| Date | Description |
|---|
| 2023-06-07 |
delete vp George Pedraza |
| 2023-06-07 |
insert vp Mark D. Robeson |
| 2023-06-07 |
delete person George Pedraza |
| 2023-06-07 |
delete person Teri Grubb |
| 2023-06-07 |
insert contact_pages_linkeddomain apple.com |
| 2023-06-07 |
insert contact_pages_linkeddomain spotify.com |
| 2023-06-07 |
insert person Mark D. Robeson |
| 2023-05-01 |
insert vp Regina Lewis |
| 2023-05-01 |
delete address 60 West Broad St
Bethlehem, PA 18018 |
| 2023-05-01 |
delete address 8031 M-15
Clarkston, MI 48348 |
| 2023-05-01 |
insert address 60 West Broad St #300
Bethlehem, PA 18018 |
| 2023-05-01 |
insert address 8031 M-15 #200
Clarkston, MI 48348 |
| 2023-05-01 |
insert person Regina Lewis |
| 2023-03-30 |
insert otherexecutives Christopher Whitlow |
| 2023-03-30 |
insert svp Tim Callahan |
| 2023-03-30 |
insert person Christopher Whitlow |
| 2023-03-30 |
insert person Jake D. Miller |
| 2023-03-30 |
insert person Tim Callahan |
| 2023-02-27 |
insert contact_pages_linkeddomain tamaracinc.com |
| 2023-01-26 |
delete career_pages_linkeddomain adp.com |
| 2023-01-26 |
delete person Aaron Ward |
| 2023-01-26 |
insert career_pages_linkeddomain icims.com |
| 2022-11-23 |
insert about_pages_linkeddomain capcommunityfoundation.org |
| 2022-11-23 |
insert about_pages_linkeddomain captrustadvice.com |
| 2022-11-23 |
insert about_pages_linkeddomain finra.org |
| 2022-11-23 |
insert about_pages_linkeddomain wordpress.org |
| 2022-10-23 |
insert vp George Pedraza |
| 2022-10-23 |
insert vp Kim M. Elliott |
| 2022-10-23 |
insert person George Pedraza |
| 2022-10-23 |
insert person Kim M. Elliott |
| 2022-10-23 |
update person_description Brendan Nosovitch => Brendan Nosovitch |
| 2022-09-21 |
delete person Kim Cornwell |
| 2022-09-21 |
insert person LeeAnn Iacona |
| 2022-07-20 |
delete svp Robert A. Jones |
| 2022-07-20 |
delete vp Daniel Thibodeau |
| 2022-07-20 |
delete address Boston, MA - (101 Federal Street)
Boston, MA (One Liberty Square)
Michigan |
| 2022-07-20 |
delete person Alana Tallarico |
| 2022-07-20 |
delete person Daniel Thibodeau |
| 2022-07-20 |
insert person Brandon Martineson |
| 2022-07-20 |
update person_title Robert A. Jones: Senior Vice President; Financial Advisor => Principal; Financial Advisor |
| 2022-05-18 |
insert otherexecutives Margaret Jarocki |
| 2022-05-18 |
insert person David Hood |
| 2022-05-18 |
insert person Eric W. Bailey |
| 2022-05-18 |
insert person Margaret Jarocki |
| 2022-05-18 |
insert person Mike Strother |
| 2022-05-18 |
insert person Teri Grubb |
| 2022-04-17 |
delete chieflegalofficer Kimberly Carter |
| 2022-04-17 |
delete otherexecutives Teri Grubb |
| 2022-04-17 |
insert vp Adam M. Eisenhauer |
| 2022-04-17 |
delete address 4208 Six Forks Rd, Suite 1700
Raleigh, NC 27609 |
| 2022-04-17 |
