| Date | Description |
|---|
| 2024-04-07 |
update accounts_last_madeup_date 2021-12-31 => 2022-12-31 |
| 2024-04-07 |
update accounts_next_due_date 2023-09-30 => 2024-09-30 |
| 2024-03-23 |
delete person Ashley Dunbar |
| 2024-03-23 |
delete person Brad Dunn |
| 2024-03-23 |
delete person Grace Donohue |
| 2024-03-23 |
delete person Ian McAbeer |
| 2024-03-23 |
delete person Kristin Allender |
| 2024-03-23 |
delete person Matthew Bailey |
| 2024-03-23 |
delete person Mick Dillon |
| 2024-03-23 |
delete source_ip 104.18.12.44 |
| 2024-03-23 |
delete source_ip 104.18.13.44 |
| 2024-03-23 |
insert person Anne Bartlett |
| 2024-03-23 |
insert person Archie Comyns |
| 2024-03-23 |
insert person Conner Alberry |
| 2024-03-23 |
insert person Dan Green |
| 2024-03-23 |
insert person Drew Charlton |
| 2024-03-23 |
insert person Jack Donahue |
| 2024-03-23 |
insert person Mike Barillo |
| 2024-03-23 |
insert person Sara King |
| 2024-03-23 |
insert person Stephanie Martinez |
| 2024-03-23 |
insert person Trey Amend |
| 2024-03-23 |
insert source_ip 104.18.14.219 |
| 2024-03-23 |
insert source_ip 104.18.15.219 |
| 2024-03-23 |
update person_title Angelina Choi: Portfolio Analyst, Sustainable Investing => Portfolio Analyst |
| 2024-03-23 |
update person_title Ayan Adu: Private Client Relationship Associate => Private Client Senior Relationship Associate |
| 2024-03-23 |
update person_title Erin Lujan: Private Client Senior Relationship Associate => Private Client Senior Relationship Advisor |
| 2024-03-23 |
update person_title Katherine Kroll: Member of the Leadership Team; Director of Equity ESG Research and Strategy => Director of Equity Research, Sustainable Investing; Member of the Leadership Team |
| 2024-03-23 |
update person_title Lisa Fillingame Abraham: Director of Fixed Income ESG Research => Director of Fixed Income Research, Sustainable Investing |
| 2024-03-23 |
update person_title Michael Ayer: ESG Equity Research Analyst => Equity Research Analyst |
| 2024-03-23 |
update person_title Olivia Burke: Portfolio Analyst => Associate Portfolio Manager |
| 2024-03-23 |
update person_title Peggy Adams: CEO, FCLTGlobal => Trustee, Brown Advisory Funds |
| 2024-03-23 |
update person_title Toshiyuki Murasawa: Head of Tokyo Offic => Head of Japanese Distribution |
| 2024-03-23 |
update person_title Ty Andrews: Fixed Income Associate Portfolio Manager, Trader => Associate Portfolio Manager, Trader |
| 2023-10-12 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/22 |
| 2023-10-06 |
delete person Victoria Avara |
| 2023-10-06 |
insert person Chris Bartlett |
| 2023-10-06 |
insert person Samuel Blitzer |
| 2023-10-06 |
update person_title Augusta Codrington: Institutional Client Service => Institutional Relationship Manager |
| 2023-10-06 |
update person_title Jillian Alm: Operations; Institutional Relationship Manager => Institutional Relationship Manager |
| 2023-09-19 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 06/09/23, NO UPDATES |
| 2023-09-03 |
delete person Drew Palmer |
| 2023-09-03 |
delete person Emily Dwyer |
| 2023-09-03 |
delete person JJ Baylin |
| 2023-09-03 |
delete person Jonathan Gardner |
| 2023-09-03 |
delete person Sandy Lowden |
| 2023-09-03 |
insert person Ben Bayat |
| 2023-09-03 |
insert person Chelsea Jackson |
| 2023-09-03 |
insert person Katherine Ahlgren |
| 2023-09-03 |
insert person Stephanie Strickland |
| 2023-09-03 |
update person_title Ashley Webb: Business Analyst, and Craig Standish, Strategic Advisor and Head of the Boston Office; Director of Analytical Investment Risk and Analytics, and Craig Standish, Strategic Advisor and Head of the Boston Office => Business Analyst, and Craig Standish, Strategic Advisor and Head of the Boston Office |
| 2023-09-03 |
update person_title Chris Barrow: Institutional Relationship Associate => Senior Institutional Relationship Associate |
| 2023-09-03 |
update person_title Christina Robinson: Office Coordinator => Senior Office Solutions Associate |
| 2023-09-03 |
update person_title Dominic DiFebo: Private Client Portfolio Manager => Portfolio Manager |
| 2023-09-03 |
update person_title Jillian Alm: Operations; Trade Support Specialist => Operations; Institutional Relationship Manager |
| 2023-09-03 |
update person_title Victor Abiamiri: Co - Head of Baltimore Private Client => Portfolio Manager & Co - Head of Baltimore Private Client |
| 2023-08-02 |
delete address 125 S. Highway 101
Solana Beach, CA 92075 |
| 2023-08-02 |
delete person Anne Bartlett |
| 2023-08-02 |
delete person Debra Alvarado |
| 2023-08-02 |
insert address 1596 N Coast Hwy 101
Encinitas, CA 92024 |
| 2023-08-02 |
insert person Peggy Adams |
| 2023-08-02 |
update person_title Brett Gibson: Head of Washington Offic => Chief Operating Officer of U.S. Private Client, Endowments and Foundations |
| 2023-08-02 |
update person_title Danielle Long: Private Client Relationship Associate => Portfolio Analyst |
| 2023-08-02 |
update person_title Elise Liberto: Private Equity Portfolio Manager => Managing Director of Private Investments; Member of the Leadership Team |
| 2023-08-02 |
update person_title JJ Baylin: Private Equity Portfolio Manager => Managing Director of Private Investments |
| 2023-08-02 |
update person_title Tom Curtis: Strategic Advisor, Head of the Nashville Office => Senior Advisor, Head of the Nashville Office |
| 2023-08-02 |
update person_title Victor Abiamiri: Portfolio Manager => Co - Head of Baltimore Private Client |
| 2023-06-30 |
delete person Chris Bartlett |
| 2023-06-30 |
delete person Matt Curbow |
| 2023-06-30 |
insert person Anne Bartlett |
| 2023-06-30 |
insert person Ian McAbeer |
| 2023-06-30 |
update person_title Ashley Webb: Business Analyst, and Craig Standish, Strategic Advisor and Head of the Boston Office => Business Analyst, and Craig Standish, Strategic Advisor and Head of the Boston Office; Director of Analytical Investment Risk and Analytics, and Craig Standish, Strategic Advisor and Head of the Boston Office |
| 2023-06-30 |
update person_title Debbie Bartz: Administrative Assistant => Executive Assistant |
| 2023-06-30 |
update person_title Jonathan Levy: Portfolio Manager => Client Advisor |
| 2023-05-29 |
delete address 5404 Wisconsin Avenue
Suite 1000
Chevy Chase, MD 20815 |
| 2023-05-29 |
delete address Singapore Land Tower, 37th Floor Suite 01A
50 Raffles Place, Singapore
048623 |
| 2023-05-29 |
delete person Anders Peterson |
| 2023-05-29 |
delete person Ethan Berkwits |
| 2023-05-29 |
delete person Megan Curran |
| 2023-05-29 |
insert address 1801 Pennsylvania Avenue NW
Suite 1300
Washington, DC 20006 |
| 2023-05-29 |
insert address 6 Battery Road, Level 42
Singapore
049909 |
| 2023-05-29 |
insert address Level 3, Marunouchi Nijubashi Building 2-2, Marunouchi 3-chome Chiyoda-ku
Tokyo 100-0005 Japan |
| 2023-05-29 |
insert person Brad Dunn |
| 2023-05-29 |
insert person Emily Dwyer |
| 2023-05-29 |
insert person Jonathan Price |
| 2023-05-29 |
insert person Tom Curtis |
| 2023-05-29 |
update person_title Brett Gibson: Head of Washington Office & Managing Partner of NextGen Venture Partners => Head of Washington Offic |
| 2023-04-13 |
delete address 117 South 14th Street
Suite 300
Richmond, VA 23219 |
| 2023-04-13 |
delete address 125 S. Highway 11
Solana Beach, CA 92075 |
| 2023-04-13 |
delete person Anne Bartlett |
| 2023-04-13 |
insert address 125 S. Highway 101
Solana Beach, CA 92075 |
| 2023-04-13 |
insert address 424 Hull Street
Suite 301
Richmond, VA 23224 |
| 2023-04-13 |
insert person Janet Trell |
| 2023-04-13 |
update person_title Chris Bartlett: CIO for Investment Risk and Business Strategy => CIO for Investment Risk & Co - Head of Institutional Business |
| 2023-03-13 |
delete person Joe McCusker |
| 2023-03-13 |
insert person Ben Wagner |
| 2023-03-13 |
insert person Kenneth Coe III |
| 2023-03-13 |
update person_title Chris Chalke: Client Service Practice Lead; Member of the Portfolio Management Team => Member of the Portfolio Management Team; Head of Client Service |
| 2023-03-13 |
update person_title Michael Bailey: Pricing and Reference Data Manager => Institutional Portfolio Analyst and Trade Support Manager |
| 2023-02-09 |
delete person Ben Wagner |
| 2023-02-09 |
delete person Brad Dunn |
| 2023-02-09 |
delete person Bridget Fitzgerald |
| 2023-02-09 |
delete person Chris Bartlett |
| 2023-02-09 |
delete person Laetitia Dodds |
| 2023-02-09 |
delete person Matt Fleming |
| 2023-02-09 |
insert person Anna Clark |
| 2023-02-09 |
insert person Danielle Long |
| 2023-02-09 |
insert person Debra Alvarado |
| 2023-02-09 |
insert person Francis Brown |
| 2023-02-09 |
insert person Natalie Savaiko |
| 2023-02-09 |
insert person Olivia Burke |
| 2023-02-09 |
insert person Samuel Byrne |
| 2023-02-09 |
update person_title Angelina Choi: Portfolio Analyst => Portfolio Analyst, Sustainable Investing |
| 2023-02-09 |
update person_title Ashley Dunbar: Portfolio Analyst => Associate Portfolio Manager |
| 2023-02-09 |
