LONG RUN WEALTH ADVISORS - History of Changes


DateDescription
2024-06-10 delete general_emails ma..@longrunwealth.com
2024-06-10 delete email ch..@longrunwealth.com
2024-06-10 delete email ma..@longrunwealth.com
2024-06-10 delete person Charles G. Cowan
2024-04-13 insert email ty..@longrunwealth.com
2024-04-13 update person_title Mikayla Ploof: Client Service Associate => Client Service Associate & Compliance Manager; Client Service Associate
2022-07-16 insert email mi..@longrunwealth.com
2022-07-16 insert person Mikayla Ploof
2022-06-15 delete email am..@longrunwealth.com
2022-06-15 delete person Amy D. Smith
2022-06-15 insert email be..@longrunwealth.com
2022-06-15 insert person Benjamin Sitts
2022-03-14 update person_title Kevin M. Brady: Financial Advisor => Principal; Financial Advisor
2022-03-14 update person_title Lynn Magnus: Chief Compliance Officer / Director of Business Strategy; Chief Compliance Officer => Principal; Financial Advisor
2021-05-24 insert general_emails in..@longrunwealth.com
2021-05-24 delete email lo..@longrunwealth.com
2021-05-24 insert email in..@longrunwealth.com
2021-04-08 insert email lo..@longrunwealth.com
2021-02-10 update website_status FlippedRobots => OK
2021-02-10 delete source_ip 98.124.199.70
2021-02-10 insert source_ip 170.12.106.255
2020-10-17 update website_status OK => FlippedRobots
2020-05-13 delete address 40, rue La Boétie 75008 Paris, France
2020-05-13 delete client How Family Offices
2020-05-13 delete person Jamie Kosharek
2020-05-13 delete phone +33-1-456-16499
2020-05-13 delete phone +33-1-456-40500
2020-05-13 insert address 45 Avenue George V 75008 Paris, France
2020-05-13 insert address 55 Barn Road, Suite 206 // Lake Placid, NY 12946-1051
2020-05-13 insert person Michael Forster
2020-05-13 insert phone +33-1-456-16490
2020-05-13 insert phone +33-1-456-40554
2020-03-09 delete cfo Jeffrey P. Julien
2020-03-09 delete chro Stan Duncan
2020-03-09 insert ceo Jim Sickling
2020-03-09 insert ceo Robert Miller
2020-03-09 insert cfo Paul Shoukry
2020-03-09 insert chro Chris Aisenbrey
2020-03-09 insert coo Jeffrey A. Dowdle
2020-03-09 insert coo Jim Sickling
2020-03-09 insert coo Kim Jenson
2020-03-09 insert coo Robert Miller
2020-03-09 insert evp Bella Loykhter Allaire
2020-03-09 insert otherexecutives John W. Houston
2020-03-09 insert svp Kim Jenson
2020-03-09 delete address Broadwalk House 5 Appold Street London EC2A 2AG
2020-03-09 delete person Jeffrey E. Trocin
2020-03-09 delete person Kaila E. Collins
2020-03-09 delete person Sam Nasser
2020-03-09 delete person Stan Duncan
2020-03-09 delete person Thomas G. Poole
2020-03-09 insert about_pages_linkeddomain taleo.net
2020-03-09 update person_title Bella Loykhter Allaire: Member of the Executive Committee; Executive Vice President of Technology and Operations / Raymond James & Associates => Member of the Executive Committee; Executive Vice President
2020-03-09 update person_title Carolyn Bradshaw: Business Development Specialist => Assistant Division Director - Business Development
2020-03-09 update person_title Chris Aisenbrey: SVP, HR Organization & Talent Development; Member of the Operating Committee => Chief Human Resources Officer; Member of the Operating Committee
2020-03-09 update person_title Emma Bredin: SVP, Chief Compliance Officer - RJF; Member of the Operating Committee => Member of the Operating Committee; Chief Compliance Officer
2020-03-09 update person_title Erik Fruland: Chief Operating Officer - Asset Management Services; Member of the Operating Committee => Member of the Operating Committee; President / Asset Management Services
