CHAPIN DAVIS INVESTMENTS - History of Changes


DateDescription
2024-03-31 delete email dg..@chapindavis.com
2024-03-31 delete email gs..@chapindavis.com
2024-03-31 delete email jp..@chapindavis.com
2024-03-31 delete email mg..@chapindavis.com
2024-03-31 delete person David A. Gray
2024-03-31 delete person Gene Stice
2024-03-31 delete person Jorge Pelaez
2024-03-31 delete person Mitchell Gray
2024-03-31 insert email ap..@chapindavis.com
2024-03-31 insert email dl..@chapindavis.com
2024-03-31 insert email kl..@chapindavis.com
2024-03-31 insert email rk..@chapindavis.com
2024-03-31 insert person Audrey Par
2024-03-31 insert person Denise Logan
2024-03-31 insert person Ken Leith
2024-03-31 insert person Rob Kaehler
2023-08-09 delete vp John C. Baer
2023-08-09 delete email jb..@chapindavis.com
2023-08-09 delete email jd..@chapindavis.com
2023-08-09 delete email ms..@chapindavis.com
2023-08-09 delete person Jack Davis
2023-08-09 delete person John C. Baer
2023-08-09 insert email sm..@chapindavis.com
2023-08-09 insert person Scott Mann
2023-07-07 insert vp Brenda Moyer
2023-07-07 insert vp Michael Reynolds
2023-07-07 insert vp Patrick Stewart
2023-07-07 delete person Floyd Lankford, III
2023-07-07 insert email ak..@chapindavis.com
2023-07-07 insert email bm..@chapindavis.com
2023-07-07 insert email ds..@chapindavis.com
2023-07-07 insert email gs..@chapindavis.com
2023-07-07 insert email kr..@chapindavis.com
2023-07-07 insert email mr..@chapindavis.com
2023-07-07 insert email ps..@chapindavis.com
2023-07-07 insert person Alex Klopfenstein
2023-07-07 insert person Brenda Moyer
2023-07-07 insert person Duke Surber
2023-07-07 insert person Gene Stice
2023-07-07 insert person Michael Reynolds
2023-07-07 insert person Patrick Stewart
2022-09-12 delete cco Richard Briggs
2022-09-12 delete email dh..@chapindavis.com
2022-09-12 delete email gm..@chapindavis.com
2022-09-12 delete email jm..@chapindavis.com
2022-09-12 delete email mp..@chapindavis.com
2022-09-12 delete email rb..@chapindavis.com
2022-09-12 delete email rc..@chapindavis.com
2022-09-12 delete email sh..@chapindavis.com
2022-09-12 delete person Dori Higdon
2022-09-12 delete person Gus Morrison
2022-09-12 delete person Jaden Medina
2022-09-12 delete person Michele Pasquale
2022-09-12 delete person Richard Briggs
2022-09-12 delete person Sandra Harper
2022-03-12 delete email dr..@chapindavis.com
2022-03-12 delete phone 202-539-8950
2022-03-12 update person_title John Crain: Vice President, Registered Representative and Investment Advisor Representative / Baltimore => Senior Vice President, Registered Representative and Investment Advisor Representative / Baltimore
2021-08-20 delete about_pages_linkeddomain schwab.com
2021-08-20 delete career_pages_linkeddomain schwab.com
2021-08-20 delete contact_pages_linkeddomain schwab.com
2021-08-20 delete index_pages_linkeddomain schwab.com
2021-08-20 delete management_pages_linkeddomain schwab.com
2021-08-20 delete terms_pages_linkeddomain schwab.com
2021-08-20 insert about_pages_linkeddomain envestnet.com
2021-08-20 insert career_pages_linkeddomain envestnet.com
2021-08-20 insert contact_pages_linkeddomain envestnet.com
2021-08-20 insert index_pages_linkeddomain envestnet.com
2021-08-20 insert management_pages_linkeddomain envestnet.com
2021-08-20 insert terms_pages_linkeddomain envestnet.com
2021-07-18 delete email jb..@chapindavis.com
2021-07-18 delete email js..@chapindavis.com
2021-07-18 delete email ks..@chapindavis.com
2021-07-18 insert email jc..@chapindavis.com
2021-07-18 insert email jd..@chapindavis.com
