| Date | Description |
|---|
| 2024-04-19 |
update person_description Katelyn Spangler => Katelyn Spangler |
| 2024-03-18 |
delete address 10735 Kenai Spur Hwy, Suite 3, Kenai, AK 99611 |
| 2024-03-18 |
delete fax 907.283.9147 |
| 2024-03-18 |
insert address 215 Fidalgo Ave, Suite 203, Kenai, AK 99611 |
| 2024-03-18 |
insert address 520 Kirkland Way, Suite 300, Kirkland, WA 98033 |
| 2024-03-18 |
insert fax 425.827.4683 |
| 2024-03-18 |
insert fax 907.215.2179 |
| 2024-03-18 |
insert phone 425.822.6557 |
| 2024-03-18 |
update person_title Colby Stirrat: Senior Wealth Management Associate => Associate Wealth Manager |
| 2023-08-29 |
delete associated_investor Prairie Capital |
| 2023-07-27 |
delete person Aaron Tucker |
| 2023-07-27 |
delete person Bryan Carr |
| 2023-07-27 |
delete person Chris Chung |
| 2023-07-27 |
insert associated_investor Prairie Capital |
| 2023-07-27 |
insert person Austin Gormley |
| 2023-07-27 |
insert person Brandon McAuslen |
| 2023-07-27 |
insert person Colby Stirrat |
| 2023-07-27 |
insert person David Bigelow |
| 2023-05-25 |
update person_description Anne Marie Stonich => Anne Marie Stonich |
| 2023-05-25 |
update person_title Alexandra Lambert: Team Operations Manager => Director of Client Service |
| 2023-03-07 |
update person_description Ashley Anderson => Ashley Anderson |
| 2023-01-02 |
update person_description Katie Mietus => Katie Mietus |
| 2023-01-02 |
update person_title Katie Mietus: Senior Wealth Management Associate => null |
| 2022-10-30 |
delete otherexecutives Bill Krueger |
| 2022-10-30 |
delete person Annie Duden |
| 2022-10-30 |
delete person Bill Krueger |
| 2022-10-30 |
insert person Bryan Carr |
| 2022-10-30 |
update person_title Alexandra Lambert: Client Team Operations Manager => Team Operations Manager |
| 2022-09-28 |
delete person Alex McBain |
| 2022-09-28 |
insert address 10735 Kenai Spur Hwy, Suite 3, Kenai, AK 99611 |
| 2022-09-28 |
insert career_pages_linkeddomain atsondemand.com |
| 2022-09-28 |
insert fax 907.283.9147 |
| 2022-09-28 |
insert person Aaron Tucker |
| 2022-09-28 |
insert person Heather Kessler |
| 2022-09-28 |
insert phone 907.215.2180 |
| 2022-09-28 |
update website_status FlippedRobots => OK |
| 2022-07-05 |
update website_status OK => FlippedRobots |
| 2022-05-06 |
update person_description Anne Marie Stonich => Anne Marie Stonich |
| 2022-05-06 |
update person_title Anne Marie Stonich: CFP; Chief Wealth Strategist and Wealth Manager; Chief Wealth Strategist & Board of Directors => CFP; Wealth Management 's Chief Wealth Strategist and a Member; Certified Financial Planner; Chief Wealth Strategist & Board of Directors |
| 2022-04-06 |
delete phone 206.466.6216 |
| 2022-03-07 |
delete otherexecutives Erika Yelle |
| 2022-03-07 |
delete otherexecutives Joe Cervantes |
| 2022-03-07 |
delete otherexecutives Kelsey Lichttenegger |
| 2022-03-07 |
delete person Erika Yelle |
| 2022-03-07 |
delete person Joe Cervantes |
| 2022-03-07 |
delete person Kelsey Lichttenegger |
| 2022-03-07 |
delete source_ip 67.227.249.106 |
| 2022-03-07 |
insert phone 206.466.6216 |
| 2022-03-07 |
insert source_ip 50.28.104.162 |
| 2021-12-12 |
delete otherexecutives Hans Krippaenhne |
| 2021-12-12 |
delete otherexecutives John Orehek |
| 2021-12-12 |
delete otherexecutives Mustafa Binns |
| 2021-12-12 |
insert otherexecutives Corey Dallas |
| 2021-12-12 |
insert otherexecutives Jennifer Harrison |
| 2021-12-12 |
insert otherexecutives Jordan Lau |
| 2021-12-12 |
insert otherexecutives Karla Renne |
| 2021-12-12 |
insert otherexecutives Katelyn Spangler |
| 2021-12-12 |
insert otherexecutives Katie Quick |
| 2021-12-12 |
insert otherexecutives Kim Rosenberg |
| 2021-12-12 |
insert otherexecutives Mark Rosenbaum |
| 2021-12-12 |
insert otherexecutives Melissa Franco |
| 2021-12-12 |
insert otherexecutives Thanh Evoniuk |
| 2021-12-12 |
delete about_pages_linkeddomain tamaracinc.com |
