OCEAN PARK ASSET MANAGEMENT - History of Changes


DateDescription
2024-06-01 delete personal_emails ke..@sierrainvestment.com
2024-06-01 insert otherexecutives Keaton Glover
2024-06-01 insert otherexecutives Matt Wells
2024-06-01 insert otherexecutives Michael Jones
2024-06-01 insert personal_emails ke..@oceanparkam.com
2024-06-01 insert personal_emails mi..@oceanparkam.com
2024-06-01 delete email je..@sierrainvestment.com
2024-06-01 delete email ke..@sierrainvestment.com
2024-06-01 delete person Jeremiah Batla
2024-06-01 delete phone (813) 522-8230
2024-06-01 delete phone (929) 512-4950
2024-06-01 insert email ke..@oceanparkam.com
2024-06-01 insert email ma..@oceanparkam.com
2024-06-01 insert email mi..@oceanparkam.com
2024-06-01 insert person Matt Wells
2024-06-01 insert person Michael Jones
2024-06-01 insert phone (480) 528-9493
2024-06-01 insert phone (510) 717-4031
2024-06-01 insert phone (816) 728-5465
2024-06-01 update person_title Keaton Glover: Senior Regional Associate => Regional Director
2024-03-26 delete otherexecutives Blaise Santiago
2024-03-26 delete otherexecutives Matthew Haley
2024-03-26 delete otherexecutives Paul Lange
2024-03-26 delete otherexecutives Ryan Connolly
2024-03-26 delete personal_emails bl..@sierrainvestment.com
2024-03-26 delete personal_emails ja..@sierrainvestment.com
2024-03-26 delete personal_emails ma..@sierrainvestment.com
2024-03-26 delete personal_emails pa..@sierrainvestment.com
2024-03-26 delete personal_emails ry..@sierrainvestment.com
2024-03-26 insert otherexecutives Brian Duffy
2024-03-26 insert otherexecutives Burke Sennott
2024-03-26 insert otherexecutives Cory Christiana
2024-03-26 insert personal_emails br..@oceanparkam.com
2024-03-26 insert personal_emails bu..@sierrainvestment.com
2024-03-26 delete email bi..@sierrainvestment.com
2024-03-26 delete email bl..@sierrainvestment.com
2024-03-26 delete email ch..@sierrainvestment.com
2024-03-26 delete email ja..@sierrainvestment.com
2024-03-26 delete email ma..@sierrainvestment.com
2024-03-26 delete email ma..@sierrainvestment.com
2024-03-26 delete email pa..@sierrainvestment.com
2024-03-26 delete email ry..@sierrainvestment.com
2024-03-26 delete person Bill Phillips
2024-03-26 delete person Blaise Santiago
2024-03-26 delete person Chandler Webb
2024-03-26 delete person Jason Keefer
2024-03-26 delete person Madison Voshall
2024-03-26 delete person Matthew Haley
2024-03-26 delete person Paul Lange
2024-03-26 delete person Ryan Connolly
2024-03-26 delete phone (415) 329 5151
2024-03-26 delete phone (512) 599-7920
2024-03-26 delete phone (517) 290-7239
2024-03-26 delete phone (615) 471-7424
2024-03-26 delete phone (615) 619-4807
2024-03-26 delete phone (720) 936-6797
2024-03-26 delete phone (781) 927-9281
2024-03-26 delete phone (813) 810-2900
2024-03-26 insert about_pages_linkeddomain sierrainvestment.com
2024-03-26 insert alias Ocean Park Asset Management, LLC
2024-03-26 insert alias Ocean Park Management, Inc.
