| Date | Description |
|---|
| 2023-07-07 |
delete person Mihir S. Saudagar |
| 2023-07-07 |
insert person Dhaval Dave |
| 2023-07-07 |
insert person Gabrielle Arce |
| 2023-07-07 |
insert person Taylor Schubert |
| 2023-02-18 |
delete person Meredith L. Heydt |
| 2023-02-18 |
delete person Nicole M. Miller |
| 2023-02-18 |
delete person Sergio D. Rodriguez |
| 2023-02-18 |
insert person Meredith H. Christman |
| 2022-11-14 |
delete person Carrie A. Martin |
| 2022-11-14 |
insert person Jeffrey Y. Hummel |
| 2022-04-11 |
delete person Linda A. Zajko |
| 2022-04-11 |
insert person Avery M. Coleman |
| 2022-04-11 |
insert person Caroline L. Wieand |
| 2022-04-11 |
insert person Carrie A. Martin |
| 2022-04-11 |
insert person Meredith L. Heydt |
| 2022-04-11 |
insert person Nicole M. Miller |
| 2022-04-11 |
insert person Ryan C. Matthews |
| 2022-04-11 |
update person_description Christine M. D'Annibale => Christine M. D'Annibale |
| 2022-04-11 |
update person_description Kim M. Smalley => Kim M. Smalley |
| 2022-04-11 |
update person_description Sergio D. Rodriguez => Sergio D. Rodriguez |
| 2022-04-11 |
update person_description Shannon L. Kichline => Shannon L. Kichline |
| 2022-04-11 |
update person_description Stephen P. Link => Stephen P. Link |
| 2022-04-11 |
update person_description Thomas J. Scalici => Thomas J. Scalici |
| 2022-04-11 |
update person_description Whitney R. Bates => Whitney R. Bates |
| 2022-04-11 |
update person_title Christine M. D'Annibale: Administrative Assistant => Executive Assistant |
| 2022-04-11 |
update person_title Kim M. Smalley: Executive Assistant => Executive Assistant & Coordinator of Retirement Planning Service |
| 2022-04-11 |
update person_title Shannon L. Kichline: Life Insurance Operations Manager => Director of New Business and Underwriting |
| 2021-12-01 |
delete person Gina P. Gonzalez |
| 2021-12-01 |
insert person Mihir S. Saudagar |
| 2021-07-28 |
insert person Stephen P. Link |
| 2021-04-10 |
delete person Bradley R. Yocum |
| 2021-01-14 |
insert about_pages_linkeddomain investor.com |
| 2021-01-14 |
insert casestudy_pages_linkeddomain investor.com |
| 2021-01-14 |
insert contact_pages_linkeddomain investor.com |
| 2021-01-14 |
insert index_pages_linkeddomain investor.com |
| 2021-01-14 |
insert management_pages_linkeddomain investor.com |
| 2020-06-29 |
delete person Katie L. Kaplan |
| 2020-05-30 |
delete person Ana Y. Roder |
| 2020-04-29 |
delete person Samantha Cunningham |
| 2020-03-30 |
insert person Sergio D. Rodriguez |
| 2020-01-28 |
insert person John Paul "JP" Cavaliere |
| 2020-01-28 |
update person_title James H. Bennewitz: Principal; Senior Data Analyst => Principal; Principal & Director of Operational Excellence |
| 2019-12-27 |
insert about_pages_linkeddomain google.com |
| 2019-12-27 |
insert casestudy_pages_linkeddomain google.com |
| 2019-12-27 |
insert contact_pages_linkeddomain google.com |
| 2019-12-27 |
insert index_pages_linkeddomain google.com |
| 2019-12-27 |
insert management_pages_linkeddomain google.com |
| 2019-10-27 |
delete otherexecutives James Horvath |
| 2019-10-27 |
delete person James Horvath |
| 2019-09-27 |
delete person Samantha Yu |
| 2019-09-27 |
insert person Ana Y. Roder |
| 2019-09-27 |
insert person Samantha Cunningham |
| 2019-08-28 |
insert otherexecutives James Horvath |
| 2019-08-28 |
insert person James Horvath |
| 2019-08-28 |
update person_title Evan J. Cowen: Consultant; Participant Services Specialist => Consultant |
| 2019-07-29 |
insert person Gina P. Gonzalez |
| 2019-06-09 |
delete person Jennifer L. Martin |
| 2019-05-10 |
insert person Bradley R. Yocum |
| 2019-04-07 |
delete person Matthew J. Zym |
| 2019-01-27 |
update person_title Evan J. Cowen: Consultant => Consultant; Participant Services Specialist |
| 2019-01-27 |
update person_title Jennifer L. Martin: Accountant => Controller, Payroll & Benefits Manager |