| 2021-12-12 |
delete address 525 3rd Street, Suite 200
Lake Oswego, OR 97034 |
| 2021-12-12 |
delete address 7900 SE 25th St., Suite 204, Mercer Island, WA 98040 |
| 2021-12-12 |
delete career_pages_linkeddomain tamaracinc.com |
| 2021-12-12 |
delete casestudy_pages_linkeddomain tamaracinc.com |
| 2021-12-12 |
delete contact_pages_linkeddomain tamaracinc.com |
| 2021-12-12 |
delete fax 425.998.5541 |
| 2021-12-12 |
delete index_pages_linkeddomain tamaracinc.com |
| 2021-12-12 |
delete management_pages_linkeddomain tamaracinc.com |
| 2021-12-12 |
delete person Hans Krippaenhne |
| 2021-12-12 |
delete person John Orehek |
| 2021-12-12 |
delete person Mustafa Binns |
| 2021-12-12 |
delete phone 425.463.3000 |
| 2021-12-12 |
delete terms_pages_linkeddomain tamaracinc.com |
| 2021-12-12 |
insert address 150 SW Harrison Street, Suite 300, Portland, OR 97201 |
| 2021-12-12 |
insert fax 503.352.1301 |
| 2021-12-12 |
insert person Alex Schrempf |
| 2021-12-12 |
insert person Corey Dallas |
| 2021-12-12 |
insert person Emily Richardson |
| 2021-12-12 |
insert person Jennifer Harrison |
| 2021-12-12 |
insert person Jordan Lau |
| 2021-12-12 |
insert person Karla Renne |
| 2021-12-12 |
insert person Katelyn Spangler |
| 2021-12-12 |
insert person Katie Quick |
| 2021-12-12 |
insert person Kim Rosenberg |
| 2021-12-12 |
insert person Mark Rosenbaum |
| 2021-12-12 |
insert person Melissa Franco |
| 2021-12-12 |
insert person Thanh Evoniuk |
| 2021-12-12 |
insert phone 503.352.1300 |
| 2021-12-12 |
update person_title Colby Stirrat: Private Client Services Administrator => Private Client Services Associate |
| 2021-12-12 |
update person_title Michelle Decaire: Private Client Services Administrator; Member of the Board of Directors => Private Client Services Associate; Member of the Board of Directors |
| 2021-12-12 |
update person_title Roger Reynolds: Team Lead, Relationship Manager & Board of Directors; Member of the Board of Directors => Team Lead & Relationship Manager; Member of the Board of Directors |
| 2021-09-19 |
delete otherexecutives Brian Vowinkel |
| 2021-09-19 |
delete otherexecutives Stephanie Berry |
| 2021-09-19 |
delete person Brian Vowinkel |
| 2021-09-19 |
delete person Stephanie Berry |
| 2021-09-19 |
insert person Alex McBain |
| 2021-08-19 |
delete otherexecutives Kristi Guay |
| 2021-08-19 |
delete person Courtney Hawkins |
| 2021-08-19 |
delete person Kristi Guay |
| 2021-08-19 |
update person_title Colby Stirrat: Private Client Services Administrator II => Private Client Services Administrator |
| 2021-08-19 |
update person_title Daniels Voyteshonock: Private Client Services Administrator II => Private Client Services Administrator |
| 2021-08-19 |
update person_title Davis Karaica: Private Client Services Associate I => Private Client Services Associate |
| 2021-08-19 |
update person_title Michelle Decaire: Private Client Services Administrator II; Member of the Board of Directors => Private Client Services Administrator; Member of the Board of Directors |
| 2021-08-19 |
update person_title Tristan Mohn: Private Client Services Administrator II; Member of the Board of Directors => Private Client Services Administrator; Member of the Board of Directors |
| 2021-07-18 |
insert otherexecutives Alison Hudders |
| 2021-07-18 |
insert otherexecutives Jason Thonssen |
| 2021-07-18 |
insert otherexecutives Marci Muhlestein |
| 2021-07-18 |
insert address 7900 SE 28th St, Suite 204
Mercer Island, WA 98040 |
| 2021-07-18 |
insert person Alison Hudders |
| 2021-07-18 |
insert person Jason Thonssen |
| 2021-07-18 |
insert person Marci Muhlestein |
| 2021-07-18 |
update person_title Hans Krippaenhne: Analyst; Member of the Board of Directors => Associate Portfolio Manager; Member of the Board of Directors |
| 2021-06-15 |
delete otherexecutives Blake Emery |
| 2021-06-15 |
delete otherexecutives Emily Hengstler |
