S.J. PRILL FINANCIAL & INVESTMENT PLANNING - History of Changes


DateDescription
2024-04-13 delete otherexecutives Meet Brandon
2024-04-13 insert coo Kyle Witschen
2024-04-13 insert president Paul Shoukry
2024-04-13 delete address 31 St. James's Square London, UK SW1Y 4JR
2024-04-13 delete person Meet Brandon
2024-04-13 insert address 25 Ropemaker St, 13th Floor Ropemaker Place London, EC2Y 9LY United Kingdom
2024-04-13 insert address 31 St. James's Square London, SW1Y 4JR United Kingdom
2024-04-13 insert person Joe Weldon
2024-04-13 insert person Kyle Witschen
2024-04-13 insert person Lindsey Collier
2024-04-13 insert person Pedro Suriel
2024-04-13 update person_title Paul Shoukry: Member of the Executive Committee; Chief Financial Officer => Member of the Executive Committee; President; Chief Financial Officer
2024-03-08 delete cfo Toni Matthews
2024-03-08 delete coo Amanda Stevens
2024-03-08 delete coo Greg Rust
2024-03-08 delete coo Thom Tremaine
2024-03-08 delete evp Thom Tremaine
2024-03-08 delete otherexecutives Ed Marcin
2024-03-08 delete otherexecutives Erik Fruland
2024-03-08 delete otherexecutives Kristie Waugh
2024-03-08 insert cfo Gwen Fisher
2024-03-08 insert chieflegalofficer Stephen Liverpool
2024-03-08 insert coo Ed Marcin
2024-03-08 insert otherexecutives Shannon Reid
2024-03-08 insert president Bob Kendall
2024-03-08 insert svp David Allen
2024-03-08 insert svp Stephen Liverpool
2024-03-08 delete address 11-12 Hanover Square London W1S 1JJ
2024-03-08 delete address 1st Floor, 9 Berkeley Street London, W1J 8DW, UK
2024-03-08 delete address ul. Wspólna 62 00-684 Warsaw, Poland
2024-03-08 delete email rj..@raymondjames.com
2024-03-08 delete person A Talk
2024-03-08 delete person Amanda Stevens
2024-03-08 delete person Andy Zolper
2024-03-08 delete person Erik Fruland
2024-03-08 delete person Greg Rust
2024-03-08 delete person Heather Knable
2024-03-08 delete person John W. Houston
2024-03-08 delete person Scott Brown
2024-03-08 delete person Standing Strong
2024-03-08 delete person Thom Tremaine
2024-03-08 delete person Thomas A. James
2024-03-08 delete person Tim Killgoar
2024-03-08 delete person Toni Matthews
2024-03-08 delete registration_number 542225
2024-03-08 delete source_ip 64.98.135.104
2024-03-08 insert address 31 St. James's Square London SW1Y 4JR
2024-03-08 insert address 31 St. James's Square London, UK SW1Y 4JR
2024-03-08 insert address ul. Wiejska 18 00-490 Warsaw, Poland
2024-03-08 insert email rj..@raymondjames.com
2024-03-08 insert email ty..@raymondjames.com
2024-03-08 insert person Amy Smart
2024-03-08 insert person Bill Geis
2024-03-08 insert person Bob Kendall
2024-03-08 insert person Dave Brown
2024-03-08 insert person David Allen
2024-03-08 insert person Denise Samson
2024-03-08 insert person Eric Harter
2024-03-08 insert person Gabriella Konicek
2024-03-08 insert person Guy Hume
2024-03-08 insert person Gwen Fisher
2024-03-08 insert person Heather Schaul
2024-03-08 insert person Jeff Perkins
2024-03-08 insert person Jeffrey Bollerman
2024-03-08 insert person Jeri Richard
2024-03-08 insert person Joshua Charles
2024-03-08 insert person Justin Kissner
2024-03-08 insert person Katie Larson
2024-03-08 insert person Margaret Folk
2024-03-08 insert person Michael Henningsen
2024-03-08 insert person Natalie C.W. Norman
2024-03-08 insert person Oliver Mansour
2024-03-08 insert person Shannon Tucker
2024-03-08 insert person Steve LaBarbera
2024-03-08 insert person Tim Keffer
2024-03-08 insert person Vicki Mazur
2024-03-08 insert phone 312.655.2844
2024-03-08 insert phone 415.616.8917
2024-03-08 insert product_pages_linkeddomain spotify.com
2024-03-08 insert product_pages_linkeddomain youtube.com
2024-03-08 insert source_ip 3.33.139.32
2024-03-08 update person_title Allison Brown: Assistant Division Director / South Division => Senior Assistant Division Director
2024-03-08 update person_title Anita Lemon: Senior Assistant Division Director / South Division => VP, Senior Assistant Division Director / South Division
2024-03-08 update person_title Ed Marcin: Vice President of Operations => Chief Operating Officer
2024-03-08 update person_title Gala Wan: Senior Vice President / Risk Management => Senior Vice President / Risk Management / Executive Leadership
2024-03-08 update person_title Grace Austin: Senior Assistant Division Director / North Division => SVP, Division Director, North Region
2024-03-08 update person_title Jason Goode: Assistant Division Director, Business Development / Clearwater => Assistant Division Director - Financial Institutions
2024-03-08 update person_title Jon DeMayo: Business Development Team; Senior Assistant Division Director, Business Development => VP, Business Development; Business Development Team
2024-03-08 update person_title Kristie Waugh: Vice President, Investor Relations => Senior Vice President, Investor Relations; Senior Vice President, Investor Relations and FP & a
2024-03-08 update person_title Matthew Mehltretter: Division Director / West Division => SVP, Division Director, West Region
2024-03-08 update person_title Michael Forster: Senior Business Development Associate => Senior Business Development Associate / Financial
2024-03-08 update person_title Shannon Reid: Senior Vice President, Division Director / Independent Contractors Division => President / Independent Contractor Division; Member of the Executive Committee; President / Independent Contractors Division; Member of the Raymond James Investment Management Team
2024-03-08 update person_title Stephen Liverpool: Assistant General Counsel => Senior Vice President; General Counsel; Member of the Raymond James Investment Management Team
2024-03-08 update person_title Steve Kruchten: Division Director / North Division => SVP, National Director of Financial Institutions Division
2022-04-04 delete person Richard Klein
2022-04-04 update person_title Vin Campagnoli: Named 2017 Public Firm CIO of the Year; Chief Information Officer => Chief Information Officer