delete email co..@captrust.com |
| 2022-04-17 |
delete person Cathy Ritter |
| 2022-04-17 |
delete person Kimberly Carter |
| 2022-04-17 |
delete person Teri Grubb |
| 2022-04-17 |
insert address Boston, MA - (101 Federal Street)
Boston, MA (One Liberty Square)
Michigan |
| 2022-04-17 |
insert person Adam M. Eisenhauer |
| 2021-09-27 |
delete otherexecutives Margaret Jarocki |
| 2021-09-27 |
insert chro Mark Francher |
| 2021-09-27 |
delete career_pages_linkeddomain wpengine.com |
| 2021-09-27 |
delete contact_pages_linkeddomain wpengine.com |
| 2021-09-27 |
delete index_pages_linkeddomain wpengine.com |
| 2021-09-27 |
delete management_pages_linkeddomain wpengine.com |
| 2021-09-27 |
delete person Margaret Jarocki |
| 2021-09-27 |
delete solution_pages_linkeddomain wpengine.com |
| 2021-09-27 |
delete terms_pages_linkeddomain wpengine.com |
| 2021-09-27 |
update person_title Mark Francher: Chief Human Resource Officer => Chief Human Resources Officer |
| 2021-08-28 |
insert cfo Robert Miller |
| 2021-08-28 |
insert chiefinvestmentofficer Michael J. Vogelzang |
| 2021-08-28 |
insert managingdirector Michael J. Vogelzang |
| 2021-08-28 |
delete person Allison Hubbell |
| 2021-08-28 |
delete person Angie Butler |
| 2021-08-28 |
delete person Curtis Cunningham |
| 2021-08-28 |
insert career_pages_linkeddomain wpengine.com |
| 2021-08-28 |
insert contact_pages_linkeddomain wpengine.com |
| 2021-08-28 |
insert management_pages_linkeddomain wpengine.com |
| 2021-08-28 |
insert person Michael J. Vogelzang |
| 2021-08-28 |
insert person Robert Miller |
| 2021-08-28 |
insert solution_pages_linkeddomain wpengine.com |
| 2021-08-28 |
insert terms_pages_linkeddomain wpengine.com |
| 2021-08-28 |
update person_title Frank Bub: Senior Director, Head of Wealth Management => Senior Director, Head of Wealth Management Consulting |
| 2021-05-26 |
delete otherexecutives Frank Bub |
| 2021-05-26 |
insert person Bacilia Gomez |
| 2021-05-26 |
insert person Bryan T. Lewis |
| 2021-05-26 |
insert person Clay Matthews |
| 2021-05-26 |
insert person Jack Kenney |
| 2021-05-26 |
insert person Kathleen Whitmore |
| 2021-05-26 |
insert person Ted Garza |
| 2021-05-26 |
update person_title Frank Bub: Senior Director => Senior Director, Head of Wealth Management |
| 2021-04-10 |
insert svp Daniel A. Summerlin |
| 2021-04-10 |
insert vp Brian Abad |
| 2021-04-10 |
insert vp Ellen Crowley |
| 2021-04-10 |
insert vp Erica Blomgren |
| 2021-04-10 |
insert vp Heather Darcy |
| 2021-04-10 |
insert vp Keaton Brewer |
| 2021-04-10 |
insert vp Michael Henderson |
| 2021-04-10 |
insert vp Randy Byard |
| 2021-04-10 |
insert vp Ryan Leach |
| 2021-04-10 |
delete address 2625 Townsgate Rd.
Suite 330
Westlake Village, CA 91361 |
| 2021-04-10 |
delete address 700 North Saint Mary's St.
