| Date | Description |
|---|
| 2022-10-21 |
delete source_ip 35.162.2.80 |
| 2022-10-21 |
delete source_ip 44.239.22.209 |
| 2022-10-21 |
delete source_ip 54.187.99.44 |
| 2022-10-21 |
insert source_ip 34.117.168.233 |
| 2022-09-19 |
delete source_ip 34.215.241.197 |
| 2022-09-19 |
delete source_ip 52.41.33.88 |
| 2022-09-19 |
delete source_ip 54.186.130.171 |
| 2022-09-19 |
insert source_ip 35.162.2.80 |
| 2022-09-19 |
insert source_ip 44.239.22.209 |
| 2022-09-19 |
insert source_ip 54.187.99.44 |
| 2022-07-18 |
delete person Karen Foster |
| 2022-07-18 |
delete source_ip 35.163.17.173 |
| 2022-07-18 |
delete source_ip 52.37.21.110 |
| 2022-07-18 |
delete source_ip 54.188.227.137 |
| 2022-07-18 |
insert source_ip 34.215.241.197 |
| 2022-07-18 |
insert source_ip 52.41.33.88 |
| 2022-07-18 |
insert source_ip 54.186.130.171 |
| 2022-04-16 |
delete otherexecutives Alexis O'Connell |
| 2022-04-16 |
delete address Suite 100, 1300 W Sam Houston Parkway S, Houston, Texas, USA 77042 |
| 2022-04-16 |
delete email se..@thebroughtoninvestmentgroup.com |
| 2022-04-16 |
delete person Alexis O'Connell |
| 2022-04-16 |
delete person Sean Odumusi |
| 2022-04-16 |
delete source_ip 34.208.137.95 |
| 2022-04-16 |
delete source_ip 35.165.26.185 |
| 2022-04-16 |
delete source_ip 52.37.160.252 |
| 2022-04-16 |
insert address Suite 600, 3730 Kirby Drive, Houston, Texas |
| 2022-04-16 |
insert email la..@thebroughtoninvestmentgroup.com |
| 2022-04-16 |
insert person Lauren Harris |
| 2022-04-16 |
insert person Summer Taufer |
| 2022-04-16 |
insert source_ip 35.163.17.173 |
| 2022-04-16 |
insert source_ip 52.37.21.110 |
| 2022-04-16 |
insert source_ip 54.188.227.137 |
| 2022-04-16 |
update person_description John Robinson => John Robinson |
| 2022-04-16 |
update person_description Matthew B. Howie => Matthew B. Howie |
| 2022-04-16 |
update person_title John Robinson: Financial Advisor => Senior Analyst; Financial Advisor |
| 2022-04-16 |
update person_title Matthew B. Howie: Financial Advisor => District Leader / Financial Advisor |
| 2021-10-01 |
delete address Suite 100
Houston TX 77042 |
| 2021-10-01 |
delete address Suite 100
Houston, TX 77042
United States |
| 2021-10-01 |
delete person Landon McDuff |
| 2021-10-01 |
delete phone 832-581-7781 x 03238 |
| 2021-10-01 |
delete phone 832-581-7781 x 09711 |
| 2021-10-01 |
delete source_ip 35.81.156.164 |
| 2021-10-01 |
insert address 3730 Kirby Dr
Suite 600
Houston, TX 77098
United States |
| 2021-10-01 |
insert contact_pages_linkeddomain advisorclient.com |
| 2021-10-01 |
insert index_pages_linkeddomain advisorclient.com |
| 2021-10-01 |
insert management_pages_linkeddomain advisorclient.com |
| 2021-10-01 |
insert person David Dominguez |
| 2021-10-01 |
insert phone 713-337-4500 |
| 2021-10-01 |
insert phone 713-337-4500 x 102 |
| 2021-10-01 |
insert phone 713-337-4500 x 105 |
| 2021-10-01 |
insert service_pages_linkeddomain advisorclient.com |
| 2021-10-01 |
insert source_ip 35.165.26.185 |
| 2021-10-01 |
update primary_contact Suite 100
Houston TX 77042 => 3730 Kirby Dr
Suite 600
Houston, TX 77098