update person_title Beatrice H.M. Hollond: Director, Chairman of the Compensation Committee; Member of the Leadership Team => Director, Brown Advisory Inc.; Member of the Leadership Team |
| 2023-02-09 |
update person_title Colin Chandler: Portfolio Analyst => Associate Portfolio Manager |
| 2023-02-09 |
update person_title Faiza Jooma: Private Client Relationship Associate => Private Client Senior Relationship Associate |
| 2023-02-09 |
update person_title Kathryn Anderson: Administrative Assistant => Executive Assistant |
| 2023-02-09 |
update person_title Matthew DiCenso: Portfolio Analyst; Member of the Portfolio Management Team => Associate Portfolio Manager; Member of the Portfolio Management Team |
| 2023-02-09 |
update person_title Mia Antonelli: Private Client Tax Associate => Private Client Senior Tax Associate |
| 2023-02-09 |
update person_title Rhonda Ambler: Administrative Assistant => Senior Office Solutions Associate |
| 2023-02-09 |
update person_title Robert LeBlanc: Private Client Relationship Associate => Private Client Senior Relationship Associate |
| 2023-02-09 |
update person_title Samuel Archer: Senior Institutional Operations Analyst => Senior Institutional Operations Specialist |
| 2023-02-09 |
update person_title Will Ball: Portfolio Analyst => Associate Portfolio Manager |
| 2023-01-08 |
delete person Ashley Oliveira |
| 2023-01-08 |
delete person Benjamin H. Griswold, IV |
| 2023-01-08 |
delete person Glenn R. Martin |
| 2023-01-08 |
delete person Howard E. Cox |
| 2023-01-08 |
delete person John O. Downing |
| 2023-01-08 |
delete person Walter D. Pinkard |
| 2023-01-08 |
delete person William C. Baker |
| 2023-01-08 |
insert person Quinn Straayer |
| 2023-01-08 |
update person_title Michael Ayer: Institutional Portfolio Team Lead => Operations |
| 2023-01-08 |
update person_title Stuart B. Dorsett: Member of the Portfolio Management Team; Co - Head of Strategic Advisory Head of Carolinas Office => Chief Strategic Advisory Officer Head of Carolinas Office; Member of the Portfolio Management Team |
| 2022-12-08 |
delete person Michelle McCoy |
| 2022-12-08 |
delete source_ip 104.17.62.71 |
| 2022-12-08 |
delete source_ip 104.17.63.71 |
| 2022-12-08 |
insert person Carey Buxton |
| 2022-12-08 |
insert person Lindsay McDonough |
| 2022-12-08 |
insert source_ip 104.18.12.44 |
| 2022-12-08 |
insert source_ip 104.18.13.44 |
| 2022-11-06 |
delete associated_investor Calera Capital |
| 2022-11-06 |
delete associated_investor Draper Fisher Jurvetson |
| 2022-11-06 |
delete email ao..@brownadvisory.com |
| 2022-11-06 |
delete email el..@brownadvisory.com |
| 2022-11-06 |
delete person Adam King |
| 2022-11-06 |
delete person Alexander "Shooter" Starr |
| 2022-11-06 |
delete person Ali Bayler |
| 2022-11-06 |
delete person Angela Schulist |
| 2022-11-06 |
delete person Ashley Oliveira |
| 2022-11-06 |
delete person B. Wistar Morris III |
| 2022-11-06 |
delete person Cole Wujek |
| 2022-11-06 |
delete person Damon Gooch |
| 2022-11-06 |
delete person Denise Findley |
| 2022-11-06 |
delete person Eleanor Smith |
| 2022-11-06 |
delete person Eric Johnson |
| 2022-11-06 |
delete person Estie White |
| 2022-11-06 |
delete person Henry Cornelson |
| 2022-11-06 |
delete person Janice Roberts |
| 2022-11-06 |
delete person Jawed Sakhi |
| 2022-11-06 |
delete person Jennifer Bixler |
| 2022-11-06 |
delete person Joann Kitchen |
| 2022-11-06 |
delete person Lesley Rogers |
| 2022-11-06 |
delete person Lucas Fisher |
| 2022-11-06 |
delete person Manav Kapoor |
| 2022-11-06 |
delete person Micah McDonald |
| 2022-11-06 |
delete person Michael Barillo IV |
| 2022-11-06 |
delete person Olivia Brown |
| 2022-11-06 |
delete person Pavi Sandeep |
| 2022-11-06 |
delete person Pritika Tiwari |
| 2022-11-06 |
delete person Reed Hurt |
| 2022-11-06 |
delete person Reena Thadhani |
| 2022-11-06 |
delete person Sean Meehan |
| 2022-11-06 |
delete person Sophie Stone |
| 2022-11-06 |
delete person Timothy Prenger |
| 2022-11-06 |
delete person Will Kneeshaw |
| 2022-11-06 |
delete person William Mott |
| 2022-11-06 |
delete person William Pollard-Clark |
| 2022-11-06 |
delete person Yun Mandernach |
| 2022-11-06 |
insert person Chris Bartlett |
| 2022-11-06 |
insert person Matt Fleming |
| 2022-11-06 |
update person_description Anders Peterson => Anders Peterson |
| 2022-11-06 |
update person_description Carter Furr Jr. => Carter Furr Jr. |
| 2022-11-06 |
update person_description Chris Barrow => Chris Barrow |
| 2022-11-06 |
update person_description Colleen Canonico => Colleen Canonico |
| 2022-11-06 |
update person_description Craig Martin => Craig Martin |
| 2022-11-06 |
update person_description Elizabeth Leary => Elizabeth Leary |
| 2022-11-06 |
update person_description Erin Lujan => Erin Lujan |
| 2022-11-06 |
update person_description Evan Boden => Evan Boden |
| 2022-11-06 |
update person_description Faiza Jooma => Faiza Jooma |
| 2022-11-06 |
update person_description Grace Donohue => Grace Donohue |
| 2022-11-06 |
update person_description Jonathan Gardner => Jonathan Gardner |
| 2022-11-06 |
update person_description Kate Cavin => Kate Cavin |
| 2022-11-06 |
update person_description Kosta Stathopoulos => Kosta Stathopoulos |
| 2022-11-06 |
update person_description Lily Andersson => Lily Andersson |
| 2022-11-06 |
update person_description Michelle (Miller) McCoy => Michelle McCoy |
| 2022-11-06 |
update person_description Mick Dillon => Mick Dillon |
| 2022-11-06 |
update person_description Monica Malishchak => Monica Malishchak |
| 2022-11-06 |
update person_description Priyanka Agnihotri => Priyanka Agnihotri |
| 2022-11-06 |
update person_description Rhonda Ambler => Rhonda Ambler |
| 2022-11-06 |
update person_description Rose Bennetch => Rose Bennetch |
| 2022-11-06 |
update person_description Sandy Lowden => Sandy Lowden |
| 2022-11-06 |
update person_description Teague Avey => Teague Avey |
| 2022-11-06 |
update person_description Weyman Gong => Weyman Gong |
| 2022-11-06 |
update person_description William Manning => William Manning |
| 2022-11-06 |
update person_title Jillian Alm: Senior Trade Support Analyst => Trade Support Specialist |
| 2022-11-06 |
update person_title Joe McCusker: Senior Business Intelligence Analyst => Portfolio Analyst |
| 2022-11-06 |
update person_title Jonathan Gardner: Cash Management Analyst => Senior Cash Management Analyst |
| 2022-11-06 |
update person_title Michelle McCoy: null => Private Client Senior Relationship Associate, Family Office |
| 2022-10-06 |
delete person Brian Vitrano |
| 2022-10-06 |
delete person Ian McAbeer |
| 2022-10-06 |
delete person Jillian Pruner |
| 2022-10-06 |
delete person Neil D'Anniballe |
| 2022-10-06 |
insert address 1222 Demonbreun Street
Suite 1435
Nashville, TN 37203 |
| 2022-10-06 |
insert person Bridget Fitzgerald |
| 2022-10-06 |
insert person Cole Wujek |
| 2022-10-06 |
insert person David Robinson |
| 2022-10-06 |
update person_description Evan Boden => Evan Boden |
| 2022-09-13 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 06/09/22, NO UPDATES |
| 2022-09-05 |
delete person David Robinson |
| 2022-09-05 |
delete person Tiffany Hawley |
| 2022-09-05 |
insert address 125 S. Highway 11
Solana Beach, CA 92075 |
| 2022-09-05 |
insert alias Brown Brothers Harriman |
| 2022-09-05 |
insert associated_investor Calera Capital |
| 2022-09-05 |
insert email ao..@brownadvisory.com |
| 2022-09-05 |
insert email el..@brownadvisory.com |
| 2022-09-05 |
insert person Alexander "Shooter" Starr |
| 2022-09-05 |
insert person Ali Bayler |
| 2022-09-05 |
insert person Angela Schulist |
| 2022-09-05 |
insert person Brian Vitrano |
| 2022-09-05 |
insert person Carly Weinstein |
| 2022-09-05 |
insert person Damon Gooch |
| 2022-09-05 |
insert person Doug Eu |
| 2022-09-05 |
insert person Eleanor Smith |
| 2022-09-05 |
insert person Estie White |
| 2022-09-05 |
insert person Gustavo Revkolevsky |
| 2022-09-05 |
insert person Heather Wang |
| 2022-09-05 |
insert person Henry Cornelson |
| 2022-09-05 |
insert person Jawed Sakhi |
| 2022-09-05 |
insert person Jennifer Bixler |
| 2022-09-05 |
insert person Jillian Pruner |
| 2022-09-05 |
insert person Lesley Rogers |
| 2022-09-05 |
insert person Lucas Fisher |
| 2022-09-05 |
insert person Manav Kapoor |
| 2022-09-05 |
insert person Micah McDonald |
| 2022-09-05 |
insert person Morgan Kinsey |
| 2022-09-05 |
insert person Naomi Peng |
| 2022-09-05 |
insert person Neil D'Anniballe |
| 2022-09-05 |
insert person Nicoletti Frank |
| 2022-09-05 |
insert person Pavi Sandeep |
| 2022-09-05 |
insert person Pritika Tiwari |
| 2022-09-05 |
insert person Reena Thadhani |
| 2022-09-05 |
insert person Sean Meehan |
| 2022-09-05 |
insert person Sophie Stone |
| 2022-09-05 |
insert person Timothy Prenger |
| 2022-09-05 |
insert person Will Kneeshaw |
| 2022-09-05 |
insert person William Pollard-Clark |
| 2022-09-05 |
insert person Yun Mandernach |
| 2022-09-05 |
update person_description Adam King => Adam King |
| 2022-09-05 |
update person_description Anders Peterson => Anders Peterson |
| 2022-09-05 |
update person_description Ashley Oliveira => Ashley Oliveira |