2020-03-09 update person_title Gordon E. Marshall: VP, Western and Central Division Director => Division Director / Institutional Business Development; Business Development Team
2020-03-09 update person_title Haig Ariyan: Member of the Operating Committee; President, Alex. Brown => Head of Global Wealth Solutions / President of Alex. Brown; Member of the Operating Committee
2020-03-09 update person_title Heather Knable: Member of the Operating Committee; SVP, Risk Management => Member of the Operating Committee; Senior Vice President of Finance / Operations and Strategy
2020-03-09 update person_title James E. Bunn: President of Global Equities and Investment Banking / Raymond James & Associates; Member of the Executive Committee => Member of the Executive Committee; President / Global Equities
2020-03-09 update person_title Jamie Kosharek: VP, Director of Strategy and Operations => SVP of Strategy and Operations
2020-03-09 update person_title Jeffrey A. Dowdle: Member of the Executive Committee; Chief Administrative Officer; President => Member of the Executive Committee; Chief Operating Officer
2020-03-09 update person_title Jeffrey P. Julien: Member of the Executive Committee; Executive Vice President, Finance; Chief Financial Officer => Member of the Executive Committee; Executive Vice President of Finance
2020-03-09 update person_title Jennifer Ackart: Chief Accounting Officer; Member of the Operating Committee; SVP => Controller; Chief Accounting Officer; Member of the Operating Committee; Senior Vice President
2020-03-09 update person_title Jim Sickling: Chief Operating Officer - Fixed Income; Member of the Operating Committee => Chief Operating Officer; Member of the Operating Committee; Senior Managing Director
2020-03-09 update person_title Jodi Perry: Member of the Executive Committee; President / Independent Contractor Division, Raymond James Financial Services => President / Independent Contractors Division; Member of the Executive Committee
2020-03-09 update person_title John W. Houston: VP, Eastern Division Director => Division Director
2020-03-09 update person_title Jon DeMayo: Business Development Specialist / Eastern Division => Assistant Division Director - Business Development / Eastern Division
2020-03-09 update person_title Kim Jenson: Member of the Operating Committee; Chief Operating Officer - Raymond James & Associates => Chief Operating Officer; Member of the Operating Committee; Senior Vice President
2020-03-09 update person_title Paul Shoukry: SVP, Finance, Investor Relations & Treasurer; Member of the Operating Committee => Member of the Executive Committee; Chief Financial Officer
2020-03-09 update person_title Robert Miller: Member of the Operating Committee; Chief Operating Officer, Sr. Managing Director - US & EUR ECM => Chief Operating Officer; Member of the Operating Committee; Senior Managing Director
2020-03-09 update person_title Scott Zebra: Member of the Operating Committee; SVP, Operations & Administration - RJFS => Member of the Operating Committee; Senior Vice President of Operations & Administration
2020-03-09 update person_title Tarek Helal: Member of the Operating Committee; SVP, Corporate Risk Management - New Products => Member of the Operating Committee; Chief Risk Officer / Private Client Group and Asset Management
2020-03-09 update person_title Tash Elwyn: Member of the Executive Committee; President and CEO / Raymond James & Associates Private Client Group => President and Chief Executive Officer / Raymond James & Associates; Member of the Executive Committee
