| Date | Description |
|---|
| 2024-04-02 |
insert otherexecutives Charlotte Desai |
| 2024-04-02 |
insert vp Michael Amelio |
| 2024-04-02 |
update person_title Allison Murphy: Analyst => Senior Analyst |
| 2024-04-02 |
update person_title Charlotte Desai: Marketing Associate => Art Director |
| 2024-04-02 |
update person_title Gordon Stofer: Co - Chairman; Founder => Founder; Executive Chairman |
| 2024-04-02 |
update person_title Michael Amelio: Senior Associate => Vice President |
| 2023-07-09 |
insert person Carlton Ogata |
| 2023-06-05 |
delete source_ip 35.232.188.105 |
| 2023-06-05 |
insert source_ip 35.212.127.26 |
| 2023-03-29 |
delete otherexecutives Merritt Jackley |
| 2023-03-29 |
delete person Merritt Jackley |
| 2023-03-29 |
insert person Charlie Montang |
| 2023-02-26 |
insert email sb..@cherrytree.com |
| 2023-01-25 |
update person_title Alex Brigino: Senior Analyst => Associate |
| 2023-01-25 |
update person_title David Wetterstrom: Senior Analyst => Associate |
| 2022-12-24 |
insert otherexecutives Scott Brown |
| 2022-12-24 |
insert person Scott Brown |
| 2022-11-22 |
insert otherexecutives Troy J. Kerin |
| 2022-11-22 |
insert person Troy J. Kerin |
| 2022-09-20 |
delete otherexecutives Chuck Gorman |
| 2022-09-20 |
insert vp Justin Krabben |
| 2022-09-20 |
delete person John Bergstrom |
| 2022-09-20 |
delete service_pages_linkeddomain constantcontact.com |
| 2022-09-20 |
insert person Justin Krabben |
| 2022-09-20 |
update person_description Chuck Gorman => Chuck Gorman |
| 2022-09-20 |
update person_title Chuck Gorman: Senior Executive Director => null |
| 2022-07-19 |
delete otherexecutives Gordon Stofer |
| 2022-07-19 |
delete otherexecutives Tony Christianson |
| 2022-07-19 |
insert cco Jane Bortnem |
| 2022-07-19 |
insert chairman Gordon Stofer |
| 2022-07-19 |
insert chairman Tony Christianson |
| 2022-07-19 |
insert person Allison Murphy |
| 2022-07-19 |
update person_title Gordon Stofer: Member of the Board; Founder => Co - Chairman; Founder |
| 2022-07-19 |
update person_title Jane Bortnem: Chief Financial Officer => CFO; CCO; Partner |
| 2022-07-19 |
update person_title Tony Christianson: Member of the Board; Founder => Co - Chairman; Founder |
| 2022-05-17 |
delete vp Ben Huss |
| 2022-05-17 |
delete vp Merritt Jackley |
| 2022-05-17 |
delete person Ben Huss |
| 2022-05-17 |
delete person Chari Fournier |
| 2022-05-17 |
insert person Michael Amelio |
| 2022-05-17 |
update person_title Alex Brigino: Analyst => Senior Analyst |
| 2022-05-17 |
update person_title Merritt Jackley: Vice President; Director => Director |
| 2022-04-16 |
delete ceo Gordon Stofer |
| 2022-04-16 |
delete ceo Tony Christianson |
| 2022-04-16 |
insert otherexecutives Gordon Stofer |
| 2022-04-16 |
insert otherexecutives Tony Christianson |
| 2022-04-16 |
insert address 301 Carlson Parkway, #103
Minnetonka, MN 55305 |
| 2022-04-16 |
insert email ch..@cherrytree.com |
| 2022-04-16 |
update person_title Gordon Stofer: Founder; Managing Partner => Member of the Board; Founder |
| 2022-04-16 |
update person_title Tony Christianson: Founder; Managing Partner => Member of the Board; Founder |
| 2022-03-16 |
insert otherexecutives Merritt Jackley |
| 2022-03-16 |
delete person Skyler Palmer |
| 2022-03-16 |
delete person Tyler Norgren |
| 2022-03-16 |
insert person David Wetterstrom |
| 2022-03-16 |
insert person Lora Hicks |
| 2022-03-16 |
update person_title Merritt Jackley: Vice President => Vice President; Director |
| 2021-09-28 |
insert person Charlotte Desai |
| 2021-07-24 |
insert vp Ben Huss |
| 2021-07-24 |
update person_title Ben Huss: Senior Associate => Vice President |
| 2021-06-22 |
delete otherexecutives Mike Buttry |
| 2021-06-22 |
insert founder Gordon Stofer |
| 2021-06-22 |
