| Date | Description |
|---|
| 2024-03-20 |
delete source_ip 23.96.96.142 |
| 2024-03-20 |
insert source_ip 23.96.96.218 |
| 2023-08-01 |
delete person Jerome Clement |
| 2022-11-05 |
update person_title Daniel O'Neill: Director of Transition Services; in 2011 As a Conversion Specialist => VP - Director of Transition Services; in 2011 As a Conversion Specialist |
| 2021-12-10 |
insert cfo Tracey Bohley |
| 2021-12-10 |
insert president Katherine (Kathy) Flouton |
| 2021-12-10 |
insert president Katherine M. Flouton |
| 2021-12-10 |
insert person Katherine (Kathy) Flouton |
| 2021-12-10 |
insert person Katherine M. Flouton |
| 2021-12-10 |
update person_title Tracey Bohley: Assistant Controller; Assistant Director of Operations => Assistant Director of Operations; Chief Financial Officer |
| 2021-06-12 |
delete cfo Michelle M. Pendergast |
| 2021-06-12 |
delete chiefriskofficer Michael Carrillo |
| 2021-06-12 |
delete coo Katherine M. Flouton |
| 2021-06-12 |
delete otherexecutives Lisa LaFond |
| 2021-06-12 |
delete associated_investor Fidelity Capital |
| 2021-06-12 |
delete person Benjamin Zarzycki |
| 2021-06-12 |
delete person Desmond Gordon |
| 2021-06-12 |
delete person Katherine M. Flouton |
| 2021-06-12 |
delete person Lisa LaFond |
| 2021-06-12 |
delete person Michael Carrillo |
| 2021-06-12 |
delete person Michelle M. Pendergast |
| 2021-06-12 |
delete person Peter Sheehan |
| 2020-10-02 |
delete otherexecutives Jeremy R. Ward |
| 2020-10-02 |
delete person Jeremy R. Ward |
| 2020-10-02 |
delete person Robert Bush Jr. |
| 2020-07-26 |
delete address 18 Corporate Woods Boulevard
Albany, New York 12211 |
| 2020-07-26 |
insert address 80 State Street
Albany, NY 12207 |
| 2020-07-26 |
update primary_contact 18 Corporate Woods Boulevard
Albany, New York 12211 => 80 State Street
Albany, NY 12207 |
| 2019-11-23 |
insert otherexecutives Lisa LaFond |
| 2019-11-23 |
update person_description Lisa LaFond => Lisa LaFond |
| 2019-11-23 |
update person_title Lisa LaFond: in 2004 As an Assistant Compliance Officer; Deputy Legal Officer; Member of the Management Team => in 2004 As an Assistant Compliance Officer; Chief Governance Officer; Member of the Management Team |
| 2019-04-17 |
insert coo Doug Keenholts |
| 2019-04-17 |
insert otherexecutives Jeremy R. Ward |
| 2019-04-17 |
insert vp Doug Keenholts |
| 2019-04-17 |
insert person Doug Keenholts |
| 2019-04-17 |
insert person Timothy Linehan |
| 2019-04-17 |
update person_description Katherine M. Flouton => Katherine M. Flouton |
| 2019-04-17 |
update person_title Jeremy R. Ward: Director of Operations for PKS Financial Services, Inc; Member of the EXECUTIVE MANAGEMENT Team => Director of Business Development; Member of the EXECUTIVE MANAGEMENT Team |
| 2019-04-17 |
update person_title Katherine M. Flouton: Member of the MANAGEMENT TEAM; Chief Operating Officer and Director of Supervision; COO => Chief Operating Officer; Member of the MANAGEMENT TEAM |
| 2019-03-04 |
delete coo Michael Carrillo |
| 2019-03-04 |
insert chiefriskofficer Michael Carrillo |
| 2019-03-04 |
delete email pk..@pksinvest.com |
| 2019-03-04 |
delete person Mary E. Sheehan |
| 2019-03-04 |
insert person Benjamin Zarzycki |
| 2019-03-04 |
insert person Daniel O'Neill |
| 2019-03-04 |
insert person Jason W. Day |
| 2019-03-04 |
insert person Robert Bush Jr. |
| 2019-03-04 |
insert person Tracey Bohley |
| 2019-03-04 |
update person_description Desmond Gordon => Desmond Gordon |
| 2019-03-04 |
update person_description Lisa LaFond => Lisa LaFond |
| 2019-03-04 |
update person_description Michael Carrillo => Michael Carrillo |
| 2019-03-04 |
update person_title Jeremy R. Ward: Director of Business Development for PKS Financial Services, Inc; Member of the EXECUTIVE MANAGEMENT Team => Director of Operations for PKS Financial Services, Inc; Member of the EXECUTIVE MANAGEMENT Team |
| 2019-03-04 |
update person_title Lisa LaFond: in 2004 As an Assistant Compliance Officer; Chief Compliance Officer => in 2004 As an Assistant Compliance Officer; Deputy Legal Officer |
| 2019-03-04 |
update person_title Michael Carrillo: Director of Operations => Chief Risk Officer |
| 2018-10-04 |
delete cio Mike Gregware |
| 2018-10-04 |
delete general_emails in..@pksinvest.com |
| 2018-10-04 |
delete email in..@pksinvest.com |
| 2018-10-04 |
delete person Mike Gregware |
| 2018-10-04 |
insert email pk..@pksinvest.com |
| 2018-08-31 |
update robots_txt_status www.pksinvest.com: 404 => 200 |
| 2018-05-30 |
insert person Jerome Clement |
| 2018-02-21 |
delete person Brenda Evans |
| 2017-12-14 |
delete associated_investor Wellspring Capital Management |
| 2017-06-14 |
delete otherexecutives Lisa Evans |
| 2017-06-14 |
insert otherexecutives Lisa LaFond |
| 2017-06-14 |
delete person Lisa Evans |
| 2017-06-14 |
insert person Lisa LaFond |
| 2017-05-13 |
delete email bs..@pksinvest.com |
| 2017-05-13 |
delete person Don Childs |
| 2016-06-05 |
insert about_pages_linkeddomain finra.org |
| 2016-06-05 |
insert career_pages_linkeddomain finra.org |
| 2016-06-05 |
insert contact_pages_linkeddomain finra.org |
| 2016-06-05 |
insert index_pages_linkeddomain finra.org |
| 2016-06-05 |
insert management_pages_linkeddomain finra.org |
| 2016-06-05 |
insert partner_pages_linkeddomain finra.org |
| 2016-06-05 |
insert product_pages_linkeddomain finra.org |
| 2016-06-05 |
insert service_pages_linkeddomain finra.org |
| 2016-01-23 |
delete person Jerome Clement |
| 2016-01-23 |
insert person Jeremy R. Ward |
| 2016-01-23 |
update person_description Brenda Evans => Brenda Evans |
| 2016-01-23 |
update person_title Brenda Evans: Vice President, Director of Business Development for PKS Financial Services, Inc => EXECUTIVE MANAGEMENT |
| 2015-05-27 |
update person_title Don Childs: Enterprise Architect / Lead Developer / DBA => Director of Development / Database Administrator / ADLC Manager |
| 2014-05-25 |
delete source_ip 50.57.102.32 |
| 2014-05-25 |
insert source_ip 23.96.96.142 |
| 2013-05-14 |
update website_status DomainNotFound => OK |
| 2013-04-30 |
update website_status OK => DomainNotFound |