| Date | Description |
|---|
| 2023-10-18 |
delete chiefinvestmentofficer Ivan Gruhl |
| 2023-10-18 |
delete vp Ivan Gruhl |
| 2023-10-18 |
insert person Michael Molnar |
| 2023-10-18 |
update person_description Andrew Duggan => Andrew Duggan |
| 2023-10-18 |
update person_description Andy Watts => Andy Watts |
| 2023-10-18 |
update person_description Christine Golden => Christine Golden |
| 2023-10-18 |
update person_description Dan Kocher => Dan Kocher |
| 2023-10-18 |
update person_description Holly Manton => Holly Manton |
| 2023-10-18 |
update person_description Ivan Gruhl => Ivan Gruhl |
| 2023-10-18 |
update person_description Tim Stewart => Tim Stewart |
| 2023-10-18 |
update person_title Andrew Duggan: Finance; Vice President of Finance for Avantax Wealth Management => Finance |
| 2023-10-18 |
update person_title Andy Watts: VP, Planning & Growth Solutions; Vice President of Planning & Growth Solutions for Avantax Wealth Management => VP, Planning & Growth Solutions |
| 2023-10-18 |
update person_title Dan Kocher: Vice President, Service Excellence; Vice President of Service Excellence for Avantax Wealth Management => Vice President, Service Excellence |
| 2023-10-18 |
update person_title Holly Manton: VP, Product Management for Avantax Wealth Management => VP, Product Management |
| 2023-10-18 |
update person_title Ivan Gruhl: Vice President; Chief Investment Officer; VP, Co - Chief Investment Officer => VP, Co - Chief Investment Officer |
| 2023-10-18 |
update person_title Louie Rosalez: President, Avantax Planning Partners => SVP, Avantax Planning Partners; President, Avantax Planning Partners |
| 2023-10-18 |
update person_title Tim Stewart: Vice President of Business Development for Avantax Wealth Management; VP, Business Development => VP, Business Development |
| 2023-09-12 |
update person_description Chris McClellen => Chris McClellen |
| 2023-09-12 |
update person_description Christopher Walters => Christopher Walters |
| 2023-09-12 |
update person_description Erin Gajdalo => Erin Gajdalo |
| 2023-09-12 |
update person_description Marc Mehlman => Marc Mehlman |
| 2023-09-12 |
update person_description Nate Biddick => Nate Biddick |
| 2023-09-12 |
update person_description Todd Mackay => Todd Mackay |
| 2023-09-12 |
update person_title Nate Biddick: Vice President of Community & Advisor Engagement at Avantax Wealth Management => VP, Community & Advisor Engagement |
| 2023-08-10 |
update person_title Louie Rosalez: President, Avantax Planning PartnersSM => President, Avantax Planning Partners |
| 2023-07-07 |
insert chiefinvestmentofficer Ivan Gruhl |
| 2023-07-07 |
insert vp Ivan Gruhl |
| 2023-07-07 |
delete person David Matthew |
| 2023-07-07 |
insert person Ivan Gruhl |
| 2023-07-07 |
insert person Jennifer Hutchins |
| 2023-07-07 |
update person_title Louie Rosalez: President, Avantax Planning Partners => President, Avantax Planning PartnersSM |
| 2023-06-04 |
delete otherexecutives Mary Zappone |
| 2023-06-04 |
delete otherexecutives Steven Aldrich |
| 2023-06-04 |
delete personal_emails ga..@avantax.com |
| 2023-06-04 |
insert personal_emails da..@avantax.com |
| 2023-06-04 |
insert personal_emails jo..@avantax.com |
| 2023-06-04 |
delete email ga..@avantax.com |
| 2023-06-04 |
delete person Gavin Pucciarello |
| 2023-06-04 |
delete person Mary Zappone |
| 2023-06-04 |
delete person Steven Aldrich |
| 2023-06-04 |
insert email da..@avantax.com |
| 2023-06-04 |
