Date | Description |
2023-01-06 |
delete otherexecutives Todd E. Hagen |
2023-01-06 |
delete otherexecutives Veronica Rubio |
2023-01-06 |
insert otherexecutives Bruce Harrison |
2023-01-06 |
insert otherexecutives Dominic Colletti |
2023-01-06 |
insert otherexecutives Joshua Lozow |
2023-01-06 |
delete address 250 North Westlake Boulevard
Suite 250
Westlake Village, California 91362 |
2023-01-06 |
delete address 412 Main Street
Franklin, Tennessee 37064 |
2023-01-06 |
delete person Alan C. Hewitt |
2023-01-06 |
delete person Alexander Doyle |
2023-01-06 |
delete person Amanda O'Sullivan |
2023-01-06 |
delete person Ann de Zeeuw |
2023-01-06 |
delete person Charlene Jones |
2023-01-06 |
delete person Christopher Posey |
2023-01-06 |
delete person David Cain |
2023-01-06 |
delete person Devin Farrow |
2023-01-06 |
delete person Erin Neece |
2023-01-06 |
delete person Haley Griffin |
2023-01-06 |
delete person Isaac Babalola |
2023-01-06 |
delete person Jack Bruno |
2023-01-06 |
delete person James Parker |
2023-01-06 |
delete person Jill Jeter |
2023-01-06 |
delete person Judy Howard |
2023-01-06 |
delete person Kristin Greenleaf |
2023-01-06 |
delete person Mari Adam |
2023-01-06 |
delete person Matthew W. Sheets |
2023-01-06 |
delete person Navisha Sawh |
2023-01-06 |
delete person Raphael Aziz |
2023-01-06 |
delete person Robin Allis |
2023-01-06 |
delete person Ryan Overstreet |
2023-01-06 |
delete person Todd E. Hagen |
2023-01-06 |
delete person Tristan Pohren |
2023-01-06 |
delete person Tyler Davis |
2023-01-06 |
delete person Veronica Rubio |
2023-01-06 |
delete person Will Lupfer |
2023-01-06 |
delete phone 805.495.8166 |
2023-01-06 |
delete source_ip 172.67.128.234 |
2023-01-06 |
delete source_ip 104.21.2.81 |
2023-01-06 |
insert address 10 Glenlake Parkway
South Tower Suite 150
Atlanta, Georgia 30328 |
2023-01-06 |
insert address 161 W. Shadowbend Ave.
Suite 101
Friendswood, Texas 77546 |
2023-01-06 |
insert address 2373 Oak Valley Drive
Suite 110 & 140
Ann Arbor, Michigan 48103 |
2023-01-06 |
insert address 412 Main Street
Suite 200
Franklin, Tennessee 37064 |
2023-01-06 |
insert address 4800 Bissonnet Street
Bellaire, Texas 77401 |
2023-01-06 |
insert address 67 Park Place East
Suite 700
Morristown, New Jersey 07960 |
2023-01-06 |
insert address 9200 Montgomery Road
Cincinnati, Ohio 45242 |
2023-01-06 |
insert person Alex Gianelli |
2023-01-06 |
insert person Amanda Reed |
2023-01-06 |
insert person Barbara Barreca |
2023-01-06 |
insert person Barbara Padilla |
2023-01-06 |
insert person Bill Starnes |
2023-01-06 |
insert person Briana Klotz |
2023-01-06 |
insert person Bruce Harrison |
2023-01-06 |
insert person Candace Davis |
2023-01-06 |
insert person Carolyn Stillman |
2023-01-06 |
insert person Cecilia Gutierrez |
2023-01-06 |
insert person Connor Nagelvoort |
2023-01-06 |
insert person Dale Acton |
2023-01-06 |
insert person Dale Hawthorne |
2023-01-06 |
insert person David Fure |
2023-01-06 |
insert person DeAnna Bochno |
2023-01-06 |
insert person Derek DeMars |
2023-01-06 |
insert person Dillon Tierney |
2023-01-06 |
insert person Dominic Colletti |
2023-01-06 |
insert person Eric Frampton |
2023-01-06 |
insert person Evan Bachman |
2023-01-06 |
insert person Evan Kennedy |
2023-01-06 |
insert person Greta Fure |
2023-01-06 |
insert person Haiden Bowman |
2023-01-06 |
insert person Ian Hamre |
2023-01-06 |
insert person Ivette Herrera |
2023-01-06 |
insert person Jack Thompson |
2023-01-06 |
insert person Jake Meza |
2023-01-06 |
insert person Jenel Darland |
2023-01-06 |
insert person Johannes Fure |
2023-01-06 |
insert person Jonathan Stirneman |
2023-01-06 |
insert person Joshua Lozow |
2023-01-06 |
insert person Joy De Pasquale |
2023-01-06 |
insert person Karen Rosen |
2023-01-06 |
insert person Karin Fure |
2023-01-06 |
insert person Kristy Jordan |
2023-01-06 |
insert person Laurel Portman |
2023-01-06 |
insert person Lenda Sandoval |
2023-01-06 |
insert person Liliana Huerta |
2023-01-06 |
insert person Lina Burlaka |
2023-01-06 |
insert person Lisa Dellinger |
2023-01-06 |
insert person Lisa Pastushok |
2023-01-06 |
insert person Luke Mazariegos |
2023-01-06 |
insert person Marcus Cooper |
2023-01-06 |
insert person Mark Cunningham |
2023-01-06 |
insert person Mark Ericson |
2023-01-06 |
insert person Mathew Carrigy |
2023-01-06 |
insert person Michael Raidt |
2023-01-06 |
insert person Olivia Manning |
2023-01-06 |
insert person Patrick Moody |
2023-01-06 |
insert person Rachel Roach |
2023-01-06 |
insert person Rasheed Jarmon |
2023-01-06 |
insert person Sally Toomey |
2023-01-06 |
insert person Sanley J. DePasquale |
2023-01-06 |
insert person Sarah Tenhundfeld |
2023-01-06 |
insert person Scott Berkson |
2023-01-06 |
insert person Stacy Reen |
2023-01-06 |
insert person Steve Berkson |
2023-01-06 |
insert person Tom Lacock |
2023-01-06 |
insert person Tyler Hillyer |
2023-01-06 |
insert person Victoria Williamson |
2023-01-06 |
insert phone 281.486.8448 |
2023-01-06 |
insert phone 513.771.7222 |
2023-01-06 |
insert phone 713.572.6300 |
2023-01-06 |
insert phone 734.668.4040 |
2023-01-06 |
insert phone 770.671.9500 |
2023-01-06 |
insert phone 973.605.8311 |
2023-01-06 |
insert source_ip 141.193.213.11 |
2023-01-06 |
insert source_ip 141.193.213.10 |
2023-01-06 |
update person_title Aaron Boyce: Wealth Advisor => Regional Vice President, Wealth Advisor |
2023-01-06 |
update person_title Alan E. Hewitt: Client Advisor and Branch Manager; Member of the Your Camarillo Team => Wealth Advisor; Member of the Your Camarillo Team |
2023-01-06 |
update person_title Anna Apodaca: Regional Vice President, Wealth Advisor => Regional Vice President, Wealth Advisor, Director |
2023-01-06 |
update person_title Dionisio Meneses: Associate; Advisor => Associate Wealth Advisor |
2023-01-06 |
update person_title José Castañeda: Client Solutions Representative => Regional Vice President, Wealth Advisor |
2023-01-06 |
update person_title Lacy Hartzler: Client Service Specialist => Regional Sales Associate |
2022-10-13 |
insert president Daniel Gourvitch |
2022-10-13 |
delete career_pages_linkeddomain paycomonline.net |
2022-10-13 |
delete person Alexander O'Reilly |
2022-10-13 |
delete person Ashlee Chu Hewitt |
2022-10-13 |
delete person Benton Rowse |
2022-10-13 |
delete person Brennan Wehrle |
2022-10-13 |
delete person Jennifer Gray |
2022-10-13 |
delete person Kathy Cain |
2022-10-13 |
delete person Kira Baffi |
2022-10-13 |
delete person Michelle Elia |
2022-10-13 |
delete person Robert Lau |
2022-10-13 |
delete person Stephanie Fernandes |
2022-10-13 |
delete person Steven Schneider |
2022-10-13 |
delete person Wendy Murphy |
2022-10-13 |
insert address 18 Crow Canyon Court
Suite 250
San Ramon, California 94583 |
2022-10-13 |
insert address 21 East Euclid Avenue
Suite 101
Haddonfield, New Jersey 08033 |
2022-10-13 |
insert address 405 Fifth Avenue
Suite 7-F
Naples, Florida 34102 |
2022-10-13 |
insert address 800 State Hwy 248
Unit 5, Bldg 1
Branson, Missouri 65616 |
2022-10-13 |
insert address 891 Garrison Street
Lakewood, Colorado 80215 |
2022-10-13 |
insert career_pages_linkeddomain ultipro.com |
2022-10-13 |
insert person Amber Tanksley |
2022-10-13 |
insert person Anna Kovalev |
2022-10-13 |
insert person Ashley Felton |
2022-10-13 |
insert person Ben Rowse |
2022-10-13 |
insert person Bettina Marchetto |
2022-10-13 |
insert person Blake Parker |
2022-10-13 |
insert person Brent Singleton |
2022-10-13 |
insert person Daniel Gourvitch |
2022-10-13 |
insert person Dean Young |
2022-10-13 |
insert person Deborah Parker |
2022-10-13 |
insert person Dena Livingston |
2022-10-13 |
insert person Dennis Heim |
2022-10-13 |
insert person Ethan Wallace |
2022-10-13 |
insert person Hannah Bishop |
2022-10-13 |
insert person Henry Cox |
2022-10-13 |
insert person Holly Gray |
2022-10-13 |
insert person Jason Bivin |
2022-10-13 |
insert person Jeannie Seabaugh |
2022-10-13 |
insert person Jeff Bilberry |
2022-10-13 |
insert person Jesse Schenck |
2022-10-13 |
insert person Jessica Livingston |
2022-10-13 |
insert person Jesus Romero Enciso |
2022-10-13 |
insert person John Stobbs |
2022-10-13 |
insert person Jonathan Vance |
2022-10-13 |
insert person Jonathon Betze |
2022-10-13 |
insert person Joseph Banks |
2022-10-13 |
insert person Joshua Brookins |
2022-10-13 |
insert person Julie Brown |
2022-10-13 |
insert person Katherine Arakkal |
2022-10-13 |
insert person Katherine Sotiroff |
2022-10-13 |
insert person Kaz Woodward |
2022-10-13 |
insert person Kimberly Maxwell |
2022-10-13 |
insert person Krista-Arlene Palakiko |
2022-10-13 |
insert person Lacy Arnold |
2022-10-13 |
insert person Marissa Nece |
2022-10-13 |
insert person Melissa McCabe |
2022-10-13 |
insert person Midori Anderson |
2022-10-13 |
insert person Monica Wyse |
2022-10-13 |
insert person Nick Jensen |
2022-10-13 |
insert person Nick McDowell |
2022-10-13 |
insert person Rouba Khzam |
2022-10-13 |
insert person Shanon Lee |
2022-10-13 |
insert person Steven Elliott |
2022-10-13 |
insert person Taylor Merriman |
2022-10-13 |
insert person Tess Inhelder |
2022-10-13 |
insert phone 215.558.3500 |
2022-10-13 |
insert phone 303.444.1110 |
2022-10-13 |
insert phone 925.552.1400 |
2022-10-13 |
update person_title Charlene Maruska: Client Service Specialist => Regional Service Manager |
2022-10-13 |
update person_title Christopher Blakely: Financial Planner => Associate Wealth Advisor |
2022-10-13 |
update person_title Christopher S. Murphy: Financial Planner => Associate Wealth Advisor |
2022-10-13 |
update person_title David Simpson: Portfolio Manager => Senior Investment Strategist |
2022-10-13 |
update person_title Dedrick Lee II: Senior Legal Assistant => Lead, Sr. Legal Assistant |
2022-10-13 |
update person_title Drew Harper: Wealth Advisor => Senior Wealth Advisor |
2022-10-13 |
update person_title Eunice Kim: Associate Wealth Advisor => Financial Planner |
2022-10-13 |
update person_title Harrison Fant: Wealth Advisor => Senior Wealth Advisor |
2022-10-13 |
update person_title James Telfer: Financial Planner => Associate Wealth Advisor |
2022-10-13 |
update person_title Jeff Giguere: Associate Wealth Advisor => Wealth Advisor |
2022-10-13 |
update person_title Jeff Minc: Financial Planner; Member of the Your Camarillo Team => Associate Wealth Advisor; Member of the Your Camarillo Team |
2022-10-13 |
update person_title Jordan Cowart: Associate Wealth Advisor => Wealth Advisor |
2022-10-13 |
update person_title Korina Kaio-Maddox: Client Service Specialist => Associate Financial Planner |
2022-10-13 |
update person_title Kristina Gillis-Phelps: Portfolio Operations Specialist => Client Service Specialist |
2022-10-13 |
update person_title Kyndal Howard: Client Service Specialist => Financial Planner |
2022-10-13 |
update person_title Logan Donovan: Associate Financial Planner => Financial Planner |
2022-10-13 |
update person_title Michael Snider: Associate Wealth Advisor => Wealth Advisor |
2022-10-13 |
update person_title Nicholas Cathcart: Senior Tax Associate => Tax Manager |
2022-10-13 |
update person_title Paul Petrosino: Senior Tax Advisor => Tax Manager |
2022-10-13 |
update person_title Rich Davtyan: Member of the Your Beverly Hills Team; Associate Wealth Advisor => Member of the Your Beverly Hills Team; Wealth Advisor |
2022-10-13 |
update person_title Stefen Donohue: Client Service Specialist => Associate Financial Planner |
2022-10-13 |
update person_title Zeke Aviles: Financial Planner => Associate Wealth Advisor |
2022-08-25 |
delete address 131 4th Street East
Suite 320, PO Box 607
Ketchum, Idaho 83340 |
2022-08-25 |
delete address 725 Cool Springs
Suite 600
Franklin, Tennessee 37067 |
2022-08-25 |
delete person Alexis Scott |
2022-08-25 |
delete person Hillary Griffin |
2022-08-25 |
delete person Melanie Guhit |
2022-08-25 |
delete person Shannon Temple |
2022-08-25 |
delete person William Perysian |
2022-08-25 |
delete person Zafar Ahsan |
2022-08-25 |
delete phone 425.709.2313 |
2022-08-25 |
insert address 1256 East Kingsley
Springfield, Missouri 65804 |
2022-08-25 |
insert address 131 4th Street East
Suite 320
Ketchum, Idaho 83340 |
2022-08-25 |
insert address 16150 Main Circle Drive
Suite 115
Chesterfield, Missouri 63017 |
2022-08-25 |
insert address 33 Lono Avenue
Suite 390
Kahului, Hawaii 96732 |
2022-08-25 |
insert address 3333 Piedmont Road
Suite 2010
Atlanta, Georgia 30305 |
2022-08-25 |
insert address 412 Main Street
Franklin, Tennessee 37064 |
2022-08-25 |
insert address 5550 Topanga Canyon Blvd
Suite 350
Woodland Hills, California 91367 |
2022-08-25 |
insert address 5800 West 84th Street
Suite 950
Bloomington, Minnesota 55437 |
2022-08-25 |
insert address 7234 Lancaster Pike
Suite 220A
Hockessin, Delaware 19707 |
2022-08-25 |
insert person Alexis Wilkinson |
2022-08-25 |
insert person Amy Van Lierop |
2022-08-25 |
insert person Benton Rowse |
2022-08-25 |
insert person Cameron Willcox |
2022-08-25 |
insert person Chelsy Nikolish |
2022-08-25 |
insert person Dennis J. Moore |
2022-08-25 |
insert person Ernest Neeley |
2022-08-25 |
insert person Garrett Parker |
2022-08-25 |
insert person Heather Carthy |
2022-08-25 |
insert person Jacob Lynch |
2022-08-25 |
insert person Jarrett Bare |
2022-08-25 |
insert person Joshua Fremit |
2022-08-25 |
insert person Lakshmi Mohindroo |
2022-08-25 |
insert person Lanie Nikes |
2022-08-25 |
insert person Lauren Harris |
2022-08-25 |
insert person Melody Manzanedo |
2022-08-25 |
insert person Michael Sharp |
2022-08-25 |
insert person Ryan Frankel |
2022-08-25 |
insert person Sonia Rodriguez |
2022-08-25 |
insert person Trisha Miller |
2022-08-25 |
insert person William Howard |
2022-08-25 |
insert person William S. "Stan" Bivin |
2022-08-25 |
insert phone 302.239.1654 |
2022-08-25 |
insert phone 404.893.4100 |
2022-08-25 |
insert phone 417.882.7283 |
2022-08-25 |
insert phone 615.771.1012 |
2022-08-25 |
insert phone 636.536.1800 |
2022-08-25 |
insert phone 818.713.8060 |
2022-08-25 |
insert phone 952.944.8250 |
2022-08-25 |
update person_description Alec Montoya => Alec Montoya |
2022-08-25 |
update person_description Aleksandra Simic => Aleksandra Simic |
2022-08-25 |
update person_title Anna Apodaca: Wealth Advisor, Director => Regional Vice President, Wealth Advisor |
2022-08-25 |
update person_title David Cain: Wealth Advisor => Regional Vice President, Wealth Advisor |
2022-08-25 |
update person_title Jacob Gee: Financial Planner => Associate Wealth Advisor |
2022-08-25 |
update person_title Ryan Overstreet: Wealth Advisor => Regional Vice President, Wealth Advisor |
2022-08-25 |
update person_title Sam Hume: Associate Wealth Advisor => Regional Vice President, Wealth Advisor |
2022-07-26 |
delete address 4440 PGA Boulevard
Suite 600
Palm Beach Gardens, Florida 33410 |
2022-07-26 |
delete person Adam Wager |
2022-07-26 |
delete person Claire Hahn |
2022-07-26 |
delete person Gabrielle Joiner |
2022-07-26 |
delete person Karen Nucci |
2022-07-26 |
delete person Laura Cuber |
2022-07-26 |
delete person Mitchell Phillips |
2022-07-26 |
delete person Reid Johnson |
2022-07-26 |
delete person Stephanie White |
2022-07-26 |
delete person Steven Schwartz |
2022-07-26 |
delete person Susan Evans |
2022-07-26 |
delete person Tiffany Garza |
2022-07-26 |
delete phone 561.408.5715 |
2022-07-26 |
insert address 2008 Stephenson Ave SW
Roanoke, Virginia 24014 |
2022-07-26 |
insert address 2985 Voyager Dr.
