| Date | Description |
|---|
| 2024-03-25 |
insert person Allie Specht |
| 2023-09-09 |
delete about_pages_linkeddomain g.page |
| 2023-09-09 |
delete address 8880 Rio San Diego Dr Suite 1150
San Diego, California 92108 |
| 2023-09-09 |
delete address 8880 Rio San Diego Drive, Suite 1150
San Diego, CA 92108 |
| 2023-09-09 |
delete casestudy_pages_linkeddomain g.page |
| 2023-09-09 |
delete contact_pages_linkeddomain g.page |
| 2023-09-09 |
delete index_pages_linkeddomain g.page |
| 2023-09-09 |
delete management_pages_linkeddomain g.page |
| 2023-09-09 |
delete service_pages_linkeddomain g.page |
| 2023-09-09 |
insert about_pages_linkeddomain goo.gl |
| 2023-09-09 |
insert address 6265 Greenwich Drive #201
San Diego, CA 92122 |
| 2023-09-09 |
insert casestudy_pages_linkeddomain goo.gl |
| 2023-09-09 |
insert contact_pages_linkeddomain goo.gl |
| 2023-09-09 |
insert index_pages_linkeddomain goo.gl |
| 2023-09-09 |
insert management_pages_linkeddomain goo.gl |
| 2023-09-09 |
insert service_pages_linkeddomain goo.gl |
| 2023-09-09 |
update primary_contact 8880 Rio San Diego Dr Suite 1150
San Diego, California 92108 => 6265 Greenwich Drive #201
San Diego, CA 92122 |
| 2023-07-05 |
insert person Alana Hall |
| 2023-03-18 |
delete person Sheila Hoopes |
| 2022-10-11 |
delete about_pages_linkeddomain goo.gl |
| 2022-10-11 |
delete contact_pages_linkeddomain goo.gl |
| 2022-10-11 |
delete index_pages_linkeddomain goo.gl |
| 2022-10-11 |
delete management_pages_linkeddomain goo.gl |
| 2022-10-11 |
delete service_pages_linkeddomain goo.gl |
| 2022-10-11 |
insert about_pages_linkeddomain g.page |
| 2022-10-11 |
insert contact_pages_linkeddomain g.page |
| 2022-10-11 |
insert index_pages_linkeddomain g.page |
| 2022-10-11 |
insert management_pages_linkeddomain g.page |
| 2022-10-11 |
insert service_pages_linkeddomain g.page |
| 2022-09-10 |
insert person Katie Williford |
| 2022-09-10 |
update person_description Kim Benson => Kim Benson |
| 2022-09-10 |
update person_title Sheila Hoopes: CFP®️ Financial Planning Associate => CFP®️ Advisor |
| 2022-06-09 |
update person_title Sheila Hoopes: Financial Planning Associate; Associate at CCMI => CFP®️ Financial Planning Associate |
| 2022-05-10 |
delete email je..@mycccmi.com |
| 2022-05-10 |
insert email je..@myccmi.com |
| 2022-04-09 |
update person_description Kim Benson => Kim Benson |
| 2022-04-09 |
update person_description Tina Vieregg => Tina Vieregg |
| 2021-12-09 |
insert person Jessica Hurley |
| 2021-12-09 |
update person_title Kim Benson: CFP; CFP®, CPA Advisor => CFP®, CPA Lead Advisor; CFP |
| 2021-08-11 |
insert person Tina Vieregg |
| 2021-07-11 |
insert about_pages_linkeddomain youtube.com |
| 2021-07-11 |
insert contact_pages_linkeddomain youtube.com |
| 2021-07-11 |
insert index_pages_linkeddomain youtube.com |
| 2021-07-11 |
insert management_pages_linkeddomain youtube.com |
| 2021-07-11 |
insert service_pages_linkeddomain youtube.com |
| 2021-01-21 |
update person_description Matt Ryan => Matt Ryan |
| 2020-10-07 |
delete person Katie Williford |
| 2020-07-10 |
delete source_ip 104.199.121.19 |
| 2020-07-10 |
insert source_ip 34.75.184.159 |
| 2019-10-03 |
delete person Sand Diego |
| 2019-10-03 |
insert person Sheila Hoopes |
| 2018-12-13 |
delete about_pages_linkeddomain plus.google.com |
| 2018-12-13 |
delete contact_pages_linkeddomain plus.google.com |
| 2018-12-13 |
delete index_pages_linkeddomain plus.google.com |
| 2018-12-13 |
delete management_pages_linkeddomain plus.google.com |
| 2018-12-13 |
delete service_pages_linkeddomain plus.google.com |
| 2018-12-13 |
insert about_pages_linkeddomain instagram.com |
| 2018-12-13 |
insert contact_pages_linkeddomain instagram.com |
| 2018-12-13 |
insert index_pages_linkeddomain instagram.com |
| 2018-12-13 |
insert management_pages_linkeddomain instagram.com |
| 2018-12-13 |
insert service_pages_linkeddomain instagram.com |
| 2018-07-23 |
update person_title Kim Benson: Financial Planning Associate; Member of the Contact Our Team; CFP; San Diego Financial Planner; CERTIFIED FINANCIAL PLANNER => CFP; San Diego Financial Planner; CFP®, CPA, Financial Planner; CERTIFIED FINANCIAL PLANNER |
