| Date | Description |
|---|
| 2022-08-05 |
delete address 5132 N. 300 W. #260
Provo, UT 84604 |
| 2022-08-05 |
insert about_pages_linkeddomain tradingview.com |
| 2022-08-05 |
insert address 1112 E 300 N #200
American Fork, UT 84003 |
| 2022-08-05 |
insert index_pages_linkeddomain tradingview.com |
| 2022-08-05 |
insert management_pages_linkeddomain tradingview.com |
| 2022-08-05 |
update primary_contact 5132 N. 300 W. #260
Provo, UT 84604 => 1112 E 300 N #200
American Fork, UT 84003 |
| 2020-06-28 |
delete about_pages_linkeddomain finra.org |
| 2020-06-28 |
delete about_pages_linkeddomain sipc.org |
| 2020-06-28 |
delete index_pages_linkeddomain finra.org |
| 2020-06-28 |
delete index_pages_linkeddomain sipc.org |
| 2020-06-28 |
delete management_pages_linkeddomain finra.org |
| 2020-06-28 |
delete management_pages_linkeddomain sipc.org |
| 2019-11-19 |
delete person Kylie Bate |
| 2018-08-05 |
update person_title Cameron W. Foster: CFP®, CPRC Partner and Executive Vice President; Member of the Investment Committee => CFP®Partner and Executive Vice President; Member of the Investment Committee |
| 2017-09-01 |
delete otherexecutives Alma Faerber |
| 2017-09-01 |
delete person Alma Faerber |
| 2017-07-24 |
delete otherexecutives Randal D. Skalla |
| 2017-07-24 |
delete person Randal D. Skalla |
| 2017-07-24 |
insert about_pages_linkeddomain finra.org |
| 2017-07-24 |
insert about_pages_linkeddomain sipc.org |
| 2017-07-24 |
insert contact_pages_linkeddomain finra.org |
| 2017-07-24 |
insert contact_pages_linkeddomain sipc.org |
| 2017-07-24 |
insert index_pages_linkeddomain finra.org |
| 2017-07-24 |
insert index_pages_linkeddomain sipc.org |
| 2017-07-24 |
insert management_pages_linkeddomain finra.org |
| 2017-07-24 |
insert management_pages_linkeddomain sipc.org |
| 2017-06-17 |
insert about_pages_linkeddomain emaplan.com |
| 2017-06-17 |
insert contact_pages_linkeddomain emaplan.com |
| 2017-06-17 |
insert index_pages_linkeddomain emaplan.com |
| 2017-06-17 |
insert management_pages_linkeddomain emaplan.com |
| 2016-08-30 |
delete about_pages_linkeddomain finra.org |
| 2016-08-30 |
delete about_pages_linkeddomain sipc.org |
| 2016-08-30 |
delete contact_pages_linkeddomain finra.org |
| 2016-08-30 |
delete contact_pages_linkeddomain sipc.org |
| 2016-08-30 |
delete index_pages_linkeddomain finra.org |
| 2016-08-30 |
delete index_pages_linkeddomain sipc.org |
| 2016-08-30 |
delete management_pages_linkeddomain finra.org |
| 2016-08-30 |
delete management_pages_linkeddomain sipc.org |
| 2016-06-30 |
insert about_pages_linkeddomain orionadvisor.com |
| 2016-06-30 |
insert contact_pages_linkeddomain orionadvisor.com |
| 2016-06-30 |
insert index_pages_linkeddomain orionadvisor.com |
| 2016-06-30 |
insert management_pages_linkeddomain orionadvisor.com |
| 2015-09-30 |
delete person Janna Hansen |
| 2015-09-30 |
insert person Heidi Brinkerhoff |
| 2015-08-28 |
delete person Calah Dibble |
| 2015-04-09 |
delete person Brian J. Adams |
| 2015-02-04 |
update person_description Calah Dibble => Calah Dibble |
| 2014-12-31 |
delete vp Brian J. Adams |
| 2014-12-31 |
delete vp David B. Gardner |
| 2014-12-31 |
delete vp Todd Nuttall |
| 2014-12-31 |
delete person Carlyn Grubbs |
| 2014-12-31 |
delete person David B. Gardner |
| 2014-12-31 |
delete person Todd Nuttall |
| 2014-12-31 |
update person_title Brian J. Adams: Vice President; Financial Advisor => Financial Advisor |
| 2014-12-31 |
update person_title Cameron W. Foster: CFP®, CPRC Partner and Vice President; Member of the Investment Committee => CFP®, CPRC Partner and Executive Vice President; Member of the Investment Committee |
| 2014-12-31 |
update person_title Janna Hansen: Client Relations Manager => Executive Assistant |
| 2014-11-30 |
update person_description Janna Hansen => Janna Hansen |
| 2014-11-30 |
update person_description Kylie Bate => Kylie Bate |
| 2014-11-30 |
update person_title Calah Dibble: Calah Dibble Office Assistant => Calah Dibble Executive Assistant |
| 2014-11-30 |
update person_title Kylie Bate: Kylie Bate Office Assistant => Executive Assistant |
| 2014-11-02 |
delete person Laurie Neff |
| 2014-11-02 |
insert person Calah Dibble |
| 2014-11-02 |
insert person Janna Hansen |
| 2014-11-02 |
insert person Kylie Bate |
| 2014-06-13 |
delete cco Craig L. Riggs |
| 2014-06-13 |
insert coo Krey Thompson |
| 2014-06-13 |
insert vp Craig L. Riggs |
| 2014-06-13 |
insert vp Todd Nuttall |
| 2014-06-13 |
delete person Shannon Sullivan |
| 2014-06-13 |
insert person Todd Nuttall |
| 2014-06-13 |
update person_title Craig L. Riggs: CCO; Partner => Vice President; Partner |
| 2014-06-13 |
update person_title Krey Thompson: Vice President of Operations => Chief Operations Officer; Chief Compliance Officer |
| 2014-04-15 |
insert vp Brian J. Adams |
| 2014-04-15 |
delete management_pages_linkeddomain googleplus.com |
| 2014-04-15 |
delete management_pages_linkeddomain twitter.com |
| 2014-04-15 |
delete person Jessica Jolley |
| 2014-04-15 |
insert person Brian J. Adams |
| 2014-04-15 |
insert person Carlyn Grubbs |
| 2014-04-15 |
insert person James M. Houston |
| 2013-10-27 |
delete source_ip 216.172.186.210 |
| 2013-10-27 |
insert source_ip 192.185.21.181 |
| 2013-05-17 |
delete person Janna Hansen |
| 2013-05-17 |
insert person Laurie Neff |
| 2013-05-17 |
insert person Shannon Sullivan |