United States |
| 2021-07-27 |
delete source_ip 35.160.81.38 |
| 2021-07-27 |
delete source_ip 35.166.146.41 |
| 2021-07-27 |
delete source_ip 44.238.78.65 |
| 2021-07-27 |
insert source_ip 34.208.137.95 |
| 2021-07-27 |
insert source_ip 35.81.156.164 |
| 2021-07-27 |
insert source_ip 52.37.160.252 |
| 2021-06-26 |
delete source_ip 52.35.146.223 |
| 2021-06-26 |
insert email la..@thebroughtoninvestmentgroup.com |
| 2021-06-26 |
insert person Landon McDuff |
| 2021-06-26 |
insert source_ip 44.238.78.65 |
| 2021-05-25 |
insert otherexecutives Alexis O'Connell |
| 2021-05-25 |
delete source_ip 34.218.155.157 |
| 2021-05-25 |
delete source_ip 52.36.159.214 |
| 2021-05-25 |
delete source_ip 52.43.83.103 |
| 2021-05-25 |
insert email al..@thebroughtoninvestmentgroup.com |
| 2021-05-25 |
insert email jr..@thebroughtoninvestmentgroup.com |
| 2021-05-25 |
insert person Alexis O'Connell |
| 2021-05-25 |
insert person John Robinson |
| 2021-05-25 |
insert person Scott King |
| 2021-05-25 |
insert source_ip 35.160.81.38 |
| 2021-05-25 |
insert source_ip 35.166.146.41 |
| 2021-05-25 |
insert source_ip 52.35.146.223 |
| 2021-04-09 |
delete contact_pages_linkeddomain twitter.com |
| 2021-04-09 |
delete index_pages_linkeddomain twitter.com |
| 2021-04-09 |
delete management_pages_linkeddomain twitter.com |
| 2021-04-09 |
delete service_pages_linkeddomain twitter.com |
| 2021-04-09 |
delete source_ip 35.166.50.210 |
| 2021-04-09 |
delete source_ip 44.232.108.96 |
| 2021-04-09 |
delete source_ip 54.149.67.239 |
| 2021-04-09 |
insert contact_pages_linkeddomain youtube.com |
| 2021-04-09 |
insert index_pages_linkeddomain youtube.com |
| 2021-04-09 |
insert management_pages_linkeddomain youtube.com |
| 2021-04-09 |
insert service_pages_linkeddomain youtube.com |
| 2021-04-09 |
insert source_ip 34.218.155.157 |
| 2021-04-09 |
insert source_ip 52.36.159.214 |
| 2021-04-09 |
insert source_ip 52.43.83.103 |
| 2021-02-14 |
delete source_ip 35.164.157.197 |
| 2021-02-14 |
delete source_ip 52.39.68.1 |
| 2021-02-14 |
delete source_ip 54.149.104.213 |
| 2021-02-14 |
insert source_ip 35.166.50.210 |
| 2021-02-14 |
insert source_ip 44.232.108.96 |
| 2021-02-14 |
insert source_ip 54.149.67.239 |
| 2021-01-15 |
delete source_ip 76.74.156.165 |
| 2021-01-15 |
insert source_ip 35.164.157.197 |
| 2021-01-15 |
insert source_ip 52.39.68.1 |
| 2021-01-15 |
insert source_ip 54.149.104.213 |
| 2020-07-29 |
delete index_pages_linkeddomain google.com |
| 2020-06-29 |
delete associated_investor GE Capital |
| 2020-06-29 |
insert index_pages_linkeddomain google.com |
| 2020-04-30 |
delete contact_pages_linkeddomain google.com |
| 2020-03-30 |
delete evp Antonio L. Soler |
| 2020-03-30 |
delete email an..@thebroughtoninvestmentgroup.com |
| 2020-03-30 |
delete email sc..@thebroughtoninvestmentgroup.com |
| 2020-03-30 |
delete person Antonio L. Soler |
| 2020-03-30 |
delete person Scott King |
| 2020-03-30 |
delete phone 512-800-5464 |
| 2020-03-30 |
delete phone 714-321-1174 |
| 2020-03-30 |
insert about_pages_linkeddomain advisorwebsite.com |
| 2020-03-30 |