| 2017-11-25 |
delete source_ip 192.124.249.3 |
| 2017-11-25 |
insert source_ip 104.199.121.19 |
| 2017-11-25 |
update person_description Kim Benson => Kim Benson |
| 2017-11-25 |
update person_title Kim Benson: Financial Planning Associate; Principal; Member of the Contact Our Team => Financial Planning Associate; Member of the Contact Our Team; CFP; San Diego Financial Planner; CERTIFIED FINANCIAL PLANNER |
| 2017-08-14 |
delete source_ip 208.64.138.191 |
| 2017-08-14 |
insert source_ip 192.124.249.3 |
| 2017-06-10 |
update person_description Kim Benson => Kim Benson |
| 2017-06-10 |
update person_description Monica Larson => Monica Larson |
| 2017-06-10 |
update person_title Katie Williford: Administrative Associate; Member of the Contact Our Team => Member of the Contact Our Team; Administrative Associate; Office Support Coordinator |
| 2017-05-08 |
delete cfo Robert C. Eddy |
| 2017-05-08 |
delete president Margaret F. Eddy |
| 2017-05-08 |
delete alias Creative Capital Management Incorporated |
| 2017-05-08 |
delete email bo..@myccmi.com |
| 2017-05-08 |
delete email fr..@myccmi.com |
| 2017-05-08 |
delete email pe..@myccmi.com |
| 2017-05-08 |
delete person Christin Terrell |
| 2017-05-08 |
delete person Margaret F. Eddy |
| 2017-05-08 |
delete person Robert C. Eddy |
| 2017-05-08 |
insert alias Creative Capital Management Investments LLC |
| 2017-05-08 |
insert email ka..@myccmi.com |
| 2017-05-08 |
insert person Katie Williford |
| 2017-05-08 |
update person_title Matthew Showley: Member of the CCMI Team; Member of the Contact Our Team => Member of the CCMI Team; CFP®, Principal; Member of the Contact Our Team |
| 2016-10-12 |
delete person Jessica Hurley |
| 2016-08-17 |
delete source_ip 208.64.137.232 |
| 2016-08-17 |
insert source_ip 208.64.138.191 |
| 2016-03-09 |
delete email em..@myccmi.com |
| 2016-03-09 |
delete person Emily Hoist Oliver |
| 2016-03-09 |
update person_title Jessica Hurley: Member of the CCMI Team; Member of the Contact Our Team; Marketing Coordinator => Client Services Specialist; Member of the CCMI Team; Member of the Contact Our Team |
| 2016-02-10 |
insert person Christin Terrell |
| 2016-02-10 |
insert person Kim Benson |
| 2016-02-10 |
insert person Matthew Ryan |
| 2015-05-14 |
delete address 8880 Rio San Diego Drive, Suite 1150
San Diego, California 92108 |
| 2015-05-14 |
insert address 8880 Rio San Diego Dr Suite 1150
San Diego, California 92108 |
| 2014-11-27 |
insert about_pages_linkeddomain facebook.com |
| 2014-11-27 |
insert about_pages_linkeddomain linkedin.com |
| 2014-11-27 |
insert about_pages_linkeddomain twitter.com |
| 2014-11-27 |
insert contact_pages_linkeddomain facebook.com |
| 2014-11-27 |
insert contact_pages_linkeddomain linkedin.com |
| 2014-11-27 |
insert contact_pages_linkeddomain twitter.com |
| 2014-11-27 |
insert index_pages_linkeddomain facebook.com |
| 2014-11-27 |
insert index_pages_linkeddomain linkedin.com |
| 2014-11-27 |
insert index_pages_linkeddomain twitter.com |
| 2014-11-27 |
insert management_pages_linkeddomain facebook.com |
| 2014-11-27 |
insert management_pages_linkeddomain linkedin.com |
| 2014-11-27 |
insert management_pages_linkeddomain twitter.com |
| 2014-11-27 |
insert service_pages_linkeddomain facebook.com |
| 2014-11-27 |
insert service_pages_linkeddomain linkedin.com |
| 2014-11-27 |
insert service_pages_linkeddomain twitter.com |
| 2013-10-03 |
insert person Francis Parker Alumni |
| 2013-10-03 |
update person_description Brian W. Matter => Brian Matter |
| 2013-10-03 |
update person_description Jessica Hurley => Jessica Hurley |
| 2013-10-03 |
update person_description Margaret F. Eddy => Margaret F. Eddy |
| 2013-10-03 |
update person_description Matthew B. Showley => Matthew Showley |
| 2013-10-03 |
update person_description Monica Larson => Monica Larson |
| 2013-07-04 |
update person_description Matthew B. Showley => Matthew B. Showley |
| 2013-04-15 |
insert about_pages_linkeddomain youtube.com |
| 2013-04-15 |
insert index_pages_linkeddomain youtube.com |