
| 2018-09-19 |
delete person Jennifer Alberding |
| 2018-09-19 |
delete phone +86 10 5737 9029 |
| 2018-09-19 |
update person_title Peter Dalrymple: Managing Director Chicago => Managing Director Boston |
| 2018-08-21 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 20/08/18, NO UPDATES |
| 2018-08-17 |
delete vp Andrew Feichter |
| 2018-08-17 |
delete vp Andy Thompson |
| 2018-08-17 |
delete vp Craig Savage |
| 2018-08-17 |
delete vp Joel Dobbs |
| 2018-08-17 |
delete vp Kim Tyson Chenevey |
| 2018-08-17 |
delete email sc..@williamblair.com |
| 2018-08-17 |
delete index_pages_linkeddomain bit.ly |
| 2018-08-17 |
delete person Alex Schneider |
| 2018-08-17 |
delete person Dan Charles |
| 2018-08-17 |
delete person Frank Trager |
| 2018-08-17 |
delete person Sofi Cucuz |
| 2018-08-17 |
delete person Thomas Lanctot |
| 2018-08-17 |
delete phone +1 312 364 8966 |
| 2018-08-17 |
insert associated_investor TA Associates |
| 2018-08-17 |
insert email rt..@williamblair.com |
| 2018-08-17 |
insert person Arthur Paterson |
| 2018-08-17 |
insert person Christopher Rosamond |
| 2018-08-17 |
insert person James Devins |
| 2018-08-17 |
insert person Joseph Roberts |
| 2018-08-17 |
insert phone +1 312 364 8464 |
| 2018-08-17 |
update person_description Archie Kantzavelos => Archie Kantzavelos |
| 2018-08-17 |
update person_description Cameron McKinney => Cameron McKinney |
| 2018-08-17 |
update person_description Candy Vondra => Candy Vondra |
| 2018-08-17 |
update person_description Elise Murray => Elise Murray |
| 2018-08-17 |
update person_description Eric Walania => Eric Walania |
| 2018-08-17 |
update person_description Joanna Pomagier => Joanna Pomagier |
| 2018-08-17 |
update person_description Mary Jo Garofalo => Mary Jo Garofalo |
| 2018-08-17 |
update person_description Robert Castaneda => Robert Castaneda |
| 2018-08-17 |
update person_description Robin Fandrei => Robin Fandrei |
| 2018-08-17 |
update person_description Sarah Clark => Sarah Clark |
| 2018-08-17 |
update person_description Terri Kwiecinski => Terri Kwiecinski |
| 2018-08-17 |
update person_description Tim Gleason => Tim Gleason |
| 2018-08-17 |
update person_title Al Salvino: Financial Advisor; Financial Advisor Private Client Advisors Chicago / Katie Savage Financial Advisor Chicago / Craig Savage Financial Advisor Chicago; Partner => Wealth Advisor San Francisco / Al Salvino Wealth Advisor Chicago / Tom Salvino Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Albert Lacher: Financial Advisor Private Client Advisors Chicago; Financial Advisor => Wealth Advisor Boston / Marc Lacher Wealth Advisor Chicago / Albert Lacher Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Allen Hinkelman: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Andrew Feichter: Vice President; Financial Advisor in William Blair 's Private Client Advisors; Financial Advisor Private Client Advisors Chicago; Financial Advisor => Wealth Advisor in William Blair 's Private Wealth Management; Wealth Advisor Chicago / Anthony Faut Wealth Advisor Chicago / Andrew Feichter Wealth Advisor Chicago; Vice President, Wealth Advisor |
| 2018-08-17 |
update person_title Andy Thompson: Vice President; Financial Advisor in William Blair 's Private Client Advisors; Financial Advisor; Investment Counselor Private Investors Investment Counseling Chicago / Andy Thompson Financial Advisor Atlanta / Kim Tyson Chenevey Financial Advisor Atlanta => Wealth Advisor in William Blair 's Private Wealth Management; Wealth Advisor Private Investors Chicago / Andy Thompson Wealth Advisor Atlanta / Kim Tyson Chenevey Wealth Advisor Atlanta; Vice President, Wealth Advisor |
| 2018-08-17 |
update person_title Anthony Faut: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Anthony Faut Wealth Advisor Chicago / Andrew Feichter Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Archie Kantzavelos: Wealth Planner => Senior Wealth Planner |
| 2018-08-17 |
update person_title Barbara Cummings: Financial Advisor Private Client Advisors Boston => Wealth Advisor Private Investors Chicago / Barbara Cummings Wealth Advisor Boston / Duke Dellin Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Beth Pickens: Managing Director London London => Managing Director London Chicago |
| 2018-08-17 |
update person_title Bill Escamilla: Financial Advisor Private Client Advisors Chicago; Partner, Financial Advisor, CFP® => Partner, Wealth Advisor, CFP®; Wealth Advisor Chicago / Anthony Faut Wealth Advisor Chicago / Andrew Feichter Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Bill Melka: Financial Advisor Private Client Advisors Chicago / Bill Melka Client Advisor Chicago => Wealth Advisor Chicago / Sarah Mercurio Wealth Advisor Chicago / Ron Mitra Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Brandon Lower: Managing Director Financial Sponsor Coverage New York Chicago; Investment Banking => Investment Banking; Managing Director Financial Sponsor Coverage New York New York |
| 2018-08-17 |
update person_title Brian Marshall: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Private Investors Chicago / Edward Malysiak Jr. Wealth Advisor Chicago / Brian Marshall Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Brian Schultz: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago |
| 2018-08-17 |
update person_title C.J. Young: Financial Advisor Private Client Advisors Boston => Wealth Advisor Private Investors Chicago / C.J. Young Wealth Advisor Boston |
| 2018-08-17 |
update person_title Cameron McKinney: Investment Counselor; Investment Counselor Private Investors Investment Counseling Chicago => Wealth Advisor Private Investors Chicago / Carlette McMullan Wealth Advisor Chicago / Joseph McMullen Wealth Advisor Chicago; Wealth Advisor |
| 2018-08-17 |
update person_title Candy Vondra: Portfolio Associate => Client Relationship Associate |
| 2018-08-17 |
update person_title Carlette McMullan: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Private Investors Chicago / Carlette McMullan Wealth Advisor Chicago / Joseph McMullen Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Cathy Abbott: Portfolio Associate, CFP® => Client Relationship Associate, CFP® |
| 2018-08-17 |
update person_title Charles Hodges IV: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Private Investors Chicago / Charles Hodges IV Wealth Advisor Chicago / Lindsey Holton Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Christian Waite: Financial Advisor Chicago Chicago => Wealth Advisor Chicago / Eric Walania Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Christopher Glass: Financial Advisor Private Client Advisors Chicago => Wealth Advisor San Francisco / Christopher Glass Wealth Advisor Chicago / Tim Gleason Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Craig Savage: Vice President; Financial Advisor; Financial Advisor Private Client Advisors Chicago / Katie Savage Financial Advisor Chicago / Craig Savage Financial Advisor Chicago => Wealth Advisor Chicago / Katie Savage Wealth Advisor Chicago / Craig Savage Wealth Advisor Chicago; Vice President, Wealth Advisor |
| 2018-08-17 |
update person_title Dan Grant: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Private Investors Chicago / Dan Grant Wealth Advisor Chicago / Jim Hamman Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Daniel Maude: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Thomas Marx Wealth Advisor Chicago / Daniel Maude Wealth Advisor Chicago |
| 2018-08-17 |
update person_title David Brown: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Jack Brown Wealth Advisor Chicago / David Brown Wealth Advisor Chicago |
| 2018-08-17 |
update person_title David Dreifuss: Financial Advisor Private Client Advisors Chicago => Global Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Wealth Advisor Atlanta / David Dreifuss Wealth Advisor Chicago |
| 2018-08-17 |
update person_title David Port: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Douglas Gilbert: Financial Advisor Private Client Advisors Chicago / Larry Gilbert Financial Advisor Chicago / Douglas Gilbert Financial Advisor San Francisco => Wealth Advisor San Francisco / Christopher Glass Wealth Advisor Chicago / Tim Gleason Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Douglas J. Kryscio: Senior Client Relationship Manager Client Service Institutional Chicago => Head of North America Client Service Client Service Institutional Chicago |
| 2018-08-17 |
update person_title Drew Duff: Financial Advisor Associate Private Client Advisors Chicago => Wealth Advisor Associate Chicago / Ed Dunphy Wealth Advisor Chicago / Steve Elkins Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Ed Dunphy: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Associate Chicago / Ed Dunphy Wealth Advisor Chicago / Steve Elkins Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Edward Chandler: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Private Investors Chicago / Scott Carnow Wealth Advisor Chicago / Edward Chandler Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Edward Malysiak Jr.: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Private Investors Chicago / Edward Malysiak Jr. Wealth Advisor Chicago / Brian Marshall Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Elise Murray: Registered Portfolio Associate => Client Relationship Associate |
| 2018-08-17 |
update person_title Eric Walania: Financial Advisor in William Blair 's Private Client Advisors; Financial Advisor Private Client Advisors Chicago; Financial Advisor => Wealth Advisor Chicago / Eric Walania Wealth Advisor Chicago; Wealth Advisor |
| 2018-08-17 |
update person_title Geralyn Sullivan: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Private Investors Chicago / Michael Sirvinskas Wealth Advisor Chicago / Geralyn Sullivan Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Gorman Cook: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Tony Cogan Wealth Advisor Chicago / Gorman Cook Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Gregory Pusinelli: Investment Counselor Private Investors Investment Counseling Chicago / Patrick Rule Client Advisor Chicago / Peter Ryan Financial Advisor San Francisco => Wealth Advisor Private Investors Chicago |
| 2018-08-17 |
update person_title Jack Brown: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Jack Brown Wealth Advisor Chicago / David Brown Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Jackie Moss: Investment Counselor Chicago => Wealth Advisor Chicago / Peter Mott Wealth Advisor Chicago / Arthur Paterson Wealth Advisor New York |
| 2018-08-17 |
update person_title Jeffrey Golden: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Jill Arkwright Harvey: Financial Advisor Private Client Advisors New York => Wealth Advisor New York / Jill Arkwright Harvey Wealth Advisor New York |
| 2018-08-17 |
update person_title Jim Hamman: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Private Investors Chicago / Dan Grant Wealth Advisor Chicago / Jim Hamman Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Joanna Pomagier: Portfolio Associate => Client Relationship Associate |
| 2018-08-17 |
update person_title Joel Dobbs: Vice President; Financial Advisor; Global Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Financial Advisor Atlanta => Global Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Wealth Advisor Atlanta / David Dreifuss Wealth Advisor Chicago; Vice President, Wealth Advisor |
| 2018-08-17 |
update person_title John Baker Welch: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago |
| 2018-08-17 |
update person_title John Cimaroli: Investment Counselor Chicago / Tony Cogan Financial Advisor Chicago; Investment Counselor => Wealth Advisor Chicago / Tony Cogan Wealth Advisor Chicago / Gorman Cook Wealth Advisor Chicago; Wealth Advisor |
| 2018-08-17 |
update person_title John Cultra: Partner, Investment Counselor; Investment Counselor Private Investors Investment Counseling Chicago => Wealth Advisor Private Investors Chicago / Barbara Cummings Wealth Advisor Boston / Duke Dellin Wealth Advisor Chicago; Partner, Wealth Advisor |
| 2018-08-17 |
update person_title John Salvino: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Katie Savage Wealth Advisor Chicago / Craig Savage Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Joseph McMullen: Financial Advisor Private Client Advisors Chicago / Bill Melka Client Advisor Chicago => Wealth Advisor Private Investors Chicago / Carlette McMullan Wealth Advisor Chicago / Joseph McMullen Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Joseph Tabet: Financial Advisor Private Client Advisors Chicago => Wealth Advisor New York / Joseph Tabet Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Julie Alcala: Wealth Planner, CPA, CFP® => Director of Wealth Planning, CPA, CFP® |
| 2018-08-17 |
update person_title Kevin Brock: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Jack Brown Wealth Advisor Chicago / David Brown Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Kim Tyson Chenevey: Vice President; Financial Advisor; Investment Counselor Private Investors Investment Counseling Chicago / Andy Thompson Financial Advisor Atlanta / Kim Tyson Chenevey Financial Advisor Atlanta => Wealth Advisor Private Investors Chicago / Andy Thompson Wealth Advisor Atlanta / Kim Tyson Chenevey Wealth Advisor Atlanta; Vice President, Wealth Advisor |
| 2018-08-17 |
update person_title Laura Linger: Client Advisor Private Investors Investment Counseling Chicago => Wealth Advisor Private Investors Chicago / Edward Malysiak Jr. Wealth Advisor Chicago / Brian Marshall Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Laura-Min Proctor: Client Advisor Private Investors Chicago => Wealth Advisor Private Investors Chicago |
| 2018-08-17 |