| 2022-09-05 |
update person_description Campbell Donley => Campbell Donley |
| 2022-09-05 |
update person_description Carter Furr Jr. => Carter Furr Jr. |
| 2022-09-05 |
update person_description Chris Barrow => Chris Barrow |
| 2022-09-05 |
update person_description Colleen Canonico => Colleen Canonico |
| 2022-09-05 |
update person_description Elizabeth Leary => Elizabeth Leary |
| 2022-09-05 |
update person_description Eric Johnson => Eric Johnson |
| 2022-09-05 |
update person_description Erin Lujan => Erin Lujan |
| 2022-09-05 |
update person_description Eunbie Coe => Eunbie Coe |
| 2022-09-05 |
update person_description Faiza Jooma => Faiza Jooma |
| 2022-09-05 |
update person_description Garritt Conover => Garritt Conover |
| 2022-09-05 |
update person_description Grace Donohue => Grace Donohue |
| 2022-09-05 |
update person_description Janice Roberts => Janice Roberts |
| 2022-09-05 |
update person_description Joann Kitchen => Joann Kitchen |
| 2022-09-05 |
update person_description Jonathan Gardner => Jonathan Gardner |
| 2022-09-05 |
update person_description Kate Cavin => Kate Cavin |
| 2022-09-05 |
update person_description Kosta Stathopoulos => Kosta Stathopoulos |
| 2022-09-05 |
update person_description Lily Andersson => Lily Andersson |
| 2022-09-05 |
update person_description Michelle Ferguson => Michelle Ferguson |
| 2022-09-05 |
update person_description Mick Dillon => Mick Dillon |
| 2022-09-05 |
update person_description Monica Malishchak => Monica Malishchak |
| 2022-09-05 |
update person_description Priyanka Agnihotri => Priyanka Agnihotri |
| 2022-09-05 |
update person_description Reed Hurt => Reed Hurt |
| 2022-09-05 |
update person_description Rhonda Ambler => Rhonda Ambler |
| 2022-09-05 |
update person_description Rose Bennetch => Rose Bennetch |
| 2022-09-05 |
update person_description Sandy Lowden => Sandy Lowden |
| 2022-09-05 |
update person_description Teague Avey => Teague Avey |
| 2022-09-05 |
update person_description Weyman Gong => Weyman Gong |
| 2022-09-05 |
update person_description William Manning => William Manning |
| 2022-09-05 |
update person_description William Mott => William Mott |
| 2022-09-05 |
update person_title Amanda Ator: Private Client Relationship Associate => Private Client Senior Relationship Associate |
| 2022-09-05 |
update person_title Ayan Adu: Private Client Relationship Analyst => Private Client Relationship Associate |
| 2022-09-05 |
update person_title Elizabeth Leary: Private Client Accounting Associate, Family Office => Private Client Senior Accounting Associate, Family Office |
| 2022-09-05 |
update person_title Erin Lujan: Private Client Relationship Associate => Client Senior Relationship Associate; Private Client Senior Relationship Associate |
| 2022-09-05 |
update person_title Ethan Berkwits: Director of Sustainable Investing Messaging => Senior Content Strategist, Sustainable Investing / Accounting & Finance |
| 2022-09-05 |
update person_title Faiza Jooma: Private Client Relationship Analyst => Private Client Relationship Associate |
| 2022-09-05 |
update person_title Grace Donohue: Member of the Portfolio Management Team; Private Client Relationship Analyst => Private Client Relationship Associate; Member of the Portfolio Management Team |
| 2022-09-05 |
update person_title Jordan Eggleston: Private Client Relationship Analyst, Family Office => Private Client Relationship Associate, Family Office |
| 2022-09-05 |
update person_title Kosta Stathopoulos: US Institutional Business Development & Consultant Relations => Consultant Relations Team for Brown Advisory 's Institutional Business |
| 2022-09-05 |
update person_title Lily Andersson: Private Client Relationship Analyst => Private Client Relationship Associate |
| 2022-09-05 |
update person_title Olivia Brown: Private Client Relationship Analyst => Private Client Relationship Associate |
| 2022-09-05 |
update person_title Robert LeBlanc: Private Client Relationship Analyst => Private Client Relationship Associate |
| 2022-09-05 |
update person_title Sandy Lowden: Endowments & Foundations Relationship Analyst => Client Service Relationship Associate; Endowments & Foundations Relationship Associate |
| 2022-09-05 |
update person_title Stephanie Howard: Private Client Accounting Analyst, Family Office => Private Client Accounting Associate, Family Office |
| 2022-09-05 |
update person_title Steven Borsje: Business Analyst => Finance Business Partner |
| 2022-08-07 |
update accounts_last_madeup_date 2020-12-31 => 2021-12-31 |
| 2022-08-07 |
update accounts_next_due_date 2022-09-30 => 2023-09-30 |
| 2022-08-06 |
delete contact_pages_linkeddomain artseveryday.org |
| 2022-08-06 |
delete contact_pages_linkeddomain backonmyfeet.org |
| 2022-08-06 |
delete contact_pages_linkeddomain baltimorepride.org |
| 2022-08-06 |
delete contact_pages_linkeddomain baltimorewaterfront.com |
| 2022-08-06 |
delete contact_pages_linkeddomain catholiccharities-md.org |
| 2022-08-06 |
delete contact_pages_linkeddomain cbf.org |
| 2022-08-06 |
delete contact_pages_linkeddomain convio.net |
| 2022-08-06 |
delete contact_pages_linkeddomain cycleforsurvival.org |
| 2022-08-06 |
delete contact_pages_linkeddomain diabetes.org |
| 2022-08-06 |
delete contact_pages_linkeddomain familytreemd.org |
| 2022-08-06 |
delete contact_pages_linkeddomain foodbanknyc.org |
| 2022-08-06 |
delete contact_pages_linkeddomain habitatncc.org |
| 2022-08-06 |
delete contact_pages_linkeddomain investgirls.org |
| 2022-08-06 |
delete contact_pages_linkeddomain jpmorganchasecc.com |
| 2022-08-06 |
delete contact_pages_linkeddomain lungevity.org |
| 2022-08-06 |
delete contact_pages_linkeddomain parksandpeople.org |
| 2022-08-06 |
delete contact_pages_linkeddomain pattersonpark.com |
| 2022-08-06 |
delete contact_pages_linkeddomain resurgo.org.uk |
| 2022-08-06 |
delete contact_pages_linkeddomain triangleland.org |
| 2022-08-06 |
delete person Aaron Giannangeli |
| 2022-08-06 |
delete person Baltimore Pride |
| 2022-08-06 |
delete person Quinn Straayer |
| 2022-08-06 |
insert person Will Henderson |
| 2022-08-06 |
insert person William Manning |
| 2022-07-19 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/21 |
| 2022-07-06 |
delete career_pages_linkeddomain baltimorewaterfront.com |
| 2022-07-06 |
delete person Alice S. Paik |
| 2022-07-06 |
delete person James Davie |
| 2022-07-06 |
delete person Jordan Boxer |
| 2022-07-06 |
delete person Juliana Bambaci |
| 2022-07-06 |
delete person Michael Aldrich |
| 2022-07-06 |
delete person Sarah Richardson |
| 2022-07-06 |
insert person Anne Bartlett |
| 2022-07-06 |
insert person Atte Enyenihi |
| 2022-07-06 |
insert person Brad Dunn |
| 2022-07-06 |
insert person Elise Liberto |
| 2022-07-06 |
insert person Michelle Ferguson |
| 2022-07-06 |
insert person Sandy Lowden |
| 2022-07-06 |
update person_title Katherine Kroll: Investment Specialist => Director of Equity ESG Research and Strategy |
| 2022-06-06 |
insert person Joe McCusker |
| 2022-06-06 |
update person_title Lisa Fillingame Abraham: Senior ESG Fixed Income Research Analyst => Director of Fixed Income ESG Research |
| 2022-05-07 |
delete person Ben Wagner |
| 2022-05-07 |
delete person Cat Herndon |
| 2022-05-07 |
delete person Kenneth Coe III |
| 2022-05-07 |
insert person Aaron Giannangeli |
| 2022-05-07 |
insert person Chris Barrow |
| 2022-05-07 |
insert person Christina Robinson |
| 2022-05-07 |
insert person Drew Palmer |
| 2022-05-07 |
insert person Jonathan Gardner |
| 2022-05-07 |
update person_title Jack Cavanaugh: Client Advisor => Senior Advisor |
| 2022-05-07 |
update person_title Tiffany Hawley: Senior Business Intelligence Analyst => Business Intelligence Specialist |
| 2022-04-07 |
delete address 6 - 10 BRUTON STREET LONDON W1J 6PX |
| 2022-04-07 |
insert address 18 HANOVER SQUARE LONDON UNITED KINGDOM W1S 1JY |
| 2022-04-07 |
update registered_address |
| 2022-04-06 |
delete address 6-10 Bruton Street
London, W1J 6PX |
| 2022-04-06 |
delete person Hannah Akkerman |
| 2022-04-06 |
insert address 18 Hanover Square
London, W1S 1JY |
| 2022-04-06 |
insert person Alice S. Paik |
| 2022-04-06 |
insert person Christine Fox |
| 2022-04-06 |
insert person Debbie Bartz |
| 2022-04-06 |
insert person Erik Cohen |
| 2022-04-06 |
insert person Erin Lujan |
| 2022-04-06 |
insert person Faiza Jooma |
| 2022-04-06 |
insert person Ian McAbeer |
| 2022-04-06 |
insert person Kate Cavin |
| 2022-04-06 |
insert person Katherine Kroll |
| 2022-04-06 |
insert person Madison Carr Freeze |
| 2022-04-06 |
insert person Matt Curbow |
| 2022-04-06 |
insert person Mia Karides |
| 2022-04-06 |
insert person Michael Barillo IV |
| 2022-04-06 |
insert person Olivia Chan |
| 2022-04-06 |
insert person Samuel Johnson |
| 2022-04-06 |
insert person Sarah Richardson |
| 2022-04-06 |
insert person Tiffany Hawley |
| 2022-04-06 |
update person_title Randy Webb: Head of Family Offic => Senior Advisor, Family Office Solutions |
| 2022-03-14 |
update statutory_documents REGISTERED OFFICE CHANGED ON 14/03/2022 FROM
