| Date | Description |
|---|
| 2024-03-19 |
delete chro Jane Moyer |
| 2024-03-19 |
insert chro Missy Jerome |
| 2024-03-19 |
insert svp Missy Jerome |
| 2024-03-19 |
delete person Jane Moyer |
| 2024-03-19 |
delete source_ip 3.9.51.5 |
| 2024-03-19 |
insert address Insights
Insights
2024 Outlook |
| 2024-03-19 |
insert person Missy Jerome |
| 2024-03-19 |
insert source_ip 18.135.83.51 |
| 2024-03-19 |
update person_description Brian Price => Brian Price |
| 2024-03-19 |
update person_title John Hagberg: SVP, Project Management Office => SVP, Enterprise Business Operations |
| 2024-03-19 |
update person_title Rory Barratt: SVP, Corporate Strategy => SVP, Chief Strategy and Product Officer |
| 2023-10-03 |
delete source_ip 18.135.239.82 |
| 2023-10-03 |
delete source_ip 3.11.214.45 |
| 2023-10-03 |
insert source_ip 3.9.51.5 |
| 2023-10-03 |
insert source_ip 3.10.126.228 |
| 2023-09-01 |
insert cio Christopher Blotto |
| 2023-09-01 |
insert svp Brian Sullivan |
| 2023-09-01 |
delete address 110 West A Street, Suite 1800, San Diego, CA 92101-3706 |
| 2023-09-01 |
delete source_ip 13.41.20.208 |
| 2023-09-01 |
delete source_ip 3.11.93.128 |
| 2023-09-01 |
delete terms_pages_linkeddomain plaid.com |
| 2023-09-01 |
insert address 600 West Broadway, Suite 3200, San Diego, CA 92101-3398 |
| 2023-09-01 |
insert person Christopher Blotto |
| 2023-09-01 |
insert source_ip 18.135.239.82 |
| 2023-09-01 |
insert source_ip 3.11.214.45 |
| 2023-09-01 |
insert terms_pages_linkeddomain yodlee.com |
| 2023-09-01 |
update person_description Nancy DiBattista => Nancy DiBattista |
| 2023-09-01 |
update person_title Brian Sullivan: Chief Marketing Officer => Senior Vice President; Chief Marketing Officer |
| 2023-09-01 |
update person_title Jon Bohs: Managing Principal, Brokerage Operations => Managing Principal, Trading and Brokerage Operations |
| 2023-09-01 |
update person_title Nancy DiBattista: SVP, Transition and Field Development Operations => SVP, Transition |
| 2023-04-10 |
delete source_ip 18.135.239.82 |
| 2023-04-10 |
delete source_ip 3.11.214.45 |
| 2023-04-10 |
insert source_ip 13.41.20.208 |
| 2023-04-10 |
insert source_ip 3.11.93.128 |
| 2023-04-10 |
update person_description Matt Deitch => Matt Deitch |
| 2023-04-10 |
update person_title Matt Chisholm: SVP, RIA Services and Practice Management => SVP, Business Solutions |
| 2023-04-10 |
update person_title Matt Deitch: Principal, Corporate Strategy => Vice Chairman |
| 2023-03-10 |
delete cio Miriam Manning |
| 2023-03-10 |
delete person Miriam Manning |
| 2023-03-10 |
delete source_ip 3.10.244.4 |
| 2023-03-10 |
insert source_ip 3.11.214.45 |
| 2023-03-10 |
update person_description Paul Tolley => Paul Tolley |
| 2023-02-06 |
delete source_ip 3.11.93.128 |
| 2023-02-06 |
delete source_ip 35.177.4.152 |
| 2023-02-06 |
insert management_pages_linkeddomain thinkadvisor.com |
| 2023-02-06 |
insert source_ip 18.135.239.82 |
| 2023-02-06 |
insert source_ip 3.10.244.4 |
| 2023-01-05 |
delete source_ip 18.135.78.54 |
| 2023-01-05 |
delete source_ip 18.135.239.82 |
| 2023-01-05 |
insert source_ip 3.11.93.128 |
| 2023-01-05 |
insert source_ip 35.177.4.152 |
| 2022-12-04 |
delete source_ip 52.56.244.77 |
| 2022-12-04 |
insert source_ip 18.135.78.54 |
| 2022-11-03 |
delete source_ip 18.135.78.54 |
| 2022-11-03 |
insert source_ip 52.56.244.77 |
| 2022-11-03 |
update person_description David Kelly => David Kelly |
| 2022-11-03 |
update person_title David Kelly: Managing Principal, Trading and Operations => Managing Principal, Trading and Brokerage Operations |
| 2022-10-03 |
insert otherexecutives Michelle Kelley |
| 2022-10-03 |
insert svp Michelle Kelley |
| 2022-10-03 |
delete source_ip 3.11.93.128 |
| 2022-10-03 |
delete source_ip 52.56.244.77 |
| 2022-10-03 |
insert person Jessica Fougere |
| 2022-10-03 |
insert person Matthew Sugden |
| 2022-10-03 |
insert person Michelle Kelley |
| 2022-10-03 |
insert person Rory Barratt |
| 2022-10-03 |
insert source_ip 18.135.78.54 |
| 2022-10-03 |
insert source_ip 18.135.239.82 |
| 2022-10-03 |
update person_description Kol Chu Birke => Kol Chu Birke |
| 2022-10-03 |
update person_title Kol Chu Birke: Managing Principal, Technology and Corporate Strategy => Managing Principal, Community & Technology Engagement |
| 2022-08-03 |
delete source_ip 18.135.78.54 |
| 2022-08-03 |
insert source_ip 3.11.93.128 |
| 2022-07-03 |
delete career_pages_linkeddomain netlify.app |
| 2022-07-03 |
delete contact_pages_linkeddomain netlify.app |
| 2022-07-03 |
delete index_pages_linkeddomain netlify.app |
| 2022-07-03 |
delete management_pages_linkeddomain netlify.app |
| 2022-07-03 |
delete source_ip 18.135.239.82 |
| 2022-07-03 |
delete terms_pages_linkeddomain ftc.gov |
| 2022-07-03 |
delete terms_pages_linkeddomain netlify.app |
| 2022-07-03 |
insert source_ip 52.56.244.77 |
| 2022-07-03 |
insert terms_pages_linkeddomain plaid.com |
| 2022-07-03 |
update website_status EmptyPage => OK |
| 2022-05-04 |
update website_status OK => EmptyPage |
| 2022-04-04 |
insert otherexecutives Becca Hajjar |
| 2022-04-04 |
insert svp Becca Hajjar |
| 2022-04-04 |
update person_description Andrew Daniels => Andrew Daniels |
| 2022-04-04 |
update person_description Becca Hajjar => Becca Hajjar |
| 2022-04-04 |
update person_title Andrew Daniels: Managing Principal, Business Development => Managing Principal, Community Engagement |
| 2022-04-04 |
update person_title Becca Hajjar: SVP, Field Development => Chief Business Development Officer; SVP |