insert contact_pages_linkeddomain advisorwebsite.com |
| 2020-03-30 |
insert contact_pages_linkeddomain google.com |
| 2020-03-30 |
insert index_pages_linkeddomain advisorwebsite.com |
| 2020-03-30 |
insert service_pages_linkeddomain advisorwebsite.com |
| 2020-03-30 |
update person_description Paul K. Broughton => Paul K. Broughton |
| 2020-02-29 |
update person_description Paul K. Broughton => Paul K. Broughton |
| 2019-12-28 |
delete index_pages_linkeddomain google.com |
| 2019-11-28 |
insert index_pages_linkeddomain google.com |
| 2019-10-29 |
delete email li..@thebroughtoninvestmentgroup.com |
| 2019-10-29 |
delete person Lila Washington |
| 2019-10-29 |
insert email al..@thebroughtoninvestmentgroup.com |
| 2019-10-29 |
insert person Alan Eduardo Heinze |
| 2019-10-29 |
insert phone 210-273-6565 |
| 2019-10-29 |
insert phone 210-774-4800 |
| 2019-08-30 |
insert ceo Paul K. Broughton |
| 2019-08-30 |
insert vp Anthony L. Ackerman |
| 2019-08-30 |
delete about_pages_linkeddomain americanfunds.com |
| 2019-08-30 |
delete about_pages_linkeddomain scottrade.com |
| 2019-08-30 |
delete contact_pages_linkeddomain americanfunds.com |
| 2019-08-30 |
delete contact_pages_linkeddomain scottrade.com |
| 2019-08-30 |
delete email ma..@thebroughtoninvestmentgroup.com |
| 2019-08-30 |
delete email op..@thebroughtoninvestmentgroup.com |
| 2019-08-30 |
delete index_pages_linkeddomain americanfunds.com |
| 2019-08-30 |
delete index_pages_linkeddomain scottrade.com |
| 2019-08-30 |
delete person Mark L. Egger |
| 2019-08-30 |
delete phone 210-774-4800 |
| 2019-08-30 |
delete phone 210-787-6995 |
| 2019-08-30 |
delete service_pages_linkeddomain americanfunds.com |
| 2019-08-30 |
delete service_pages_linkeddomain scottrade.com |
| 2019-08-30 |
insert email ac..@thebroughtoninvestmentgroup.com |
| 2019-08-30 |
insert email li..@thebroughtoninvestmentgroup.com |
| 2019-08-30 |
insert person Anthony L. Ackerman |
| 2019-08-30 |
insert person Lila Washington |
| 2019-08-30 |
insert phone 713-825-0710 |
| 2019-08-30 |
update person_title Paul K. Broughton: Chairman; Founder; Member of the Board of Directors; President; Chairman of the Board => Chairman; Founder; Chief Executive Officer |
| 2019-07-30 |
delete management_pages_linkeddomain google.com |
| 2019-07-30 |
insert management_pages_linkeddomain americanfunds.com |
| 2019-07-30 |
insert management_pages_linkeddomain scottrade.com |
| 2019-06-30 |
delete management_pages_linkeddomain americanfunds.com |
| 2019-06-30 |
delete management_pages_linkeddomain scottrade.com |
| 2019-06-30 |
insert email an..@thebroughtoninvestmentgroup.com |
| 2019-06-30 |
insert management_pages_linkeddomain google.com |
| 2019-06-30 |
insert phone 714-321-1174 |
| 2019-06-30 |
update person_description Antonio L. Soler => Antonio L. Soler |
| 2019-04-01 |
delete evp Mr. Dragan Bogatic |
| 2019-04-01 |
delete email dr..@thebroughtoninvestmentgroup.com |
| 2019-04-01 |
delete person Mr. Dragan Bogatic |
| 2019-04-01 |
delete phone 713-829-4039 |
| 2019-04-01 |