| 2018-12-23 |
delete source_ip 209.235.250.52 |
| 2018-12-23 |
insert source_ip 159.135.57.194 |
| 2018-05-27 |
update person_title Erik T. Lentz: Member of the Executive Committee; Client Account Manager / Education and Accreditations; Client Account Manager; People => Member of the Executive Committee; Client Account Manager; People |
| 2018-02-19 |
update person_title Ashley M. Hoffman: Client Service Administrator / Education and Accreditations; Member of the Executive Committee; Client Service Administrator; People => Member of the Executive Committee; Client Service Administrator; People |
| 2018-02-19 |
update person_title Suzelle E. Olmos: Member of the Executive Committee; Office Manager; People; Office Manager / Education and Accreditations => Member of the Executive Committee; Office Manager; People |
| 2017-09-27 |
insert otherexecutives Jennifer L. Martin |
| 2017-09-27 |
insert person Jennifer L. Martin |
| 2017-07-15 |
insert otherexecutives Evan J. Cowen |
| 2017-07-15 |
insert otherexecutives Samantha Yu |
| 2017-07-15 |
insert about_pages_linkeddomain sipc.org |
| 2017-07-15 |
insert contact_pages_linkeddomain sipc.org |
| 2017-07-15 |
insert index_pages_linkeddomain sipc.org |
| 2017-07-15 |
insert management_pages_linkeddomain sipc.org |
| 2017-07-15 |
insert person Evan J. Cowen |
| 2017-07-15 |
insert person Samantha Yu |
| 2017-04-28 |
insert otherexecutives Derek M. Schwartz |
| 2017-04-28 |
insert person Derek M. Schwartz |
| 2017-04-28 |
update person_title Kim M. Smalley: Member of the Executive Committee; Executive Assistant / Education and Accreditations; People; Executive Assistant => Member of the Executive Committee; People; Executive Assistant |
| 2017-02-13 |
delete otherexecutives Michael M. Straubel |
| 2017-02-13 |
delete person Michael M. Straubel |
| 2017-02-13 |
update person_description Katie L. Kaplan => Katie L. Kaplan |
| 2017-02-13 |
update person_title Katie L. Kaplan: Member of the Executive Committee; Strategic Associate & Marketing Coordinator / Education and Accreditations; Strategic Associate / Marketing Coordinator; People => Member of the Executive Committee; Marketing Coordinator; Strategic Associate / Marketing Coordinator; People |
| 2017-01-16 |
insert otherexecutives James H. Bennewitz |
| 2017-01-16 |
insert otherexecutives Jennifer V. Bauder |
| 2017-01-16 |
insert otherexecutives Katie L. Kaplan |
| 2017-01-16 |
update person_title James H. Bennewitz: Technical Manager; Data Analyst; Data Analyst / Education and Accreditations; People => Technical Manager; Member of the Executive Committee; Data Analyst; Senior Data Analyst / Education and Accreditations; Senior Data Analyst; People |
| 2017-01-16 |
update person_title Jennifer V. Bauder: Client Account Manager / Education and Accreditations; Client Account Manager; People => Member of the Executive Committee; Client Account Manager; People |
| 2017-01-16 |
update person_title Katie L. Kaplan: People; Strategic Associate; Strategic Associate / Education and Accreditations => Member of the Executive Committee; Strategic Associate & Marketing Coordinator / Education and Accreditations; Strategic Associate / Marketing Coordinator; People |
| 2016-11-29 |
insert person Erik T. Lentz |
| 2016-08-06 |
delete alias Cornerstone Advisors Asset Management, Inc. |
| 2016-08-06 |
delete alias Cornerstone Institutional Investors, Inc. |
| 2016-08-06 |
insert alias Cornerstone Advisors Asset Management, LLC |
| 2016-08-06 |
insert alias Cornerstone Institutional Investors, LLC |
| 2016-07-09 |
delete about_pages_linkeddomain mojoactive.com |
| 2016-07-09 |
delete contact_pages_linkeddomain mojoactive.com |
| 2016-07-09 |
delete index_pages_linkeddomain mojoactive.com |
| 2016-07-09 |
delete management_pages_linkeddomain mojoactive.com |
| 2016-07-09 |
insert about_pages_linkeddomain finra.org |
| 2016-07-09 |
