| Date | Description |
|---|
| 2023-04-14 |
delete otherexecutives Eric Zehnder |
| 2023-04-14 |
delete otherexecutives Geoff Nelson |
| 2023-04-14 |
delete address 12455 SW 68th Avenue
Portland, Oregon 97223 |
| 2023-04-14 |
delete email am..@merceradvisors.com |
| 2023-04-14 |
delete email bc..@merceradvisors.com |
| 2023-04-14 |
delete email ez..@merceradvisors.com |
| 2023-04-14 |
delete email gn..@merceradvisors.com |
| 2023-04-14 |
delete email hh..@merceradvisors.com |
| 2023-04-14 |
delete email jg..@merceradvisors.com |
| 2023-04-14 |
delete person Andrea McCarthy |
| 2023-04-14 |
delete person Brandon Capicotto |
| 2023-04-14 |
delete person Eric Zehnder |
| 2023-04-14 |
delete person Geoff Nelson |
| 2023-04-14 |
delete person Haley Hegenauer |
| 2023-04-14 |
delete phone 818.713.8060 |
| 2023-04-14 |
delete source_ip 35.227.48.123 |
| 2023-04-14 |
insert address 4800 SW Meadows Road
Suite 300
Lake Oswego, Oregon
97035 |
| 2023-04-14 |
insert email bt..@merceradvisors.com |
| 2023-04-14 |
insert email ds..@merceradvisors.com |
| 2023-04-14 |
insert email dw..@merceradvisors.com |
| 2023-04-14 |
insert email ja..@merceradvisors.com |
| 2023-04-14 |
insert email kb..@merceradvisors.com |
| 2023-04-14 |
insert email kr..@merceradvisors.com |
| 2023-04-14 |
insert email nb..@merceradvisors.com |
| 2023-04-14 |
insert email sb..@merceradvisors.com |
| 2023-04-14 |
insert email sc..@merceradvisors.com |
| 2023-04-14 |
insert person Bonnie Travers |
| 2023-04-14 |
insert person Dave Werle |
| 2023-04-14 |
insert person Dawn G. Starks |
| 2023-04-14 |
insert person Jennifer Adams |
| 2023-04-14 |
insert person Kathryn Beach |
| 2023-04-14 |
insert person Kristen Revis |
| 2023-04-14 |
insert person Niki Barnes |
| 2023-04-14 |
insert person Sarah Cannon |
| 2023-04-14 |
insert person Scott Brooks |
| 2023-04-14 |
insert phone 888.642.1000 |
| 2023-04-14 |
insert source_ip 141.193.213.11 |
| 2023-04-14 |
insert source_ip 141.193.213.10 |
| 2023-04-14 |
update person_description Adam Frinsco => Adam Frinsco |
| 2023-04-14 |
update person_description Alan Thomson => Alan Thomson |
| 2023-04-14 |
update person_description Christopher Currin => Christopher Currin |
| 2023-04-14 |
update person_description Dale Acton => Dale Acton |
| 2023-04-14 |
update person_description David H. Levy => David H. Levy |
| 2023-04-14 |
update person_description Evan Bachman => Evan Bachman |
| 2023-04-14 |
update person_description Greta Fure => Greta Fure |
| 2023-04-14 |
update person_description Jack Thompson => Jack Thompson |
| 2023-04-14 |
update person_description Jake Meza => Jake Meza |
| 2023-04-14 |
update person_description Jefferson Bell => Jefferson Bell |
| 2023-04-14 |
update person_description Johannes Fure => Johannes Fure |
| 2023-04-14 |
update person_description John Howard => John Howard |
| 2023-04-14 |
update person_description Karin Fure => Karin Fure |
| 2023-04-14 |
update person_description Kristy Jordan => Kristy Jordan |
| 2023-04-14 |
update person_description Mary Jackson => Mary Jackson |
| 2023-04-14 |
update person_description Melanie Fitzgerald => Melanie Fitzgerald |
| 2023-04-14 |
update person_description Noah Reichert => Noah Reichert |
| 2023-04-14 |
update person_description Sally Toomey => Sally Toomey |
| 2023-04-14 |
update person_title Bradley Anderson: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-14 |
update person_title Evan Bachman: Associate Financial Planner => Financial Planner |
| 2023-04-14 |
update person_title Gabrielle Mollick: Financial Planner => Associate Wealth Advisor |
| 2023-04-14 |
update person_title George Herr: Associate Financial Planner => Financial Planner |
| 2023-04-14 |
update person_title Henry Cox: Client Service Specialist => Associate Financial Planner |
| 2023-04-14 |
update person_title Kaz Woodward: Financial Planner => Associate Wealth Advisor |
| 2023-04-14 |
update person_title Rebekah Burns: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-14 |
update person_title Scott Hancock: Client Service Specialist => Client Service Manager, Wealth Path Group |
| 2023-04-14 |
update person_title Scott Weigel: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-14 |
update person_title Stella Doyle: Associate Financial Planner => Financial Planner |
| 2023-04-14 |
update person_title W. Thomas McNary: Wealth Advisor => Wealth Advisor, Director |
| 2023-03-14 |
insert otherexecutives John Walker |
| 2023-03-14 |
insert otherexecutives Lucas Schwaller |
| 2023-03-14 |
delete address 3333 Piedmont Road
Suite 2010
Atlanta, Georgia 30305 |
| 2023-03-14 |
delete email cs..@merceradvisors.com |
| 2023-03-14 |
delete email jb..@merceradvisors.com |
| 2023-03-14 |
delete email js..@merceradvisors.com |
| 2023-03-14 |
delete email lp..@merceradvisors.com |
| 2023-03-14 |
delete email vw..@merceradvisors.com |
| 2023-03-14 |
delete email ws..@merceradvisors.com |
| 2023-03-14 |
delete person Carolyn Stillman |
| 2023-03-14 |
delete person Janis Biggers |
| 2023-03-14 |
delete person Jesse Schenck |
| 2023-03-14 |
delete person Lisa Pastushok |
| 2023-03-14 |
delete person Marwick Mitchell |
| 2023-03-14 |
delete person Victoria Williamson |
| 2023-03-14 |
delete person William Sands |
| 2023-03-14 |
delete phone 404.893.4100 |
| 2023-03-14 |
delete phone 415.501.9192 |
| 2023-03-14 |
insert email af..@merceradvisors.com |
| 2023-03-14 |
insert email am..@merceradvisors.com |
| 2023-03-14 |
insert email at..@merceradvisors.com |
| 2023-03-14 |
insert email ck..@merceradvisors.com |
| 2023-03-14 |
insert email cw..@merceradvisors.com |
| 2023-03-14 |
insert email dj..@merceradvisors.com |
| 2023-03-14 |
insert email dk..@merceradvisors.com |
| 2023-03-14 |
insert email dw..@merceradvisors.com |
| 2023-03-14 |
insert email es..@merceradvisors.com |
| 2023-03-14 |
insert email fm..@merceradvisors.com |
| 2023-03-14 |
insert email hh..@merceradvisors.com |
| 2023-03-14 |
insert email jj..@merceradvisors.com |
| 2023-03-14 |
insert email jm..@merceradvisors.com |
| 2023-03-14 |
insert email jt..@merceradvisors.com |
| 2023-03-14 |
insert email jt..@merceradvisors.com |
| 2023-03-14 |
insert email jv..@merceradvisors.com |
| 2023-03-14 |
insert email jw..@merceradvisors.com |
| 2023-03-14 |
insert email kr..@merceradvisors.com |
| 2023-03-14 |
insert email le..@merceradvisors.com |
| 2023-03-14 |
insert email ls..@merceradvisors.com |
| 2023-03-14 |
insert email ls..@merceradvisors.com |
| 2023-03-14 |
insert email ms..@merceradvisors.com |
| 2023-03-14 |
insert email ms..@merceradvisors.com |
| 2023-03-14 |
insert email nd..@merceradvisors.com |
| 2023-03-14 |
insert email nz..@merceradvisors.com |
| 2023-03-14 |
insert email rf..@merceradvisors.com |
| 2023-03-14 |
insert email sc..@merceradvisors.com |
| 2023-03-14 |
insert email sf..@merceradvisors.com |
| 2023-03-14 |
insert email sr..@merceradvisors.com |
| 2023-03-14 |
insert email tb..@merceradvisors.com |
| 2023-03-14 |
insert email tj..@merceradvisors.com |
| 2023-03-14 |
insert email tw..@merceradvisors.com |
| 2023-03-14 |
insert person Adam Frinsco |
| 2023-03-14 |
insert person Andrea McCarthy |
| 2023-03-14 |
insert person Anika Turc |
| 2023-03-14 |
insert person Candace Kinsler |
| 2023-03-14 |
insert person Chip Workman |
| 2023-03-14 |
insert person Debbie Krone |
| 2023-03-14 |
insert person Dennis Jablonoski |
| 2023-03-14 |
insert person Doug Watts |
| 2023-03-14 |
insert person Evan Salter |
| 2023-03-14 |
insert person Frank Moore |
| 2023-03-14 |
insert person Haley Hegenauer |
| 2023-03-14 |
insert person Jack McCloskey |
| 2023-03-14 |
insert person James V. Tate |
| 2023-03-14 |
insert person Jeannette Jones |
| 2023-03-14 |
insert person John Voralik |
| 2023-03-14 |
insert person John Walker |
| 2023-03-14 |
insert person Jory Tracy |
| 2023-03-14 |
insert person Kevin Rainwater |
| 2023-03-14 |
insert person Larry Shaw |
| 2023-03-14 |
insert person Leigh Edwards |
| 2023-03-14 |
insert person Lucas Schwaller |
| 2023-03-14 |
insert person Michael Stros |
| 2023-03-14 |
insert person Michelle Schrag |
| 2023-03-14 |
insert person Nadia Dubowyj |
| 2023-03-14 |
insert person Nathan Zolynsky |
| 2023-03-14 |
insert person Ryan M. Flurer |
| 2023-03-14 |
insert person Steve Cordasco |
| 2023-03-14 |
insert person Susan Feiste |
| 2023-03-14 |
insert person Suzanne Randolph |
| 2023-03-14 |
insert person Tammy Wakevainen |
| 2023-03-14 |
insert person Timothy Joseph |
| 2023-03-14 |
insert person Troy Buder |
| 2023-03-14 |
update person_description Candace Davis => Candace Davis |
| 2023-03-14 |
update person_description Jeannie Seabaugh => Jeannie Seabaugh |
| 2023-03-14 |
update person_description Jenel Darland => Jenel Darland |
| 2023-03-14 |
update person_description John Stobbs => John Stobbs |
| 2023-02-10 |
delete address 131 4th Street East
Ketchum, Idaho 83340 |
| 2023-02-10 |
delete address 161 W. Shadowbend Ave.
