BAKER WEALTH PLANNING GROUP - History of Changes


DateDescription
2024-03-12 insert otherexecutives Shannon Reid
2024-03-12 delete address 11-12 Hanover Square London W1S 1JJ
2024-03-12 delete address 1st Floor, 9 Berkeley Street London, W1J 8DW, UK
2024-03-12 delete person Thomas A. James
2024-03-12 delete person Tim Killgoar
2024-03-12 delete phone 231.995.5406
2024-03-12 delete phone 415.616.8940
2024-03-12 insert address 31 St. James's Square London SW1Y 4JR
2024-03-12 insert address 31 St. James's Square London, UK SW1Y 4JR
2024-03-12 insert person Amy Smart
2024-03-12 insert person Eric Harter
2024-03-12 insert person Guy Hume
2024-03-12 insert person Michael Henningsen
2024-03-12 insert phone 231.620.2409
2024-03-12 insert phone 415.616.8917
2024-03-12 insert phone 808.206.9089
2024-03-12 insert phone 833.288.4570
2024-03-12 insert phone 952.807.7233
2024-03-12 insert product_pages_linkeddomain spotify.com
2024-03-12 insert product_pages_linkeddomain youtube.com
2024-03-12 update person_title Raymond James: Trust Sweep Program; Member of the Senior Management Team; Corporate Finance GmbH; Raymond James Trust; Member of the Executive Committee; Member of the Asset Management Team; Member of the Raymond James Investment Management Team; Student Standouts in Capture the Flag Event; Financial Services; Trust / Raymond James Trust Company of New Hampshire; Investment Management; Insurance; Trust Company of New Hampshire; Public Finance Banker, Stephanie Lom, Named a 2023 Rising Star by the Bond Buyer => Trust Sweep Program; Member of the Senior Management Team; Corporate Finance GmbH; Raymond James Trust; Member of the Executive Committee; Member of the Asset Management Team; Member of the Raymond James Investment Management Team; Student Standouts in Capture the Flag Event; Financial Services; Trust / Raymond James Trust Company of New Hampshire; Investment Management; Insurance; Trust Company of New Hampshire
2024-03-12 update person_title Shannon Reid: Senior Vice President, Division Director / Independent Contractors Division; Member of the Raymond James Investment Management Team => President / Independent Contractor Division; Member of the Executive Committee; President / Independent Contractors Division; Member of the Raymond James Investment Management Team
2024-03-12 update person_title Steve Kruchten: SVP, National Relationship Management => SVP, National Director of Financial Institutions Division