2024-03-26 insert email br..@oceanparkam.com
2024-03-26 insert email bu..@sierrainvestment.com
2024-03-26 insert email co..@oceanparkam.com
2024-03-26 insert email je..@sierrainvestment.com
2024-03-26 insert index_pages_linkeddomain sierrainvestment.com
2024-03-26 insert person Brian Duffy
2024-03-26 insert person Burke Sennott
2024-03-26 insert person Cory Christiana
2024-03-26 insert person Jeremiah Batla
2024-03-26 insert phone (216) 372-1352
2024-03-26 insert phone (312) 339-0125
2024-03-26 insert phone (713) 503-4874
2024-03-26 insert phone 312-471-9511
2024-03-26 insert solution_pages_linkeddomain sierrainvestment.com
2024-03-26 update person_description David C. Wright => David C. Wright
2024-03-26 update person_description James St. Aubin => James St. Aubin
2024-03-26 update person_description Dr. Kenneth L. Sleeper => Kenneth L. Sleeper
2024-03-26 update person_title Brittany Hiett: Regional Sales Associate => Regional Associate
2024-03-26 update person_title Carter Hayes: Regional Sales Associate => Regional Associate
2024-03-26 update person_title Colin Barber: Managing Director, National Accounts; National Accounts Team => Managing Director, Strategic Partnerships; National Accounts Team
2024-03-26 update person_title Ethan Spross: Regional Sales Associate => Regional Associate
2024-03-26 update person_title Henry Reid: Portfolio Reporting Administrator => Portfolio Analyst
2024-03-26 update person_title Keaton Glover: Regional Sales Associate => Senior Regional Associate
2024-03-26 update person_title Sean Pham: Senior Regional Sales Associate => Senior Regional Associate
2024-03-26 update person_title Will Farr: Regional Sales Associate => Senior Regional Associate
2024-03-26 update person_title Zach Rivard: Senior Regional Sales Associate => Senior Regional Associate
2023-10-16 insert otherexecutives Paul Lange
2023-10-16 update person_title Austin Vizcaino: Regional Sales Director => Regional Director
2023-10-16 update person_title Bill Edmunds: Regional Sales Director => Regional Director
2023-10-16 update person_title Blaise Santiago: Regional Sales Director => Regional Director
2023-10-16 update person_title Hammid Firoozeh: Regional Sales Director => Regional Director
2023-10-16 update person_title Jeff Johnson: Regional Sales Director => Regional Director
2023-10-16 update person_title Marc DiFilippo: Regional Sales Director => Regional Director
2023-10-16 update person_title Matthew Haley: Regional Sales Director => Regional Director
2023-10-16 update person_title Michael Cramer: Regional Sales Director => Regional Director
2023-10-16 update person_title Paul Lange: Regional Sales Manager => Regional Director
2023-10-16 update person_title Ryan Connolly: Regional Sales Director => Regional Director
2023-10-16 update person_title Tomas Giardino: Regional Sales Director => Regional Director
2023-09-15 insert personal_emails br..@sierrainvestment.com
2023-09-15 insert personal_emails mi..@sierrainvestment.com
2023-09-15 insert email br..@sierrainvestment.com
2023-09-15 insert email mi..@sierrainvestment.com
2023-09-15 insert person Brittany Hiett
2023-09-15 insert person Mike Bluth
2023-09-15 insert phone (267) 662-2727
2023-09-15 insert phone (713) 494-2194
2023-07-10 delete email dr..@sierrainvestment.com
2023-07-10 delete person Drew Lillston
2023-07-10 delete phone (267) 662-2727
2023-07-10 update person_title Marshall Quan: Senior Reseach Analyst, Co - Portfolio Manager; Senior Research Analyst => Lead Portfolio Analyst
2023-06-06 update person_description David C. Wright => David C. Wright
2023-06-06 update person_title Marshall Quan: Senior Reseach Analyst, Portfolio Manager; Senior Research Analyst => Senior Reseach Analyst, Co - Portfolio Manager; Senior Research Analyst