insert founder Tony Christianson |
| 2021-06-22 |
insert managingdirector Mike Buttry |
| 2021-06-22 |
delete source_ip 35.208.223.72 |
| 2021-06-22 |
insert source_ip 35.232.188.105 |
| 2021-06-22 |
update person_title Gordon Stofer: Managing Partner => Founder; Managing Partner |
| 2021-06-22 |
update person_title Mike Buttry: Senior Executive Director => Managing Director |
| 2021-06-22 |
update person_title Tony Christianson: Managing Partner => Founder; Managing Partner |
| 2021-05-22 |
insert email eb..@cherrytree.com |
| 2021-04-07 |
delete index_pages_linkeddomain conta.cc |
| 2021-04-07 |
insert person Alex Brigino |
| 2021-04-07 |
insert person Tyler Norgren |
| 2021-04-07 |
update person_description Dave Latzke => Dave Latzke |
| 2021-02-01 |
delete managingdirector Steve Ruelle |
| 2021-02-01 |
delete otherexecutives Mik Gusenius |
| 2021-02-01 |
insert managingdirector Mik Gusenius |
| 2021-02-01 |
delete email sr..@cherrytree.com |
| 2021-02-01 |
delete person Joseph McArthur |
| 2021-02-01 |
delete person Steve Ruelle |
| 2021-02-01 |
delete person Tom Astrup |
| 2021-02-01 |
delete source_ip 199.16.172.205 |
| 2021-02-01 |
insert index_pages_linkeddomain conta.cc |
| 2021-02-01 |
insert source_ip 35.208.223.72 |
| 2021-02-01 |
update person_title Mik Gusenius: Director in; Director => Managing Director in; Managing Director |
| 2020-09-24 |
delete email eb..@cherrytree.com |
| 2020-09-24 |
delete management_pages_linkeddomain tchabitat.org |
| 2020-07-14 |
update person_title Ben Huss: Associate => Senior Associate |
| 2020-05-09 |
insert email mb..@cherrytree.com |
| 2020-03-10 |
delete source_ip 199.16.172.94 |
| 2020-03-10 |
insert source_ip 199.16.172.205 |
| 2020-01-08 |
insert person Mike Buttry |
| 2019-10-08 |
delete managingdirector Chad Johnson |
| 2019-10-08 |
delete managingdirector Dave Latzke |
| 2019-10-08 |
insert ceo Chad Johnson |
| 2019-10-08 |
insert ceo Dave Latzke |
| 2019-10-08 |
update person_title Chad Johnson: Member of the Investment Banking Team; Managing Director in Cherry Tree & Associates; Managing Director; Partner => Member of the Investment Banking Team; Managing Partner; Managing Partner in Cherry Tree & Associates |
| 2019-10-08 |
update person_title Dave Latzke: Member of the Investment Banking Team; Managing Director; Managing Director at Cherry Tree & Associates; Partner => Member of the Investment Banking Team; Managing Partner at Cherry Tree & Associates; Managing Partner |
| 2019-09-07 |
delete person Bea Mulawarman |
| 2019-09-07 |
delete source_ip 209.15.20.224 |
| 2019-09-07 |
insert person Deb Opificius |
| 2019-09-07 |
insert person Kaitlyn Puente |
| 2019-09-07 |
insert source_ip 199.16.172.94 |
| 2019-09-07 |
update person_description Erin Buchen => Erin Buchen |
| 2019-09-07 |
update person_title Erin Buchen: Assistant; Investment Advisor; Investment Advisor Assistant Bio; Member of the Wealth Management Team => Paraplanner; Member of the Wealth Management Team |
| 2019-08-08 |
delete person Kathleen Tranovich |
| 2019-08-08 |
delete person Lora Hicks |
| 2019-08-08 |
insert person Justin Frys |
| 2019-08-08 |
insert person Winnie Robinson |
| 2019-08-08 |
update person_title Ben Huss: Member of the Investment Banking Team; Senior Analyst => Associate; Member of the Investment Banking Team |
| 2019-07-08 |
delete managingdirector John Bergstrom |
| 2019-07-08 |
delete email mo..@cherrytree.com |
| 2019-07-08 |
delete person Jade Hemiller |
| 2019-07-08 |
insert email bm..@cherrytree.com |
| 2019-07-08 |
insert email cf..@cherrytree.com |
| 2019-07-08 |
update person_title John Bergstrom: Member of the Investment Banking Team; Managing Director => Member of the Investment Banking Team; Senior Advisor |
| 2019-06-04 |
insert vp Merritt Jackley |
| 2019-06-04 |