Green Bay, Wisconsin 54311 |
2022-07-26 |
insert address 412 S 14th St.
Ponca City Oklahoma 74601 |
2022-07-26 |
insert address 440 Montford Avenue
Asheville, North Carolina 28801 |
2022-07-26 |
insert address 590 W. Centre St.
Portage, Michigan 49024 |
2022-07-26 |
insert address 8180 Greensboro Dr, #1010
McLean, Virginia 22102 |
2022-07-26 |
insert address 965 Post Road East
Westport, Connecticut 06880 |
2022-07-26 |
insert person Aleksandra Simic |
2022-07-26 |
insert person Alexis Kibbe |
2022-07-26 |
insert person Anna Moseley |
2022-07-26 |
insert person Brent Kerstetter |
2022-07-26 |
insert person Camille McCalla |
2022-07-26 |
insert person Claudia Paluch |
2022-07-26 |
insert person Courtney Lavender |
2022-07-26 |
insert person Edgar Parrish |
2022-07-26 |
insert person Gabriel Tishelman |
2022-07-26 |
insert person Gregg G. Padilla |
2022-07-26 |
insert person Hillary Griffin |
2022-07-26 |
insert person Jade Warren |
2022-07-26 |
insert person Jake Wedemeyer |
2022-07-26 |
insert person Joy Kaczmarek |
2022-07-26 |
insert person Katherine Parrish |
2022-07-26 |
insert person Kathy Cain |
2022-07-26 |
insert person Kristen Cordell |
2022-07-26 |
insert person Liz Yunker |
2022-07-26 |
insert person Lorenzo Riley |
2022-07-26 |
insert person Lori Fellows |
2022-07-26 |
insert person Luana Puglisi |
2022-07-26 |
insert person Madi Bradley |
2022-07-26 |
insert person Mario Tamasi |
2022-07-26 |
insert person Michael Sohmer |
2022-07-26 |
insert person Nick Bond |
2022-07-26 |
insert person Robert A. Medvey |
2022-07-26 |
insert person Rubi Contreras |
2022-07-26 |
insert person Scott Williams |
2022-07-26 |
insert person Tami Leffingwell |
2022-07-26 |
insert person Todd Sanford |
2022-07-26 |
insert person William Sands |
2022-07-26 |
insert phone 203.222.3575 |
2022-07-26 |
insert phone 269.488.6900 |
2022-07-26 |
insert phone 540.204.9310 |
2022-07-26 |
insert phone 580.762.1121 |
2022-07-26 |
insert phone 703.773.2474 |
2022-07-26 |
insert phone 828.285.8777 |
2022-07-26 |
insert phone 920.496.7926 |
2022-07-26 |
update person_description Alexander Cote => Alexander Cote |
2022-07-26 |
update person_title Alexander Cote: Portfolio Manager; Portfolio Analyst in the Investment Strategy Group at Mercer Advisors => Portfolio Manager |
2022-07-26 |
update person_title Anuska Kovalcheck: Client Service Specialist => Financial Planner |
2022-07-26 |
update person_title Maeve Schmid: Financial Planner => Associate Wealth Advisor |
2022-07-26 |
update person_title Renée Pichette: Associate Wealth Advisor => Wealth Advisor |
2022-06-24 |
delete managingdirector Mark S. Germain |
2022-06-24 |
delete otherexecutives Douglas Gilbert |
2022-06-24 |
insert otherexecutives Paul Barlow |
2022-06-24 |
delete person Angel Colon |
2022-06-24 |
delete person Catherine Franklin |
2022-06-24 |
delete person Craig W. Hart |
2022-06-24 |
delete person Jackie Dohse |
2022-06-24 |
delete person Joanna Grier |
2022-06-24 |
delete person Linette Dobbins |
2022-06-24 |
delete person Mark S. Germain |
2022-06-24 |
delete person Michelle Thompson |
2022-06-24 |
delete person Nathan Brammer |
2022-06-24 |
insert address 1250 Ironwood Drive
Suite 110
Coeur d'Alene, Idaho 83814 |
2022-06-24 |
insert address 130C Linden Oaks
Rochester, New York 14625 |
2022-06-24 |
insert address 310 West Front Street
Suite 308
Traverse City, Michigan 49684 |
2022-06-24 |
insert person Aleesha Grimes |
2022-06-24 |
insert person Alexandra Mendoza |
2022-06-24 |
insert person Andrea Sunada |
2022-06-24 |
insert person Brittnae Olasehinde |
2022-06-24 |
insert person David Krakauer |
2022-06-24 |
insert person Gracie Horton |
2022-06-24 |
insert person Jaclyn Aragon |
2022-06-24 |
insert person Joanna Geier |
2022-06-24 |
insert person Kobrah McFaden |
2022-06-24 |
insert person Mariah Rason |
2022-06-24 |
insert person Mattijs Ossorio |
2022-06-24 |
insert person Morgan Buckridge |
2022-06-24 |
insert person Paul Barlow |
2022-06-24 |
insert person Sloan Petereit |
2022-06-24 |
insert person Will Lupfer |
2022-06-24 |
insert phone 585.264.1658 |
2022-06-24 |
update person_title Anna Apodaca: Wealth Advisor => Wealth Advisor, Director |
2022-06-24 |
update person_title Clay Evans: Financial Planner => Associate Wealth Advisor |
2022-06-24 |
update person_title Connor Thomas: Financial Planner => Associate Wealth Advisor |
2022-06-24 |
update person_title David Barton: M & a Leader => Vice Chairman, Mergers & Acquisitions Deal Team Leader |
2022-06-24 |
update person_title Douglas Gilbert: Regional Vice President; Member of the Your Boulder Team => Member of the Your Denver Team; Member of the Your Ames Team; Senior Vice President, Sales; Member of the Your Boulder Team |
2022-06-24 |
update person_title Jackie Schlup: Financial Planner => Associate Wealth Advisor |
2022-05-24 |
delete person Brenda Garcia |
2022-05-24 |
delete person Carter Brower |
2022-05-24 |
delete person Chris Houghton |
2022-05-24 |
delete person Julianne Andrews |
2022-05-24 |
delete person Terry Bobo |
2022-05-24 |
insert address 1 Horizon Court
Suite A
Rockwall, Texas 75032 |
2022-05-24 |
insert person Bernie Salamone |
2022-05-24 |
insert person Carol Maloney |
2022-05-24 |
insert person Dave Mirsky |
2022-05-24 |
insert person David Riffe |
2022-05-24 |
insert person Jackie Dohse |
2022-05-24 |
insert person Janice Donovan |
2022-05-24 |
insert person Jesse Jackson |
2022-05-24 |
insert person Josh Davis |
2022-05-24 |
insert person Mary McElligott |
2022-05-24 |
insert person Melissa Allen |
2022-05-24 |
insert person Monica Hernandez |
2022-05-24 |
insert phone 214.771.3363 |
2022-05-24 |
insert phone 615.771.1012 |
2022-05-24 |
update person_title Danny Polyakov: Member of the Your Beverly Hills Team; Client Service Specialist => Member of the Your Beverly Hills Team; Associate Financial Planner |
2022-05-24 |
update person_title Mary Jean Short: Tax Specialist => Client Service Specialist |
2022-05-24 |
update person_title Remi Hock: Client Service Specialist => Portfolio Analyst |
2022-05-24 |
update person_title Steven Crevar: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
delete chro Samantha Elder |
2022-04-22 |
delete otherexecutives Andrew Paine |
2022-04-22 |
delete otherexecutives Ben Bramer |
2022-04-22 |
delete otherexecutives Brendan Reidy |
2022-04-22 |
delete otherexecutives Paul Seidman |
2022-04-22 |
insert otherexecutives Andy Farah |
2022-04-22 |
insert otherexecutives Brian Oberle |
2022-04-22 |
insert otherexecutives Chase Carmichael |
2022-04-22 |
insert otherexecutives Erica Weiser |
2022-04-22 |
insert otherexecutives J.J. Boot |
2022-04-22 |
insert otherexecutives Lisa Goodman |
2022-04-22 |
insert otherexecutives Rodney Alvarado |
2022-04-22 |
delete address 100 Pringle Avenue
Suite 320
Walnut Creek, California 94596 |
2022-04-22 |
delete address 111 Cass Street
Traverse City, Michigan 49684 |
2022-04-22 |
delete address 121 Southwest Morrison Street
Suite 800
Portland, Oregon 97204 |
2022-04-22 |
delete address 151 Kalmus Drive,
Suite H-7
Costa Mesa, California 92626 |
2022-04-22 |
delete address 2155 Jackson Avenue
Ann Arbor, Michigan 48103 |
2022-04-22 |
delete address 410 Central Avenue
Suite 517
Great Falls, Montana 59401 |
2022-04-22 |
delete address 4208 Six Forks Road
Suite 1000
Raleigh, North Carolina 27609 |
2022-04-22 |
delete address 4800 Juan Tabo Blvd NE
Suite D
Albuquerque, New Mexico 87111 |
2022-04-22 |
delete address 4800 Juan Tabo Boulevard Northeast
Suite D
Albuquerque, New Mexico 87111 |
2022-04-22 |
delete address 6720 North Scottsdale Road
Suite 212
Scottsdale, Arizona 85253-4426 |
2022-04-22 |
delete address 701 E Front Ave
Suite 101
Coeur d'Alene, Idaho 83814 |
2022-04-22 |
delete address 7033 East Greenway Parkway
Suite 205
Scottsdale, Arizona 85254 |
2022-04-22 |
delete address 901 South MoPac Expressway
Barton Oaks Plaza II, Suite 270
Austin, TX 78746 |
2022-04-22 |
delete address 901 South MoPac Expressway
Building II, Suite 270
Austin, Texas 78746 |
2022-04-22 |
delete address 970 Lake Carillon Drive Feather Sound
Suite 300
St. Petersburg, Florida 33716 |
2022-04-22 |
delete person Adam Stanowick |
2022-04-22 |
delete person Alan Weiss |
2022-04-22 |
delete person Albert Barsanti |
2022-04-22 |
delete person Alexis Bustillos |
2022-04-22 |
delete person Andrew Barnes |
2022-04-22 |
delete person Andrew Crim |
2022-04-22 |
delete person Andrew Paine |
2022-04-22 |
delete person Austin Tanner |
2022-04-22 |
delete person Barry Newman |
2022-04-22 |
delete person Ben Bramer |
2022-04-22 |
delete person Bernadette Mitchell |
2022-04-22 |
delete person Brendan Reidy |
2022-04-22 |
delete person Brooks Allen |
2022-04-22 |
delete person Carlos Hernandez |
2022-04-22 |
delete person Chanelle Van Pelt |
2022-04-22 |
delete person Colby Ripsam |
2022-04-22 |
delete person Dana Albizri |
2022-04-22 |
delete person Daniel Lime |
2022-04-22 |
delete person Donna Skeels Cygan |
2022-04-22 |
delete person Emily Meier |
2022-04-22 |
delete person Erica J. Clark |
2022-04-22 |
delete person Federico Avendano |
2022-04-22 |
delete person Frank Piccolo |
2022-04-22 |
delete person Frederick M. Hanish |
2022-04-22 |
delete person Gale Flores |
2022-04-22 |
delete person Heather Aragona |
2022-04-22 |
delete person Jacob Jaegle |
2022-04-22 |
delete person Jacqueline D. Adler |
2022-04-22 |
delete person Jamie Stone |
2022-04-22 |
delete person Javier Solis |
2022-04-22 |
delete person Jeremy Moniz |
2022-04-22 |
delete person Joanna Hsu |
2022-04-22 |
delete person John McAuliffe |
2022-04-22 |
delete person Joshua Fremit |
2022-04-22 |
delete person Justin Do |
2022-04-22 |
delete person Kelly Woodward |
2022-04-22 |
delete person Kevin D. Lehinger |
2022-04-22 |
delete person Kseniya Ribeiro |
2022-04-22 |
delete person Lambert Batongbacal |
2022-04-22 |
delete person Linette Barajas |
2022-04-22 |
delete person Lisa Corboy |
2022-04-22 |
delete person Lonnie Dorn |
2022-04-22 |
delete person Madison Taneja |
2022-04-22 |
delete person Mark Falamoun |
2022-04-22 |
delete person Mark J. Smith |
2022-04-22 |
delete person Maunsel Hickey |
2022-04-22 |
delete person Melanie J. Keiser |
2022-04-22 |
delete person Melissa Dresnok |
2022-04-22 |
delete person Michael Halloran |
2022-04-22 |
delete person Monica Wray |
2022-04-22 |
delete person Nicole Caron |
2022-04-22 |
delete person Paola Ramos |
2022-04-22 |
delete person Remington Hasty |
2022-04-22 |
delete person Rick Baran |
2022-04-22 |
delete person Robert Borden |
2022-04-22 |
delete person Samantha Elder |
2022-04-22 |
delete person Satchel Ziffer |
2022-04-22 |
delete person Shane Rowan |
2022-04-22 |
delete person Sophia Berglund |
2022-04-22 |
delete person Stephanie Anderson |
2022-04-22 |
delete person Trace Alexander |
2022-04-22 |
delete person Zach Klopp |
2022-04-22 |
delete person Zachary Perret |
2022-04-22 |
delete person Zachery Wingate |
2022-04-22 |
delete phone 208.714.0812 |
2022-04-22 |
delete phone 231.929.4500 |
2022-04-22 |
delete phone 406.727.2165 |
2022-04-22 |
delete phone 480.421.2660 |
2022-04-22 |
delete phone 714.434.6900 |
2022-04-22 |
delete phone 727.614.4333 |
2022-04-22 |
delete phone 734.213.1390 |
2022-04-22 |
delete phone 857.378.1140 |
2022-04-22 |
insert address 100 Pringle Avenue
Suite 310
Walnut Creek, California 94596 |
2022-04-22 |
insert address 11 10th Avenue
Kirkland, Washington 98033 |
2022-04-22 |
insert address 121 Southwest Morrison Street
Suite 910
Portland, Oregon 97204 |
2022-04-22 |
insert address 12455 SW 68th Avenue
Portland, Oregon 97223 |
2022-04-22 |
insert address 6565 Americas Parkway NE
Suite #200
Albuquerque, New Mexico 87110 |
2022-04-22 |
insert address 7033 East Greenway Parkway
Suite 290
Scottsdale, Arizona 85254 |
2022-04-22 |
insert address 8117 Preston Road #700
Dallas, Texas 75225 |
2022-04-22 |
insert address 8352 Six Forks Rd
#201
Raleigh, North Carolina 27615 |
2022-04-22 |
insert address 901 S. MoPac Expy
Barton Oaks Plaza 2, Suite 270
Austin, Texas 78746 |
2022-04-22 |
insert person Aaron Boyce |
2022-04-22 |
insert person Alec Schneider |
2022-04-22 |
insert person Amy Boyd |
2022-04-22 |
insert person Andrew Nurse |
2022-04-22 |
insert person Andy Farah |
2022-04-22 |
insert person Anna Apodaca |
2022-04-22 |
insert person Art Haws |
2022-04-22 |
insert person Blanca Ceja |
2022-04-22 |
insert person Brandon Williams |
2022-04-22 |
insert person Brian Oberle |
2022-04-22 |
insert person Carl Kunhardt |
2022-04-22 |
insert person Carolyn Ann Muller |
2022-04-22 |
insert person Carrie Beede |
2022-04-22 |
insert person Carter Brower |
2022-04-22 |
insert person Chabelly Gurrola |
2022-04-22 |
insert person Chandler Ferguson |
2022-04-22 |
insert person Charlene Miller |
2022-04-22 |
insert person Charles Mardock |
2022-04-22 |
insert person Chase Carmichael |
2022-04-22 |
insert person Cherice Peoples |
2022-04-22 |
insert person Chris Houghton |
2022-04-22 |
insert person Chris Young |
2022-04-22 |
insert person Christopher Posey |
2022-04-22 |
insert person Clay Evans |
2022-04-22 |
insert person Connor Thomas |
2022-04-22 |
insert person Courtney Foley |
2022-04-22 |
insert person Danny Polyakov |
2022-04-22 |
insert person David Cain |
2022-04-22 |
insert person David Hardenbergh |
2022-04-22 |
insert person David Rich |
2022-04-22 |
insert person David Simpson |
2022-04-22 |
insert person Dionisio Meneses |
2022-04-22 |
insert person Erica Weiser |
2022-04-22 |
insert person Erin Larsen |
2022-04-22 |
insert person Erin Wheatcraft |
2022-04-22 |
insert person Evan Fingert |
2022-04-22 |
insert person Felisha Buchinger |
2022-04-22 |
insert person Frances Hymiller |
2022-04-22 |
insert person Gerardo Zapata |
2022-04-22 |
insert person Haley Griffin |
2022-04-22 |
insert person Harper Sample |
2022-04-22 |
insert person Hunter D. Zick |
2022-04-22 |
insert person Ian Freemire |
2022-04-22 |
insert person Ignatius D'Anna |
2022-04-22 |
insert person Isaac Babalola |
2022-04-22 |
insert person Jackie Schlup |
2022-04-22 |
insert person Jacques Jagr |
2022-04-22 |
insert person James Parker |
2022-04-22 |
insert person Jane Castro |
2022-04-22 |
insert person Jedd Nicolas |
2022-04-22 |
insert person Jeff Giguere |
2022-04-22 |
insert person Jenna Taylor |
2022-04-22 |
insert person Jigisha Dahagam |
2022-04-22 |
insert person Joanna Grier |
2022-04-22 |
insert person John Voralik |
2022-04-22 |
insert person Jonah Tinajero |
2022-04-22 |
insert person Judy Howard |
2022-04-22 |
insert person Julia Messineo |
2022-04-22 |