2021-07-18 insert email jm..@chapindavis.com
2021-07-18 insert email mg..@chapindavis.com
2021-07-18 insert person Dawn Weber
2021-07-18 insert person Jack Davis
2021-07-18 insert person Jaden Medina
2021-07-18 insert person John Crain
2021-07-18 insert person Mitchell Gray
2021-04-22 delete source_ip 198.46.81.173
2021-04-22 insert source_ip 209.182.209.72
2021-02-01 insert vp William J. Pearce
2021-02-01 delete contact_pages_linkeddomain fccaccessonline.com
2021-02-01 delete index_pages_linkeddomain fccaccessonline.com
2021-02-01 delete management_pages_linkeddomain fccaccessonline.com
2021-02-01 insert email wp..@chapindavis.com
2021-02-01 insert person William J. Pearce
2020-10-14 delete email sb..@chapindavis.com
2020-10-14 delete person Sheila Beck
2020-08-01 delete email jp..@chapindavis.com
2020-08-01 delete email jt..@chapindavis.com
2020-08-01 delete email kg..@chapindavis.com
2020-08-01 delete person Joe Paul
2020-04-28 delete vp Diane Buchanan
2020-04-28 delete email cw..@chapindavis.com
2020-04-28 delete email db..@chapindavis.com
2020-04-28 delete email jw..@chapindavis.com
2020-04-28 delete email jz..@chapindavis.com
2020-04-28 delete email sz..@chapindavis.com
2020-04-28 delete email tj..@chapindavis.com
2020-04-28 delete person Diane Buchanan
2020-04-28 delete person Sharon Zogby
2020-02-27 delete email jg..@chapindavis.com
2020-02-27 delete person Julia S. Gray
2019-05-25 delete person Sr. CSR Chapin Davis
2019-05-25 insert email jp..@chapindavis.com
2019-05-25 insert email jt..@chapindavis.com
2019-05-25 insert person Joe Paul
2019-05-25 update person_title Michael A. Galantino: President - Capital Markets & Investment Banking => President Capital Markets / Bala Cynwyd, PA.
2019-03-15 insert email cs..@chapindavis.com
2019-03-15 insert email jp..@chapindavis.com
2019-03-15 insert email mg..@chapindavis.com
2019-03-15 insert person Jorge Pelaez
2019-03-15 insert person Michael A. Galantino
2018-08-05 insert cco Richard Briggs
2018-08-05 delete email cb..@chapindavis.com
2018-08-05 delete email cb..@chapindavis.com
2018-08-05 delete email gc..@chapindavis.com
2018-08-05 delete email th..@chapindavis.com
2018-08-05 delete person Charles Besche
2018-08-05 delete person Tim Hurtt
2018-08-05 insert email ks..@chapindavis.com
2018-08-05 insert email rb..@chapindavis.com
2018-08-05 insert person Richard Briggs
2017-10-24 delete person James P. McManus III
2017-09-14 delete email dn..@chapindavis.com
2017-09-14 delete email sk..@chapindavis.com
2017-09-14 delete person Donna Nguyen
2017-09-14 delete person Scott Kelly
2017-07-28 insert person James P. McManus III
2017-06-25 delete president James P. McManus III
2017-06-25 delete person James P. McManus III
2017-05-11 delete address 2 Village Square, Suite 200 Baltimore MD 21210
2017-05-11 delete address 2 Village Square, Suite 200 Baltimore MD 21210 Peoria
2017-05-11 delete email kc..@chapindavis.com
2017-05-11 insert address 1411 Clarkview Road Baltimore, MD 21209 Peoria
2017-03-07 delete email lf..@chapindavis.com
2017-03-07 delete email mf..@chapindavis.com
2017-03-07 delete email ww..@chapindavis.com
2017-03-07 delete person Lisa Friedrich
2017-03-07 delete person Mark Friedrich
2017-03-07 insert email cb..@chapindavis.com
2017-03-07 insert email dn..@chapindavis.com
2017-03-07 insert email rc..@chapindavis.com
2017-03-07 insert person Donna Nguyen
2017-01-18 delete email cb..@chapindavis.com
2017-01-18 delete email rd..@chapindavis.com
2017-01-18 delete person Katie Gibbs
2017-01-18 delete person Rusty Denner
2017-01-18 insert about_pages_linkeddomain ourchapindavis.com