| 2021-06-15 |
insert otherexecutives Hans Krippaenhne |
| 2021-06-15 |
insert otherexecutives Henry Wurst |
| 2021-06-15 |
insert otherexecutives Isabella Thomasian |
| 2021-06-15 |
insert otherexecutives Josh Harris |
| 2021-06-15 |
insert otherexecutives Katie Mietus |
| 2021-06-15 |
insert otherexecutives Ken Hallack |
| 2021-06-15 |
insert otherexecutives Kiran Cunningham |
| 2021-06-15 |
insert otherexecutives Kyle Larson |
| 2021-06-15 |
insert otherexecutives Kyle McMahill |
| 2021-06-15 |
insert otherexecutives Noel Sanchez |
| 2021-06-15 |
insert otherexecutives Sherrill Klaver |
| 2021-06-15 |
insert otherexecutives Sim Bajaj |
| 2021-06-15 |
insert otherexecutives Stephanie Berry |
| 2021-06-15 |
insert otherexecutives Stephanie Ogle |
| 2021-06-15 |
delete person Blake Emery |
| 2021-06-15 |
insert address 7900 SE 25th St., Suite 204, Mercer Island, WA 98040 |
| 2021-06-15 |
insert fax 888.855.4887 |
| 2021-06-15 |
insert person Anne Marie Stonich |
| 2021-06-15 |
insert person Claudina Campbell |
| 2021-06-15 |
insert person Courtney Gehrmann |
| 2021-06-15 |
insert person Courtney Hawkins |
| 2021-06-15 |
insert person Daniels Voyteshonock |
| 2021-06-15 |
insert person David Bigelow |
| 2021-06-15 |
insert person David McIntosh |
| 2021-06-15 |
insert person Duane Duim |
| 2021-06-15 |
insert person EJ Brink |
| 2021-06-15 |
insert person Eric Schuehle |
| 2021-06-15 |
insert person Glen White |
| 2021-06-15 |
insert person Hans Krippaenhne |
| 2021-06-15 |
insert person Heather Kessler |
| 2021-06-15 |
insert person Henry Wurst |
| 2021-06-15 |
insert person Isabella Thomasian |
| 2021-06-15 |
insert person Josh Harris |
| 2021-06-15 |
insert person Katie Mietus |
| 2021-06-15 |
insert person Ken Hallack |
| 2021-06-15 |
insert person Kiran Cunningham |
| 2021-06-15 |
insert person Kyle Larson |
| 2021-06-15 |
insert person Kyle McMahill |
| 2021-06-15 |
insert person Noel Sanchez |
| 2021-06-15 |
insert person Sherrill Klaver |
| 2021-06-15 |
insert person Sim Bajaj |
| 2021-06-15 |
insert person Stephanie Berry |
| 2021-06-15 |
insert person Stephanie Ogle |
| 2021-06-15 |
insert phone 206.466.6200 |
| 2021-06-15 |
update person_title Emily Hengstler: Private Client Services Administrator II; Member of the Board of Directors => Private Client Services Associate |
| 2021-04-20 |
delete coo Erika Yelle |
| 2021-04-20 |
delete coo Sabrina Cross |
| 2021-04-20 |
delete otherexecutives Jasmin Garcia |
| 2021-04-20 |
delete svp Patrick Corcorran |
| 2021-04-20 |
delete address 175 Evergreen Road
Lake Oswego, OR 97034 |
| 2021-04-20 |
delete person Jasmin Garcia |
| 2021-04-20 |
delete phone 503.635.3673 |
| 2021-04-20 |
insert address 525 3rd Street, Suite 200, Lake Oswego, OR 97034 |
| 2021-04-20 |
insert phone 425-463-3000 |
| 2021-04-20 |
update founded_year 1988 => null |
| 2021-04-20 |
update person_title Emily Hengstler: Private Client Services Administrator; Member of the Board of Directors => Private Client Services Administrator II; Member of the Board of Directors |
| 2021-04-20 |
update person_title Erika Yelle: Member of the Board of Directors; Director of Operations; Chief Compliance Officer => Member of the Board of Directors; Chief Compliance Officer |
| 2021-04-20 |
update person_title Hilary M. Clark: Associate Relationship Manager & Team Operations Manager; Member of the Board of Directors => Associate Relationship Manager & Client Team Operations Manager; Member of the Board of Directors |
| 2021-04-20 |
update person_title Patrick Corcorran: Senior Vice President; Member of the Board of Directors => Senior Vice President at Rainier Group; Member of the Board of Directors |
| 2021-04-20 |
update person_title Sabrina Cross: Member of the Board of Directors; COO => COO at Fit Insurance; Member of the Board of Directors |
| 2021-02-23 |
delete person Brittany Hubbard |
| 2021-02-23 |
