| Date | Description |
|---|
| 2024-10-31 |
delete person Frank Rice |
| 2024-10-31 |
insert person David Boyd Booker |
| 2024-10-31 |
insert person Steven Andrews |
| 2024-10-31 |
update person_title Reginald J. Hollinger: Managing Director, Head of Investment Banking and M & a Advisory => Head of M & a Advisory & Managing Director, Investment Banking |
| 2023-05-06 |
delete chieflegalofficer Mekalia Reid |
| 2023-05-06 |
delete person Mekalia Reid |
| 2023-05-06 |
update person_title Dan Davis: Managing Director, Head of Fixed Income Trading => Managing Director, Head of Fixed Income |
| 2022-07-30 |
delete person John Rothrock III |
| 2022-05-05 |
insert evp Michael A. Turner |
| 2022-05-05 |
update person_title Michael A. Turner: Executive Vice President & Senior Advisor, Investment Banking & Advisory; Partner => Executive Vice President; Senior Advisor; Advisor |
| 2022-05-05 |
update person_title Robert Bacon: Managing Director and Head of Capital Markets; Managing Director, Head of Capital Markets & Syndicate => Executive Vice President, Head of Capital Markets & Syndicate; Managing Director, Head of Capital Markets; Partner |
| 2022-02-15 |
insert ceo Milton M. Irvin |
| 2022-02-15 |
update person_title Milton M. Irvin: Chairman of the CastleOak Securities Advisory Board => Senior Advisor; CEO; Senior Advisor to the CEO |
| 2021-12-01 |
delete cfo Philip J. Ippolito |
| 2021-12-01 |
delete coo Philip J. Ippolito |
| 2021-12-01 |
delete personal_emails wi..@castleoaklp.com |
| 2021-12-01 |
insert cfo Luis J. Gomez |
| 2021-12-01 |
insert chieflegalofficer Mekalia Reid |
| 2021-12-01 |
insert evp Philip J. Ippolito |
| 2021-12-01 |
insert managingdirector Luis J. Gomez |
| 2021-12-01 |
insert otherexecutives Philip J. Ippolito |
| 2021-12-01 |
delete person William P. Enright |
| 2021-12-01 |
insert person John Rothrock III |
| 2021-12-01 |
insert person Luis J. Gomez |
| 2021-12-01 |
insert person Mekalia Reid |
| 2021-12-01 |
update person_title Philip J. Ippolito: Co - Founder; Co - Founder of CastleOak Securities, L.P; Director of Operations; Chief Financial Officer; Partner => Executive Vice President; Head of Operations; Co - Founder; Co - Founder of CastleOak Securities, L.P; Partner |
| 2021-08-06 |
update person_title Patrick de Catalogne: Senior Managing Director, Fixed Income; Senior Managing Director, Fixed Incom; Partner => Executive Vice President, Fixed Income; Partner |
| 2021-06-06 |
delete evp Michael A. Turner |
| 2021-06-06 |
update person_title Michael A. Turner: Executive Vice President; Partner => Executive Vice President & Senior Advisor, Investment Banking & Advisory; Partner |
| 2020-10-05 |
delete chieflegalofficer Nathaniel H. Christian III |
| 2020-10-05 |
delete founder Nathaniel H. Christian III |
| 2020-10-05 |
delete managingdirector Nathaniel H. Christian III |
| 2020-10-05 |
delete person Nathaniel H. Christian III |
| 2020-05-29 |
update person_description David R. Jones => David R. Jones |
| 2020-03-30 |
delete chairman Milton M. Irvin |
| 2020-03-30 |
update person_title Milton M. Irvin: Chairman => Chairman of the CastleOak Securities Advisory Board |
| 2020-01-28 |
update person_description Dr. William R. Harvey => Dr. William R. Harvey |
| 2016-10-06 |
insert person Michael A. Turner |
| 2016-08-11 |
delete person James Tammaro |
| 2016-07-07 |
insert person James Tammaro |
| 2016-07-07 |
update person_description David R. Jones => David R. Jones |
| 2015-05-25 |
update person_description David R. Jones => David R. Jones |
| 2015-01-09 |
delete person James Tammaro |
| 2013-05-02 |
update person_description David R. Jones => David R. Jones |
| 2013-05-02 |
update person_title Patrick de Catalogne: Senior Managing Director and Head of Fixed Income Sales & Trading; Member of the Management Team => Senior Managing Director and Head of Fixed Income Marketing; Member of the Management Team |