2023-02-24 insert otherexecutives Blaise Santiago
2023-02-24 insert personal_emails bl..@sierrainvestment.com
2023-02-24 insert personal_emails ca..@sierrainvestment.com
2023-02-24 insert personal_emails ja..@sierrainvestment.com
2023-02-24 insert personal_emails wi..@sierrainvestment.com
2023-02-24 delete phone (248) 985-9002
2023-02-24 insert email bl..@sierrainvestment.com
2023-02-24 insert email ca..@sierrainvestment.com
2023-02-24 insert email ja..@sierrainvestment.com
2023-02-24 insert email ma..@sierrainvestment.com
2023-02-24 insert email wi..@sierrainvestment.com
2023-02-24 insert person Blaise Santiago
2023-02-24 insert person Carter Hayes
2023-02-24 insert person Jason Keefer
2023-02-24 insert person Madison Voshall
2023-02-24 insert person Will Farr
2023-02-24 insert phone (415) 329 5151
2023-02-24 insert phone (512) 599-7920
2023-02-24 insert phone (615) 619-4807
2023-02-24 insert phone (816) 551-2820
2023-02-24 insert phone (947) 225-4343
2022-12-23 delete otherexecutives Scott Schiewe
2022-12-23 delete email sc..@sierrainvestment.com
2022-12-23 delete person Scott Schiewe
2022-12-23 delete phone (817) 456-5671
2022-10-20 delete otherexecutives Chris Wilson
2022-10-20 delete personal_emails ch..@sierrainvestment.com
2022-10-20 insert otherexecutives Matthew Haley
2022-10-20 insert otherexecutives Michael Cramer
2022-10-20 insert personal_emails et..@sierrainvestment.com
2022-10-20 insert personal_emails te..@sierrainvestment.com
2022-10-20 delete email ch..@sierrainvestment.com
2022-10-20 delete person Chris Wilson
2022-10-20 delete phone (424) 231-6712
2022-10-20 delete phone (678) 733-5152
2022-10-20 insert email ch..@sierrainvestment.com
2022-10-20 insert email et..@sierrainvestment.com
2022-10-20 insert email te..@sierrainvestment.com
2022-10-20 insert person Chandler Webb
2022-10-20 insert person Ethan Spross
2022-10-20 insert person James St. Aubin
2022-10-20 insert person Ryan Harder
2022-10-20 insert person Ted Ghazal
2022-10-20 insert phone (214) 225-1923
2022-10-20 insert phone (440) 804-6404
2022-10-20 insert phone (517) 290-7239
2022-10-20 insert phone (781) 927-9281
2022-10-20 insert phone (929) 512-4950
2022-10-20 update person_title Matthew Haley: Regional Sales Manager => Regional Sales Director
2022-10-20 update person_title Michael Cramer: Regional Sales Manager => Regional Sales Director
2022-10-20 update person_title Paul Lange: Regional Sales Associate => Regional Sales Manager
2022-10-20 update person_title Sean Pham: Regional Sales Associate => Senior Regional Sales Associate
2022-10-20 update person_title Zach Rivard: Regional Sales Associate => Senior Regional Sales Associate
2022-08-17 delete source_ip 206.210.72.156
2022-08-17 insert source_ip 72.32.150.239
2022-07-18 delete index_pages_linkeddomain on24.com
2022-07-18 insert about_pages_linkeddomain geowealth.com
2022-07-18 insert contact_pages_linkeddomain geowealth.com
2022-07-18 insert index_pages_linkeddomain geowealth.com
2022-04-15 insert personal_emails je..@sierrainvestment.com
2022-04-15 insert personal_emails ke..@sierrainvestment.com
2022-04-15 insert personal_emails pa..@sierrainvestment.com
2022-04-15 insert personal_emails za..@sierrainvestment.com
2022-04-15 delete phone (909) 973-4297
2022-04-15 insert email dr..@sierrainvestment.com
2022-04-15 insert email je..@sierrainvestment.com
2022-04-15 insert email ke..@sierrainvestment.com
2022-04-15 insert email pa..@sierrainvestment.com
2022-04-15 insert email za..@sierrainvestment.com
2022-04-15 insert person Drew Lillston
2022-04-15 insert person Jerrod DeShaw
2022-04-15 insert person Keaton Glover
2022-04-15 insert person Paul Lange