update person_title Colby Stirrat: Private Client Services Administrator => Private Client Services Administrator II |
| 2021-02-23 |
update person_title Michelle Decaire: Private Client Services Administrator; Member of the Board of Directors => Private Client Services Administrator II; Member of the Board of Directors |
| 2021-01-23 |
delete address 500 108th Ave NE, Suite 2000
Bellevue, WA 98004 |
| 2021-01-23 |
insert management_pages_linkeddomain barrons.com |
| 2021-01-23 |
update person_description Brittany Hubbard => Brittany Hubbard |
| 2021-01-23 |
update person_description Frances Lee => Frances Lee |
| 2021-01-23 |
update person_description Joe Cervantes => Joe Cervantes |
| 2021-01-23 |
update person_description Kevin Fitzwilson => Kevin Fitzwilson |
| 2021-01-23 |
update person_title Alexandra Lambert: Senior Private Client Services Associate => Client Team Operations Manager |
| 2020-10-04 |
delete otherexecutives Jacob Mahoney |
| 2020-10-04 |
delete person Jacob Mahoney |
| 2020-10-04 |
update person_title Kelsey Lichttenegger: Senior Private Client Services Associate; Member of the Board of Directors => Member of the Board of Directors; Client Service Operations Manager |
| 2020-10-04 |
update person_title Tristan Mohn: Private Client Services Administrator I; Member of the Board of Directors => Private Client Services Administrator II; Member of the Board of Directors |
| 2020-07-28 |
delete otherexecutives Evan Monez |
| 2020-07-28 |
delete person Evan Monez |
| 2020-06-27 |
insert otherexecutives Mustafa Binns |
| 2020-06-27 |
insert person Brittany Hubbard |
| 2020-06-27 |
insert person Colby Stirrat |
| 2020-06-27 |
insert person Mustafa Binns |
| 2020-06-27 |
update person_title Georgian Maloy: Private Client Services Administrator; Member of the Board of Directors => Private Client Services Associate; Member of the Board of Directors |
| 2020-05-27 |
delete otherexecutives William Cai |
| 2020-05-27 |
delete person William Cai |
| 2020-04-27 |
insert otherexecutives Georgian Maloy |
| 2020-04-27 |
insert person Georgian Maloy |
| 2020-04-27 |
update person_title Davis Karaica: Private Client Services Administrator II; Member of the Board of Directors => Member of the Board of Directors; Private Client Services Associate I |
| 2020-04-27 |
update person_title Hilary M. Clark: Senior Private Client Services Associate; Member of the Board of Directors => Associate Relationship Manager & Team Operations Manager; Member of the Board of Directors |
| 2020-04-27 |
update person_title Mark Pellegrino: Team Lead & Relationship Manager; Member of the Board of Directors => Relationship Manager; Member of the Board of Directors |
| 2020-03-28 |
delete source_ip 162.241.236.233 |
| 2020-03-28 |
insert source_ip 67.227.249.106 |
| 2020-02-26 |
update person_title Chris Chung: Portfolio Administrator => Associate Portfolio Manager |
| 2020-02-26 |
update person_title George R. Pierce Jr.: Private Client Services Administrator II; Member of the Board of Directors => Member of the Board of Directors |
| 2020-01-26 |
delete otherexecutives Richard Marshall |
| 2020-01-26 |
delete person Bella Brown |
| 2020-01-26 |
delete person Richard Marshall |
| 2019-12-26 |
insert otherexecutives Michelle Decaire |
| 2019-12-26 |
insert otherexecutives Richard Marshall |
| 2019-12-26 |
insert person Michelle Decaire |
| 2019-12-26 |
insert person Richard Marshall |
| 2019-11-25 |
delete otherexecutives Gary Rubens |
| 2019-11-25 |
delete person Gary Rubens |
| 2019-10-26 |
delete otherexecutives Kelsey Reed |
| 2019-10-26 |
insert otherexecutives Emily Hengstler |
| 2019-10-26 |
insert otherexecutives Frances Lee |
| 2019-10-26 |
insert otherexecutives Kelsey Lichttenegger |
| 2019-10-26 |
delete person Kelsey Reed |
| 2019-10-26 |
insert person Blake Emery |
| 2019-10-26 |
insert person Emily Hengstler |
| 2019-10-26 |