insert email jo..@avantax.com |
| 2023-06-04 |
insert person Blynn Austin |
| 2023-06-04 |
insert person Dave Renko |
| 2023-06-04 |
insert person David Matthew |
| 2023-06-04 |
insert person John Gamble |
| 2023-06-04 |
update person_description Mark McPherson => Mark McPherson |
| 2023-06-04 |
update person_title Beckey Woodard Cole: Chief Human Resources Officer => Chief Human Resources Officer; Chief Human Resource Officer |
| 2023-06-04 |
update person_title Georganne Proctor: Member of the Board of Directors; Chairman of the Board => Member of the Audit Committee; Chairman of the Board; Nominating and Governance Committee |
| 2023-06-04 |
update person_title Melissa Loner: VP, Compliance => Chief Compliance Officer |
| 2023-06-04 |
update robots_txt_status corporate.avantax.com: 200 => 0 |
| 2023-04-21 |
insert personal_emails br..@avantax.com |
| 2023-04-21 |
delete phone 972-870-6681 |
| 2023-04-21 |
insert email br..@avantax.com |
| 2023-04-21 |
insert person Bruce Tuckey |
| 2023-04-21 |
update person_description Gavin Pucciarello => Gavin Pucciarello |
| 2023-04-21 |
update person_description Kan Kotecha => Kan Kotecha |
| 2023-04-21 |
update person_description Karthik Rao => Karthik Rao |
| 2023-04-21 |
update person_description Samantha Dunn => Samantha Dunn |
| 2023-03-21 |
delete cmo Mike Holmes |
| 2023-03-21 |
delete personal_emails ju..@avantax.com |
| 2023-03-21 |
delete personal_emails st..@avantax.com |
| 2023-03-21 |
insert cmo Christine Golden |
| 2023-03-21 |
insert personal_emails ga..@avantax.com |
| 2023-03-21 |
delete about_pages_linkeddomain blucora.com |
| 2023-03-21 |
delete about_pages_linkeddomain myworkdayjobs.com |
| 2023-03-21 |
delete email de..@avantax.com |
| 2023-03-21 |
delete email ju..@avantax.com |
| 2023-03-21 |
delete email st..@avantax.com |
| 2023-03-21 |
delete index_pages_linkeddomain blucora.com |
| 2023-03-21 |
delete index_pages_linkeddomain myworkdayjobs.com |
| 2023-03-21 |
delete management_pages_linkeddomain blucora.com |
| 2023-03-21 |
delete management_pages_linkeddomain myworkdayjobs.com |
| 2023-03-21 |
delete person Devon Royen |
| 2023-03-21 |
delete person Justin Scott |
| 2023-03-21 |
delete person Mike Holmes |
| 2023-03-21 |
delete person Mike Pagano |
| 2023-03-21 |
delete person Steve Smith |
| 2023-03-21 |
delete terms_pages_linkeddomain blucora.com |
| 2023-03-21 |
delete terms_pages_linkeddomain myworkdayjobs.com |
| 2023-03-21 |
insert email ga..@avantax.com |
| 2023-03-21 |
insert email ma..@avantax.com |
| 2023-03-21 |
insert person Christine Golden |
| 2023-03-21 |
insert person Gavin Pucciarello |
| 2023-03-21 |
insert person Mark McPherson |
| 2023-03-21 |
insert person Melissa Loner |
| 2023-03-21 |
insert phone 603.960.0568 |
| 2023-03-21 |
insert phone 972-870-6681 |
| 2023-03-21 |
update person_title Andy Watts: Member of the Leadership Team; Vice President of Investment; Vice President, Investment Solutions => Vice President, Planning & Growth Solutions; Member of the Leadership Team; Vice President of Planning |
| 2023-03-21 |
update person_title Holly Manton: Member of the Leadership Team; Chief of Staff; Chief of Staff for Avantax Wealth Management => VP, Product Management for Avantax Wealth Management; Member of the Leadership Team |
| 2023-03-21 |
update person_title Nate Biddick: VP, Wealth Management Growth; Vice President of Wealth Management Growth at Avantax Wealth Management => Vice President of Community & Advisor Engagement at Avantax Wealth Management; VP, Community & Advisor Engagement |
