| Date | Description |
|---|
| 2024-11-29 |
insert about_pages_linkeddomain sec.gov |
| 2024-11-29 |
insert index_pages_linkeddomain sec.gov |
| 2024-11-29 |
insert management_pages_linkeddomain sec.gov |
| 2021-09-16 |
insert person Adriana Elwood |
| 2021-07-03 |
delete alias Legacy Asset Securities, Inc. |
| 2021-07-03 |
delete person Cody Garrett |
| 2021-02-02 |
delete source_ip 104.31.94.144 |
| 2021-02-02 |
delete source_ip 104.31.95.144 |
| 2021-02-02 |
insert source_ip 104.21.9.245 |
| 2021-02-02 |
update person_description Cody Garrett => Cody Garrett |
| 2021-02-02 |
update person_title Cody Garrett: Registered Investment Advisor Representative; Comprehensive Financial Planner => Registered Investment Advisor Representative |
| 2020-07-13 |
delete person Carole Hughes |
| 2020-07-13 |
delete person Christi Allen |
| 2020-07-13 |
delete person Elizabeth Clare |
| 2020-07-13 |
update person_title Cody Garrett: Registered Investment Advisor Representative; Financial Planner => Registered Investment Advisor Representative; Comprehensive Financial Planner |
| 2020-06-05 |
delete source_ip 45.33.88.250 |
| 2020-06-05 |
insert source_ip 172.67.189.211 |
| 2020-06-05 |
insert source_ip 104.31.94.144 |
| 2020-06-05 |
insert source_ip 104.31.95.144 |
| 2020-05-06 |
delete index_pages_linkeddomain financialadvisoriq.com |
| 2020-05-06 |
delete index_pages_linkeddomain ft.com |
| 2020-05-06 |
delete index_pages_linkeddomain letsmakeaplan.org |
| 2020-05-06 |
delete index_pages_linkeddomain periwinklefoundation.org |
| 2020-05-06 |
insert management_pages_linkeddomain letsmakeaplan.org |
| 2020-03-06 |
update person_title Cody Garrett: Associate Financial Planner => Registered Investment Advisor Representative; Financial Planner |
| 2019-12-05 |
delete index_pages_linkeddomain bizjournals.com |
| 2019-11-05 |
delete person Christi Lynn |
| 2019-11-05 |
insert person Christi Allen |
| 2019-10-06 |
delete index_pages_linkeddomain avda-tx.org |
| 2019-10-06 |
delete index_pages_linkeddomain facebook.com |
| 2019-10-06 |
delete index_pages_linkeddomain investopedia.com |
| 2019-10-06 |
delete index_pages_linkeddomain libsyn.com |
| 2019-10-06 |
delete index_pages_linkeddomain mainstreet.com |
| 2019-10-06 |
delete index_pages_linkeddomain thinkadvisor.com |
| 2019-10-06 |
delete index_pages_linkeddomain voyagehouston.com |
| 2019-10-06 |
delete person Cristina L. Steele |
| 2019-10-06 |
delete person Cynthia Gonzales |
| 2019-10-06 |
delete person Dennis Hamblin |
| 2019-10-06 |
delete person Jillian Nel |
| 2019-10-06 |
update person_description Cody Garrett => Cody Garrett |
| 2019-10-06 |
update person_title Cody Garrett: Client Service Representative => Associate Financial Planner |
| 2019-06-06 |
insert index_pages_linkeddomain financialadvisoriq.com |
| 2019-04-06 |
insert index_pages_linkeddomain libsyn.com |
| 2018-12-21 |
insert about_pages_linkeddomain letsmakeaplan.org |
| 2018-12-21 |
insert contact_pages_linkeddomain letsmakeaplan.org |
| 2018-12-21 |
insert index_pages_linkeddomain avda-tx.org |
| 2018-12-21 |
insert index_pages_linkeddomain letsmakeaplan.org |
| 2018-12-21 |
insert index_pages_linkeddomain periwinklefoundation.org |
| 2018-12-21 |
insert index_pages_linkeddomain voyagehouston.com |
| 2018-12-21 |
