| Date | Description |
|---|
| 2023-07-24 |
delete source_ip 35.208.194.199 |
| 2023-07-24 |
insert source_ip 35.212.76.248 |
| 2023-02-01 |
update person_title Grace Finn: EMoney Specialist; Specialist => Vice - President, EMoney Financial Planning Specialist & Investment Adviser |
| 2022-10-28 |
delete address Suite 2204
San Diego, CA 92101 |
| 2022-10-28 |
delete contact_pages_linkeddomain google.com |
| 2022-10-28 |
insert address 13400 Sabre Springs Parkway, Suite 170
San Diego, CA 92128 |
| 2022-10-28 |
update primary_contact Suite 2204
San Diego, CA 92101 => 13400 Sabre Springs Parkway, Suite 170
San Diego, CA 92128 |
| 2022-02-18 |
delete otherexecutives Sandie Turley |
| 2022-02-18 |
delete about_pages_linkeddomain riskalyze.com |
| 2022-02-18 |
delete about_pages_linkeddomain westfincorpcom.wordpress.com |
| 2022-02-18 |
delete contact_pages_linkeddomain riskalyze.com |
| 2022-02-18 |
delete contact_pages_linkeddomain westfincorpcom.wordpress.com |
| 2022-02-18 |
delete index_pages_linkeddomain google.com |
| 2022-02-18 |
delete index_pages_linkeddomain riskalyze.com |
| 2022-02-18 |
delete index_pages_linkeddomain westfincorpcom.wordpress.com |
| 2022-02-18 |
delete person Mariela Campaña |
| 2022-02-18 |
delete person Sandie Turley |
| 2022-02-18 |
delete source_ip 192.0.78.243 |
| 2022-02-18 |
delete source_ip 192.0.78.185 |
| 2022-02-18 |
insert alias Western Financial Experience |
| 2022-02-18 |
insert source_ip 35.208.194.199 |
| 2022-02-18 |
update person_description Richard S. Levenson => Rick Levenson |
| 2022-02-18 |
update person_description Steven M. Levenson => Steven M. Levenson |
| 2021-02-13 |
insert otherexecutives Sandie Turley |
| 2021-02-13 |
delete about_pages_linkeddomain finra.org |
| 2021-02-13 |
delete about_pages_linkeddomain sipc.org |
| 2021-02-13 |
delete about_pages_linkeddomain theocc.com |
| 2021-02-13 |
delete contact_pages_linkeddomain finra.org |
| 2021-02-13 |
delete contact_pages_linkeddomain sipc.org |
| 2021-02-13 |
delete contact_pages_linkeddomain theocc.com |
| 2021-02-13 |
delete index_pages_linkeddomain finra.org |
| 2021-02-13 |
delete index_pages_linkeddomain sipc.org |
| 2021-02-13 |
delete index_pages_linkeddomain theocc.com |
| 2021-02-13 |
delete portfolio_pages_linkeddomain finra.org |
| 2021-02-13 |
delete portfolio_pages_linkeddomain sipc.org |
| 2021-02-13 |
delete portfolio_pages_linkeddomain theocc.com |
| 2021-02-13 |
delete service_pages_linkeddomain finra.org |
| 2021-02-13 |
delete service_pages_linkeddomain sipc.org |
| 2021-02-13 |
delete service_pages_linkeddomain theocc.com |
| 2021-02-13 |
update person_title Sandie Turley: Compliance Officer and Financial and Operations Principal ( FinOp ); Compliance Officer of the RIA => Compliance Officer; Assistant; Assistant Compliance Officer and Financial Operations Officer |
| 2020-03-12 |
delete evp Darren J. Caris |
| 2020-03-12 |
delete person Darren J. Caris |
| 2019-01-18 |
insert evp Darren J. Caris |
| 2019-01-18 |
delete source_ip 209.15.20.216 |
| 2019-01-18 |
insert person Darren J. Caris |
| 2019-01-18 |
insert source_ip 192.0.78.243 |
| 2019-01-18 |
insert source_ip 192.0.78.185 |
| 2018-06-11 |
delete source_ip 52.216.162.250 |
| 2018-06-11 |
insert source_ip 209.15.20.216 |
| 2018-06-11 |
update robots_txt_status www.westfincorp.com: 404 => 200 |
| 2018-04-16 |
delete source_ip 52.216.226.58 |
| 2018-04-16 |
insert source_ip 52.216.162.250 |
| 2018-03-05 |
delete source_ip 52.216.97.122 |
| 2018-03-05 |
insert source_ip 52.216.226.58 |
| 2018-01-28 |
delete source_ip 52.216.227.138 |
| 2018-01-28 |
insert source_ip 52.216.97.122 |
| 2017-12-20 |
delete source_ip 74.85.246.37 |
| 2017-12-20 |
insert source_ip 52.216.227.138 |
| 2016-07-08 |
delete person C. Matthew Allen |
| 2014-05-26 |
insert person C. Matthew Allen |
| 2013-05-23 |
delete otherexecutives Richard S. Levenson |
| 2013-05-23 |
insert ceo Richard S. Levenson |
| 2013-05-23 |
insert president Richard S. Levenson |
| 2013-05-23 |
update person_title Richard S. Levenson: President => President; Chief Executive Officer |