insert contact_pages_linkeddomain finra.org |
| 2016-07-09 |
insert index_pages_linkeddomain finra.org |
| 2016-07-09 |
insert management_pages_linkeddomain finra.org |
| 2016-02-24 |
update person_title Ashley M. Hoffman: Administrative Assistant / Education and Accreditations; Administrative Assistant; People => Client Service Administrator; People; Client Service Administrator / Education and Accreditations |
| 2016-02-24 |
update person_title Michael J. Zambelli Jr.: Senior Consultant / Participant Services => People; Senior Consultant / Participant Services |
| 2016-01-27 |
update person_description Thomas J. Scalici => Thomas J. Scalici |
| 2016-01-27 |
update person_description Whitney R. Bates => Whitney R. Bates |
| 2016-01-27 |
update person_title Katie L. Kaplan: Strategic Assistant / Education and Accreditations; Strategic Assistant; Assistant; People => People; Strategic Associate; Strategic Associate / Education and Accreditations |
| 2016-01-27 |
update person_title Suzelle E. Olmos: People; Office Administrator; Office Administrator / Education and Accreditations => Office Manager; People; Office Manager / Education and Accreditations |
| 2015-05-02 |
delete person Donna M. Humphrey |
| 2015-05-02 |
update person_title Christopher J. McKinley: Director of Technology / Education and Accreditations; People; Director of Technology => Chief Compliance Officer / Director of Technology / Education and Accreditations; People; Director of Technology; Chief Compliance Officer |
| 2015-04-04 |
insert otherexecutives Michael M. Straubel |
| 2015-04-04 |
update person_title Michael M. Straubel: Consultant; People; Consultant / Education and Accreditations => Director of Business Development; Senior Consultant; People |
| 2015-02-07 |
update person_description Katie L. Kaplan => Katie L. Kaplan |
| 2015-02-07 |
update person_title Katie L. Kaplan: Strategic Assistant / Education; Strategic Assistant; Assistant; People => Strategic Assistant / Education and Accreditations; Strategic Assistant; Assistant; People |
| 2014-12-30 |
insert person Chris Derocher |
| 2014-12-30 |
insert person Matthew J. Zym |
| 2014-12-30 |
insert person Whitney R. Bates |
| 2014-10-07 |
delete person Leonard J. Hunsicker |
| 2014-07-28 |
update person_title Angela N. Smolczynski: Client Service and Marketing Associate; People => Marketing Manager; Consultant; People |
| 2014-05-26 |
delete person Mark J. Wickware |
| 2014-02-28 |
delete person Ashley M. Fenner |
| 2014-02-28 |
insert person Ashley M. Hoffman |
| 2014-02-28 |
update person_title Angela N. Smolczynski: People; Client Service Associate => Client Service and Marketing Associate; People |
| 2014-01-24 |
update person_title Tyler J. Papaz: Senior Consultant; Senior Consultant / Education and Accreditations; People => Senior Consultant; People |
| 2013-12-27 |
insert email mw..@cornerstone-companies.com |
| 2013-12-27 |
insert person Michael M. Straubel |
| 2013-12-27 |
insert person Parag Joshi |
| 2013-11-01 |
insert email af..@cornerstone-companies.com |
| 2013-11-01 |
insert email tp..@cornerstone-companies.com |
| 2013-10-04 |
insert email jl..@cornerstone-companies.com |
| 2013-09-05 |
update person_title Suzelle E. Olmos: Administrative Assistant; People => People; Office Administrator; Office Administrator / Education and Accreditations |
| 2013-08-08 |
insert person Katie Kaplan |
| 2013-08-08 |
insert person Leonard J. Hunsicker |
| 2013-08-08 |
insert person Tyler J. Papaz |
| 2013-06-20 |
update person_title Angela N. Smolczynski: Strategic Assistant; Staff Member; People => Staff Member; People; Client Service Associate |
| 2013-04-30 |
delete person Sean P. Lyons |
| 2013-04-30 |
update person_description Thomas J. Scalici => Thomas J. Scalici |
| 2013-04-04 |
update person_description Michelle D. Johnson |
| 2013-04-04 |
update person_title Suzelle E. Olmos |