| Date | Description |
|---|
| 2024-04-05 |
delete career_emails em..@eabuck.com |
| 2024-04-05 |
insert cfo Chad Stevens |
| 2024-04-05 |
delete email em..@eabuck.com |
| 2024-04-05 |
delete person Erik Anderson |
| 2024-04-05 |
delete person Jason Johnson |
| 2024-04-05 |
delete person Lorin Chun |
| 2024-04-05 |
delete person Mark Pitchford |
| 2024-04-05 |
delete person Tom Niver |
| 2024-04-05 |
insert address 132 N. Wall Ave.
Farmington, NM 87401 |
| 2024-04-05 |
insert address 2209 Brothers Road, Suite 220
Santa Fe, NM 87505 |
| 2024-04-05 |
insert address 4801 Lang Avenue NE Suite 110
Albuquerque, NM 87109 |
| 2024-04-05 |
insert address 481 Quantum Road NE
Rio Ranch, NM 87214 |
| 2024-04-05 |
insert address 850 W. Hind Dr., #102
Honolulu, HI 96821 |
| 2024-04-05 |
insert career_pages_linkeddomain facebook.com |
| 2024-04-05 |
insert person Aaron Perez Rivera |
| 2024-04-05 |
insert person Brandon Thurgood |
| 2024-04-05 |
insert person Brent Bunn |
| 2024-04-05 |
insert person Chad Stevens |
| 2024-04-05 |
insert person Keith Brand |
| 2024-04-05 |
insert person Kyrie Greathouse |
| 2024-04-05 |
insert person Lynn Berlenbach |
| 2024-04-05 |
insert person Russell Whitehead |
| 2024-04-05 |
insert phone (505) 891-9800 |
| 2024-04-05 |
update person_title Ashley Robinson: Financial Advisor - Federal Benefits Made Simple => Private Wealth Manager - Federal Benefits Made Simple |
| 2024-04-05 |
update person_title Dan Werts: PRIVATE WEALTH MANAGER => Private Wealth Manager - Federal Benefits Made Simple |
| 2024-04-05 |
update person_title Evan Cutler: Private Wealth Manager - Regional Vice President => Regional Vice President - Private Wealth Manager |
| 2023-01-23 |
delete coo John Urosevich |
| 2023-01-23 |
delete otherexecutives Scott Fangman |
| 2023-01-23 |
delete address 2861 W 1120th Ave Suite #205
Westminster, CO 80234 |
| 2023-01-23 |
delete address 75-5722 Kuakini Hwy, #209
Kailua-Kona, HI 96740 |
| 2023-01-23 |
delete address 919 N Weber St.
Colorado Springs, CO 80903 |
| 2023-01-23 |
delete contact_pages_linkeddomain aewealthmanagement.com |
| 2023-01-23 |
delete index_pages_linkeddomain aewealthmanagement.com |
| 2023-01-23 |
delete management_pages_linkeddomain aewealthmanagement.com |
| 2023-01-23 |
delete person Scott Fangman |
| 2023-01-23 |
delete person Troy Vigil |
| 2023-01-23 |
delete phone (719) 428-2534 |
| 2023-01-23 |
delete terms_pages_linkeddomain aewealthmanagement.com |
| 2023-01-23 |
insert address Leland
Satellite Office 4021 Alastaire Cove
Leland, NC 28451 |
| 2023-01-23 |
insert person Claudia Moreno |
| 2023-01-23 |
insert person Emily Arnold |
| 2023-01-23 |
insert person Jake Yong |
| 2023-01-23 |
update person_title Evan Cutler: Financial Professional => Private Wealth Manager - Regional Vice President |
| 2023-01-23 |
update person_title John Urosevich: CHIEF OPERATIONS OFFICER => CHIEF OPERATIONS OFFICER - CHIEF COMPLIANCE OFFICER |
| 2022-08-01 |
delete phone 1199058- 2/22 |
| 2022-08-01 |
insert address 2861 W 120th Ave
Suite #205
Westminster, CO 80234 |
| 2022-08-01 |
insert address 5039-5 Main Street
Shallotte, NC 28470 |
| 2022-08-01 |
insert address Satellite Office 4021 Alastaire Cove
Leland, NC 28451 |
| 2022-08-01 |
insert person Ashley Robinson |
| 2022-08-01 |
insert person Connor Ryan |
| 2022-08-01 |
insert person Evan Cutler |
| 2022-08-01 |
insert person Jason Johnson |
| 2022-08-01 |
insert person John Ingraham |
| 2022-08-01 |
insert person Troy Vigil |
| 2022-08-01 |
insert phone (910) 754-6921 |
| 2022-08-01 |