| 2023-03-21 |
update website_status FlippedRobots => OK |
| 2023-02-25 |
update website_status OK => FlippedRobots |
| 2022-11-21 |
update person_description Todd Mackay => Todd Mackay |
| 2022-06-17 |
delete alias Avantax WM Holdings |
| 2022-06-17 |
delete index_pages_linkeddomain avantaxppmktg.com |
| 2022-06-17 |
delete index_pages_linkeddomain benefitwebaccess.com |
| 2022-06-17 |
delete index_pages_linkeddomain emaplan.com |
| 2022-06-17 |
delete index_pages_linkeddomain mindflash.com |
| 2022-06-17 |
delete index_pages_linkeddomain myavantax.com |
| 2022-06-17 |
delete index_pages_linkeddomain orionadvisor.com |
| 2022-06-17 |
delete index_pages_linkeddomain schwab.com |
| 2022-06-17 |
delete index_pages_linkeddomain wealthscape.com |
| 2022-06-17 |
insert address Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| 2022-06-17 |
insert index_pages_linkeddomain blucora.com |
| 2022-04-16 |
delete otherexecutives Jamila Ramnanan |
| 2022-04-16 |
delete person Jamila Ramnanan |
| 2022-03-16 |
delete about_pages_linkeddomain advisorlynx.com |
| 2022-03-16 |
delete about_pages_linkeddomain hkfs.com |
| 2022-03-16 |
delete contact_pages_linkeddomain advisorlynx.com |
| 2022-03-16 |
delete contact_pages_linkeddomain hkfs.com |
| 2022-03-16 |
delete index_pages_linkeddomain advisorlynx.com |
| 2022-03-16 |
delete index_pages_linkeddomain hkfs.com |
| 2022-03-16 |
delete management_pages_linkeddomain advisorlynx.com |
| 2022-03-16 |
delete management_pages_linkeddomain hkfs.com |
| 2022-03-16 |
delete service_pages_linkeddomain advisorlynx.com |
| 2022-03-16 |
delete service_pages_linkeddomain hkfs.com |
| 2022-03-16 |
delete terms_pages_linkeddomain advisorlynx.com |
| 2022-03-16 |
delete terms_pages_linkeddomain hkfs.com |
| 2021-12-14 |
delete about_pages_linkeddomain sipc.org |
| 2021-12-14 |
delete contact_pages_linkeddomain sipc.org |
| 2021-12-14 |
delete index_pages_linkeddomain sipc.org |
| 2021-12-14 |
delete management_pages_linkeddomain sipc.org |
| 2021-12-14 |
delete service_pages_linkeddomain sipc.org |
| 2021-12-14 |
delete terms_pages_linkeddomain sipc.org |
| 2021-09-21 |
delete about_pages_linkeddomain pti.com |
| 2021-09-21 |
delete contact_pages_linkeddomain pti.com |
| 2021-09-21 |
delete index_pages_linkeddomain pti.com |
| 2021-09-21 |
delete management_pages_linkeddomain pti.com |
| 2021-09-21 |
delete service_pages_linkeddomain pti.com |
| 2021-09-21 |
delete terms_pages_linkeddomain pti.com |
| 2021-09-21 |
insert about_pages_linkeddomain avantaxppmktg.com |
| 2021-09-21 |
insert contact_pages_linkeddomain avantaxppmktg.com |
| 2021-09-21 |
insert index_pages_linkeddomain avantaxppmktg.com |
| 2021-09-21 |
insert management_pages_linkeddomain avantaxppmktg.com |
| 2021-09-21 |
insert person Suman Aluru |
| 2021-09-21 |
insert service_pages_linkeddomain avantaxppmktg.com |
| 2021-09-21 |
insert terms_pages_linkeddomain avantaxppmktg.com |
| 2021-06-18 |
insert career_emails hr@blucora.com |
| 2021-06-18 |
delete person Dave Bellando |
| 2021-06-18 |
insert about_pages_linkeddomain i2verify.com |
| 2021-06-18 |
insert email hr@blucora.com |
| 2021-06-18 |
insert phone 888-458-6319 |
| 2021-05-18 |
delete person Casey Griffin |
| 2021-05-18 |
insert person Holly Manton |
| 2021-05-18 |
insert person Mike Pagano |
| 2021-04-04 |
insert cmo Mike Holmes |