update person_title Mr. Scott P King: Director of Security & Logistics; Director of Security & Logistics - Independent Director => Director of Security & Logistics - Board of Directors Member; Director of Security & Logistics |
| 2019-02-18 |
insert address Suite 100
Houston, Texas
77042 USA |
| 2019-02-18 |
insert email ma..@thebroughtoninvestmentgroup.com |
| 2019-02-18 |
insert email sc..@thebroughtoninvestmentgroup.com |
| 2019-02-18 |
insert person Mark L. Egger |
| 2019-02-18 |
insert phone 210-774-4800 |
| 2019-02-18 |
insert phone 210-787-6995 |
| 2019-02-18 |
insert phone 512-800-5464 |
| 2015-08-08 |
delete otherexecutives Mr. Paul K. Broughton |
| 2015-08-08 |
insert ceo Mr. Paul K. Broughton |
| 2015-08-08 |
insert evp Mr. Dragan Bogatic |
| 2015-08-08 |
insert email dr..@thebroughtoninvestmentgroup.com |
| 2015-08-08 |
insert phone 713-829-4039 |
| 2015-08-08 |
update person_title Mr. Dragan Bogatic: CFP® - Vice President & Managing Director => Executive Vice President; CFP® - Executive Vice President |
| 2015-08-08 |
update person_title Mr. Paul K. Broughton: Chairman; Member of the Board of Directors; Founder; President; Managing Director => Chairman; CEO; Founder; President; Managing Director; Chairman of the Board |
| 2015-08-08 |
update person_title Mr. Scott P King: Director => Independent Director |
| 2015-04-04 |
insert otherexecutives Antonio L. Soler |
| 2015-04-04 |
insert otherexecutives Mr. Paul K. Broughton |
| 2015-04-04 |
insert person Antonio L. Soler |
| 2015-04-04 |
update person_title Mr. John F. Vargas: Director, General Manager - Cantina Laredo => Independent Director - Owner & General Manager - Cantina Laredo |
| 2015-04-04 |
update person_title Mr. Paul K. Broughton: Senior Managing Director; Founder; President; Managing Director; Chairman of the Board => Chairman; Member of the Board of Directors; Founder; President; Managing Director |
| 2014-11-27 |
delete person Rev. Steven Cholak |
| 2014-09-26 |
insert ceo Paul K. Broughton |
| 2014-09-26 |
insert founder Paul K. Broughton |
| 2014-09-26 |
insert managingdirector Dragan Bogatic |
| 2014-09-26 |
insert vp Dragan Bogatic |
| 2014-09-26 |
delete address 1707 W Sam Houston Parkway S
Houston, Texas
77042 USA |
| 2014-09-26 |
insert email op..@thebroughtoninvestmentgroup.com |
| 2014-09-26 |
insert person Dragan Bogatic |
| 2014-09-26 |
update person_title Paul K. Broughton: Chairman; President; Managing Director; Chairman of the Board => Senior Managing Director; Founder; President; Managing Director; Chairman of the Board |
| 2014-01-20 |
delete about_pages_linkeddomain advisorclient.com |
| 2014-01-20 |
delete contact_pages_linkeddomain advisorclient.com |
| 2014-01-20 |
delete index_pages_linkeddomain advisorclient.com |
| 2014-01-20 |
delete management_pages_linkeddomain advisorclient.com |
| 2014-01-20 |
delete service_pages_linkeddomain advisorclient.com |
| 2013-07-09 |
insert about_pages_linkeddomain scottrade.com |
| 2013-07-09 |
insert contact_pages_linkeddomain scottrade.com |
| 2013-07-09 |
insert index_pages_linkeddomain scottrade.com |
| 2013-07-09 |
insert service_pages_linkeddomain scottrade.com |