2022-04-15 insert person Zach Rivard
2022-04-15 insert phone (248) 985-9002
2022-04-15 insert phone (267) 662-2727
2022-04-15 insert phone (615) 471-7424
2022-04-15 insert phone (802) 522-9481
2022-04-15 insert phone (813) 522-8230
2022-04-15 insert phone (909) 973-2497
2022-04-15 update person_title Colin Barber: Director of Strategic Initiatives and National Accounts => Managing Director, National Accounts
2022-04-15 update person_title Jason Buck: National Sales; National Sales Manager => National Sales; Managing Director, Sales
2022-04-15 update person_title Tiana Brenneise: National Accounts Manager => Director, National Accounts
2022-03-16 delete index_pages_linkeddomain linkedin.com
2022-03-16 delete index_pages_linkeddomain smartx.us
2022-03-16 delete index_pages_linkeddomain youtube.com
2022-03-16 insert index_pages_linkeddomain on24.com
2022-03-16 insert index_pages_linkeddomain smartxadvisory.com
2022-03-16 insert person Bond Math
2021-12-14 delete personal_emails ja..@oceanparkam.com
2021-12-14 delete personal_emails ju..@sierrainvestment.com
2021-12-14 delete personal_emails ro..@sierrainvestment.com
2021-12-14 delete about_pages_linkeddomain etrade.com
2021-12-14 delete contact_pages_linkeddomain etrade.com
2021-12-14 delete email ja..@oceanparkam.com
2021-12-14 delete email ju..@sierrainvestment.com
2021-12-14 delete email ro..@sierrainvestment.com
2021-12-14 delete email wh..@oceanparkam.com
2021-12-14 delete index_pages_linkeddomain apple.com
2021-12-14 delete index_pages_linkeddomain etrade.com
2021-12-14 delete person Jacqueline Scali
2021-12-14 delete person Justin Walsh
2021-12-14 delete person Robert Petrosyan
2021-12-14 delete person Whitney Barbarics
2021-12-14 delete phone 310-314-5525
2021-12-14 delete phone 310-314-5526
2021-12-14 delete phone 424-231-6713
2021-12-14 delete phone 424-231-6714
2021-12-14 delete solution_pages_linkeddomain etrade.com
2021-12-14 insert about_pages_linkeddomain axosadvisorservices.com
2021-12-14 insert contact_pages_linkeddomain axosadvisorservices.com
2021-12-14 insert email ga..@sierrainvestment.com
2021-12-14 insert index_pages_linkeddomain axosadvisorservices.com
2021-12-14 insert person Gayatri Vyas
2021-12-14 insert phone 310-314-8884
2021-12-14 insert solution_pages_linkeddomain axosadvisorservices.com
2021-12-14 update person_title Matthew Haley: Regional Sales Associate; Regional Sales Manager => Regional Sales Manager
2021-12-14 update person_title Michael Cramer: Regional Sales Associate => Regional Sales Manager
2021-09-22 delete phone (480) 780-2770
2021-08-22 delete index_pages_linkeddomain on24.com
2021-08-22 insert index_pages_linkeddomain apple.com
2021-08-22 insert phone (480) 780-2770
2021-07-20 insert index_pages_linkeddomain on24.com
2021-06-19 delete otherexecutives Alex Ward
2021-06-19 delete personal_emails al..@oceanparkam.com
2021-06-19 insert otherexecutives Ryan Connolly
2021-06-19 insert personal_emails ju..@sierrainvestment.com
2021-06-19 insert personal_emails ma..@sierrainvestment.com
2021-06-19 insert personal_emails ro..@sierrainvestment.com
2021-06-19 insert personal_emails ry..@sierrainvestment.com
2021-06-19 delete email al..@oceanparkam.com
2021-06-19 delete index_pages_linkeddomain nasdaq.com
2021-06-19 delete person Alex Ward
2021-06-19 delete phone 916-757-2383
2021-06-19 insert email ju..@sierrainvestment.com
2021-06-19 insert email ma..@sierrainvestment.com
2021-06-19 insert email ro..@sierrainvestment.com
2021-06-19 insert email ry..@sierrainvestment.com
2021-06-19 insert person Justin Walsh
2021-06-19 insert person Robert Petrosyan
2021-06-19 insert person Ryan Connolly
2021-06-19 insert phone 424-231-6713