insert person Joseph McArthur |
| 2019-06-04 |
insert person Merritt Jackley |
| 2019-04-28 |
delete vp Ben Ikeda |
| 2019-04-28 |
delete person Ben Ikeda |
| 2019-04-28 |
delete person Matt Otto |
| 2019-03-29 |
insert person Thomas Astrup |
| 2019-02-07 |
delete person Alex Young |
| 2019-02-07 |
delete source_ip 37.60.244.126 |
| 2019-02-07 |
insert person Denise Engebretson |
| 2019-02-07 |
insert person Lora Hicks |
| 2019-02-07 |
insert source_ip 209.15.20.224 |
| 2019-02-07 |
update person_description Conner Kolodge => Conner Kolodge |
| 2019-02-07 |
update person_title Ben Huss: Member of the Investment Banking Team; Analyst => Member of the Investment Banking Team; Senior Analyst |
| 2018-12-14 |
insert vp Ben Ikeda |
| 2018-12-14 |
delete person Amber Miller |
| 2018-12-14 |
delete source_ip 104.199.120.207 |
| 2018-12-14 |
insert source_ip 37.60.244.126 |
| 2018-12-14 |
update person_description Ben Ikeda => Ben Ikeda |
| 2018-12-14 |
update person_title Ben Ikeda: Senior Associate; Member of the Investment Banking Team => Vice President; Member of the Investment Banking Team; Vice President in Cherry Tree & Associates |
| 2018-09-28 |
delete email eb..@cherrytree.com |
| 2018-09-28 |
delete person Liz O'Neill |
| 2018-09-28 |
insert person Bea Mulawarman |
| 2018-08-05 |
delete person James Dohnalek |
| 2018-08-05 |
insert person Ben Huss |
| 2018-08-05 |
update person_title Alex Young: Member of the Investment Banking Team; Analyst => Member of the Investment Banking Team; Senior Analyst |
| 2018-05-28 |
delete general_emails in..@adamsmithadvisors.com |
| 2018-05-28 |
delete email in..@adamsmithadvisors.com |
| 2018-05-28 |
insert email eb..@cherrytree.com |
| 2018-05-28 |
update person_description Charlotte Fournier => Charlotte Fournier |
| 2018-05-28 |
update person_description Jane Bortnem => Jane Bortnem |
| 2018-05-28 |
update person_description Jennifer Christianson => Jennifer Christianson |
| 2018-05-28 |
update person_description Liz O'Neill => Liz O'Neill |
| 2018-04-06 |
insert managingdirector WAYNE ATKINS |
| 2018-04-06 |
delete person Doug Forsberg |
| 2018-04-06 |
delete person Janet Pollish |
| 2018-04-06 |
insert person CHARI FOURNIER |
| 2018-04-06 |
insert person Jade Hemiller |
| 2018-04-06 |
insert person WAYNE ATKINS |
| 2018-04-06 |
update person_title Charlotte Fournier: Member of the Investment Banking Team; Marketing Associate; Mktg Associate; Member of the Wealth Management Team => Member of the Investment Banking Team; Marketing Associate; Member of the Wealth Management Team |
| 2018-02-18 |
update person_title Chuck Gorman: Member of the Investment Banking Team; Senior Director; Partner => Member of the Investment Banking Team; Senior Executive Director; Partner |
| 2018-02-18 |
update person_title Elmer Baldwin: Member of the Investment Banking Team; Senior Director, Technology; Senior Director => Member of the Investment Banking Team; Senior Executive Director, Technology; Senior Executive Director |
| 2018-02-18 |
update person_title Keith Tufte: Investment Advisor; Member of the Wealth Management Team; President => Investment Advisor; President, Investment Advisor Bio; Member of the Wealth Management Team; President |
| 2018-01-06 |
delete managingdirector Elmer Baldwin |
| 2018-01-06 |
insert otherexecutives Chuck Gorman |
| 2018-01-06 |
insert otherexecutives Elmer Baldwin |
| 2018-01-06 |
update person_title Chad Johnson: Member of the Investment Banking Team; Managing Director in Cherry Tree & Associates; Managing Director => Member of the Investment Banking Team; Managing Director in Cherry Tree & Associates; Managing Director; Partner |
| 2018-01-06 |
update person_title Chuck Gorman: Member of the Investment Banking Team; Senior Advisor => Member of the Investment Banking Team; Senior Director; Partner |