2020-03-09 update person_title Tracey Bustamante: Member of the Operating Committee; SVP, Communications => Senior Vice President of Corporate Communications; Member of the Operating Committee
2019-09-26 insert about_pages_linkeddomain bluematrix.com
2019-09-26 insert career_pages_linkeddomain bluematrix.com
2019-09-26 insert career_pages_linkeddomain google.com
2019-09-26 insert contact_pages_linkeddomain bluematrix.com
2019-09-26 insert directions_pages_linkeddomain bluematrix.com
2019-09-26 insert management_pages_linkeddomain bluematrix.com
2019-09-26 insert product_pages_linkeddomain bluematrix.com
2019-09-26 insert product_pages_linkeddomain google.com
2019-09-26 insert service_pages_linkeddomain bluematrix.com
2019-09-26 insert solution_pages_linkeddomain bluematrix.com
2019-09-26 insert solution_pages_linkeddomain google.com
2019-09-26 insert terms_pages_linkeddomain bluematrix.com
2019-09-26 insert terms_pages_linkeddomain google.com
2019-07-13 delete coo Dennis Zank
2019-07-13 delete otherexecutives Amara Duderstadt
2019-07-13 delete otherexecutives Dennis Zank
2019-07-13 delete otherexecutives Jeffrey E. Trocin
2019-07-13 delete otherexecutives John W. Houston
2019-07-13 insert cfo Jeffrey P. Julien
2019-07-13 insert cfo Jennifer Ackart
2019-07-13 insert chiefriskofficer George Catanese
2019-07-13 insert chro Stan Duncan
2019-07-13 insert cio Vin Campagnoli
2019-07-13 insert cmo Mike White
2019-07-13 insert coo Thom Tremaine
2019-07-13 insert evp Thom Tremaine
2019-07-13 insert investorrelations_emails in..@raymondjames.com
2019-07-13 insert otherexecutives Amanda Stevens
2019-07-13 insert otherexecutives Andy Zolper
2019-07-13 insert otherexecutives Chris Aisenbrey
2019-07-13 insert otherexecutives Chris Majeski
2019-07-13 insert otherexecutives Emma Bredin
2019-07-13 insert otherexecutives Erik Fruland
2019-07-13 insert otherexecutives Greg Rust
2019-07-13 insert otherexecutives Haig Ariyan
2019-07-13 insert otherexecutives Heather Knable
2019-07-13 insert otherexecutives Jennifer Ackart
2019-07-13 insert otherexecutives Jesse Bernhardt
2019-07-13 insert otherexecutives Jim Sickling
2019-07-13 insert otherexecutives Kim Jenson
2019-07-13 insert otherexecutives Kristie Waugh
2019-07-13 insert otherexecutives Robert Miller
2019-07-13 insert otherexecutives Scott Zebra
2019-07-13 insert otherexecutives Tarek Helal
2019-07-13 insert otherexecutives Tracey Bustamante
2019-07-13 insert personal_emails th..@raymondjames.com
2019-07-13 insert president Jeff Dowdle
2019-07-13 insert svp Jennifer Ackart
2019-07-13 delete address 55 Barn Road Suite 206 Suite 206 Lake Placid, NY 12946
2019-07-13 delete address 56 Conduit Street London W1S 2YZ
2019-07-13 delete email br..@raymondjames.com
2019-07-13 delete email he..@raymondjames.com
2019-07-13 delete investor JPMorgan Money Market Funds
2019-07-13 delete investor_pages_linkeddomain custhelp.com
2019-07-13 delete investor_pages_linkeddomain finra.org
2019-07-13 delete investor_pages_linkeddomain intralinks.com
2019-07-13 delete investor_pages_linkeddomain morgankeegan.com
2019-07-13 delete investor_pages_linkeddomain munios.com
2019-07-13 delete investor_pages_linkeddomain nyse.com
2019-07-13 delete investor_pages_linkeddomain raymondjamesbank.com
2019-07-13 delete investor_pages_linkeddomain raymondjamescm.com
2019-07-13 delete investor_pages_linkeddomain rjcapitalmarkets.com
2019-07-13 delete investor_pages_linkeddomain rjf.com
2019-07-13 delete investor_pages_linkeddomain sipc.org
2019-07-13 delete person Amara Duderstadt
2019-07-13 delete person Dennis Zank
2019-07-13 delete phone +49-89-2323-777
2019-07-13 insert address 11-12 Hanover Square London W1S 1JJ
2019-07-13 insert address 140 Avenue Louise B- 1050 Brussels, Belgium