insert person Justin Cramer |
2022-04-22 |
insert person Kali Dunn |
2022-04-22 |
insert person Kalita Blessing |
2022-04-22 |
insert person Karen Nucci |
2022-04-22 |
insert person Kate DeGiorgi |
2022-04-22 |
insert person Kelly Rosa |
2022-04-22 |
insert person Kent Davis |
2022-04-22 |
insert person Kyndal Howard |
2022-04-22 |
insert person Lavanda Malveaux |
2022-04-22 |
insert person Lindsey Wetzel |
2022-04-22 |
insert person Lisa Butler |
2022-04-22 |
insert person Lisa Goodman |
2022-04-22 |
insert person Logan Donovan |
2022-04-22 |
insert person Marcela Carreon |
2022-04-22 |
insert person Marla Barnard |
2022-04-22 |
insert person Mary Hoskins |
2022-04-22 |
insert person Matthew Moore |
2022-04-22 |
insert person Max Wrenn |
2022-04-22 |
insert person Meg O'Brien |
2022-04-22 |
insert person Meredith Maller |
2022-04-22 |
insert person Michael O'Brien |
2022-04-22 |
insert person Michelle Ottoboni |
2022-04-22 |
insert person Morwenna Borden |
2022-04-22 |
insert person Mychelle Malveaux |
2022-04-22 |
insert person Nicole Miller |
2022-04-22 |
insert person Nikki Ivins |
2022-04-22 |
insert person Nita O'Neal |
2022-04-22 |
insert person Parker Landolf |
2022-04-22 |
insert person Paul Petrosino |
2022-04-22 |
insert person Peter Lovberg |
2022-04-22 |
insert person Porche Bradley |
2022-04-22 |
insert person Rebecca Evans |
2022-04-22 |
insert person Rebecca Wolman |
2022-04-22 |
insert person Reid Johnson |
2022-04-22 |
insert person Remi Hock |
2022-04-22 |
insert person Rob Cox |
2022-04-22 |
insert person Rodney Alvarado |
2022-04-22 |
insert person Ryan Overstreet |
2022-04-22 |
insert person Ryan Weichman |
2022-04-22 |
insert person Sam Hume |
2022-04-22 |
insert person Schane Goheen |
2022-04-22 |
insert person Scott Hancock |
2022-04-22 |
insert person Sean O'Connor |
2022-04-22 |
insert person Sharon Littell |
2022-04-22 |
insert person Sonja Borda |
2022-04-22 |
insert person Sonya Mincy |
2022-04-22 |
insert person Stefanie Leighter |
2022-04-22 |
insert person Stella Doyle |
2022-04-22 |
insert person Steven Schneider |
2022-04-22 |
insert person Theresa Bedard |
2022-04-22 |
insert person Tiffany Garza |
2022-04-22 |
insert person Trace Winn |
2022-04-22 |
insert person W. Cam Goodwin |
2022-04-22 |
insert person Wendy Reeves |
2022-04-22 |
insert person William Montijo |
2022-04-22 |
insert person Yesenia Ramirez |
2022-04-22 |
insert person Zafar Ahsan |
2022-04-22 |
insert phone 214.691.6090 |
2022-04-22 |
insert phone 425.822.8122 |
2022-04-22 |
insert phone 503.597.2222 |
2022-04-22 |
insert phone 919.848.9999 |
2022-04-22 |
update person_title Alec Montoya: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
update person_title Alexander Cote: Portfolio Analyst => Portfolio Manager; Portfolio Analyst in the Investment Strategy Group at Mercer Advisors |
2022-04-22 |
update person_title Alexander Doyle: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
update person_title Amber Adams: Client Service Specialist => Senior Client Service Specialist |
2022-04-22 |
update person_title Andrew Beck: Associate; Regional Vice President => Regional Vice President |
2022-04-22 |
update person_title Andrew Medders: Senior Client Advisor & Sales => Wealth Advisor |
2022-04-22 |
update person_title Andrew Shannon: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
update person_title Angela Fernandez: Client Service Coordinator => Client Service Specialist |
2022-04-22 |
update person_title Angela Tucker: Operations Specialist => Operations Manager |
2022-04-22 |
update person_title Ashlee Chu Hewitt: Tax Advisor => Senior Tax Advisor; Member of the Your Camarillo Team |
2022-04-22 |
update person_title Barry Cohen: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
update person_title Ben Gyulambaryan: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
update person_title Ben Lim: Senior Tax Advisor => Tax Manager |
2022-04-22 |
update person_title Bobby Arenivas: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
update person_title Bradley Anderson: Financial Planner => Associate Wealth Advisor |
2022-04-22 |
update person_title Brian Abatemarco: Associate; Regional Vice President => Regional Vice President |
2022-04-22 |
update person_title Brianna Becker: Law Clerk - Estate Planning => Associate Estate Planning Attorney; Member of the Your Denver Team |
2022-04-22 |
update person_title Brittany Doyle: Client Service Manager => Regional Service Manager |
2022-04-22 |
update person_title Bryan Strike: Senior Client Advisor & Financial Planning Manager => Senior Wealth Strategist |
2022-04-22 |
update person_title CJ Smith: Financial Planner => Wealth Advisor |
2022-04-22 |
update person_title Cathy Hoang: Portfolio Operations Specialist => Senior Portfolio Operations Specialist |
2022-04-22 |
update person_title Chris Rogers: Client Service Specialist; Senior Vice President, Client Portfolio Manager => Client Service Specialist |
2022-04-22 |
update person_title Christopher S. Murphy: Associate Financial Planner => Financial Planner |
2022-04-22 |
update person_title Dane Sauer: Wealth Advisor => Wealth Advisor, Director |
2022-04-22 |
update person_title Daniel Epstein: Director, Income Tax => Senior Tax Director |
2022-04-22 |
update person_title Daniel Morr: Account Operations Specialist => Senior Account Operations Specialist |
2022-04-22 |
update person_title Danielle Frazier: Client Service Specialist => Regional Service Manager |
2022-04-22 |
update person_title Danielle Read: Legal Assistant => Member of the Your Denver Team; Senior Legal Assistant |
2022-04-22 |
update person_title Dedrick Lee II: Legal Assistant => Senior Legal Assistant |
2022-04-22 |
update person_title Emily Messegee: Wealth Advisor => Member of the Your Denver Team; Wealth Advisor, Director |
2022-04-22 |
update person_title Garrett Cauley: Insurance Operations Specialist => Insurance Advisor |
2022-04-22 |
update person_title Grace Bossert: Client Service Specialist => Associate Financial Planner |
2022-04-22 |
update person_title Heather Jenkins Capps: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
update person_title J.J. Boot: Inside Sales Associate => Associate; Regional Vice President |
2022-04-22 |
update person_title Jacob Gee: Client Service Specialist => Financial Planner |
2022-04-22 |
update person_title James Roundy: Financial Planner => Associate Wealth Advisor |
2022-04-22 |
update person_title James Telfer: Client Service Specialist => Financial Planner |
2022-04-22 |
update person_title James Werner: Regional Sales Associate => Senior Regional Sales Associate; Member of the Your Fairport Team |
2022-04-22 |
update person_title Jaron Carmichael: Wealth Advisor => Director of Retirement Group, Wealth Advisor |
2022-04-22 |
update person_title Jasna Veledar: Estate Planning Attorney => Member of the Your Denver Team; Lead Estate Planning Attorney |
2022-04-22 |
update person_title Jason O'Meara: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
update person_title Jennifer Baick: Director of Financial Planning => Senior Director, Financial Planning Group |
2022-04-22 |
update person_title Jim Czirr: Wealth Advisor => Wealth Advisor, Director |
2022-04-22 |
update person_title John Lee: Portfolio Accounting Specialist => Senior Portfolio Accounting Specialist |
2022-04-22 |
update person_title Justin Shane: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
update person_title Karrie Spencer: Wealth Advisor => Wealth Advisor, Director |
2022-04-22 |
update person_title Kristen Comeau: Associate; Regional Vice President => Regional Vice President; Member of the Your Boulder Team |
2022-04-22 |
update person_title Laura Thompson: Senior Regional Sales Associate => Senior Regional Sales Associate, Manager |
2022-04-22 |
update person_title Linda S. Ames Lyons: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
update person_title Lindsay Black: Associate Financial Planner => Associate Wealth Advisor, Retirement Plans |
2022-04-22 |
update person_title Logan L. Baker: Vice President, Estate Planning => Lead, Senior Wealth Strategist |
2022-04-22 |
update person_title Luc Ceci: Financial Planner => Associate Wealth Advisor |
2022-04-22 |
update person_title Mark Doran: Senior Tax Director => Senior Vice President, Tax |
2022-04-22 |
update person_title Mark Eshman: Wealth Advisor, Director => Director of Foundations and Endowments Group, Senior Wealth Advisor |
2022-04-22 |
update person_title Mary Hamshou: Client Service Specialist => Regional Service Manager |
2022-04-22 |
update person_title Mary Jean Short: Client Service Specialist => Tax Specialist |
2022-04-22 |
update person_title Matthew McCarthy: Senior Tax Advisor => Tax Manager |
2022-04-22 |
update person_title Matthew Truckner: Senior Tax Advisor => Tax Manager; Member of the Your Camarillo Team |
2022-04-22 |
update person_title Mendim Gecaj: Financial Planner => Wealth Advisor |
2022-04-22 |
update person_title Mitchell Windemuller: Associate Trader => Senior Trader |
2022-04-22 |
update person_title Nancy R. Hudak: Lead Client Service Specialist => Regional Service Manager |
2022-04-22 |
update person_title Nicole Mosley: Associate Financial Planner => Financial Planner |
2022-04-22 |
update person_title Paul Seidman: Regional Vice President => Senior Vice President, Institutional Sales |
2022-04-22 |
update person_title Phillip Miodowski: Client Service Specialist => Portfolio Analyst |
2022-04-22 |
update person_title Phillip Swenson: Associate Wealth Advisor => Wealth Advisor |
2022-04-22 |
update person_title Rebekah Burns: Financial Planner => Associate Wealth Advisor |
2022-04-22 |
update person_title Roain Saunders: Associate Financial Planner => Financial Planner |
2022-04-22 |
update person_title Scott Weigel: Client Service Specialist => Member of the Your Boca Raton Team; Associate Wealth Advisor |
2022-04-22 |
update person_title Sheree Leonatti: Legal Assistant => Member of the Your Denver Team; Estate Planning Paralegal |
2022-04-22 |
update person_title Stacie Hostetler: Manager of Operations; Member of the Your Ames Team => Client Service Specialist; Member of the Your Ames Team |
2022-04-22 |
update person_title Stefani Kohler: Associate Financial Planner => Financial Planner |
2022-04-22 |
update person_title Stephen Bauer: Client Solutions Representative => Financial Planner; CST, Financial Planner |
2022-04-22 |
update person_title Stevan Downs: Senior Tax Advisor => Tax Manager |
2022-04-22 |
update person_title Steve Roberts: Wealth Advisor, Director => Wealth Advisor |
2022-04-22 |
update person_title Susan Evans: Client Service Specialist => Associate Financial Planner |
2022-04-22 |
update person_title Susy Gibo: Regional Sales Associate => Senior Regional Sales Associate; Member of the Your Albuquerque Team |
2022-04-22 |
update person_title Tanya Thomasson: Regional Operations Manager and Financial Planner => Regional Service Manager |
2022-04-22 |
update person_title William McNutt: Financial Planner => Associate Wealth Advisor |
2021-09-07 |
delete otherexecutives Robert Toomire |
2021-09-07 |
insert otherexecutives Ben Bramer |
2021-09-07 |
insert otherexecutives Chris Jameson |
2021-09-07 |
insert otherexecutives Ernie George |
2021-09-07 |
delete address 1700 South El Camino Real
Suite 200
San Mateo, California 94402 |
2021-09-07 |
delete person Charles Crowley IV |
2021-09-07 |
delete person James Pullen Jr. |
2021-09-07 |
delete person Julie Manning |
2021-09-07 |
delete person Karla Castillo |
2021-09-07 |
delete person Lindsay West |
2021-09-07 |
delete person Lori Bodenhamer |
2021-09-07 |
delete person Robert Toomire |
2021-09-07 |
delete person Serena Colvin |
2021-09-07 |
delete person Yisen Cai |
2021-09-07 |
delete phone 650.571.8888 |
2021-09-07 |
insert address 102 South Jackson Street
Starkville, Mississippi 39759 |
2021-09-07 |
insert person Adam Wager |
2021-09-07 |
insert person Alan Davis |
2021-09-07 |
insert person Alexander Cote |
2021-09-07 |
insert person Ben Bramer |
2021-09-07 |
insert person Brad White |
2021-09-07 |
insert person Brennan Wehrle |
2021-09-07 |
insert person Brian Jellig |
2021-09-07 |
insert person Brittani Woodruff |
2021-09-07 |
insert person Cameron Holt |
2021-09-07 |
insert person Cathy Hoang |
2021-09-07 |
insert person Chris Jameson |
2021-09-07 |
insert person Craig Weidenfeller |
2021-09-07 |
insert person Daniel Maurer |
2021-09-07 |
insert person Daniel Morr |
2021-09-07 |
insert person David Hamilton |
2021-09-07 |
insert person David Maniola |
2021-09-07 |
insert person Erica Luchetti |
2021-09-07 |
insert person Erin Neece |
2021-09-07 |
insert person Erin Olsen |
2021-09-07 |
insert person Ernie George |
2021-09-07 |
insert person Garrett Cauley |
2021-09-07 |
insert person Henry Lao |
2021-09-07 |
insert person Hisham Haddad |
2021-09-07 |
insert person James Roundy |
2021-09-07 |
insert person Janis Biggers |
2021-09-07 |
insert person Jennifer Currin Gutridge |
2021-09-07 |
insert person Jim Czirr |
2021-09-07 |
insert person John Lee |
2021-09-07 |
insert person Jordan Cowart |
2021-09-07 |
insert person Judith A. McGee |
2021-09-07 |
insert person Katie Iglay |
2021-09-07 |
insert person Kaya Law |
2021-09-07 |
insert person Ken Bobadilla |
2021-09-07 |
insert person Kirk Bjorn |
2021-09-07 |
insert person Krista Rich |
2021-09-07 |
insert person Lambert Batongbacal |
2021-09-07 |
insert person Laurie Macielinski |
2021-09-07 |
insert person Lily Robertson |
2021-09-07 |
insert person Linette Barajas |
2021-09-07 |
insert person Linette Dobbins |
2021-09-07 |
insert person Melissa Hedges |
2021-09-07 |
insert person Micah Cummins |
2021-09-07 |
insert person Michael Halloran |
2021-09-07 |
insert person Michael Uyemura |
2021-09-07 |
insert person Michon McCabe |
2021-09-07 |
insert person Mike Hewel |
2021-09-07 |
insert person Mitchell Windemuller |
2021-09-07 |
insert person Nicholas Cathcart |
2021-09-07 |
insert person Pat Wynne |
2021-09-07 |
insert person Patrick Comer |
2021-09-07 |
insert person Paul Seigle |
2021-09-07 |
insert person Raphael Aziz |
2021-09-07 |
insert person Rebecca Rushton |
2021-09-07 |
insert person Samuel Bennett |
2021-09-07 |
insert person Sandee Mapp |
2021-09-07 |
insert person Sarah Elise Berry |
2021-09-07 |
insert person Satchel Ziffer |
2021-09-07 |
insert person Shannon Temple |
2021-09-07 |
insert person Stephanie White |
2021-09-07 |
insert person Stephen Prinster |
2021-09-07 |
insert person Tim Cengia |
2021-09-07 |