update person_title Linda Sutkin: Financial Advisor Private Client Advisors New York => Wealth Advisor New York / Joseph Tabet Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Lindsey Holton: Investment Counselor Chicago => Wealth Advisor Private Investors Chicago / Charles Hodges IV Wealth Advisor Chicago / Lindsey Holton Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Loui Marver: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Thomas Marx Wealth Advisor Chicago / Daniel Maude Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Louise Lane: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Patrick Lauderdale Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Mark Fuller III: Investment Counselor Private Investors Investment Counseling Chicago => Wealth Advisor Private Investors Chicago / Mike Gentile Wealth Advisor Chicago / Larry Gilbert Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Mark McKinley: Investment Counselor; Investment Counselor Private Investors Investment Counseling Chicago => Wealth Advisor; Wealth Advisor Private Investors Chicago |
| 2018-08-17 |
update person_title Mark Wheeler: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Private Investors Chicago / Mark Wheeler Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Mary Jo Garofalo: Portfolio Associate, CFP® => Client Relationship Associate, CFP® |
| 2018-08-17 |
update person_title Michael Sirvinskas: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Private Investors Chicago / Michael Sirvinskas Wealth Advisor Chicago / Geralyn Sullivan Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Michael Wertz: Partner, Investment Counselor; Investment Counselor Private Investors Investment Counseling Chicago => Wealth Advisor Private Investors Chicago / Mark Wheeler Wealth Advisor Chicago; Partner, Wealth Advisor |
| 2018-08-17 |
update person_title Mike Gentile: Financial Advisor Private Client Advisors Chicago / Larry Gilbert Financial Advisor Chicago / Douglas Gilbert Financial Advisor San Francisco => Wealth Advisor Private Investors Chicago / Mike Gentile Wealth Advisor Chicago / Larry Gilbert Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Neal Seltzer: Investment Counselor Private Investors Investment Counseling Chicago => Wealth Advisor Private Investors Chicago / Michael Sirvinskas Wealth Advisor Chicago / Geralyn Sullivan Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Patrick Lauderdale: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Patrick Lauderdale Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Patrick Rule: Investment Counselor Private Investors Investment Counseling Chicago / Patrick Rule Client Advisor Chicago / Peter Ryan Financial Advisor San Francisco; Client Advisor => Financial Advisor Private Client Advisors Boston / Christopher Rosamond Wealth Advisor New York / Patrick Rule Wealth Advisor Chicago; Wealth Advisor |
| 2018-08-17 |
update person_title Peter Mott: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Peter Mott Wealth Advisor Chicago / Arthur Paterson Wealth Advisor New York |
| 2018-08-17 |
update person_title Peter Ryan: Investment Counselor Private Investors Investment Counseling Chicago / Patrick Rule Client Advisor Chicago / Peter Ryan Financial Advisor San Francisco => Wealth Advisor San Francisco / Al Salvino Wealth Advisor Chicago / Tom Salvino Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Raymond Teborek: Investment Counselor Private Investors Investment Counseling Chicago / Andy Thompson Financial Advisor Atlanta / Kim Tyson Chenevey Financial Advisor Atlanta => Senior Advisor; Wealth Advisor Private Investors Chicago / Andy Thompson Wealth Advisor Atlanta / Kim Tyson Chenevey Wealth Advisor Atlanta |
| 2018-08-17 |
update person_title Richard Arkwright: Financial Advisor Private Client Advisors New York => Wealth Advisor New York / Jill Arkwright Harvey Wealth Advisor New York |
| 2018-08-17 |
update person_title Richard Gottfred: Investment Counselor Private Investors Investment Counseling Chicago => Wealth Advisor Private Investors Chicago / Dan Grant Wealth Advisor Chicago / Jim Hamman Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Robert Castaneda: Registered Portfolio Associate => Client Relationship Associate |
| 2018-08-17 |
update person_title Robert Fix: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Robert J. Duwa: Member of the Institutional Investment Management Team; IM Institutional Marketing; Head of Institutional Client Relationship Management Client Service Institutional Chicago => Head of North America Distribution Client Service Institutional Chicago; Member of the Institutional Investment Management Team; Institutional Investment Management |
| 2018-08-17 |
update person_title Robert Kjellman: Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago => Wealth Advisor Boston / Marc Lacher Wealth Advisor Chicago / Albert Lacher Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Robin Fandrei: Portfolio Associate => Client Relationship Associate |
| 2018-08-17 |
update person_title Ross Jannotta: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Steven Jesanis Wealth Advisor Chicago / William Kasten Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Russ Campion: Client Advisor Private Investors Investment Counseling Chicago => Wealth Advisor Private Investors Chicago / Scott Carnow Wealth Advisor Chicago / Edward Chandler Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Ryan DeVore: Member of the Institutional Investment Management Team; Global Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Financial Advisor Atlanta; Asset Management => Member of the Institutional Investment Management Team; Global Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Wealth Advisor Atlanta / David Dreifuss Wealth Advisor Chicago; Asset Management |
| 2018-08-17 |
update person_title Sarah Clark: Portfolio Associate => Client Relationship Associate |
| 2018-08-17 |
update person_title Sarah Mercurio: Wealth Counselor, CFP®; Investment Counselor Chicago / Ron Mitra Financial Advisor Chicago; Wealth Planner, CFP® => Wealth Advisor Chicago / Sarah Mercurio Wealth Advisor Chicago / Ron Mitra Wealth Advisor Chicago; Wealth Advisor, CFP® |
| 2018-08-17 |
update person_title Scott Carnow: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Private Investors Chicago / Scott Carnow Wealth Advisor Chicago / Edward Chandler Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Scott Zopfi: Senior Investment Associate; Investment Associate Chicago => Senior Investment Associate; Senior Investment Associate Chicago |
| 2018-08-17 |
update person_title Steve Elkins: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Associate Chicago / Ed Dunphy Wealth Advisor Chicago / Steve Elkins Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Steven Jesanis: Financial Advisor Private Client Advisors Chicago / William Kasten Financial Advisor Chicago => Wealth Advisor Chicago / Steven Jesanis Wealth Advisor Chicago / William Kasten Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Terri Kwiecinski: Portfolio Associate => Client Relationship Associate |
| 2018-08-17 |
update person_title Thomas Marx: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago / Thomas Marx Wealth Advisor Chicago / Daniel Maude Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Thomas Pruitt: Investment Counselor Private Investors Investment Counseling Chicago => Wealth Advisor Private Investors Chicago |
| 2018-08-17 |
update person_title Tim Gleason: Investment Counselor; Investment Counselor Chicago => Wealth Advisor San Francisco / Christopher Glass Wealth Advisor Chicago / Tim Gleason Wealth Advisor Chicago; Wealth Advisor |
| 2018-08-17 |
update person_title Tom Salvino: Financial Advisor Private Client Advisors Chicago => Wealth Advisor San Francisco / Al Salvino Wealth Advisor Chicago / Tom Salvino Wealth Advisor Chicago |
| 2018-08-17 |
update person_title Tom Wilson: Investment Counselor Private Investors Investment Counseling Chicago => Wealth Advisor Private Investors Chicago / C.J. Young Wealth Advisor Boston |
| 2018-08-17 |
update person_title Tony Hoban: Partner, Investment Counselor; Investment Counselor in William Blair 's Investment Counseling; Investment Counselor Private Investors Investment Counseling Chicago => Wealth Advisor in William Blair 's Private Wealth Management; Wealth Advisor Private Investors Chicago / Charles Hodges IV Wealth Advisor Chicago / Lindsey Holton Wealth Advisor Chicago; Partner, Wealth Advisor |
| 2018-08-17 |
update person_title William Van Nortwick: Financial Advisor Private Client Advisors Chicago => Wealth Advisor Chicago |
| 2018-08-17 |
update person_title William Waller: Investment Counselor Private Investors Investment Counseling Chicago => Wealth Advisor Private Investors Chicago |
| 2018-08-15 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/17 |
| 2018-07-01 |
delete ceo Andrew Huntley |
| 2018-07-01 |
delete about_pages_linkeddomain ico.gov.uk |
| 2018-07-01 |
delete about_pages_linkeddomain international-chamber.co.uk |
| 2018-07-01 |
delete about_pages_linkeddomain sharethis.com |
| 2018-07-01 |
delete address Financial Centre P.O. Box 113355 Dubai, UAE |
| 2018-07-01 |
delete career_pages_linkeddomain ico.gov.uk |
| 2018-07-01 |
delete career_pages_linkeddomain international-chamber.co.uk |
| 2018-07-01 |
delete career_pages_linkeddomain sharethis.com |
| 2018-07-01 |
delete contact_pages_linkeddomain ico.gov.uk |
| 2018-07-01 |
delete contact_pages_linkeddomain international-chamber.co.uk |
| 2018-07-01 |
delete contact_pages_linkeddomain sharethis.com |
| 2018-07-01 |
delete email ah..@bdapartners.com |
| 2018-07-01 |
delete index_pages_linkeddomain ico.gov.uk |
| 2018-07-01 |
delete index_pages_linkeddomain international-chamber.co.uk |
| 2018-07-01 |
delete index_pages_linkeddomain sharethis.com |
| 2018-07-01 |
delete investor_pages_linkeddomain ico.gov.uk |
| 2018-07-01 |
delete investor_pages_linkeddomain international-chamber.co.uk |
| 2018-07-01 |
delete investor_pages_linkeddomain sharethis.com |
| 2018-07-01 |
delete management_pages_linkeddomain ico.gov.uk |
| 2018-07-01 |
delete management_pages_linkeddomain international-chamber.co.uk |
| 2018-07-01 |
delete management_pages_linkeddomain sharethis.com |
| 2018-07-01 |
delete person Andrew Huntley |
| 2018-07-01 |
delete phone +971 4 4019124 |
| 2018-07-01 |
delete service_pages_linkeddomain ico.gov.uk |
| 2018-07-01 |
delete service_pages_linkeddomain international-chamber.co.uk |
| 2018-07-01 |
delete service_pages_linkeddomain sharethis.com |
| 2018-07-01 |
insert about_pages_linkeddomain ico.org.uk |
| 2018-07-01 |
insert career_pages_linkeddomain ico.org.uk |
| 2018-07-01 |
insert contact_pages_linkeddomain ico.org.uk |
| 2018-07-01 |
insert index_pages_linkeddomain bit.ly |
| 2018-07-01 |
insert index_pages_linkeddomain ico.org.uk |
| 2018-07-01 |
insert investor_pages_linkeddomain ico.org.uk |
| 2018-07-01 |
insert management_pages_linkeddomain ico.org.uk |
| 2018-07-01 |
insert service_pages_linkeddomain ico.org.uk |
| 2018-06-01 |
update statutory_documents DIRECTOR APPOINTED MS STEPHANIE BRAMING |
| 2018-05-20 |
delete otherexecutives Amberlyn Rhodes |
| 2018-05-20 |
delete email sl..@williamblair.com |
| 2018-05-20 |
delete industry_tag investment banking and asset management |
| 2018-05-20 |
delete person Amberlyn Rhodes |
| 2018-05-20 |
delete person Ben Heidari |
| 2018-05-20 |
delete person Molly Strenk |
| 2018-05-20 |
delete person Peter Gibson |
| 2018-05-20 |
delete person Sarah Diorio |
| 2018-05-20 |
delete person Sarah Lundquist |
| 2018-05-20 |
delete person Todd Speece |
| 2018-05-20 |
delete phone +1 470 351 6925 |
| 2018-05-20 |
insert person Barbara Orlando |
| 2018-05-20 |
insert person Cliff Kalish |
| 2018-05-20 |
insert person Jason Sutherland |
| 2018-05-20 |
insert person Matt Kelly |
| 2018-05-20 |
insert person Mike Nelson |
| 2018-05-20 |
insert phone 28 2017 |
| 2018-05-20 |
update person_description Austin Rogers => Austin Rogers |
| 2018-05-20 |
update person_title Al Salvino: Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago; Financial Advisor; Partner => Financial Advisor; Financial Advisor Private Client Advisors Chicago / Katie Savage Financial Advisor Chicago / Craig Savage Financial Advisor Chicago; Partner |
| 2018-05-20 |
update person_title Austin Rogers: Advisor; Internal Sales Associate Financial Intermediaries - Advisor Solutions Chicago; Internal Sales Associate => Senior Regional Associate, NYC Metro Region Financial Intermediaries - Advisor Solutions Chicago; Senior Regional Associate, NYC Metro Region; Advisor |
| 2018-05-20 |
update person_title Eileen Sebold: National Accounts Director, Financial Intermediaries National Accounts Financial Intermediaries - Advisor Solutions Chicago => National Accounts Director, Wirehouses National Accounts Financial Intermediaries - Advisor Solutions Chicago |
| 2018-05-20 |
update person_title Frank Trager: Internal Sales Associate, Midwest Financial Intermediaries - Advisor Solutions Chicago => Senior Regional Associate, Midwest Region Financial Intermediaries - Advisor Solutions Chicago |
| 2018-05-20 |
update person_title Gillian Koch: Registered Portfolio Associate => Registered Portfolio Associate, CFP® |
| 2018-05-20 |
update person_title Izabela Hallett: Senior Regional Director, Northeast Financial Intermediaries - Advisor Solutions Chicago => Senior Regional Director, Northeast Region Financial Intermediaries - Advisor Solutions Chicago |
| 2018-05-20 |
update person_title James Foege: Senior Internal Sales Associate, Northeast Region Financial Intermediaries - Advisor Solutions Chicago => Senior Regional Associate, Northeast Region Financial Intermediaries - Advisor Solutions Chicago |
| 2018-05-20 |
update person_title Jason Lloyd: National Accounts Manager National Accounts Financial Intermediaries - Advisor Solutions Chicago => National Accounts Director, Financial Institutions National Accounts Financial Intermediaries - Advisor Solutions Chicago |
| 2018-05-20 |
update person_title Louie Fetch: Senior Internal Sales Associate, Western Region Financial Intermediaries - Advisor Solutions Chicago => Senior Regional Associate, West Region Financial Intermediaries - Advisor Solutions Chicago |
| 2018-05-20 |
