BAIN WEALTH MANAGEMENT - History of Changes


DateDescription
2022-09-05 delete coo Shane Weaver
2022-09-05 delete person Scott Kubie
2022-09-05 delete person Shane Weaver
2022-09-05 delete source_ip 35.194.29.129
2022-09-05 insert source_ip 141.193.213.11
2022-09-05 insert source_ip 141.193.213.10
2022-08-06 insert person Scott Budd
2022-08-06 insert person Tom Fridrich
2022-07-06 delete index_pages_linkeddomain carsonmx.com
2022-07-06 delete person Julie Van Dyck
2022-07-06 insert person Julie Petterson-Chinburg
2022-05-06 delete management_pages_linkeddomain etf.com
2022-05-06 delete person Alyssa Zuck
2022-05-06 delete person Vishnu Lekraj
2022-05-06 insert person Nick Rodgers
2022-05-06 update person_title Linda Walker: Client Services Associate; Client Services Associate / Operations => Client Services Associate
2022-05-06 update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department
2021-12-12 insert coo Shane Weaver
2021-12-12 delete address 885 Lancaster Dr SE Suite C Salem, Oregon 97317
2021-12-12 delete email je..@bainwealthmanagement.com
2021-12-12 delete person Alex Blankenburg
2021-12-12 delete person Jeff Harris
2021-12-12 delete person Nicholas Rodgers
2021-12-12 delete phone (800) 650-9003
2021-12-12 insert address 885 Lancaster Dr SE Suite C Salem, OR 97317
2021-12-12 insert index_pages_linkeddomain carsonmx.com
2021-12-12 insert management_pages_linkeddomain heartlandgsrescue.org
2021-12-12 insert person Forbes Best-in-State
2021-12-12 insert person Meet Patrick
2021-12-12 insert person Shane Weaver
2021-12-12 update person_description Alyssa Zuck => Alyssa Zuck
2021-12-12 update person_description Jennifer Tinseth => Jennifer Tinseth
2021-12-12 update person_title Linda Walker: Client Services Associate => Client Services Associate; Client Services Associate / Operations
2021-12-12 update person_title Sonu Varghese: Senior Investment Analyst / Research Department => Senior Investment Analyst
2021-12-12 update primary_contact 885 Lancaster Dr SE Suite C Salem, Oregon 97317 => 885 Lancaster Dr SE Suite C Salem, OR 97317
2021-09-17 delete person Krista Thompson
2021-09-17 update person_description Denise Talbert => Denise Talbert
2021-09-17 update person_description Kayla Oliver => Kayla Oliver
2021-09-17 update person_title Denise Talbert: Director of Client Services, Registered Administrative Assistant => Associate Wealth Advisor; Wealth Advisor
2021-09-17 update person_title Kayla Oliver: Client Services Associate; Client Services Associate / Operations => Associate Wealth Advisor; Wealth Advisor
2021-09-17 update person_title Nicholas Rodgers: Client Services Associate => Client Services Associate; Client Services Associate / Operations
2021-08-17 delete person Chris Oppliger
2021-07-14 delete managingdirector Carson Coaching
2021-07-14 delete person Carson Coaching
2021-07-14 insert person Karen Bain
2021-07-14 update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist
2021-06-12 delete person Karen Bain
2021-06-12 insert person Greg DeGennaro
2021-04-17 insert person Josh Russell
2021-04-17 insert person Mike Lawrence
2021-02-24 delete otherexecutives Rick Jaster
2021-02-24 delete person Nick Joyner
2021-02-24 delete person Rick Jaster
2021-02-24 update person_title Vishnu Lekraj: Portfolio Manager => Co - Portfolio Manager
2021-01-23 delete person Ashley Vargas
2021-01-23 delete person Brett Murray
2021-01-23 insert person Kayla Oliver
2021-01-23 insert person Vishnu Lekraj
2021-01-23 update person_description Carson Coaching => Carson Coaching