6 - 10 BRUTON STREET
LONDON
W1J 6PX |
| 2022-03-07 |
delete chiefinvestmentofficer Paul J. Chew |
| 2022-03-07 |
delete person Andrew Gorczyk |
| 2022-03-07 |
delete person Atte Enyenihi |
| 2022-03-07 |
delete person Beth Gagnon |
| 2022-03-07 |
delete person Brad Dunn |
| 2022-03-07 |
delete person Emily High Daniels |
| 2022-03-07 |
delete person Georgia Campbell |
| 2022-03-07 |
delete person Jessica Scott |
| 2022-03-07 |
delete person Michelle Ferguson |
| 2022-03-07 |
delete person Paul J. Chew |
| 2022-03-07 |
delete person Samuel Johnson |
| 2022-03-07 |
insert about_pages_linkeddomain apple.com |
| 2022-03-07 |
insert about_pages_linkeddomain spotify.com |
| 2022-03-07 |
insert career_pages_linkeddomain apple.com |
| 2022-03-07 |
insert career_pages_linkeddomain spotify.com |
| 2022-03-07 |
insert client_pages_linkeddomain apple.com |
| 2022-03-07 |
insert client_pages_linkeddomain spotify.com |
| 2022-03-07 |
insert contact_pages_linkeddomain apple.com |
| 2022-03-07 |
insert contact_pages_linkeddomain spotify.com |
| 2022-03-07 |
insert index_pages_linkeddomain apple.com |
| 2022-03-07 |
insert index_pages_linkeddomain spotify.com |
| 2022-03-07 |
insert management_pages_linkeddomain apple.com |
| 2022-03-07 |
insert management_pages_linkeddomain spotify.com |
| 2022-03-07 |
insert person Ben Bayat |
| 2022-03-07 |
insert person Bridget Fitzgerald |
| 2022-03-07 |
insert person Charles Linehan |
| 2022-03-07 |
insert person Colin Chandler |
| 2022-03-07 |
insert person Eunbie Coe |
| 2022-03-07 |
insert person John Devine |
| 2022-03-07 |
insert person Katelyn Estrich |
| 2022-03-07 |
insert phone +65 6829 7101 |
| 2022-03-07 |
update person_title Drew Courtney: Associate Portfolio Manager, Family Office => Private Client Portfolio Manager, Family Office |
| 2022-03-07 |
update person_title Erin Piretti: Private Client Relationship Associate => Private Client Relationship Advisor |
| 2022-03-07 |
update person_title JJ Baylin: Private Equity Analyst => Private Equity Portfolio Manager |
| 2022-03-07 |
update person_title John O. Downing: Senior Advisor => Director, Brown Advisory Inc. |
| 2022-03-07 |
update person_title Julia Dembowski: Administrative Analyst => Executive Assistant |
| 2022-03-07 |
update person_title Michael Bailey: Inst. Portfolio Analyst & Trade Support Manager => Pricing and Reference Data Manager |
| 2022-03-07 |
update person_title Samuel Archer: Institutional Operations Associate => Senior Institutional Operations Analyst |
| 2022-03-07 |
update person_title Stuart B. Dorsett: Strategic Advisor Co - Head of Strategic Advisory; Member of the Portfolio Management Team => Member of the Portfolio Management Team; Co - Head of Strategic Advisory Head of Carolinas Office |
| 2022-03-07 |
update person_title Ty Andrews: Portfolio Analyst => Fixed Income Associate Portfolio Manager, Trader |
| 2022-03-07 |
update person_title Will Crimmins: Associate Portfolio Manager => Private Client Portfolio Manager |
| 2021-12-13 |
delete person Amalia Bilis |
| 2021-12-13 |
delete person Ariel Fortunato |
| 2021-12-13 |
delete person Ben Cohn |
| 2021-12-13 |
delete person David G. Ely |
| 2021-12-13 |
delete person Jack Hamed |
| 2021-12-13 |
delete person James Fahey |
| 2021-12-13 |
delete person Jaycie Johnson |
| 2021-12-13 |
delete person Pavi Sandeep |
| 2021-12-13 |
delete person Peter Cawston |
| 2021-12-13 |
delete person Rupert Brandt |
| 2021-12-13 |
delete person Steven Minner Jr. |
| 2021-12-13 |
insert client_pages_linkeddomain acquia-sites.com |
| 2021-12-13 |
insert person Andrew Blair |
| 2021-12-13 |
insert person Ashley Dunbar |
| 2021-12-13 |
insert person Ayan Adu |
| 2021-12-13 |
insert person Campbell Donley |
| 2021-12-13 |
insert person Deborah Chu |
| 2021-12-13 |
insert person Elizabeth Cook |
| 2021-12-13 |
insert person Elizabeth Leary |
| 2021-12-13 |
insert person Garritt Conover |
| 2021-12-13 |
insert person Grace Donohue |
| 2021-12-13 |
insert person Laetitia Dodds |
| 2021-12-13 |
insert person Matt Curbow |
| 2021-12-13 |
insert person Michelle Ferguson |
| 2021-12-13 |
insert person Noor Chaudhry |
| 2021-12-13 |
insert person Thomas Fitzalan Howard |
| 2021-12-13 |
update person_title Amanda Gift: Client Strategist, Family Office => Strategic Advisor, Family Office |
| 2021-12-13 |
update person_title Brett Gibson: Managing Partner, NextGen Venture Partners => Head of Washington Office & Managing Partner of NextGen Venture Partners |
| 2021-12-13 |
update person_title Christina Davie: Private Client Relationship Associate => Private Client Relationship Advisor |
| 2021-12-13 |
update person_title Georgia Campbell: Portfolio Analyst => Associate Portfolio Manager |
| 2021-12-13 |
update person_title Hannah Akkerman: Private Client Relationship Associate; Private Client Relationship Associate / Operations => Private Client Relationship Advisor / Operations; Private Client Relationship Advisor |
| 2021-12-13 |
update person_title Jasmine Allen: Messaging Specialist, U.S. PCEF => Messaging Specialist, U.S. PCE & F |
| 2021-12-13 |
update person_title Juliana Bambaci: Senior Content Strategist, Institutional Messaging => Director of U.S. Institutional Messaging |
| 2021-12-13 |
update person_title Ran Chang: Generalist Equity Research Analyst => Analyst |
| 2021-12-13 |
update person_title Stephanie Howard: Bookkeeper Assistant, Family Office => Private Client Accounting Analyst, Family Office |
| 2021-12-13 |
update person_title Will Crimmins: Portfolio Analyst => Associate Portfolio Manager |
| 2021-10-07 |
update accounts_last_madeup_date 2019-12-31 => 2020-12-31 |
| 2021-10-07 |
update accounts_next_due_date 2021-09-30 => 2022-09-30 |
| 2021-09-21 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/20 |
| 2021-09-19 |
delete person Elizabeth Hiss |
| 2021-09-19 |
delete person Keryn Brock |
| 2021-09-19 |
delete person Marie Antonelli |
| 2021-09-19 |
delete person Matthew Clark |
| 2021-09-19 |
insert client Institutions, Consultants & Intermediaries |
| 2021-09-19 |
insert person Anders Peterson |
| 2021-09-19 |
insert person Joann Kitchen |
| 2021-09-19 |
insert person Juliana Bambaci |
| 2021-09-19 |
insert person Mia Antonelli |
| 2021-09-19 |
insert person Olivia Brown |
| 2021-09-19 |
insert person Pavi Sandeep |
| 2021-09-19 |
insert person Will Crimmins |
| 2021-09-19 |
update person_title Dune Thorne: Head of Strategic Initiatives - U.S. Private Client => Chief Strategy Officer - U.S. Private Client |
| 2021-09-19 |
update person_title Priyanka Agnihotri: Equity Research Analyst => Portfolio Manager |
| 2021-09-06 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 06/09/21, NO UPDATES |
| 2021-08-18 |
delete person Arta (Demiraj) Puna |
| 2021-08-18 |
delete person John Devine |
| 2021-08-18 |
delete person Madeline Altholtz |
| 2021-08-18 |
delete person Michael Balcom |
| 2021-08-18 |
delete person William Hudson |
| 2021-08-18 |
insert address 38 Keyes Avenue, Suite 201, San Francisco, CA 94129 |
| 2021-08-18 |
insert industry_tag investment management and strategic advisory |
| 2021-08-18 |
insert person Ashley Oliveira |
| 2021-08-18 |
insert person Becky Cheney |
| 2021-08-18 |
insert person Julia Dembowski |
| 2021-08-18 |
insert person Kosta Stathopoulos |
| 2021-08-18 |
insert person Tom Bandurowski |
| 2021-08-18 |
update person_title Chris Chalke: Relationship Advisor => Client Service Practice Lead |
| 2021-08-18 |
update person_title Jack Hamed: Portfolio Analyst => Research Analyst |
| 2021-07-17 |
insert person Robert LeBlanc |
| 2021-07-17 |
update person_title Dune Thorne: Head of Private Client Growth and Strategy => Head of Strategic Initiatives - U.S. Private Client |
| 2021-07-17 |
update person_title Jacob Hodes: Head of Private Equity => CIO of Private Investments |
| 2021-06-14 |
delete career_pages_linkeddomain taleo.net |
| 2021-06-14 |
delete person Lisa Cuesta |
| 2021-06-14 |
delete person Michael Gaughan |
| 2021-06-14 |
delete person Thomas Fitzalan Howard |
| 2021-06-14 |
delete person Tom Bandurowski |
| 2021-06-14 |
insert career_pages_linkeddomain myworkdayjobs.com |
| 2021-06-14 |
insert email je..@brownadvisory.com |
| 2021-06-14 |
insert person Alexander Bottenheim |
| 2021-06-14 |
insert person Corinne Smeriglio |
| 2021-06-14 |
insert person Elizabeth Hiss |
| 2021-06-14 |
insert person Rosanna Arikoglu |
| 2021-06-14 |
update person_title Jasmine Allen: Messaging Analyst => Messaging Specialist, U.S. PCEF |
| 2021-06-14 |
update person_title Jillian Alm: Trade Support Analyst => Senior Trade Support Analyst |
| 2021-06-14 |
update person_title Katherine Kroll: Senior Institutional Sustainable Investing Specialist => Investment Specialist |
| 2021-06-14 |
update person_title Louisa Cottrell: Co - Head of International Messaging & Events => Director of International Content & Events |
| 2021-06-14 |
update person_title Michael Ayer: Operations; Institutional Portfolio Analyst => Institutional Portfolio Team Lead |
| 2021-06-14 |