insert person Carole Hughes |
| 2018-12-21 |
insert person Cody Garrett |
| 2018-10-28 |
delete coo Nicole Ventura |
| 2018-10-28 |
delete person Nicole Ventura |
| 2018-08-19 |
insert index_pages_linkeddomain bizjournals.com |
| 2018-08-19 |
insert index_pages_linkeddomain ft.com |
| 2018-04-04 |
delete email aj..@legacyasset.com |
| 2018-04-04 |
delete email cb..@legacyasset.com |
| 2018-04-04 |
delete email cg..@legacyasset.com |
| 2018-04-04 |
delete email cs..@legacyasset.com |
| 2018-04-04 |
delete email dh..@legacyasset.com |
| 2018-04-04 |
delete email ep..@legacyasset.com |
| 2018-04-04 |
delete email jb..@legacyasset.com |
| 2018-04-04 |
delete email jn..@legacyasset.com |
| 2018-04-04 |
delete email nv..@legacyasset.com |
| 2018-04-04 |
delete email rk..@legacyasset.com |
| 2018-04-04 |
insert alias Legacy Asset Securities, Inc. |
| 2018-02-17 |
delete person Christi B. Retirement Plan |
| 2018-02-17 |
delete person Cynthia Garcia |
| 2018-02-17 |
delete person Elizabeth Prudhomme |
| 2018-02-17 |
insert email aj..@legacyasset.com |
| 2018-02-17 |
insert email cb..@legacyasset.com |
| 2018-02-17 |
insert email cg..@legacyasset.com |
| 2018-02-17 |
insert email cs..@legacyasset.com |
| 2018-02-17 |
insert email dh..@legacyasset.com |
| 2018-02-17 |
insert email ep..@legacyasset.com |
| 2018-02-17 |
insert email jb..@legacyasset.com |
| 2018-02-17 |
insert email jn..@legacyasset.com |
| 2018-02-17 |
insert email nv..@legacyasset.com |
| 2018-02-17 |
insert email rk..@legacyasset.com |
| 2018-02-17 |
insert index_pages_linkeddomain facebook.com |
| 2018-02-17 |
insert index_pages_linkeddomain investopedia.com |
| 2018-02-17 |
insert person Cynthia Gonzales |
| 2018-02-17 |
insert phone 713-355-7171 |
| 2018-02-17 |
update person_title Cristina L. Steele: Registered ParaPlanner => Financial ParaPlanner Qualified Professional TM |
| 2018-02-17 |
update person_title Jillian Nel: CFP®, CDFA, Director of Financial Planning; Financial Analyst; Financial Planner; CERTIFIED FINANCIAL PLANNER™ Professional ( CFP® ) and a Certified Divorce Financial Analyst; CERTIFIED FINANCIAL PLANNER => CFP®, CDFA, Principal |
| 2018-01-04 |
delete person Julie Faas |
| 2018-01-04 |
delete person Michelle Howard |
| 2018-01-04 |
delete person Scott Jackson |
| 2018-01-04 |
insert person Christi Lynn |
| 2018-01-04 |
insert person Elizabeth Clare |
| 2017-12-06 |
insert person Angela Joyeux |
| 2017-12-06 |
insert person Cynthia Garcia |
| 2017-12-06 |
insert person Elizabeth Prudhomme |
| 2017-09-28 |
delete index_pages_linkeddomain lifehealthpro.com |
| 2017-09-28 |
insert index_pages_linkeddomain thinkadvisor.com |
| 2017-08-13 |
insert coo Nicole Ventura |
| 2017-08-13 |
update person_description Jillian Nel => Jillian Nel |
| 2017-08-13 |
update person_title Jillian Nel: Financial Analyst; Financial Planner; CERTIFIED FINANCIAL PLANNER => CFP®, CDFA, Director of Financial Planning; Financial Analyst; Financial Planner; CERTIFIED FINANCIAL PLANNER™ Professional ( CFP® ) and a Certified Divorce Financial Analyst; CERTIFIED FINANCIAL PLANNER |
| 2017-08-13 |
update person_title Nicole Ventura: Operations Manager => Director of Operations; Operations Manager |
| 2017-04-29 |
delete source_ip 50.116.52.18 |
| 2017-04-29 |