2021-01-23 update person_description Jamie P. Hopkins => Jamie Hopkins
2021-01-23 update person_title Linda Walker: Client Services Associate; Client Services Associate / Operations => Client Services Associate
2021-01-23 update person_title Patrick Sittner: Portfolio Strategist; Portfolio Strategist / Research Department => Portfolio Strategist
2020-09-20 insert person Nicholas Rodgers
2020-09-20 update person_title Brett Murray: Wealth Planning Administrator => Paraplanner; Member of the Advanced Solutions Team
2020-07-11 delete email ma..@bainwealthmanagement.com
2020-07-11 insert email je..@bainwealthmanagement.com
2020-06-09 delete alias Bain Wealth Management Group
2020-06-09 delete alias Bain Wealth Management Group, LLC
2020-06-09 delete index_pages_linkeddomain bdreporting.com
2020-06-09 delete service_pages_linkeddomain bdreporting.com
2020-06-09 delete source_ip 199.233.14.10
2020-06-09 insert address 885 Lancaster Dr SE Suite C Salem, Oregon 97317
2020-06-09 insert email ma..@bainwealthmanagement.com
2020-06-09 insert index_pages_linkeddomain amazonaws.com
2020-06-09 insert index_pages_linkeddomain carsongroup.com
2020-06-09 insert index_pages_linkeddomain carsonwealth.com
2020-06-09 insert index_pages_linkeddomain ceteraadvisornetworks.com
2020-06-09 insert index_pages_linkeddomain myceterasmartworks.com
2020-06-09 insert index_pages_linkeddomain sec.gov
2020-06-09 insert index_pages_linkeddomain sipc.org
2020-06-09 insert partner CWM, LLC
2020-06-09 insert partner Cetera Advisor Networks LLC
2020-06-09 insert service_pages_linkeddomain amazonaws.com
2020-06-09 insert service_pages_linkeddomain carsongroup.com
2020-06-09 insert service_pages_linkeddomain carsonwealth.com
2020-06-09 insert service_pages_linkeddomain ceteraadvisornetworks.com
2020-06-09 insert service_pages_linkeddomain finra.org
2020-06-09 insert service_pages_linkeddomain myceterasmartworks.com
2020-06-09 insert service_pages_linkeddomain sec.gov
2020-06-09 insert service_pages_linkeddomain sipc.org
2020-06-09 insert source_ip 35.194.29.129
2020-05-10 delete management_pages_linkeddomain wsj.net
2020-02-10 delete source_ip 45.52.9.47
2020-02-10 insert source_ip 199.233.14.10
2019-07-10 insert person ASHLEY VARGAS
2019-07-10 insert person JENNI SALDIVAR
2018-12-26 delete person JACLYN WALKER
2018-11-06 delete source_ip 45.52.9.59
2018-11-06 insert source_ip 45.52.9.47
2018-10-03 insert person JACLYN WALKER
2018-02-27 delete client_pages_linkeddomain advisorflex.com
2018-02-27 delete contact_pages_linkeddomain advisorflex.com
2018-02-27 delete index_pages_linkeddomain advisorflex.com
2018-02-27 delete management_pages_linkeddomain advisorflex.com
2018-02-27 delete service_pages_linkeddomain advisorflex.com
2018-02-27 delete terms_pages_linkeddomain advisorflex.com
2017-12-15 delete person Jeff Bezos
2017-12-15 delete person RON ALSUM
2017-12-15 delete source_ip 173.164.107.165
2017-12-15 insert source_ip 45.52.9.59
2017-12-15 update person_description MARK L. BAIN => MARK BAIN
2017-11-08 delete address 18 Corporate Woods Blvd, Albany, NY 12211
2017-11-08 delete client_pages_linkeddomain finra.org
2017-11-08 delete client_pages_linkeddomain sipc.com
2017-11-08 delete contact_pages_linkeddomain finra.org
2017-11-08 delete contact_pages_linkeddomain sipc.com
2017-11-08 delete index_pages_linkeddomain sipc.com
2017-11-08 delete management_pages_linkeddomain finra.org
2017-11-08 delete management_pages_linkeddomain sipc.com
2017-11-08 delete service_pages_linkeddomain finra.org
2017-11-08 delete service_pages_linkeddomain sipc.com