update person_title Marty Meenaghan: Senior Internal Sales Associate, Midwest Region Financial Intermediaries - Advisor Solutions Chicago => Senior Regional Associate, Midwest Region Financial Intermediaries - Advisor Solutions Chicago |
| 2018-05-20 |
update person_title Ryan Airola: Senior Regional Director, Midwest Banks and Independents Financial Intermediaries - Advisor Solutions Chicago => Senior Regional Director, Midwest Region Banks and Independents Financial Intermediaries - Advisor Solutions Chicago |
| 2018-03-31 |
insert managingdirector Brandon Dobell |
| 2018-03-31 |
delete email ff..@williambliar.com |
| 2018-03-31 |
delete person Dave Mabie |
| 2018-03-31 |
delete person David Fording |
| 2018-03-31 |
delete person Eric Maddix |
| 2018-03-31 |
delete person Fred Fischer |
| 2018-03-31 |
delete person James Hoak |
| 2018-03-31 |
delete person James Mabie |
| 2018-03-31 |
delete person John Brennan |
| 2018-03-31 |
delete person John Kibler |
| 2018-03-31 |
delete person John Shea |
| 2018-03-31 |
delete person Katan D'Souza |
| 2018-03-31 |
delete person Rainer Hepberger |
| 2018-03-31 |
delete person Steven Rusnak |
| 2018-03-31 |
delete phone +1 312 364 8970 |
| 2018-03-31 |
delete phone +1 617 235 7522 |
| 2018-03-31 |
insert associated_investor General Atlantic |
| 2018-03-31 |
insert email jp..@williamblair.com |
| 2018-03-31 |
insert email mn..@williamblair.com |
| 2018-03-31 |
insert email sc..@williamblair.com |
| 2018-03-31 |
insert email sz..@williamblair.com |
| 2018-03-31 |
insert person Brandon Dobell |
| 2018-03-31 |
insert person Brian Singer |
| 2018-03-31 |
insert person Cameron Morris |
| 2018-03-31 |
insert person Douglas Gilbert |
| 2018-03-31 |
insert person Erin Murray Butler |
| 2018-03-31 |
insert person Hitesh Balwada |
| 2018-03-31 |
insert person James Connors |
| 2018-03-31 |
insert person Joanna Pomagier |
| 2018-03-31 |
insert person Michael Sabo |
| 2018-03-31 |
insert person Mike Trimberger |
| 2018-03-31 |
insert person Peter Ryan |
| 2018-03-31 |
insert person Scott Zopfi |
| 2018-03-31 |
insert person Sofi Cucuz |
| 2018-03-31 |
insert phone + 1 312 364 5602 |
| 2018-03-31 |
insert phone +1 312 364 5398 |
| 2018-03-31 |
insert phone +1 312 364 8966 |
| 2018-03-31 |
update person_title Al Salvino: Financial Advisor Private Client Advisors Chicago; Financial Advisor; Partner => Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago; Financial Advisor; Partner |
| 2018-03-31 |
update person_title Brandon Lower: Managing Director Financial Sponsor Coverage New York Chicago => Managing Director Financial Sponsor Coverage New York Chicago; Investment Banking |
| 2018-03-31 |
update person_title Brent Felitto: Managing Director, Head of Healthcare; Investment Banking; Managing Director Healthcare Chicago Chicago; Member of the Private Wealth Management Team => Managing Director, Head of Healthcare; Managing Director Healthcare Chicago Chicago |
| 2018-03-31 |
update person_title Gregory Pusinelli: Partner, Investment Counselor; Investment Counselor Private Investors Investment Counseling Chicago / Patrick Rule Client Advisor Chicago => Partner, Investment Counselor; Investment Counselor Private Investors Investment Counseling Chicago / Patrick Rule Client Advisor Chicago / Peter Ryan Financial Advisor San Francisco |
| 2018-03-31 |
update person_title Joseph McMullen: Financial Advisor Private Client Advisors Chicago / Bill Melka Client Advisor Chicago / Ron Mitra Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago / Bill Melka Client Advisor Chicago |
| 2018-03-31 |
update person_title Melissa Mendoza: Wealth Planner, CFP® => Senior Wealth Planner, CFP®; Wealth Planner, CFP® |
| 2018-03-31 |
update person_title Mike Gentile: Financial Advisor Private Client Advisors Chicago / Larry Gilbert Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago / Larry Gilbert Financial Advisor Chicago / Douglas Gilbert Financial Advisor San Francisco |
| 2018-03-31 |
update person_title Ro Bhandari: Managing Director Chicago Chicago => Managing Director Chicago San Francisco |
| 2018-03-31 |
update person_title Ryan DeVore: Director and Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Financial Advisor Atlanta; Asset Management; Member of the Private Wealth Management Team => Member of the Institutional Investment Management Team; Global Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Financial Advisor Atlanta; Asset Management |
| 2018-03-31 |
update person_title Sarah Mercurio: Wealth Counselor, CFP®; Wealth Planner, CFP® => Wealth Counselor, CFP®; Investment Counselor Chicago / Ron Mitra Financial Advisor Chicago; Wealth Planner, CFP® |
| 2018-03-31 |
update person_title Tom Salvino: Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago; Financial Advisor; Partner => Financial Advisor Private Client Advisors Chicago; Financial Advisor; Partner |
| 2018-03-08 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / ARTHUR JOSEPH SIMON / 08/03/2018 |
| 2018-03-08 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / JOHN ROGER ETTELSON / 08/03/2018 |
| 2018-03-08 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / MR BRENT WALKER GLEDHILL / 08/03/2018 |
| 2018-03-08 |
update statutory_documents SECRETARY'S CHANGE OF PARTICULARS / ARTHUR JOSEPH SIMON / 08/03/2018 |
| 2018-02-11 |
delete person Geoff Wehling |
| 2018-02-11 |
delete person Michael Kalt |
| 2018-02-11 |
delete person Michael Stuart |
| 2018-02-11 |
delete person Rick Smirl |
| 2018-02-11 |
insert person Kerr Robertson |
| 2018-02-11 |
insert person Kunal Jain |
| 2018-02-11 |
insert person Matt Gilmore |
| 2018-02-11 |
insert person Michael Amez |
| 2018-02-11 |
insert person Michael Doyle |
| 2018-02-11 |
insert person Paul Majeski |
| 2018-02-11 |
update person_title Andrew Hendrie: Director Chicago Chicago => Managing Director Chicago Chicago |
| 2018-02-11 |
update person_title Bradford Page: Director Chicago => Managing Director Chicago |
| 2018-02-11 |
update person_title Bryan Doherty: Director Boston => Managing Director Boston |
| 2018-02-11 |
update person_title Fritz Buerger: Director Chicago => Managing Director Chicago |
| 2018-02-11 |
update person_title Oliver Parker: Director London Chicago => Director London London |
| 2018-02-11 |
update person_title Sean Gardner: Director New York => Managing Director New York |
| 2018-02-11 |
update person_title Sean Huss: Director Chicago => Managing Director Chicago |
| 2017-12-30 |
delete otherexecutives Spencer Crawford |
| 2017-12-30 |
delete email af..@williamblair.com |
| 2017-12-30 |
delete person Alex François |
| 2017-12-30 |
delete person High Ridge Brands |
| 2017-12-30 |
delete person Katan DSouza |
| 2017-12-30 |
insert address 401 N. Tryon Street 10th Floor Charlotte, NC 28202 |
| 2017-12-30 |
insert address 401 N. Tyron Street 10th floor Charlotte, NC 28202 |
| 2017-12-30 |
insert email gv..@williamblair.com |
| 2017-12-30 |
insert person Derek Cherney |
| 2017-12-30 |
insert person Gordie Vap |
| 2017-12-30 |
insert person Katan D'Souza |
| 2017-12-30 |
insert phone +1 704 969 1581 |
| 2017-12-30 |
update person_title Andreas Mentzer: Director London Chicago => Director London London |
| 2017-12-30 |
update person_title Anu Sharma: Managing Director Financial Sponsor Coverage San Francisco Chicago; Investment Banking => Managing Director Financial Sponsor Coverage San Francisco San Francisco; Investment Banking |
| 2017-12-30 |
update person_title Barbara Cummings: Vice President; Financial Advisor in William Blair 's Private Client Advisors; Financial Advisor Private Client Advisors Chicago; Financial Advisor => Vice President; Financial Advisor in William Blair 's Private Client Advisors; Financial Advisor; Financial Advisor Private Client Advisors Boston |
| 2017-12-30 |
update person_title Benjamin Curtis West: Partner, West Regional Sales Manager; Institutional Sales & Trading; Regional Sales Manager San Francisco San Francisco Chicago => Regional Sales Manager San Francisco San Francisco San Francisco; Partner, West Regional Sales Manager; Institutional Sales & Trading |
| 2017-12-30 |
update person_title Beth Pickens: Managing Director London Chicago => Managing Director London London |
| 2017-12-30 |
update person_title Brad Bissell Boston: Institutional Sales & Trading; Regional Sales Manager Boston Boston Chicago; Partner, Boston Regional Sales Manager; Partner => Institutional Sales & Trading; Regional Sales Manager Boston Boston Boston; Partner, Boston Regional Sales Manager; Partner |
| 2017-12-30 |
update person_title Christopher Lane: Managing Director Chicago => Managing Director San Francisco |
| 2017-12-30 |
update person_title Ed Finn: Consultant Relations and Business Development, Eastern Region and Canada Business Development Institutional Chicago => Consultant Relations and Business Development, Eastern Region Business Development Institutional Chicago |
| 2017-12-30 |
update person_title Gareth Down: Managing Director London Chicago => Managing Director London London |
| 2017-12-30 |
update person_title James Hoak: Director Chicago => Director San Francisco |
| 2017-12-30 |
update person_title Liam Healy: Institutional Sales & Trading; New York Regional Sales Manager New York New York Chicago => Institutional Sales & Trading; New York Regional Sales Manager New York New York New York |
| 2017-12-30 |
update person_title Marina Bozilenko: Managing Director Boston Chicago => Managing Director Boston Boston |
| 2017-12-30 |
update person_title Matt Schultz: Managing Director Chicago => Managing Director San Francisco |
| 2017-12-30 |
update person_title Matthew Gooch: Investment Banking; Managing Director Cross Border London Chicago; Member of the Private Wealth Management Team => Managing Director Cross Border London London; Investment Banking; Member of the Private Wealth Management Team |
| 2017-12-30 |
update person_title Matthew Zimmer: Managing Director London Chicago => Managing Director London London |
| 2017-12-30 |
update person_title Moritz Rottwinkel: Director Chicago => Director Frankfurt |
| 2017-12-30 |
update person_title Per Stahl: Managing Director San Francisco Chicago => Managing Director San Francisco San Francisco |
| 2017-12-30 |
update person_title Rainer Hepberger: Director London Chicago => Director London London |
| 2017-12-30 |
update person_title Ralph Mastrangelo: Institutional Sales & Trading; London Office Equity Sales Manager London London Chicago => London Office Equity Sales Manager London London London; Institutional Sales & Trading |
| 2017-12-30 |
update person_title Raphael Grunschlag: Managing Director London Chicago => Managing Director London London |
| 2017-12-30 |
update person_title Robert Abbe: Managing Director San Francisco Chicago => Managing Director San Francisco San Francisco |
| 2017-12-30 |
update person_title Scott Mattson: Managing Director Boston Chicago => Managing Director Boston Boston |
| 2017-12-30 |
update person_title Sean Gardner: Director Chicago => Director New York |
| 2017-12-30 |
update person_title Spencer Crawford: Director => Director San Francisco |
| 2017-12-30 |
update person_title Stewart Licudi: Managing Director Financial Sponsor Coverage London Chicago => Managing Director Financial Sponsor Coverage London London |
| 2017-12-30 |
update person_title Todd Speece: Managing Director Chicago => Managing Director San Francisco |
| 2017-11-19 |
delete address 222 West Adams Street Chicago, IL 60606 |
| 2017-11-19 |
delete address Putnam Place 100 Great Meadow Road Suite 606 Wethersfield, CT 06109 |
| 2017-11-19 |
delete address River Place 6500 River Place Blvd, Building 7, Suite 250 Austin, TX 78730 |
| 2017-11-19 |
delete email ms..@williamblair.com |
| 2017-11-19 |
delete email tl..@williamblair.com |
| 2017-11-19 |
delete person Kevin Andersen |
| 2017-11-19 |
delete person Matthew Schmieder |
| 2017-11-19 |
delete person Michelle Seitz |
| 2017-11-19 |
delete phone +1 210 558 2849 |
| 2017-11-19 |
delete phone +1 312 364 8120 |
| 2017-11-19 |
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| 2017-11-19 |
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| 2017-11-19 |
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| 2017-11-19 |
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| 2017-11-19 |
insert email rd..@williamblair.com |
| 2017-11-19 |
insert email sb..@williamblair.com |
| 2017-11-19 |
insert person Jason Stefanelli |
| 2017-11-19 |
insert person Michaelle Burstin |
| 2017-11-19 |
insert phone +1 312 364 8149 |
| 2017-11-19 |
insert phone +1 312 364 8968 |
| 2017-11-19 |
update person_title Albert Lacher: Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago; Financial Advisor => Financial Advisor Private Client Advisors Chicago; Financial Advisor |
| 2017-11-19 |
update person_title C.J. Young: Vice President; Financial Advisor Private Client Advisors Chicago; Financial Advisor => Vice President; Financial Advisor; Financial Advisor Private Client Advisors Boston |
| 2017-11-19 |
update person_title Jeff Urbina: Senior Portfolio Manager; Member of the Private Wealth Management Team; Partner => Member of the Private Wealth Management Team; Institutional Investment Management |
| 2017-11-19 |
update person_title Jill Arkwright Harvey: Vice President; Financial Advisor Private Client Advisors Chicago; Financial Advisor => Vice President; Financial Advisor Private Client Advisors New York; Financial Advisor |
| 2017-11-19 |
update person_title John Salvino: Partner, Financial Advisor, CFP®; Financial Advisor Private Client Advisors Chicago / Katie Savage Financial Advisor Chicago / Craig Savage Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago; Partner, Financial Advisor, CFP® |
| 2017-11-19 |
update person_title Linda Sutkin: Vice President; Financial Advisor in William Blair 's Private Client Advisors; Financial Advisor Private Client Advisors Chicago; Financial Advisor => Vice President; Financial Advisor Private Client Advisors New York; Financial Advisor in William Blair 's Private Client Advisors; Financial Advisor |
| 2017-11-19 |