2019-07-13 insert address 25 Ropemaker St, 13th Floor Ropemaker Place London EC2Y 9LY
2019-07-13 insert email am..@longrunwealth.com
2019-07-13 insert email br..@raymondjames.com
2019-07-13 insert email ch..@raymondjames.com
2019-07-13 insert email in..@raymondjames.com
2019-07-13 insert email je..@raymondjames.com
2019-07-13 insert email ka..@longrunwealth.com
2019-07-13 insert email th..@raymondjames.com
2019-07-13 insert person Amanda Stevens
2019-07-13 insert person Andy Zolper
2019-07-13 insert person Bryan Kilbane
2019-07-13 insert person Chris Aisenbrey
2019-07-13 insert person Chris Majeski
2019-07-13 insert person Emma Bredin
2019-07-13 insert person Erik Fruland
2019-07-13 insert person George Catanese
2019-07-13 insert person Greg Rust
2019-07-13 insert person Haig Ariyan
2019-07-13 insert person Heather Knable
2019-07-13 insert person Jennifer Ackart
2019-07-13 insert person Jesse Bernhardt
2019-07-13 insert person Jim Sickling
2019-07-13 insert person Kaila E. Collins
2019-07-13 insert person Kim Jenson
2019-07-13 insert person Kristie Waugh
2019-07-13 insert person Mike White
2019-07-13 insert person Robert Miller
2019-07-13 insert person Scott Zebra
2019-07-13 insert person Stan Duncan
2019-07-13 insert person Tarek Helal
2019-07-13 insert person Thom Tremaine
2019-07-13 insert person Tracey Bustamante
2019-07-13 insert phone +32-2896-6511
2019-07-13 insert phone +49-89-2323-7770
2019-07-13 insert phone 727.567.7654
2019-07-13 update person_title Alex. Brown: Independent Employee; Independent Employee / Back => Employee Select Advisor / Back; Employee Select Advisor
2019-07-13 update person_title Brian Lynch: Vice President, Asset Management / Raymond James Tax Credit Funds => Senior Vice President, Portfolio Asset Management / Raymond James Tax Credit Funds
2019-07-13 update person_title Gordon E. Marshall: Western Division; VP, Western Division Director / Institutional Business Development => VP, Western and Central Division Director
2019-07-13 update person_title James E. Bunn: Co - President / Global Equities; Member of the Executive Committee; Member of the Leadership Team => President of Global Equities and Investment Banking / Raymond James & Associates; Member of the Executive Committee
2019-07-13 update person_title James Horvick: Vice President and Director of Originations / Raymond James Tax Credit Funds => Senior Vice President, Acquisitions and Institutional Investments / Raymond James Tax Credit Funds
2019-07-13 update person_title Jeff Dowdle: President / Asset Management Group; Member of the Executive Committee; Member of the Leadership Team => Member of the Executive Committee; Chief Administrative Officer; President
2019-07-13 update person_title Jeffrey E. Trocin: Co - President / Global Equities; Member of the Executive Committee; Member of the Leadership Team => Vice Chairman of the Executive Committee
2019-07-13 update person_title Jeffrey P. Julien: Executive Vice President, Finance Chief Financial Officer and Treasurer; Member of the Executive Committee; Member of the Leadership Team => Member of the Executive Committee; Executive Vice President, Finance; Chief Financial Officer
2019-07-13 update person_title Jodi Perry: Regional Director => Member of the Executive Committee; President / Independent Contractor Division, Raymond James Financial Services
2019-07-13 update person_title John W. Houston: Division Director => VP, Eastern Division Director
2019-07-13 update person_title Jon DeMayo: Business Development Specialist => Business Development Specialist / Eastern Division