Suite 100
San Antonio, TX 78205 |
| 2021-04-10 |
delete address 740 University Avenue
Sacramento, CA 95825 |
| 2021-04-10 |
insert address 2625 Townsgate Rd
#330
Westlake Village, CA 91361 |
| 2021-04-10 |
insert address 4208 Six Forks Rd
#1700
Raleigh, NC 27609 |
| 2021-04-10 |
insert address 700 North Saint Mary's St
#100
San Antonio, TX 78205 |
| 2021-04-10 |
insert address 740 University Ave
Sacramento, CA 95825 |
| 2021-04-10 |
insert person Abigail J. C. Russell |
| 2021-04-10 |
insert person Alex Brown |
| 2021-04-10 |
insert person Anne H. Reed |
| 2021-04-10 |
insert person Arthur Scalise |
| 2021-04-10 |
insert person Bob Eagle |
| 2021-04-10 |
insert person Brandon Aber |
| 2021-04-10 |
insert person Brent Bradshaw |
| 2021-04-10 |
insert person Brian Abad |
| 2021-04-10 |
insert person Brian Pollard |
| 2021-04-10 |
insert person Cathy Ritter |
| 2021-04-10 |
insert person Chad Day |
| 2021-04-10 |
insert person Che-Che S. McCrimmon |
| 2021-04-10 |
insert person Christina Lecholop |
| 2021-04-10 |
insert person Daniel A. Summerlin |
| 2021-04-10 |
insert person Daniel M. Lowe |
| 2021-04-10 |
insert person Donn A. Johnston |
| 2021-04-10 |
insert person Edward V. Welch |
| 2021-04-10 |
insert person Ellen Crowley |
| 2021-04-10 |
insert person Erica Blomgren |
| 2021-04-10 |
insert person Heather Darcy |
| 2021-04-10 |
insert person Heidi Spencer |
| 2021-04-10 |
insert person Hugh Wilson Cole III |
| 2021-04-10 |
insert person James R. Talton, III |
| 2021-04-10 |
insert person Johnny C. Garrett |
| 2021-04-10 |
insert person Keaton Brewer |
| 2021-04-10 |
insert person Kelly Brothers |
| 2021-04-10 |
insert person Kevin A. Chang |
| 2021-04-10 |
insert person Kevin Monroe |
| 2021-04-10 |
insert person Kim Cornwell |
| 2021-04-10 |
insert person Lance Lahourcade |
| 2021-04-10 |
insert person Lon Burford |
| 2021-04-10 |
insert person Mark T. Medlin |
| 2021-04-10 |
insert person Michael Henderson |
| 2021-04-10 |
insert person Peter Ashby |
| 2021-04-10 |
insert person R. Michael Gray |
| 2021-04-10 |
insert person Randy Byard |
| 2021-04-10 |
insert person Rob Cook |
| 2021-04-10 |
insert person Ryan Leach |
| 2021-04-10 |
insert person Shaun Eskamani |
| 2021-04-10 |
insert person Taylor Nowell |
| 2021-02-15 |
delete svp Daniel A. Summerlin |
| 2021-02-15 |
delete svp John Young |
| 2021-02-15 |
delete svp Patrick Marlatt |
| 2021-02-15 |
delete vp Casey Pogodzinski |
| 2021-02-15 |
delete vp Ellen Crowley |
| 2021-02-15 |
delete vp Heather Darcy |
| 2021-02-15 |
delete vp Keaton Brewer |
| 2021-02-15 |
delete vp Michael Henderson |
| 2021-02-15 |
delete vp Ryan Leach |
| 2021-02-15 |
delete person Abigail J. C. Russell |
| 2021-02-15 |
delete person Anne H. Reed |
| 2021-02-15 |
delete person Bob Eagle |
| 2021-02-15 |
delete person Brandon Aber |
| 2021-02-15 |
delete person Brian Pollard |
| 2021-02-15 |
delete person Casey Pogodzinski |
| 2021-02-15 |
delete person Chad Day |
| 2021-02-15 |
delete person Che-Che S. McCrimmon |
| 2021-02-15 |
delete person Daniel A. Summerlin |
| 2021-02-15 |
delete person Daniel M. Lowe |
| 2021-02-15 |
delete person Donn A. Johnston |
| 2021-02-15 |
delete person Ellen Crowley |
| 2021-02-15 |
delete person Errol Hau |
| 2021-02-15 |
delete person Heather Darcy |
| 2021-02-15 |
delete person Heidi Spencer |
| 2021-02-15 |
delete person James R. Talton, III |
| 2021-02-15 |
delete person John Young |
| 2021-02-15 |
delete person Johnny C. Garrett |
| 2021-02-15 |
delete person Keaton Brewer |
| 2021-02-15 |
delete person Kevin Monroe |
| 2021-02-15 |
delete person Mark T. Medlin |
| 2021-02-15 |
delete person Michael Henderson |
| 2021-02-15 |
delete person Patrick Marlatt |
| 2021-02-15 |
delete person R. Michael Gray |
| 2021-02-15 |
delete person Ryan Leach |
| 2021-02-15 |
delete person Shaun Eskamani |
| 2021-02-15 |