insert person Trace Alexander |
2021-09-07 |
insert person Tristan Pohren |
2021-09-07 |
insert person Veronica Rozales |
2021-09-07 |
insert person Vickie Willard |
2021-09-07 |
insert person Yvette Angora |
2021-09-07 |
insert person Zach Klopp |
2021-09-07 |
insert person Zachary Perret |
2021-09-07 |
insert phone 800.810.1091 |
2021-09-07 |
update person_title Mark Eshman: Client Advisor and Branch Manager => Wealth Advisor, Director |
2021-09-07 |
update person_title Tessa Bonifacio: Investment Administrator => Portfolio Analyst |
2021-07-21 |
delete evp Al Zdenek |
2021-07-21 |
delete managingdirector Nicholas Semko |
2021-07-21 |
delete managingdirector Randy Magdaluyo |
2021-07-21 |
delete managingdirector William Perysian |
2021-07-21 |
delete otherexecutives Devin Farrow |
2021-07-21 |
delete otherexecutives Karen Lee |
2021-07-21 |
delete personal_emails aa..@merceradvisors.com |
2021-07-21 |
delete personal_emails ad..@merceradvisors.com |
2021-07-21 |
delete personal_emails al..@merceradvisors.com |
2021-07-21 |
delete personal_emails al..@merceradvisors.com |
2021-07-21 |
delete personal_emails ch..@merceradvisors.com |
2021-07-21 |
delete svp Bill Berg |
2021-07-21 |
delete svp Harmon Laurin |
2021-07-21 |
delete svp James Everitt |
2021-07-21 |
delete svp Mark Eshman |
2021-07-21 |
delete svp Timothy Wylder |
2021-07-21 |
insert managingdirector Brian Picariello |
2021-07-21 |
insert otherexecutives Corey Bird |
2021-07-21 |
delete address 10040 Regency Circle
Suite 310
Omaha, Nebraska 68114 |
2021-07-21 |
delete address 444 Hana Highway
Suite D
Kahului, Hawaii 96732 |
2021-07-21 |
delete address 505 Main Street
Suite 214
Hackensack, New Jersey 07601 |
2021-07-21 |
delete address 9171 Towne Centre Drive
Suite 250
San Diego, California 92122 |
2021-07-21 |
delete email aa..@merceradvisors.com |
2021-07-21 |
delete email ad..@merceradvisors.com |
2021-07-21 |
delete email ad..@merceradvisors.com |
2021-07-21 |
delete email ad..@merceradvisors.com |
2021-07-21 |
delete email al..@merceradvisors.com |
2021-07-21 |
delete email al..@merceradvisors.com |
2021-07-21 |
delete email ch..@merceradvisors.com |
2021-07-21 |
delete person Adela Africano |
2021-07-21 |
delete person Al Zdenek |
2021-07-21 |
delete person Cary Shaw |
2021-07-21 |
delete person David DeVita |
2021-07-21 |
delete person Ezequiel Aviles |
2021-07-21 |
delete person Greg A. Willsey |
2021-07-21 |
delete person Jesse Jimerson |
2021-07-21 |
delete person Katelyn "Tyler" Garbers |
2021-07-21 |
delete person Kevin Jimeno |
2021-07-21 |
delete person Lisa Hensley |
2021-07-21 |
delete person Melissa Pinkerton |
2021-07-21 |
delete person Michael Karon |
2021-07-21 |
delete person Paul Seigle |
2021-07-21 |
delete person Susan A. Crawford Pilon |
2021-07-21 |
delete person Tiffany Stokes |
2021-07-21 |
delete person Timothy Wylder |
2021-07-21 |
delete person Tristan Pohren |
2021-07-21 |
delete phone 201.447.9500 |
2021-07-21 |
insert address 260 Regency Parkway Drive
Suite 113
Omaha, Nebraska 68114 |
2021-07-21 |
insert address 5901-B Peachtree Dunwoody Road
Suite 275
Atlanta, Georgia 30328 |
2021-07-21 |
insert address 9740 Appaloosa Road
Suite 150
San Diego, California 92131 |
2021-07-21 |
insert email ah..@merceradvisors.com |
2021-07-21 |
insert email al..@merceradvisors.com |
2021-07-21 |
insert email al..@merceradvisors.com |
2021-07-21 |
insert email am..@merceradvisors.com |
2021-07-21 |
insert email am..@merceradvisors.com |
2021-07-21 |
insert email as..@merceradvisors.com |
2021-07-21 |
insert email ch..@merceradvisors.com |
2021-07-21 |
insert person Ally Keasler |
2021-07-21 |
insert person Andrew Shannon |
2021-07-21 |
insert person Angela Fernandez |
2021-07-21 |
insert person Anuska Kovalcheck |
2021-07-21 |
insert person Ben Lim |
2021-07-21 |
insert person Cathy Miller |
2021-07-21 |
insert person Charles Crowley IV |
2021-07-21 |
insert person Christopher Blackmon |
2021-07-21 |
insert person Denisse Mendez |
2021-07-21 |
insert person Harrison Fant |
2021-07-21 |
insert person James Pullen Jr. |
2021-07-21 |
insert person Julianne Andrews |
2021-07-21 |
insert person Julie Manning |
2021-07-21 |
insert person Lacy Hartzler |
2021-07-21 |
insert person Lissy Schaefer |
2021-07-21 |
insert person Madison Taneja |
2021-07-21 |
insert person Madison Underwood |
2021-07-21 |
insert person Mariana Battista |
2021-07-21 |
insert person Michelle Thompson |
2021-07-21 |
insert person Mitchell Phillips |
2021-07-21 |
insert person Nicole Caron |
2021-07-21 |
insert person Rick Henderson |
2021-07-21 |
insert person Sophia Berglund |
2021-07-21 |
insert person Wendy Murphy |
2021-07-21 |
insert person Zeke Aviles |
2021-07-21 |
insert phone 770.261.5380 |
2021-07-21 |
update person_title Adam Stanowick: Associate Financial Planner => Financial Planning Analyst |
2021-07-21 |
update person_title Alan McKnight: Client Advisor; DBA, CFP® => Wealth Advisor; DBA, CFP® |
2021-07-21 |
update person_title Alex Kimura: Member of the Your Beverly Hills Team; Client Advisor and Branch Manager => Wealth Advisor, Director |
2021-07-21 |
update person_title Andra Reason: Branch Manager and Client Advisor; Member of the Your Ames Team => Member of the Your Ames Team; Wealth Advisor, Director |
2021-07-21 |
update person_title Andrew Barnes: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Andrew Medders: Client Advisor => Senior Client Advisor & Sales |
2021-07-21 |
update person_title Austin Tanner: Client Service Specialist; Member of the Your Boca Raton Team => Associate Financial Planner |
2021-07-21 |
update person_title Bennet Thonakkara: Client Advisor and Branch Manager => Wealth Advisor, Director |
2021-07-21 |
update person_title Bill Berg: Senior Vice President; Senior Portfolio Manager => Wealth Advisor |
2021-07-21 |
update person_title Brian Picariello: Client Advisor and Regional Director => Managing Director |
2021-07-21 |
update person_title Bryan Strike: Client Advisor => Senior Client Advisor & Financial Planning Manager |
2021-07-21 |
update person_title Christina Hung: Member of the Your Beverly Hills Team; Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Christopher J. Rogers: Investment Analyst; Portfolio Manager => Client Service Specialist; Senior Vice President, Client Portfolio Manager |
2021-07-21 |
update person_title Claire Layman: Client Associate => Client Service Specialist |
2021-07-21 |
update person_title Corey Bird: Client Advisor => Regional Vice President |
2021-07-21 |
update person_title Craig Marrs: Senior Client Advisor; Member of the Your Ames Team => Wealth Advisor; Member of the Your Ames Team |
2021-07-21 |
update person_title David Carmichael: Client Advisor and Co - Branch Manager => Wealth Advisor, Director |
2021-07-21 |
update person_title David E. Gardner: Vice President and Senior Client Advisor => Wealth Advisor, Director |
2021-07-21 |
update person_title David H. Levy: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Devin Farrow: Member of the Your Boca Raton Team; Regional Vice President => Vice President, M & a |
2021-07-21 |
update person_title Elizabeth Dahlberg: Client Associate => Client Service Specialist |
2021-07-21 |
update person_title Erica J. Clark: Senior Client Associate => Client Service Specialist |
2021-07-21 |
update person_title Erik W. Thurnher: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Harmon Laurin: Senior Vice President => Wealth Advisor, Director |
2021-07-21 |
update person_title Jack Gilligan: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title James Everitt: Senior Vice President => Wealth Advisor, Director |
2021-07-21 |
update person_title James S. Ryan: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title James Shanton: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Jaron Carmichael: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Jason O'Meara: Financial Planner => Associate Wealth Advisor |
2021-07-21 |
update person_title Jeffrey Lokken: Client Advisor & Branch Manager => Wealth Advisor |
2021-07-21 |
update person_title Jill Jeter: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Josiah Taylor: Client Associate => Client Service Specialist |
2021-07-21 |
update person_title Judy McNary: Senior Client Advisor and Special Projects => Director of Corporate Responsibility |
2021-07-21 |
update person_title Karen Lee: Chief Marketing and Strategy Officer => Chief Business Solutions Officer |
2021-07-21 |
update person_title Kevin D. Lehinger: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Kristin Greenleaf: Operations Manager => Manager of Operations |
2021-07-21 |
update person_title Lonnie Dorn: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Mari Adam: Member of the Your Boca Raton Team; Client Advisor and Branch Manager => Wealth Advisor |
2021-07-21 |
update person_title Mark Eshman: Senior Vice President => Client Advisor and Branch Manager |
2021-07-21 |
update person_title Mark J. Smith: Client Advisor and Branch Manager => Wealth Advisor, Director |
2021-07-21 |
update person_title Martha Kilfoy: Receptionist => Client Service Coordinator |
2021-07-21 |
update person_title Martine Lellis: Chief Talent and Business Solutions Officer => Chief Talent and Administrative Officer |
2021-07-21 |
update person_title Melanie J. Keiser: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Nathan Brammer: Client Advisor; Member of the Your Ames Team => Wealth Advisor |
2021-07-21 |
update person_title Nicholas Semko: Managing Director => Managing Director, M & a |
2021-07-21 |
update person_title Patrick T. Moore: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Randy Magdaluyo: Managing Director => Vice President, M & a Program Management |
2021-07-21 |
update person_title Rich Davtyan: Member of the Your Beverly Hills Team; Client Advisor => Associate Wealth Advisor |
2021-07-21 |
update person_title Robert Lau: Client Advisor and Branch Manager => Wealth Advisor |
2021-07-21 |
update person_title Rudolph Brandes: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Steve Roberts: Client Advisor and Branch Manager => Wealth Advisor, Director |
2021-07-21 |
update person_title Steven J. Deceuninck: Client Advisor => Wealth Advisor |
2021-07-21 |
update person_title Steven Schwartz: Client Advisor and Principal Emeritus => Wealth Advisor |
2021-07-21 |
update person_title Tim Rowland: Client Advisor and Co - Branch Manager => Wealth Advisor, Director |
2021-07-21 |
update person_title Tracy O. Jackson: Client Advisor and Branch Manager => Wealth Advisor, Director |
2021-07-21 |
update person_title William Perysian: Managing Director => Consultant, M & a |
2021-06-17 |
insert cmo Gary Foodim |
2021-06-17 |
insert managingdirector Susan Travis |
2021-06-17 |
insert otherexecutives Andrew Paine |
2021-06-17 |
insert otherexecutives Todd E. Hagen |
2021-06-17 |
delete address 2475 Enterprise Road
Clearwater, Florida 33763 |
2021-06-17 |
delete address 90 New Montgomery Street
Suite 1250
San Francisco, California 94105 |
2021-06-17 |
delete contact_pages_linkeddomain financial-planning.com |
2021-06-17 |
delete contact_pages_linkeddomain fundintelligence.global |
2021-06-17 |
delete person Alexander Baker |
2021-06-17 |
delete person Brittany Starnes |
2021-06-17 |
delete person Carrie Faulkner |
2021-06-17 |
delete person Kimberly Crawford |
2021-06-17 |
delete person Kyle Ray |
2021-06-17 |
delete person Louis Tzamalas |
2021-06-17 |
insert address 101 Federal Street
Suite 1900
Boston, Massachusetts 02110 |
2021-06-17 |
insert address 201 W North River Drive
Suite 380
Spokane, Washington 99201 |
2021-06-17 |
insert address 313 Fifth Street
Suite 101
Ames, Iowa 50010 |
2021-06-17 |
insert address 4208 Six Forks Road
Suite 1000
Raleigh, North Carolina 27609 |
2021-06-17 |
insert address 4800 Juan Tabo Blvd NE
Suite D
Albuquerque, New Mexico 87111 |
2021-06-17 |
insert address 5251 W 116th Pl
Suite 200
Leawood, Kansas 66211 |
2021-06-17 |
insert address 6201 Fairview Road
Suite 200
Charlotte, North Carolina 28210 |
2021-06-17 |
insert address 6720 North Scottsdale Road
Suite 212
Scottsdale, Arizona 85253-4426 |
2021-06-17 |
insert address 701 E Front Ave
Suite 101
Coeur d'Alene, Idaho 83814 |
2021-06-17 |
insert address 725 Cool Springs
Suite 600
Franklin, Tennessee 37067 |
2021-06-17 |
insert address 970 Lake Carillon Drive Feather Sound
Suite 300
St. Petersburg, Florida 33716 |
2021-06-17 |
insert contact_pages_linkeddomain citywireusa.com |
2021-06-17 |
insert index_pages_linkeddomain fundintelligence.global |
2021-06-17 |
insert person Alan Varnishung |
2021-06-17 |
insert person Alexander O'Reilly |
2021-06-17 |
insert person Andra Reason |
2021-06-17 |
insert person Andrew Paine |
2021-06-17 |
insert person Brian Norris |
2021-06-17 |
insert person Christine Cataldo |
2021-06-17 |
insert person Craig Marrs |
2021-06-17 |
insert person Craig W. Hart |
2021-06-17 |
insert person Duncan MacDougall |
2021-06-17 |
insert person Erica J. Clark |
2021-06-17 |
insert person Ezequiel Aviles |
2021-06-17 |
insert person Gary Foodim |
2021-06-17 |
insert person Jacqueline D. Adler |
2021-06-17 |
insert person James Taylor |
2021-06-17 |
insert person Jesse Jimerson |
2021-06-17 |
insert person Joe Pellizzari |
2021-06-17 |
insert person Kate Schelonka |
2021-06-17 |
insert person Katelyn "Tyler" Garbers |
2021-06-17 |
insert person Kevin D. Lehinger |
2021-06-17 |
insert person Melanie J. Keiser |
2021-06-17 |
insert person Nathan Brammer |
2021-06-17 |
insert person Stacie Hostetler |
2021-06-17 |
insert person Tarek McAlee |
2021-06-17 |
insert person Todd E. Hagen |
2021-06-17 |
insert person Zachery Wingate |
2021-06-17 |
insert phone 208.714.0812 |
2021-06-17 |
insert phone 402.237.1323 |
2021-06-17 |
insert phone 425.709.2313 |
2021-06-17 |
insert phone 480.421.2660 |
2021-06-17 |
insert phone 509.444.7007 |
2021-06-17 |
insert phone 515.233.0307 |
2021-06-17 |
insert phone 571.643.3331 |
2021-06-17 |
insert phone 857.378.1140 |
2021-06-17 |
update person_description Adam Lee => Adam Lee |
2021-06-17 |
update person_title Adam Lee: Client Advisor => Wealth Advisor |
2021-06-17 |
update person_title Adam Stanowick: Associate Planner => Associate Financial Planner |
2021-06-17 |
update person_title Adis Mehic: Client Advisor => Wealth Advisor |
2021-06-17 |
update person_title Alan McKnight: Senior Client Advisor => Client Advisor; DBA, CFP® |
2021-06-17 |
update person_title Andrew Crim: Associate Planner => Associate Financial Planner |
