| Date | Description |
|---|
| 2024-04-07 |
update accounts_last_madeup_date 2021-12-31 => 2022-12-31 |
| 2023-06-20 |
delete vp Elizabeth Herlihy |
| 2023-06-20 |
delete vp Fred Baldassaro |
| 2023-06-20 |
delete vp George Spencer |
| 2023-06-20 |
delete vp Maggie McCuen |
| 2023-06-20 |
delete vp Tylor Tourville |
| 2023-06-20 |
insert otherexecutives Malea Lydon |
| 2023-06-20 |
insert otherexecutives Zaid Haroon |
| 2023-06-20 |
insert svp George Spencer |
| 2023-06-20 |
insert svp Tylor Tourville |
| 2023-06-20 |
insert vp Caryn Brownell |
| 2023-06-20 |
insert vp Maggie Duffy |
| 2023-06-20 |
delete person Amanda Aprati |
| 2023-06-20 |
delete person Elizabeth Herlihy |
| 2023-06-20 |
delete person Fred Baldassaro |
| 2023-06-20 |
delete person Kylie Wilcox |
| 2023-06-20 |
delete person Maggie McCuen |
| 2023-06-20 |
delete person Margaret Chase |
| 2023-06-20 |
delete source_ip 98.129.229.75 |
| 2023-06-20 |
insert person Caryn Brownell |
| 2023-06-20 |
insert person Maggie Duffy |
| 2023-06-20 |
insert person Olivia Leslie |
| 2023-06-20 |
insert person Rick Kampersal |
| 2023-06-20 |
insert person Sarah Bowes |
| 2023-06-20 |
insert person Sarah Churbuck |
| 2023-06-20 |
insert person Sophia Torres |
| 2023-06-20 |
insert person Zaid Haroon |
| 2023-06-20 |
insert source_ip 98.129.229.7 |
| 2023-06-20 |
update person_description Daniel Abramson => Daniel Abramson |
| 2023-06-20 |
update person_description Erika Rogers => Erika Rogers |
| 2023-06-20 |
update person_description George Spencer => George Spencer |
| 2023-06-20 |
update person_description Paige Sullivan => Paige Sullivan |
| 2023-06-20 |
update person_title Anna Oeser: Member of the Management Team; Account Coordinator in BackBay 's Private Equity => Account Executive in BackBay 's Private Markets; Member of the Senior Management Team; Account Executive |
| 2023-06-20 |
update person_title Daniel Abramson: Senior Account Executive; Member of the Management Team => Member of the Senior Management Team; Account Supervisor in the Private Markets Group |
| 2023-06-20 |
update person_title Ellie Ireton: Account Coordinator; Member of the Management Team => Member of the Senior Management Team; Account Executive |
| 2023-06-20 |
update person_title Erika Rogers: Senior Account Executive in BackBay 's Asset Management; Senior Account Executive; Member of the Management Team => Member of the Senior Management Team; Account Supervisor in BackBay 's Impact Investing |
| 2023-06-20 |
update person_title George Spencer: Vice President; Member of the Management Team => Member of the Senior Management Team; Senior Vice President |
| 2023-06-20 |
update person_title JJ LaMotte: Office Manager; Member of the Management Team => Member of the Senior Management Team; Director of HR and Administration |
| 2023-06-20 |
update person_title Malea Lydon: Account Supervisor; Member of the Management Team => Member of the Senior Management Team; Account Director |
| 2023-06-20 |
update person_title Marta Seitz: Senior Account Executive; Member of the Management Team => Member of the Senior Management Team; Account Supervisor |
| 2023-06-20 |
update person_title Nicky Wu: Account Coordinator; Member of the Management Team => Member of the Senior Management Team; Account Executive |
| 2023-06-20 |
update person_title Paige Sullivan: Account Executive in BackBay 's Asset Management; Account Executive; Member of the Management Team => Senior Account Executive in BackBay 's Asset Management; Member of the Senior Management Team; Senior Account Executive |
| 2023-06-20 |
update person_title Ryan Scanlon: Account Coordinator; Account Executive; Member of the Management Team => Member of the Senior Management Team; Senior Account Executive in BackBay 's Fintech; Senior Account Executive |
| 2023-06-20 |
update person_title Tylor Tourville: Vice President; Member of the Management Team; Vice President of the Fintech Group => Member of the Senior Management Team; Senior Vice President; Vice President of the Fintech Group |
| 2023-04-07 |
update accounts_last_madeup_date 2020-12-31 => 2021-12-31 |
| 2023-02-01 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/21 |
| 2022-08-14 |
insert person Anna Oeser |
| 2022-08-14 |
insert person Nicky Wu |
| 2022-07-01 |
delete phone 617-380-7675 |
| 2022-07-01 |
insert phone 617-391-0790 |
| 2022-03-07 |
update accounts_last_madeup_date 2019-12-31 => 2020-12-31 |
| 2022-02-02 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/20 |
| 2021-04-07 |
update accounts_last_madeup_date 2018-12-31 => 2019-12-31 |
| 2021-03-18 |
update statutory_documents BR015161 ADDRESS CHANGE 26/02/21
106 GREAT PORTLAND STREET, LONDON, W1W 6PF |
| 2021-03-03 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/19 |
| 2020-01-07 |
update accounts_last_madeup_date 2017-12-31 => 2018-12-31 |
| 2019-12-27 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/18 |
| 2019-02-07 |
update accounts_last_madeup_date 2016-12-31 => 2017-12-31 |
| 2019-01-08 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/17 |
| 2018-03-07 |
update accounts_last_madeup_date 2015-12-31 => 2016-12-31 |
| 2018-01-04 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/16 |
| 2017-01-07 |
update accounts_last_madeup_date 2014-12-31 => 2015-12-31 |
| 2016-12-28 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/15 |
| 2015-12-07 |
update accounts_last_madeup_date 2013-12-31 => 2014-12-31 |
| 2015-11-17 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/14 |
| 2014-11-07 |
update accounts_last_madeup_date 2012-12-31 => 2013-12-31 |
| 2014-10-14 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/13 |
| 2013-11-07 |
update accounts_last_madeup_date 2011-12-31 => 2012-12-31 |
| 2013-10-30 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/12 |
| 2013-07-10 |
update statutory_documents BR015161 ADDRESS CHANGE 02/07/13
13-14 QUEEN STREET, LONDON, W1J 5PS |
| 2013-06-24 |
update account_category NO ACCOUNTS FILED => FULL |
| 2013-06-24 |
update accounts_last_madeup_date null => 2011-12-31 |
| 2013-06-23 |
update account_ref_day 30 => 31 |
| 2013-06-23 |
update account_ref_month 4 => 12 |
| 2013-04-15 |
update statutory_documents BR015161 ADDRESS CHANGE 01/01/13
80 PARK LANE, LONDON, W1K 7TR |
| 2012-12-28 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/11 |
| 2012-11-30 |
update statutory_documents PREVSHO FROM 30/04/2012 TO 31/12/2011 |
| 2012-10-11 |
update statutory_documents BR015161 ADDRESS CHANGE 03/10/12
271 REGENT STREET, LONDON, W1B 2ES |
| 2011-04-12 |
update statutory_documents BR015161 PR APPOINTED
HAYNES
WILLIAM BRIEN
20
PARK PLAZA
BOSTON
SUFFOLK MASSACHUSETTS 02116
UNITED STATES |
| 2011-04-12 |
update statutory_documents INITIAL BRANCH REGISTRATION |