update person_title Raymond Teborek: Investment Counselor Private Investors Investment Counseling Chicago / Andy Thompson Financial Advisor Chicago / Kim Tyson Chenevey Financial Advisor Chicago => Investment Counselor Private Investors Investment Counseling Chicago / Andy Thompson Financial Advisor Atlanta / Kim Tyson Chenevey Financial Advisor Atlanta |
| 2017-11-19 |
update person_title Richard Arkwright: Financial Advisor in William Blair 's Private Client Advisors; Financial Advisor Private Client Advisors Chicago; Financial Advisor => Financial Advisor Private Client Advisors New York; Financial Advisor in William Blair 's Private Client Advisors; Financial Advisor |
| 2017-11-19 |
update person_title Robert Kjellman: Vice President; Financial Advisor Private Client Advisors Chicago; Financial Advisor => Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago; Vice President; Financial Advisor |
| 2017-11-19 |
update person_title Ryan DeVore: Director and Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Financial Advisor Chicago => Director and Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Financial Advisor Atlanta; Asset Management; Member of the Private Wealth Management Team |
| 2017-11-19 |
update person_title Tom Salvino: Financial Advisor Private Client Advisors Chicago; Partner, Financial Advisor, CFP® => Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago; Partner, Financial Advisor, CFP® |
| 2017-11-08 |
update accounts_last_madeup_date 2015-12-31 => 2016-12-31 |
| 2017-11-08 |
update accounts_next_due_date 2017-09-30 => 2018-09-30 |
| 2017-10-30 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/16 |
| 2017-10-22 |
insert ceo Andrew Huntley |
| 2017-10-22 |
delete email cm..@bdapartners.com |
| 2017-10-22 |
delete email ja..@bdapartners.com |
| 2017-10-22 |
delete email sg..@bdapartners.com |
| 2017-10-22 |
delete person Ahmed Al Balooshi |
| 2017-10-22 |
delete person Charles Maynard |
| 2017-10-22 |
delete person Sumit Ganguly |
| 2017-10-22 |
delete phone +86 10 5737 9028 |
| 2017-10-22 |
delete source_ip 72.32.36.104 |
| 2017-10-22 |
insert email ah..@bdapartners.com |
| 2017-10-22 |
insert email km..@bdapartners.com |
| 2017-10-22 |
insert person Andrew Huntley |
| 2017-10-22 |
insert person Eugene Kim |
| 2017-10-22 |
insert person James Dominguez |
| 2017-10-22 |
insert person Kumar Mahtani |
| 2017-10-22 |
insert person Matt Conaty |
| 2017-10-22 |
insert phone +65 6634 5801 |
| 2017-10-22 |
insert source_ip 146.20.152.89 |
| 2017-10-22 |
update person_title Ryan DeVore: Head of Private Client Advisers Private Client Advisors Chicago => Director and Head of Private Wealth Management Private Client Advisors Chicago / Joel Dobbs Financial Advisor Chicago |
| 2017-09-10 |
delete chieflegalofficer Art Simon |
| 2017-09-10 |
delete about_pages_linkeddomain rdocs.com |
| 2017-09-10 |
delete alias William Blair Technology Company |
| 2017-09-10 |
delete career_pages_linkeddomain rdocs.com |
| 2017-09-10 |
delete contact_pages_linkeddomain rdocs.com |
| 2017-09-10 |
delete index_pages_linkeddomain rdocs.com |
| 2017-09-10 |
delete investor_pages_linkeddomain rdocs.com |
| 2017-09-10 |
delete management_pages_linkeddomain rdocs.com |
| 2017-09-10 |
delete service_pages_linkeddomain rdocs.com |
| 2017-09-10 |
insert about_pages_linkeddomain bluematrix.com |
| 2017-09-10 |
insert career_pages_linkeddomain bluematrix.com |
| 2017-09-10 |
insert contact_pages_linkeddomain bluematrix.com |
| 2017-09-10 |
insert index_pages_linkeddomain bluematrix.com |
| 2017-09-10 |
insert investor_pages_linkeddomain bluematrix.com |
| 2017-09-10 |
insert management_pages_linkeddomain bluematrix.com |
| 2017-09-10 |
insert person David Fording |
| 2017-09-10 |
insert person Ken McAtamney |
| 2017-09-10 |
insert person Patrick Quinn |
| 2017-09-10 |
insert person Rick Smirl |
| 2017-09-10 |
insert person Sharon Zackfia |
| 2017-09-10 |
insert person Stephanie Braming |
| 2017-09-10 |
insert service_pages_linkeddomain bluematrix.com |
| 2017-09-10 |
update person_title Art Simon: General Counsel => Executive Management & Administration; Member of the Private Wealth Management Team |
| 2017-09-10 |
update person_title Beth Satterfield: Managing Director Chicago => Managing Director Chicago; Investment Banking; Member of the Private Wealth Management Team |
| 2017-09-10 |
update person_title Brent Felitto: Managing Director, Head of Healthcare; Managing Director Healthcare Chicago Chicago => Managing Director, Head of Healthcare; Managing Director Healthcare Chicago Chicago; Investment Banking; Member of the Private Wealth Management Team |
| 2017-09-10 |
update person_title Brett Paschke: Managing Director Equity Capital Markets Chicago Chicago => Investment Banking; Managing Director Equity Capital Markets Chicago Chicago; Member of the Private Wealth Management Team |
| 2017-09-10 |
update person_title Dan Charles: Global Head of Business Development & Client Service Business Development Institutional Chicago => Global Head of Business Development & Client Service Business Development Institutional Chicago; Institutional Investment Management |
| 2017-09-10 |
update person_title John Ettelson: President & Chief Executive Officer Chicago Chicago; President; Chief Executive Officer => President & Chief Executive Officer Chicago Chicago; Executive Management & Administration; Member of the Private Wealth Management Team |
| 2017-09-10 |
update person_title John O'Toole: Equity Research => Equity Research; Research; Member of the Private Wealth Management Team |
| 2017-09-10 |
update person_title Jon Zindel: Chief Financial Officer and Executive Committee Member; Chief Financial Officer => Finance; Member of the Private Wealth Management Team |
| 2017-09-10 |
update person_title Michelle Seitz: Head of Investment Management; Member of William Blair 's Executive Committee; Asset Management => Asset Management |
| 2017-08-25 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 20/08/17, NO UPDATES |
| 2017-08-25 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR MICHELLE SEITZ |
| 2017-08-04 |
delete address 9901 I.H. 10 West
Suite 800
San Antonio, TX 78230 |
| 2017-08-04 |
delete email at..@williamblair.com |
| 2017-08-04 |
delete email dt..@williamblair.com |
| 2017-08-04 |
delete email jh..@williamblair.com |
| 2017-08-04 |
delete email rt..@williamblair.com |
| 2017-08-04 |
delete person Ajay Thomas |
| 2017-08-04 |
delete person David Abel |
| 2017-08-04 |
delete person David Tiffin |
| 2017-08-04 |
delete person David Tiggett |
| 2017-08-04 |
delete person Elizabeth Hennessy |
| 2017-08-04 |
delete person John Feery |
| 2017-08-04 |
delete person John Hall |
| 2017-08-04 |
delete person Mark Morehouse |
| 2017-08-04 |
delete person Peter Raphael |
| 2017-08-04 |
delete person Richard W. Thivierge |
| 2017-08-04 |
delete phone +1 512 813 7662 |
| 2017-08-04 |
delete phone +1 860 652 8336 |
| 2017-08-04 |
insert address The William Blair Building 150 North Riverside Plaza Chicago, IL 60606 |
| 2017-08-04 |
update person_title Alexander Matthes: Managing Director Frankfurt Chicago => Managing Director Frankfurt Frankfurt |
| 2017-08-04 |
update person_title Dirk Felsmann: Director Frankfurt Chicago => Director Frankfurt Frankfurt |
| 2017-08-04 |
update person_title John Andrew: Managing Director Chicago => Managing Director London |
| 2017-08-04 |
update person_title Philipp Mohr: Managing Director Frankfurt Chicago; Investment Banking => Investment Banking; Managing Director Frankfurt Frankfurt |
| 2017-08-04 |
update person_title Simon Baertl: Managing Director Frankfurt Chicago => Managing Director Frankfurt Frankfurt |
| 2017-07-27 |
update statutory_documents AUDITOR'S RESIGNATION |
| 2017-07-06 |
delete address 2000 Town Center
Suite 1900
Southfield, MI 48075 |
| 2017-07-06 |
delete address Av. Brigadeiro Faria Lima 3729
Room 511
São Paulo, SP
Brazil
04538-905 |
| 2017-07-06 |
delete email mm..@williamblair.com |
| 2017-07-06 |
delete fax +55 11 3443 6201 |
| 2017-07-06 |
delete person Derrick Roth |
| 2017-07-06 |
delete person Drew Thomas |
| 2017-07-06 |
delete person Laura Provenzale |
| 2017-07-06 |
delete person Lee Diamandakis |
| 2017-07-06 |
delete person Marcos Marcos |
| 2017-07-06 |
delete person Phil Reitz |
| 2017-07-06 |
delete phone +1 866 692 4299 |
| 2017-07-06 |
delete phone +55 11 3443 6201 |
| 2017-07-06 |
delete phone +55 11 3443 6472 |
| 2017-07-06 |
insert alias William Blair Technology Company |
| 2017-07-06 |
insert person Christina Bresani |
| 2017-07-06 |
insert person Corky Gardner |
| 2017-07-06 |
update person_title James Foege: Internal Sales Associate, Northeast Financial Intermediaries - Advisor Solutions Chicago => Senior Internal Sales Associate, Northeast Region Financial Intermediaries - Advisor Solutions Chicago |
| 2017-07-06 |
update person_title Thomas Ross: Head of European Institutional Distribution Non US Distribution Institutional Chicago; Asset Management => Head of EMEA Distribution Non US Distribution Institutional Chicago; Asset Management |
| 2017-05-21 |
delete address 20 South Third Street
Suite 200
Columbus, OH 43215 |
| 2017-05-21 |
delete associated_investor TA Associates |
| 2017-05-21 |
delete email ac..@williamblair.com |
| 2017-05-21 |
delete person Alisa Ciccone |
| 2017-05-21 |
delete person Chase Patzer |
| 2017-05-21 |
delete person Phil O'Brien |
| 2017-05-21 |
delete phone +1 312 364 8135 |
| 2017-05-21 |
insert person Gordon Strachan |
| 2017-05-21 |
insert person Jason Arnold |
| 2017-05-21 |
insert person Peter Gibson |
| 2017-05-21 |
insert person Shay Brokemond |
| 2017-05-21 |
update person_title Sarah Mercurio: Wealth Planner, CFP® => Wealth Counselor, CFP®; Wealth Planner, CFP® |
| 2017-03-21 |
insert vp Jill Arkwright Harvey |
| 2017-03-21 |
insert vp Linda Sutkin |
| 2017-03-21 |
insert vp Robert Kjellman |
| 2017-03-21 |
delete about_pages_linkeddomain williamblairdas.com |
| 2017-03-21 |
delete address 500 Delaware Avenue
7th Floor
Wilmington, DE 19801 |
| 2017-03-21 |
delete career_pages_linkeddomain williamblairdas.com |
| 2017-03-21 |
delete contact_pages_linkeddomain williamblairdas.com |
| 2017-03-21 |
delete fax +1 302 573 5168 |
| 2017-03-21 |
delete index_pages_linkeddomain williamblairdas.com |
| 2017-03-21 |
delete investor_pages_linkeddomain williamblairdas.com |
| 2017-03-21 |
delete management_pages_linkeddomain williamblairdas.com |
| 2017-03-21 |
delete person Bruce Radke |
| 2017-03-21 |
delete person Edward Dellin |
| 2017-03-21 |
delete person Kelly Allison |
| 2017-03-21 |
delete person Matt Thomas |
| 2017-03-21 |
delete person Scott Stacke |
| 2017-03-21 |
delete phone +1 302 573 5000 |
| 2017-03-21 |
delete phone +1 302 573 5168 |
| 2017-03-21 |
delete service_pages_linkeddomain williamblairdas.com |
| 2017-03-21 |
insert associated_investor Charlesbank Capital Partners |
| 2017-03-21 |
insert associated_investor Summit Partners |
| 2017-03-21 |
insert associated_investor TA Associates |
| 2017-03-21 |
insert person Aaron Van Osdol |
| 2017-03-21 |
insert person Boston Wealth |
| 2017-03-21 |
insert person Bryan Doherty |
| 2017-03-21 |
insert person Duke Dellin |
| 2017-03-21 |
insert person Eric Vazquez |
| 2017-03-21 |
insert person Jill Arkwright Harvey |
| 2017-03-21 |
insert person Justine Chiou |
| 2017-03-21 |
insert person Linda Sutkin |
| 2017-03-21 |
insert person Manuel Chavez |
| 2017-03-21 |
insert person Moritz Rottwinkel |
| 2017-03-21 |
insert person Richard Arkwright |
| 2017-03-21 |
insert person Travis Black |
| 2017-03-21 |
update person_description Barbara J. Cummings => Barbara Cummings |
| 2017-03-21 |
update person_title Bill Melka: Financial Advisor Private Client Advisors Chicago / Bill Melka Client Development Advisor Chicago / Ron Mitra Financial Advisor Chicago => Client Advisor; Financial Advisor Private Client Advisors Chicago / Bill Melka Client Advisor Chicago / Ron Mitra Financial Advisor Chicago; Client Advisor in William Blair 's Investment Counseling |
| 2017-03-21 |
update person_title Eileen Sebold: National Accounts Director, Financial Intermediaries National Accounts Institutional Chicago => National Accounts Director, Financial Intermediaries National Accounts Financial Intermediaries - Advisor Solutions Chicago |
| 2017-03-21 |
update person_title Gregory Pusinelli: Investment Counselor Private Investors Investment Counseling Chicago => Partner, Investment Counselor; Investment Counselor Private Investors Investment Counseling Chicago / Patrick Rule Client Advisor Chicago |
| 2017-03-21 |
update person_title Jason Lloyd: National Accounts Manager, Financial Intermediaries National Accounts Institutional Chicago => National Accounts Manager National Accounts Financial Intermediaries - Advisor Solutions Chicago |
| 2017-03-21 |
update person_title John Salvino: Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago => Partner, Financial Advisor, CFP®; Financial Advisor Private Client Advisors Chicago / Katie Savage Financial Advisor Chicago / Craig Savage Financial Advisor Chicago |
| 2017-03-21 |
update person_title Joseph McMullen: Financial Advisor Private Client Advisors Chicago / Bill Melka Client Development Advisor Chicago / Ron Mitra Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago / Bill Melka Client Advisor Chicago / Ron Mitra Financial Advisor Chicago |
| 2017-03-21 |
update person_title Laura Linger: Client Development Advisor Private Investors Investment Counseling Chicago => Client Advisor; Client Advisor Private Investors Investment Counseling Chicago |
| 2017-03-21 |
update person_title Laura-Min Proctor: Client Development Advisor Private Investors Chicago => Client Advisor Private Investors Chicago; Client Advisor |
| 2017-03-21 |
update person_title Lee Diamandakis: Consultant Relations and Business Development, Hedge Fund Strategies Business Development Institutional Chicago => Consultant Relations and Business Development, Endowments & Foundations Business Development Institutional Chicago |
| 2017-03-21 |
update person_title Madelyn Pavlic: Sales Associate Institutional Chicago => Consultant Relations and Business Development, Western Region Institutional Chicago |
