| Date | Description |
|---|
| 2023-09-17 |
insert otherexecutives Brett Somerville |
| 2023-09-17 |
insert person Brett Somerville |
| 2023-09-17 |
insert person Kasia Butkowska |
| 2023-09-17 |
insert person Manfred Klee |
| 2023-09-17 |
update person_title Christopher Virgili: Client Relationship Administrator / Business Development; Client Relationship Administrator => Client Relationship Administrator |
| 2023-03-26 |
update person_title Monique Friedman: Administrative Coordinator => Accounting & Office Administrator |
| 2023-02-22 |
insert otherexecutives Surdiv Vijayakumar |
| 2023-02-22 |
update person_description Surdiv Vijayakumar => Surdiv Vijayakumar |
| 2023-02-22 |
update person_title Monique Sinmao: Member of the Investment Committee; Portfolio Manager => Senior Portfolio Manager; Member of the Investment Committee |
| 2023-02-22 |
update person_title Surdiv Vijayakumar: Client Relationship Administrator => Trader; Member of the Investment Committee |
| 2023-01-22 |
delete person Gabriel Solis |
| 2023-01-22 |
insert person Christopher Virgili |
| 2023-01-22 |
insert person Douglas Ventura |
| 2023-01-22 |
insert person Monique Friedman |
| 2023-01-22 |
insert person Surdiv Vijayakumar |
| 2023-01-22 |
update person_title Jesús Rivera: Client Relationship Administrator / Business Development; Client Relationship Administrator => Client Relationship Administrator |
| 2022-12-21 |
delete otherexecutives Lauren Lehman |
| 2022-12-21 |
delete person Lauren Lehman |
| 2022-08-15 |
delete about_pages_linkeddomain bdreporting.com |
| 2022-08-15 |
delete contact_pages_linkeddomain bdreporting.com |
| 2022-08-15 |
delete index_pages_linkeddomain bdreporting.com |
| 2022-08-15 |
delete management_pages_linkeddomain bdreporting.com |
| 2022-08-15 |
delete service_pages_linkeddomain bdreporting.com |
| 2022-08-15 |
delete terms_pages_linkeddomain bdreporting.com |
| 2022-04-14 |
insert about_pages_linkeddomain bdreporting.com |
| 2022-04-14 |
insert contact_pages_linkeddomain bdreporting.com |
| 2022-04-14 |
insert index_pages_linkeddomain bdreporting.com |
| 2022-04-14 |
insert management_pages_linkeddomain bdreporting.com |
| 2022-04-14 |
insert service_pages_linkeddomain bdreporting.com |
| 2022-04-14 |
insert terms_pages_linkeddomain bdreporting.com |
| 2022-03-15 |
update person_title Jesús Rivera: Client Relations Administrator; Client Relations Administrator / Business Development => Client Relationship Administrator / Business Development; Client Relationship Administrator |
| 2022-03-15 |
update person_title Kyle Whelan: Technology and Cybersecurity Analyst => Senior Manager, Technology and Cybersecurity |
| 2021-07-31 |
delete otherexecutives Sandra Amaguaña |
| 2021-07-31 |
delete person Sandra Amaguaña |
| 2021-05-29 |
update person_title Gabriel Solis: Client Relations Administrator => Client Relationship Administrator |
| 2021-04-12 |
delete person Susan Kantor-Tupp |
| 2021-04-12 |
delete person Vasilis Serpanos |
| 2021-04-12 |
update person_description Sergio Contijoch => Sergio Contijoch |
| 2021-04-12 |
update person_title Sergio Contijoch: Client Relations Administrator => Client Relationship Manager |
| 2021-01-17 |
delete person Colette Zongo |
| 2020-10-03 |
insert person Jesús Rivera |
| 2020-10-03 |
update person_title Vasilis Serpanos: Client Relations Administrator; Client Relations Administrator / Business Development => Client Relations Administrator |
| 2020-06-26 |
delete person Carlos Diaz |
| 2020-06-26 |
delete person Sebastian Fuentes |
| 2020-06-26 |
update person_title Moisés Abascal Carrasco: Client Relations Administrator => Client Relationship Manager |
| 2020-06-26 |
update person_title Sergio Contijoch: Client Relations Administrator; Client Relations Administrator / Business Development => Client Relations Administrator |
| 2020-06-26 |
update person_title Vasilis Serpanos: Client Relations Administrator => Client Relations Administrator; Client Relations Administrator / Business Development |
| 2019-12-24 |
update website_status Disallowed => OK |
| 2019-12-24 |
delete source_ip 50.59.102.45 |
| 2019-12-24 |
insert source_ip 162.243.175.148 |
| 2019-02-27 |
update website_status FlippedRobots => Disallowed |
| 2019-01-30 |
update website_status OK => FlippedRobots |
| 2018-08-31 |
delete source_ip 74.213.145.106 |
| 2018-08-31 |
insert source_ip 50.59.102.45 |