| 2021-04-04 |
insert contact_pages_linkeddomain myworkdayjobs.com |
| 2021-04-04 |
insert index_pages_linkeddomain myworkdayjobs.com |
| 2021-04-04 |
insert person Mike Holmes |
| 2021-04-04 |
insert phone (866) 218-8206 |
| 2021-04-04 |
insert service_pages_linkeddomain myworkdayjobs.com |
| 2021-04-04 |
insert terms_pages_linkeddomain myworkdayjobs.com |
| 2021-04-04 |
update person_title Louie Rosalez: PRESIDENT, HKFS => President of Avantax Planning Partners |
| 2020-09-30 |
delete person Naaz Nichols |
| 2020-09-30 |
delete person Rachel Williams |
| 2020-09-30 |
insert alias CFP Board |
| 2020-09-30 |
insert alias Certified Financial Planner Board of Standards, Inc |
| 2020-02-19 |
delete person Ryan George |
| 2019-12-12 |
insert support_emails cl..@1stglobal.com |
| 2019-12-12 |
delete email ry..@avantax.com |
| 2019-12-12 |
delete phone 972-870-6034 |
| 2019-12-12 |
insert email cl..@1stglobal.com |
| 2019-12-12 |
update person_title Ryan George: Assistant Vice President, Marketing and Communications; Discusses Advisor Technology With Industry Leaders; Media Inquiries => Discusses Advisor Technology With Industry Leaders |
| 2018-12-31 |
delete otherexecutives Jeremy Belfiore |
| 2018-12-31 |
delete person Jeremy Belfiore |
| 2018-12-31 |
delete service_pages_linkeddomain 1stglobalconsulting.com |
| 2018-07-28 |
update person_description David Knoch => David Knoch |
| 2018-07-28 |
update person_title Clair Middleton: Consultant; Regulatory Principal Consultant => Senior Advisor; Regulatory Principal Senior Advisor |
| 2018-04-16 |
update website_status FailedRobots => OK |
| 2018-04-16 |
insert general_emails co..@1stglobal.com |
| 2018-04-16 |
delete address 12750 Merit Drive, Suite 1200
Dallas, TX 75251 |
| 2018-04-16 |
delete address 1st Global
12750 Merit Drive, Suite 1200
Dallas, TX 75251 |
| 2018-04-16 |
delete email fa..@1stglobal.com |
| 2018-04-16 |
delete index_pages_linkeddomain google.com |
| 2018-04-16 |
delete phone (800) 959-8461 |
| 2018-04-16 |
delete phone 214-294-5000 |
| 2018-04-16 |
delete source_ip 208.82.210.229 |
| 2018-04-16 |
insert address 12750 Merit Dr., Ste. 1200
Dallas, TX 75251 |
| 2018-04-16 |
insert alias 1st Global Insurance Services, Inc. |
| 2018-04-16 |
insert email co..@1stglobal.com |
| 2018-04-16 |
insert index_pages_linkeddomain jobs.net |
| 2018-04-16 |
insert person Emily James |
| 2018-04-16 |
insert source_ip 208.82.210.145 |
| 2018-04-16 |
update person_title Ryan George: AVP; Assistant Vice President of Marketing and Communications, Will Be a Presenter at the DigiComm Summit Hosted by PR News on Feb. 22 - 23, 2018 ( More ) => Media Inquiries; Assistant Vice President of Marketing and Communications |
| 2018-04-16 |
update primary_contact 12750 Merit Drive, Suite 1200
Dallas, TX 75251 => 12750 Merit Dr., Ste. 1200
Dallas, TX 75251 |
| 2018-04-16 |
update robots_txt_status www.1stglobal.com: 404 => 200 |
| 2018-03-05 |
update website_status OK => FailedRobots |
| 2018-02-02 |
delete client_pages_linkeddomain irionline.org |
| 2018-02-02 |
delete person Jason Cavness |
| 2018-02-02 |
update person_description Ryan George => Ryan George |
| 2018-02-02 |
update person_title Ryan George: AVP; Assistant Vice President of Marketing and Communications, Will Be a Presenter at the Media Relations Next Practices Conference Hosted by PR News on Dec. 6 - 7, 2017 ( More ) => AVP; Assistant Vice President of Marketing and Communications, Will Be a Presenter at the DigiComm Summit Hosted by PR News on Feb. 22 - 23, 2018 ( More ) |
