HIGH NET WORTH ADVISORY GROUP - History of Changes


DateDescription
2024-08-25 delete privacy_emails pr..@reachlocal.com
2024-08-25 delete email pr..@reachlocal.com
2024-08-25 delete person Fiona Sweeney
2024-08-25 delete terms_pages_linkeddomain reachlocal.com
2024-08-25 insert person Addie Santiago Ramirez
2024-08-25 insert person Gillian Manantan
2024-08-25 insert terms_pages_linkeddomain localiq.com
2024-08-25 update person_description Carl Santos-Ocampo => Carl Santos-Ocampo
2024-08-25 update person_description Katherine Lauer => Katherine Lauer
2024-08-25 update person_title Katherine Lauer: Member of the Your Team; Operations Manager => Member of the Your Team; Practice Manager
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