2019-07-13 update person_title Matthew Mehltretter: Regional Manager => VP, Western Division Director
2019-07-13 update person_title Oliver Mansour: Assistant Division Director, Relationship Management => Assistant Division Director / Eastern Division
2019-07-13 update person_title Sam Nasser: VP, Western Division Director => VP, Central Division Director
2019-07-13 update person_title Sean Jones: Director of Acquisitions, Coastal / Raymond James Tax Credit Funds => Vice President and Director of Acquisitions, Coastal / Raymond James Tax Credit Funds
2019-07-13 update person_title Thomas G. Poole: VP, Eastern Division Director / Institutional Business Development; Eastern Division => VP, Division Director / Institutional Business Development; Business Development Team
2019-07-13 update person_title Vin Campagnoli: Named 2017 Public Firm CIO of the Year => Named 2017 Public Firm CIO of the Year; Chief Information Officer
2018-08-02 delete president Scott Curtis
2018-08-02 insert otherexecutives Anne Gates
2018-08-02 insert otherexecutives Glenn Flego
2018-08-02 insert otherexecutives James E. Bunn
2018-08-02 insert otherexecutives Kristine Bergin
2018-08-02 insert otherexecutives Patrick Bressler
2018-08-02 delete address 2047 Saranac Avenue Suite 201 Lake Placid, NY 12946
2018-08-02 delete address 5847 San Felipe Street Suite 4300 Houston, TX 77057
2018-08-02 delete email me..@longrunwealth.com
2018-08-02 delete fax 518.302.5542
2018-08-02 delete person Allen Lassiter
2018-08-02 delete person Alper Cetingok
2018-08-02 delete person Brad Butcher
2018-08-02 delete person Charles Uhrig
2018-08-02 delete person Chip Grayson
2018-08-02 delete person David Castagna
2018-08-02 delete person David Clark
2018-08-02 delete person Gary Downing
2018-08-02 delete person J. Davenport Mosby III
2018-08-02 delete person James Graff
2018-08-02 delete person Jeff Maxwell
2018-08-02 delete person John Hagan
2018-08-02 delete person Joseph H. Estes
2018-08-02 delete person Kent Nelson
2018-08-02 delete person Megan Gardiner
2018-08-02 delete person Melville D. Mummert
2018-08-02 delete person Michael Ames
2018-08-02 delete person Raj Singh
2018-08-02 delete person Riley Sweat
2018-08-02 delete person Scott Garfinkel
2018-08-02 delete person Tom Mullins
2018-08-02 delete person Vivek Seth
2018-08-02 delete phone +1.303.200.5557
2018-08-02 delete phone +1.410.525.5184
2018-08-02 delete phone +1.615.645.6700
2018-08-02 delete phone +1.617.624.7000
2018-08-02 delete phone +1.650.233.3745
2018-08-02 delete phone +1.800.393.1314
2018-08-02 delete phone +1.800.677.7748
2018-08-02 delete phone +1.888.477.6451
2018-08-02 delete phone +1.888.545.6624
2018-08-02 delete phone +1.919.424.0108
2018-08-02 delete phone +44 (0)20 3798 3000
2018-08-02 delete phone +44 (0)20 3798 5600
2018-08-02 delete phone +49.69.2475.689.383
2018-08-02 delete phone 011-33-1-456-16499
2018-08-02 delete phone 206.602.2914
2018-08-02 delete phone 49-89-23-23-77-70
2018-08-02 delete phone 518.302.5191
2018-08-02 delete phone 518.302.5542
2018-08-02 delete phone 713.840.3610
2018-08-02 delete phone 727.567.2588
2018-08-02 delete phone 843.448.7432
2018-08-02 insert address 221 West 6th Street Suite 1310 Austin, TX 78701
2018-08-02 insert address 55 Barn Road Suite 206 Suite 206 Lake Placid, NY 12946
2018-08-02 insert address 55 Barn Road Suite 206 Lake Placid, NY 12946
2018-08-02 insert address 56 Conduit Street London W1S 2YZ
2018-08-02 insert address Taunustor 1 60310 Frankfurt, Germany
2018-08-02 insert fax 518.375.8266
2018-08-02 insert person Anne Gates
2018-08-02 insert person Brent Phillips
2018-08-02 insert person Casey Van de Walle
2018-08-02 insert person Kristine Bergin