| 2017-12-24 |
insert cco Adam Schaub |
| 2017-12-24 |
insert person Adam Schaub |
| 2017-12-24 |
insert person Jason Cavness |
| 2017-11-25 |
insert person Holly Peritz |
| 2017-07-07 |
delete client_pages_linkeddomain mystreetscape.com |
| 2017-07-07 |
insert client_pages_linkeddomain wealthscapeinvestor.com |
| 2017-04-03 |
insert person Elier Peraza |
| 2016-11-27 |
delete contact_pages_linkeddomain 1stglobalconsulting.com |
| 2016-11-27 |
delete management_pages_linkeddomain 1stglobalconsulting.com |
| 2016-11-27 |
delete service_pages_linkeddomain 1stglobalconsulting.com |
| 2016-09-20 |
update robots_txt_status fa.1stglobal.com: 0 => 404 |
| 2016-01-25 |
insert otherexecutives Ryan George |
| 2016-01-25 |
delete person Marc Alley |
| 2016-01-25 |
insert person Cindy Scott |
| 2016-01-25 |
insert person Ryan George |
| 2015-09-26 |
insert person Marc Alley |
| 2015-08-29 |
delete cmo Brian M. Finnigan |
| 2015-08-29 |
delete vp Brian M. Finnigan |
| 2015-08-29 |
delete person Brian M. Finnigan |
| 2015-04-01 |
delete vp Paul Stewart |
| 2015-04-01 |
insert coo Paul Stewart |
| 2015-04-01 |
insert evp Paul Stewart |
| 2015-04-01 |
update person_title Al Prentice: Vice President of Key Accounts => Vice President, Strategic Relationships |
| 2015-04-01 |
update person_title Paul Stewart: Vice President; Chief Administrative Officer => Chief Operating Officer; Executive Vice President; Officer |
| 2015-02-22 |
delete person Kenneth Blay |
| 2015-01-25 |
delete cio Matt McBride |
| 2015-01-25 |
delete vp Matt McBride |
| 2015-01-25 |
delete person Matt McBride |
| 2014-11-13 |
delete client_pages_linkeddomain myretirementaccount.net |
| 2014-10-06 |
insert otherexecutives Mary Barakat |
| 2014-10-06 |
insert person Kenneth Blay |
| 2014-10-06 |
update person_title Mary Barakat: Business Development Specialist => Director of Business Development |
| 2014-08-23 |
insert client AXIS Specialty Europe Ltd. |
| 2014-08-23 |
insert client_pages_linkeddomain lloyds.com |
| 2014-06-22 |
delete person Kenneth Blay |
| 2014-04-20 |
update website_status FlippedRobots => OK |
| 2014-04-20 |
insert otherexecutives Jordan Andreola |
| 2014-04-20 |
delete person Rick Arthur |
| 2014-04-20 |
update person_description Jordan Andreola => Jordan Andreola |
| 2014-04-20 |
update person_title Jordan Andreola: National Business Development Consultant => Director of Business Development |
| 2014-04-16 |
update website_status OK => FlippedRobots |
| 2014-03-11 |
insert vpsales Jeff Magson |
| 2014-03-11 |
insert person Kenneth Blay |
| 2014-03-11 |
update person_title Jeff Magson: Vice President of Sales and Platforms; Manager of Strategic Firm Development => Manager of Strategic Firm Development; Vice President of Sales |
| 2013-07-06 |
insert contact_pages_linkeddomain 1stglobalconsulting.com |
| 2013-07-06 |
insert management_pages_linkeddomain 1stglobalconsulting.com |
| 2013-07-06 |
insert service_pages_linkeddomain 1stglobalconsulting.com |
| 2013-07-06 |
update founded_year 1927 => null |
| 2013-05-25 |
update founded_year null => 1927 |
| 2013-04-08 |
delete cio Robert Kirk |
| 2013-04-08 |
delete otherexecutives Robert Kirk |
| 2013-04-08 |
delete person Robert Kirk |
| 2013-04-08 |
insert person Darrell Layman |
| 2013-03-01 |
delete person Peter Ricchiuti |
| 2013-03-01 |
insert person John Kostukovich |