Suite 101
Friendswood, Texas 77546 |
| 2023-02-10 |
delete address 1801 East Cabrillo Boulevard
Santa Barbara, California 93108 |
| 2023-02-10 |
delete address 2373 Oak Valley Drive
Suite 110 & 140
Ann Arbor, Michigan 48103 |
| 2023-02-10 |
delete address 555 North Point Center East
Suite 510
Alpharetta, Georgia 30022 |
| 2023-02-10 |
delete address 5800 West 84th Street
Suite 950
Bloomington, Minnesota 55437 |
| 2023-02-10 |
delete address 5901-B Peachtree Dunwoody Road
Suite 275
Atlanta, Georgia 30328 |
| 2023-02-10 |
delete address 8614 Westwood Center Drive
Suite 750
Vienna, Virginia 22182 |
| 2023-02-10 |
delete address 891 Garrison Street
Lakewood, Colorado 80215 |
| 2023-02-10 |
delete address Chanin Building
122 East 42nd Street
Suite 2805
New York, New York 10168 |
| 2023-02-10 |
delete address Suite 1150
Atlanta, Georgia 30339 |
| 2023-02-10 |
delete contact_pages_linkeddomain citywireusa.com |
| 2023-02-10 |
delete contact_pages_linkeddomain mimecast.com |
| 2023-02-10 |
delete contact_pages_linkeddomain prnewswire.com |
| 2023-02-10 |
delete contact_pages_linkeddomain prweb.com |
| 2023-02-10 |
delete email ad..@merceradvisors.com |
| 2023-02-10 |
delete index_pages_linkeddomain investmentnews.com |
| 2023-02-10 |
delete person Amy Ruffing |
| 2023-02-10 |
delete person Barbara Barreca |
| 2023-02-10 |
delete person Candace Abrams |
| 2023-02-10 |
delete person Christina Hung |
| 2023-02-10 |
delete person Emelyne Seh |
| 2023-02-10 |
delete person Florence Fuller Child |
| 2023-02-10 |
delete person Greg Alger |
| 2023-02-10 |
delete person Jacques Jagr |
| 2023-02-10 |
delete person Jeff Minc |
| 2023-02-10 |
delete person John Voralik |
| 2023-02-10 |
delete person Josette Hewitt |
| 2023-02-10 |
delete person Judy McNary |
| 2023-02-10 |
delete person Katherine Sotiroff |
| 2023-02-10 |
delete person Matthew Truckner |
| 2023-02-10 |
delete person Michael W. Johns |
| 2023-02-10 |
delete person Sandra Mitchell |
| 2023-02-10 |
delete person Sydney Kirkes |
| 2023-02-10 |
delete phone 303.444.1110 |
| 2023-02-10 |
delete phone 770.261.5380 |
| 2023-02-10 |
delete phone 800.335.8808 |
| 2023-02-10 |
delete phone 800.955.5993 |
| 2023-02-10 |
insert address 161 West Shadowbend Avenue
Suite 101
Friendswood, Texas 77546 |
| 2023-02-10 |
insert address 222 East Carrillo Street
Suite 400
Santa Barbara, California 93101 |
| 2023-02-10 |
insert address 3741 Douglas Boulevard
Suite 130
Roseville, California 95661 |
| 2023-02-10 |
insert address 412 Main Street
Franklin, Tennessee 37064 |
| 2023-02-10 |
insert address 5555 Glenridge Connector
Suite 825
Atlanta, Georgia 30342 |
| 2023-02-10 |
insert address 8500 Normandale Lake Blvd.
Suite 950
Bloomington, Minnesota 55437 |
| 2023-02-10 |
insert associated_investor State Street Global Advisors |
| 2023-02-10 |
insert career_pages_linkeddomain instagram.com |
| 2023-02-10 |
insert contact_pages_linkeddomain instagram.com |
| 2023-02-10 |
insert email ar..@merceradvisors.com |
| 2023-02-10 |
insert email at..@merceradvisors.com |
| 2023-02-10 |
insert email ba..@merceradvisors.com |
| 2023-02-10 |
insert email ba..@merceradvisors.com |
| 2023-02-10 |
insert email bd..@merceradvisors.com |
| 2023-02-10 |
insert email bk..@merceradvisors.com |
| 2023-02-10 |
insert email bo..@merceradvisors.com |
| 2023-02-10 |
insert email bp..@merceradvisors.com |
| 2023-02-10 |
insert email br..@merceradvisors.com |
| 2023-02-10 |
insert email bs..@merceradvisors.com |
| 2023-02-10 |
insert email bt..@merceradvisors.com |
| 2023-02-10 |
insert email cb..@merceradvisors.com |
| 2023-02-10 |
insert email cc..@merceradvisors.com |
| 2023-02-10 |
insert email cd..@merceradvisors.com |
| 2023-02-10 |
insert email cl..@merceradvisors.com |
| 2023-02-10 |
insert email cm..@merceradvisors.com |
| 2023-02-10 |
insert email cm..@merceradvisors.com |
| 2023-02-10 |
insert email cm..@merceradvisors.com |
| 2023-02-10 |
insert email cn..@merceradvisors.com |
| 2023-02-10 |
insert email cw..@merceradvisors.com |
| 2023-02-10 |
insert email da..@merceradvisors.com |
| 2023-02-10 |
insert email df..@merceradvisors.com |
| 2023-02-10 |
insert email df..@merceradvisors.com |
| 2023-02-10 |
insert email dg..@merceradvisors.com |
| 2023-02-10 |
insert email dh..@merceradvisors.com |
| 2023-02-10 |
insert email dm..@merceradvisors.com |
| 2023-02-10 |
insert email dr..@merceradvisors.com |
| 2023-02-10 |
insert email ds..@merceradvisors.com |
| 2023-02-10 |
insert email dw..@merceradvisors.com |
| 2023-02-10 |
insert email ea..@merceradvisors.com |
| 2023-02-10 |
insert email eb..@merceradvisors.com |
| 2023-02-10 |
insert email ed..@merceradvisors.com |
| 2023-02-10 |
insert email ew..@merceradvisors.com |
| 2023-02-10 |
insert email ez..@merceradvisors.com |
| 2023-02-10 |
insert email gf..@merceradvisors.com |
| 2023-02-10 |
insert email gm..@merceradvisors.com |
| 2023-02-10 |
insert email gn..@merceradvisors.com |
| 2023-02-10 |
insert email hb..@merceradvisors.com |
| 2023-02-10 |
insert email hc..@merceradvisors.com |
| 2023-02-10 |
insert email hs..@merceradvisors.com |
| 2023-02-10 |
insert email hs..@merceradvisors.com |
| 2023-02-10 |
insert email jb..@merceradvisors.com |
| 2023-02-10 |
insert email jb..@merceradvisors.com |
| 2023-02-10 |
insert email jb..@merceradvisors.com |
| 2023-02-10 |
insert email jd..@merceradvisors.com |
| 2023-02-10 |
insert email jd..@merceradvisors.com |
| 2023-02-10 |
insert email je..@merceradvisors.com |
| 2023-02-10 |
insert email jf..@merceradvisors.com |
| 2023-02-10 |
insert email jf..@merceradvisors.com |
| 2023-02-10 |
insert email jg..@merceradvisors.com |
| 2023-02-10 |
insert email jk..@merceradvisors.com |
| 2023-02-10 |
insert email jl..@merceradvisors.com |
| 2023-02-10 |
insert email jm..@merceradvisors.com |
| 2023-02-10 |
insert email jr..@merceradvisors.com |
| 2023-02-10 |
insert email jt..@merceradvisors.com |
| 2023-02-10 |
insert email jt..@merceradvisors.com |
| 2023-02-10 |
insert email jt..@merceradvisors.com |
| 2023-02-10 |
insert email kd..@merceradvisors.com |
| 2023-02-10 |
insert email kf..@merceradvisors.com |
| 2023-02-10 |
insert email kj..@merceradvisors.com |
| 2023-02-10 |
insert email kw..@merceradvisors.com |
| 2023-02-10 |
insert email lc..@merceradvisors.com |
| 2023-02-10 |
insert email ld..@merceradvisors.com |
| 2023-02-10 |
insert email lr..@merceradvisors.com |
| 2023-02-10 |
insert email ls..@merceradvisors.com |
| 2023-02-10 |
insert email lt..@merceradvisors.com |
| 2023-02-10 |