insert person Christi B. Retirement Plan |
| 2017-04-29 |
insert person Michelle Howard |
| 2017-04-29 |
insert source_ip 45.33.88.250 |
| 2016-10-10 |
update person_description Jillian Nel => Jillian Nel |
| 2016-10-10 |
update person_title Jillian Nel: Financial Planner => Financial Analyst; Financial Planner; CERTIFIED FINANCIAL PLANNER |
| 2016-08-15 |
delete person Debra Coole |
| 2016-08-15 |
delete person Janet Mascio |
| 2016-06-12 |
delete person Ashley Foreman |
| 2016-06-12 |
insert address Houston Technology Center Gala 2016 |
| 2016-06-12 |
update primary_contact null => Houston Technology Center Gala 2016 |
| 2016-04-02 |
insert person Debra Coole |
| 2016-04-02 |
insert person Julie Faas |
| 2016-04-02 |
update person_description Nicole Ventura => Nicole Ventura |
| 2016-04-02 |
update person_description Richard Kaplan => Richard Kaplan |
| 2016-04-02 |
update person_title Jillian Nel: Financial Analyst; CERTIFIED FINANCIAL PLANNER; CFP, CDFA, Financial Planner => CFP, CDFA, Financial Planner |
| 2016-04-02 |
update person_title Nicole Ventura: Client Service Representative => Operations Manager |
| 2015-08-12 |
delete index_pages_linkeddomain bankrate.com |
| 2015-08-12 |
delete index_pages_linkeddomain bizjournals.com |
| 2015-08-12 |
delete index_pages_linkeddomain boomermarketadvisor.com |
| 2015-08-12 |
delete index_pages_linkeddomain cnbc.com |
| 2015-08-12 |
delete index_pages_linkeddomain fa-mag.com |
| 2015-08-12 |
delete index_pages_linkeddomain fissionwebsystem.com |
| 2015-08-12 |
delete index_pages_linkeddomain nytimes.com |
| 2015-08-12 |
delete source_ip 66.175.210.191 |
| 2015-08-12 |
insert index_pages_linkeddomain abc13.com |
| 2015-08-12 |
insert index_pages_linkeddomain emaplan.com |
| 2015-08-12 |
insert index_pages_linkeddomain lifehealthpro.com |
| 2015-08-12 |
insert index_pages_linkeddomain mainstreet.com |
| 2015-08-12 |
insert source_ip 50.116.52.18 |
| 2014-10-07 |
insert about_pages_linkeddomain schwab.com |
| 2014-10-07 |
insert client_pages_linkeddomain emaplan.com |
| 2014-10-07 |
insert client_pages_linkeddomain schwab.com |
| 2014-10-07 |
insert contact_pages_linkeddomain schwab.com |
| 2014-10-07 |
insert index_pages_linkeddomain schwab.com |
| 2014-10-07 |
insert management_pages_linkeddomain schwab.com |
| 2014-10-07 |
insert service_pages_linkeddomain schwab.com |
| 2014-04-02 |
delete address 3411 Richmond Avenue, Suite 750
Houston, TX 77056 |
| 2014-04-02 |
delete person Cathy Darrell |
| 2014-04-02 |
insert address 3411 Richmond Avenue, Suite 750
Houston, TX 77046 |
| 2014-04-02 |
update primary_contact 3411 Richmond Avenue, Suite 750
Houston, TX 77056 => 3411 Richmond Avenue, Suite 750
Houston, TX 77046 |
| 2014-01-06 |
delete person ANN SANDBERG |
| 2014-01-06 |
delete person ANNETTE RYBISKI |
| 2014-01-06 |
insert person Cathy Darrell |
| 2014-01-06 |
insert person Nicole Ventura |
| 2013-08-15 |
delete address 1800 West Loop South, Suite 1790
Houston, TX 77027 |
| 2013-08-15 |
delete source_ip 173.0.224.120 |
| 2013-08-15 |
insert address 3411 Richmond Avenue, Suite 750
Houston, TX 77056 |
| 2013-08-15 |
insert source_ip 66.175.210.191 |
| 2013-08-15 |
update primary_contact 1800 West Loop South, Suite 1790
Houston, TX 77027 => 3411 Richmond Avenue, Suite 750
Houston, TX 77056 |