update person_title Mark Pitchford: Board Consultant => Chief Data Officer for E.a. Buck Financial Services; Chief Data Officer |
| 2022-06-04 |
insert address 2861 W 1120th Ave
Suite #205
Westminster, CO 80234 |
| 2022-06-04 |
insert contact_pages_linkeddomain aewealthmanagement.com |
| 2022-06-04 |
insert index_pages_linkeddomain aewealthmanagement.com |
| 2022-06-04 |
insert management_pages_linkeddomain aewealthmanagement.com |
| 2022-06-04 |
insert terms_pages_linkeddomain aewealthmanagement.com |
| 2022-05-03 |
delete otherexecutives Jeremy Rafferty |
| 2022-05-03 |
delete person David Selden |
| 2022-05-03 |
delete person Rebecca Hettinger |
| 2022-05-03 |
insert address 11120 NE 2nd Street Suite 110
Bellevue, WA 98004 |
| 2022-05-03 |
insert person Erik Anderson |
| 2022-05-03 |
insert phone 1199058- 2/22 |
| 2022-05-03 |
update person_title Jeremy Rafferty: Chief Revenue Officer => Vice President of Federal Benefits Made Simple |
| 2022-02-13 |
delete chiefstrategyofficer Mark Pitchford |
| 2022-02-13 |
insert otherexecutives Scott Fangman |
| 2022-02-13 |
delete address 100 Fillmore St. #500
Denver, CO 80206 |
| 2022-02-13 |
delete address Denver Tech Center
8101 E. Prentice Ave. #420
Denver, CO 80111 |
| 2022-02-13 |
delete person George Purdy |
| 2022-02-13 |
delete person John Kinsaku Larry |
| 2022-02-13 |
delete person Nicole Madosik |
| 2022-02-13 |
insert address Denver Tech Center
4600 S. Syracuse St. #650
Denver, CO 80237 |
| 2022-02-13 |
insert person Dan Werts |
| 2022-02-13 |
insert person Scott Fangman |
| 2022-02-13 |
update person_description Katie Buck => Katie Buck |
| 2022-02-13 |
update person_title Mark Pitchford: Interim Chief Strategy Officer for E.a. Buck Financial Services; Chief Strategy Officer => Board Consultant |
| 2021-09-29 |
delete coo Mike Cottet |
| 2021-09-29 |
insert chiefstrategyofficer Mike Cottet |
| 2021-09-29 |
insert coo John Urosevich |
| 2021-09-29 |
delete person Rocco Palumbo |
| 2021-09-29 |
insert person John Urosevich |
| 2021-09-29 |
update person_title Mike Cottet: Chief Operations Officer => Chief Strategy Officer for E.a. Buck Financial Services; Chief Strategy Officer |
| 2021-08-07 |
delete otherexecutives Derek Woods |
| 2021-08-07 |
delete career_pages_linkeddomain facebook.com |
| 2021-08-07 |
delete person Alex Johnson |
| 2021-08-07 |
delete person Derek Woods |
| 2021-08-07 |
insert address on 55 Merchant Street Suite 2100, 96813, Honolulu, Hawaii |
| 2021-08-07 |
insert contact_pages_linkeddomain goo.gl |
| 2021-08-07 |
insert contact_pages_linkeddomain yelp.com |
| 2021-08-07 |
insert person David Selden |
| 2021-06-24 |
delete source_ip 162.159.130.79 |
| 2021-06-24 |
delete source_ip 162.159.129.79 |
| 2021-06-24 |
insert source_ip 151.101.2.159 |
| 2021-06-24 |
update website_status FlippedRobots => OK |
| 2021-04-26 |
update website_status OK => FlippedRobots |
| 2021-02-03 |
delete founder Ed Buck |
| 2021-02-03 |
insert otherexecutives Derek Woods |
| 2021-02-03 |
insert otherexecutives Jeremy Raffery |
| 2021-02-03 |
delete address 1001 Kamokila Blvd. Ste. 136
Kapolei, HI 96707 |
| 2021-02-03 |
delete address 33 Lono Av. Ste. 310
Kahului, HI 96732 |
| 2021-02-03 |
delete index_pages_linkeddomain webinarjam.com |
| 2021-02-03 |
delete person Chad Kurosawa |
| 2021-02-03 |
delete person Ed Buck |
| 2021-02-03 |
delete person Jeremy Shaffer |
| 2021-02-03 |
delete person Justin Hodges |
| 2021-02-03 |
delete phone 808 545 2211 |
| 2021-02-03 |
insert address 100 Fillmore St. #500
Denver, CO 80206 |
| 2021-02-03 |
insert address 1001 Kamokila Blvd. #136
Kapolei, HI 96707
Maui |
| 2021-02-03 |
insert address 33 Lono Ave. #310
