| Date | Description |
|---|
| 2025-02-02 |
delete address 314 N. Post Oak Lane
Houston, TX 77024 |
| 2025-02-02 |
delete phone 832-730-1951 |
| 2024-03-22 |
delete person Connor Regan |
| 2024-03-22 |
insert person Nicholas Willett |
| 2024-03-22 |
insert person Willett Nicholas |
| 2023-10-08 |
delete ceo Mark L. Claster |
| 2023-10-08 |
insert ceo Brian A. Williams |
| 2023-10-08 |
insert ceo Keith Daniels |
| 2023-10-08 |
delete management_pages_linkeddomain finra.org |
| 2023-10-08 |
update person_title Brian A. Williams: Partner; Partner, Carl Marks Advisors => Managing Partner |
| 2023-10-08 |
update person_title Keith Daniels: Partner; Partner, Carl Marks Advisors => Managing Partner, Carl Marks Advisors; Managing Partner |
| 2023-10-08 |
update person_title Mark L. Claster: Immediate past President; Managing Partner, Carl Marks Advisors; Managing Partner => Immediate past President; Partner; Partner, Carl Marks Advisors |
| 2023-09-05 |
insert person Martin Goldberg |
| 2023-03-14 |
update person_title MICHAEL LEE: General Partner, Carl Marks Management Company; Advisor => Advisor; General Partner and Chief Investment Officer, Carl Marks Management Company |
| 2022-11-07 |
delete career_pages_linkeddomain carlmarksadvisors.com |
| 2022-05-07 |
delete managingdirector Carl J. Landeck |
| 2022-05-07 |
delete managingdirector Christopher Parisi |
| 2022-05-07 |
delete managingdirector David Bagley |
| 2022-05-07 |
delete managingdirector H. Brock Hudson |
| 2022-05-07 |
delete managingdirector Howard P. Meitiner |
| 2022-05-07 |
delete managingdirector JONATHAN P. BUSHNELL |
| 2022-05-07 |
delete managingdirector ROBERT C. LAU III |
| 2022-05-07 |
delete managingdirector Scott Pasquith |
| 2022-05-07 |
delete managingdirector Steven F. Agran |
| 2022-05-07 |
delete managingdirector Stires Don |
| 2022-05-07 |
delete managingdirector Terry Ryan |
| 2022-05-07 |
delete managingdirector Tyler C. Montague |
| 2022-05-07 |
delete otherexecutives Alec Haesler |
| 2022-05-07 |
delete otherexecutives Benjiman Godbout |
| 2022-05-07 |
delete otherexecutives Jeffrey Pielusko |
| 2022-05-07 |
delete otherexecutives Jon H. Roberts |
| 2022-05-07 |
delete person Agran Steven F. |
| 2022-05-07 |
delete person Alec Haesler |
| 2022-05-07 |
delete person BAREFOOT BRIAN M. |
| 2022-05-07 |
delete person BRIAN M. BAREFOOT |
| 2022-05-07 |
delete person BUSHNELL JONATHAN P. |
| 2022-05-07 |
delete person Benjiman Godbout |
| 2022-05-07 |
delete person Billy J. Kirkpatrick |
| 2022-05-07 |
delete person Carl J. Landeck |
| 2022-05-07 |
delete person David Bagley |
| 2022-05-07 |
delete person David Endo |
| 2022-05-07 |
delete person Endo David |
| 2022-05-07 |
delete person Godbout Benjiman |
| 2022-05-07 |
delete person H. Brock Hudson |
| 2022-05-07 |
delete person Howard P. Meitiner |
| 2022-05-07 |
delete person JONATHAN KILLION |
| 2022-05-07 |
delete person JONATHAN P. BUSHNELL |
| 2022-05-07 |
delete person Jeffrey Pielusko |
| 2022-05-07 |
delete person Jon H. Roberts |
| 2022-05-07 |
delete person KILLION JONATHAN |
| 2022-05-07 |
delete person Kirkpatrick Billy |
| 2022-05-07 |
delete person Meitiner Howard |
| 2022-05-07 |