2021-06-17 |
update person_title Andrew Medders: Senior Client Advisor & Sales => Client Advisor |
2021-06-17 |
update person_title Austin Tanner: Client Associate => Client Service Specialist; Member of the Your Boca Raton Team |
2021-06-17 |
update person_title Bobby Arenivas: Associate; Advisor => Associate Wealth Advisor |
2021-06-17 |
update person_title Bryan Strike: Senior Client Advisor & Financial Planning Manager => Client Advisor |
2021-06-17 |
update person_title Caitlin Smith: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Candace Abrams: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Christopher S. Murphy: Associate Planner => Associate Financial Planner |
2021-06-17 |
update person_title Colby Ripsam: Associate Planner => Associate Financial Planner |
2021-06-17 |
update person_title Dane Sauer: Client Advisor => Wealth Advisor |
2021-06-17 |
update person_title Daniel Lime: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title David Barton: Vice Chairman, M & a Leader => M & a Leader |
2021-06-17 |
update person_title David Ventura: Associate Planner => Associate Financial Planner |
2021-06-17 |
update person_title Dean R. Murray: Client Advisor => Wealth Advisor |
2021-06-17 |
update person_title Denise Rhodey: Lead Client Associate => Lead Client Service Specialist |
2021-06-17 |
update person_title Elisha Sanchez: Lead Client Associate => Lead Client Service Specialist |
2021-06-17 |
update person_title Emi Umezawa: Client Advisor => Wealth Advisor |
2021-06-17 |
update person_title Eric Anderson: Client Advisor and Branch Manager => Wealth Advisor |
2021-06-17 |
update person_title Fanny Guo: Client Advisor => Wealth Advisor |
2021-06-17 |
update person_title Frances Smith: Client Advisor => Wealth Advisor |
2021-06-17 |
update person_title Frank Piccolo: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Gabrielle Mollick: Client Solutions Representative => Financial Planner |
2021-06-17 |
update person_title Heather Aragona: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Jack Bruno: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Jacob Gee: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title James Telfer: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Jasmine Honda: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Jenna Elliott: Managing Attorney, Estate Planning => Director of Estate Planning, Managing Attorney |
2021-06-17 |
update person_title Jeremiah H. Barlow: Executive Vice President, Head of Family Wealth Services => Head of Family Wealth Services |
2021-06-17 |
update person_title Jeremy Moniz: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Joanna Hsu: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Jody Wyatt: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Josh Gustafson: Head of Client Service => Head of Wealth Management |
2021-06-17 |
update person_title Justin Shane: Financial Planner => Associate Wealth Advisor |
2021-06-17 |
update person_title Kara Duckworth: Client Advisor and Managing Director of Client Experience => Managing Director of Client Experience |
2021-06-17 |
update person_title Kevin Jimeno: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Korina Kaio-Maddox: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Kristin Greenleaf: Manager of Operations => Operations Manager |
2021-06-17 |
update person_title Lesley Gran: Administrative Assistant => Client Service Coordinator |
2021-06-17 |
update person_title Lindsay West: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Lisa Corboy: Senior Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Maeve Schmid: Associate Planner => Financial Planner |
2021-06-17 |
update person_title Marie Levinsky: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Mark Falamoun: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Mary Hamshou: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Marzena Hanek: Lead Client Associate => Lead Client Service Specialist |
2021-06-17 |
update person_title Matthew R. Bohrer: Client Advisor and Regional Director => Wealth Advisor, Director |
2021-06-17 |
update person_title Matthew Truckner: Tax Advisor => Senior Tax Advisor |
2021-06-17 |
update person_title Meagan Blazier: Client Associate => Client Service Specialist; Member of the Your Ann Arbor Team |
2021-06-17 |
update person_title Melanie Guhit: Associate; Advisor => Wealth Advisor |
2021-06-17 |
update person_title Monica Delsanto: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Nancy Coumou: Client Advisor => Wealth Advisor |
2021-06-17 |
update person_title Nancy R. Hudak: Lead Client Associate => Lead Client Service Specialist |
2021-06-17 |
update person_title Navisha Sawh: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Phillip Miodowski: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Remington Hasty: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Renée Pichette: Financial Planner => Associate Wealth Advisor |
2021-06-17 |
update person_title Richard Brad Mundy: Client Advisor => Wealth Advisor |
2021-06-17 |
update person_title Ross Hasek: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Roxanne Konieczka: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Sarai Covell: Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Stefani Kohler: Associate Planner => Associate Financial Planner |
2021-06-17 |
update person_title Stephanie Anderson: Client Advisor => Wealth Advisor |
2021-06-17 |
update person_title Susan Travis: Client Advisor and Regional Director; Member of the Your Austin Team => Member of the Your Bartlesville Team; Member of the Your Austin Team; Managing Director |
2021-06-17 |
update person_title Sydney Kirkes: Senior Client Associate => Client Service Specialist |
2021-06-17 |
update person_title Tim Rowland: Client Advisor & Branch Manager => Client Advisor and Co - Branch Manager |
2021-06-17 |
update person_title W. Thomas McNary: Client Advisor => Wealth Advisor |
2021-04-21 |
delete otherexecutives Aaron Langston |
2021-04-21 |
delete otherexecutives Chris Graf |
2021-04-21 |
insert managingdirector Scott Kays |
2021-04-21 |
insert otherexecutives Eric Zehnder |
2021-04-21 |
insert otherexecutives Veronica Rubio |
2021-04-21 |
delete address 15233 Ventura Boulevard
Suite 1140
Sherman Oaks, California 91403 |
2021-04-21 |
delete address 4801 Emerson Avenue
Suite 106
Palatine, Illinois 60067 |
2021-04-21 |
delete person Chris Graf |
2021-04-21 |
delete person Gregory Dennie |
2021-04-21 |
delete person Jerilyn Alport |
2021-04-21 |
delete person Kenneth Ajello |
2021-04-21 |
delete person Kenneth Chavis IV |
2021-04-21 |
delete person Kenneth J. Landgraf |
2021-04-21 |
delete person Marie Chao |
2021-04-21 |
delete person Merry Rosadi |
2021-04-21 |
delete person Neil Paolella |
2021-04-21 |
delete person Nicole Gobel |
2021-04-21 |
delete person Rodney James |
2021-04-21 |
delete person Scott Gesling |
2021-04-21 |
delete person William Nelson |
2021-04-21 |
delete phone 847.303.1220 |
2021-04-21 |
delete phone 888.642.1000 |
2021-04-21 |
insert address 3748 Winterfield Road
Midlothian, Virginia 23113 |
2021-04-21 |
insert address Suite 1150
Atlanta, Georgia 30339 |
2021-04-21 |
insert index_pages_linkeddomain marketwatch.com |
2021-04-21 |
insert person Adam Lee |
2021-04-21 |
insert person Alan McKnight |
2021-04-21 |
insert person Andrew Medders |
2021-04-21 |
insert person Andrew Thompson |
2021-04-21 |
insert person Angela Tucker |
2021-04-21 |
insert person Brianna Becker |
2021-04-21 |
insert person Brittany Starnes |
2021-04-21 |
insert person Bryan Strike |
2021-04-21 |
insert person CJ Smith |
2021-04-21 |
insert person Charlene Jones |
2021-04-21 |
insert person Claire Layman |
2021-04-21 |
insert person Colton Petty |
2021-04-21 |
insert person Corey Bird |
2021-04-21 |
insert person Dana Albizri |
2021-04-21 |
insert person David Carmichael |
2021-04-21 |
insert person Elizabeth Dahlberg |
2021-04-21 |
insert person Eric Zehnder |
2021-04-21 |
insert person G. Carl Mahler |
2021-04-21 |
insert person George Herr |
2021-04-21 |
insert person Grace Bossert |
2021-04-21 |
insert person Grant Wilson |
2021-04-21 |
insert person Jaron Carmichael |
2021-04-21 |
insert person Jennifer Gray |
2021-04-21 |
insert person Jill Jeter |
2021-04-21 |
insert person Jody Wyatt |
2021-04-21 |
insert person John McAuliffe |
2021-04-21 |
insert person Joshua Fremit |
2021-04-21 |
insert person Josiah Taylor |
2021-04-21 |
insert person Kimberly Crawford |
2021-04-21 |
insert person Kira Baffi |
2021-04-21 |
insert person Kristin Greenleaf |
2021-04-21 |
insert person Kristina Gillis-Phelps |
2021-04-21 |
insert person Lindsay Black |
2021-04-21 |
insert person Lindsay West |
2021-04-21 |
insert person Melissa Dresnok |
2021-04-21 |
insert person Monica Wray |
2021-04-21 |
insert person Remington Hasty |
2021-04-21 |
insert person Richard Brad Mundy |
2021-04-21 |
insert person Scott Kays |
2021-04-21 |
insert person Serena Colvin |
2021-04-21 |
insert person Sheree Leonatti |
2021-04-21 |
insert person Tim Rowland |
2021-04-21 |
insert person Tristan Pohren |
2021-04-21 |
insert person Veronica Rubio |
2021-04-21 |
insert phone 804.378.1624 |
2021-04-21 |
update person_title Aaron Langston: Regional Vice President => Wealth Advisor |
2021-04-21 |
update person_title Adela Africano: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Alec Montoya: Associate; Advisor => Associate Wealth Advisor |
2021-04-21 |
update person_title Alexander Baker: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Alexander Doyle: Associate; Advisor => Associate Wealth Advisor |
2021-04-21 |
update person_title Alexis Scott: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Alice McDermott: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Amanda Caster: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Amanda O'Sullivan: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Amber Adams: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Amy Ruffing: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Angel Colon: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Ann de Zeeuw: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Barry Cohen: Associate; Advisor => Associate Wealth Advisor |
2021-04-21 |
update person_title Becky Leslie: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Ben Gyulambaryan: Associate; Advisor => Associate Wealth Advisor |
2021-04-21 |
update person_title Bernadette Mitchell: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Brandon Capicotto: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Brandon Wissinger: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Brenda Garcia: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Brett Landstrom: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Brian Sullivan: Client Advisor and Branch Manager => Wealth Advisor and Director |
2021-04-21 |
update person_title Brittany Benvenuto: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Brittany Rice: Associate; Advisor => Wealth Advisor |
2021-04-21 |
update person_title Brooks Allen: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Bryan Bielawski: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Carin Roman: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Carl Larimore: Client Advisor and Branch Manager => Wealth Advisor and Director |
2021-04-21 |
update person_title Carlos Hernandez: Financial Planner => Associate Wealth Advisor |
2021-04-21 |
update person_title Carrie Faulkner: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Cary Shaw: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Catherine Franklin: Senior Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Chanelle Van Pelt: Associate Planner => Financial Planner |
2021-04-21 |
update person_title Charlene Maruska: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Christopher Currin: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Chuck Breuch: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Claire Hahn: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Daniel M. McDermott: Client Advisor and Branch Manager => Wealth Advisor |
2021-04-21 |
update person_title Danielle Frazier: Senior Client Associate => Client Service Specialist |
2021-04-21 |
update person_title David Askew: Client Advisor and Branch Manager => Wealth Advisor and Director |
2021-04-21 |
update person_title David DeVita: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title David Haman: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title David Kerber: Client Advisor and Branch Manager => Wealth Advisor and Director |
2021-04-21 |
update person_title David S. Currier: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Drew Harper: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Drew Kanaly: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Emelyne Seh: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Emily Messegee: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Eunice Kim: Associate; Advisor => Associate Wealth Advisor |
2021-04-21 |
update person_title Federico Avendano: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Frances Smith: Associate; Advisor => Client Advisor |
2021-04-21 |
update person_title Gabrielle Joiner: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Gary Williams: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Geoffrey Franklin: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Grace Chyun: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Heather Jenkins Capps: Associate; Advisor => Associate Wealth Advisor |
2021-04-21 |
update person_title Jacob Jaegle: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title James Todd: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Jamie Block: Client Advisor and Branch Manager => Wealth Advisor and Director |
2021-04-21 |
update person_title Jamie Stone: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Javier Solis: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Jeff Kacal: Member of the Your Austin Team; Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Jennifer Baick: Client Advisor => Director of Financial Planning |
2021-04-21 |
update person_title Jesse Haverstock: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Jesse Mignone: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Jessica Caruso: Client Advisor and Regional Director => Wealth Advisor and Sr. Director |
2021-04-21 |