2021-06-19 insert phone 424-231-6714
2021-06-19 insert phone 720-936-6797
2021-06-19 update person_title Matthew Haley: Regional Sales Associate => Regional Sales Associate; Regional Sales Manager
2021-05-19 delete index_pages_linkeddomain on24.com
2021-05-19 insert index_pages_linkeddomain nasdaq.com
2021-04-04 delete person Terri Spath
2021-01-25 insert about_pages_linkeddomain potomacfund.com
2021-01-25 insert contact_pages_linkeddomain potomacfund.com
2021-01-25 insert index_pages_linkeddomain potomacfund.com
2021-01-25 insert phone 1-844-727-1813
2021-01-25 insert solution_pages_linkeddomain potomacfund.com
2020-09-24 insert index_pages_linkeddomain on24.com
2020-01-11 insert about_pages_linkeddomain sawtootham.com
2020-01-11 insert contact_pages_linkeddomain sawtootham.com
2020-01-11 insert index_pages_linkeddomain sawtootham.com
2020-01-11 insert solution_pages_linkeddomain sawtootham.com
2019-12-11 delete personal_emails br..@oceanparkam.com
2019-12-11 delete personal_emails ja..@oceanparkam.com
2019-12-11 insert personal_emails ja..@oceanparkam.com
2019-12-11 delete email br..@oceanparkam.com
2019-12-11 delete email ja..@oceanparkam.com
2019-12-11 delete person Brian Sanders
2019-12-11 delete person Jacque Scali
2019-12-11 delete phone 424-231-6713
2019-12-11 insert about_pages_linkeddomain usafinancialexchange.com
2019-12-11 insert contact_pages_linkeddomain usafinancialexchange.com
2019-12-11 insert email ja..@oceanparkam.com
2019-12-11 insert index_pages_linkeddomain usafinancialexchange.com
2019-12-11 insert person Jacqueline Scali
2019-12-11 insert solution_pages_linkeddomain usafinancialexchange.com
2019-10-10 delete about_pages_linkeddomain ftjfundchoice.com
2019-10-10 delete about_pages_linkeddomain trustamerica.com
2019-10-10 delete contact_pages_linkeddomain ftjfundchoice.com
2019-10-10 delete contact_pages_linkeddomain trustamerica.com
2019-10-10 delete index_pages_linkeddomain ftjfundchoice.com
2019-10-10 delete index_pages_linkeddomain trustamerica.com
2019-10-10 delete solution_pages_linkeddomain ftjfundchoice.com
2019-10-10 delete solution_pages_linkeddomain trustamerica.com
2019-10-10 insert about_pages_linkeddomain etrade.com
2019-10-10 insert about_pages_linkeddomain orionportfoliosolutions.com
2019-10-10 insert contact_pages_linkeddomain etrade.com
2019-10-10 insert contact_pages_linkeddomain orionportfoliosolutions.com
2019-10-10 insert index_pages_linkeddomain etrade.com
2019-10-10 insert index_pages_linkeddomain orionportfoliosolutions.com
2019-10-10 insert person Orion Portfolio
2019-10-10 insert solution_pages_linkeddomain orionportfoliosolutions.com
2019-09-10 insert otherexecutives Hammid Firoozeh
2019-09-10 delete phone 516-668-5444
2019-09-10 delete solution_pages_linkeddomain foliodynamix.com
2019-09-10 insert about_pages_linkeddomain adhesionwealth.com
2019-09-10 insert about_pages_linkeddomain envestnet.com
2019-09-10 insert about_pages_linkeddomain ftjfundchoice.com
2019-09-10 insert about_pages_linkeddomain smartx.us
2019-09-10 insert about_pages_linkeddomain trustamerica.com
2019-09-10 insert about_pages_linkeddomain virtuecapitalmanagement.com
2019-09-10 insert contact_pages_linkeddomain adhesionwealth.com
2019-09-10 insert contact_pages_linkeddomain envestnet.com
2019-09-10 insert contact_pages_linkeddomain ftjfundchoice.com
2019-09-10 insert contact_pages_linkeddomain smartx.us
2019-09-10 insert contact_pages_linkeddomain trustamerica.com
2019-09-10 insert contact_pages_linkeddomain virtuecapitalmanagement.com
2019-09-10 insert email ha..@oceanparkam.com
2019-09-10 insert index_pages_linkeddomain adhesionwealth.com
2019-09-10 insert index_pages_linkeddomain envestnet.com