2017-01-18 insert career_pages_linkeddomain ourchapindavis.com
2017-01-18 insert contact_pages_linkeddomain ourchapindavis.com
2017-01-18 insert email jg..@chapindavis.com
2017-01-18 insert index_pages_linkeddomain ourchapindavis.com
2017-01-18 insert management_pages_linkeddomain ourchapindavis.com
2017-01-18 insert person Floyd Lankford, III
2017-01-18 insert person Julia S. Gray
2017-01-18 insert terms_pages_linkeddomain ourchapindavis.com
2016-10-22 delete email ba..@chapindavis.com
2016-10-22 delete email cg..@chapindavis.com
2016-10-22 delete person Clarence Grant
2016-10-22 delete person R. Bruce Alderman
2016-10-22 update person_title Alex Frisch: Vice President - Investment Advisor Representative => Senior Vice President - Investment Advisor Representative
2016-10-22 update person_title Carl Williams: Vice President - Investment Advisor Representative => Senior Vice President - Investment Advisor Representative
2016-10-22 update person_title Craig Diamond: Vice President - Investment Advisor Representative => Senior Vice President - Investment Advisor Representative
2016-10-22 update person_title Elisabeth Albert Hayes: Senior Vice President, Investments / Chairman of the Board; Chairman of the Board => Senior Vice President - Investment Advisor Representative / Chairman of the Board; Chairman of the Board
2016-10-22 update person_title Tim Hurtt: Vice President - Investment Advisor Representative => Senior Vice President - Investment Advisor Representative
2016-07-23 delete email af..@chapindavis.com
2016-07-23 insert email af..@chapindavis.com
2016-07-23 insert email sb..@chapindavis.com
2016-07-23 insert person Sammy Barsa
2016-07-23 update person_title Elisabeth Albert Hayes: Chairman of the Board / Vice President - Investment Advisor Representative; Chairman of the Board => Senior Vice President, Investments / Chairman of the Board; Chairman of the Board
2016-06-10 delete email cl..@chapindavis.com
2016-06-10 delete email cs..@chapindavis.com
2016-06-10 delete person Charles Laubach
2016-06-10 delete person Christopher Snowling
2016-06-10 update person_title Alex Frisch: Senior Vice President, Investments => Vice President - Investment Advisor Representative
2016-06-10 update person_title Carl Williams: Senior Vice President, Investments => Vice President - Investment Advisor Representative
2016-06-10 update person_title Craig Diamond: Senior Vice President, Investments => Vice President - Investment Advisor Representative
2016-06-10 update person_title Elisabeth Albert Hayes: Chairman of the Board / Senior Vice President, Investments; Chairman of the Board => Chairman of the Board / Vice President - Investment Advisor Representative; Chairman of the Board
2016-06-10 update person_title George Grewe: Vice President, Investments => Vice President - Investment Advisor Representative
2016-06-10 update person_title Jay Smith: Vice President, Investments => Vice President - Investment Advisor Representative
2016-06-10 update person_title Jeffrey Goldman: Vice President, Investments => Vice President - Investment Advisor Representative
2016-06-10 update person_title Mark Swensen: Vice President, Investments => Vice President - Investment Advisor Representative
2016-06-10 update person_title Steve Kurzweil: Vice President, Investments => Vice President - Investment Advisor Representative
2016-06-10 update person_title Thomas Jester: Senior Vice President, Investments => Vice President - Investment Advisor Representative
2016-06-10 update person_title Tim Hurtt: Senior Vice President, Investments => Vice President - Investment Advisor Representative