| 2018-01-06 |
update person_title Dave Latzke: Member of the Investment Banking Team; Managing Director; Managing Director at Cherry Tree & Associates => Member of the Investment Banking Team; Managing Director; Managing Director at Cherry Tree & Associates; Partner |
| 2018-01-06 |
update person_title Elmer Baldwin: Member of the Investment Banking Team; Managing Director => Member of the Investment Banking Team; Senior Director, Technology; Senior Director |
| 2018-01-06 |
update person_title Jane Bortnem: Member of the Investment Banking Team; Chief Financial Officer; Member of the Wealth Management Team => Member of the Investment Banking Team; Chief Financial Officer; Partner; Member of the Wealth Management Team |
| 2017-12-08 |
insert managingdirector Elmer Baldwin |
| 2017-12-08 |
insert managingdirector Steve Ruelle |
| 2017-12-08 |
insert person Steve Ruelle |
| 2017-12-08 |
update person_title Elmer Baldwin: Member of the Investment Banking Team; Senior Advisor => Member of the Investment Banking Team; Managing Director |
| 2017-11-03 |
delete managingdirector Elmer Baldwin |
| 2017-11-03 |
delete managingdirector Jim Dolan |
| 2017-11-03 |
delete person Jim Dolan |
| 2017-11-03 |
update person_title Elmer Baldwin: Member of the Investment Banking Team; Managing Director => Member of the Investment Banking Team; Senior Advisor |
| 2017-09-28 |
delete managingdirector Chuck Gorman |
| 2017-09-28 |
delete managingdirector Paul Novak |
| 2017-09-28 |
delete person Kevin McKenna |
| 2017-09-28 |
delete person Paul Novak |
| 2017-09-28 |
insert associated_investor Legacy Venture |
| 2017-09-28 |
update person_description John Bergstrom => John Bergstrom |
| 2017-09-28 |
update person_title Chuck Gorman: Member of the Investment Banking Team; Managing Director => Member of the Investment Banking Team; Senior Advisor |
| 2017-08-13 |
insert email jd..@cherrytree.com |
| 2017-08-13 |
insert person Alex Young |
| 2017-07-16 |
delete person Marty McClure |
| 2017-07-16 |
insert person James Dohnalek |
| 2017-07-16 |
update person_title Ben Ikeda: Associate; Member of the Investment Banking Team => Senior Associate; Member of the Investment Banking Team |
| 2017-07-16 |
update person_title Chelsea Tufte: Associate; Investment Advisor; Member of the Wealth Management Team; Advisor => Investment Advisor; Member of the Wealth Management Team |
| 2017-07-16 |
update person_title Matt Otto: Associate; Member of the Investment Banking Team => Senior Associate; Member of the Investment Banking Team |
| 2017-06-08 |
delete otherexecutives Frank McEvoy |
| 2017-06-08 |
insert general_emails in..@adamsmithadvisors.com |
| 2017-06-08 |
delete email al..@cherrytree.com |
| 2017-06-08 |
delete person Allison Livermore |
| 2017-06-08 |
delete person Andrew Kimble |
| 2017-06-08 |
delete person Donna White |
| 2017-06-08 |
delete person Frank McEvoy |
| 2017-06-08 |
insert email in..@adamsmithadvisors.com |
| 2017-06-08 |
insert person Erin Buchen |
| 2017-04-30 |
delete managingdirector Mark Hamilton |
| 2017-04-30 |
insert managingdirector Jim Dolan |
| 2017-04-30 |
insert managingdirector John Bergstrom |
| 2017-04-30 |
insert president Keith Tufte |
| 2017-04-30 |
delete email jb@riverpt.com |
| 2017-04-30 |
delete person Ashley Heintzelman |
| 2017-04-30 |
delete person Kira Clunis |
| 2017-04-30 |
delete person Mark Hamilton |
| 2017-04-30 |
delete person Sandy Trump |
| 2017-04-30 |
delete source_ip 50.57.204.4 |
| 2017-04-30 |
insert email al..@cherrytree.com |
| 2017-04-30 |
insert email jb..@cherrytree.com |
| 2017-04-30 |
insert person Allison Livermore |
| 2017-04-30 |
insert person Amber Miller |
| 2017-04-30 |
insert person Conner Kolodge |