delete person Taylor Nowell |
| 2021-02-15 |
insert person Angie Butler |
| 2021-02-15 |
insert person Curtis Cunningham |
| 2021-02-15 |
insert person Debra Gates |
| 2021-01-16 |
delete cfo Christa Miller |
| 2021-01-16 |
insert otherexecutives Mary Earls |
| 2021-01-16 |
delete person Christa Miller |
| 2021-01-16 |
delete person Lauren Ohnesorge |
| 2021-01-16 |
insert person Drew Battle |
| 2021-01-16 |
insert person Mary Earls |
| 2020-10-06 |
delete cfo Bonnie McCullough |
| 2020-10-06 |
delete svp James R. Talton, III |
| 2020-10-06 |
insert otherexecutives Frank Bub |
| 2020-10-06 |
delete person Bonnie McCullough |
| 2020-10-06 |
delete person Frank Pyles |
| 2020-10-06 |
delete source_ip 40.87.42.59 |
| 2020-10-06 |
insert career_pages_linkeddomain wordpress.org |
| 2020-10-06 |
insert contact_pages_linkeddomain wordpress.org |
| 2020-10-06 |
insert index_pages_linkeddomain wordpress.org |
| 2020-10-06 |
insert management_pages_linkeddomain wordpress.org |
| 2020-10-06 |
insert person Frank Bub |
| 2020-10-06 |
insert solution_pages_linkeddomain wordpress.org |
| 2020-10-06 |
insert source_ip 40.114.106.25 |
| 2020-10-06 |
insert terms_pages_linkeddomain wordpress.org |
| 2020-10-06 |
update person_title James R. Talton, III: Senior Vice President; Financial Advisor => Principal; Financial Advisor |
| 2020-08-07 |
insert person Frank Pyles |
| 2020-05-02 |
update person_description Anne H. Reed => Anne H. Reed |
| 2020-05-02 |
update person_description Bob Eagle => Bob Eagle |
| 2020-05-02 |
update person_title Brandon Aber: Relationship Manager; Financial Advisor => Financial Advisor |
| 2020-05-02 |
update person_title Che-Che S. McCrimmon: Relationship Manager; Financial Advisor => Financial Advisor |
| 2020-05-02 |
update person_title Daniel M. Lowe: Relationship Manager; Financial Advisor; Advisor => Financial Advisor; Advisor |
| 2020-05-02 |
update person_title Taylor Nowell: Relationship Manager; Financial Advisor => Financial Advisor |
| 2020-04-02 |
insert person Eric Benedict |
| 2020-04-02 |
insert person Lauren Ohnesorge |
| 2020-04-02 |
update person_description Bonnie McCullough => Bonnie McCullough |
| 2020-04-02 |
update person_title Allison Hubbell: Relationship Manager => Client Relationship Manager |
| 2020-04-02 |
update person_title Karen Denise: Senior Director, Client Solutions Group => Senior Director / Head, Wealth Client Service |
| 2020-04-02 |
update person_title Kimberly Carter: Senior Manager; Senior Counsel => Senior Counsel |
| 2020-03-02 |
delete otherexecutives Karen Denise |
| 2020-03-02 |
delete svp R. Michael Gray |
| 2020-03-02 |
delete svp Shaun Eskamani |
| 2020-03-02 |
insert cfo Christa Miller |
| 2020-03-02 |
insert otherexecutives Denise Buchanan |
| 2020-03-02 |
delete person Michael Thrasher |
| 2020-03-02 |
insert person Christa Miller |
| 2020-03-02 |
update person_description Anne H. Reed => Anne H. Reed |
| 2020-03-02 |
update person_title Brandon Aber: Financial Advisor => Relationship Manager; Financial Advisor |
| 2020-03-02 |
update person_title Che-Che S. McCrimmon: Financial Advisor => Relationship Manager; Financial Advisor |
| 2020-03-02 |
update person_title Daniel M. Lowe: Financial Advisor; Advisor => Relationship Manager; Financial Advisor; Advisor |
| 2020-03-02 |
update person_title Denise Buchanan: Chief Compliance Officer => Senior Director; Chief Compliance Officer |
| 2020-03-02 |
update person_title Karen Denise: Senior Director => Senior Director, Client Solutions Group |
| 2020-03-02 |
update person_title R. Michael Gray: Senior Vice President; Financial Advisor => Principal; Financial Advisor |
| 2020-03-02 |
update person_title Shaun Eskamani: Senior Vice President; Financial Advisor => Principal; Financial Advisor |
| 2020-03-02 |
update person_title Taylor Nowell: Financial Advisor => Relationship Manager; Financial Advisor |
