| Date | Description |
|---|
| 2023-08-18 |
delete source_ip 35.209.220.152 |
| 2023-08-18 |
insert source_ip 34.174.150.247 |
| 2022-08-20 |
delete address 25 Burlington Mall Road
Suite 307
Burlington, MA 01803 |
| 2022-08-20 |
insert address 25 Burlington Mall Road
Suite 404
Burlington, MA 01803 |
| 2022-08-20 |
update primary_contact 25 Burlington Mall Road
Suite 307
Burlington, MA 01803 => 25 Burlington Mall Road
Suite 404
Burlington, MA 01803 |
| 2022-04-18 |
update person_title Robert D. McCauley: Chief Financial Officer => Chief Financial Officer; Chief Compliance Officer |
| 2021-01-20 |
delete address 255 East Brown Street
Suite 101
Birmingham, MI48009 |
| 2021-01-20 |
delete fax (248) 283-2524 |
| 2021-01-20 |
delete partner Envestnet |
| 2021-01-20 |
delete partner Wilshire Associates |
| 2021-01-20 |
delete phone (248) 283-2520 |
| 2021-01-20 |
insert partner Addepar |
| 2020-07-10 |
delete person Adam R. Hull |
| 2020-07-10 |
delete person Andrew Reinking |
| 2020-07-10 |
delete person Christopher S. Jensen |
| 2020-07-10 |
delete person Hugh P. Maginnis |
| 2020-07-10 |
delete person Jason A. McGinty |
| 2020-07-10 |
delete person Sharon Figaro |
| 2020-07-10 |
update website_status NoTargetPages => OK |
| 2020-06-03 |
update website_status OK => NoTargetPages |
| 2020-05-04 |
delete otherexecutives Jason A. McGinty |
| 2020-05-04 |
delete address 7509 Manchaca Road
Building One, Suite 101
Austin, TX 78745 |
| 2020-05-04 |
delete fax (781) 273-0333 |
| 2020-05-04 |
delete partner Callan Associates |
| 2020-05-04 |
delete partner Dynasty Financial Partners |
| 2020-05-04 |
delete partner TD Ameritrade Institutional |
| 2020-05-04 |
update person_title Jason A. McGinty: Senior Portfolio Manager; Founding Partner; Member of the Investment Committee; Partner => Senior Portfolio Manager; Partner |
| 2020-04-04 |
delete source_ip 184.154.160.246 |
| 2020-04-04 |
insert source_ip 35.209.220.152 |
| 2019-04-03 |
delete source_ip 72.47.244.95 |
| 2019-04-03 |
insert source_ip 184.154.160.246 |
| 2019-01-16 |
update person_description Ben Zimmer => Ben Zimmer |
| 2017-12-30 |
update person_description Mariann C. Dube => Mariann C. Dube |
| 2017-10-07 |
update website_status FlippedRobots => OK |
| 2017-09-26 |
update website_status OK => FlippedRobots |
| 2017-07-11 |
update website_status FlippedRobots => OK |
| 2017-07-04 |
update website_status OK => FlippedRobots |
| 2017-03-15 |
delete address 5900 Southwest Parkway
Suite 500
Austin, TX 78735 |
| 2017-03-15 |
delete person Andrew Rienking |
| 2017-03-15 |
delete phone (512) 327-6000 |
| 2017-03-15 |
insert address 7509 Manchaca Road
Building One, Suite 101
Austin, TX 78745 |
| 2017-03-15 |
insert fax (781) 273-0333 |
| 2017-03-15 |
update primary_contact 5900 Southwest Parkway
Suite 500
Austin, TX 78735 => 7509 Manchaca Road
Building One, Suite 101
Austin, TX 78745 |
| 2016-10-31 |
delete source_ip 67.134.217.247 |
| 2016-10-31 |
insert source_ip 72.47.244.95 |
| 2016-10-31 |
update robots_txt_status www.rpgfamilywealthadvisory.com: 404 => 200 |
| 2016-10-31 |
update website_status FlippedRobots => OK |
| 2016-10-23 |
update website_status OK => FlippedRobots |
| 2016-08-28 |
insert index_pages_linkeddomain finra.org |
| 2016-08-28 |
insert management_pages_linkeddomain finra.org |
| 2016-07-31 |
delete address 150 S. Wacker Drive
Suite 1700
Chicago, IL 60606 |
| 2016-04-29 |
insert person Jason A. McGinty |
| 2016-02-12 |
delete person Mitche Our |
| 2016-01-14 |
delete person Andrew Reinking |
| 2016-01-14 |
insert person Andrew Rienking |
| 2016-01-14 |
insert person Mitche Our |
| 2015-07-14 |
delete coo Christopher S. Jensen |
| 2015-07-14 |
delete managingdirector Hugh P. Maginnis |
| 2015-07-14 |
insert cfo Robert D. McCauley |
| 2015-07-14 |
insert otherexecutives Brandon Lamb |
| 2015-07-14 |
delete phone (866) 726-5150 |
| 2015-07-14 |
delete phone 312.431.3638 |
| 2015-07-14 |
insert person Andrew Reinking |
| 2015-07-14 |
insert person Brandon Lamb |
| 2015-07-14 |
update person_description Adam R. Hull => Adam R. Hull |
| 2015-07-14 |
update person_description Christopher S. Jensen => Christopher S. Jensen |
| 2015-07-14 |
update person_description Mariann C. Dube => Mariann C. Dube |
| 2015-07-14 |
update person_description Sharon Figaro => Sharon Figaro |
| 2015-07-14 |
update person_title Christopher S. Jensen: Chief Operating Officer; Member of the EXECUTIVES Team; Partner => in 2010 As a Founding Partner; Founding Partner; Member of the EXECUTIVES Team |
| 2015-07-14 |
update person_title David M. Gatti: Chief Investment Officer; Member of the EXECUTIVES Team; Partner; Chief Executive Officer => in 2011 As Chief Executive Officer, Chief Investment Officer; Founding Partner; Chief Investment Officer; Member of the EXECUTIVES Team; Chief Executive Officer |
| 2015-07-14 |
update person_title Hugh P. Maginnis: ADVISOR; Managing Director; Partner => ADVISOR; Partner |
| 2015-07-14 |
update person_title Mariann C. Dube: Director of Administration => Chief Administrative Officer |
| 2015-07-14 |
update person_title Robert D. McCauley: Director of Accounting & Technology; Member of the EXECUTIVES Team => Chief Financial Officer; Member of the EXECUTIVES Team |
| 2015-06-15 |
insert person Deborah B. Friend |
| 2015-06-15 |
insert person John X. Donabedian |
| 2015-06-15 |
insert person Mitchell A. Goldfeld, II |
| 2015-06-15 |
insert person William T. Eaton, II |
| 2014-07-04 |
delete person Corinne Moccia-Cunha |
| 2014-07-04 |
delete person Donald P. Brusca |
| 2014-07-04 |
delete person J. Brett Valde |
| 2014-07-04 |
delete person Stacy Bazylinski |
| 2014-07-04 |
delete person Travis A.Tucker |
| 2014-05-24 |
delete index_pages_linkeddomain financialcontent.com |