update person_title Polly Corry: Co - Head of International Messaging & Events => Director of International Messaging |
| 2021-04-19 |
delete person Chelsea BenjamÃn |
| 2021-04-19 |
insert person Chris Wilson |
| 2021-04-19 |
insert person John Devine |
| 2021-04-19 |
insert person Joseph Elefante |
| 2021-04-19 |
insert person Kenneth Coe III |
| 2021-04-19 |
update person_title Amanda Ator: Private Client Relationship Analyst => Private Client Relationship Associate |
| 2021-04-19 |
update person_title Ben Wagner: Portfolio Analyst => Associate Portfolio Manager |
| 2021-04-19 |
update person_title Ethan Berkwits: Senior Editor and Content Strategist => Director of Sustainable Investing Messaging |
| 2021-04-19 |
update person_title Jon Jester: Member of the Portfolio Management Team; Portfolio Manager => Portfolio Manager & Carolinas Operating Officer; Member of the Portfolio Management Team |
| 2021-04-19 |
update person_title Logie Fitzwilliams: Head of International Business => Head of International Business and Global Head of Sales |
| 2021-04-19 |
update person_title Nicole Nesbitt: Head of U.S. Institutional Sales and Service => Head of U.S. Institutional Sales and Client Service |
| 2021-02-25 |
delete client_pages_linkeddomain acquia-sites.com |
| 2021-02-25 |
insert person Carey Taylor |
| 2021-02-25 |
insert person Getty Melaku |
| 2021-02-25 |
insert person William Hudson |
| 2021-02-25 |
update person_title Brien White: Head of U.S. Southeast => Chief Operating Officer of U.S. PCE & F / Private Equity; Chief Operating Officer of U.S. PCE & F / Accounting & Finance; Chief Operating Officer of U.S. PCE & F / Human Resources; Chief Operating Officer of U.S. PCE & F / Operations; Chief Operating Officer of U.S. PCE & F; Member of the Leadership Team |
| 2021-02-25 |
update person_title Chris Bartlett: CIO of Private Client => CIO for Investment Risk and Business Strategy |
| 2021-02-25 |
update person_title Kathryn Anderson: Private Client => Administrative Assistant |
| 2021-01-24 |
delete address Chapel Hill
1295 Environ Way Chapel Hill NC 27517 |
| 2021-01-24 |
delete person Brian Hoyer |
| 2021-01-24 |
delete person Claudine Bagget |
| 2021-01-24 |
delete person Connie A. Brown |
| 2021-01-24 |
delete person Dana Cooksey |
| 2021-01-24 |
delete person Elizabeth Hiss |
| 2021-01-24 |
delete person Emily Dwyer |
| 2021-01-24 |
delete person Henry Francklin |
| 2021-01-24 |
delete person John Devine |
| 2021-01-24 |
delete person Susan Colpitts |
| 2021-01-24 |
delete phone 1 (800) 645-3923 |
| 2021-01-24 |
insert email me..@brownadvisory.com |
| 2021-01-24 |
insert person Brett Gibson |
| 2021-01-24 |
insert person Claudine Baggett |
| 2021-01-24 |
insert person Emily Birge |
| 2021-01-24 |
insert person James Capezio |
| 2021-01-24 |
insert person James Fahey |
| 2021-01-24 |
insert person Jaycie Johnson |
| 2021-01-24 |
insert person Jordan Boxer |
| 2021-01-24 |
insert person Lesley Rogers |
| 2021-01-24 |
insert person Michael Gaughan |
| 2021-01-24 |
insert person Randy Webb |
| 2021-01-24 |
insert person Rhonda Ambler |
| 2021-01-24 |
update person_title Amanda Gift: Client Strategist => Client Strategist, Family Office |
| 2021-01-24 |
update person_title Arta Demiraj: Fund Accountant => ISG Client Service Associate |
| 2021-01-24 |
update person_title Brien White: Head of U.S. Southeast; Head of U.S. Southeast / Human Resources => Head of U.S. Southeast |
| 2021-01-24 |
update person_title Drew Courtney: Associate Portfolio Manager => Associate Portfolio Manager, Family Office |
| 2021-01-24 |
update person_title Edie Crawford: Director of Client Accounting & Finance => Director of Client Accounting & Finance, Family Office |
| 2021-01-24 |
update person_title Edward Chadwyck-Healey: Head of International Private Clients => Head of the London Office |
| 2021-01-24 |
update person_title Eric Johnson: Client Strategist => Client Strategist, Family Office |
| 2021-01-24 |
update person_title Janice Roberts: Client Service Relationship Associate => Private Client Relationship Associate, Family Office |
| 2021-01-24 |
update person_title John Hierspiel: Client Accounting Associate => Client Accounting Associate, Family Office |
| 2021-01-24 |
update person_title Jordan Eggleston: Client Service Relationship Analyst => Private Client Relationship Analyst, Family Office |
| 2021-01-24 |
update person_title Katrina Hoeglund: Senior Client Accounting Associate => Senior Client Accounting Associate, Family Office |
| 2021-01-24 |
update person_title Matthew Bailey: Operations => Pricing and Reference Data Manager |
| 2021-01-24 |
update person_title Stephanie Herring: Client Service Relationship Associate => Private Client Relationship Associate, Family Office |
| 2021-01-24 |
update person_title Stephanie Howard: Bookkeeper; Assistant => Bookkeeper Assistant, Family Office |
| 2021-01-24 |
update person_title Suzann Ridge: Client Strategist => Client Strategist, Family Office |
| 2021-01-24 |
update person_title William Imeson: Portfolio Analyst => Portfolio Analyst, Family Office |
| 2020-10-30 |
update account_category GROUP => FULL |
| 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 |
| 2020-09-26 |
delete chro Leona Byrnes |
| 2020-09-26 |
delete person Brianna Burke |
| 2020-09-26 |
delete person Dalyn Schwartz |
| 2020-09-26 |
delete person David Kahen |
| 2020-09-26 |
delete person Joey Cahalan |
| 2020-09-26 |
delete person John Canning |
| 2020-09-26 |
delete person Kate Callinan |
| 2020-09-26 |
delete person Katelyn Estrich |
| 2020-09-26 |
delete person Kolby Scott |
| 2020-09-26 |
delete person Lauren Cahalan |
| 2020-09-26 |
delete person Leona Byrnes |
| 2020-09-26 |
delete person Lisa Fillingame Abraham |
| 2020-09-26 |
delete person Mary Canning |
| 2020-09-26 |
delete person Megan S. Brune |
| 2020-09-26 |
delete person Michael Gaughan |
| 2020-09-26 |
delete person Ruffin Collett |
| 2020-09-26 |
delete person Samantha Burnham |
| 2020-09-26 |
delete person Stephan Capriles |
| 2020-09-26 |
insert person Adam King |
| 2020-09-26 |
insert person Alex Bowen |
| 2020-09-26 |
insert person Amalia Bilis |
| 2020-09-26 |
insert person Amanda Gift |
| 2020-09-26 |
insert person Andrea Ayres |
| 2020-09-26 |
insert person Andrew Brink |
| 2020-09-26 |
insert person Andrew Gorczyk |
| 2020-09-26 |
insert person Angelina Choi |
| 2020-09-26 |
insert person Beth Gagnon |
| 2020-09-26 |
insert person Cat Herndon |
| 2020-09-26 |
insert person Christopher McLean |
| 2020-09-26 |
insert person Christopher Noland |
| 2020-09-26 |
insert person Christopher Rusbuldt |
| 2020-09-26 |
insert person Claudine Bagget |
| 2020-09-26 |
insert person Daniel Mooney |
| 2020-09-26 |
insert person Denise Findley |
| 2020-09-26 |
insert person Edie Crawford |
| 2020-09-26 |
insert person Elizabeth Vannote |
| 2020-09-26 |
insert person Eric Johnson |
| 2020-09-26 |
insert person Erin Lujan |
| 2020-09-26 |
insert person Evan Boden |
| 2020-09-26 |
insert person Faiza Jooma |
| 2020-09-26 |
insert person Gabrielle Hustead |
| 2020-09-26 |
insert person Janice Roberts |
| 2020-09-26 |
insert person John Hierspiel |
| 2020-09-26 |
insert person Jonathan Chou |
| 2020-09-26 |
insert person Jordan Eggleston |
| 2020-09-26 |
insert person Kathryn Anderson |
| 2020-09-26 |
insert person Katrina Hoeglund |
| 2020-09-26 |
insert person Kristin Allender |
| 2020-09-26 |
insert person Lily Andersson |
| 2020-09-26 |
insert person Micah McDonald |
| 2020-09-26 |
insert person Michael Balcom |
| 2020-09-26 |
insert person Quinn Straayer |
| 2020-09-26 |
insert person Rose Bennetch |
| 2020-09-26 |
insert person Sarah Holtzinger |
| 2020-09-26 |
insert person Stephanie Herring |
| 2020-09-26 |
insert person Stephanie Howard |
| 2020-09-26 |
insert person Susan Colpitts |
| 2020-09-26 |
insert person Suzann Ridge |
| 2020-09-26 |
insert person Teague Avey |
| 2020-09-26 |
insert person Will Ball |
| 2020-09-26 |
insert person William Imeson |
| 2020-09-26 |
update person_title Annie Bonner: Business Analyst => Board Administrator |
| 2020-09-26 |
update person_title Brien White: Head of U.S. Southeast => Head of U.S. Southeast; Head of U.S. Southeast / Human Resources |
| 2020-09-26 |
update person_title Jack Cavanaugh: Head of Baltimore Private Client => Client Advisor |
| 2020-09-26 |
update person_title Katherine Kroll: Senior Instit. Sustainable Investing Specialist => Senior Institutional Sustainable Investing Specialist |
| 2020-09-26 |
update person_title Keryn Brock: Head of International Institutional Business => Head of Institutional Endowment and Foundation Business; Head of Institutional Endowment and Foundation Business / Legal & Compliance |
| 2020-09-26 |
update person_title Matthew Bailey: Reference Data Team Lead => Operations |
| 2020-09-26 |
update person_title Sandra Moffet: Co - Head of Strategic Advisory => Head of Baltimore Private Client Co - Head of Strategic Advisory |
| 2020-09-22 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/19 |
| 2020-09-09 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 06/09/20, WITH UPDATES |