insert person Frances Lee |
| 2019-10-26 |
insert person Kelsey Lichttenegger |
| 2019-09-26 |
delete otherexecutives Karly Taylor |
| 2019-09-26 |
delete otherexecutives Kristi Hartzell |
| 2019-09-26 |
insert otherexecutives Evan Fisher |
| 2019-09-26 |
insert otherexecutives Patrick Corcorran |
| 2019-09-26 |
insert otherexecutives Thomas C. Knollmann |
| 2019-09-26 |
insert otherexecutives Tristan Mohn |
| 2019-09-26 |
insert otherexecutives William Cai |
| 2019-09-26 |
insert svp Evan Fisher |
| 2019-09-26 |
insert svp Patrick Corcorran |
| 2019-09-26 |
delete person Karly Taylor |
| 2019-09-26 |
delete person Kristi Hartzell |
| 2019-09-26 |
insert person Evan Fisher |
| 2019-09-26 |
insert person Patrick Corcorran |
| 2019-09-26 |
insert person Thomas C. Knollmann |
| 2019-09-26 |
insert person Tristan Mohn |
| 2019-09-26 |
insert person William Cai |
| 2019-09-26 |
update person_title George R. Pierce Jr.: Member of the Board of Directors => Private Client Services Administrator II; Member of the Board of Directors |
| 2019-08-27 |
insert otherexecutives Kristi Guay |
| 2019-08-27 |
insert person Annie Duden |
| 2019-08-27 |
insert person Cynthia Morales |
| 2019-08-27 |
insert person Kristi Guay |
| 2019-07-27 |
delete otherexecutives Kristi Guay |
| 2019-07-27 |
delete person Kristi Guay |
| 2019-06-27 |
delete otherexecutives Julie Murray |
| 2019-06-27 |
delete otherexecutives Kristen Stead |
| 2019-06-27 |
delete otherexecutives Rafael A. Villagran |
| 2019-06-27 |
delete person Julie Murray |
| 2019-06-27 |
delete person Kristen Stead |
| 2019-06-27 |
delete person Rafael A. Villagran |
| 2019-05-22 |
delete otherexecutives Trent Clark |
| 2019-05-22 |
delete person Brian Plowman |
| 2019-05-22 |
delete person Trent Clark |
| 2019-04-19 |
delete source_ip 66.147.244.242 |
| 2019-04-19 |
insert source_ip 162.241.236.233 |
| 2018-03-09 |
delete person Karen Karaica |
| 2018-03-09 |
delete person Rachel Borsini |
| 2018-03-09 |
insert person Candace Jennings |
| 2018-03-09 |
insert person Davis Karaica |
| 2018-03-09 |
insert person Jasmin Garcia |
| 2018-03-09 |
insert person Julie Murray |
| 2018-03-09 |
insert person Kristi Hartzell |
| 2018-03-09 |
insert person Peter Beeson |
| 2018-03-09 |
insert person Trent Clark |
| 2018-03-09 |
update person_title Brian Plowman: Private Client Services Administrator => Private Client Services Associate |
| 2018-03-09 |
update person_title Clarissa Candelario: Private Client Services Administrator => Private Client Services Associate |
| 2018-03-09 |
update person_title Kristen Stead: Paraplanner => Paraplanner Qualified Professional™ |
| 2017-08-10 |
insert chro Tara Mikosz |
| 2017-08-10 |
delete person Jennifer Vandiver |
| 2017-08-10 |
delete person Lacey Lopez |
| 2017-08-10 |
delete person Tara King |
| 2017-08-10 |
insert person Catherine Nelson |
| 2017-08-10 |
insert person Chris Chung |
| 2017-08-10 |
insert person Clarissa Candelario |
| 2017-08-10 |
insert person Tara Mikosz |
| 2017-08-10 |
update person_title Kelsey Reed: Private Client Services Administrator => Private Client Services Associate |
| 2017-05-07 |
delete index_pages_linkeddomain google.com |
| 2017-05-07 |
delete person Bob Frazier |
| 2017-05-07 |
delete person Lauren Bayer |
| 2017-05-07 |
delete person Megan Markarian |
| 2017-05-07 |
insert about_pages_linkeddomain rainiergroup.com |
| 2017-05-07 |
insert address 500 108th Ave NE, Suite 2000
Bellevue, WA 98004 |
| 2017-05-07 |
insert person Alissa Wright |
| 2017-05-07 |
insert person Becky Wilcox |
| 2017-05-07 |
insert person Brander Richmond |
| 2017-05-07 |
insert person Mark Pellegrino |
| 2017-05-07 |
insert person Norman (Skip) Bell |
| 2017-05-07 |
insert person Rachel McCracken |
| 2017-05-07 |
insert person Roxie Drofiak |
| 2017-05-07 |
update person_description Darren Ritchie => Darren Ritchie |
| 2017-05-07 |