update person_title JoAnn Ferradino: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Joel Lange: Member of the Your Austin Team; Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title John Carney: Client Advisor; Member of the Your Ann Arbor Team => Wealth Advisor |
2021-04-21 |
update person_title Jojo Cresci: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Jonathan Mitchell: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Joseph Mah: Client Advisor and Branch Manager => Wealth Advisor |
2021-04-21 |
update person_title Joseph Young: Client Advisor and Branch Manager => Wealth Advisor and Director |
2021-04-21 |
update person_title Justin Do: Associate Planner => Associate Financial Planner |
2021-04-21 |
update person_title Karla Castillo: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Karrie Spencer: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Kathy Perry: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Kelly Palmer: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Kelly Woodward: Client Service Manager => Client Service Specialist |
2021-04-21 |
update person_title Kevin Russell: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Kseniya Ribeiro: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Laura Cuber: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Laura Madariaga: Senior Client Associate => Lead Client Service Specialist |
2021-04-21 |
update person_title Laura Rowley: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Lawrence Solomon: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Li Huang: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Linda S. Ames Lyons: Associate; Advisor => Associate Wealth Advisor |
2021-04-21 |
update person_title Lisa Hensley: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Lori Bodenhamer: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Louis Tzamalas: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Madeline I. Noveck: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Mary Jean Short: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Matthew W. Sheets: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Maunsel Hickey: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Melissa Pinkerton: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Merideth Gillis: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Michael Snider: Associate; Advisor; Member of the Your Ann Arbor Team => Associate Wealth Advisor |
2021-04-21 |
update person_title Michael W. Johns: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Michelle Elia: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Naeshia Mota: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Nicholas Campbell: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Nicole Mosley: Associate Planner => Associate Financial Planner |
2021-04-21 |
update person_title Pamela Brown: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Pamela Greene: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Paola Ramos: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Peter Ip: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Phillip Swenson: Associate; Advisor => Associate Wealth Advisor |
2021-04-21 |
update person_title Rafael Arellano: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Ramsey Zreik: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Renée Egelski: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Rick Baran: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Roain Saunders: Associate Planner => Associate Financial Planner |
2021-04-21 |
update person_title Ron Kibbe: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Sandra Mitchell: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Scott Weigel: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Stefen Donohue: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Steven Crevar: Associate; Advisor => Associate Wealth Advisor |
2021-04-21 |
update person_title Susan A. Crawford Pilon: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Susan Evans: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Susan Portnoi: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Thomas Keeney: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Tiffany Stokes: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Tom Herzing: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Tracey Turko: Client Advisor and Regional Director; Member of the Your Ann Arbor Team => Wealth Advisor and Sr. Director |
2021-04-21 |
update person_title Tyler Schaefer: Client Associate => Regional Sales Associate |
2021-04-21 |
update person_title Tyler Smith: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title William Flanders: Client Associate => Client Service Specialist |
2021-04-21 |
update person_title Yisen Cai: Client Advisor => Wealth Advisor |
2021-04-21 |
update person_title Yvonne Wood: Client Advisor => Wealth Advisor |
2021-01-31 |
delete managingdirector Vince R. Gimarelli |
2021-01-31 |
delete otherexecutives Barry Hyman |
2021-01-31 |
delete otherexecutives Bryan Powers |
2021-01-31 |
delete otherexecutives Doug Suhr |
2021-01-31 |
delete otherexecutives Gregory V. Taylor |
2021-01-31 |
insert managingdirector Josh DeForest |
2021-01-31 |
insert managingdirector Kevin Jack |
2021-01-31 |
insert managingdirector Matt Cook |
2021-01-31 |
insert otherexecutives Andrew Beck |
2021-01-31 |
insert otherexecutives Brian Abatemarco |
2021-01-31 |
insert otherexecutives Edward Dunphy |
2021-01-31 |
insert otherexecutives Kristen Comeau |
2021-01-31 |
insert svp Bryan Powers |
2021-01-31 |
insert svp James Everitt |
2021-01-31 |
insert svp Mark Eshman |
2021-01-31 |
delete address 103 Carnegie Center
Suite 205
Princeton, New Jersey 08540 |
2021-01-31 |
delete address 1429 King Avenue
Suite 100
Columbus, Ohio 43212 |
2021-01-31 |
delete address 4 Parklane Boulevard
Suite 320
Dearborn, Michigan 48126 |
2021-01-31 |
delete address Heron Tower
70 East 55th Street, 12th Floor
New York, New York 10022 |
2021-01-31 |
delete person Alexandra Chambers |
2021-01-31 |
delete person Alise Kraus |
2021-01-31 |
delete person Barry Hyman |
2021-01-31 |
delete person Colin A. Bell |
2021-01-31 |
delete person Doug Suhr |
2021-01-31 |
delete person Elizabeth B. deSousa |
2021-01-31 |
delete person Gregory V. Taylor |
2021-01-31 |
delete person Heron Tower |
2021-01-31 |
delete person John Abrahamson |
2021-01-31 |
delete person Kevin Monson |
2021-01-31 |
delete person Kiley M. Kastl |
2021-01-31 |
delete person Kristen Kestel |
2021-01-31 |
delete person Norinda Ray |
2021-01-31 |
delete person Sarah Howard |
2021-01-31 |
delete person Trey Anderson |
2021-01-31 |
delete person Vijay C. Patel |
2021-01-31 |
delete person Vince R. Gimarelli |
2021-01-31 |
delete phone 212.661.8682 |
2021-01-31 |
delete phone 248.244.8900 |
2021-01-31 |
delete phone 609.779.6700 |
2021-01-31 |
delete phone 614.486.0691 |
2021-01-31 |
delete phone 800.258.1559 |
2021-01-31 |
delete service_pages_linkeddomain wpengine.com |
2021-01-31 |
delete source_ip 104.28.18.15 |
2021-01-31 |
delete source_ip 104.28.19.15 |
2021-01-31 |
insert address 100 Tyler Square
Suite 6
Covington, Louisiana 70433 |
2021-01-31 |
insert address 131 4th Street East
Suite 320, PO Box 607
Ketchum, Idaho 83340 |
2021-01-31 |
insert address 151 Kalmus Drive,
Suite H-7
Costa Mesa, California 92626 |
2021-01-31 |
insert address 235 Montgomery Street
Suite 1020
San Francisco, California 94104 |
2021-01-31 |
insert address 250 North Westlake Boulevard
Suite 250
Westlake Village, California 91362 |
2021-01-31 |
insert address 2500 North Military Trail,
Suite 306
Boca Raton, Florida 33431 |
2021-01-31 |
insert address 4800 Juan Tabo Boulevard Northeast
Suite D
Albuquerque, New Mexico 87111 |
2021-01-31 |
insert address 5613 DTC Parkway
Suite 650
Greenwood Village, Colorado 80111 |
2021-01-31 |
insert address 610 Main Street
Suite 15
Frisco, Colorado 80443 |
2021-01-31 |
insert address 6310 South San Vicente Boulevard
Suite 404
Los Angeles, California 90048 |
2021-01-31 |
insert address PO Box 2869
Silverthorne, Colorado 80498 |
2021-01-31 |
insert person Albert Barsanti |
2021-01-31 |
insert person Alex Kimura |
2021-01-31 |
insert person Amber Adams |
2021-01-31 |
insert person Amber Perez |
2021-01-31 |
insert person Amy Ruffing |
2021-01-31 |
insert person Andrew Barnes |
2021-01-31 |
insert person Austin Tanner |
2021-01-31 |
insert person Bradley Anderson |
2021-01-31 |
insert person Brittany Benvenuto |
2021-01-31 |
insert person Brittany Doyle |
2021-01-31 |
insert person Brittany Rice |
2021-01-31 |
insert person Carrie Faulkner |
2021-01-31 |
insert person Chelsea Manocchi |
2021-01-31 |
insert person Christina Hung |
2021-01-31 |
insert person Christopher J. Rogers |
2021-01-31 |
insert person Danielle Read |
2021-01-31 |
insert person David S. Currier |
2021-01-31 |
insert person Donna Skeels Cygan |
2021-01-31 |
insert person Drew Harper |
2021-01-31 |
insert person Edward Dunphy |
2021-01-31 |
insert person Emily Messegee |
2021-01-31 |
insert person Eunice Kim |
2021-01-31 |
insert person Federico Avendano |
2021-01-31 |
insert person Gregory Dennie |
2021-01-31 |
insert person Jack Gilligan |
2021-01-31 |
insert person Jacob Jaegle |
2021-01-31 |
insert person James Everitt |
2021-01-31 |
insert person James Shanton |
2021-01-31 |
insert person Jasmine Honda |
2021-01-31 |
insert person Jasna Veledar |
2021-01-31 |
insert person Joanna Hsu |
2021-01-31 |
insert person Karrie Spencer |
2021-01-31 |
insert person Kathy Perry |
2021-01-31 |
insert person Kelly Woodward |
2021-01-31 |
insert person Kimberly Lorenz |
2021-01-31 |
insert person Kyle Ray |
2021-01-31 |
insert person Lesley Gran |
2021-01-31 |
insert person Lonnie Dorn |
2021-01-31 |
insert person Lori Bodenhamer |
2021-01-31 |
insert person Luc Ceci |
2021-01-31 |
insert person Mari Adam |
2021-01-31 |
insert person Mark Eshman |
2021-01-31 |
insert person Mark J. Smith |
2021-01-31 |
insert person Martha Kilfoy |
2021-01-31 |
insert person Maunsel Hickey |
2021-01-31 |
insert person Michael Karon |
2021-01-31 |
insert person Pamela Brown |
2021-01-31 |
insert person Paul Seigle |
2021-01-31 |
insert person Rich Davtyan |
2021-01-31 |
insert person Richard W. Weyers |
2021-01-31 |
insert person Robert Lau |
2021-01-31 |
insert person Robert Reed |
2021-01-31 |
insert person Roxanne Konieczka |
2021-01-31 |
insert person Rudolph Brandes |
2021-01-31 |
insert person Scott Gesling |
2021-01-31 |
insert person Scott Weigel |
2021-01-31 |
insert person Terry Bobo |
2021-01-31 |
insert person Tessa Bonifacio |
2021-01-31 |
insert person Tim Forest |
2021-01-31 |
insert person Tracy O. Jackson |
2021-01-31 |
insert person Tyler Schaefer |
2021-01-31 |
insert phone 303.768.0007 |
2021-01-31 |
insert phone 415.501.9192 |
2021-01-31 |
insert phone 424.212.4949 |
2021-01-31 |
insert phone 505.298.4040 |
2021-01-31 |
insert phone 561.417.0001 |
2021-01-31 |
insert phone 714.434.6900 |
2021-01-31 |
insert phone 805.495.8166 |
2021-01-31 |
insert phone 877.642.5224 |
2021-01-31 |
insert phone 877.726.8858 |
2021-01-31 |
insert phone 970.468.8800 |
2021-01-31 |
insert phone 985.898.0450 |
2021-01-31 |
insert source_ip 104.21.2.81 |
2021-01-31 |
update person_title Adam Stanowick: Client Associate => Associate Planner |
2021-01-31 |
update person_title Alec Montoya: Member of the Your Chicago Team; Financial Planner => Associate; Advisor |
2021-01-31 |
update person_title Alexander Doyle: Financial Planner => Associate; Advisor |
2021-01-31 |
update person_title Andrew Beck: Regional Sales Associate => Associate; Regional Vice President |
2021-01-31 |
update person_title Ben Gyulambaryan: Financial Planner; Member of the Your Hackensack Team => Associate; Advisor |
2021-01-31 |
update person_title Brian Abatemarco: Regional Sales Associate => Associate; Regional Vice President |
2021-01-31 |
update person_title Bryan Powers: Member of the Your Newport Beach Team; Regional Vice President => Senior Vice President |
2021-01-31 |
update person_title Carin Roman: Financial Planner => Client Advisor |
2021-01-31 |
update person_title Catherine Franklin: Client Associate; Member of the Your Houston Team => Senior Client Associate |
2021-01-31 |
update person_title Colby Ripsam: Client Associate; Member of the Your Boulder Team => Associate Planner |
2021-01-31 |
update person_title Dane Sauer: Associate; Member of the Your Austin Team; Advisor => Member of the Your Austin Team; Client Advisor |
2021-01-31 |
update person_title Danielle Frazier: Client Associate; Member of the Your Houston Team => Senior Client Associate |
2021-01-31 |
update person_title Denise Rhodey: Member of the Your Newport Beach Team; Senior Client Associate => Lead Client Associate |
2021-01-31 |
update person_title Elisha Sanchez: Senior Client Associate => Lead Client Associate |
2021-01-31 |
update person_title Fred Xuereb: Senior Client Associate => Regional Sales Associate |
2021-01-31 |
update person_title Jessica Caruso: Client Advisor and Branch Manager => Client Advisor and Regional Director |
2021-01-31 |
update person_title Josh DeForest: Client Advisor and Regional Director => Managing Director |
2021-01-31 |
update person_title Kevin Jack: Client Advisor and Regional Director; Member of the Your Newport Beach Team; Member of the Your Los Angeles Team => Managing Director |
2021-01-31 |
update person_title Kristen Comeau: Member of the Your Kahului Team; Regional Sales Associate; Member of the Your Denver Team; Member of the Your Boulder Team => Associate; Regional Vice President |
2021-01-31 |
update person_title Laura Madariaga: Member of the Your Newport Beach Team; Client Associate => Senior Client Associate |
2021-01-31 |
update person_title Laura Thompson: Member of the Your Austin Team; Regional Sales Associate; Member of the Your Houston Team => Senior Regional Sales Associate; Member of the Your Austin Team |
2021-01-31 |
update person_title Lisa J. Miller: Manager of Operations - First Ohio => Manager of Operations |
2021-01-31 |
update person_title Marzena Hanek: Senior Client Associate; Member of the Your Chicago Team; Member of the Your La Crosse Team => Lead Client Associate |
2021-01-31 |
update person_title Matt Cook: Client Advisor and Regional Director => Managing Director |
2021-01-31 |
update person_title Michael Snider: Financial Planner; Member of the Your Ann Arbor Team; Member of the Your Columbus Team => Associate; Advisor; Member of the Your Ann Arbor Team |
2021-01-31 |
update person_title Nancy R. Hudak: Senior Client Associate => Lead Client Associate |