| 2020-01-29 |
delete source_ip 64.89.44.97 |
| 2020-01-29 |
insert source_ip 40.87.42.59 |
| 2019-12-28 |
update robots_txt_status www.stmmltd.com: 200 => 0 |
| 2019-09-27 |
delete publicrelations_emails me..@stmmltd.com |
| 2019-09-27 |
delete email me..@stmmltd.com |
| 2019-05-23 |
delete chairman Jeanie Wyatt |
| 2019-05-23 |
delete email jw..@stmmltd.com |
| 2019-05-23 |
delete person Jeanie Wyatt |
| 2019-04-17 |
insert svp Michelle Scarver |
| 2019-04-17 |
delete email jt..@stmmltd.com |
| 2019-04-17 |
insert person Kevin Barnett |
| 2019-04-17 |
insert person Michelle Scarver |
| 2019-04-17 |
update person_title Cathy Ritter: Executive Vice President; Relationship Manager; Partner => Executive Vice President; Relationship Manager |
| 2019-04-17 |
update person_title J. Lance Lahourcade: Managing Director & Director of Relationship Management, Partner; Member of the Management Team; Managing Director, Director of Relationship Management, Partner; Senior Investment Advisor => Member of the Management Team; Managing Director & Director of Relationship Management; Senior Investment Advisor; Managing Director, Director of Relationship Management |
| 2019-04-17 |
update person_title Teri Grubb: Co - Chief Executive Officer; Member of the Management Team; Partner => Co - Chief Executive Officer; Member of the Management Team |
| 2019-03-17 |
delete managingdirector Christina Markell-Balleza |
| 2019-03-17 |
insert ceo Christina Markell-Balleza |
| 2019-03-17 |
insert ceo Teri Grubb |
| 2019-03-17 |
insert chairman Joseph M. "Jody" Grant |
| 2019-03-17 |
insert founder Joseph M. "Jody" Grant |
| 2019-03-17 |
insert person Dan Webster |
| 2019-03-17 |
insert person Danny Gibbons |
| 2019-03-17 |
insert person Honorable Joe Straus |
| 2019-03-17 |
insert person Jane Macon |
| 2019-03-17 |
insert person Joseph M. "Jody" Grant |
| 2019-03-17 |
insert person Lauren McLaughlin |
| 2019-03-17 |
insert person Major General Freddie Valenzuela |
| 2019-03-17 |
insert person Patricia Ruiz-Healy |
| 2019-03-17 |
insert person Roberta Katz |
| 2019-03-17 |
insert person Stephen J. "Tio" Kleberg |
| 2019-03-17 |
update person_title Christina Markell-Balleza: Managing Director; General Counsel; Member of the Management Team => Co - Chief Executive Officer; General Counsel; Member of the Management Team; Co - Chief Executive Officer & General Counsel, Chief Compliance Officer, Partner |
| 2019-03-17 |
update person_title Teri Grubb: Member of the Management Team => Co - Chief Executive Officer; Member of the Management Team; Partner |
| 2018-11-29 |
insert otherexecutives Sylvia Ann Mendez |
| 2018-11-29 |
insert person Adam Eisenhauer |
| 2018-11-29 |
update person_description Sylvia Ann Mendez => Sylvia Ann Mendez |
| 2018-11-29 |
update person_title Sylvia Ann Mendez: Senior Vice President & Chief Equity Trader => Executive Vice President & Investment and Compliance Analyst; Member of the RESEARCH Committee |
| 2018-05-21 |
delete evp Elizabeth Calvert Hickman |
| 2018-05-21 |
insert cfo Marcy Barnett |
| 2018-05-21 |
delete person Elizabeth Calvert Hickman |
| 2018-05-21 |
insert address 1207 South Austin Street
Brenham, TX 77833 |
| 2018-05-21 |
insert person Marcy Barnett |
| 2018-05-21 |
insert phone 800.830.7085 |
| 2018-05-21 |
insert phone 979.830.7030 |
| 2018-03-31 |
insert person Josh Hudson |
| 2018-03-31 |
update person_description Christian Ledoux => Christian Ledoux |
| 2018-03-31 |
update person_description Ramiro Fernandez => Ramiro Fernandez |
| 2018-02-11 |
delete person Diederik Olijslager |
| 2018-02-11 |
delete person Louisa C. Guthrie |
| 2018-02-11 |
insert person David W. Mize |
| 2017-10-14 |
insert career_pages_linkeddomain publishpath.com |
| 2017-09-01 |
delete evp Barbara Dickson |
| 2017-09-01 |
delete person Barbara Dickson |
| 2017-09-01 |