update person_description Nina Rose => Nina Rose |
| 2017-05-07 |
update person_title Darren Ritchie: Portfolio Manager => null |
| 2017-05-07 |
update person_title George R. Pierce: Team Lead & Relationship Manager => null |
| 2017-05-07 |
update person_title Joe Cervantes: Team Lead & Relationship Manager; Insurance Agent => Insurance Agent |
| 2017-05-07 |
update person_title Lauren Te: Controller => MPAC / Controller |
| 2017-05-07 |
update person_title Nina Rose: Portfolio Manager => null |
| 2017-05-07 |
update person_title Rich Merrifield: Relationship Manager & Wealth Planner => null |
| 2017-05-07 |
update person_title Vince Lee: Relationship Manager & Wealth Planner => CFP |
| 2017-01-11 |
delete person Jaime Anderson |
| 2017-01-11 |
insert person Karen Karaica |
| 2017-01-11 |
insert person Rafael A. Villagran |
| 2017-01-11 |
insert person Tara King |
| 2016-09-14 |
delete person Alexandra M. Fitts |
| 2016-09-14 |
insert person Alexandra Lambert |
| 2016-09-14 |
update robots_txt_status www.coldstream.com: 404 => 200 |
| 2016-07-23 |
delete source_ip 69.18.153.50 |
| 2016-07-23 |
insert source_ip 66.147.244.242 |
| 2016-07-23 |
update robots_txt_status www.coldstream.com: 200 => 404 |
| 2016-06-12 |
delete management_pages_linkeddomain kiplinger.com |
| 2016-06-12 |
delete person Joel P. Faircloth |
| 2016-06-12 |
insert address 1200 Westlake Ave N Suite 900
Seattle, WA 98109 |
| 2016-06-12 |
insert management_pages_linkeddomain cnn.com |
| 2016-06-12 |
insert management_pages_linkeddomain usnews.com |
| 2016-06-12 |
insert person Fritz Meyer |
| 2016-06-12 |
insert phone 206.281.8930 |
| 2016-04-03 |
delete management_pages_linkeddomain cnn.com |
| 2016-04-03 |
delete person Leona Helmsley |
| 2016-04-03 |
insert management_pages_linkeddomain time.com |
| 2016-04-03 |
insert person Joel P. Faircloth |
| 2016-02-13 |
delete management_pages_linkeddomain emoneyadvisor.com |
| 2016-02-13 |
delete management_pages_linkeddomain time.com |
| 2016-02-13 |
insert management_pages_linkeddomain cnn.com |
| 2016-02-13 |
insert management_pages_linkeddomain emaplan.com |
| 2016-02-13 |
insert person Leona Helmsley |
| 2016-01-14 |
delete otherexecutives Kevin Coffland |
| 2016-01-14 |
insert otherexecutives Gary Rubens |
| 2016-01-14 |
insert otherexecutives John Orehek |
| 2016-01-14 |
delete person Kevin Coffland |
| 2016-01-14 |
insert person Elaina Shemeta |
| 2016-01-14 |
insert person Gary Rubens |
| 2016-01-14 |
insert person John Orehek |
| 2016-01-14 |
update person_description Hilary Clark => Hilary Clark |
| 2016-01-14 |
update person_title Hilary Clark: PCS Associate; Private Client Services Associate and Team Lead; Investment Strategy => PCS Associate; Investment Strategy |
| 2015-08-15 |
insert marketing_emails ma..@coldstream.com |
| 2015-08-15 |
delete person Tiffany Weymouth |
| 2015-08-15 |
insert email ma..@coldstream.com |
| 2015-08-15 |
update person_title Hilary Clark: PCS Associate; Private Client Services Associate and Team Lead => PCS Associate; Private Client Services Associate and Team Lead; Investment Strategy |
| 2015-04-12 |
delete about_pages_linkeddomain apiav.com |
| 2015-04-12 |
delete career_pages_linkeddomain apiav.com |
| 2015-04-12 |
delete casestudy_pages_linkeddomain apiav.com |
| 2015-04-12 |
delete client_pages_linkeddomain apiav.com |
| 2015-04-12 |
delete contact_pages_linkeddomain apiav.com |
| 2015-04-12 |
delete index_pages_linkeddomain apiav.com |
| 2015-04-12 |
delete management_pages_linkeddomain apiav.com |
| 2015-04-12 |
delete terms_pages_linkeddomain apiav.com |
| 2015-04-12 |
insert about_pages_linkeddomain tamaracinc.com |
| 2015-04-12 |
insert career_pages_linkeddomain tamaracinc.com |
| 2015-04-12 |
insert casestudy_pages_linkeddomain tamaracinc.com |
| 2015-04-12 |
insert client_pages_linkeddomain tamaracinc.com |
| 2015-04-12 |
insert contact_pages_linkeddomain tamaracinc.com |