2021-01-31 |
update person_title Nicholas Ladaga: Client Associate => Regional Sales Associate |
2021-01-31 |
update person_title Nicole Mosley: Client Associate => Associate Planner |
2021-01-31 |
update person_title Renée Pichette: Associate Planner; Member of the Your Boulder Team => Financial Planner |
2021-01-31 |
update person_title Sarah Oliver: Member of the Your Denver Team; Legal Assistant => Tax Advisor |
2021-01-31 |
update person_title Susan Travis: Member of the Your Austin Team; Client Advisor and Branch Manager; Member of the Your Houston Team => Client Advisor and Regional Director; Member of the Your Austin Team |
2021-01-31 |
update person_title Tanya Thomasson: Senior Client Associate => Regional Operations Manager and Financial Planner |
2020-09-29 |
delete address 3800 Arapahoe Avenue
Suite 210
Boulder, Colorado 80303 |
2020-09-29 |
delete address Brick Walk
1261 Post Road
Suite 102
Fairfield, Connecticut 06824 |
2020-09-29 |
delete address Greystone Court
573 Hopmeadow Street
Simsbury, Connecticut 06070 |
2020-09-29 |
delete person Andrew Neville |
2020-09-29 |
delete person Brick Walk |
2020-09-29 |
delete person Catherine Heimer |
2020-09-29 |
delete person Kristofer Lachapel |
2020-09-29 |
delete person Laura Dominguez |
2020-09-29 |
delete person Renée Judycki |
2020-09-29 |
delete phone 888.324.6230 |
2020-09-29 |
insert address 15 North Main Street, Suite 100
West Hartford, Connecticut 06107 |
2020-09-29 |
insert address 4440 PGA Boulevard
Suite 600
Palm Beach Gardens, Florida 33410 |
2020-09-29 |
insert management_pages_linkeddomain advisersgiveback.org |
2020-09-29 |
insert management_pages_linkeddomain pcdn.co |
2020-09-29 |
insert management_pages_linkeddomain womenschoiceaward.com |
2020-09-29 |
insert person Barry Cohen |
2020-09-29 |
insert person Brenda Garcia |
2020-09-29 |
insert person Caitlin Smith |
2020-09-29 |
insert person Catherine Franklin |
2020-09-29 |
insert person JoAnn Ferradino |
2020-09-29 |
insert person Ramsey Zreik |
2020-09-29 |
insert person Robert Borden |
2020-09-29 |
insert person Stefen Donohue |
2020-09-29 |
insert phone 561.408.5715 |
2020-09-29 |
update person_description Alise Kraus => Alise Kraus |
2020-09-29 |
update person_title Drew Kanaly: Client Advisor and Chairman Emeritus Kanaly Trust; Member of the Your Houston Team => Client Advisor; Member of the Your Houston Team |
2020-07-16 |
insert cfo Michael Henry |
2020-07-16 |
delete address 4440 PGA Boulevard
Suite 600
Palm Beach Gardens, Florida 33410 |
2020-07-16 |
delete person Brandon Kurz |
2020-07-16 |
delete person Linda Barcheski |
2020-07-16 |
delete person Marsha Grant |
2020-07-16 |
delete person Patricia Lokken |
2020-07-16 |
delete person Renae Ransdell |
2020-07-16 |
delete person Stephen I. Lee |
2020-07-16 |
delete person Susan Monaghan |
2020-07-16 |
delete phone 561.408.5715 |
2020-07-16 |
insert person Michael Henry |
2020-07-16 |
update person_description Alexander Baker => Alexander Baker |
2020-06-14 |
delete otherexecutives Joseph Henry |
2020-06-14 |
delete person Bonnie Dekrey |
2020-06-14 |
delete person Brady Tice |
2020-06-14 |
delete person Daniel Aulicino |
2020-06-14 |
delete person Jaron Lee |
2020-06-14 |
delete person Jayaprada Brower |
2020-06-14 |
delete person Joseph Henry |
2020-06-14 |
delete person Justin Scholljegerdes |
2020-06-14 |
delete person Michael J. Freiling |
2020-06-14 |
delete person Rocio Fitzgerald |
2020-06-14 |
insert address 1 Bradley Road
Suite 902
Woodbridge, Connecticut 06525 |
2020-06-14 |
insert address 1429 King Avenue
Suite 100
Columbus, Ohio 43212 |
2020-06-14 |
insert address 600 N. Cleveland Avenue
Suite 140
Westerville, Ohio 43802 |
2020-06-14 |
insert address 901 South MoPac Expressway
Barton Oaks Plaza II, Suite 270
Austin, TX 78746 |
2020-06-14 |
insert address Greystone Court
573 Hopmeadow Street
Simsbury, CT 06070 |
2020-06-14 |
insert person Alan Weiss |
2020-06-14 |
insert person Alexander Baker |
2020-06-14 |
insert person Bennet Thonakkara |
2020-06-14 |
insert person Candace Abrams |
2020-06-14 |
insert person James S. Ryan |
2020-06-14 |
insert person Kenneth Chavis IV |
2020-06-14 |
insert person Lisa J. Miller |
2020-06-14 |
insert person Mary Jean Short |
2020-06-14 |
insert person Monica Delsanto |
2020-06-14 |
insert person Talcott Mountain |
2020-06-14 |
insert phone 203.387.7887 |
2020-06-14 |
insert phone 614.486.0691 |
2020-06-14 |
insert service_pages_linkeddomain wpengine.com |
2020-06-14 |
insert source_ip 172.67.128.234 |
2020-06-14 |
update person_title Dane Sauer: Financial Planner => Associate; Advisor |
2020-06-14 |
update person_title Dean R. Murray: Client Advisor and Branch Manager => Client Advisor |
2020-05-14 |
delete contact_pages_linkeddomain g.page |
2020-05-14 |
delete management_pages_linkeddomain financial-planning.com |
2020-05-14 |
delete management_pages_linkeddomain fundintelligence.global |
2020-05-14 |
delete management_pages_linkeddomain mimecast.com |
2020-05-14 |
delete management_pages_linkeddomain wealthmanagement.com |
2020-05-14 |
delete person Jenna Dana |
2020-05-14 |
insert about_pages_linkeddomain sec.gov |
2020-05-14 |
insert career_pages_linkeddomain sec.gov |
2020-05-14 |
insert contact_pages_linkeddomain sec.gov |
2020-05-14 |
insert index_pages_linkeddomain sec.gov |
2020-05-14 |
insert management_pages_linkeddomain sec.gov |
2020-05-14 |
insert person Daniel Lime |
2020-05-14 |
insert person Haana Frank |
2020-05-14 |
insert person Jenna Elliott |
2020-05-14 |
insert person Mathew Encino |
2020-05-14 |
insert person William Flanders |
2020-05-14 |
insert service_pages_linkeddomain sec.gov |
2020-05-14 |
update person_title Fred Xuereb: Member of the Your San Francisco Team; Associate Planner; Member of the Leadership Team => Senior Client Associate |
2020-05-14 |
update person_title Josette Hewitt: Interim - Senior Tax Manager => Tax Manager |
2020-05-14 |
update person_title Neil Paolella: Client Advisor and Branch Manager; Member of the Your Ann Arbor Team => Client Advisor and Principal Emeritus; Member of the Your Ann Arbor Team |
2020-04-14 |
delete about_pages_linkeddomain netdna-ssl.com |
2020-04-14 |
delete career_pages_linkeddomain netdna-ssl.com |
2020-04-14 |
delete contact_pages_linkeddomain netdna-ssl.com |
2020-04-14 |
delete index_pages_linkeddomain netdna-ssl.com |
2020-04-14 |
delete management_pages_linkeddomain netdna-ssl.com |
2020-04-14 |
delete person Kerry Crowley |
2020-04-14 |
delete service_pages_linkeddomain netdna-ssl.com |
2020-04-14 |
delete terms_pages_linkeddomain netdna-ssl.com |
2020-04-14 |
insert address 4 Parklane Boulevard, Suite 320
Dearborn, Michigan 48126 |
2020-04-14 |
insert address 4801 Emerson Avenue, Suite 106
Palatine, Illinois 60067 |
2020-04-14 |
insert person Christopher Varney |
2020-04-14 |
insert person Sarah Oliver |
2020-04-14 |
insert person Sarai Covell |
2020-04-14 |
insert phone 248.244.8900 |
2020-04-14 |
insert phone 847.303.1220 |
2020-04-14 |
update person_title Andrew Caceres: Senior Tax Advisor => Tax Manager |
2020-04-14 |
update person_title Andrew Crim: Client Associate; Member of the Your Houston Team => Associate Planner; Member of the Your Houston Team |
2020-04-14 |
update person_title Barry Newman: Senior Tax Director => Vice President, Senior Tax Advisor |
2020-04-14 |
update person_title Bobby Arenivas: Financial Planner; Member of the Leadership Team; Member of the Your Houston Team => Associate; Advisor; Member of the Leadership Team; Member of the Your Houston Team |
2020-04-14 |
update person_title Brian Picariello: Senior Vice President, Client Advisor and Branch Manager => Client Advisor and Regional Director |
2020-04-14 |
update person_title Christopher S. Murphy: Client Associate => Associate Planner |
2020-04-14 |
update person_title Daniel Epstein: Senior Tax Manager; Member of the Your Denver Team => Member of the Your Denver Team; Director, Income Tax |
2020-04-14 |
update person_title David Askew: Client Advisor; Member of the Leadership Team => Client Advisor and Branch Manager; Member of the Leadership Team |
2020-04-14 |
update person_title David Ventura: Member of the Your San Francisco Team; Client Associate; Member of the Leadership Team => Member of the Your San Francisco Team; Associate Planner; Member of the Leadership Team |
2020-04-14 |
update person_title Elisha Sanchez: Client Associate; Member of the Your Walnut Creek Team => Senior Client Associate; Member of the Your Walnut Creek Team |
2020-04-14 |
update person_title Emily Meier: Member of the Your Denver Team; Legal Assistant => Executive Assistant / EP Operations; Member of the Your Denver Team |
2020-04-14 |
update person_title Frances Smith: Financial Planner; Member of the Your Bellevue Team => Associate; Advisor; Member of the Your Bellevue Team |
2020-04-14 |
update person_title Fred Xuereb: Member of the Your San Francisco Team; Client Associate; Member of the Leadership Team => Member of the Your San Francisco Team; Associate Planner; Member of the Leadership Team |
2020-04-14 |
update person_title Heather Jenkins Capps: Financial Planner; Member of the Your Houston Team => Associate; Advisor; Member of the Your Houston Team |
2020-04-14 |
update person_title Irina Polyakova: Tax Manager => Vice President, Senior Tax Advisor |
2020-04-14 |
update person_title Jamie Block: Client Advisor; Member of the Leadership Team => Client Advisor and Branch Manager; Member of the Leadership Team |
2020-04-14 |
update person_title Jojo Cresci: Member of the Your San Mateo Team; Financial Planner => Member of the Your San Mateo Team; Client Advisor |
2020-04-14 |
update person_title Joshua Fitch: Senior Tax Advisor; Member of the Your Denver Team => Member of the Your Denver Team; Tax Manager |
2020-04-14 |
update person_title Justin Do: Client Associate => Associate Planner |
2020-04-14 |
update person_title Kenneth Ajello: Member of the Your Atlanta Team; Client Associate; Member of the Leadership Team => Member of the Your Atlanta Team; Associate Planner; Member of the Leadership Team |
2020-04-14 |
update person_title Linda S. Ames Lyons: Member of the Leadership Team; Financial Planner and Assistant Branch Manager => Associate; Advisor; Member of the Leadership Team |
2020-04-14 |
update person_title Lisa Corboy: Client Associate; Member of the Your Boulder Team => Senior Client Associate; Member of the Your Boulder Team |
2020-04-14 |
update person_title Logan L. Baker: Member of the Your Denver Team; Member of the Leadership Team; Estate Planning Attorney => Member of the Your Denver Team; Member of the Leadership Team; Vice President, Estate Planning |
2020-04-14 |
update person_title Maeve Schmid: Member of the Your Denver Team; Client Associate => Member of the Your Denver Team; Associate Planner |
2020-04-14 |
update person_title Marzena Hanek: Member of the Your Chicago Team; Client Associate => Member of the Your Chicago Team; Senior Client Associate |
2020-04-14 |
update person_title Matt Cook: Client Advisor and Branch Manager; Member of the Your Santa Barbara Team => Client Advisor and Regional Director; Member of the Your Santa Barbara Team |
2020-04-14 |
update person_title Melanie Guhit: Member of the Your San Francisco Team; Financial Planner => Associate; Member of the Your San Francisco Team; Advisor |
2020-04-14 |
update person_title Paola Ramos: Financial Planner; Member of the Your Walnut Creek Team => Client Advisor; Member of the Your Walnut Creek Team |
2020-04-14 |
update person_title Phillip Swenson: Financial Planner; Member of the Your Walnut Creek Team => Associate; Advisor; Member of the Your Walnut Creek Team |
2020-04-14 |
update person_title Rafael Arellano: Financial Planner; Member of the Leadership Team; Member of the Your Hackensack Team => Client Advisor; Member of the Leadership Team; Member of the Your Hackensack Team |
2020-04-14 |
update person_title Steven Crevar: Financial Planner; Member of the Your Clearwater Team; Member of the Your Hackensack Team => Associate; Member of the Your Clearwater Team; Advisor; Member of the Your Hackensack Team |
2020-04-14 |
update person_title Sydney Kirkes: Member of the Your Santa Barbara Team; Client Associate => Senior Client Associate; Member of the Your Santa Barbara Team |
2020-03-15 |
delete cfo Karsten Voermann |
2020-03-15 |
delete address 4009 Mission Oaks Boulevard,
Camarillo, California 93102 |
2020-03-15 |
delete person Christopher R. Cacchiola |
2020-03-15 |
delete person John Eckel |
2020-03-15 |
delete person Judith Hirotaka |
2020-03-15 |
delete person Karsten Voermann |
2020-03-15 |
delete person Michael T. Doran |
2020-03-15 |
delete person Patricia Nagle |
2020-03-15 |
insert about_pages_linkeddomain google.com |
2020-03-15 |
insert address 122 SW Frank Phillips Boulevard, Suite C
Bartlesville, Oklahoma 74003 |
2020-03-15 |
insert address 4009 Mission Oaks Boulevard,
Camarillo, California 93012 |
2020-03-15 |
insert career_pages_linkeddomain google.com |
2020-03-15 |
insert contact_pages_linkeddomain financial-planning.com |
2020-03-15 |
insert contact_pages_linkeddomain google.com |
2020-03-15 |
insert index_pages_linkeddomain google.com |
2020-03-15 |
insert management_pages_linkeddomain google.com |
2020-03-15 |
insert person Bernadette Mitchell |
2020-03-15 |
insert person Carin Roman |
2020-03-15 |
insert person David H. Levy |
2020-03-15 |
insert person Frederick M. Hanish |
2020-03-15 |
insert person Jason O'Meara |
2020-03-15 |
insert person Jerilyn Alport |
2020-03-15 |
insert person Kenneth J. Landgraf |
2020-03-15 |
insert person Kevin Monson |
2020-03-15 |
insert person Kiley M. Kastl |
2020-03-15 |
insert person Patrick T. Moore |
2020-03-15 |
insert person Stephanie Fernandes |
2020-03-15 |
insert person Steve Roberts |
2020-03-15 |
insert person Steven J. Deceuninck |
2020-03-15 |
insert person Tyler Davis |
2020-03-15 |
insert phone 918.956.0580 |
2020-03-15 |
insert service_pages_linkeddomain google.com |
2020-03-15 |
insert terms_pages_linkeddomain google.com |
2020-03-15 |
update person_title Renée Pichette: Client Associate; Member of the Your Boulder Team => Associate Planner; Member of the Your Boulder Team |
2020-02-14 |
delete managingdirector Jeff Kacal |
2020-02-14 |
delete otherexecutives Jesse J. Pantano |
2020-02-14 |
insert otherexecutives Brendan Reidy |
2020-02-14 |
insert otherexecutives Tim Kallas |
2020-02-14 |
insert personal_emails aa..@merceradvisors.com |
2020-02-14 |
delete email al..@merceradvisors.com |
