| Date | Description |
|---|
| 2025-01-05 |
delete source_ip 192.185.73.16 |
| 2025-01-05 |
insert source_ip 162.240.104.63 |
| 2023-09-28 |
delete about_pages_linkeddomain advisorclient.com |
| 2023-09-28 |
delete contact_pages_linkeddomain advisorclient.com |
| 2023-09-28 |
delete index_pages_linkeddomain advisorclient.com |
| 2023-09-28 |
delete management_pages_linkeddomain advisorclient.com |
| 2023-09-28 |
delete service_pages_linkeddomain advisorclient.com |
| 2023-09-28 |
insert about_pages_linkeddomain schwaballiance.com |
| 2023-09-28 |
insert contact_pages_linkeddomain schwaballiance.com |
| 2023-09-28 |
insert index_pages_linkeddomain schwaballiance.com |
| 2023-09-28 |
insert management_pages_linkeddomain schwaballiance.com |
| 2023-09-28 |
insert service_pages_linkeddomain schwaballiance.com |
| 2022-04-03 |
delete source_ip 192.124.249.107 |
| 2022-04-03 |
insert source_ip 192.185.73.16 |
| 2020-03-23 |
delete source_ip 192.185.73.16 |
| 2020-03-23 |
insert source_ip 192.124.249.107 |
| 2019-08-21 |
insert about_pages_linkeddomain finra.org |
| 2019-08-21 |
insert about_pages_linkeddomain sipc.org |
| 2019-08-21 |
insert contact_pages_linkeddomain finra.org |
| 2019-08-21 |
insert contact_pages_linkeddomain sipc.org |
| 2019-08-21 |
insert index_pages_linkeddomain finra.org |
| 2019-08-21 |
insert index_pages_linkeddomain sipc.org |
| 2019-08-21 |
insert management_pages_linkeddomain finra.org |
| 2019-08-21 |
insert management_pages_linkeddomain sipc.org |
| 2019-08-21 |
insert service_pages_linkeddomain finra.org |
| 2019-08-21 |
insert service_pages_linkeddomain sipc.org |
| 2019-05-15 |
delete service_pages_linkeddomain lifequoter.com |
| 2015-12-06 |
insert about_pages_linkeddomain advisorclient.com |
| 2015-12-06 |
insert about_pages_linkeddomain envestnet.com |
| 2015-12-06 |
insert about_pages_linkeddomain moneyguidepro.com |
| 2015-12-06 |
insert contact_pages_linkeddomain calendly.com |
| 2015-12-06 |
insert contact_pages_linkeddomain moneyguidepro.com |
| 2015-12-06 |
insert index_pages_linkeddomain moneyguidepro.com |
| 2015-12-06 |
insert management_pages_linkeddomain moneyguidepro.com |
| 2015-12-06 |
insert service_pages_linkeddomain moneyguidepro.com |
| 2015-09-18 |
delete otherexecutives Danielle M. Vandehaar |
| 2015-09-18 |
insert otherexecutives Brian Boyle |
| 2015-09-18 |
insert person Brian Boyle |
| 2015-09-18 |
update person_title Danielle M. Vandehaar: Client Service Manager; Client Service Manager / Taiber Kosmala & Associates, LLC; Client Service Manager at Silvercap Wealth Management; Member of the Investment Committee => Client Service Manager; Client Service Manager at Silvercap Wealth Management |
| 2015-08-20 |
delete about_pages_linkeddomain advisorclient.com |
| 2015-08-20 |
delete about_pages_linkeddomain envestnet.com |
| 2015-02-15 |
delete address 1200 Valley West Drive, Suite 104
West Des Moines, IA 50266 |
| 2015-02-15 |
insert address 160 S. 68th Street, Suite 1204
West Des Moines, IA 50266 |
| 2015-02-15 |
update primary_contact 1200 Valley West Drive, Suite 104
West Des Moines, IA 50266 => 160 S. 68th Street, Suite 1204
West Des Moines, IA 50266 |
| 2014-09-26 |
insert person Brent W. Collins |
| 2013-09-27 |
delete source_ip 74.54.26.85 |
| 2013-09-27 |
insert source_ip 192.185.73.16 |
| 2013-09-27 |
update person_description Joshua E. Cross => Joshua E. Cross |