insert email ma..@merceradvisors.com |
| 2023-02-10 |
insert email mb..@merceradvisors.com |
| 2023-02-10 |
insert email mc..@merceradvisors.com |
| 2023-02-10 |
insert email mc..@merceradvisors.com |
| 2023-02-10 |
insert email me..@merceradvisors.com |
| 2023-02-10 |
insert email me..@merceradvisors.com |
| 2023-02-10 |
insert email mh..@merceradvisors.com |
| 2023-02-10 |
insert email mn..@merceradvisors.com |
| 2023-02-10 |
insert email ms..@merceradvisors.com |
| 2023-02-10 |
insert email nc..@merceradvisors.com |
| 2023-02-10 |
insert email nh..@merceradvisors.com |
| 2023-02-10 |
insert email ni..@merceradvisors.com |
| 2023-02-10 |
insert email nl..@merceradvisors.com |
| 2023-02-10 |
insert email nm..@merceradvisors.com |
| 2023-02-10 |
insert email pm..@merceradvisors.com |
| 2023-02-10 |
insert email ra..@merceradvisors.com |
| 2023-02-10 |
insert email rd..@merceradvisors.com |
| 2023-02-10 |
insert email rf..@merceradvisors.com |
| 2023-02-10 |
insert email rk..@merceradvisors.com |
| 2023-02-10 |
insert email rp..@merceradvisors.com |
| 2023-02-10 |
insert email rz..@merceradvisors.com |
| 2023-02-10 |
insert email sd..@merceradvisors.com |
| 2023-02-10 |
insert email sg..@merceradvisors.com |
| 2023-02-10 |
insert email sh..@merceradvisors.com |
| 2023-02-10 |
insert email sh..@merceradvisors.com |
| 2023-02-10 |
insert email sk..@merceradvisors.com |
| 2023-02-10 |
insert email st..@merceradvisors.com |
| 2023-02-10 |
insert email st..@merceradvisors.com |
| 2023-02-10 |
insert email sw..@merceradvisors.com |
| 2023-02-10 |
insert email tl..@merceradvisors.com |
| 2023-02-10 |
insert email tm..@merceradvisors.com |
| 2023-02-10 |
insert email vw..@merceradvisors.com |
| 2023-02-10 |
insert email ws..@merceradvisors.com |
| 2023-02-10 |
insert email za..@merceradvisors.com |
| 2023-02-10 |
insert index_pages_linkeddomain instagram.com |
| 2023-02-10 |
insert person Helen Shingler |
| 2023-02-10 |
insert phone 231.929.4500 |
| 2023-02-10 |
insert phone 888.975.4554 |
| 2023-02-10 |
insert phone 916.786.7626 |
| 2023-02-10 |
insert service_pages_linkeddomain instagram.com |
| 2023-02-10 |
insert terms_pages_linkeddomain instagram.com |
| 2023-02-10 |
update founded_year null => 2007 |
| 2023-02-10 |
update person_description Amber Tanksley => Amber Tanksley |
| 2023-02-10 |
update person_description Andra Reason => Andra Reason |
| 2023-02-10 |
update person_description Ben Kautz => Ben Kautz |
| 2023-02-10 |
update person_description Ben Rowse => Ben Rowse |
| 2023-02-10 |
update person_description Bennet Thonakkara => Bennet Thonakkara |
| 2023-02-10 |
update person_description Bradley Anderson => Bradley Anderson |
| 2023-02-10 |
update person_description Brian Abatemarco => Brian Abatemarco |
| 2023-02-10 |
update person_description Brian Picariello => Brian Picariello |
| 2023-02-10 |
update person_description Brian Sullivan => Brian Sullivan |
| 2023-02-10 |
update person_description Brittany Doyle => Brittany Doyle |
| 2023-02-10 |
update person_description Brittnae Olasehinde => Brittnae Olasehinde |
| 2023-02-10 |
update person_description Cameron Willcox => Cameron Willcox |
| 2023-02-10 |
update person_description Carl Larimore => Carl Larimore |
| 2023-02-10 |
update person_description Charlene Maruska => Charlene Maruska |
| 2023-02-10 |
update person_description Chase Carmichael => Chase Carmichael |
| 2023-02-10 |
update person_description Chelsy Nikolish => Chelsy Nikolish |
| 2023-02-10 |
update person_description Christopher S. Murphy => Christopher S. Murphy |
| 2023-02-10 |
update person_description Chuck Breuch => Chuck Breuch |
| 2023-02-10 |
update person_description Craig Marrs => Craig Marrs |
| 2023-02-10 |
update person_description Dane Sauer => Dane Sauer |
| 2023-02-10 |
update person_description Danielle Frazier => Danielle Frazier |
| 2023-02-10 |
update person_description David E. Gardner => David E. Gardner |
| 2023-02-10 |
update person_description Dean R. Murray => Dean R. Murray |
| 2023-02-10 |
update person_description Edward Dunphy => Edward Dunphy |
| 2023-02-10 |
update person_description Eric Anderson => Eric Anderson |
| 2023-02-10 |
update person_description Eric Zehnder => Eric Zehnder |
| 2023-02-10 |
update person_description Erica Weiser => Erica Weiser |
| 2023-02-10 |
update person_description G. Merrick Estes => G. Merrick Estes |
| 2023-02-10 |
update person_description Geoff Nelson => Geoff Nelson |
| 2023-02-10 |
update person_description Glen Minton => Glen Minton |
| 2023-02-10 |
update person_description Haiden Bowman => Haiden Bowman |
| 2023-02-10 |
update person_description Henry Cox => Henry Cox |
| 2023-02-10 |
update person_description James Taylor => James Taylor |
| 2023-02-10 |
update person_description James Todd => James Todd |
| 2023-02-10 |
update person_description Jeff Bilberry => Jeff Bilberry |
| 2023-02-10 |
update person_description Jeff Katz => Jeff Katz |
| 2023-02-10 |
update person_description Jesus Romero Enciso => Jesus Romero Enciso |
| 2023-02-10 |
update person_description JoAnn Ferradino => JoAnn Ferradino |
| 2023-02-10 |
update person_description Joel Lange => Joel Lange |
| 2023-02-10 |
update person_description Joseph Young => Joseph Young |
| 2023-02-10 |
update person_description Josh DeForest => Josh DeForest |
| 2023-02-10 |
update person_description Kaz Woodward => Kaz Woodward |
| 2023-02-10 |
update person_description Kevin Dillon => Kevin Dillon |
| 2023-02-10 |
update person_description Kevin Jack => Kevin Jack |
| 2023-02-10 |
update person_description Laura Combs => Laura Combs |
| 2023-02-10 |
update person_description Laura Thompson => Laura Thompson |
| 2023-02-10 |
update person_description Logan Donovan => Logan Donovan |
| 2023-02-10 |
update person_description Lorenzo Riley => Lorenzo Riley |
| 2023-02-10 |
update person_description Maeve Schmid => Maeve Schmid |
| 2023-02-10 |
update person_description Marc A. Normann => Marc A. Normann |
| 2023-02-10 |
update person_description Mary Hamshou => Mary Hamshou |
| 2023-02-10 |
update person_description Matt Cook => Matt Cook |
| 2023-02-10 |
update person_description Nancy R. Hudak => Nancy R. Hudak |
| 2023-02-10 |
update person_description Nicholas Campbell => Nicholas Campbell |
| 2023-02-10 |
update person_description Nicholas Ladaga => Nicholas Ladaga |
| 2023-02-10 |
update person_description Nicole Mosley => Nicole Mosley |
| 2023-02-10 |
update person_description Nikki Ivins => Nikki Ivins |
| 2023-02-10 |