delete person ROBERTS JON H. |
| 2022-05-07 |
delete person Scott Pasquith |
| 2022-05-07 |
delete person Steven F. Agran |
| 2022-05-07 |
delete person Stires Don |
| 2022-05-07 |
delete person Terry Ryan |
| 2022-05-07 |
delete person Tyler C. Montague |
| 2022-05-07 |
insert career_pages_linkeddomain carlmarksadvisors.com |
| 2022-05-07 |
update person_title Christopher Parisi: Managing Director, Carl Marks Advisors; Managing Director => Partner; Partner, Carl Marks Advisors |
| 2022-05-07 |
update person_title ROBERT C. LAU III: Managing Director, Carl Marks Advisors; Managing Director => Partner; Partner, Carl Marks Advisors |
| 2022-03-07 |
insert managingdirector Terry Ryan |
| 2022-03-07 |
delete associated_investor Asset Management Company |
| 2022-03-07 |
delete person AuWerter Chip |
| 2022-03-07 |
delete person Chip AuWerter |
| 2022-03-07 |
delete person Duffield (Duff) Meyercord |
| 2022-03-07 |
insert person Terry Ryan |
| 2022-03-07 |
update person_description Benjiman Godbout => Benjiman Godbout |
| 2022-03-07 |
update person_description Billy J. Kirkpatrick => Billy J. Kirkpatrick |
| 2022-03-07 |
update person_description Christopher Parisi => Christopher Parisi |
| 2022-03-07 |
update person_description Howard P. Meitiner => Howard P. Meitiner |
| 2022-03-07 |
update person_description Keith Daniels => Keith Daniels |
| 2022-03-07 |
update person_description MARC L. PFEFFERLE => MARC L. PFEFFERLE |
| 2022-03-07 |
update person_title Benjiman Godbout: Director, Carl Marks Advisors; Advisor; Director => Director, Carl Marks Advisors; Director Within the Investment Banking Division at Carl Marks Advisors; Advisor; Director |
| 2021-07-13 |
delete address 3939 Essex Lane
Suite 400
Houston, TX 77027 |
| 2021-07-13 |
insert address 314 N. Post Oak Lane
Houston, TX 77024 |
| 2021-07-13 |
update person_description ANDREW M. BOAS => ANDREW M. BOAS |
| 2021-04-17 |
delete managingdirector William J. Winkowski Jr. |
| 2021-04-17 |
delete person William J. Winkowski Jr. |
| 2021-01-22 |
delete person Caffin Linda L. |
| 2021-01-22 |
delete person Linda L. Caffin |
| 2020-07-15 |
delete president Mark L. Claster |
| 2020-07-15 |
insert ceo Mark L. Claster |
| 2020-07-15 |
insert otherexecutives Benjiman Godbout |
| 2020-07-15 |
insert otherexecutives Mark L. Claster |
| 2020-07-15 |
insert person Benjiman Godbout |
| 2020-07-15 |
insert person Godbout Benjiman |
| 2020-07-15 |
update person_description Mark L. Claster => Mark L. Claster |
| 2020-07-15 |
update person_title Mark L. Claster: President of Carl Marks & Co; President; Advisor => Immediate past President; Managing Partner, Carl Marks Advisors; Managing Partner |
| 2020-05-15 |
insert person Connor Regan |
| 2020-05-15 |
insert person Jeffrey Mark |
| 2020-04-15 |
delete evp Katherine F. Boas |
| 2020-04-15 |
delete managingdirector Terry Ryan |
| 2020-04-15 |
insert coo Katherine F. Boas |
| 2020-04-15 |
delete person Terry Ryan |
| 2020-04-15 |
update person_description Katherine F. Boas => Katherine F. Boas |
| 2020-04-15 |
update person_title Katherine F. Boas: Executive Vice President; Executive Vice President of Carl Marks & Co. => Chief Operating Officer; Chief Operating Officer, Carl Marks & Co.; Chief Operating Officer of Carl Marks & Co., Lea |