Kahului, HI 96732
Hawaii Island |
| 2021-02-03 |
insert address 55 Merchant St. #2100
Honolulu, HI 96813 |
| 2021-02-03 |
insert address 75-5722 Kuakini Hwy Suite 209
Kailua Kona, HI 96740 |
| 2021-02-03 |
insert address 8101 E. Prentice Ave. #420
Denver, CO 80111 |
| 2021-02-03 |
insert person Alex Johnson |
| 2021-02-03 |
insert person Derek Woods |
| 2021-02-03 |
insert person Jeremy Raffery |
| 2021-02-03 |
insert person John Kinsaku Larry |
| 2021-02-03 |
insert person Rebecca Hettinger |
| 2021-02-03 |
insert person Rocco Palumbo |
| 2021-02-03 |
insert person Tom Niver |
| 2021-02-03 |
insert phone (888) 210-6567 |
| 2021-02-03 |
update person_title Alvin Abe: Private Wealth Manager - Honolulu => Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Brandi Kamano: Private Wealth Manager - Honolulu => Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Corrinna Paxton: Private Wealth Manager - Kahului => Private Wealth Manager - Kahului, HI |
| 2021-02-03 |
update person_title George Purdy: Private Wealth Manager; Agent at Large => Private Wealth Manager - Kona, HI |
| 2021-02-03 |
update person_title Jeff Buck: CIO, Private Wealth Manager => CIO, Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Katie Buck: CEO, Private Wealth Manager => CEO, Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Lorin Chun: Private Wealth Manager - Honolulu => Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Rachelle Davis: Private Wealth Manager - Honolulu => Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Scott Tusa: Private Wealth Manager - Honolulu => Partner, Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Sean Hite: Private Wealth Manager - Honolulu => Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Wade Abreu: Financial Professional - Honolulu => Financial Professional - Honolulu, HI |
| 2020-05-18 |
delete person Jason Loke |
| 2020-05-18 |
delete person Rob Anderson |
| 2020-05-18 |
insert index_pages_linkeddomain webinarjam.com |
| 2020-05-18 |
insert person George Purdy |
| 2020-05-18 |
insert person Lorin Chun |
| 2020-02-18 |
update person_title Jeff Buck: Chief Investment OfficerPrivate Wealth Manager => CIO and Private Wealth Manager |
| 2020-02-18 |
update person_title Katie Buck: Chief Executive OfficerPrivate Wealth Manager => CEO and Private Wealth Manager |
| 2020-01-14 |
insert about_pages_linkeddomain sipc.org |
| 2020-01-14 |
insert address 33 Lono Av. Ste. 310
Kahului, HI 96732 |
| 2020-01-14 |
insert contact_pages_linkeddomain sipc.org |
| 2020-01-14 |
insert index_pages_linkeddomain sipc.org |
| 2020-01-14 |
insert management_pages_linkeddomain sipc.org |
| 2020-01-14 |
insert person Jeff Buck |
| 2020-01-14 |
insert person Jeremy Shaffer |
| 2020-01-14 |
insert person Justin Hodges |
| 2020-01-14 |
insert person Katie Buck |
| 2020-01-14 |
insert portfolio_pages_linkeddomain sipc.org |
| 2020-01-14 |
insert terms_pages_linkeddomain sipc.org |
| 2019-12-13 |
delete ceo Katie Buck |
| 2019-12-13 |
delete chiefinvestmentofficer Jeff Buck |
| 2019-12-13 |
delete person Jeff Buck |
| 2019-12-13 |
delete person Justin Hodges |
| 2019-12-13 |
delete person Katie Buck |
| 2019-12-13 |
delete person Lorin Chun |
| 2019-12-13 |
insert person Corrinna Paxton |
| 2019-12-13 |
update person_title Wade Abreu: Private Wealth Manager - Honolulu => Financial Professional - Honolulu |
| 2019-11-13 |
insert portfolio_pages_linkeddomain factset.com |
| 2019-11-13 |
insert portfolio_pages_linkeddomain theice.com |
| 2019-10-13 |
delete support_emails se..@eabuck.com |
| 2019-10-13 |
delete address 55 Merchant Street, Suite 1880