update person_description Patrick T. Moore => Patrick T. Moore |
| 2023-02-10 |
update person_description Ramsey Zreik => Ramsey Zreik |
| 2023-02-10 |
update person_description Renée Pichette => Renée Pichette |
| 2023-02-10 |
update person_description Rich Davtyan => Rich Davtyan |
| 2023-02-10 |
update person_description Rodney Alvarado => Rodney Alvarado |
| 2023-02-10 |
update person_description Ron Kibbe => Ron Kibbe |
| 2023-02-10 |
update person_description Ryan Frankel => Ryan Frankel |
| 2023-02-10 |
update person_description Scott Hancock => Scott Hancock |
| 2023-02-10 |
update person_description Scott Kays => Scott Kays |
| 2023-02-10 |
update person_description Scott Weigel => Scott Weigel |
| 2023-02-10 |
update person_description Stefen Donohue => Stefen Donohue |
| 2023-02-10 |
update person_description Susan Travis => Susan Travis |
| 2023-02-10 |
update person_description Susy Gibo => Susy Gibo |
| 2023-02-10 |
update person_description Todd LaLuzerne => Todd LaLuzerne |
| 2023-02-10 |
update person_description W. Thomas McNary => W. Thomas McNary |
| 2023-02-10 |
update person_description William Sands => William Sands |
| 2023-02-10 |
update person_description Zeke Aviles => Zeke Aviles |
| 2023-02-10 |
update person_title Haiden Bowman: Operations Manager => Regional Service Manager |
| 2023-02-10 |
update person_title Jake Meza: Member of the Your Bloomington Team; Associate Financial Planner => Financial Planner |
| 2023-02-10 |
update person_title Nicholas Ladaga: Member of the Your Beverly Hills Team; Regional Sales Associate => Associate RVP |
| 2023-02-10 |
update person_title William Sands: Client Service Specialist => Associate Financial Planner |
| 2023-01-09 |
delete otherexecutives Chris Jameson |
| 2023-01-09 |
delete otherexecutives Todd E. Hagen |
| 2023-01-09 |
insert otherexecutives Bruce Harrison |
| 2023-01-09 |
delete person Alexander Doyle |
| 2023-01-09 |
delete person Amanda O'Sullivan |
| 2023-01-09 |
delete person Ann de Zeeuw |
| 2023-01-09 |
delete person Anne Arnaud |
| 2023-01-09 |
delete person Chris Jameson |
| 2023-01-09 |
delete person David Cain |
| 2023-01-09 |
delete person Devin Farrow |
| 2023-01-09 |
delete person Isaac Babalola |
| 2023-01-09 |
delete person Jill Jeter |
| 2023-01-09 |
delete person Judy Howard |
| 2023-01-09 |
delete person Kristin Greenleaf |
| 2023-01-09 |
delete person Lanie Nikes |
| 2023-01-09 |
delete person Mari Adam |
| 2023-01-09 |
delete person Matthew W. Sheets |
| 2023-01-09 |
delete person Navisha Sawh |
| 2023-01-09 |
delete person Robin Allis |
| 2023-01-09 |
delete person Ryan Overstreet |
| 2023-01-09 |
delete person Todd E. Hagen |
| 2023-01-09 |
delete person Tristan Pohren |
| 2023-01-09 |
delete person Tyler Davis |
| 2023-01-09 |
delete person Will Lupfer |
| 2023-01-09 |
insert address 10 Glenlake Parkway
South Tower Suite 150
Atlanta, Georgia 30328 |
| 2023-01-09 |
insert address 2373 Oak Valley Drive
Suite 110 & 140
Ann Arbor, Michigan 48103 |
| 2023-01-09 |
insert person Bill Starnes |
| 2023-01-09 |
insert person Bruce Harrison |
| 2023-01-09 |
insert person Carolyn Stillman |
| 2023-01-09 |
insert person Dillon Tierney |
| 2023-01-09 |
insert person Ian Hamre |
| 2023-01-09 |
insert person John Paul Bradley |
| 2023-01-09 |
insert person Kristy Jordan |
| 2023-01-09 |
insert person Lisa Dellinger |
| 2023-01-09 |
insert person Melinda Schlinsog |
| 2023-01-09 |
insert person Noah Reichert |
| 2023-01-09 |
insert person Rachel Roach |
| 2023-01-09 |
insert person Tim Moore |
| 2023-01-09 |
insert person Tyler Hillyer |
| 2023-01-09 |
insert person Zhanar Jerew |
| 2023-01-09 |
insert phone 734.668.4040 |
| 2023-01-09 |
insert phone 770.671.9500 |
| 2023-01-09 |
update person_title Aaron Boyce: Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2023-01-09 |
update person_title Alan E. Hewitt: Client Advisor and Branch Manager; Member of the Your Camarillo Team => Wealth Advisor; Member of the Your Camarillo Team |
| 2023-01-09 |
update person_title Anna Apodaca: Regional Vice President, Wealth Advisor => Regional Vice President, Wealth Advisor, Director |
| 2023-01-09 |
update person_title Bryan Strike: Senior Wealth Strategist => Lead, Sr. Financial Planner |
| 2023-01-09 |
update person_title José Castañeda: Client Solutions Representative => Regional Vice President, Wealth Advisor |
| 2023-01-09 |
update person_title Lacy Hartzler: Client Service Specialist => Regional Sales Associate |
| 2022-12-09 |
insert otherexecutives Dominic Colletti |
| 2022-12-09 |
delete address 250 North Westlake Boulevard
Suite 250
Westlake Village, California 91362 |
| 2022-12-09 |
delete person Alan C. Hewitt |
| 2022-12-09 |
delete person Christopher Posey |
| 2022-12-09 |
delete person Haley Griffin |
| 2022-12-09 |
delete person James Parker |
| 2022-12-09 |
delete person Raphael Aziz |
| 2022-12-09 |
delete phone 805.495.8166 |
| 2022-12-09 |
insert person Amanda Reed |
| 2022-12-09 |
insert person Anne Arnaud |
| 2022-12-09 |
insert person Briana Klotz |
| 2022-12-09 |
insert person Candace Davis |
| 2022-12-09 |
insert person Cecilia Gutierrez |
| 2022-12-09 |
insert person Connor Nagelvoort |
| 2022-12-09 |
insert person Dale Acton |
| 2022-12-09 |
insert person Dale Hawthorne |
| 2022-12-09 |
insert person David Fure |
| 2022-12-09 |
insert person Dominic Colletti |
| 2022-12-09 |
insert person Evan Bachman |
| 2022-12-09 |
insert person Greta Fure |
| 2022-12-09 |
insert person Ivette Herrera |
| 2022-12-09 |
insert person Jack Thompson |
| 2022-12-09 |
insert person Jake Meza |
| 2022-12-09 |
insert person Jenel Darland |
| 2022-12-09 |
insert person Johannes Fure |
| 2022-12-09 |
insert person Karin Fure |
| 2022-12-09 |
insert person Lenda Sandoval |
| 2022-12-09 |
insert person Mark Cunningham |
| 2022-12-09 |
insert person Patrick Moody |
| 2022-12-09 |
insert person Sally Toomey |
| 2022-12-09 |
insert person Tom Lacock |
| 2022-12-09 |
insert person Victoria Williamson |
| 2022-12-09 |
update person_title Dionisio Meneses: Associate; Advisor => Associate Wealth Advisor |
| 2022-11-07 |
delete otherexecutives Veronica Rubio |
| 2022-11-07 |
insert otherexecutives Joshua Lozow |
| 2022-11-07 |
insert president Daniel Gourvitch |
| 2022-11-07 |
delete address 412 Main Street
Franklin, Tennessee 37064 |
| 2022-11-07 |
delete person Charlene Jones |
| 2022-11-07 |
delete person Erin Neece |
| 2022-11-07 |
delete person Jack Bruno |
| 2022-11-07 |
delete person Veronica Rubio |
| 2022-11-07 |
insert address 161 W. Shadowbend Ave.
