BAKER WEALTH PLANNING GROUP - History of Changes


DateDescription
2024-03-12 insert otherexecutives Shannon Reid
2024-03-12 delete person Thomas A. James
2024-03-12 delete person Tim Killgoar
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 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