delete person Craig Thompson |
| 2017-06-25 |
insert person Diederik Olijslager |
| 2017-05-11 |
delete person Oscar Gonzalez |
| 2017-05-11 |
update person_title Barbara Dickson: Executive Vice President & Senior Investment Advisor, Partner; Executive Vice President; Relationship Manager; Compliance; Partner => Executive Vice President; Relationship Manager; Compliance; Partner |
| 2017-03-08 |
delete evp Christina Markell-Balleza |
| 2017-03-08 |
delete person James (Hutch) Bryan |
| 2017-03-08 |
insert person Eshani Gupte |
| 2017-03-08 |
update person_description Christian Ledoux => Christian Ledoux |
| 2017-03-08 |
update person_description Craig Thompson => Craig Thompson |
| 2017-03-08 |
update person_description Donna Patterson => Donna Patterson |
| 2017-03-08 |
update person_description Louisa C. Guthrie => Louisa C. Guthrie |
| 2017-03-08 |
update person_description Michael A. Nance => Michael A. Nance |
| 2017-03-08 |
update person_description Ramiro Fernandez => Ramiro Fernandez |
| 2017-03-08 |
update person_title Christina Markell-Balleza: Executive Vice President; Compliance; Managing Director; General Counsel; Partner; Member of the Management Team => Compliance; Managing Director; General Counsel; Member of the Management Team |
| 2017-03-08 |
update person_title Louisa C. Guthrie: Compliance; Executive Vice President of Wealth Management; Member of the Management Team => Compliance; Member of the Management Team; Managing Director, Investment Sales and Strategy |
| 2017-01-19 |
delete evp Teri Grubb |
| 2017-01-19 |
delete managingdirector J. Lance Lahourcade |
| 2017-01-19 |
delete vp Donna Patterson |
| 2017-01-19 |
insert evp Cathy Ritter |
| 2017-01-19 |
insert evp Elizabeth Calvert Hickman |
| 2017-01-19 |
insert managingdirector Christina Markell-Balleza |
| 2017-01-19 |
insert managingdirector Teri Grubb |
| 2017-01-19 |
insert svp Donna Patterson |
| 2017-01-19 |
insert svp Lisa Ivie Miller |
| 2017-01-19 |
update person_title Cathy Ritter: Compliance; Investment Advisor; Executive Vice President & Senior Investment Advisor, Partner => Executive Vice President; Relationship Manager; Compliance; Executive Vice President and Senior Investment Advisor; Partner |
| 2017-01-19 |
update person_title Christina Markell-Balleza: Executive Vice President; Compliance; General Counsel; Partner; Member of the Management Team => Executive Vice President; Compliance; Managing Director; General Counsel; Partner; Member of the Management Team |
| 2017-01-19 |
update person_title Craig Thompson: Compliance; Business Development Associate - Fixed Income; Investment Advisor => Relationship Manager - Fixed Income; Compliance |
| 2017-01-19 |
update person_title Donna Patterson: Compliance; Vice President; Investment Advisor => Relationship Manager; Senior Vice President; Compliance |
| 2017-01-19 |
update person_title Elizabeth Calvert Hickman: Compliance; Executive Vice President of Business Development & Senior Investment Advisor, Partner; Investment Advisor => Executive Vice President; Relationship Manager; Compliance; Partner |
| 2017-01-19 |
update person_title J. Lance Lahourcade: Member of the Management Team; Investment Advisor; Compliance; Managing Director; Senior Investment Advisor; Partner => Compliance; Managing Director, Director of Relationship Management, Partner; Senior Investment Advisor; Managing Director & Director of Relationship Management, Partner; Member of the Management Team |
| 2017-01-19 |
update person_title Julia Gavrilov: Compliance; Economist; Investment Advisor => Relationship Manager; Compliance; Economist |
| 2017-01-19 |
update person_title Kyle Kocian: Compliance; Portfolio Management Administrator => Vice President & Senior Portfolio Management Administrator; Compliance |
| 2017-01-19 |