Suite 101
Friendswood, Texas 77546 |
| 2022-11-07 |
insert address 18 Crow Canyon Court
Suite 250
San Ramon, California 94583 |
| 2022-11-07 |
insert address 412 Main Street
Suite 200
Franklin, Tennessee 37064 |
| 2022-11-07 |
insert address 4800 Bissonnet Street
Bellaire, Texas 77401 |
| 2022-11-07 |
insert address 67 Park Place East
Suite 700
Morristown, New Jersey 07960 |
| 2022-11-07 |
insert address 800 State Hwy 248
Unit 5, Bldg 1
Branson, Missouri 65616 |
| 2022-11-07 |
insert address 9200 Montgomery Road
Cincinnati, Ohio 45242 |
| 2022-11-07 |
insert person Alex Gianelli |
| 2022-11-07 |
insert person Amber Tanksley |
| 2022-11-07 |
insert person Barbara Barreca |
| 2022-11-07 |
insert person Barbara Padilla |
| 2022-11-07 |
insert person Blake Parker |
| 2022-11-07 |
insert person Brent Singleton |
| 2022-11-07 |
insert person Daniel Gourvitch |
| 2022-11-07 |
insert person DeAnna Bochno |
| 2022-11-07 |
insert person Dean Young |
| 2022-11-07 |
insert person Deborah Parker |
| 2022-11-07 |
insert person Dena Livingston |
| 2022-11-07 |
insert person Dennis Heim |
| 2022-11-07 |
insert person Derek DeMars |
| 2022-11-07 |
insert person Eric Frampton |
| 2022-11-07 |
insert person Ethan Wallace |
| 2022-11-07 |
insert person Evan Kennedy |
| 2022-11-07 |
insert person Haiden Bowman |
| 2022-11-07 |
insert person Holly Gray |
| 2022-11-07 |
insert person Jeff Bilberry |
| 2022-11-07 |
insert person Jonathan Stirneman |
| 2022-11-07 |
insert person Jonathan Vance |
| 2022-11-07 |
insert person Joshua Lozow |
| 2022-11-07 |
insert person Joy De Pasquale |
| 2022-11-07 |
insert person Karen Rosen |
| 2022-11-07 |
insert person Kaz Woodward |
| 2022-11-07 |
insert person Krista-Arlene Palakiko |
| 2022-11-07 |
insert person Laurel Portman |
| 2022-11-07 |
insert person Liliana Huerta |
| 2022-11-07 |
insert person Lina Burlaka |
| 2022-11-07 |
insert person Lisa Pastushok |
| 2022-11-07 |
insert person Luke Mazariegos |
| 2022-11-07 |
insert person Marcus Cooper |
| 2022-11-07 |
insert person Mark Ericson |
| 2022-11-07 |
insert person Mathew Carrigy |
| 2022-11-07 |
insert person Michael Raidt |
| 2022-11-07 |
insert person Nick McDowell |
| 2022-11-07 |
insert person Olivia Manning |
| 2022-11-07 |
insert person Rasheed Jarmon |
| 2022-11-07 |
insert person Sanley J. DePasquale |
| 2022-11-07 |
insert person Sarah Tenhundfeld |
| 2022-11-07 |
insert person Scott Berkson |
| 2022-11-07 |
insert person Stacy Reen |
| 2022-11-07 |
insert person Steve Berkson |
| 2022-11-07 |
insert person Taylor Merriman |
| 2022-11-07 |
insert phone 281.486.8448 |
| 2022-11-07 |
insert phone 513.771.7222 |
| 2022-11-07 |
insert phone 713.572.6300 |
| 2022-11-07 |
insert phone 925.552.1400 |
| 2022-11-07 |
insert phone 973.605.8311 |
| 2022-10-07 |
delete career_pages_linkeddomain paycomonline.net |
| 2022-10-07 |
delete person Alexander O'Reilly |
| 2022-10-07 |
delete person Ashlee Chu Hewitt |
| 2022-10-07 |
delete person Benton Rowse |
| 2022-10-07 |
delete person Jennifer Gray |
| 2022-10-07 |
delete person Kathy Cain |
| 2022-10-07 |
delete person Kira Baffi |
| 2022-10-07 |
delete person Michelle Elia |
| 2022-10-07 |
delete person Stephanie Fernandes |
| 2022-10-07 |
delete person Steven Schneider |
| 2022-10-07 |
delete person Wendy Murphy |
| 2022-10-07 |
insert address 891 Garrison Street
Lakewood, Colorado 80215 |
| 2022-10-07 |
insert career_pages_linkeddomain ultipro.com |
| 2022-10-07 |
insert person Anna Kovalev |
| 2022-10-07 |
insert person Ashley Felton |
| 2022-10-07 |
insert person Ben Rowse |
| 2022-10-07 |
insert person Bettina Marchetto |
| 2022-10-07 |
insert person Henry Cox |
| 2022-10-07 |
insert person Jeannie Seabaugh |
| 2022-10-07 |
insert person Jesse Schenck |
| 2022-10-07 |
insert person Jessica Livingston |
| 2022-10-07 |
insert person Jesus Romero Enciso |
| 2022-10-07 |
insert person John Stobbs |
| 2022-10-07 |
insert person Jonathon Betze |
| 2022-10-07 |
insert person Joseph Banks |
| 2022-10-07 |
insert person Joshua Brookins |
| 2022-10-07 |
insert person Katherine Arakkal |
| 2022-10-07 |
insert person Katherine Sotiroff |
| 2022-10-07 |
insert person Kimberly Maxwell |
| 2022-10-07 |
insert person Marissa Nece |
| 2022-10-07 |
insert person Melissa McCabe |
| 2022-10-07 |
insert person Midori Anderson |
| 2022-10-07 |
insert person Monica Wyse |
| 2022-10-07 |
insert person Nick Jensen |
| 2022-10-07 |
insert person Rouba Khzam |
| 2022-10-07 |
insert person Steven Elliott |
| 2022-10-07 |
insert person Tess Inhelder |
| 2022-10-07 |
insert phone 303.444.1110 |
| 2022-10-07 |
update person_title Charlene Maruska: Client Service Specialist => Regional Service Manager |
| 2022-10-07 |
update person_title Christopher Blakely: Financial Planner => Associate Wealth Advisor |
| 2022-10-07 |
update person_title Christopher S. Murphy: Financial Planner => Associate Wealth Advisor |
| 2022-10-07 |
update person_title David Simpson: Portfolio Manager => Senior Investment Strategist |
| 2022-10-07 |
update person_title Dedrick Lee II: Senior Legal Assistant => Lead, Sr. Legal Assistant |
| 2022-10-07 |
update person_title Drew Harper: Wealth Advisor => Senior Wealth Advisor |
| 2022-10-07 |
update person_title Eunice Kim: Associate Wealth Advisor => Financial Planner |
| 2022-10-07 |
update person_title Harrison Fant: Wealth Advisor => Senior Wealth Advisor |
| 2022-10-07 |
update person_title James Telfer: Financial Planner => Associate Wealth Advisor |
| 2022-10-07 |
update person_title Jeff Giguere: Associate Wealth Advisor => Wealth Advisor |
| 2022-10-07 |
update person_title Jeff Minc: Financial Planner; Member of the Your Camarillo Team => Associate Wealth Advisor; Member of the Your Camarillo Team |
| 2022-10-07 |
update person_title Jordan Cowart: Associate Wealth Advisor => Wealth Advisor |
| 2022-10-07 |
update person_title Korina Kaio-Maddox: Client Service Specialist => Associate Financial Planner |
| 2022-10-07 |
update person_title Kristina Gillis-Phelps: Portfolio Operations Specialist => Client Service Specialist |
| 2022-10-07 |
update person_title Kyndal Howard: Client Service Specialist => Financial Planner |
| 2022-10-07 |
update person_title Logan Donovan: Associate Financial Planner => Financial Planner |
| 2022-10-07 |
update person_title Michael Snider: Associate Wealth Advisor => Wealth Advisor |
| 2022-10-07 |
update person_title Nicholas Cathcart: Senior Tax Associate => Tax Manager |
| 2022-10-07 |
update person_title Paul Petrosino: Senior Tax Advisor => Tax Manager |
| 2022-10-07 |
update person_title Rich Davtyan: Member of the Your Beverly Hills Team; Associate Wealth Advisor => Member of the Your Beverly Hills Team; Wealth Advisor |
| 2022-10-07 |
update person_title Stefen Donohue: Client Service Specialist => Associate Financial Planner |
| 2022-10-07 |
update person_title Zeke Aviles: Financial Planner => Associate Wealth Advisor |
| 2022-09-06 |
delete address 131 4th Street East
Suite 320, PO Box 607
Ketchum, Idaho 83340 |
| 2022-09-06 |
delete person Alexis Scott |
| 2022-09-06 |
delete person Brennan Wehrle |
| 2022-09-06 |
delete person Robert Lau |
| 2022-09-06 |
insert address 1256 East Kingsley