| 2020-02-14 |
insert managingdirector Christopher Parisi |
| 2020-02-14 |
delete person D'ANGELO JOSEPH R. |
| 2020-02-14 |
delete person JOSEPH R. D'ANGELO |
| 2020-02-14 |
insert person Christopher Parisi |
| 2020-02-14 |
update person_title ESTEBAN RAKELA: Managing Director, Carl Marks Management Company; Advisor => General Partner, Carl Marks Management Company; Advisor |
| 2019-11-09 |
delete ceo SCOTT WEBB |
| 2019-11-09 |
update person_title SCOTT WEBB: Senior Managing Director => Partner |
| 2019-10-10 |
delete managingdirector Jim Kilby |
| 2019-10-10 |
delete managingdirector Kirk Warshaw |
| 2019-10-10 |
delete person Jim Kilby |
| 2019-10-10 |
delete person Kieliszak Ray |
| 2019-10-10 |
delete person Kirk Warshaw |
| 2019-10-10 |
delete person Ray Kieliszak |
| 2019-08-10 |
delete person FALLON LEXI |
| 2019-08-10 |
delete person LEXI FALLON |
| 2019-07-11 |
delete source_ip 192.124.249.12 |
| 2019-07-11 |
insert source_ip 146.148.75.251 |
| 2019-05-23 |
delete person Flynn Patrick |
| 2019-05-23 |
delete person Patrick Flynn |
| 2019-04-03 |
delete managingdirector Luke Goetz |
| 2019-04-03 |
delete otherexecutives Benjiman Godbout |
| 2019-04-03 |
delete otherexecutives JONATHAN P. BUSHNELL |
| 2019-04-03 |
delete vp Alec Haesler |
| 2019-04-03 |
delete vp Jeffrey Pielusko |
| 2019-04-03 |
insert managingdirector David Bagley |
| 2019-04-03 |
insert managingdirector Howard P. Meitiner |
| 2019-04-03 |
insert managingdirector JONATHAN P. BUSHNELL |
| 2019-04-03 |
insert managingdirector Jim Kilby |
| 2019-04-03 |
insert managingdirector Kirk Warshaw |
| 2019-04-03 |
insert otherexecutives Alec Haesler |
| 2019-04-03 |
insert otherexecutives Jeffrey Pielusko |
| 2019-04-03 |
delete person Benjiman Godbout |
| 2019-04-03 |
delete person Donald J. Sheehan |
| 2019-04-03 |
delete person Godbout Benjiman |
| 2019-04-03 |
delete person Luke Goetz |
| 2019-04-03 |
delete person Sheehan Donald J. |
| 2019-04-03 |
insert person AuWerter Chip |
| 2019-04-03 |
insert person Chip AuWerter |
| 2019-04-03 |
insert person David Bagley |
| 2019-04-03 |
insert person Howard P. Meitiner |
| 2019-04-03 |
insert person Jim Kilby |
| 2019-04-03 |
insert person Kieliszak Ray |
| 2019-04-03 |
insert person Kirk Warshaw |
| 2019-04-03 |
insert person Meitiner Howard |
| 2019-04-03 |
insert person Ray Kieliszak |
| 2019-04-03 |
update person_title Alec Haesler: Vice President; Vice President, Carl Marks Advisors => Director, Carl Marks Advisors; Director |
| 2019-04-03 |
update person_title ESTEBAN RAKELA: Analyst, Carl Marks Management Company; Advisor => Managing Director, Carl Marks Management Company; Advisor |
| 2019-04-03 |
update person_title JONATHAN P. BUSHNELL: Advisor; Director at Carl Marks Advisors; Director => Managing Director at Carl Marks Advisors; Advisor; Managing Director |
| 2019-04-03 |
update person_title Jeffrey Pielusko: Vice President; Vice President, Carl Marks Advisors => Director, Carl Marks Advisors; Director |
| 2019-04-03 |
update person_title LEXI FALLON: Advisor; Analyst for Carl Marks Management Company => Managing Director, Carl Marks Management Company; Advisor |