2019-09-10 insert index_pages_linkeddomain ftjfundchoice.com
2019-09-10 insert index_pages_linkeddomain smartx.us
2019-09-10 insert index_pages_linkeddomain trustamerica.com
2019-09-10 insert index_pages_linkeddomain virtuecapitalmanagement.com
2019-09-10 insert person Hammid Firoozeh
2019-09-10 insert phone 424-231-6713
2019-09-10 insert phone 917-456-6508
2019-09-10 insert solution_pages_linkeddomain etrade.com
2019-09-10 insert solution_pages_linkeddomain smartx.us
2019-09-10 insert solution_pages_linkeddomain virtuecapitalmanagement.com
2019-09-10 update person_title Brian Sanders: Regional Sales Manager => Regional Sales Associate
2018-11-16 insert personal_emails ja..@oceanparkam.com
2018-11-16 insert personal_emails ma..@oceanparkam.com
2018-11-16 insert email ja..@oceanparkam.com
2018-11-16 insert email ma..@oceanparkam.com
2018-11-16 insert person Jacque Scali
2018-11-16 insert person Matthew Haley
2018-11-16 insert phone 310-314-5525
2018-11-16 insert phone 424-231-6712
2018-10-13 insert about_pages_linkeddomain youtube.com
2018-10-13 insert contact_pages_linkeddomain youtube.com
2018-10-13 insert index_pages_linkeddomain youtube.com
2018-10-13 insert solution_pages_linkeddomain youtube.com
2018-07-01 delete person Whitney Barbarcis
2018-07-01 delete phone 424-231-6713
2018-07-01 update person_title Brian Sanders: Regional Sales Associate; Regional Sales Manager => Regional Sales Manager
2018-05-20 delete otherexecutives Donn Weise
2018-05-20 delete otherexecutives Garland Scott
2018-05-20 delete otherexecutives Stuart Littler
2018-05-20 delete personal_emails do..@oceanparkam.com
2018-05-20 delete personal_emails st..@oceanparkam.com
2018-05-20 delete email do..@oceanparkam.com
2018-05-20 delete email ga..@oceanparkam.com
2018-05-20 delete email st..@oceanparkam.com
2018-05-20 delete email ti..@oceanparkam.com
2018-05-20 delete person Donn Weise
2018-05-20 delete person Garland Scott
2018-05-20 delete person Stuart Littler
2018-05-20 delete person Tiana Brenneise
2018-05-20 delete phone 310-314-5525
2018-05-20 delete phone 310-776-0560
2018-05-20 delete phone 424-231-6712
2018-05-20 delete phone 443-206-8133
2018-05-20 delete phone 860-662-0005
2018-05-20 insert person Ausin Vizcaino
2018-05-20 insert person Whitney Barbarcis
2018-05-20 insert phone 516-668-5444
2018-05-20 insert phone 909-973-4297
2018-05-20 update person_title Brian Sanders: Regional Sales Associate => Regional Sales Associate; Regional Sales Manager
2018-05-20 update robots_txt_status www.oceanparkam.com: 404 => 200
2017-12-28 delete personal_emails ch..@oceanparkam.com
2017-12-28 insert otherexecutives Scott Schiewe
2017-12-28 insert personal_emails mi..@oceanparkam.com
2017-12-28 insert personal_emails se..@oceanparkam.com
2017-12-28 delete email ch..@oceanparkam.com
2017-12-28 delete person Chris Burke
2017-12-28 insert email mi..@oceanparkam.com
2017-12-28 insert email sc..@oceanparkam.com
2017-12-28 insert email se..@oceanparkam.com
2017-12-28 insert person Michael Cramer
2017-12-28 insert person Scott Schiewe
2017-12-28 insert person Sean Pham
2017-12-28 insert phone 424-231-6711
2017-12-28 insert phone 817-456-5671
2017-07-04 delete source_ip 209.237.150.20
2017-07-04 insert source_ip 206.210.72.156
2017-07-04 update robots_txt_status www.oceanparkam.com: 200 => 404
2016-12-11 delete phone 310-452-1887
2016-12-11 insert phone 844-727-1813
2016-06-08 insert phone 310-452-1887
2016-06-08 insert phone 800-729-1467
2014-09-08 update website_status FlippedRobots => OK
2014-09-08 update robots_txt_status www.oceanparkam.com: 404 => 200
2014-08-07 update website_status OK => FlippedRobots
2013-09-03 update website_status DNSError => OK
2013-06-01 update website_status OK => DNSError