| 2015-04-12 |
insert index_pages_linkeddomain tamaracinc.com |
| 2015-04-12 |
insert management_pages_linkeddomain tamaracinc.com |
| 2015-04-12 |
insert terms_pages_linkeddomain tamaracinc.com |
| 2015-03-15 |
delete person Liz McQueen |
| 2015-03-15 |
update person_title Elaine Heller: Relationship Manager => Team Lead & Relationship Manager |
| 2015-03-15 |
update person_title Joe Louis Cervantes: Relationship Manager => Team Lead & Relationship Manager |
| 2015-03-15 |
update person_title Kurt Biederman: Associate; Relationship Manager => Relationship Manager |
| 2015-03-15 |
update person_title Roger Reynolds: Relationship Manager; Co - Founder; Member of the Board of Directors; Managing Director; Member of the Corporate Team => Team Lead & Relationship Manager; Co - Founder; Member of the Board of Directors; Managing Director |
| 2015-03-15 |
update person_title Vincent Lee: Director of Wealth Planning => Relationship Manager & Director of Wealth Planning |
| 2015-02-13 |
insert otherexecutives Rich Simmonds |
| 2015-02-13 |
delete person Christopher Judy |
| 2015-02-13 |
delete person Courtney Smith |
| 2015-02-13 |
delete person Jonas Means |
| 2015-02-13 |
insert person David Powers |
| 2015-02-13 |
insert person Nina Rose |
| 2015-02-13 |
insert person Renee Hawkes |
| 2015-02-13 |
insert person Rich Simmonds |
| 2015-02-13 |
insert person Tiffany Weymouth |
| 2014-12-27 |
delete otherexecutives Scot Urquhart |
| 2014-12-27 |
insert chiefinvestmentofficer Howard Coleman |
| 2014-12-27 |
delete about_pages_linkeddomain kirklandviews.com |
| 2014-12-27 |
delete career_pages_linkeddomain kirklandviews.com |
| 2014-12-27 |
delete casestudy_pages_linkeddomain kirklandviews.com |
| 2014-12-27 |
delete client_pages_linkeddomain kirklandviews.com |
| 2014-12-27 |
delete contact_pages_linkeddomain kirklandviews.com |
| 2014-12-27 |
delete index_pages_linkeddomain kirklandviews.com |
| 2014-12-27 |
delete management_pages_linkeddomain kirklandviews.com |
| 2014-12-27 |
delete terms_pages_linkeddomain kirklandviews.com |
| 2014-12-27 |
update person_description Detlef Schrempf => Detlef Schrempf |
| 2014-12-27 |
update person_title Christopher Judy: Partner; Portfolio Manager => Portfolio Manager |
| 2014-12-27 |
update person_title Darren Ritchie: Senior Analyst => Portfolio Manager |
| 2014-12-27 |
update person_title Elaine Heller: Relationship Manager; Partner => Relationship Manager |
| 2014-12-27 |
update person_title Hilary Clark: PCS Associate => PCS Associate; Private Client Services Associate and Team Lead |
| 2014-12-27 |
update person_title Howard Coleman: Partner and Genesee Investments Managing Director => Chief Investment Officer |
| 2014-12-27 |
update person_title Joe Louis Cervantes: Relationship Manager; Partner => Relationship Manager |
| 2014-12-27 |
update person_title Kevin Fitzwilson: Relationship Manager; Member of the Board of Directors; Member of the Corporate Team; Managing Partner => Managing Shareholder & Relationship Manager; Member of the Board of Directors; Member of the Corporate Team; Managing Partner |
| 2014-12-27 |
update person_title Kurt Biederman: Associate Wealth Advisor => Associate; Relationship Manager |
| 2014-12-27 |
update person_title Roger Reynolds: Relationship Manager; Co - Founder; Member of the Board of Directors; Managing Director; Partner => Relationship Manager; Co - Founder; Member of the Board of Directors; Managing Director |
| 2014-12-27 |
update person_title Scot Urquhart: Director of Information Technology; Member of the Corporate Team => Vice President of Information Technology & Operations; Member of the Corporate Team |
| 2014-12-27 |
update person_title Vincent Lee: Partner & Director of Wealth Planning => Director of Wealth Planning |
| 2014-11-22 |
delete management_pages_linkeddomain einnews.com |
| 2014-10-19 |
insert about_pages_linkeddomain kirklandviews.com |