2018-08-02 insert person Oliver Mansour
2018-08-02 insert person Patrick Bressler
2018-08-02 insert person Tammie Gasparino
2018-08-02 insert person Thomas Swim
2018-08-02 insert person Vin Campagnoli
2018-08-02 insert phone +44-203-798-3000
2018-08-02 insert phone +44-203-798-5600
2018-08-02 insert phone +44-203-798-5700
2018-08-02 insert phone +49-69-219-337-0
2018-08-02 insert phone +49-89-2323-777
2018-08-02 insert phone 512.226.7083
2018-08-02 insert phone 518.375.8266
2018-08-02 insert phone 518.523.8050
2018-08-02 insert phone 727-567-1171
2018-08-02 insert phone 727.567.3784
2018-08-02 insert phone 727.567.5788
2018-08-02 insert phone 727.567.6346
2018-08-02 insert phone 833-462-0720
2018-08-02 insert phone 843.742.5278
2018-08-02 update person_title Amanda Verner Thompson: Senior Vice President / New York => Senior Vice President / Baltimore
2018-08-02 update person_title Dan Wendle: Institutional Investment; Vice President and Director of Acquisitions, West / Raymond James Tax Credit Funds; Back => Vice President and Director of Acquisitions, West / Raymond James Tax Credit Funds / West
2018-08-02 update person_title Glenn Flego: Regional Director, Northeast Region / Investment => Regional Director
2018-08-02 update person_title James Dunton: Vice President, Managing Director of Acquisitions, Midwest / Raymond James Tax Credit Funds; Back => Vice President, Managing Director of Acquisitions, Midwest / Raymond James Tax Credit Funds / Midwest
2018-08-02 update person_title James E. Bunn: Investment Banking Management; Senior Managing Director, Head of Investment Banking / St. Petersburg => Co - President / Global Equities; Member of the Executive Committee; Member of the Leadership Team
2018-08-02 update person_title Jeffrey E. Trocin: Member of the Executive Committee; President / Global Equities Investment Banking; Member of the Leadership Team => Co - President / Global Equities; Member of the Executive Committee; Member of the Leadership Team
2018-08-02 update person_title John Colvin: Vice President, Managing Director of Acquisitions, Southeast / Raymond James Tax Credit Funds; Back => Vice President, Managing Director of Acquisitions, Southeast / Raymond James Tax Credit Funds / Southeast
2018-08-02 update person_title Kevin Kilbane: Vice President and Managing Director of Acquisitions, West / Raymond James Tax Credit Funds; Managing Director of West Coast Acquisitions; Back => Vice President and Managing Director of Acquisitions, West / Raymond James Tax Credit Funds / West
2018-08-02 update person_title Mary Beth Sebesta: Regional Management Liaison => Regional Operations Consultant
2018-08-02 update person_title Natalie Wabich: Senior Vice President, Healthcare Finance Specialist; Senior Vice President, Healthcare Finance Specialist / Chicago => Senior Vice President / Chicago
2018-08-02 update person_title Richard J. Lorenti: Managing Director / New York => Managing Director, Co - Head of Healthcare Finance / New York
2018-08-02 update person_title Scott Curtis: Back; Member of the Executive Committee; Member of the Leadership Team; President => President / Private Client Group; Member of the Executive Committee; Member of the Leadership Team
2018-08-02 update person_title Tash Elwyn: President / Raymond James & Associates Private Client Group; Member of the Executive Committee; Member of the Leadership Team => Member of the Executive Committee; President and CEO / Raymond James & Associates Private Client Group; Member of the Leadership Team
2018-08-02 update person_title Todd Gartrell: Assistant Regional Director => Regional Director