| 2017-03-21 |
update person_title Patrick Rule: Financial Advisor Private Client Advisors Chicago / Patrick Rule Client Development Advisor Chicago => Client Advisor; Investment Counselor Private Investors Investment Counseling Chicago / Patrick Rule Client Advisor Chicago |
| 2017-03-21 |
update person_title Rob Metzger: Managing Director Financial ServicesTechnology Chicago Chicago => Senior Director Financial ServicesTechnology Chicago Chicago |
| 2017-03-21 |
update person_title Robert Kjellman: Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago => Vice President; Financial Advisor Private Client Advisors Chicago; Financial Advisor |
| 2017-03-21 |
update person_title Russ Campion: Client Development Advisor Private Investors Investment Counseling Chicago => Client Advisor; Client Advisor Private Investors Investment Counseling Chicago |
| 2017-03-21 |
update person_title Timothy Carroll: Managing Director Cross Border Chicago Chicago => Senior Director Cross Border Chicago Chicago |
| 2017-03-10 |
update statutory_documents DIRECTOR APPOINTED MR THOMAS ROSS |
| 2017-03-10 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR RICHARD SMIRL |
| 2017-02-03 |
delete managingdirector Andrew Jessen |
| 2017-02-03 |
delete managingdirector Andrew Miller |
| 2017-02-03 |
delete managingdirector Christopher Lane |
| 2017-02-03 |
delete otherexecutives Christopher Tota |
| 2017-02-03 |
delete email ab..@williamblair.com |
| 2017-02-03 |
delete email ch..@williamblair.com |
| 2017-02-03 |
delete email ct..@williamblair.com |
| 2017-02-03 |
delete person Andrew Brossart |
| 2017-02-03 |
delete person Cheryl Hines |
| 2017-02-03 |
delete person Christopher Tota |
| 2017-02-03 |
delete person James McKinney |
| 2017-02-03 |
delete person John Boryk |
| 2017-02-03 |
delete person John McLaughlin |
| 2017-02-03 |
delete phone +1 310 734 5801 |
| 2017-02-03 |
delete phone +1 415 248 5903 |
| 2017-02-03 |
delete phone +1 513 247 6132 |
| 2017-02-03 |
insert person Robert Duwa |
| 2017-02-03 |
update person_title Albert Lacher: Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2017-02-03 |
update person_title Alfred Salvino: Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2017-02-03 |
update person_title Andrew Jessen: Managing Director Chicago Chicago; Managing Director => Managing Director, Head of North American M & a; Managing Director Chicago Chicago |
| 2017-02-03 |
update person_title Andrew Miller: Managing Director Chicago Chicago; Managing Director => Managing Director Chicago Chicago; Managing Director, Services |
| 2017-02-03 |
update person_title Brent Felitto: Managing Director Healthcare Chicago Chicago; Managing Director, Head of North America => Managing Director, Head of Healthcare; Managing Director Healthcare Chicago Chicago |
| 2017-02-03 |
update person_title Brent Gledhill: Managing Director, Global Head of Investment Banking, Executive Committee, Commitment Committee; Managing Director Chicago, London Chicago => Managing Director, Global Head of Investment Banking; Managing Director Chicago, London Chicago |
| 2017-02-03 |
update person_title Brent Smith: Managing Director Chicago Chicago; Managing Director, Head of Consumer & Retail M & a => Managing Director Chicago Chicago; Managing Director, Consumer & Retail |
| 2017-02-03 |
update person_title Christopher Lane: Managing Director Chicago; Managing Director => Managing Director Chicago; Managing Director, Technology |
| 2017-02-03 |
update person_title Drew Duff: Financial Advisor Private Client Advisors Chicago => Financial Advisor Associate Private Client Advisors Chicago |
| 2017-02-03 |
update person_title John Salvino: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago |
| 2017-02-03 |
update person_title Lynn Brens: Intermediaries - Advisor Solutions Institutional Chicago => National Accounts Associate Financial Intermediaries - Advisor Solutions Chicago |
| 2017-02-03 |
update person_title Peter Dalrymple: Director Chicago => Managing Director Chicago |
| 2017-02-03 |
update person_title Robert Kjellman: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago |
| 2017-02-03 |
update person_title Steve Tole: Director Chicago => Managing Director Chicago |
| 2017-01-06 |
delete address 3060 Peachtree Road
Suite 900
Atlanta, GA 30305 |
| 2017-01-06 |
delete associated_investor IK Investment Partners |
| 2017-01-06 |
delete person Tiffany King |
| 2017-01-06 |
insert address 3060 Peachtree Road NW
Suite 900
Atlanta, GA 30305 |
| 2017-01-06 |
insert person Matthew Schmieder |
| 2017-01-06 |
insert person Tiffanie King |
| 2016-11-21 |
delete otherexecutives Andrew Miller |
| 2016-11-21 |
insert managingdirector Andrew Miller |
| 2016-11-21 |
delete address 3340 Peachtree Road NE
18th Floor
Atlanta, GA 30326 |
| 2016-11-21 |
delete phone +973 4401 9124 |
| 2016-11-21 |
insert address 11th Floor, China World Tower 1 1 Jianguomenwai Avenue, Chaoyang District Beijing 100004, People's Republic of China |
| 2016-11-21 |
insert address 3060 Peachtree Road
Suite 900
Atlanta, GA 30305 |
| 2016-11-21 |
insert associated_investor IK Investment Partners |
| 2016-11-21 |
insert email rw..@bdapartners.com |
| 2016-11-21 |
insert person High Ridge Brands |
| 2016-11-21 |
insert person Rica Wirianata |
| 2016-11-21 |
insert phone +65 6829 7101 |
| 2016-11-21 |
update person_title Andrew Miller: Director Chicago Chicago; Director => Managing Director Chicago Chicago; Managing Director |
| 2016-10-24 |
delete email ak..@williamblair.com |
| 2016-10-24 |
delete person Andrew Kaye |
| 2016-10-24 |
delete person Todd Cassidy |
| 2016-10-24 |
delete person Zachary Lazar |
| 2016-10-24 |
delete phone +86 21 2327 2233 |
| 2016-10-24 |
update person_title Alfred Salvino: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago |
| 2016-10-24 |
update person_title John Salvino: Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2016-09-26 |
delete person Dan Shedivy |
| 2016-09-26 |
delete person Greg Burns |
| 2016-09-26 |
delete person Perry Mangione |
| 2016-09-26 |
insert career_pages_linkeddomain avature.net |
| 2016-09-26 |
insert person Rob Metzger |
| 2016-09-26 |
update person_title Albert Lacher: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago |
| 2016-09-26 |
update person_title John Salvino: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago |
| 2016-09-26 |
update person_title Robert Kjellman: Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2016-09-26 |
update person_title Thomas Salvino: Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2016-08-28 |
insert otherexecutives Spencer Crawford |
| 2016-08-28 |
delete address 2000 Town Center
Suite 1900
Southfield, Michigan 48075 |
| 2016-08-28 |
delete address 343 Sansome Street
12th Floor
San Francisco, California 94104 |
| 2016-08-28 |
delete address 500 Delaware Avenue
Suite 720
Wilmington, DE 19801 |
| 2016-08-28 |
delete address Level 26, 1 Bligh Street Building One, Corporate Ave. Sydney, NSW 2000, Australia |
| 2016-08-28 |
delete address River Place 6500 River Place Blvd, Building 7, Suite 250 Offices 205 and 206 Austin, TX 78730 |
| 2016-08-28 |
delete person Daniel Laszlo |
| 2016-08-28 |
insert address 20 South Third Street
Suite 200
Columbus, OH 43215 |
| 2016-08-28 |
insert address 500 Delaware Avenue 7th floor Wilmington, DE 19801 |
| 2016-08-28 |
insert address Level 26, 1 Bligh Street Sydney, NSW 2000, Australia |
| 2016-08-28 |
insert address River Place 6500 River Place Blvd, Building 7, Suite 250 Austin, TX 78730 |
| 2016-08-28 |
insert address Taunustor 1
60310 Frankfurt
Germany |
| 2016-08-28 |
insert person Heather Mosbacher Reiner |
| 2016-08-28 |
insert person Jeff Zolkin |
| 2016-08-28 |
insert person Jonathan Lee |
| 2016-08-28 |
insert person Lindsay Carlson |
| 2016-08-28 |
insert person Lynn Brens |
| 2016-08-28 |
insert person Oliver Parker |
| 2016-08-28 |
insert person Rainer Hepberger |
| 2016-08-28 |
insert person Spencer Crawford |
| 2016-08-28 |
insert person Walter Prest |
| 2016-08-28 |
insert phone +1 800 742 7272 |
| 2016-08-28 |
update person_title Andrew Kaye: Managing Director Cross Border Shanghai Chicago => null |
| 2016-08-28 |
update person_title Ro Bhandari: Director Chicago Chicago => Managing Director Chicago Chicago |
| 2016-08-23 |
update statutory_documents DIRECTOR APPOINTED MR BRENT WALKER GLEDHILL |
| 2016-08-22 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 20/08/16, WITH UPDATES |
| 2016-08-07 |
update accounts_last_madeup_date 2014-12-31 => 2015-12-31 |
| 2016-08-07 |
update accounts_next_due_date 2016-09-30 => 2017-09-30 |
| 2016-07-31 |
delete associated_investor Apax Partners |
| 2016-07-31 |
delete person John Hering |
| 2016-07-31 |
delete phone 800-289-9999 |
| 2016-07-31 |
insert person Raymond Bertrand |
| 2016-07-31 |
update person_title Albert Lacher: Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2016-07-31 |
update person_title John Salvino: Financial Advisor Private Client Advisors Chicago / Katie Savage Financial Advisor Chicago / Craig Savage Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2016-07-31 |
update person_title Robert Kjellman: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago |
| 2016-07-31 |
update person_title Thomas Salvino: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Craig Savage Financial Advisor Chicago / Katie Savage Financial Advisor Chicago |
| 2016-07-29 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/15 |
| 2016-07-03 |
delete address 5 Corporate Avenue
150 Hubin Road
Huangpu District
Shanghai 200021
China |
| 2016-07-03 |
delete associated_investor Sterling Partners |
| 2016-07-03 |
delete email gh..@williamblair.com |
| 2016-07-03 |
delete email tw..@williamblair.com |
| 2016-07-03 |
delete person Alan Lazzara |
| 2016-07-03 |
delete person Gigi Henderson |
| 2016-07-03 |
delete person Holly Fulp |
| 2016-07-03 |
delete person Mike Trimberger |
| 2016-07-03 |
delete person Robert Thivierge |
| 2016-07-03 |
delete phone +86 21 2327 2222 |
| 2016-07-03 |
delete phone +86 21 8013 5082 |
| 2016-07-03 |
insert email tk..@williamblair.com |
| 2016-07-03 |
insert person Andrew Hendrie |
| 2016-07-03 |
insert person Christian Waite |
| 2016-07-03 |
insert person Christopher Tamis |
| 2016-07-03 |
insert person Kevin Andersen |
| 2016-07-03 |
insert person Tiffany King |
| 2016-07-03 |
update person_title Andy Thompson: Vice President, Financial Advisor Chicago => Investment Counselor Private Investors Investment Counseling Chicago / Andy Thompson Financial Advisor Chicago / Kim Tyson Chenevey Financial Advisor Chicago |
| 2016-07-03 |
update person_title Craig Savage: Vice President; Financial Advisor; Vice President, Financial Advisor Chicago / Katie Savage Financial Advisor Chicago => Vice President; Financial Advisor; Financial Advisor Private Client Advisors Chicago / Katie Savage Financial Advisor Chicago / Craig Savage Financial Advisor Chicago |
| 2016-07-03 |
update person_title Heather Gardner: National Accounts Director, Financial Institutions National Accounts Institutional Chicago => Business Development, Financial Institutions National Accounts Institutional Chicago |
| 2016-07-03 |
update person_title Joel Dobbs: Vice President, Financial Advisor Chicago => Financial Advisor Chicago |
| 2016-07-03 |
update person_title John Salvino: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Katie Savage Financial Advisor Chicago / Craig Savage Financial Advisor Chicago |
| 2016-07-03 |
update person_title Kim Tyson Chenevey: Vice President, Financial Advisor Chicago => Investment Counselor Private Investors Investment Counseling Chicago / Andy Thompson Financial Advisor Chicago / Kim Tyson Chenevey Financial Advisor Chicago |
| 2016-07-03 |
update person_title Raymond Teborek: Investment Counselor Private Investors Investment Counseling Chicago => Investment Counselor Private Investors Investment Counseling Chicago / Andy Thompson Financial Advisor Chicago / Kim Tyson Chenevey Financial Advisor Chicago |
| 2016-07-03 |
update person_title Ryan DeVore: Director and Head of Private Client Advisers Private Client Advisors Chicago => Head of Private Client Advisers Private Client Advisors Chicago |
| 2016-04-30 |
delete email bk..@williamblair.com |
| 2016-04-30 |
delete email kg..@williamblair.com |
| 2016-04-30 |
delete person Brodie Killian |
| 2016-04-30 |
delete person John Diefenbach |
| 2016-04-30 |
delete person Kenneth Gillespie |
| 2016-04-30 |
delete person Mark Birkett |
| 2016-04-30 |
delete person Phillip Olson |
| 2016-04-30 |
delete phone +1 310 734 5805 |
| 2016-04-30 |
insert address 4/17 Castlereagh St. Sydney NSW 2000, Australia |
| 2016-04-30 |
insert email ma..@allier.com.au |
| 2016-04-30 |
insert email ms..@williamblair.com |
| 2016-04-30 |
insert person Matthew Stubbs |
| 2016-04-30 |
insert person Patrick Rule |
| 2016-04-30 |
insert phone +1 312 364 5393 |
| 2016-04-30 |
insert phone +61 2 8014 6040 |
| 2016-04-30 |
insert phone +61 2 8014 6041 |
| 2016-04-30 |
update person_title Albert Lacher: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago |
| 2016-04-30 |
update person_title Bruce Radke: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Patrick Rule Client Development Advisor Chicago |
| 2016-04-30 |
update person_title Robert Kjellman: Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2016-04-02 |
insert otherexecutives Patrick Nally |
| 2016-04-02 |
delete person John Zielinski |
| 2016-04-02 |
insert person Patrick Nally |
| 2016-04-02 |
update person_title Simon Baertl: Director Frankfurt Chicago => Managing Director Frankfurt Chicago |
| 2016-02-13 |
delete address 300 E. Business Way
Suite 200
Cincinnati, OH 45241 |
| 2016-02-13 |
delete address PNC Plaza
20 S. Third Street
Suite 210
Columbus, OH 43215 |
| 2016-02-13 |
delete person John Abunassar |
| 2016-02-13 |
delete person John Manley |
| 2016-02-13 |
delete person John Peterson |
| 2016-02-13 |
delete person Kristan Rowland |
| 2016-02-13 |
insert address 20 South Third Street Suite 210 Columbus, OH 43215 |