update person_title Lisa Ivie Miller: Compliance; STMM 's Director of Government Relations and Education; Director of Government Relations and Education; Investment Advisor; Vice President of the Texas Chapter of the National Association => Relationship Manager; Senior Vice President; Compliance; Vice President of the Texas Chapter of the National Association; Partner; STMM 's Director of Government Relations and Education |
| 2017-01-19 |
update person_title Sylvia Ann Mendez: Compliance; Chief Equity Trader => Senior Vice President & Chief Equity Trader; Compliance |
| 2017-01-19 |
update person_title Teri Grubb: Chief Operating Officer; Executive Vice President; Compliance; Partner; Member of the Management Team => Chief Operating Officer; Compliance; Managing Director; Partner; Member of the Management Team |
| 2016-10-22 |
update person_description Jeanie Wyatt => Jeanie Wyatt |
| 2016-08-11 |
update person_description Craig Thompson => Craig Thompson |
| 2016-08-11 |
update person_title Craig Thompson: Fixed Income Trader; Compliance => Compliance; Business Development Associate - Fixed Income; Investment Advisor |
| 2016-07-05 |
insert email bn..@stmmltd.com |
| 2016-05-01 |
update person_title Craig Thompson: Fixed Income and Small Cap Trader => Fixed Income Trader |
| 2016-04-03 |
delete otherexecutives Jeff Kikel |
| 2016-04-03 |
insert publicrelations_emails me..@stmmltd.com |
| 2016-04-03 |
delete person Jeff Kikel |
| 2016-04-03 |
insert email me..@stmmltd.com |
| 2016-01-16 |
insert person Oscar Gonzalez |
| 2015-12-06 |
insert evp Christina Markell-Balleza |
| 2015-12-06 |
delete person Jay Hammond |
| 2015-12-06 |
update person_title Christina Markell-Balleza: General Counsel; Member of the Management Team => Executive Vice President; General Counsel; Member of the Management Team |
| 2015-10-15 |
delete otherexecutives Christina Markell-Balleza |
| 2015-10-15 |
delete otherexecutives Ramiro Fernandez |
| 2015-10-15 |
update person_title Christina Markell-Balleza: General Counsel; Member of the Management Team; Chief Compliance Officer => General Counsel; Member of the Management Team |
| 2015-10-15 |
update person_title Ramiro Fernandez: Member of the RESEARCH Committee; Equity Analyst => Senior Equity Analyst |
| 2015-09-17 |
delete person Brianna Brown |
| 2015-08-20 |
update person_title Barbara Dickson: Member of the PORTFOLIO MANAGEMENT Team; Executive Vice President & Senior Investment Advisor; Investment Advisor => Member of the PORTFOLIO MANAGEMENT Team; Investment Advisor; Executive Vice President & Senior Investment Advisor, Partner |
| 2015-08-20 |
update person_title Cathy Ritter: Investment Advisor; Executive Vice President and Senior Investment Advisor => Investment Advisor; Executive Vice President & Senior Investment Advisor, Partner |
| 2015-08-20 |
update person_title Elizabeth Calvert Hickman: Executive Vice President of Business Development and Senior Investment Advisor; Investment Advisor => Investment Advisor; Executive Vice President of Business Development & Senior Investment Advisor, Partner |
| 2015-08-20 |
update person_title J. Lance Lahourcade: Member of the Management Team; Investment Advisor; Managing Director; Senior Investment Advisor => Member of the Management Team; Investment Advisor; Managing Director; Senior Investment Advisor; Partner |
| 2015-07-14 |
insert fax 361.904.0544 |
| 2015-07-14 |
insert phone 361.904.0551 |
| 2015-06-16 |
insert person Louisa C. Guthrie |
| 2015-06-16 |
update person_title Julia Gavrilov: Economist; Investment Advisor; Executive Vice President and Director of Financial Planning => Economist; Investment Advisor |
| 2015-05-16 |
update person_title Cathy Ritter: Executive Vice President of Business Development & Senior Investment Advisor; a Senior Investment Advisor; Investment Advisor => Executive Vice President and Senior Investment Advisor; Investment Advisor |