2016-03-27 insert chairman Elisabeth Albert Hayes
2016-03-27 update person_title Elisabeth Albert Hayes: Interim Chairman of the Board / Senior Vice President, Investments => Chairman of the Board / Senior Vice President, Investments; Chairman of the Board
2016-02-04 delete email ab..@chapindavis.com
2016-02-04 delete email ah..@chapindavis.com
2016-02-04 delete email kj..@chapindavis.com
2016-02-04 delete person Alexander Brown
2016-02-04 delete person Ashley Hardy
2016-02-04 delete person George Crewe
2016-02-04 delete person Kevin Jedlicka
2016-02-04 insert person George Grewe
2016-02-04 insert person James P. McManus III
2016-02-04 insert person Katie Gibbs
2016-02-04 insert person Sr. CSR Chapin Davis
2016-02-04 update person_title Elisabeth Albert Hayes: Senior Vice President, Investments => Interim Chairman of the Board / Senior Vice President, Investments
2016-02-04 update person_title Mark Friedrich: President, Chapin Davis Insurance => Midwest Regional President
2015-09-18 delete email cw..@chapindavis.com
2015-09-18 delete person Conrad Whitescarver
2015-06-03 insert contact_pages_linkeddomain fccaccessonline.com
2015-06-03 insert contact_pages_linkeddomain schwab.com
2015-06-03 insert index_pages_linkeddomain fccaccessonline.com
2015-06-03 insert index_pages_linkeddomain schwab.com
2015-06-03 insert management_pages_linkeddomain fccaccessonline.com
2015-06-03 insert management_pages_linkeddomain schwab.com
2015-05-01 insert email ah..@chapindavis.com
2015-05-01 insert email cl..@chapindavis.com
2015-05-01 insert email dg..@chapindavis.com
2015-05-01 insert person Ashley Hardy
2015-05-01 insert person Charles Laubach
2015-05-01 insert person David A. Gray
2015-02-28 delete source_ip 216.248.205.72
2015-02-28 insert source_ip 198.46.81.173
2015-02-28 update robots_txt_status www.chapindavis.com: 404 => 200
2015-01-03 delete person Todd D. Clay
2014-09-27 insert person Michele Pasquale
2014-08-19 insert person Dawn G. Wiley
2014-08-19 insert person Rhonda Greenfield
2014-08-19 insert person Steve Matlack
2014-06-03 delete person David Goldman
2014-06-03 update person_title Thomas Thibeault, Sr.: Vice President, Investments => Board of Directors / Vice President, Investments
2014-03-03 insert person Todd D. Clay
2013-11-09 update person_title Thomas A. Brubaker: Vice President, Investments => Senior Vice President, Investments
2013-10-12 delete vp Tom Brubaker
2013-10-12 update person_title Tom Brubaker: Vice President => Vice President, Investments
2013-08-15 delete person Kevin Jedlicka
2013-08-15 update person_title Claudette Boudreaux: Board of Directors / Vice President, Investments => Vice President, Investments
2013-08-15 update person_title Elisabeth Albert Hayes: Board of Directors / Senior Vice President, Investments => Senior Vice President, Investments
2013-08-15 update person_title William Whitescarver: Board of Directors / Vice President Investments => Vice President Investments
2013-07-05 delete person Donna Levin
2013-07-05 delete person Jeffrey Plesser
2013-07-05 delete person Michael Dougherty
2013-05-24 insert otherexecutives Sheila Beck
2013-05-24 insert vp Diane Buchanan
2013-05-24 insert vp Tom Brubaker
2013-05-24 delete person George Smith
2013-05-24 insert person Carl Williams
2013-05-24 insert person Diane Buchanan
2013-05-24 insert person Sheila Beck
2013-05-24 insert person Thomas Jester
2013-05-24 insert person Tom Brubaker
2013-05-24 update person_title Claudette Boudreaux: Vice President, Investments => Board of Directors / Vice President, Investments