| 2016-02-13 |
insert address 300 East Business Way Suite 200 Cincinnati, OH 45241 |
| 2016-02-13 |
insert email ab..@williamblair.com |
| 2016-02-13 |
insert email dt..@williamblair.com |
| 2016-02-13 |
insert person Andrew Brossart |
| 2016-02-13 |
insert person David Tiggett |
| 2016-02-13 |
insert person Jackie Moss |
| 2016-02-13 |
insert person Laura-Min Proctor |
| 2016-02-13 |
insert person Marty Meenaghan |
| 2016-02-13 |
insert person Steve Radis |
| 2016-02-13 |
insert phone +1 513 247 6132 |
| 2016-02-13 |
insert phone +1 513 247 6134 |
| 2016-02-13 |
insert phone +1 614 324 3222 |
| 2016-02-13 |
insert phone +1 855 821 9144 |
| 2016-02-13 |
update person_title Albert Lacher: Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2016-02-13 |
update person_title Austin Rogers: Advisor; Internal Sales Associate Institutional Chicago; Internal Sales Associate => Advisor; Internal Sales Associate Financial Intermediaries - Advisor Solutions Chicago; Internal Sales Associate |
| 2016-02-13 |
update person_title Robert Kjellman: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago |
| 2016-01-15 |
insert vp Craig Savage |
| 2016-01-15 |
delete email cm..@bdallc.com |
| 2016-01-15 |
delete email ja..@bdallc.com |
| 2016-01-15 |
delete email ja..@bdallc.com |
| 2016-01-15 |
delete email jw..@bdallc.com |
| 2016-01-15 |
delete email mw..@bdallc.com |
| 2016-01-15 |
delete email pd..@bdallc.com |
| 2016-01-15 |
delete person Craig Snyder |
| 2016-01-15 |
delete person Jeff Coburn |
| 2016-01-15 |
delete person John Lane |
| 2016-01-15 |
delete person Jorge Lopez-Quintana |
| 2016-01-15 |
delete person Richard Kiphart |
| 2016-01-15 |
delete person Rob Metzger |
| 2016-01-15 |
delete phone +973 1758 1336 |
| 2016-01-15 |
insert address 10100 Santa Monica Boulevard
Suite 300
Los Angeles, CA 90067 |
| 2016-01-15 |
insert address 2000 Town Center
Suite 1900
Southfield, Michigan 48075 |
| 2016-01-15 |
insert address 300 E. Business Way
Suite 200
Cincinnati, OH 45241 |
| 2016-01-15 |
insert address 3340 Peachtree Road NE
18th Floor
Atlanta, GA 30326 |
| 2016-01-15 |
insert address 343 Sansome Street
12th Floor
San Francisco, California 94104 |
| 2016-01-15 |
insert address 9901 I.H. 10 West, Suite 800
San Antonio, TX 78230 |
| 2016-01-15 |
insert address Financial Centre P.O. Box 113355 Dubai, UAE |
| 2016-01-15 |
insert address PNC Plaza
20 S. Third Street
Suite 210
Columbus, OH 43215 |
| 2016-01-15 |
insert email cm..@bdapartners.com |
| 2016-01-15 |
insert email ja..@bdapartners.com |
| 2016-01-15 |
insert email ja..@bdapartners.com |
| 2016-01-15 |
insert email jw..@bdapartners.com |
| 2016-01-15 |
insert email mw..@bdapartners.com |
| 2016-01-15 |
insert email pd..@bdapartners.com |
| 2016-01-15 |
insert person Andy Thompson |
| 2016-01-15 |
insert person Ben Heidari |
| 2016-01-15 |
insert person Chase Patzer |
| 2016-01-15 |
insert person Craig Savage |
| 2016-01-15 |
insert person Doug Blauw North |
| 2016-01-15 |
insert person Joel Dobbs |
| 2016-01-15 |
insert person Kim Tyson Chenevey |
| 2016-01-15 |
insert person Lindsey Holton |
| 2016-01-15 |
insert person Louie Fetch |
| 2016-01-15 |
insert person Michael Collinson |
| 2016-01-15 |
insert person Sean Gardner |
| 2016-01-15 |
insert person Tim Gleason |
| 2016-01-15 |
insert person Zachary Lazar |
| 2016-01-15 |
insert phone +1 860 652 8336 |
| 2016-01-15 |
insert phone +971 4 4019124 |
| 2016-01-15 |
insert phone +973 4401 9124 |
| 2016-01-15 |
update person_title John Cimaroli: Investment Counselor Chicago / Jeff Coburn Financial Advisor Chicago / Tony Cogan Financial Advisor Chicago => Investment Counselor Chicago / Tony Cogan Financial Advisor Chicago |
| 2016-01-15 |
update person_title John Salvino: Financial Advisor Private Client Advisors Chicago / Katie Savage Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2015-11-05 |
delete associated_investor TA Associates |
| 2015-11-05 |
delete person Bob Durkin Boston |
| 2015-11-05 |
insert about_pages_linkeddomain sec.gov |
| 2015-11-05 |
insert about_pages_linkeddomain tagaudit.com |
| 2015-11-05 |
insert career_pages_linkeddomain sec.gov |
| 2015-11-05 |
insert career_pages_linkeddomain tagaudit.com |
| 2015-11-05 |
insert contact_pages_linkeddomain sec.gov |
| 2015-11-05 |
insert contact_pages_linkeddomain tagaudit.com |
| 2015-11-05 |
insert index_pages_linkeddomain sec.gov |
| 2015-11-05 |
insert index_pages_linkeddomain tagaudit.com |
| 2015-11-05 |
insert investor_pages_linkeddomain sec.gov |
| 2015-11-05 |
insert investor_pages_linkeddomain tagaudit.com |
| 2015-11-05 |
insert management_pages_linkeddomain sec.gov |
| 2015-11-05 |
insert management_pages_linkeddomain tagaudit.com |
| 2015-11-05 |
insert person Ellen-Blair Chube |
| 2015-11-05 |
insert person Larry Gilbert |
| 2015-11-05 |
insert service_pages_linkeddomain sec.gov |
| 2015-11-05 |
insert service_pages_linkeddomain tagaudit.com |
| 2015-11-05 |
update person_title Albert Lacher: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago |
| 2015-11-05 |
update person_title Alfred Salvino: Financial Advisor Private Client Advisors Chicago / Katie Savage Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2015-11-05 |
update person_title John Salvino: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Katie Savage Financial Advisor Chicago |
| 2015-11-05 |
update person_title Michael Gentile: Financial Advisor Private Client Advisors Chicago => Financial Advisor Private Client Advisors Chicago / Larry Gilbert Financial Advisor Chicago |
| 2015-11-05 |
update person_title Robert Kjellman: Financial Advisor Private Client Advisors Chicago / Marc Lacher Financial Advisor Chicago => Financial Advisor Private Client Advisors Chicago |
| 2015-10-08 |
delete source_ip 72.32.36.110 |
| 2015-10-08 |
insert source_ip 72.32.36.104 |
| 2015-09-10 |
delete otherexecutives Aleks Granchalek |
| 2015-09-10 |
delete person Aleks Granchalek |
| 2015-09-10 |
insert person Dan Hannis |
| 2015-09-10 |
insert person John Feery |
| 2015-09-10 |
insert person Michael Stuart |
| 2015-09-10 |
update person_title Alex Schneider: Consultant Relations and Business Development, Taft - Hartley; Consultant Relations and Business Development, Taft - Hartley U.S. Business Development and Consultant Relations => Consultant Relations and Business Development, Taft - Hartley; Consultant Relations and Business Development, Taft - Hartley Institutional |
| 2015-09-10 |
update person_title Alfred Salvino: Financial Advisor Private Client Advisors => Financial Advisor Private Client Advisors / Katie Savage Financial Advisor |
| 2015-09-10 |
update person_title Allison DeCrane: Accounts Associate => National Accounts Associate Institutional |
| 2015-09-10 |
update person_title Austin Rogers: Associate for the NYC Metro & Mid - Atlantic Region; Internal Sales Associate New York City Metro and Mid - Atlantic Regions; Internal Sales Associate => Associate for the NYC Metro & Mid - Atlantic Region; Internal Sales Associate Institutional; Internal Sales Associate |
| 2015-09-10 |
update person_title Dino Nikolopoulos: Sales Associate U.S. Business Development and Consultant Relations => Sales Associate Institutional |
| 2015-09-10 |
update person_title Donald T. Courtright: Consultant Relations and Business Development, Taft - Hartley U.S. Business Development and Consultant Relations => Consultant Relations and Business Development, Taft - Hartley Institutional |
| 2015-09-10 |
update person_title Douglas Kryscio: Senior Client Relationship Manager Client Service U.S. Client Service => Senior Client Relationship Manager Client Service Institutional |
| 2015-09-10 |
update person_title Ed Dunphy: Financial Advisor Private Client Advisors / William Kasten Financial Advisor / Jeff Coburn Financial Advisor => Financial Advisor Private Client Advisors |
| 2015-09-10 |
update person_title Ed Finn: Consultant Relations and Business Development, Eastern Region and Canada Business Development U.S. Business Development and Consultant Relations => Consultant Relations and Business Development, Eastern Region and Canada Business Development Institutional |
| 2015-09-10 |
update person_title Eileen Sebold: National Accounts Director, Financial Intermediaries National Accounts National Accounts => National Accounts Director, Financial Intermediaries National Accounts Institutional |
| 2015-09-10 |
update person_title Heather Gardner: National Accounts Director, Financial Institutions National Accounts National Accounts => National Accounts Director, Financial Institutions National Accounts Institutional |
| 2015-09-10 |
update person_title James White: Consultant Relations and Business Development, Midwest and Southeast Regions Business Development U.S. Business Development and Consultant Relations => Consultant Relations and Business Development, Midwest and Southeast Regions Business Development Institutional |
| 2015-09-10 |
update person_title Jason Lloyd: National Accounts Manager, Financial Intermediaries National Accounts National Accounts => National Accounts Manager, Financial Intermediaries National Accounts Institutional |
| 2015-09-10 |
update person_title John Abunassar: Head of U.S. Business Development and Consultant Relations U.S. Business Development and Consultant Relations => Head of U.S. Business Development and Consultant Relations Institutional |
| 2015-09-10 |
update person_title John Cimaroli: Investment Counselor / Katie Savage Financial Advisor / Ron Mitra Financial Advisor => Investment Counselor / Jeff Coburn Financial Advisor / Tony Cogan Financial Advisor |
| 2015-09-10 |
update person_title John Manley: Senior Client Relationship Manager U.S. Client Service => Senior Client Relationship Manager Institutional |
| 2015-09-10 |
update person_title John McLaughlin: Head of Institutional Client Services Client Service U.S. Client Service => Head of Institutional Client Services Client Service Institutional |
| 2015-09-10 |
update person_title Joseph McMullen: Financial Advisor Private Client Advisors => Financial Advisor Private Client Advisors / Bill Melka Client Development Advisor / Ron Mitra Financial Advisor |
| 2015-09-10 |
update person_title Kelly Allison: Sales Associate U.S. Business Development and Consultant Relations => Sales Associate Institutional |
| 2015-09-10 |
update person_title Kevin Fetzer: Consultant Relations and Business Development, Midwest and Southeast Regions Business Development U.S. Business Development and Consultant Relations => Consultant Relations and Business Development, Midwest and Southeast Regions Business Development Institutional |
| 2015-09-10 |
update person_title Lee Diamandakis: Consultant Relations and Business Development, Hedge Fund Strategies Business Development U.S. Business Development and Consultant Relations => Consultant Relations and Business Development, Hedge Fund Strategies Business Development Institutional |
| 2015-09-10 |
update person_title Madelyn Pavlic: Sales Associate U.S. Business Development and Consultant Relations => Sales Associate Institutional |
| 2015-09-10 |
update person_title Marc Lacher: Financial Advisor / Tony Cogan Financial Advisor => Financial Advisor Private Client Advisors / Marc Lacher Financial Advisor |
| 2015-09-10 |
update person_title Robert Kjellman: Financial Advisor Private Client Advisors => Financial Advisor Private Client Advisors / Marc Lacher Financial Advisor |
| 2015-09-10 |
update person_title Stephen Weeks: Senior Client Relationship Manager U.S Client Service => Senior Client Relationship Manager Institutional |
| 2015-09-10 |
update person_title Steven Jesanis: Financial Advisor Private Client Advisors => Financial Advisor Private Client Advisors / William Kasten Financial Advisor |
| 2015-09-10 |
update person_title Tom Ross: Head of European Institutional Distribution Non US Distribution Europe Business Development; Asset Management => Head of European Institutional Distribution Non US Distribution Institutional; Asset Management |
| 2015-09-10 |
update person_title Wally Fikri: Consultant Relations and Business Development, Western Region Business Development U.S. Business Development and Consultant Relations => Consultant Relations and Business Development, Western Region Business Development Institutional |
| 2015-09-09 |
update returns_last_madeup_date 2014-08-20 => 2015-08-20 |
| 2015-09-09 |
update returns_next_due_date 2015-09-17 => 2016-09-17 |
| 2015-08-20 |
update statutory_documents 20/08/15 FULL LIST |
| 2015-08-13 |
insert managingdirector Beth Satterfield |
| 2015-08-13 |
insert otherexecutives Corey Ryan |
| 2015-08-13 |
delete person Katherine Savage |
| 2015-08-13 |
insert person Beth Satterfield |
| 2015-08-13 |
insert person Corey Ryan |
| 2015-08-13 |
insert person David Abel |
| 2015-08-13 |
insert person Donald T. Courtright |
| 2015-08-13 |
insert person Edgar Jannotta |
| 2015-08-13 |
insert person JP Young |
| 2015-08-13 |
insert person James McKinney |
| 2015-08-13 |
insert person John Kibler |
| 2015-08-13 |
insert person John Peterson |
| 2015-08-13 |
insert person Katan DSouza |
| 2015-08-13 |
insert person Katie Savage |
| 2015-08-13 |
insert person Per Stahl |
| 2015-08-13 |
insert person Rob Metzger |
| 2015-08-13 |
insert person Robert Thivierge |
| 2015-08-13 |
insert person Sarah Diorio |
| 2015-08-13 |
update person_title Amberlyn Rhodes: Regional Director => Regional Director; Regional Director, Southeast Region Broker - Dealers Financial Intermediaries - Advisor Solutions |
| 2015-08-13 |
update person_title Anthony Hoban: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Anu Sharma: Investment Banking => Investment Banking; Managing Director Financial Sponsor Coverage San Francisco |
| 2015-08-13 |
update person_title Benjamin Curtis West: West Regional Sales Manager / San Francisco; Partner, West Regional Sales Manager; Institutional Sales & Trading => Partner, West Regional Sales Manager; Institutional Sales & Trading; Regional Sales Manager San Francisco San Francisco |
| 2015-08-13 |