Springfield, Missouri 65804 |
| 2022-09-06 |
insert address 131 4th Street East
Suite 320
Ketchum, Idaho 83340 |
| 2022-09-06 |
insert address 16150 Main Circle Drive
Suite 115
Chesterfield, Missouri 63017 |
| 2022-09-06 |
insert address 21 East Euclid Avenue
Suite 101
Haddonfield, New Jersey 08033 |
| 2022-09-06 |
insert address 33 Lono Avenue
Suite 390
Kahului, Hawaii 96732 |
| 2022-09-06 |
insert address 3333 Piedmont Road
Suite 2010
Atlanta, Georgia 30305 |
| 2022-09-06 |
insert address 405 Fifth Avenue
Suite 7-F
Naples, Florida 34102 |
| 2022-09-06 |
insert address 5550 Topanga Canyon Blvd
Suite 350
Woodland Hills, California 91367 |
| 2022-09-06 |
insert address 5800 West 84th Street
Suite 950
Bloomington, Minnesota 55437 |
| 2022-09-06 |
insert person Alexis Wilkinson |
| 2022-09-06 |
insert person Chelsy Nikolish |
| 2022-09-06 |
insert person Dennis J. Moore |
| 2022-09-06 |
insert person Garrett Parker |
| 2022-09-06 |
insert person Hannah Bishop |
| 2022-09-06 |
insert person Jarrett Bare |
| 2022-09-06 |
insert person Jason Bivin |
| 2022-09-06 |
insert person Joshua Fremit |
| 2022-09-06 |
insert person Julie Brown |
| 2022-09-06 |
insert person Lacy Arnold |
| 2022-09-06 |
insert person Lakshmi Mohindroo |
| 2022-09-06 |
insert person Lauren Harris |
| 2022-09-06 |
insert person Melody Manzanedo |
| 2022-09-06 |
insert person Ryan Frankel |
| 2022-09-06 |
insert person Shanon Lee |
| 2022-09-06 |
insert person Sonia Rodriguez |
| 2022-09-06 |
insert person Trisha Miller |
| 2022-09-06 |
insert person William Howard |
| 2022-09-06 |
insert phone 215.558.3500 |
| 2022-09-06 |
insert phone 404.893.4100 |
| 2022-09-06 |
insert phone 417.882.7283 |
| 2022-09-06 |
insert phone 636.536.1800 |
| 2022-09-06 |
insert phone 818.713.8060 |
| 2022-09-06 |
insert phone 952.944.8250 |
| 2022-09-06 |
update person_description Aleksandra Simic => Aleksandra Simic |
| 2022-09-06 |
update person_title Jacob Gee: Financial Planner => Associate Wealth Advisor |
| 2022-09-06 |
update person_title Ryan Overstreet: Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2022-09-06 |
update person_title Sam Hume: Associate Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2022-08-07 |
delete address 4440 PGA Boulevard
Suite 600
Palm Beach Gardens, Florida 33410 |
| 2022-08-07 |
delete address 725 Cool Springs
Suite 600
Franklin, Tennessee 37067 |
| 2022-08-07 |
delete person Adam Wager |
| 2022-08-07 |
delete person Claire Hahn |
| 2022-08-07 |
delete person Gabrielle Joiner |
| 2022-08-07 |
delete person Karen Nucci |
| 2022-08-07 |
delete person Melanie Guhit |
| 2022-08-07 |
delete person Shannon Temple |
| 2022-08-07 |
delete person Stephanie White |
| 2022-08-07 |
delete person Susan Evans |
| 2022-08-07 |
delete person Tiffany Garza |
| 2022-08-07 |
delete person William Perysian |
| 2022-08-07 |
delete person Zafar Ahsan |
| 2022-08-07 |
delete phone 425.709.2313 |
| 2022-08-07 |
delete phone 561.408.5715 |
| 2022-08-07 |
delete source_ip 172.67.165.32 |
| 2022-08-07 |
delete source_ip 104.21.11.38 |
| 2022-08-07 |
insert address 2008 Stephenson Ave SW
Roanoke, Virginia 24014 |
| 2022-08-07 |
insert address 2985 Voyager Dr.
Green Bay, Wisconsin 54311 |
| 2022-08-07 |
insert address 412 Main Street
Franklin, Tennessee 37064 |
| 2022-08-07 |
insert address 412 S 14th St.
Ponca City Oklahoma 74601 |
| 2022-08-07 |
insert address 440 Montford Avenue
Asheville, North Carolina 28801 |
| 2022-08-07 |
insert address 7234 Lancaster Pike
Suite 220A
Hockessin, Delaware 19707 |
| 2022-08-07 |
insert address 8180 Greensboro Dr, #1010
McLean, Virginia 22102 |
| 2022-08-07 |
insert address 965 Post Road East
Westport, Connecticut 06880 |
| 2022-08-07 |
insert person Aleksandra Simic |
| 2022-08-07 |
insert person Alexis Kibbe |
| 2022-08-07 |
insert person Amy Van Lierop |
| 2022-08-07 |
insert person Anna Moseley |
| 2022-08-07 |
insert person Benton Rowse |
| 2022-08-07 |
insert person Cameron Willcox |
| 2022-08-07 |
insert person Camille McCalla |
| 2022-08-07 |
insert person Claudia Paluch |
| 2022-08-07 |
insert person Courtney Lavender |
| 2022-08-07 |
insert person Edgar Parrish |
| 2022-08-07 |
insert person Ernest Neeley |
| 2022-08-07 |
insert person Gabriel Tishelman |
| 2022-08-07 |
insert person Gregg G. Padilla |
| 2022-08-07 |
insert person Heather Carthy |
| 2022-08-07 |
insert person Jacob Lynch |
| 2022-08-07 |
insert person Jade Warren |
| 2022-08-07 |
insert person Jake Wedemeyer |
| 2022-08-07 |
insert person Joy Kaczmarek |
| 2022-08-07 |
insert person Katherine Parrish |
| 2022-08-07 |
insert person Kathy Cain |
| 2022-08-07 |
insert person Lanie Nikes |
| 2022-08-07 |
insert person Lorenzo Riley |
| 2022-08-07 |
insert person Luana Puglisi |
| 2022-08-07 |
insert person Mario Tamasi |
| 2022-08-07 |
insert person Michael Sharp |
| 2022-08-07 |
insert person Robert A. Medvey |
| 2022-08-07 |
insert person Rubi Contreras |
| 2022-08-07 |
insert person William S. "Stan" Bivin |
| 2022-08-07 |
insert person William Sands |
| 2022-08-07 |
insert phone 203.222.3575 |
| 2022-08-07 |
insert phone 302.239.1654 |
| 2022-08-07 |
insert phone 540.204.9310 |
| 2022-08-07 |
insert phone 580.762.1121 |
| 2022-08-07 |
insert phone 615.771.1012 |
| 2022-08-07 |
insert phone 703.773.2474 |
| 2022-08-07 |
insert phone 828.285.8777 |
| 2022-08-07 |
insert phone 920.496.7926 |
| 2022-08-07 |
insert source_ip 35.227.48.123 |
| 2022-08-07 |
update person_description Alec Montoya => Alec Montoya |
| 2022-08-07 |
update person_description Alexander Cote => Alexander Cote |
| 2022-08-07 |
update person_title Alexander Cote: Portfolio Analyst in the Investment Strategy Group; Portfolio Manager => Portfolio Manager |
| 2022-08-07 |
update person_title Anna Apodaca: Wealth Advisor, Director => Regional Vice President, Wealth Advisor |
| 2022-08-07 |
update person_title Anuska Kovalcheck: Client Service Specialist => Financial Planner |
| 2022-08-07 |
update person_title David Cain: Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2022-08-07 |
update person_title Maeve Schmid: Financial Planner => Associate Wealth Advisor |
| 2022-08-07 |
update person_title Renée Pichette: Associate Wealth Advisor => Wealth Advisor |
| 2022-07-03 |
delete managingdirector Mark S. Germain |
| 2022-07-03 |
delete otherexecutives Douglas Gilbert |
| 2022-07-03 |
insert otherexecutives Paul Barlow |
| 2022-07-03 |
delete person Angel Colon |
| 2022-07-03 |
delete person Catherine Franklin |
| 2022-07-03 |
delete person Craig W. Hart |
| 2022-07-03 |
delete person Jackie Dohse |
| 2022-07-03 |
delete person Joanna Grier |
| 2022-07-03 |
delete person Laura Cuber |
| 2022-07-03 |
delete person Linette Dobbins |
| 2022-07-03 |
delete person Mark S. Germain |
| 2022-07-03 |
delete person Mitchell Phillips |
| 2022-07-03 |
delete person Reid Johnson |
| 2022-07-03 |
delete person Steven Schwartz |
| 2022-07-03 |
insert address 1250 Ironwood Drive
Suite 110
Coeur d'Alene, Idaho 83814 |
| 2022-07-03 |
insert address 130C Linden Oaks
Rochester, New York 14625 |
| 2022-07-03 |
insert address 310 West Front Street
Suite 308
Traverse City, Michigan 49684 |
| 2022-07-03 |
insert address 590 W. Centre St.