Honolulu, Hawaii, 96813 |
| 2019-10-13 |
delete email se..@eabuck.com |
| 2019-10-13 |
delete index_pages_linkeddomain goo.gl |
| 2019-10-13 |
delete index_pages_linkeddomain onewavedesigns.com |
| 2019-10-13 |
delete index_pages_linkeddomain sipc.org |
| 2019-10-13 |
delete source_ip 173.192.115.0 |
| 2019-10-13 |
insert address 55 Merchant St., Ste. 2100
Honolulu, HI 96813 |
| 2019-10-13 |
insert index_pages_linkeddomain factset.com |
| 2019-10-13 |
insert index_pages_linkeddomain theice.com |
| 2019-10-13 |
insert source_ip 162.159.130.79 |
| 2019-10-13 |
insert source_ip 162.159.129.79 |
| 2019-05-13 |
delete address 55 Merchant Street, Suite 1880
Honolulu, Hawaii, 96813, USA |
| 2019-05-13 |
insert address 1001 Kamokila Blvd. Suite 136 Kapolei , HI, 96707 |
| 2019-05-13 |
insert person Brandi-Ayn Kamano |
| 2019-05-13 |
insert person Chad Kurosawa |
| 2019-05-13 |
insert person Justin Hodges |
| 2019-05-13 |
insert person Rachelle Davis |
| 2019-03-12 |
delete management_pages_linkeddomain twitter.com |
| 2019-03-12 |
insert address 55 Merchant Street, Suite 1880
Honolulu, Hawaii, 96813, USA |
| 2019-03-12 |
insert career_pages_linkeddomain linkedin.com |
| 2019-03-12 |
insert contact_pages_linkeddomain linkedin.com |
| 2019-03-12 |
insert index_pages_linkeddomain linkedin.com |
| 2019-03-12 |
insert management_pages_linkeddomain linkedin.com |
| 2019-01-01 |
insert general_emails in..@eabuck.com |
| 2019-01-01 |
insert email in..@eabuck.com |
| 2018-11-23 |
update website_status FlippedRobots => OK |
| 2018-11-23 |
delete source_ip 66.201.89.19 |
| 2018-11-23 |
insert source_ip 173.192.115.0 |
| 2018-10-14 |
update website_status OK => FlippedRobots |
| 2017-08-14 |
delete president Jeff Buck |
| 2017-08-14 |
delete person Dustin McDonald |
| 2017-08-14 |
update person_title Jeff Buck: President; President of the E.a. Buck Family of Companies => CIO / Wealth Manager; CIO of the E.a. Buck Family of Companies |
| 2017-08-14 |
update person_title katie Buck: Wealth Manager, COO; Wealth Manager => CEO / Wealth Manager |
| 2017-01-19 |
delete person Amy Timas |
| 2016-10-17 |
delete person Jeff Powell |
| 2016-10-17 |
insert about_pages_linkeddomain pacificiworks.com |
| 2016-10-17 |
insert contact_pages_linkeddomain pacificiworks.com |
| 2016-10-17 |
insert index_pages_linkeddomain pacificiworks.com |
| 2016-10-17 |
insert management_pages_linkeddomain pacificiworks.com |
| 2016-10-17 |
insert service_pages_linkeddomain pacificiworks.com |
| 2016-10-17 |
update person_title Alvin Abe: the E.a. Buck Family of Companies in 1987 As a Wealth Manager; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => the E.a. Buck Family of Companies in 1987 As a Wealth Manager; Wealth Manager |
| 2016-10-17 |
update person_title Amy Timas: Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ); Wealth Manager and CERTIFIED FINANCIAL PLANNER => Wealth Manager; Wealth Manager and CERTIFIED FINANCIAL PLANNER |
| 2016-10-17 |
update person_title Dustin McDonald: Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager |
| 2016-10-17 |
update person_title Ed Buck: Founder; President; Founder Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => Founder - Wealth Manager; Founder; President |
| 2016-10-17 |
update person_title Jeff Buck: President Accredited Investment Fiduciary® ( AIF® ); President => President; President of the E.a. Buck Family of Companies |
| 2016-10-17 |
update person_title Lorin Chun: Wealth Manager; Wealth Manager at the E.a. Buck Family of Companies; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => Wealth Manager; Wealth Manager at the E.a. Buck Family of Companies |