update person_title Brad Bissell Boston: Institutional Sales & Trading; Partner, Boston Regional Sales Manager; Partner; Boston Regional Sales Manager / Boston => Institutional Sales & Trading; Regional Sales Manager Boston Boston; Partner, Boston Regional Sales Manager; Partner |
| 2015-08-13 |
update person_title Brandon Lower: null => Managing Director Financial Sponsor Coverage New York |
| 2015-08-13 |
update person_title Ed Dunphy: Financial Advisor; Private Client Advisor => Financial Advisor Private Client Advisors / William Kasten Financial Advisor / Jeff Coburn Financial Advisor |
| 2015-08-13 |
update person_title Ed Finn: Partner; Consultant Relations and Business Development in Canada and the Northeast Region of the U.S. He => Consultant Relations and Business Development, Eastern Region and Canada Business Development U.S. Business Development and Consultant Relations |
| 2015-08-13 |
update person_title Eileen Sebold: Director of National Accounts; National Accounts Director => National Accounts Director, Financial Intermediaries National Accounts National Accounts |
| 2015-08-13 |
update person_title Frank Trager: Advisor Solutions Group Internal Sales Associate => Internal Sales Associate, Midwest Financial Intermediaries - Advisor Solutions |
| 2015-08-13 |
update person_title Fred Fischer: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Gregory Pusinelli: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title John Brennan: Private Client Advisor; Head of Investment Counseling / Investment => Head of Investment Counseling Private Investors Investment Counseling |
| 2015-08-13 |
update person_title John Cimaroli: Investment Counselor; Private Client Advisor => Investment Counselor / Katie Savage Financial Advisor / Ron Mitra Financial Advisor |
| 2015-08-13 |
update person_title John Cultra: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title John Moore: Institutional Sales & Trading; Head of Institutional Equities, Sales, Trading and Research / Chicago; Head of Institutional Equities, Sales, Trading and Research => Head of Institutional Equities, Sales, Trading and Research Chicago Chicago; Institutional Sales & Trading; Head of Institutional Equities, Sales, Trading and Research |
| 2015-08-13 |
update person_title Laura Linger: Client Development Advisor / Investment; Private Client Advisor => Client Development Advisor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Liam Healy: New York Regional Sales Manager / New York; Sales & Trading => New York Regional Sales Manager New York New York; Sales & Trading |
| 2015-08-13 |
update person_title Marc Lacher: Financial Advisor; Private Client Advisor => Financial Advisor / Tony Cogan Financial Advisor |
| 2015-08-13 |
update person_title Mark Fuller III: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Mark McKinley: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Matthew Gooch: Investment Banking => Managing Director Cross Border London; Investment Banking |
| 2015-08-13 |
update person_title Michael Wertz: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Neal Seltzer: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Perry Mangione: Client Development Advisor / Investment; Private Client Advisor => Client Development Advisor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Ralph Mastrangelo: Institutional Sales & Trading; London Office Equity Sales Manager / London => Institutional Sales & Trading; London Office Equity Sales Manager London London |
| 2015-08-13 |
update person_title Raymond Teborek: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Richard Gottfred: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Russ Campion: Client Development Advisor / Investment; Private Client Advisor => Client Development Advisor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Thomas E. Lanctot: Managing Director, Head of Debt Capital Markets / Chicago => Managing Director, Head of Debt Capital Markets Public - Private PartnershipsGovernmental IssuersNot - for - Profits Chicago; Public Finance; Managing Director Public - Private PartnershipsGovernmental IssuersNot - for - Profits Chicago |
| 2015-08-13 |
update person_title Thomas Pruitt: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title Tom Ross: Asset Management => Head of European Institutional Distribution Non US Distribution Europe Business Development; Asset Management |
| 2015-08-13 |
update person_title Tom Wilson: Investment Counselor / Investment; Private Client Advisor => Investment Counselor Private Investors Investment Counseling |
| 2015-08-13 |
update person_title William Waller: Investment Counselor => Investment Counselor Private Investors Investment Counseling |
| 2015-07-14 |
delete address 40 Bruton Street
London
W1J 6QZ |
| 2015-07-14 |
delete email pg..@williamblair.com |
| 2015-07-14 |
delete person Phil Gutman |
| 2015-07-14 |
delete phone +1 312 364 8566 |
| 2015-07-14 |
insert alias William Blair International, Ltd |
| 2015-06-16 |
delete person Anastasia Neitzel |
| 2015-06-16 |
insert person Alex Schneider |
| 2015-06-16 |
insert person Austin Rogers |
| 2015-06-16 |
insert phone +1 312 364 5408 |
| 2015-06-16 |
update person_description Frank Bass => Frank Bass |
| 2015-06-16 |
update person_description Frank Trager => Frank Trager |
| 2015-06-16 |
update person_title Amberlyn Rhodes: Regional Director; Regional Director of the Southeast Region for William Blair Advisor Solutions => Regional Director |
| 2015-06-16 |
update person_title Frank Bass: Regional Director; Regional Director of the West Region for William Blair Advisor Solutions => Regional Director |
| 2015-06-16 |
update person_title Frank Trager: Internal Sales Associate => Advisor Solutions Group Internal Sales Associate |
| 2015-06-16 |
update person_title Ryan DeVore: Private Client Advisor; Head of Private Client Advisers => Director and Head of Private Client Advisers; Private Client Advisor |
| 2015-05-18 |
insert person Barbara J. Cummings |
| 2015-05-18 |
insert person Carl J. (C.J.) Young |
| 2015-05-18 |
insert person Robert H. Kjellman |
| 2015-05-08 |
update account_category FULL => GROUP |
| 2015-05-08 |
update accounts_last_madeup_date 2013-12-31 => 2014-12-31 |
| 2015-05-08 |
update accounts_next_due_date 2015-09-30 => 2016-09-30 |
| 2015-04-30 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/14 |
| 2015-03-23 |
insert address 5 Corporate Avenue 150 Hubin Road Huangpu District Shanghai 200021, China |
| 2015-03-23 |
insert address Talstrasse 65 CH-8001 Zurich, Switzerland |
| 2015-03-23 |
insert address The Broadgate Tower 20 Primrose Street, 17th Floor London EC2A 2EW, United Kingdom |
| 2015-03-23 |
insert email hl..@bdapartners.com |
| 2015-03-23 |
insert person Howard Lee |
| 2015-02-20 |
delete otherexecutives Jeanne Enright |
| 2015-02-20 |
insert otherexecutives Drew Thomas |
| 2015-02-20 |
delete person Brian J. Zalewski |
| 2015-02-20 |
delete person Jeanne Enright |
| 2015-02-20 |
insert person Drew Thomas |
| 2015-02-20 |
update person_description Panelist Ryan DeVore => Ryan DeVore |
| 2015-02-20 |
update person_title Ryan DeVore: Director of William Blair 's Private Client Advisors; Private Client Advisor; Head of Private Client Advisers => Private Client Advisor; Head of Private Client Advisers |
| 2015-01-23 |
delete person Joseph G. Brady |
| 2015-01-23 |
delete person Samuel C. Gross |
| 2015-01-23 |
delete person Willie Zantzinger |
| 2015-01-23 |
insert person Brian J. Zalewski |
| 2015-01-23 |
update person_title Daniel Charles: Global Head of Business Development & Client Service; Partner => Global Head of Business Development & Client Service; Global Head of Distribution for William Blair Investment Management |
| 2015-01-23 |
update person_title Richard Kiphart: Private Client Advisor; Head of Private Client Advisors => Senior Advisor for Private Client Advisors; Senior Advisor; Private Client Advisor |
| 2014-12-17 |
insert person Bill Melka |
| 2014-11-10 |
delete phone +1 512 636 8007 |
| 2014-11-10 |
insert person Craig Snyder |
| 2014-11-10 |
insert person Izabela Hallett |
| 2014-10-13 |
delete alias William Blair Advises Gallus Biopharmaceuticals, LLC |
| 2014-10-13 |
delete associated_investor Investcorp |
| 2014-10-13 |
delete email sf..@williamblair.com |
| 2014-10-13 |
delete person Simon Fennell |
| 2014-10-13 |
delete phone +44 20 7297 4702 |
| 2014-10-13 |
insert address 2000 Town Center Suite 1900 Southfield MI 48075 |
| 2014-10-13 |
insert address River Place 6500 River Place Blvd, Building 7, Suite 250 Offices 205 and 206 Austin, TX 78730 |
| 2014-10-13 |
insert email at..@williamblair.com |
| 2014-10-13 |
insert email bk..@williamblair.com |
| 2014-10-13 |
insert email jh..@williamblair.com |
| 2014-10-13 |
insert person Ajay Thomas |
| 2014-10-13 |
insert person Brodie Killian |
| 2014-10-13 |
insert person John Hall |
| 2014-10-13 |
insert person Katherine Savage |
| 2014-10-13 |
insert person Ron T. Mitra |
| 2014-10-13 |
insert phone +1 210 558 2849 |
| 2014-10-13 |
insert phone +1 512 636 8007 |
| 2014-10-13 |
insert phone +1 866 692 4299 |
| 2014-10-13 |
update person_description Jon Zindel => Jon Zindel |
| 2014-10-07 |
delete address 17TH FLOOR THE BROADGATE TOWER 20 PRIMROSE STREET LONDON UNITED KINGDOM EC2A 2EW |
| 2014-10-07 |
insert address 17TH FLOOR THE BROADGATE TOWER 20 PRIMROSE STREET LONDON EC2A 2EW |
| 2014-10-07 |
update registered_address |
| 2014-10-07 |
update returns_last_madeup_date 2013-08-20 => 2014-08-20 |
| 2014-10-07 |
update returns_next_due_date 2014-09-17 => 2015-09-17 |
| 2014-09-03 |
delete address 40 Bruton Street, 3rd Floor London, W1J 6QZ |
| 2014-09-03 |
delete phone +44 20 7297 4700 |
| 2014-09-03 |
insert alias William Blair Advises Gallus Biopharmaceuticals, LLC |
| 2014-09-03 |
insert associated_investor Investcorp |
| 2014-09-02 |
update statutory_documents 20/08/14 FULL LIST |
| 2014-07-10 |
insert otherexecutives Frank Bass |
| 2014-07-10 |
insert email tw..@williamblair.com |
| 2014-07-10 |
insert person Frank Bass |
| 2014-07-10 |
insert person John Cimaroli |
| 2014-07-10 |
insert phone +86 21 8013 5082 |
| 2014-05-28 |
delete phone +1 415 248 5909 |
| 2014-05-28 |
insert phone +1 310 734 5805 |
| 2014-04-21 |
insert otherexecutives Chris Tota |
| 2014-04-21 |
insert address Santa Monica Blvd Suite 300 Los Angeles |
| 2014-04-21 |
insert email ct..@williamblair.com |
| 2014-04-21 |
insert email kg..@williamblair.com |
| 2014-04-21 |
insert person Chris Tota |
| 2014-04-21 |
insert phone +1 310 734 5800 |
| 2014-04-21 |
insert phone +1 310 734 5801 |
| 2014-04-21 |
insert phone +1 310 772 2231 |
| 2014-04-21 |
insert phone +1 415 248 5909 |
| 2014-04-07 |
update accounts_last_madeup_date 2012-12-31 => 2013-12-31 |
| 2014-04-07 |
update accounts_next_due_date 2014-09-30 => 2015-09-30 |
| 2014-03-22 |
insert about_pages_linkeddomain finra.org |
| 2014-03-22 |
insert career_pages_linkeddomain finra.org |
| 2014-03-22 |
insert contact_pages_linkeddomain finra.org |
| 2014-03-22 |
insert index_pages_linkeddomain finra.org |
| 2014-03-22 |
insert investor_pages_linkeddomain finra.org |
| 2014-03-22 |
insert management_pages_linkeddomain finra.org |
| 2014-03-22 |
insert person Jeffrey A. Coburn |
| 2014-03-22 |
insert person Marc Lacher |
| 2014-03-22 |
insert person Tony M. Cogan |
| 2014-03-22 |
insert phone 800-289-9999 |
| 2014-03-22 |
insert service_pages_linkeddomain finra.org |
| 2014-03-20 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/13 |
| 2014-03-04 |
delete person Christian Zambrio |
| 2014-03-04 |
delete person Ross H. Janotta |
| 2014-03-04 |
insert person Ross H. Jannotta |
| 2014-03-04 |
insert person William O. Kasten |
| 2014-03-04 |
update person_description Frank Trager => Frank Trager |
| 2014-03-04 |
update person_description Jon Zindel => Jon Zindel |
| 2014-03-04 |
update person_title Gigi Henderson: Corporate and Executive Services; Private Client Advisor; Client Development Advisor => Corporate and Executive Services |
| 2014-02-04 |
insert cfo Jon Zindel |
| 2014-02-04 |
insert person Jon Zindel |
| 2014-02-04 |
update person_description Christopher Lane => Christopher Lane |
| 2014-02-04 |
update person_title Jim White: Head of Consultant Relations => Consultant Relations and Business Development in the Western Region of the U.S. He |
| 2014-01-21 |
delete email we..@williamblair.com |
| 2014-01-21 |
delete person Wendy Evans |
| 2014-01-21 |
delete phone +1 302 573 5128 |
| 2013-12-09 |
delete associated_investor Wellspring Capital Management |
| 2013-12-09 |
delete person Alan W. Rosenthal |
| 2013-12-09 |
delete person Michael A. Pitt Jr |
| 2013-12-09 |
delete phone +1 44 20 7297 4702 |
| 2013-11-20 |
insert associated_investor Wellspring Capital Management |
| 2013-10-21 |
delete alias William Blair Advises Molex Incorporated |
| 2013-10-10 |
insert alias William Blair Advises Molex Incorporated |
| 2013-09-27 |
insert otherexecutives Amberlyn Rhodes |
| 2013-09-27 |
insert person Ed Dunphy |
| 2013-09-27 |
update person_title Amberlyn Rhodes: Regional Director & Internal Sales Associate; Regional Director of the Southeast Region for William Blair Advisor Solutions => Regional Director; Regional Director of the Southeast Region for William Blair Advisor Solutions |
| 2013-09-15 |
delete phone +44 20 7297 4703 |
| 2013-09-15 |
insert email sf..@williamblair.com |
| 2013-09-15 |
insert person Simon Fennell |
| 2013-09-15 |
insert phone +1 44 20 7297 4702 |
| 2013-09-06 |
update returns_last_madeup_date 2012-08-20 => 2013-08-20 |
| 2013-09-06 |
update returns_next_due_date 2013-09-17 => 2014-09-17 |
| 2013-09-05 |
insert chieflegalofficer Art Simon |
| 2013-09-05 |
insert person Art Simon |
| 2013-09-05 |
insert person George Greig |
| 2013-09-05 |
update person_title Michelle Seitz: Asset Management => Head of Investment Management; Asset Management |
| 2013-08-29 |
delete person Jeff Pettiford |
| 2013-08-29 |
update person_title Gigi Henderson: Corporate and Executive Services; Private Client Advisor; Client Development Advisor, Corporate and Executive Services => Corporate and Executive Services; Private Client Advisor; Client Development Advisor |