| 2019-04-03 |
update person_title MICHAEL LEE: Analyst, Carl Marks Management Company; Advisor => Advisor |
| 2018-01-26 |
delete person Brian Wiliams |
| 2018-01-26 |
delete person Wiliams Brian |
| 2017-12-05 |
insert managingdirector Scott Pasquith |
| 2017-12-05 |
insert managingdirector Tyler C. Montague |
| 2017-12-05 |
delete person BOOTH DOUGLAS A. |
| 2017-12-05 |
delete person DOUGLAS A. BOOTH |
| 2017-12-05 |
insert person Billy J. Kirkpatrick |
| 2017-12-05 |
insert person Kirkpatrick Billy |
| 2017-12-05 |
insert person Scott Pasquith |
| 2017-12-05 |
insert person Tyler C. Montague |
| 2017-10-19 |
insert person Flynn Patrick |
| 2017-10-19 |
insert person Patrick Flynn |
| 2017-10-19 |
update person_title EVAN M. TOMASKOVIC: Advisor; Partner, Carl Marks Advisors => Managing Partner, Carl Marks Advisors; Advisor |
| 2017-09-07 |
update person_title Brian A. Williams: Managing Director, Carl Marks Advisors; Director of United Vision Logistics => Director of United Vision Logistics; Partner, Carl Marks Advisors |
| 2017-07-25 |
insert managingdirector Stires Don |
| 2017-07-25 |
insert person Stires Don |
| 2017-07-25 |
update person_description JONATHAN P. BUSHNELL => JONATHAN P. BUSHNELL |
| 2017-06-17 |
delete otherexecutives SCOTT WEBB |
| 2017-06-17 |
insert ceo SCOTT WEBB |
| 2017-06-17 |
insert managingdirector Carl J. Landeck |
| 2017-06-17 |
insert managingdirector Luke Goetz |
| 2017-06-17 |
insert managingdirector Terry Ryan |
| 2017-06-17 |
insert managingdirector William J. Winkowski Jr. |
| 2017-06-17 |
insert vp Alec Haesler |
| 2017-06-17 |
delete person CHARLES BOGUSLASKI |
| 2017-06-17 |
delete person CHRISTOPHER K. WU |
| 2017-06-17 |
delete person WU CHRISTOPHER K. |
| 2017-06-17 |
insert address 3939 Essex Lane
Suite 400
Houston, TX 77027 |
| 2017-06-17 |
insert person Alec Haesler |
| 2017-06-17 |
insert person Carl J. Landeck |
| 2017-06-17 |
insert person Luke Goetz |
| 2017-06-17 |
insert person Terry Ryan |
| 2017-06-17 |
insert person William J. Winkowski Jr. |
| 2017-06-17 |
insert phone 832-730-1951 |
| 2017-06-17 |
update person_title David Endo: Advisor; Vice President, Carl Marks Advisors => Director, Carl Marks Advisors; Advisor |
| 2017-06-17 |
update person_title SCOTT WEBB: Director, Carl Marks Advisors; Director => Senior Managing Director, Carl Marks Advisors; Senior Managing Director |
| 2017-03-21 |
delete otherexecutives C. SCOTT CHABINA |
| 2017-03-21 |
insert managingdirector Donald J. Sheehan |
| 2017-03-21 |
insert managingdirector Steven F. Agran |
| 2017-03-21 |
delete person C. SCOTT CHABINA |
| 2017-03-21 |
insert person Agran Steven F. |
| 2017-03-21 |
insert person Donald J. Sheehan |
| 2017-03-21 |
insert person Sheehan Donald J. |
| 2017-03-21 |
insert person Steven F. Agran |
| 2017-02-01 |
delete vp Benjiman Godbout |
| 2017-02-01 |
insert otherexecutives Benjiman Godbout |
| 2017-02-01 |
insert person Jaclyn R. Shifren |
| 2017-02-01 |
insert person SHIFREN JACLYN R. |
| 2017-02-01 |
update person_title Benjiman Godbout: Vice President; Advisor; Vice President, Carl Marks Advisors => Director, Carl Marks Advisors; Advisor; Director |