| 2016-10-17 |
update person_title Scott Tusa: Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager |
| 2016-10-17 |
update person_title Sean Hite: Wealth Manager; Wealth Manager at E.a. Buck Company; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => Wealth Manager; Wealth Manager at E.a. Buck Company |
| 2016-10-17 |
update person_title katie Buck: Wealth Manager => Wealth Manager, COO; Wealth Manager |
| 2016-06-20 |
update person_title Alvin Abe: the E.a. Buck Family of Companies in 1987 As a Wealth Manager; Wealth Manager => the E.a. Buck Family of Companies in 1987 As a Wealth Manager; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Amy Timas: Wealth Manager; Wealth Manager and CERTIFIED FINANCIAL PLANNER => Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ); Wealth Manager and CERTIFIED FINANCIAL PLANNER |
| 2016-06-20 |
update person_title Dustin McDonald: Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager => Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Ed Buck: Founder - Wealth Manager; Founder; President => Founder; President; Founder Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Jeff Buck: President => President Accredited Investment Fiduciary® ( AIF® ); President |
| 2016-06-20 |
update person_title Jeff Powell: Wealth Manager => Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Katie Buck: Wealth Manager, COO; Wealth Manager => Wealth Manager |
| 2016-06-20 |
update person_title Lorin Chun: Wealth Manager; Wealth Manager at the E.a. Buck Family of Companies => Wealth Manager; Wealth Manager at the E.a. Buck Family of Companies; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Scott Tusa: Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager => Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Sean Hite: Wealth Manager; Wealth Manager at E.a. Buck Company => Wealth Manager; Wealth Manager at E.a. Buck Company; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-04-06 |
insert about_pages_linkeddomain finra.org |
| 2016-04-06 |
insert contact_pages_linkeddomain finra.org |
| 2016-04-06 |
insert index_pages_linkeddomain finra.org |
| 2016-04-06 |
insert management_pages_linkeddomain finra.org |
| 2016-04-06 |
insert service_pages_linkeddomain finra.org |
| 2016-02-18 |
delete vp Jeff Buck |
| 2016-02-18 |
insert president Jeff Buck |
| 2016-02-18 |
delete alias The E.A. Buck Company |
| 2016-02-18 |
delete person Francis Phillips |
| 2016-02-18 |
insert person Dustin McDonald |
| 2016-02-18 |
update person_title Jeff Buck: Vice - President; Wealth Manager => President |
| 2015-07-26 |
update person_title Sean Hite: Staff Member => Wealth Manager; Wealth Manager at E.a. Buck Company |
| 2014-11-30 |
insert general_emails in..@business.com |
| 2014-11-30 |
delete alias E.A. Buck Co., Inc. |
| 2014-11-30 |
delete index_pages_linkeddomain finra.org |
| 2014-11-30 |
delete index_pages_linkeddomain sipc.org |
| 2014-11-30 |
insert address 55 Merchant Street, Suite 1880, Honolulu, HI, 96813, USA |
| 2014-11-30 |
insert email in..@business.com |
| 2014-03-18 |
delete source_ip 205.178.136.16 |
| 2014-03-18 |
insert source_ip 66.201.89.19 |
| 2013-11-20 |
update website_status FlippedRobots => OK |
| 2013-11-18 |
update website_status OK => FlippedRobots |
| 2013-08-20 |
delete founder Ed Buck |
| 2013-08-20 |
insert address 55 Merchant Street, Suite 1880
Honolulu, HI 9681 |
| 2013-08-20 |
update person_description Ed Buck => Ed Buck |
| 2013-08-20 |
update person_title Ed Buck: Founder => Founder - Wealth Manager |