| 2020-07-16 |
delete person Harrison Clement |
| 2020-07-16 |
delete person Tushar Shah |
| 2020-07-16 |
insert person Katherine Kroll |
| 2020-07-16 |
update person_title Elizabeth Hiss: Senior Advisor; Research Analyst => Investment Analyst, Sustainable Investing; Senior Advisor |
| 2020-07-16 |
update person_title Sarah Richardson: Member of the Leadership Team; Operating Officer Relationship Advisor => Member of the Leadership Team; Relationship Advisor Operating Officer |
| 2020-07-07 |
update accounts_next_due_date 2020-09-30 => 2020-12-31 |
| 2020-06-16 |
delete person Alex Smith |
| 2020-06-16 |
delete person Callum Booker |
| 2020-06-16 |
insert person Madison Carr Freeze |
| 2020-06-16 |
update person_title Victoria Avara: Sustainability Equity Research Analyst; Equity Research => ESG Equity Research Analyst / Operations; Equity Research |
| 2020-05-16 |
delete person Andrea Purcell |
| 2020-05-16 |
delete person Kelly Goldman |
| 2020-05-16 |
delete person Tina Badciong |
| 2020-05-16 |
insert person Alex Smith |
| 2020-05-16 |
insert person Andrew Williams |
| 2020-05-16 |
insert person Angela Wilson |
| 2020-05-16 |
insert person Blaine T. Phillips |
| 2020-05-16 |
insert person Brandon Woodland |
| 2020-05-16 |
insert person Jamie Wyatt |
| 2020-05-16 |
insert person Jordan Wruble |
| 2020-05-16 |
insert person Joshua R. Perry |
| 2020-05-16 |
insert person Katherine Wright |
| 2020-05-16 |
insert person Matthew DiCenso |
| 2020-05-16 |
insert person Michael Poggi |
| 2020-05-16 |
insert person Sarah A. Yang |
| 2020-05-16 |
insert person Walter D. Pinkard |
| 2020-05-16 |
update person_title Colin Kampfe: Financial Analyst => Portfolio Analyst |
| 2020-05-16 |
update person_title Emily Dwyer: Sustainability Equity Research Analyst; Member of the Portfolio Management Team => Member of the Portfolio Management Team; Senior ESG Equity Research Analyst |
| 2020-04-21 |
update statutory_documents DIRECTOR APPOINTED DR SIMON DAVID PECK |
| 2020-04-16 |
delete person J. David Schuster |
| 2020-04-16 |
insert person Ali Bayler |
| 2020-04-16 |
insert person Brianna Burke |
| 2020-04-16 |
update person_title Angela Rizzo: Client Service Advisor => Private Client Relationship Advisor |
| 2020-04-16 |
update person_title Brian Hoyer: Associate Portfolio Manager; Senior Advisor => Senior Advisor; Portfolio Manager |
| 2020-04-16 |
update person_title Dune Thorne: Head of the Northeast Region => Head of Private Client Growth and Strategy |
| 2020-04-16 |
update person_title Joey Cahalan: Sales Associate => Portfolio Analyst |
| 2020-03-16 |
delete person Elizabeth Severn |
| 2020-03-16 |
delete person Geoffrey Carey |
| 2020-03-16 |
delete person Lisa Fillingame |
| 2020-03-16 |
delete person Melina Selimbegovic |
| 2020-03-16 |
delete person Nestor Cardona |
| 2020-03-16 |
delete person Roddy Seymour-Williams |
| 2020-03-16 |
delete person Samir Shah |
| 2020-03-16 |
delete person Sharon Hamel |
| 2020-03-16 |
delete person Thomas Schweizer |
| 2020-03-16 |
delete person Truman T. Semans |
| 2020-03-16 |
insert person Andrew Perdigon |
| 2020-03-16 |
insert person Andrew Williams |
| 2020-03-16 |
insert person Angela Rizzo |
| 2020-03-16 |
insert person Angela Wilson |
| 2020-03-16 |
insert person Callum Wells |
| 2020-03-16 |
insert person Cindy Pepple |
| 2020-03-16 |
insert person Courtney Rosenberg |
| 2020-03-16 |
insert person David G. Ely |
| 2020-03-16 |
insert person Doug Williams |
| 2020-03-16 |
insert person Embry Peace |
| 2020-03-16 |
insert person J. Bruce Whelihan |
| 2020-03-16 |
insert person Jordan Wruble |
| 2020-03-16 |
insert person Joshua R. Perry |
| 2020-03-16 |
insert person K. Brigid Peterson |
| 2020-03-16 |
insert person Katherine Wright |
| 2020-03-16 |
insert person Laura Patterson |
| 2020-03-16 |
insert person Lyn White |
| 2020-03-16 |
insert person Martin West, III |
| 2020-03-16 |
insert person Matt Pedicino |
| 2020-03-16 |
insert person Michael Ayer |
| 2020-03-16 |
insert person Sarah A. Yang |
| 2020-03-16 |
insert person Simon Paterson |
| 2020-02-15 |
delete contact_pages_linkeddomain opengreenmap.org |
| 2020-02-15 |
delete person Katie Kelley |
| 2020-02-15 |
delete person Michael Santangelo |
| 2020-02-15 |
delete person Price Gillock |
| 2020-02-15 |
insert person Blaine T. Phillips |
| 2020-02-15 |
insert person Christopher Casey |
| 2020-02-15 |
insert person Jamie Wyatt |
| 2020-02-15 |
insert person Nina Yudell |
| 2020-02-15 |
insert person Scott A. Carlson |
| 2020-02-15 |
update person_title Ben Cohn: Product Manager => Senior Product Manager; Senior Advisor |
| 2020-01-31 |
update statutory_documents 29/01/20 STATEMENT OF CAPITAL GBP 32808334 |
| 2020-01-16 |
update statutory_documents DIRECTOR APPOINTED MR EDWARD ALEXANDER CHADWYCK-HEALEY |
| 2020-01-16 |
update statutory_documents DIRECTOR APPOINTED MR RICHARD MARTIN THOMASON |
| 2020-01-11 |
delete person Blake Sheehan |
| 2020-01-11 |
delete person Georgina Guy |
| 2020-01-11 |
delete person John Sharkey |
| 2020-01-11 |
delete person Reilly Shanahan |
| 2020-01-11 |
delete person Simon Paterson |
| 2020-01-11 |
delete person Sydney Shapiro |
| 2020-01-11 |
insert address 1616 Camden Road, Suite 200, Charlotte, NC 28203 |
| 2020-01-11 |
insert address Chapel Hill
1295 Environ Way Chapel Hill NC 27517 |
| 2020-01-11 |
insert person Andrea Purcell |
| 2020-01-11 |
insert person Ran Chang |
| 2020-01-11 |
update person_title Brian Castagna: Private Client Relationship Associate => Private Client Relationship Advisor |
| 2020-01-11 |
update person_title Drew Courtney: Portfolio Analyst; Member of the Portfolio Management Team => Associate Portfolio Manager; Member of the Portfolio Management Team |
| 2020-01-11 |
update person_title Harrison Clement: Portfolio Analyst; Member of the Portfolio Management Team => Associate Portfolio Manager; Member of the Portfolio Management Team |
| 2020-01-11 |
update person_title Madeline Altholtz: Private Client Relationship Analyst => Private Client Relationship Associate |
| 2020-01-11 |
update person_title Michael Gaughan: Associate Portfolio Manager => Portfolio Manager |
| 2019-12-11 |
delete person Brandon Parrish |
| 2019-12-11 |
delete person Callum Wells |
| 2019-12-11 |
delete person Mamie Parker |
| 2019-12-11 |
delete person Martin West, III |
| 2019-12-11 |
delete person Roddy Seymour-Wiliams |
| 2019-12-11 |
delete person Sung Park |
| 2019-12-11 |
delete person Yasmin Cruz |
| 2019-12-11 |
insert person Carey Taylor |
| 2019-12-11 |
insert person Douglas Godine |
| 2019-12-11 |
insert person Maria Tardogno |
| 2019-12-11 |
insert person Richard Gamper |
| 2019-12-11 |
insert person Roddy Seymour-Williams |
| 2019-12-11 |
insert person Sharon Hamel |
| 2019-12-11 |
insert person Vickie Roth |
| 2019-12-11 |
update person_title Victoria Avara: ESG Equity Research Analyst => Sustainability Equity Research Analyst |
| 2019-11-10 |
delete person David Swann |
| 2019-11-10 |
delete person Elizabeth Brogan |
| 2019-11-10 |
delete person Eric Levin |
| 2019-11-10 |
delete person Kiara Benac |
| 2019-11-10 |
delete person Maria Tardogno |
| 2019-11-10 |
delete person Nicholas Taylor |
| 2019-11-10 |
insert person Ben Wagner |
| 2019-11-10 |
insert person Callum Wells |
| 2019-11-10 |
insert person Erin Piretti |
| 2019-11-10 |
insert person J. Bruce Whelihan |
| 2019-11-10 |
insert person Katherine Wright |
| 2019-11-10 |
insert person Katie Kelley |
| 2019-11-10 |
insert person Kelly Goldman |
| 2019-11-10 |
insert person Mamie Parker |
| 2019-11-10 |
insert person Martin West, III |
| 2019-11-10 |
insert person Sung Park |
| 2019-11-10 |
insert person Thomas Black |
| 2019-11-10 |
insert person Victoria Avara |
| 2019-11-10 |
update person_title Emily Dwyer: Research Analyst; Member of the Portfolio Management Team => Sustainability Equity Research Analyst; Member of the Portfolio Management Team |
| 2019-11-10 |
update person_title Lisa Fillingame: ESG Research Analyst => Sustainability Fixed Income Research Analyst |
| 2019-10-10 |
insert chro Rebecca Sugarman |
| 2019-10-10 |
delete person Brooke Wynot |
| 2019-10-10 |
delete person Carey Taylor |
| 2019-10-10 |
delete person Kelly Goldman |
| 2019-10-10 |
delete person Lisa Tellander |
| 2019-10-10 |
delete person Richard Thomason |
| 2019-10-10 |
insert person Alicia Burnham |
| 2019-10-10 |
insert person Amar Patel |
| 2019-10-10 |
insert person Andrew Williams |
| 2019-10-10 |
insert person Brandon Parrish |
| 2019-10-10 |
insert person Doug Williams |
| 2019-10-10 |
insert person Katharine Delaney |
| 2019-10-10 |
insert person Lyn White |
| 2019-10-10 |
insert person Meera Patel |
| 2019-10-10 |
insert person Rebecca Sugarman |
| 2019-10-10 |
insert person Samuel Blitzer |
| 2019-10-10 |
update person_title Brien White: Head of Southeast Region; Member of the Leadership Team => Head of U.S. Southeast; Member of the Leadership Team |
| 2019-10-10 |
update person_title Craig Standish: Strategic Advisor, Boston Operating Officer => Head of Boston Office |
