| Date | Description |
|---|
| 2023-05-25 |
delete person Macarena Rufatt |
| 2023-05-25 |
insert person Fiona Sweeney |
| 2023-05-25 |
update person_title David T. Morgan: Financial Advisor => null |
| 2022-07-08 |
delete person Mackenzie R. Fluharty |
| 2022-07-08 |
update person_title David T. Morgan: null => Financial Advisor |
| 2022-07-08 |
update person_title Katherine Lauer: Client Relationship Associate => Operations Manager |
| 2022-05-09 |
insert svp Kelso K. Huffman |
| 2022-05-09 |
delete index_pages_linkeddomain goo.gl |
| 2022-05-09 |
delete phone 1.866.906.2325 |
| 2022-05-09 |
delete phone 239.631.6107 |
| 2022-05-09 |
delete phone 239.653.9854 |
| 2022-05-09 |
delete source_ip 170.12.106.237 |
| 2022-05-09 |
insert index_pages_linkeddomain emaplan.com |
| 2022-05-09 |
insert index_pages_linkeddomain g.page |
| 2022-05-09 |
insert index_pages_linkeddomain instagram.com |
| 2022-05-09 |
insert person Kelso K. Huffman |
| 2022-05-09 |
insert person Macarena Rufatt |
| 2022-05-09 |
insert phone 239-631-7884 |
| 2022-05-09 |
insert source_ip 23.185.0.1 |
| 2022-05-09 |
update robots_txt_status www.highnetworthadvisorygroup.com: 404 => 200 |
| 2022-03-08 |
delete address 5551 Ridgewood Drive, Suite #300
Naples, FL 34108 |
| 2022-03-08 |
insert address 8880 Tamiami Trail North
Naples, FL 34108 |
| 2022-03-08 |
insert phone 239.734.3041 |
| 2022-03-08 |
update primary_contact 5551 Ridgewood Drive, Suite #300
Naples, FL 34108 => 8880 Tamiami Trail North
Naples, FL 34108 |
| 2021-12-08 |
update person_title Mackenzie R. Fluharty: Practice Manager => Associate Vice President of Practice Management |
| 2021-07-12 |
delete person Noreen Jutkiewicz |
| 2021-06-10 |
delete email nj@hnwag.com |
| 2020-10-18 |
delete source_ip 98.124.199.80 |
| 2020-10-18 |
insert source_ip 170.12.106.237 |
| 2020-05-14 |
delete cfo Jeffrey P. Julien |
| 2020-05-14 |
delete chro Stan Duncan |
| 2020-05-14 |
insert ceo Jim Sickling |
| 2020-05-14 |
insert ceo Robert Miller |
| 2020-05-14 |
insert ceo Tash Elwyn |
| 2020-05-14 |
insert cfo Paul Shoukry |
| 2020-05-14 |
insert chro Chris Aisenbrey |
| 2020-05-14 |
insert coo Jeffrey A. Dowdle |
| 2020-05-14 |
insert coo Jim Sickling |
| 2020-05-14 |
insert coo Robert Miller |
| 2020-05-14 |
insert otherexecutives John W. Houston |
| 2020-05-14 |
insert president Tash Elwyn |
| 2020-05-14 |
insert svp Kim Jenson |
| 2020-05-14 |
delete address 40, rue La Boétie
75008 Paris, France |
| 2020-05-14 |
delete address Broadwalk House
5 Appold Street
London
EC2A 2AG |
| 2020-05-14 |
delete person Jamie Kosharek |
| 2020-05-14 |
delete person Jeffrey E. Trocin |
| 2020-05-14 |
delete person Sam Nasser |
| 2020-05-14 |
delete person Stan Duncan |
| 2020-05-14 |
delete person Thomas G. Poole |
| 2020-05-14 |
delete phone +33-1-456-16499 |
| 2020-05-14 |
delete phone +33-1-456-40500 |
| 2020-05-14 |
insert about_pages_linkeddomain taleo.net |
| 2020-05-14 |
insert address 45 Avenue George V
75008 Paris, France |
| 2020-05-14 |
insert person Michael Forster |
| 2020-05-14 |
insert phone +33-1-456-16490 |
| 2020-05-14 |
insert phone +33-1-456-40554 |
| 2020-05-14 |
update person_title Carolyn Bradshaw: Business Development Specialist => Assistant Division Director - Business Development |
| 2020-05-14 |
update person_title Chris Aisenbrey: SVP, HR Organization & Talent Development; Member of the Operating Committee => Chief Human Resources Officer; Member of the Operating Committee |
| 2020-05-14 |
update person_title Emma Bredin: SVP, Chief Compliance Officer - RJF; Member of the Operating Committee => Member of the Operating Committee; Chief Compliance Officer |
| 2020-05-14 |
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 |
| 2020-05-14 |
update person_title Gordon E. Marshall: VP, Western and Central Division Director => Division Director / Institutional Business Development; Business Development Team |
| 2020-05-14 |
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 |
| 2020-05-14 |
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 |
| 2020-05-14 |
update person_title Jeffrey A. Dowdle: Member of the Executive Committee; Chief Administrative Officer; President => Member of the Executive Committee; Chief Operating Officer |
| 2020-05-14 |
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 |
| 2020-05-14 |
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 |
| 2020-05-14 |
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 |
| 2020-05-14 |
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 |
| 2020-05-14 |
update person_title John W. Houston: VP, Eastern Division Director => Division Director |
| 2020-05-14 |
update person_title Jon DeMayo: Business Development Specialist / Eastern Division => Assistant Division Director - Business Development / Eastern Division |
| 2020-05-14 |
update person_title Kim Jenson: Chief Operating Officer; Member of the Operating Committee => Chief Operating Officer; Member of the Operating Committee; Senior Vice President |
| 2020-05-14 |
update person_title Paul Shoukry: SVP, Finance, Investor Relations & Treasurer; Member of the Operating Committee => Member of the Executive Committee; Chief Financial Officer |
| 2020-05-14 |
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 |
| 2020-05-14 |
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 |
| 2020-05-14 |
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 |
| 2020-05-14 |
update person_title Tash Elwyn: Member of the Executive Committee; President and CEO / Raymond James & Associates Private Client Group => Member of the Executive Committee; President; Chief Executive Officer |
| 2020-05-14 |
update person_title Tracey Bustamante: Member of the Operating Committee; SVP, Communications => Senior Vice President of Corporate Communications; Member of the Operating Committee |