| 2015-04-13 |
insert person Julia Gavrilov |
| 2015-03-15 |
insert fax 713.386.6489 |
| 2015-02-15 |
insert otherexecutives Jeff Kikel |
| 2015-02-15 |
insert person Jeff Kikel |
| 2015-02-15 |
insert person Kyle Kocian |
| 2014-11-03 |
delete otherexecutives Donna Patterson |
| 2014-11-03 |
insert vp Donna Patterson |
| 2014-11-03 |
delete address One Riverway, Suite 2055
Houston, Texas 77056 |
| 2014-11-03 |
insert address One Riverway
777 S. Post Oak Lane, Suite 2055
Houston, Texas 77056 |
| 2014-11-03 |
update person_title Donna Patterson: Vice President of Business Development; Investment Advisor => Vice President; Investment Advisor |
| 2014-07-20 |
insert address One Riverway, Suite 2055
Houston, Texas 77056 |
| 2014-07-20 |
update person_title Craig Thompson: Fixed Income Trader; RESEARCH => Fixed Income and Small Cap Trader; RESEARCH |
| 2014-07-20 |
update person_title Elizabeth Calvert Hickman: Executive Vice President of Business Development; Senior Investment Advisor; Investment Advisor => Executive Vice President of Business Development and Senior Investment Advisor; Senior Investment Advisor; Investment Advisor |
| 2014-06-13 |
update website_status FlippedRobots => OK |
| 2014-06-13 |
insert otherexecutives David Stix |
| 2014-06-13 |
delete source_ip 75.126.211.188 |
| 2014-06-13 |
insert person David Stix |
| 2014-06-13 |
insert source_ip 64.89.44.97 |
| 2014-06-13 |
update person_description Barbara Dickson => Barbara Dickson |
| 2014-06-02 |
update website_status OK => FlippedRobots |
| 2014-03-27 |
insert otherexecutives Mary Hime |
| 2014-03-27 |
delete address 100 W. Olmos Drive, Suite 101
San Antonio, Texas 78212 |
| 2014-03-27 |
insert address 921 N. Chaparral Street, Suite 112
Corpus Christi, TX 78401 |
| 2014-03-27 |
insert address Suite 100
San Antonio, Texas 78205 |
| 2014-03-27 |
insert phone 210.245.2696 |
| 2014-03-27 |
insert phone 361.779.4828 |
| 2014-03-27 |
update person_title Mary Hime: Institutional Business Development Officer; Investment Advisor => Vice President of Business Development; Investment Advisor |
| 2014-03-27 |
update primary_contact 100 W. Olmos Drive, Suite 101
San Antonio, Texas 78212 => Suite 100
San Antonio, Texas 78205 |
| 2013-12-24 |
update person_title Cathy Ritter: Executive Vice President of Business Development, Investment Advisor; a Senior Investment Advisor; Investment Advisor => Executive Vice President of Business Development & Senior Investment Advisor; a Senior Investment Advisor; Investment Advisor |
| 2013-11-25 |
insert otherexecutives Donna Patterson |
| 2013-11-25 |
update person_title Cathy Ritter: Senior Investment Advisor; a Senior Investment Advisor; Investment Advisor => Executive Vice President of Business Development, Investment Advisor; a Senior Investment Advisor; Investment Advisor |
| 2013-11-25 |
update person_title Donna Patterson: Investment Advisor => Vice President of Business Development; Investment Advisor |
| 2013-11-25 |
update person_title Elizabeth Calvert Hickman: Senior Investment Advisor; Investment Advisor => Executive Vice President of Business Development; Senior Investment Advisor; Investment Advisor |
| 2013-10-27 |
delete person Ronald Weiss |
| 2013-10-27 |
insert address One Riverway, Suite 1700
Houston, Texas 77056 |
| 2013-10-27 |
insert person Kim Cornwell |
| 2013-10-27 |
insert person Sherry Thiltgen |
| 2013-07-17 |
delete otherexecutives Devin Benton |
| 2013-07-17 |
delete person Devin Benton |
| 2013-06-02 |
delete person Carlisle Maxwell |
| 2013-06-02 |
update person_description Lisa Ivie Miller => Lisa Ivie Miller |
| 2013-04-16 |
delete ceo Michelle Romero |
| 2013-04-16 |
delete otherexecutives Michelle Romero |
| 2013-04-16 |
delete person Michelle Romero |
| 2013-04-16 |
delete person Pat Rutland |
| 2013-02-28 |
insert person Christian Ledoux |