| 2018-06-03 |
delete person Eran Goudes |
| 2018-03-02 |
insert cfo Barbara Karwoski |
| 2018-03-02 |
update person_title Barbara Karwoski: Controller; Administration => Administration; Chief Financial Officer |
| 2018-03-02 |
update person_title Colette Zongo: Staff Accountant => Senior Accountant |
| 2018-03-02 |
update person_title Jeffrey Lewis: Records Management Program Manager => Information Governance Manager |
| 2018-03-02 |
update person_title Sergio Contijoch: Administrative Assistant => Administrative Coordinator |
| 2017-12-16 |
insert person Sergio Contijoch |
| 2017-08-26 |
delete person Olivia Ramirez |
| 2017-07-01 |
insert person Gabriel Solis |
| 2017-05-15 |
insert otherexecutives Elizabeth Sandler |
| 2017-05-15 |
insert otherexecutives Frances J. Odinec |
| 2017-05-15 |
insert treasurer Elizabeth Sandler |
| 2017-05-15 |
insert person Elizabeth Sandler |
| 2017-05-15 |
insert person Frances J. Odinec |
| 2017-05-15 |
update person_title Karin Schultz: Senior Investment Analyst / Portfolio Manager => Investment Analyst; Senior Portfolio Manager; Senior Investment Analyst / Portfolio Manager |
| 2017-05-15 |
update person_title Rahm Dvir: Senior Investment Analyst / Portfolio Manager => Investment Analyst; Senior Portfolio Manager; Senior Investment Analyst / Portfolio Manager |
| 2017-01-27 |
insert person Olivia Ramirez |
| 2016-10-29 |
insert person Colette Zongo |
| 2016-09-03 |
delete coo Cynthia La Rue |
| 2016-09-03 |
delete person Cynthia La Rue |
| 2016-08-06 |
delete person Barbara Peck |
| 2016-08-06 |
insert person Barbara Karwoski |
| 2016-07-09 |
delete person Daniel Portocarrero |
| 2015-09-26 |
insert person Gabriel Hernandez |
| 2015-05-29 |
update person_description Ashley Staten => Ashley Staten |
| 2015-05-29 |
update person_description Cynthia La Rue => Cynthia La Rue |
| 2015-05-29 |
update person_description Leigh Ann Aultice => Leigh Ann Aultice |
| 2015-05-29 |
update person_description Mr. Samuel Sandler => Mr. Samuel Sandler |
| 2015-05-29 |
update person_description Sandra G. Horne => Sandra G. Horne |
| 2015-05-01 |
delete person Allison Koehler |
| 2015-03-06 |
update person_title Ashley Staten: Account Administration & Client Reporting => Client Reporting Administrator |
| 2015-03-06 |
update person_title Barbara Peck: Accounting, Administrative and Human Resources Manager => Controller |
| 2014-10-17 |
delete address 75 Rockefeller Plaza, 18th Floor
New York, NY 10019 |
| 2014-10-17 |
insert address 3 Columbus Circle, Suite 2120
New York, New York 10019 |
| 2014-09-09 |
delete person Cal Klausner |
| 2014-05-25 |
insert person Allison Koehler |
| 2014-05-25 |
insert person Sandra Amaguaña |
| 2014-05-25 |
update person_title Adam Sauri: Trader / Investment Research Analyst; Account Administration & Client Reporting; Member of the Records Management Team; Registered Investment Adviser Representative => Trader / Investment Research Analyst; Registered Investment Adviser Representative |
| 2014-04-27 |
update person_title Adam Sauri: Account Administration & Client Reporting; Member of the Records Management Team => Trader / Investment Research Analyst; Account Administration & Client Reporting; Member of the Records Management Team; Registered Investment Adviser Representative |
| 2014-03-02 |
delete person Varun Saluja |
| 2013-12-01 |
insert person Barbara Peck |
| 2013-11-03 |
delete about_pages_linkeddomain wealthlinesite.com |
| 2013-11-03 |
delete career_pages_linkeddomain wealthlinesite.com |
| 2013-11-03 |
delete contact_pages_linkeddomain wealthlinesite.com |
| 2013-11-03 |
delete management_pages_linkeddomain wealthlinesite.com |
| 2013-11-03 |
delete service_pages_linkeddomain wealthlinesite.com |
| 2013-11-03 |
update person_description Kyle Whelan => Kyle Whelan |
| 2013-10-06 |
delete person Morgan Adle |
| 2013-10-06 |
insert person Jeffrey Lewis |
| 2013-08-10 |
delete person Dominique Gray |
| 2013-05-24 |
update person_title Adam Sauri: Client Relations Administrator => Account Administration & Client Reporting |
| 2013-05-24 |
update person_title Ashley Staten: Client Relations Assistant => Account Administration & Client Reporting |
| 2013-05-24 |
update person_title Kyle Whelan: Client Relations Manager => Business Analyst |
| 2013-05-03 |
delete person Maryanne McCrindle |
| 2013-04-07 |
insert person Marcus Odinec |