Portage, Michigan 49024 |
| 2022-07-03 |
insert person Aleesha Grimes |
| 2022-07-03 |
insert person Alexandra Mendoza |
| 2022-07-03 |
insert person Brent Kerstetter |
| 2022-07-03 |
insert person David Krakauer |
| 2022-07-03 |
insert person Gracie Horton |
| 2022-07-03 |
insert person Jaclyn Aragon |
| 2022-07-03 |
insert person Joanna Geier |
| 2022-07-03 |
insert person Kobrah McFaden |
| 2022-07-03 |
insert person Kristen Cordell |
| 2022-07-03 |
insert person Liz Yunker |
| 2022-07-03 |
insert person Lori Fellows |
| 2022-07-03 |
insert person Madi Bradley |
| 2022-07-03 |
insert person Mariah Rason |
| 2022-07-03 |
insert person Mattijs Ossorio |
| 2022-07-03 |
insert person Michael Sohmer |
| 2022-07-03 |
insert person Nick Bond |
| 2022-07-03 |
insert person Paul Barlow |
| 2022-07-03 |
insert person Scott Williams |
| 2022-07-03 |
insert person Sloan Petereit |
| 2022-07-03 |
insert person Tami Leffingwell |
| 2022-07-03 |
insert person Todd Sanford |
| 2022-07-03 |
insert person Will Lupfer |
| 2022-07-03 |
insert phone 269.488.6900 |
| 2022-07-03 |
insert phone 585.264.1658 |
| 2022-07-03 |
update person_title Anna Apodaca: Wealth Advisor => Wealth Advisor, Director |
| 2022-07-03 |
update person_title Clay Evans: Financial Planner => Associate Wealth Advisor |
| 2022-07-03 |
update person_title Connor Thomas: Financial Planner => Associate Wealth Advisor |
| 2022-07-03 |
update person_title Douglas Gilbert: Regional Vice President; Member of the Your Boulder Team => Member of the Your Denver Team; Member of the Your Ames Team; Senior Vice President, Sales; Member of the Your Boulder Team |
| 2022-07-03 |
update person_title Jackie Schlup: Financial Planner => Associate Wealth Advisor |
| 2022-05-31 |
insert otherexecutives J.J. Boot |
| 2022-05-31 |
insert otherexecutives Lisa Goodman |
| 2022-05-31 |
delete address 100 Pringle Avenue
Suite 320
Walnut Creek, California 94596 |
| 2022-05-31 |
delete address 121 Southwest Morrison Street
Suite 800
Portland, Oregon 97204 |
| 2022-05-31 |
delete address 4208 Six Forks Road
Suite 1000
Raleigh, North Carolina 27609 |
| 2022-05-31 |
delete address 6720 North Scottsdale Road
Suite 212
Scottsdale, Arizona 85253-4426 |
| 2022-05-31 |
delete address 7033 East Greenway Parkway
Suite 205
Scottsdale, Arizona 85254 |
| 2022-05-31 |
delete person Adam Stanowick |
| 2022-05-31 |
delete person Alan Weiss |
| 2022-05-31 |
delete person Albert Barsanti |
| 2022-05-31 |
delete person Brandon Hernandez |
| 2022-05-31 |
delete person Brenda Garcia |
| 2022-05-31 |
delete person Chanelle Van Pelt |
| 2022-05-31 |
delete person Dana Albizri |
| 2022-05-31 |
delete person Emily Meier |
| 2022-05-31 |
delete person Federico Avendano |
| 2022-05-31 |
delete person Frank Piccolo |
| 2022-05-31 |
delete person Joanna Hsu |
| 2022-05-31 |
delete person John McAuliffe |
| 2022-05-31 |
delete person Joshua Fremit |
| 2022-05-31 |
delete person Julianne Andrews |
| 2022-05-31 |
delete person Justin Do |
| 2022-05-31 |
delete person Kevin D. Lehinger |
| 2022-05-31 |
delete person Kseniya Ribeiro |
| 2022-05-31 |
delete person Lambert Batongbacal |
| 2022-05-31 |
delete person Lara Docherty |
| 2022-05-31 |
delete person Madison Taneja |
| 2022-05-31 |
delete person Mark Falamoun |
| 2022-05-31 |
delete person Mark J. Smith |
| 2022-05-31 |
delete person Melissa Dresnok |
| 2022-05-31 |
delete person Michelle Thompson |
| 2022-05-31 |
delete person Monique Reyes |
| 2022-05-31 |
delete person Nathan Brammer |
| 2022-05-31 |
delete person Sophia Berglund |
| 2022-05-31 |
delete person Terry Bobo |
| 2022-05-31 |
delete person Zachery Wingate |
| 2022-05-31 |
delete phone 480.421.2660 |
| 2022-05-31 |
insert address 1 Horizon Court
Suite A
Rockwall, Texas 75032 |
| 2022-05-31 |
insert address 100 Pringle Avenue
Suite 310
Walnut Creek, California 94596 |
| 2022-05-31 |
insert address 121 Southwest Morrison Street
Suite 910
Portland, Oregon 97204 |
| 2022-05-31 |
insert address 7033 East Greenway Parkway
Suite 290
Scottsdale, Arizona 85254 |
| 2022-05-31 |
insert address 8352 Six Forks Rd
#201
Raleigh, North Carolina 27615 |
| 2022-05-31 |
insert contact_pages_linkeddomain bloomberg.com |
| 2022-05-31 |
insert person Aaron Boyce |
| 2022-05-31 |
insert person Alec Schneider |
| 2022-05-31 |
insert person Amy Boyd |
| 2022-05-31 |
insert person Andrea Sunada |
| 2022-05-31 |
insert person Andrew Nurse |
| 2022-05-31 |
insert person Anna Apodaca |
| 2022-05-31 |
insert person Art Haws |
| 2022-05-31 |
insert person Bernie Salamone |
| 2022-05-31 |
insert person Brittnae Olasehinde |
| 2022-05-31 |
insert person Carol Maloney |
| 2022-05-31 |
insert person Dave Mirsky |
| 2022-05-31 |
insert person David Cain |
| 2022-05-31 |
insert person David Hardenbergh |
| 2022-05-31 |
insert person David Rich |
| 2022-05-31 |
insert person David Riffe |
| 2022-05-31 |
insert person Dionisio Meneses |
| 2022-05-31 |
insert person Frances Hymiller |
| 2022-05-31 |
insert person Ian Freemire |
| 2022-05-31 |
insert person Ignatius D'Anna |
| 2022-05-31 |
insert person Jackie Dohse |
| 2022-05-31 |
insert person Jacques Jagr |
| 2022-05-31 |
insert person Janice Donovan |
| 2022-05-31 |
insert person Jedd Nicolas |
| 2022-05-31 |
insert person Jesse Jackson |
| 2022-05-31 |
insert person Jigisha Dahagam |
| 2022-05-31 |
insert person Joanna Grier |
| 2022-05-31 |
insert person John Voralik |
| 2022-05-31 |
insert person Jonah Tinajero |
| 2022-05-31 |
insert person Josh Davis |
| 2022-05-31 |
insert person Kelly Rosa |
| 2022-05-31 |
insert person Lisa Butler |
| 2022-05-31 |
insert person Lisa Goodman |
| 2022-05-31 |
insert person Logan Donovan |
| 2022-05-31 |
insert person Mary McElligott |
| 2022-05-31 |
insert person Max Wrenn |
| 2022-05-31 |
insert person Melissa Allen |
| 2022-05-31 |
insert person Meredith Maller |
| 2022-05-31 |
insert person Monica Hernandez |
| 2022-05-31 |
insert person Morgan Buckridge |
| 2022-05-31 |
insert person Morwenna Borden |
| 2022-05-31 |
insert person Reid Johnson |
| 2022-05-31 |
insert person Ryan Overstreet |
| 2022-05-31 |
insert person Ryan Weichman |
| 2022-05-31 |
insert person Sam Hume |
| 2022-05-31 |
insert person Stella Doyle |
| 2022-05-31 |
insert person Steven Schneider |
| 2022-05-31 |
insert person Trace Winn |
| 2022-05-31 |
insert person W. Cam Goodwin |
| 2022-05-31 |
insert person Zafar Ahsan |
| 2022-05-31 |
insert phone 214.771.3363 |
| 2022-05-31 |
insert phone 919.848.9999 |
| 2022-05-31 |
update person_title Alec Montoya: Associate Wealth Advisor => Wealth Advisor |
| 2022-05-31 |
update person_title Alexander Cote: Portfolio Analyst; Portfolio Analyst in the Investment Strategy Group => Portfolio Analyst in the Investment Strategy Group; Portfolio Manager |