| 2019-10-10 |
update person_title Dune Thorne: Head of Client Experience Head of Boston Office => Head of the Northeast Region |
| 2019-10-10 |
update person_title Tina Badciong: Chief Financial Officer of Meritage Capital => Private Client Relationship Advisor CFO, Meritage |
| 2019-10-07 |
update accounts_last_madeup_date 2017-12-31 => 2018-12-31 |
| 2019-10-07 |
update accounts_next_due_date 2019-09-30 => 2020-09-30 |
| 2019-09-11 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/18 |
| 2019-09-10 |
delete person Claire Woolston |
| 2019-09-10 |
delete person Lewis Shock |
| 2019-09-10 |
delete person Mike Shore |
| 2019-09-10 |
insert address Singapore Land Tower, 37th Floor Suite 01A 50 Raffles Place, Singapore 048623 |
| 2019-09-10 |
insert person Angela Wilson |
| 2019-09-10 |
insert person Dana Cooksey |
| 2019-09-10 |
insert person Eric Gordon |
| 2019-09-10 |
insert person Erika Pagel |
| 2019-09-10 |
insert person Jacob Hodes |
| 2019-09-10 |
insert person Laura Patterson |
| 2019-09-10 |
insert person Nicole Nesbitt |
| 2019-09-10 |
insert person Sandra Moffet |
| 2019-09-10 |
update person_title Brien White: Portfolio Manager => Head of Southeast Region; Member of the Leadership Team |
| 2019-09-10 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 06/09/19, WITH UPDATES |
| 2019-08-30 |
update statutory_documents 28/08/19 STATEMENT OF CAPITAL GBP 30308334 |
| 2019-08-11 |
delete chro Leona Byrnes |
| 2019-08-11 |
delete person Christopher Hancock |
| 2019-08-11 |
delete person Jawad Hamid |
| 2019-08-11 |
delete person Kate Saltonstall |
| 2019-08-11 |
delete person Lauren Cahalan |
| 2019-08-11 |
delete person Leona Byrnes |
| 2019-08-11 |
delete person Matt Fleming |
| 2019-08-11 |
delete person Megan S. Brune |
| 2019-08-11 |
delete person Samantha Burnham |
| 2019-08-11 |
delete person Sharon Hamel |
| 2019-08-11 |
insert person Augusta Codrington |
| 2019-08-11 |
insert person Dalila Shkolnik |
| 2019-08-11 |
insert person Erik Briggs |
| 2019-08-11 |
insert person Jake Sheldon |
| 2019-08-11 |
insert person Jasmine Allen |
| 2019-08-11 |
insert person Lewis Shock |
| 2019-08-11 |
insert person Lisa Fillingame |
| 2019-08-11 |
insert person Matthew Shlesinger |
| 2019-08-11 |
insert person Nick Rogers |
| 2019-08-11 |
insert person Rachel Bolan |
| 2019-08-11 |
insert person Reilly Shanahan |
| 2019-08-11 |
insert person Samuel Archer |
| 2019-08-11 |
insert person Steven Borsje |
| 2019-07-11 |
delete person Alicia Burnham |
| 2019-07-11 |
delete person Gregory Foreman |
| 2019-07-11 |
delete person Joey Cahalan |
| 2019-07-11 |
delete person Jordan Cook |
| 2019-07-11 |
delete person Julie Sayo |
| 2019-07-11 |
delete person Megan Hauver |
| 2019-07-11 |
delete person Mia Antonelli |
| 2019-07-11 |
insert person Brianna Sheppard |
| 2019-07-11 |
insert person Carlos U. Rodriguez |
| 2019-07-11 |
insert person Colleen Canonico |
| 2019-07-11 |
insert person Elizabeth Brogan |
| 2019-07-11 |
insert person Eric Levin |
| 2019-07-11 |
insert person Jillian Alm |
| 2019-07-11 |
insert person Marie Antonelli |
| 2019-07-11 |
insert person Matt Fleming |
| 2019-07-11 |
insert person Michael Bailey |
| 2019-07-11 |
update person_title Henry Francklin: Member of the Leadership Team; Institutional Sales => Member of the Leadership Team; Institutional Sales Director |
| 2019-07-11 |
update person_title Peter Curteis: Institutional Sales => Institutional Sales Director |
| 2019-06-10 |
delete person Anne Tiffin |
| 2019-06-10 |
delete person Bertie Thomson |
| 2019-06-10 |
delete person Carey Taylor |
| 2019-06-10 |
delete person Christina Shanahan |
| 2019-06-10 |
delete person David Swann |
| 2019-06-10 |
delete person Eric Levin |
| 2019-06-10 |
delete person Lisa Tellander |
| 2019-06-10 |
delete person Maria Tardogno |
| 2019-06-10 |
delete person Nicholas Taylor |
| 2019-06-10 |
delete person Richard Thomason |
| 2019-06-10 |
delete person Steven Borsje |
| 2019-06-10 |
delete person Steven Hoch |
| 2019-06-10 |
insert person Christina Davie |
| 2019-06-10 |
insert person Dalyn Schwartz |
| 2019-06-10 |
insert person Emily St. John |
| 2019-06-10 |
insert person Gregory Foreman |
| 2019-06-10 |
insert person Julie Sayo |
| 2019-06-10 |
insert person Matthew Bailey |
| 2019-06-10 |
insert person Victor Silva |
| 2019-06-10 |
update person_title Embry Peace: Messaging Analyst => Messaging Analyst, Digital & Design |
| 2019-06-10 |
update person_title Polly Corry: Institutional Client Service => Co - Head of International Messaging & Events |
| 2019-05-11 |
delete chieflegalofficer Zack Shankman |
| 2019-05-11 |
delete person Matt Fleming |
| 2019-05-11 |
delete person Simon Peck |
| 2019-05-11 |
delete person Zack Shankman |
| 2019-05-11 |
insert person Byron Watson |
| 2019-05-11 |
insert person Caroline Sacks |
| 2019-05-11 |
insert person Elisa Wagnitz |
| 2019-05-11 |
insert person Elizabeth Severn |
| 2019-05-11 |
insert person Embry Peace |
| 2019-05-11 |
insert person Emily High Daniels |
| 2019-05-11 |
insert person Hayley E. Moss |
| 2019-05-11 |
insert person Joshua Morehouse |
| 2019-05-11 |
insert person Lauren Norris |
| 2019-05-11 |
insert person Sarah Riehl |
| 2019-05-11 |
insert person Tayo Okunseinde |
| 2019-05-11 |
update person_title Ethan Berkwits: Senior Content Strategist => Senior Editor and Content Strategist |
| 2019-05-11 |
update person_title Lisa Tellander: Investment Writer => Senior Institutional Marketing Strategist |
| 2019-05-11 |
update person_title Maggie Rhodes: Private Client Relationship Associate => Private Client Relationship Advisor |
| 2019-05-11 |
update person_title Missy Scharadin: Operations Supervisor => Private Client Relationship Analyst |
| 2019-04-10 |
delete person Christopher Holcombe |
| 2019-04-10 |
delete person Leah Huyler |
| 2019-04-10 |
insert person Allison Nicholls |
| 2019-04-10 |
insert person Amanda Ator |
| 2019-04-10 |
insert person Carly Neidecker |
| 2019-04-10 |
insert person Daniel Silcock |
| 2019-04-10 |
insert person Kelly Goldman |
| 2019-04-10 |
insert person Kiara Benac |
| 2019-04-10 |
insert person Maria Tardogno |
| 2019-04-10 |
insert person Nicole Nesbitt |
| 2019-04-10 |
insert person Robert S. Murley |
| 2019-04-10 |
insert person Steven Minner Jr. |
| 2019-04-10 |
insert person Taylor Tutrone |
| 2019-04-10 |
update person_title Sam Johnson: Private Client Relationship Analyst => Portfolio Analyst |
| 2019-04-10 |
update person_title Shane Ransom: Portfolio Analyst => Research Analyst |
| 2019-04-10 |
update person_title Victor Abiamiri: Associate Portfolio Manager; Member of the Leadership Team => Member of the Leadership Team; Portfolio Manager |
| 2019-04-10 |
update person_title Walter Beckett: Member of the Leadership Team; Institutional Sales => Member of the Leadership Team; Head of Asia Pacific |
| 2019-03-28 |
update statutory_documents 28/03/19 STATEMENT OF CAPITAL GBP 28308334 |
| 2019-03-10 |
delete person Clinton R. Daly |
| 2019-03-10 |
delete person Danielle White |
| 2019-03-10 |
delete person David Thompson |
| 2019-03-10 |
delete person Jack MacDonald |
| 2019-03-10 |
delete person John Davis |
| 2019-03-10 |
delete person Ross Podbielski |
| 2019-03-10 |
delete person Shadie Parivar |
| 2019-03-10 |
delete source_ip 104.17.240.198 |
| 2019-03-10 |
delete source_ip 104.17.241.198 |
| 2019-03-10 |
delete source_ip 104.17.242.198 |
| 2019-03-10 |
delete source_ip 104.17.243.198 |
| 2019-03-10 |
delete source_ip 104.17.244.198 |
| 2019-03-10 |
insert person Alexis Rohde |
| 2019-03-10 |
insert person Andrew Perdigon |
| 2019-03-10 |
insert person Caitlin Steidle |
| 2019-03-10 |
insert person Carol Chase |
| 2019-03-10 |
insert person Dana Cooksey |
| 2019-03-10 |
insert person Danielle Barrett |
| 2019-03-10 |
insert person Jawad Hamid |
| 2019-03-10 |
insert person Lauren Treiber |
| 2019-03-10 |
insert person Lisa Tellander |
| 2019-03-10 |
insert person Samantha Burnham |
| 2019-03-10 |
insert person Teresa Pollet |
| 2019-03-10 |
insert source_ip 104.17.62.71 |
| 2019-03-10 |
insert source_ip 104.17.63.71 |
| 2019-03-10 |
update person_title Christian Ventimiglia: Portfolio Analyst => Associate Portfolio Manager |
| 2019-03-10 |
update person_title Olachi Opara: Associate Portfolio Manager => Portfolio Manager |
| 2019-01-11 |
update statutory_documents APPOINTMENT TERMINATED, SECRETARY DAVID KAY-SHUTTLEWORTH |
| 2018-10-26 |
update statutory_documents 26/10/18 STATEMENT OF CAPITAL GBP 25808334 |
| 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 |
| 2018-09-12 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/17 |
| 2018-09-11 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / LOGIE CHARLES LLOYD FITZWILLIAMS / 07/09/2017 |
| 2018-09-11 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / MICHAEL DAVID HANKIN / 07/09/2017 |
| 2018-09-11 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 06/09/18, WITH UPDATES |
| 2018-06-20 |
update statutory_documents 20/06/18 STATEMENT OF CAPITAL GBP 21808334 |
| 2018-01-19 |