2020-02-14 |
delete email as..@merceradvisors.com |
2020-02-14 |
delete email jm..@merceradvisors.com |
2020-02-14 |
delete person Jesse J. Pantano |
2020-02-14 |
delete person Marci Griffin |
2020-02-14 |
delete person Matthew Shea |
2020-02-14 |
delete person Sheryl Berkowitz |
2020-02-14 |
insert address 4009 Mission Oaks Boulevard,
Camarillo, California 93102 |
2020-02-14 |
insert contact_pages_linkeddomain fundintelligence.global |
2020-02-14 |
insert contact_pages_linkeddomain mimecast.com |
2020-02-14 |
insert email aa..@merceradvisors.com |
2020-02-14 |
insert email ad..@merceradvisors.com |
2020-02-14 |
insert email ju..@merceradvisors.com |
2020-02-14 |
insert person Alan C. Hewitt |
2020-02-14 |
insert person Alan E. Hewitt |
2020-02-14 |
insert person Ashlee Chu Hewitt |
2020-02-14 |
insert person Brendan Reidy |
2020-02-14 |
insert person Erik W. Thurnher |
2020-02-14 |
insert person Gale Flores |
2020-02-14 |
insert person Grace Chyun |
2020-02-14 |
insert person Jack Bruno |
2020-02-14 |
insert person Josette Hewitt |
2020-02-14 |
insert person Joshua Fitch |
2020-02-14 |
insert person Kevin Jimeno |
2020-02-14 |
insert person Laura Dominguez |
2020-02-14 |
insert person Marie Chao |
2020-02-14 |
insert person Mark Falamoun |
2020-02-14 |
insert person Marsha Grant |
2020-02-14 |
insert person Martine Lellis |
2020-02-14 |
insert person Matthew Truckner |
2020-02-14 |
insert person Rebekah Burns |
2020-02-14 |
insert person Roain Saunders |
2020-02-14 |
insert person Tim Kallas |
2020-02-14 |
insert phone 805.987.4400 |
2020-02-14 |
update person_description Judy McNary => Judy McNary |
2020-02-14 |
update person_title Jeff Kacal: Managing Director => Member of the Your Austin Team; Member of the Your Dallas Team; Client Advisor; Member of the Your Houston Team |
2020-02-14 |
update person_title John Abrahamson: Member of the Leadership Team; Principal Emeritus => Client Advisor and Principal Emeritus; Member of the Leadership Team |
2020-02-14 |
update person_title Laura Thompson: Client Experience Manager => Regional Sales Associate; Member of the Your Houston Team |
2020-02-14 |
update person_title Melissa Gioielli: Tax Associate => Tax Advisor |
2020-02-14 |
update person_title Steven Schwartz: Client Advisor and Branch Manager => Client Advisor and Principal Emeritus |
2020-02-14 |
update person_title Yisen Cai: Client Advisor and Tax Advisor => Client Advisor |
2020-01-06 |
insert managingdirector Laura Combs |
2020-01-06 |
delete person LaShauna Thomas |
2020-01-06 |
insert person Colby Ripsam |
2020-01-06 |
insert person Susy Gibo |
2020-01-06 |
update person_title Laura Combs: Client Advisor and Regional Director => Managing Director |
2019-12-06 |
insert otherexecutives Robert Toomire |
2019-12-06 |
delete address 1601 Rio Grande Street,
Suite 345
Austin, Texas 78701 |
2019-12-06 |
delete address 2901 Bee Caves Road,
Suite F
Austin, Texas 78746 |
2019-12-06 |
delete person Brooke Bees |
2019-12-06 |
delete person George E. Haas |
2019-12-06 |
delete person Kristen Meehan |
2019-12-06 |
delete phone 512.452.9600 |
2019-12-06 |
insert about_pages_linkeddomain mimecast.com |
2019-12-06 |
insert address 901 South MoPac Expressway,
Building II, Suite 270
Austin, Texas 78746 |
2019-12-06 |
insert contact_pages_linkeddomain g.page |
2019-12-06 |
insert person Brooks Allen |
2019-12-06 |
insert person Kristen Comeau |
2019-12-06 |
insert person Robert Toomire |
2019-12-06 |
update person_title Geoffrey Franklin: Financial Planner => Client Advisor |
2019-12-06 |
update person_title William Nelson: Deputy General Counsel; Chief Compliance Officer => Chief Compliance Officer |
2019-11-05 |
insert support_emails se..@merceradvisors.com |
2019-11-05 |
delete address 132 Allens Creek Road, Suite 205
Rochester, New York 14618 |
2019-11-05 |
delete address 150 North Radnor-Chester Road,
Suite C-100
Radnor, Pennsylvania 19087 |
2019-11-05 |
delete address 17787 North Perimeter Drive, Suite A-103
Scottsdale, Arizona 85255 |
2019-11-05 |
delete address 2420 17th Street, Suite 3010
Denver, Colorado 80202 |
2019-11-05 |
delete address 4030 West Boy Scout Boulevard, Suite 490
Tampa, Florida 33607 |
2019-11-05 |
delete address 470 Olde Worthington Road, Suite 263
Westerville, Ohio 43082 |
2019-11-05 |
delete address 4925 Greenville Avenue, Suite 200
Dallas, Texas 75206 |
2019-11-05 |
delete address 660 Newport Center Drive, Suite 1250
Newport Beach, California 92660 |
2019-11-05 |
delete career_pages_linkeddomain uscis.gov |
2019-11-05 |
delete index_pages_linkeddomain vanguard.com |
2019-11-05 |
delete phone 713.561.9300 |
2019-11-05 |
delete phone 720.735.7691 |
2019-11-05 |
delete phone 800.898.4642 |
2019-11-05 |
delete phone 805.565.1976 |
2019-11-05 |
delete phone 888.517.8880 |
2019-11-05 |
delete source_ip 52.8.33.194 |
2019-11-05 |
insert address 100 West Matsonford Road,
Suite 4-200
Radnor, Pennsylvania 19087 |
2019-11-05 |
insert address 103 Carnegie Center,
Suite 205
Princeton, New Jersey 08540 |
2019-11-05 |
insert address 111 Cass Street
Traverse City, Michigan 49684 |
2019-11-05 |
insert address 1129 Northern Boulevard,
Suite 404
Manhasset, New York 11030 |
2019-11-05 |
insert address 1200 17th Street,
Suite 500
Denver, Colorado 80202 |
2019-11-05 |
insert address 121 Southwest Morrison Street,
Suite 800
Portland, Oregon 97204 |
2019-11-05 |
insert address 1700 South El Camino Real, Suite 200
San Mateo, California 94402 |
2019-11-05 |
insert address 1837 East Main Street,
Onalaska, Wisconsin 54650 |
2019-11-05 |
insert address 2155 Jackson Avenue
Ann Arbor, Michigan 48103 |
2019-11-05 |
insert address 2475 Enterprise Road,
Clearwater, Florida 33763 |
2019-11-05 |
insert address 2901 Bee Caves Road,
Suite F
Austin, Texas 78746 |
2019-11-05 |
insert address 3520 Silverside Road, Suite 25
Wilmington, Delaware 19810 |
2019-11-05 |
insert address 375 Woodcliff Drive,
Suite 1C
Fairport, New York 14450 |
2019-11-05 |
insert address 3800 Arapahoe Avenue, Suite 210
Boulder, Colorado 80303 |
2019-11-05 |
insert address 410 Central Avenue, Suite 517
Great Falls, Montana 59401 |
2019-11-05 |
insert address 444 Hana Highway,
Suite D
Kahului, Hawaii 96732 |
2019-11-05 |
insert address 4440 PGA Boulevard, Suite 600
Palm Beach Gardens, Florida 33410 |
2019-11-05 |
insert address 4851 Lyndon B. Johnson Freeway,
Suite 700
Dallas, Texas 75244 |
2019-11-05 |
insert address 505 Main Street, Suite 214
Hackensack, New Jersey 07601 |
2019-11-05 |
insert address 600 North Cleveland Avenue,
Suite 140,
Westerville, Ohio 43082 |
2019-11-05 |
insert address 620 Newport Center Drive,
Suite 1030
Newport Beach, California 92660 |
2019-11-05 |
insert address 7033 East Greenway Parkway,
Suite 205
Scottsdale, Arizona 85254 |
2019-11-05 |
insert address Heron Tower
70 East 55th Street, 12th Floor
New York, New York 10022 |
2019-11-05 |
insert career_pages_linkeddomain emaplan.com |
2019-11-05 |
insert career_pages_linkeddomain envestnet.com |
2019-11-05 |
insert career_pages_linkeddomain invlink.com |
2019-11-05 |
insert career_pages_linkeddomain netdna-ssl.com |
2019-11-05 |
insert contact_pages_linkeddomain emaplan.com |
2019-11-05 |
insert contact_pages_linkeddomain envestnet.com |
2019-11-05 |
insert contact_pages_linkeddomain goo.gl |
2019-11-05 |
insert contact_pages_linkeddomain invlink.com |
2019-11-05 |
insert contact_pages_linkeddomain netdna-ssl.com |
2019-11-05 |
insert email se..@merceradvisors.com |
2019-11-05 |
insert index_pages_linkeddomain emaplan.com |
2019-11-05 |
insert index_pages_linkeddomain envestnet.com |
2019-11-05 |
insert index_pages_linkeddomain invlink.com |
2019-11-05 |
insert index_pages_linkeddomain netdna-ssl.com |
2019-11-05 |
insert person Heron Tower |
2019-11-05 |
insert person Irina Polyakova |
2019-11-05 |
insert phone 201.447.9500 |
2019-11-05 |
insert phone 212.661.8682 |
2019-11-05 |
insert phone 231.929.4500 |
2019-11-05 |
insert phone 302.778.5677 |
2019-11-05 |
insert phone 406.727.2165 |
2019-11-05 |
insert phone 503.419.3938 |
2019-11-05 |
insert phone 512.347.9500 |
2019-11-05 |
insert phone 561.408.5715 |
2019-11-05 |
insert phone 608.779.0300 |
2019-11-05 |
insert phone 609.779.6700 |
2019-11-05 |
insert phone 650.571.8888 |
2019-11-05 |
insert phone 727.614.4333 |
2019-11-05 |
insert phone 734.213.1390 |
2019-11-05 |
insert phone 808.871.1006 |
2019-11-05 |
insert phone 866.222.8505 |
2019-11-05 |
insert phone 888.324.6230 |
2019-11-05 |
insert phone 888.565.1681 |
2019-11-05 |
insert phone 888.885.8101 |
2019-11-05 |
insert phone 888.920.8085 |
2019-11-05 |
insert source_ip 104.28.18.15 |
2019-11-05 |
insert source_ip 104.28.19.15 |
2019-11-05 |
insert terms_pages_linkeddomain emaplan.com |
2019-11-05 |
insert terms_pages_linkeddomain envestnet.com |
2019-11-05 |
insert terms_pages_linkeddomain invlink.com |
2019-11-05 |
insert terms_pages_linkeddomain netdna-ssl.com |
2019-11-05 |
update primary_contact 2420 17th Street, Suite 3010, Denver, Colorado 80202 => 1200 17th Street,
Suite 500
Denver, Colorado 80202 |
2018-07-16 |
delete otherexecutives Christopher J. Curcuro |
2018-07-16 |
insert cfo Karsten Voermann |
2018-07-16 |
delete address 100 East Broad Street, Suite 1340
Columbus, Ohio 43215 |
2018-07-16 |
delete person Christopher J. Curcuro |
2018-07-16 |
delete person Denise Woods |
2018-07-16 |
delete person Marcella Mitchell |
2018-07-16 |
delete person Michael C. Duckworth |
2018-07-16 |
insert address 470 Olde Worthington Road, Suite 263
Westerville, Ohio 43082 |
2018-07-16 |
insert person Adam Fullmer |
2018-07-16 |
insert person Denise Rhodey |
2018-07-16 |
insert person Joseph DiPiazza |
2018-07-16 |
insert person Justin Scholljegerdes |
2018-07-16 |
insert person Karsten Voermann |
2018-07-16 |
insert person Nancy Coumou |
2018-07-16 |
insert person Stefani Kohler |
2018-07-16 |
insert person William Geisz |
2018-07-16 |
update person_title J. Douglas Maxwell: Chief Financial Officer; Member of the Senior Leadership Team => Chief Accounting Officer; Member of the Senior Leadership Team |
2018-07-16 |
update person_title Justin Do: Client Administrator => Client Associate |
2018-06-02 |
delete svp Venita Zavidny |
2018-06-02 |
delete vp Kamden Kanaly |
2018-06-02 |
delete address 4660 La Jolla Village Drive, Suite 700
San Diego, California 92122 |
2018-06-02 |
delete person Alba Vandermeer |
2018-06-02 |
delete person Anita Duncan |
2018-06-02 |
delete person Dylan Younce |
2018-06-02 |
delete person Kamden Kanaly |
2018-06-02 |
delete person Kelsey Moore |
2018-06-02 |
delete person Venita Zavidny |
2018-06-02 |
insert address 9171 Towne Centre Drive, Suite 250
San Diego, California 92122 |
2018-06-02 |
insert career_pages_linkeddomain uscis.gov |
2018-06-02 |
insert person Alexander Doyle |
2018-06-02 |
insert person Justin Do |
2018-06-02 |
insert person Kseniya Ribeiro |
2018-06-02 |
insert person Laura Thompson |
2018-06-02 |
insert person Michael W. Johns |
2018-06-02 |
insert person Paola Ramos |
2018-06-02 |
insert person Sandra Mitchell |
2018-06-02 |
insert person Susan Monaghan |
2018-06-02 |
update person_title Dane Sauer: Client Associate => Wealth Strategist |
2018-06-02 |
update person_title Haley Strandberg: Client Administrator => Client Associate |
2018-06-02 |
update person_title Jeremiah H. Barlow: Head of Family Wealth Services; Member of the Senior Leadership Team => Executive Vice President, Head of Family Wealth Services; Member of the Senior Leadership Team |
2018-06-02 |
update person_title Linda S. Ames Lyons: Client Associate => Financial Planner |
2018-06-02 |
update person_title Sharon Littell: Client Administrator => Client Associate |
2018-06-02 |
update person_title Sheryl Berkowitz: Client Administrator => Branch Financial Administrator |
2018-04-10 |
delete managingdirector Ron Kibbe |
2018-04-10 |
delete otherexecutives Laura Mondello |
2018-04-10 |
delete otherexecutives Ryan W. Bergmann |
2018-04-10 |
delete otherexecutives Thomas Boyer |
2018-04-10 |
insert otherexecutives Christopher J. Curcuro |
2018-04-10 |
insert otherexecutives Jesse J. Pantano |
2018-04-10 |
insert otherexecutives Vince R. Gimarelli |
2018-04-10 |
delete person Chad Gravinese |
2018-04-10 |
delete person Laura Mondello |
2018-04-10 |
delete person Maria Socarras |
2018-04-10 |
delete person Richard Elliott |
2018-04-10 |
delete person Thomas Boyer |
2018-04-10 |
delete person Zachary Devine |
2018-04-10 |
insert address 1601 Rio Grande Street, Suite 345
Austin, Texas 78701 |
2018-04-10 |
insert address 2420 17th Street, Suite 3010
Denver, Colorado 80202 |
2018-04-10 |
insert address Greystone Court
573 Hopmeadow Street
Simsbury, Connecticut 06070 |
2018-04-10 |
insert person Christopher J. Curcuro |
2018-04-10 |
insert person Cody Hall |
2018-04-10 |
insert person Dean R. Murray |
2018-04-10 |
insert person Glen Rives |
2018-04-10 |
insert person Haley Strandberg |
2018-04-10 |
insert person Jesse J. Pantano |
2018-04-10 |
insert person Karen Lee |
2018-04-10 |
insert person Vince R. Gimarelli |
2018-04-10 |
insert phone 512.452.9600 |
2018-04-10 |
insert phone 720.735.7691 |
2018-04-10 |
insert phone 805.565.1976 |
2018-04-10 |
insert phone 860.651.1716 |
2018-04-10 |
update person_title Linda Ames Lyons: Client Administrator => Client Associate |
2018-04-10 |
update person_title Ron Kibbe: Managing Director; Member of the Senior Leadership Team => Client Advisor |
2018-04-10 |
update person_title Ryan W. Bergmann: Regional Vice President => Client Advisor |
2018-01-12 |
delete source_ip 23.92.29.215 |
2018-01-12 |
insert source_ip 52.8.33.194 |
2018-01-12 |
update website_status FlippedRobots => OK |
2018-01-05 |
update website_status OK => FlippedRobots |
2017-06-08 |
delete index_pages_linkeddomain sharefile.com |
2015-06-23 |
delete index_pages_linkeddomain addtoany.com |
2015-06-23 |
delete terms_pages_linkeddomain addtoany.com |
2015-02-11 |
delete index_pages_linkeddomain youtube.com |
2015-02-11 |
delete phone 714-242-2880 10.30.72.18 |
2015-02-11 |
delete source_ip 206.188.192.166 |
2015-02-11 |
insert source_ip 23.92.29.215 |
2014-12-16 |
insert phone 714-242-2880 10.30.72.18 |
2014-06-03 |
delete index_pages_linkeddomain bestrank.com |
2014-06-03 |
delete terms_pages_linkeddomain bestrank.com |
2013-12-10 |
delete phone 1-800-391-1118 |
2013-12-10 |
insert index_pages_linkeddomain addtoany.com |
2013-12-10 |
insert index_pages_linkeddomain bestrank.com |
2013-12-10 |
insert index_pages_linkeddomain sharefile.com |
2013-12-10 |
insert index_pages_linkeddomain youtube.com |