| 2016-07-17 |
delete person David Bernstein |
| 2016-06-08 |
insert managingdirector H. Brock Hudson |
| 2016-06-08 |
insert management_pages_linkeddomain finra.org |
| 2016-06-08 |
insert person Brian A. Williams |
| 2016-06-08 |
insert person Brian Wiliams |
| 2016-06-08 |
insert person H. Brock Hudson |
| 2016-06-08 |
insert person Wiliams Brian |
| 2016-03-25 |
update website_status DomainNotFound => OK |
| 2016-03-13 |
update website_status OK => DomainNotFound |
| 2016-01-24 |
delete managingdirector CHARLES BOGUSLASKI |
| 2016-01-24 |
insert vp Benjiman Godbout |
| 2016-01-24 |
insert vp Jeffrey Pielusko |
| 2016-01-24 |
delete person Flynn Michael |
| 2016-01-24 |
delete person Michael Flynn |
| 2016-01-24 |
delete source_ip 216.70.69.105 |
| 2016-01-24 |
insert person Benjiman Godbout |
| 2016-01-24 |
insert person David Bernstein |
| 2016-01-24 |
insert person Godbout Benjiman |
| 2016-01-24 |
insert person Jeffrey Pielusko |
| 2016-01-24 |
insert source_ip 192.124.249.12 |
| 2016-01-24 |
update person_title CHARLES BOGUSLASKI: Managing Director, Carl Marks Advisors; Managing Director => Partner; Partner, Carl Marks Advisors |
| 2016-01-24 |
update person_title David Endo: Associate, Carl Marks Advisors; Advisor => Advisor; Vice President, Carl Marks Advisors |
| 2015-07-30 |
insert person FALLON LEXI |
| 2015-07-30 |
insert person Lexi Fallon |
| 2015-06-25 |
delete vp JONATHAN KILLION |
| 2015-06-25 |
insert otherexecutives JONATHAN KILLION |
| 2015-06-25 |
update person_title JONATHAN KILLION: Vice President; Advisor; Vice President, Carl Marks Advisors => Director, Carl Marks Advisors; Advisor; Director |
| 2015-04-27 |
insert otherexecutives BRIAN M. BAREFOOT |
| 2015-04-27 |
delete person MATTHEW MCINERNEY |
| 2015-04-27 |
delete person MCINERNEY MATTHEW |
| 2015-04-27 |
update person_description ANDREW M. BOAS => ANDREW M. BOAS |
| 2015-04-27 |
update person_description BRIAN M. BAREFOOT => BRIAN M. BAREFOOT |
| 2015-04-27 |
update person_title BRIAN M. BAREFOOT: Senior Advisor, Carl Marks & Co; Senior Advisor => Senior Advisor; Senior Advisor, Carl Marks Advisors; Director |
| 2015-02-20 |
insert person Keith Daniels |
| 2014-12-10 |
delete career_pages_linkeddomain tcgbeta.com |
| 2014-12-10 |
insert management_pages_linkeddomain cmequity.com |
| 2014-12-10 |
insert person BAREFOOT BRIAN M. |
| 2014-12-10 |
insert person BRIAN M. BAREFOOT |
| 2014-11-06 |
update website_status FlippedRobots => OK |
| 2014-11-06 |
delete source_ip 207.250.110.53 |
| 2014-11-06 |
insert source_ip 216.70.69.105 |
| 2014-11-06 |
update robots_txt_status www.carlmarks.com: 404 => 200 |
| 2014-10-25 |
update website_status OK => FlippedRobots |
| 2014-08-19 |
delete person Kelly Williams |
| 2014-07-14 |
update person_title Wesley H.R. Gaus: Member of the MANAGEMENT TEAM; Partner => Partner at CM Equity Partners; Member of the MANAGEMENT TEAM; Member of the Board of Directors of Global Services & Solutions Inc; Managing Partner |
| 2014-06-03 |
delete email mc..@carlmarks.com |
| 2014-06-03 |
delete email rd..@carlmarks.com |
| 2014-06-03 |
delete person Robert Davidoff |
| 2014-06-03 |
delete phone 212-909-8430 |
| 2014-05-06 |
insert evp Katherine F. Boas |