| 2014-10-19 |
insert career_pages_linkeddomain kirklandviews.com |
| 2014-10-19 |
insert casestudy_pages_linkeddomain kirklandviews.com |
| 2014-10-19 |
insert client_pages_linkeddomain kirklandviews.com |
| 2014-10-19 |
insert contact_pages_linkeddomain kirklandviews.com |
| 2014-10-19 |
insert index_pages_linkeddomain kirklandviews.com |
| 2014-10-19 |
insert management_pages_linkeddomain kirklandviews.com |
| 2014-10-19 |
insert terms_pages_linkeddomain kirklandviews.com |
| 2014-09-11 |
delete about_pages_linkeddomain bizjournals.com |
| 2014-09-11 |
delete career_pages_linkeddomain bizjournals.com |
| 2014-09-11 |
delete casestudy_pages_linkeddomain bizjournals.com |
| 2014-09-11 |
delete client_pages_linkeddomain bizjournals.com |
| 2014-09-11 |
delete contact_pages_linkeddomain bizjournals.com |
| 2014-09-11 |
delete index_pages_linkeddomain bizjournals.com |
| 2014-09-11 |
delete management_pages_linkeddomain bizjournals.com |
| 2014-09-11 |
delete terms_pages_linkeddomain bizjournals.com |
| 2014-08-03 |
delete person Jason Preti |
| 2014-06-30 |
insert coo Phil Platt |
| 2014-06-30 |
delete about_pages_linkeddomain collegeaccessnow.org |
| 2014-06-30 |
delete career_pages_linkeddomain collegeaccessnow.org |
| 2014-06-30 |
delete casestudy_pages_linkeddomain collegeaccessnow.org |
| 2014-06-30 |
delete client_pages_linkeddomain collegeaccessnow.org |
| 2014-06-30 |
delete contact_pages_linkeddomain collegeaccessnow.org |
| 2014-06-30 |
delete index_pages_linkeddomain collegeaccessnow.org |
| 2014-06-30 |
delete management_pages_linkeddomain collegeaccessnow.org |
| 2014-06-30 |
delete terms_pages_linkeddomain collegeaccessnow.org |
| 2014-06-30 |
insert person Phil Platt |
| 2014-05-21 |
insert about_pages_linkeddomain bizjournals.com |
| 2014-05-21 |
insert about_pages_linkeddomain collegeaccessnow.org |
| 2014-05-21 |
insert career_pages_linkeddomain bizjournals.com |
| 2014-05-21 |
insert career_pages_linkeddomain collegeaccessnow.org |
| 2014-05-21 |
insert casestudy_pages_linkeddomain bizjournals.com |
| 2014-05-21 |
insert casestudy_pages_linkeddomain collegeaccessnow.org |
| 2014-05-21 |
insert client_pages_linkeddomain bizjournals.com |
| 2014-05-21 |
insert client_pages_linkeddomain collegeaccessnow.org |
| 2014-05-21 |
insert contact_pages_linkeddomain bizjournals.com |
| 2014-05-21 |
insert contact_pages_linkeddomain collegeaccessnow.org |
| 2014-05-21 |
insert index_pages_linkeddomain bizjournals.com |
| 2014-05-21 |
insert index_pages_linkeddomain collegeaccessnow.org |
| 2014-05-21 |
insert management_pages_linkeddomain bizjournals.com |
| 2014-05-21 |
insert management_pages_linkeddomain collegeaccessnow.org |
| 2014-05-21 |
insert terms_pages_linkeddomain bizjournals.com |
| 2014-05-21 |
insert terms_pages_linkeddomain collegeaccessnow.org |
| 2014-04-23 |
delete person Rob James |
| 2014-02-04 |
insert otherexecutives Michael Butler |
| 2014-02-04 |
insert person Michael Butler |
| 2013-11-11 |
delete coo Catherine Williams |
| 2013-11-11 |
delete person Catherine Williams |
| 2013-11-11 |
delete person Randall Buck |
| 2013-10-12 |
insert otherexecutives Scot Urquhart |
| 2013-10-12 |
delete client 401k Services |
| 2013-10-12 |
delete management_pages_linkeddomain investopedia.com |
| 2013-10-12 |
insert person Peter Beeson II |
| 2013-10-12 |
insert person Scot Urquhart |
| 2013-10-12 |
update person_title Chris Blakeslee: Portfolio Manager => Ascent Capital Fund Portfolio Manager |
| 2013-08-27 |
update person_description Jason Preti => Jason Preti |
| 2013-08-27 |
update person_description Jonas Means => Jonas Means |
| 2013-08-27 |
update person_description Randall Buck => Randall Buck |
| 2013-05-10 |
update person_description Courtney Smith => Courtney Smith |
| 2013-05-10 |
update person_title Courtney Smith: PCS Associate => PCS Associate; Private Client Services Associate |