| 2017-04-30 |
insert person Donna White |
| 2017-04-30 |
insert source_ip 104.199.120.207 |
| 2017-04-30 |
update person_description Chuck Gorman => Chuck Gorman |
| 2017-04-30 |
update person_description John Bergstrom => John Bergstrom |
| 2017-04-30 |
update person_description John O'Connor => John O'Connor |
| 2017-04-30 |
update person_description Kathleen Tranovich => Kathleen Tranovich |
| 2017-04-30 |
update person_description Mik Gusenius => Mik Gusenius |
| 2017-04-30 |
update person_title Chelsea Tufte: Associate; Member of the Wealth Management Team; Advisor => Associate; Investment Advisor; Member of the Wealth Management Team; Advisor |
| 2017-04-30 |
update person_title Dave Latzke: Member of the Investment Banking Team; Managing Director => Member of the Investment Banking Team; Managing Director; Managing Director at Cherry Tree & Associates |
| 2017-04-30 |
update person_title Jim Dolan: Member of the Investment Banking Team; Managing Partner => Member of the Investment Banking Team; Managing Director; Managing Partner |
| 2017-04-30 |
update person_title John Bergstrom: Member of the Investment Banking Team; Senior Advisor => Member of the Investment Banking Team; Managing Director |
| 2017-04-30 |
update person_title Keith Tufte: Investment Advisor; Member of the Wealth Management Team => Investment Advisor; Member of the Wealth Management Team; President |
| 2017-04-30 |
update person_title Kevin O'Connor: Investment Advisor; Member of the Wealth Management Team => Vice Chairman; Member of the Wealth Management Team |
| 2017-04-30 |
update person_title Paul Novak: Member of the Investment Banking Team; Managing Director in Cherry Tree & Associates; Managing Director; Managing Partner => Member of the Investment Banking Team; Managing Director in Cherry Tree & Associates; Managing Director |
| 2016-01-30 |
delete source_ip 147.202.201.252 |
| 2016-01-30 |
insert source_ip 50.57.204.4 |
| 2016-01-30 |
update robots_txt_status www.cherrytree.com: 404 => 200 |
| 2015-06-29 |
delete person Amy Dircks |
| 2015-05-31 |
insert person Elmer Baldwin |
| 2015-05-03 |
delete person Rick Akaishi |
| 2015-02-08 |
insert person Ashley Heintzelman |
| 2014-09-25 |
delete managingdirector Jimmy Beloff |
| 2014-09-25 |
delete managingdirector Nestor Jaramillo |
| 2014-09-25 |
insert managingdirector Paul Novak |
| 2014-09-25 |
delete person Jimmy Beloff |
| 2014-09-25 |
delete person Nestor Jaramillo |
| 2014-09-25 |
delete source_ip 209.98.30.66 |
| 2014-09-25 |
insert person Paul Novak |
| 2014-09-25 |
insert person Rick Akaishi |
| 2014-09-25 |
insert source_ip 147.202.201.252 |
| 2014-08-18 |
delete person Rachael Morford |
| 2014-07-14 |
delete office_emails da..@cherrytree.com |
| 2014-07-14 |
delete address 950 E. State Highway 114
Suite 160
Southlake TX 76092 |
| 2014-07-14 |
delete email da..@cherrytree.com |
| 2014-07-14 |
delete fax 888-377-4841 |
| 2014-07-14 |
delete person Wade Myers |
| 2014-07-14 |
delete phone 972-275-9233 |
| 2014-05-06 |
update person_description Wayne Atkins => Wayne Atkins |
| 2014-01-28 |
insert email jo..@cherrytree.com |
| 2014-01-28 |
insert email ke..@cherrytree.com |
| 2014-01-28 |
insert email ko..@cherrytree.com |
| 2014-01-28 |
insert person Chelsea Tufte |
| 2013-12-03 |
insert person Doug Forsberg |
| 2013-12-03 |
insert person Janet Pollish |
| 2013-06-29 |
insert ceo Dave Latzke |
| 2013-06-29 |
update person_description Dave Latzke => Dave Latzke |
| 2013-06-29 |
update person_title Dave Latzke: null => Managing Director |
| 2013-04-14 |
delete address 5215 N. O'Connor Blvd., Suite 200
Irving, TX 75039 |
| 2013-04-14 |
delete associated_investor Brentwood Associates |
| 2013-04-14 |
insert address 950 E. State Highway 114
Suite 160
Southlake TX 76092 |