update statutory_documents 19/01/18 STATEMENT OF CAPITAL GBP 18308334 |
| 2017-10-09 |
update statutory_documents 09/10/17 STATEMENT OF CAPITAL GBP 16308334 |
| 2017-10-07 |
update accounts_last_madeup_date 2015-12-31 => 2016-12-31 |
| 2017-10-07 |
update accounts_next_due_date 2017-09-30 => 2018-09-30 |
| 2017-09-22 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/16 |
| 2017-09-20 |
update statutory_documents REGISTER(S) MOVED TO SAIL ADDRESS
114-REG MEM
162-REG DIR
275-REG SEC
743-REG DEB
REG PSC |
| 2017-09-20 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 06/09/17, WITH UPDATES |
| 2017-08-14 |
update statutory_documents 14/08/17 STATEMENT OF CAPITAL GBP 13208334 |
| 2017-08-14 |
update statutory_documents 31/03/17 STATEMENT OF CAPITAL GBP 11108334 |
| 2017-01-05 |
update statutory_documents 31/12/16 STATEMENT OF CAPITAL GBP 9308334 |
| 2016-11-10 |
update statutory_documents 31/10/16 STATEMENT OF CAPITAL GBP 8808334 |
| 2016-09-16 |
update statutory_documents CONFIRMATION STATEMENT MADE ON 06/09/16, WITH UPDATES |
| 2016-07-07 |
update accounts_last_madeup_date 2014-12-31 => 2015-12-31 |
| 2016-07-07 |
update accounts_next_due_date 2016-09-30 => 2017-09-30 |
| 2016-06-30 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/15 |
| 2016-06-30 |
update statutory_documents 30/06/16 STATEMENT OF CAPITAL GBP 7808334 |
| 2016-03-16 |
update statutory_documents SAIL ADDRESS CREATED |
| 2016-03-16 |
update statutory_documents REGISTER(S) MOVED TO SAIL ADDRESS
114-REG MEM
162-REG DIR
275-REG SEC
743-REG DEB |
| 2016-01-11 |
update statutory_documents 30/12/15 STATEMENT OF CAPITAL GBP 7408334 |
| 2015-11-07 |
update account_category FULL => GROUP |
| 2015-11-07 |
update accounts_last_madeup_date 2013-12-31 => 2014-12-31 |
| 2015-11-07 |
update accounts_next_due_date 2015-09-30 => 2016-09-30 |
| 2015-10-30 |
update statutory_documents 30/10/15 STATEMENT OF CAPITAL GBP 5908334 |
| 2015-10-09 |
update statutory_documents GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/12/14 |
| 2015-10-07 |
update returns_last_madeup_date 2014-09-06 => 2015-09-06 |
| 2015-10-07 |
update returns_next_due_date 2015-10-04 => 2016-10-04 |
| 2015-09-15 |
update statutory_documents 06/09/15 FULL LIST |
| 2015-06-30 |
update statutory_documents 30/06/15 STATEMENT OF CAPITAL GBP 4408334 |
| 2015-06-01 |
update statutory_documents 31/05/15 STATEMENT OF CAPITAL GBP 3208334 |
| 2015-05-15 |
update statutory_documents 15/05/15 STATEMENT OF CAPITAL GBP 2708334 |
| 2015-05-07 |
update statutory_documents SECRETARY APPOINTED MR DAVID KAY-SHUTTLEWORTH |
| 2015-05-07 |
update statutory_documents APPOINTMENT TERMINATED, SECRETARY DAVID CHURCHILL |
| 2015-02-09 |
update statutory_documents SECTION 519 |
| 2015-01-27 |
update statutory_documents SECTION 519 |
| 2015-01-20 |
update statutory_documents 05/12/14 STATEMENT OF CAPITAL GBP 2375000 |
| 2014-11-07 |
delete address 6 - 10 BRUTON STREET LONDON UNITED KINGDOM W1J 6PX |
| 2014-11-07 |
insert address 6 - 10 BRUTON STREET LONDON W1J 6PX |
| 2014-11-07 |
update registered_address |
| 2014-11-07 |
update returns_last_madeup_date 2013-09-06 => 2014-09-06 |
| 2014-11-07 |
update returns_next_due_date 2014-10-04 => 2015-10-04 |
| 2014-10-07 |
update accounts_last_madeup_date 2012-12-31 => 2013-12-31 |
| 2014-10-07 |
update accounts_next_due_date 2014-09-30 => 2015-09-30 |
| 2014-10-03 |
update statutory_documents DIRECTOR APPOINTED MR PETER GLYN CHARTERIS MALLINSON |
| 2014-10-03 |
update statutory_documents 06/09/14 FULL LIST |
| 2014-10-02 |
update statutory_documents 15/07/14 STATEMENT OF CAPITAL GBP 1875000 |
| 2014-10-02 |
update statutory_documents 31/07/14 STATEMENT OF CAPITAL GBP 2075000 |
| 2014-09-10 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/13 |
| 2014-06-04 |
update statutory_documents APPOINTMENT TERMINATED, DIRECTOR PETER MALLINSON |
| 2014-01-15 |
update statutory_documents 23/12/13 STATEMENT OF CAPITAL GBP 1675000 |
| 2013-11-15 |
update statutory_documents 27/09/13 STATEMENT OF CAPITAL GBP 1375000 |
| 2013-11-07 |
update returns_last_madeup_date 2012-09-06 => 2013-09-06 |
| 2013-11-07 |
update returns_next_due_date 2013-10-04 => 2014-10-04 |
| 2013-10-07 |
update accounts_last_madeup_date 2011-12-31 => 2012-12-31 |
| 2013-10-07 |
update accounts_next_due_date 2013-09-30 => 2014-09-30 |
| 2013-10-02 |
update statutory_documents 06/09/13 FULL LIST |
| 2013-09-12 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/12 |
| 2013-08-22 |
update statutory_documents 30/07/13 STATEMENT OF CAPITAL GBP 875000 |
| 2013-07-29 |
update statutory_documents 14/06/13 STATEMENT OF CAPITAL GBP 625000 |
| 2013-07-23 |
update statutory_documents DIRECTOR APPOINTED MR PETER GLYN CHARTERIS MALLINSON |
| 2013-06-23 |
delete sic_code 7487 - Other business activities |
| 2013-06-23 |
insert sic_code 82990 - Other business support service activities n.e.c. |
| 2013-06-23 |
update accounts_last_madeup_date 2010-12-31 => 2011-12-31 |
| 2013-06-23 |
update accounts_next_due_date 2012-09-30 => 2013-09-30 |
| 2013-06-23 |
update num_mort_charges 1 => 2 |
| 2013-06-23 |
update num_mort_outstanding 1 => 2 |
| 2013-06-23 |
update returns_last_madeup_date 2011-09-06 => 2012-09-06 |
| 2013-06-23 |
update returns_next_due_date 2012-10-04 => 2013-10-04 |
| 2013-06-23 |
delete address BROOKFIELD HOUSE 4TH FLOOR (NORTH) 44 DAVIES STREET LONDON UNITED KINGDOM W1K 5JA |
| 2013-06-23 |
insert address 6 - 10 BRUTON STREET LONDON UNITED KINGDOM W1J 6PX |
| 2013-06-23 |
update registered_address |
| 2013-03-05 |
update statutory_documents ADOPT ARTICLES 18/02/2013 |
| 2013-02-26 |
update statutory_documents 22/02/13 STATEMENT OF CAPITAL GBP 500000 |
| 2012-11-13 |
update statutory_documents REGISTERED OFFICE CHANGED ON 13/11/2012 FROM
6 - 10 BRUTON STREET
LONDON
W1J 6PX
UNITED KINGDOM |
| 2012-11-12 |
update statutory_documents REGISTERED OFFICE CHANGED ON 12/11/2012 FROM
BROOKFIELD HOUSE 4TH FLOOR (NORTH)
44 DAVIES STREET
LONDON
W1K 5JA
UNITED KINGDOM |
| 2012-10-17 |
update statutory_documents PARTICULARS OF A MORTGAGE OR CHARGE / CHARGE NO: 2 |
| 2012-10-03 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/11 |
| 2012-10-02 |
update statutory_documents 06/09/12 FULL LIST |
| 2011-10-03 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/10 |
| 2011-09-29 |
update statutory_documents 06/09/11 FULL LIST |
| 2010-12-17 |
update statutory_documents REGISTERED OFFICE CHANGED ON 17/12/2010 FROM
150 BROMPTON ROAD
LONDON
SW3 1HX |
| 2010-10-30 |
update statutory_documents PARTICULARS OF A MORTGAGE OR CHARGE / CHARGE NO: 1 |
| 2010-10-05 |
update statutory_documents 06/09/10 FULL LIST |
| 2010-10-04 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / DAVID MICHAEL CHURCHILL / 01/09/2010 |
| 2010-10-04 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / LOGIE CHARLES LLOYD FITZWILLIAMS / 01/09/2010 |
| 2010-10-04 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / MICHAEL DAVID HANKIN / 01/09/2010 |
| 2010-10-04 |
update statutory_documents SECRETARY'S CHANGE OF PARTICULARS / DAVID MICHAEL CHURCHILL / 01/09/2010 |
| 2010-09-14 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/09 |
| 2009-12-07 |
update statutory_documents ADOPT ARTICLES 24/11/2009 |
| 2009-12-03 |
update statutory_documents ARTICLES OF ASSOCIATION |
| 2009-12-03 |
update statutory_documents ALTER ARTICLES 24/11/2009 |
| 2009-10-06 |
update statutory_documents 06/09/09 FULL LIST |
| 2009-10-01 |
update statutory_documents DIRECTOR'S CHANGE OF PARTICULARS / LOGIE FITZWILLIAMS / 01/10/2008 |
| 2009-06-15 |
update statutory_documents FULL ACCOUNTS MADE UP TO 31/12/08 |
| 2009-03-05 |
update statutory_documents DIRECTOR AND SECRETARY'S CHANGE OF PARTICULARS / DAVID CHURCHILL / 22/08/2008 |
| 2009-01-06 |
update statutory_documents RETURN MADE UP TO 06/09/08; FULL LIST OF MEMBERS |
| 2008-03-17 |
update statutory_documents GBP NC 1000/250000
12/03/2008 |
| 2007-12-29 |
update statutory_documents NEW SECRETARY APPOINTED |
| 2007-12-29 |
update statutory_documents SECRETARY RESIGNED |
| 2007-12-29 |
update statutory_documents APPT & RESIGN CHANGE RO 06/12/07 |
| 2007-12-11 |
update statutory_documents REGISTERED OFFICE CHANGED ON 11/12/07 FROM:
5TH FLOOR ALDER CASTLE
10 NOBLE STREET
LONDON
EC2V 7QJ |
| 2007-11-16 |
update statutory_documents ACC. REF. DATE EXTENDED FROM 30/09/08 TO 31/12/08 |
| 2007-10-09 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2007-10-09 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2007-10-09 |
update statutory_documents NEW DIRECTOR APPOINTED |
| 2007-10-09 |
update statutory_documents DIRECTOR RESIGNED |
| 2007-10-09 |
update statutory_documents S366A DISP HOLDING AGM 28/09/07 |
| 2007-10-09 |
update statutory_documents CO BUSINESS 28/09/07 |
| 2007-10-09 |
update statutory_documents S386 DISP APP AUDS 28/09/07 |
| 2007-10-09 |
update statutory_documents S386 DISP APP AUDS 28/09/07 |
| 2007-09-06 |
update statutory_documents INCORPORATION DOCUMENTS
CERTIFICATE OF INCORPORATION
STATEMENT OF DIRECTORS & REGISTERED OFFICE
DECLARATION OF COMPLIANCE
MEMORANDUM OF ASSOCIATION
ARTICLES OF ASSOCIATION |