| 2022-05-31 |
update person_title Andrew Shannon: Associate Wealth Advisor => Wealth Advisor |
| 2022-05-31 |
update person_title Ashlee Chu Hewitt: Member of the Your Camarillo Team; Tax Advisor => Senior Tax Advisor; Member of the Your Camarillo Team |
| 2022-05-31 |
update person_title Ben Gyulambaryan: Associate Wealth Advisor => Wealth Advisor |
| 2022-05-31 |
update person_title Ben Lim: Senior Tax Advisor => Tax Manager |
| 2022-05-31 |
update person_title Bobby Arenivas: Associate Wealth Advisor => Wealth Advisor |
| 2022-05-31 |
update person_title Bradley Anderson: Financial Planner => Associate Wealth Advisor |
| 2022-05-31 |
update person_title Brian Abatemarco: Associate; Regional Vice President => Regional Vice President |
| 2022-05-31 |
update person_title CJ Smith: Associate Wealth Advisor => Wealth Advisor |
| 2022-05-31 |
update person_title Christopher S. Murphy: Associate Financial Planner => Financial Planner |
| 2022-05-31 |
update person_title Daniel Epstein: Director, Income Tax => Senior Tax Director |
| 2022-05-31 |
update person_title Daniel Morr: Account Operations Specialist => Senior Account Operations Specialist |
| 2022-05-31 |
update person_title Danielle Frazier: Client Service Specialist => Regional Service Manager |
| 2022-05-31 |
update person_title Danielle Read: Member of the Your Denver Team; Legal Assistant => Member of the Your Denver Team; Senior Legal Assistant |
| 2022-05-31 |
update person_title Danny Polyakov: Member of the Your Beverly Hills Team; Client Service Specialist => Member of the Your Beverly Hills Team; Associate Financial Planner |
| 2022-05-31 |
update person_title David Barton: M & a Leader => Vice Chairman, Mergers & Acquisitions Deal Team Leader |
| 2022-05-31 |
update person_title Dedrick Lee II: Legal Assistant => Senior Legal Assistant |
| 2022-05-31 |
update person_title Evan Fingert: Law Clerk => Associate Estate Planning Attorney |
| 2022-05-31 |
update person_title Grace Bossert: Client Service Specialist => Associate Financial Planner |
| 2022-05-31 |
update person_title Heather Jenkins Capps: Associate Wealth Advisor => Wealth Advisor |
| 2022-05-31 |
update person_title J.J. Boot: Inside Sales Associate => Associate; Regional Vice President |
| 2022-05-31 |
update person_title Jacob Gee: Client Service Specialist => Financial Planner |
| 2022-05-31 |
update person_title James Roundy: Financial Planner => Associate Wealth Advisor |
| 2022-05-31 |
update person_title Jaron Carmichael: Wealth Advisor => Director of Retirement Group, Wealth Advisor |
| 2022-05-31 |
update person_title Jasna Veledar: Member of the Your Denver Team; Estate Planning Attorney => Member of the Your Denver Team; Lead Estate Planning Attorney |
| 2022-05-31 |
update person_title Jennifer Baick: Director of Financial Planning => Senior Director, Financial Planning Group |
| 2022-05-31 |
update person_title Jim Czirr: Wealth Advisor => Wealth Advisor, Director |
| 2022-05-31 |
update person_title Justin Shane: Associate Wealth Advisor => Wealth Advisor |
| 2022-05-31 |
update person_title Laura Thompson: Senior Regional Sales Associate => Senior Regional Sales Associate, Manager |
| 2022-05-31 |
update person_title Lindsay Black: Associate Financial Planner => Associate Wealth Advisor, Retirement Plans |
| 2022-05-31 |
update person_title Mark Eshman: Wealth Advisor, Director => Director of Foundations and Endowments Group, Senior Wealth Advisor |
| 2022-05-31 |
update person_title Mary Hamshou: Client Service Specialist => Regional Service Manager |
| 2022-05-31 |
update person_title Mary Jean Short: Tax Specialist => Client Service Specialist |
| 2022-05-31 |
update person_title Matthew McCarthy: Senior Tax Advisor => Tax Manager |
| 2022-05-31 |
update person_title Matthew Truckner: Senior Tax Advisor; Member of the Your Camarillo Team => Tax Manager; Member of the Your Camarillo Team |
| 2022-05-31 |
update person_title Mendim Gecaj: Financial Planner => Wealth Advisor |
| 2022-05-31 |
update person_title Mitchell Windemuller: Associate Trader => Senior Trader |
| 2022-05-31 |
update person_title Nancy R. Hudak: Lead Client Service Specialist => Regional Service Manager |
| 2022-05-31 |
update person_title Nikki Ivins: Client Service Specialist => Regional Sales Associate |
| 2022-05-31 |
update person_title Rebekah Burns: Financial Planner => Associate Wealth Advisor |
| 2022-05-31 |
update person_title Remi Hock: Client Service Specialist => Portfolio Analyst |
| 2022-05-31 |
update person_title Steve Roberts: Wealth Advisor, Director => Wealth Advisor |
| 2022-05-31 |
update person_title Steven Crevar: Associate Wealth Advisor => Wealth Advisor |
| 2022-05-31 |
update person_title William McNutt: Financial Planner => Associate Wealth Advisor |
| 2022-03-30 |
delete chieflegalofficer Ben Holzer |
| 2022-03-30 |
delete otherexecutives Andrew Paine |
| 2022-03-30 |
delete otherexecutives Ben Bramer |
| 2022-03-30 |
delete person Andrew Paine |
| 2022-03-30 |
delete person Ben Bramer |
| 2022-03-30 |
delete person Ben Holzer |
| 2022-03-30 |
delete person Bret Svedberg |
| 2022-03-30 |
delete person Brooks Allen |
| 2022-03-30 |
delete person Daniel Lime |
| 2022-03-30 |
delete person Erica J. Clark |
| 2022-03-30 |
delete person Heather Aragona |
| 2022-03-30 |
delete person Javier Solis |
| 2022-03-30 |
delete person Jesse Jimerson |
| 2022-03-30 |
delete person Joshua Young |
| 2022-03-30 |
delete person Michael Halloran |
| 2022-03-30 |
delete person Omar Roman |
| 2022-03-30 |
delete person Paola Ramos |
| 2022-03-30 |
insert person Brandon Williams |
| 2022-03-30 |
insert person Cherice Peoples |
| 2022-03-30 |
insert person Christopher Posey |
| 2022-03-30 |
insert person Harper Sample |
| 2022-03-30 |
insert person Kali Dunn |
| 2022-03-30 |
insert person Peter Lovberg |
| 2022-03-30 |
insert person Stefanie Leighter |
| 2022-03-30 |
update person_title Andrew Medders: Senior Client Advisor & Sales => Wealth Advisor |
| 2022-03-30 |
update person_title Frank Piccolo: Associate Financial Planner => Financial Planning Analyst |
| 2022-03-30 |
update person_title Kseniya Ribeiro: Client Service Specialist => Associate Financial Planning Analyst |
| 2022-03-30 |
update person_title Logan L. Baker: Vice President, Estate Planning => Lead, Senior Wealth Strategist |
| 2022-03-30 |
update person_title Scott Weigel: Client Service Specialist => Member of the Your Boca Raton Team; Associate Wealth Advisor |
| 2022-03-30 |
update person_title Sheree Leonatti: Legal Assistant => Member of the Your Denver Team; Estate Planning Paralegal |