| 2013-08-22 |
insert ceo Christopher Lane |
| 2013-08-22 |
insert person Christopher Lane |
| 2013-08-22 |
update statutory_documents 20/08/13 FULL LIST |
| 2013-07-02 |
update website_status DNSError => OK |
| 2013-07-02 |
insert otherexecutives Andrew Miller |
| 2013-07-02 |
delete about_pages_linkeddomain williamblairfof.com |
| 2013-07-02 |
delete career_pages_linkeddomain williamblairfof.com |
| 2013-07-02 |
delete contact_pages_linkeddomain williamblairfof.com |
| 2013-07-02 |
delete email cg..@williamblair.com |
| 2013-07-02 |
delete email dk..@williamblair.com |
| 2013-07-02 |
delete email ja..@williamblair.com |
| 2013-07-02 |
delete email jb..@williamblair.com |
| 2013-07-02 |
delete email jl..@williamblair.com |
| 2013-07-02 |
delete email jm..@williamblair.com |
| 2013-07-02 |
delete email jp..@williamblair.com |
| 2013-07-02 |
delete email jw..@williamblair.com |
| 2013-07-02 |
delete email kf..@williamblair.com |
| 2013-07-02 |
delete email ll..@williamblair.com |
| 2013-07-02 |
delete email mj..@williamblair.com |
| 2013-07-02 |
delete email rb..@williamblair.com |
| 2013-07-02 |
delete email rc..@williamblair.com |
| 2013-07-02 |
delete email rc..@williamblair.com |
| 2013-07-02 |
delete email rd..@williamblair.com |
| 2013-07-02 |
delete email rh..@williamblair.com |
| 2013-07-02 |
delete email rk..@williamblair.com |
| 2013-07-02 |
delete email sh..@williamblair.com |
| 2013-07-02 |
delete email vs..@williamblair.com |
| 2013-07-02 |
delete email wf..@williamblair.com |
| 2013-07-02 |
delete index_pages_linkeddomain williamblairfof.com |
| 2013-07-02 |
delete investor_pages_linkeddomain williamblairfof.com |
| 2013-07-02 |
delete management_pages_linkeddomain williamblairfof.com |
| 2013-07-02 |
delete service_pages_linkeddomain williamblairfof.com |
| 2013-07-02 |
insert address Level 26, 1 Bligh Street Building One, Corporate Ave. Sydney, NSW 2000 Australia |
| 2013-07-02 |
insert contact_pages_linkeddomain bdallc.com |
| 2013-07-02 |
insert email mw..@bdallc.com |
| 2013-07-02 |
insert email pg..@williamblair.com |
| 2013-07-02 |
insert person Anastasia Neitzel |
| 2013-07-02 |
insert person Andrew Miller |
| 2013-07-02 |
insert person Corey Minturn |
| 2013-07-02 |
insert person Frank Trager |
| 2013-07-02 |
insert person James Foege |
| 2013-07-02 |
insert person Mark Webster |
| 2013-07-02 |
insert person Phil Gutman |
| 2013-07-02 |
insert phone +1 212 237 2700 |
| 2013-07-02 |
insert phone +1 302 573 5000 |
| 2013-07-02 |
insert phone +1 302 573 5168 |
| 2013-07-02 |
insert phone +1 312 236 1600 |
| 2013-07-02 |
insert phone +1 312 364 8120 |
| 2013-07-02 |
insert phone +1 312 364 8566 |
| 2013-07-02 |
insert phone +1 415 986 1719 |
| 2013-07-02 |
insert phone +1 415 986 5596 |
| 2013-07-02 |
insert phone +1 617 235 7500 |
| 2013-07-02 |
insert phone +1 800 596 2028 |
| 2013-07-02 |
insert phone +61 2 8226 8571 |
| 2013-07-02 |
insert phone +86 21 5407 5580 |
| 2013-07-02 |
update person_title Benjamin Curtis: Institutional Sales & Trading => West Regional Sales Manager / San Francisco; Partner, West Regional Sales Manager; Institutional Sales & Trading |
| 2013-07-02 |
update person_title Brad Bissell: Institutional Sales & Trading; Partner, Boston Regional Sales Manager; Partner => Institutional Sales & Trading; Partner, Boston Regional Sales Manager; Partner; Boston Regional Sales Manager / Boston |
| 2013-07-02 |
update person_title John Moore: Institutional Sales & Trading; Partner and Head of Institutional Equities, Sales, Trading and Research; Partner and Executive Committee Member => Institutional Sales & Trading; Head of Institutional Equities, Sales, Trading and Research / Chicago |
| 2013-07-02 |
update person_title Liam Healy: Institutional Sales & Trading; Partner, New York Regional Sales Manager; Partner => New York Regional Sales Manager / New York; Sales & Trading |
| 2013-07-02 |
update person_title Ralph Mastrangelo: null => London Office Equity Sales Manager / London |
| 2013-07-02 |
update accounts_last_madeup_date 2011-12-31 => 2012-12-31 |
| 2013-07-02 |
update accounts_next_due_date 2013-09-30 => 2014-09-30 |
| 2013-06-22 |
delete sic_code 6712 - Security broking & fund management |
| 2013-06-22 |
insert sic_code 64999 - Financial intermediation not elsewhere classified |
| 2013-06-22 |
update returns_last_madeup_date 2011-08-20 => 2012-08-20 |
| 2013-06-22 |
update returns_next_due_date 2012-09-17 => 2013-09-17 |
| 2013-06-06 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/12 |
| 2013-06-02 |
update website_status OK => DNSError |
| 2013-05-26 |
update website_status FlippedRobotsTxt => OK |
| 2013-05-26 |
update person_title Brad Bissell: Institutional Sales & Trading; Partner => Institutional Sales & Trading; Partner, Boston Regional Sales Manager; Partner |
| 2013-05-26 |
update person_title Liam Healy: Institutional Sales & Trading; Partner => Institutional Sales & Trading; Partner, New York Regional Sales Manager; Partner |
| 2013-05-15 |
update website_status OK => FlippedRobotsTxt |
| 2013-04-13 |
delete email ml..@williamblair.com |
| 2013-04-13 |
delete email mm..@williamblair.com |
| 2013-04-13 |
delete person Mark McNay |
| 2013-04-13 |
delete person Michael Lee |
| 2013-04-13 |
delete phone +1 415 986 5596 |
| 2013-04-13 |
insert phone +1 415 248 5903 |
| 2013-04-13 |
insert phone +1 415 248 5912 |
| 2013-02-19 |
delete associated_investor Investcorp |
| 2013-02-19 |
insert email pm..@williamblair.com |
| 2013-02-19 |
insert person Philipp Mohr |
| 2013-02-19 |
insert phone +49 (69) 509527-600 |
| 2013-02-19 |
insert phone +49 (69) 509527-610 |
| 2013-02-19 |
insert phone +49 (69) 509527-700 |
| 2013-02-04 |
update person_title John F. O'Toole |
| 2013-01-28 |
insert associated_investor Investcorp |
| 2013-01-14 |
delete associated_investor TA Associates |
| 2012-12-29 |
insert associated_investor TA Associates |
| 2012-12-22 |
insert email we..@williamblair.com |
| 2012-12-22 |
insert person William E Escamilla |
| 2012-12-07 |
insert email af..@williamblair.com |
| 2012-12-04 |
delete phone +44 20 7868 4403 |
| 2012-12-04 |
delete registration_number s 2012 |
| 2012-12-04 |
insert phone +44 20 7868 4400 |
| 2012-11-28 |
update statutory_documents DIRECTOR APPOINTED JON ZINDEL |
| 2012-11-13 |
update statutory_documents SECRETARY APPOINTED ARTHUR JOSEPH SIMON |
| 2012-11-13 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR TIMOTHY BURKE |
| 2012-11-13 |
update statutory_documents APPOINTMENT TERMINATED, SECRETARY TIMOTHY BURKE |
| 2012-10-24 |
delete address 343 Sansome Street Suite 1210 San Francisco, CA 94104 |
| 2012-10-24 |
insert address 343 Sansome Street 12th floor San Francisco, CA 94104 |
| 2012-10-24 |
delete email kd..@williamblair.com |
| 2012-10-24 |
delete email lz..@williamblair.com |
| 2012-10-24 |
delete email mk..@williamblair.com |
| 2012-10-24 |
delete person Kelley Drake |
| 2012-10-24 |
delete person Larissa Zando |
| 2012-10-24 |
delete person Mark Killian |
| 2012-10-24 |
insert email ll..@williamblair.com |
| 2012-10-24 |
insert email ra..@williamblair.com |
| 2012-10-24 |
insert email rc..@williamblair.com |
| 2012-10-24 |
insert email rd..@williamblair.com |
| 2012-10-24 |
insert person Laura Linger |
| 2012-10-24 |
insert person Ralf Abele |
| 2012-10-24 |
insert person Renee Duba |
| 2012-10-24 |
insert person Russ Campion |
| 2012-10-24 |
update person_title Brent W. Gledhill |
| 2012-10-24 |
delete email cf..@williamblair.com |
| 2012-10-24 |
delete person Charles W. Freeburg |
| 2012-10-24 |
insert email kg..@williamblair.com |
| 2012-10-24 |
insert email es..@williamblair.com |
| 2012-10-24 |
update person_title Christoph B. Fuchs |
| 2012-10-24 |
update person_title Liam Healy |
| 2012-10-24 |
delete email tm..@williamblair.com |
| 2012-10-12 |
update statutory_documents DIRECTOR APPOINTED RICHARD WILLIAM SMIRL |
| 2012-10-11 |
update statutory_documents DIRECTOR APPOINTED MICHELLE RENAE SEITZ |
| 2012-10-11 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR EDGAR COOLIDGE III |
| 2012-08-20 |
update statutory_documents 20/08/12 FULL LIST |
| 2012-05-01 |
update statutory_documents REGISTERED OFFICE CHANGED ON 01/05/2012 FROM
C/O WILLIAM BLAIR INTERNATIONAL, LIMITED
THE BAROMETER CENTRE 20 PRIMROSE STREET
17TH FLOOR
LONDON
EC2A 2EW
UNITED KINGDOM |
| 2012-04-27 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/11 |
| 2012-01-25 |
update statutory_documents REGISTERED OFFICE CHANGED ON 25/01/2012 FROM
C/O THERESA STAFFORD
WILLIAM BLAIR INTERNATIONAL LTD 3 ST HELENS PLACE
LONDON
EC3A 6AB
UNITED KINGDOM |
| 2011-10-26 |
update statutory_documents PARTICULARS OF A MORTGAGE OR CHARGE / CHARGE NO: 1 |
| 2011-09-13 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/10 |
| 2011-09-01 |
update statutory_documents 20/08/11 FULL LIST |
| 2010-10-01 |
update statutory_documents REGISTERED OFFICE CHANGED ON 01/10/2010 FROM
3 ST HELENS PLACE
LONDON
EC3A 6AU |
| 2010-09-15 |
update statutory_documents 20/08/10 FULL LIST |
| 2010-09-15 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / ARTHUR JOSEPH SIMON / 20/08/2010 |
| 2010-09-15 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / EDGAR DAVID COOLIDGE III / 20/08/2010 |
| 2010-09-15 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / JOHN MOORE / 20/08/2010 |
| 2010-09-15 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / JOHN ROGER ETTELSON / 20/08/2010 |
| 2010-09-15 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / TIMOTHY LEE BURKE / 20/08/2010 |
| 2010-09-14 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / MATTHEW GOOCH / 20/08/2010 |
| 2010-09-14 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / RALPH ANTHONY MASTRANGELO / 20/08/2010 |
| 2010-04-27 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/09 |
| 2009-09-15 |
update statutory_documents RETURN MADE UP TO 20/08/09; FULL LIST OF MEMBERS |
| 2009-05-28 |
update statutory_documents DIRECTOR APPOINTED JOHN MOORE |
| 2009-05-28 |
update statutory_documents DIRECTOR APPOINTED MATTHEW GOOCH |
| 2009-05-27 |
update statutory_documents APPOINTMENT TERMINATED DIRECTOR ALBERT LACHER |
| 2009-05-27 |
update statutory_documents APPOINTMENT TERMINATED DIRECTOR BRENT GLEDHILL |
| 2009-04-17 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/08 |
| 2008-10-08 |
update statutory_documents RETURN MADE UP TO 20/08/08; NO CHANGE OF MEMBERS |
| 2008-04-03 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/07 |
| 2007-10-24 |
update statutory_documents RETURN MADE UP TO 20/08/07; NO CHANGE OF MEMBERS |
| 2007-05-22 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/06 |
| 2006-09-25 |
update statutory_documents RETURN MADE UP TO 20/08/06; FULL LIST OF MEMBERS |
| 2006-05-02 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/05 |
| 2005-09-30 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2005-09-30 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2005-09-30 |
update statutory_documents DIRECTOR RESIGNED |
| 2005-09-30 |
update statutory_documents DIRECTOR RESIGNED |
| 2005-09-08 |
update statutory_documents RETURN MADE UP TO 20/08/05; FULL LIST OF MEMBERS |
| 2005-08-11 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/04 |
| 2004-09-10 |
update statutory_documents RETURN MADE UP TO 20/08/04; FULL LIST OF MEMBERS |
| 2004-06-10 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/03 |
| 2003-09-02 |
update statutory_documents RETURN MADE UP TO 20/08/03; FULL LIST OF MEMBERS |
| 2003-04-04 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/02 |
| 2002-10-17 |
update statutory_documents DIRECTOR'S PARTICULARS CHANGED |
| 2002-10-17 |
update statutory_documents DIRECTOR'S PARTICULARS CHANGED |
| 2002-09-26 |
update statutory_documents RETURN MADE UP TO 20/08/02; FULL LIST OF MEMBERS |
| 2002-09-19 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2002-09-19 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2002-09-19 |
update statutory_documents DIRECTOR RESIGNED |
| 2002-09-19 |
update statutory_documents DIRECTOR RESIGNED |
| 2002-08-05 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2002-08-05 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2002-08-05 |
update statutory_documents DIRECTOR RESIGNED |
| 2002-08-05 |
update statutory_documents DIRECTOR RESIGNED |
| 2002-03-29 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/01 |
| 2001-09-03 |
update statutory_documents RETURN MADE UP TO 20/08/01; FULL LIST OF MEMBERS |
| 2001-08-03 |
update statutory_documents DIRECTOR RESIGNED |
| 2001-05-09 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/00 |
| 2000-12-14 |
update statutory_documents NC INC ALREADY ADJUSTED
30/11/00 |
| 2000-12-14 |
update statutory_documents £ NC 2350000/5000000
30/1 |
| 2000-12-14 |
update statutory_documents AUTH. ALLOTMENT OF SHARES AND DEBENTURES 30/11/00 |
| 2000-08-23 |
update statutory_documents RETURN MADE UP TO 20/08/00; FULL LIST OF MEMBERS |
| 2000-08-15 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2000-08-15 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2000-08-15 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2000-08-15 |
update statutory_documents DIRECTOR RESIGNED |
| 2000-08-15 |
update statutory_documents DIRECTOR RESIGNED |
| 2000-07-19 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/99 |
| 1999-10-15 |
update statutory_documents RETURN MADE UP TO 20/08/99; FULL LIST OF MEMBERS |
| 1999-06-15 |
update statutory_documents ACC. REF. DATE EXTENDED FROM 31/08/99 TO 31/12/99 |
| 1999-04-15 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 1999-04-06 |
update statutory_documents £ NC 1000/2350000
24/03/99 |
| 1999-04-06 |
update statutory_documents NC INC ALREADY ADJUSTED 24/03/99 |
| 1999-02-08 |
update statutory_documents REGISTERED OFFICE CHANGED ON 08/02/99 FROM:
BREWERS HALL ALDERMANBURY SQUARE
LONDON
EC2V 7HR |
| 1998-08-20 |
update statutory_documents INCORPORATION DOCUMENTS
CERTIFICATE OF INCORPORATION
STATEMENT OF DIRECTORS & REGISTERED OFFICE
DECLARATION OF COMPLIANCE
MEMORANDUM OF ASSOCIATION
ARTICLES OF ASSOCIATION |