2017-11-08 delete terms_pages_linkeddomain finra.org
2017-11-08 delete terms_pages_linkeddomain sipc.com
2017-11-08 insert person Jeff Bezos
2017-10-09 delete person HANNAH FERRY
2017-07-01 delete contact_pages_linkeddomain surveymonkey.com
2016-10-29 delete person KENDRA CHICA
2016-10-29 insert person HANNAH FERRY
2016-10-29 insert person KENDRA QUAL
2016-10-29 update person_description FRANK L. BAIN => FRANK L. BAIN
2016-10-29 update person_description MARK BAIN => MARK L. BAIN
2016-09-03 insert contact_pages_linkeddomain surveymonkey.com
2016-07-09 update website_status DomainNotFound => OK
2016-05-14 update website_status OK => DomainNotFound
2016-01-01 delete contact_pages_linkeddomain wsjonline.com
2016-01-01 delete management_pages_linkeddomain wsjonline.com
2015-11-06 delete general_emails in..@bainwealthmanagement.com
2015-11-06 delete address 885 Lancaster Dr. SE Suite C Salem, OR 97317
2015-11-06 delete email in..@bainwealthmanagement.com
2015-11-06 delete email o@bainwealthmanagement.com
2015-11-06 delete index_pages_linkeddomain emeraldsecure.com
2015-11-06 delete index_pages_linkeddomain google.com
2015-11-06 delete index_pages_linkeddomain sipc.org
2015-11-06 delete source_ip 199.59.138.230
2015-11-06 delete source_ip 199.59.136.230
2015-11-06 delete ticker_symbol IDC
2015-11-06 insert address 18 Corporate Woods Blvd, Albany, NY 12211
2015-11-06 insert index_pages_linkeddomain advisorflex.com
2015-11-06 insert index_pages_linkeddomain finra.org
2015-11-06 insert index_pages_linkeddomain sipc.com
2015-11-06 insert source_ip 173.164.107.165
2015-11-06 update website_status FlippedRobots => OK
2015-10-18 update website_status FailedRobots => FlippedRobots
2015-08-23 update website_status FlippedRobots => FailedRobots
2015-07-28 update website_status OK => FlippedRobots
2015-06-17 update website_status FlippedRobots => OK
2015-06-03 update website_status OK => FlippedRobots
2015-04-30 update website_status FlippedRobots => OK
2015-04-23 update website_status FailedRobots => FlippedRobots
2015-03-26 update website_status FlippedRobots => FailedRobots
2015-02-24 update website_status FailedRobots => FlippedRobots
2015-01-24 update website_status FlippedRobots => FailedRobots
2014-12-22 update website_status OK => FlippedRobots
2014-11-17 update website_status FailedRobots => OK
2014-11-17 delete about_pages_linkeddomain finra.org
2014-11-17 delete about_pages_linkeddomain orderroutingdisclosure.com
2014-11-17 delete contact_pages_linkeddomain finra.org
2014-11-17 delete contact_pages_linkeddomain orderroutingdisclosure.com
2014-11-17 delete index_pages_linkeddomain finra.org
2014-11-17 delete index_pages_linkeddomain orderroutingdisclosure.com
2014-11-17 delete person Britany Randall
2014-11-17 delete portfolio_pages_linkeddomain finra.org
2014-11-17 delete portfolio_pages_linkeddomain orderroutingdisclosure.com
2014-11-17 delete service_pages_linkeddomain finra.org
2014-11-17 delete service_pages_linkeddomain orderroutingdisclosure.com
2014-11-17 insert person Julie Van Dyck
2014-11-17 update person_description Frank L. Bain => Frank L. Bain
2014-10-20 update website_status FlippedRobots => FailedRobots
2014-09-23 update website_status FailedRobots => FlippedRobots
2014-08-16 update website_status FlippedRobots => FailedRobots
2014-07-14 update website_status OK => FlippedRobots
2014-05-01 insert person Linda Walker
2014-05-01 update person_description Britany Randall => Britany Randall
2014-05-01 update person_description Jenn Bentz => Jenn Bentz
2014-05-01 update person_description Jennifer Tinseth => Jennifer Tinseth