| 2014-05-06 |
delete email es..@carlmarks.com |
| 2014-05-06 |
delete phone 617-875-8824 |
| 2014-05-06 |
update person_description Katherine F. Boas => Katherine F. Boas |
| 2014-05-06 |
update person_title Katherine F. Boas: Member of the MANAGEMENT TEAM; Principal of CM Equity Partners; Principal => Executive Vice President; Member of the MANAGEMENT TEAM; Executive Vice President of Carl Marks & Co |
| 2014-03-05 |
delete person Debra Glickman |
| 2014-02-04 |
delete otherexecutives Patrick Lagrange |
| 2014-02-04 |
delete email ir..@carlmarks.com |
| 2014-02-04 |
delete email pl..@carlmarks.com |
| 2014-02-04 |
delete person Patrick Lagrange |
| 2014-02-04 |
delete phone 212-909-8411 |
| 2014-02-04 |
insert phone 212-909-8458 |
| 2014-01-06 |
delete managingdirector BRUCE L. BAREFOOT |
| 2014-01-06 |
delete managingdirector JOSEPH R. D'ANGELO |
| 2014-01-06 |
delete managingdirector MATTHEW BERK |
| 2014-01-06 |
delete otherexecutives MICHAEL FLYNN |
| 2014-01-06 |
delete vp SCOTT WEBB |
| 2014-01-06 |
insert managingdirector MICHAEL FLYNN |
| 2014-01-06 |
insert otherexecutives SCOTT WEBB |
| 2014-01-06 |
delete person BRUCE L. BAREFOOT |
| 2014-01-06 |
delete person MATTHEW BERK |
| 2014-01-06 |
update person_title JOSEPH R. D'ANGELO: Member of the MANAGEMENT TEAM; Managing Director => Member of the MANAGEMENT TEAM; Partner |
| 2014-01-06 |
update person_title MICHAEL FLYNN: Member of the MANAGEMENT TEAM; Director => Member of the MANAGEMENT TEAM; Managing Director |
| 2014-01-06 |
update person_title SCOTT WEBB: Vice President; Member of the MANAGEMENT TEAM => Member of the MANAGEMENT TEAM; Director |
| 2013-11-10 |
insert person Malcom P. McLean |
| 2013-11-10 |
update person_description WARREN H. FEDER => Warren H. Feder |
| 2013-11-10 |
update person_title Charles Boguslaski: Member of the MANAGEMENT TEAM; Managing Director => Member of the MANAGEMENT TEAM; Honored by the M & a Advisor As Winner of the 40 under 40 Recognition Awards ( Press Release ); Managing Director |
| 2013-11-10 |
update person_title Warren H. Feder: Member of the MANAGEMENT TEAM; Partner => Member of the MANAGEMENT TEAM; Chairman of the Board of Trustees of the Gateway Schools; Partner; Co - Founder of the Investment Banking Group |
| 2013-09-13 |
update person_title Patrick Lagrange: Chief Executive Officer of Carl Marks Securities LLC; Member of the MANAGEMENT TEAM; Member of the Investment Banking Committee; Managing Director => Member of the Investment Banking Committee |
| 2013-05-22 |
insert person Malcom P. McLean |
| 2013-05-22 |
update person_description CHARLES BOGUSLASKI => CHARLES BOGUSLASKI |
| 2013-05-22 |
update person_description DOUGLAS A. BOOTH => DOUGLAS A. BOOTH |
| 2013-05-22 |
update person_description JONATHAN P. BUSHNELL => JONATHAN P. BUSHNELL |
| 2013-05-22 |
update person_description PATRICK C. LAGRANGE => PATRICK C. LAGRANGE |
| 2013-04-30 |
delete person PETER N. SCHAEFFER |
| 2013-04-04 |
delete email dr..@carlmarks.com |
| 2013-04-04 |
delete person DAVID A. ROCK |
| 2013-04-04 |
delete phone 212-909-8424 |
| 2013-04-04 |
insert person Duff Meyercord |
| 2013-04-04 |
update person_description Robert Speer |