| Date | Description |
|---|
| 2023-04-25 |
delete ceo Thomas Jordan |
| 2023-04-25 |
delete address 4722 North 24th Street, Suite B-150
Phoenix, Arizona 85016 |
| 2023-04-25 |
delete email co..@publictrustadvisors.com |
| 2023-04-25 |
delete person Thomas Jordan |
| 2023-04-25 |
delete phone (480) 573-8980 |
| 2023-01-24 |
insert person Casey Gunning |
| 2023-01-24 |
update person_title Ash Mehta: Vice President of Investment Advisory Services => Director of Investment Services |
| 2023-01-24 |
update person_title Steve Johnson: Regional Director of Marketing => Director, Investment Services |
| 2022-12-23 |
insert chieflegalofficer Jen Welsh |
| 2022-12-23 |
delete person Rob Jindrick |
| 2022-12-23 |
insert person Dylan Matthes |
| 2022-12-23 |
insert person Jen Welsh |
| 2022-12-23 |
insert person Luis Gutierrez |
| 2022-12-23 |
update person_title Barry Howsden: Chief Compliance Officer => Director of Compliance |
| 2022-11-21 |
update person_description Joey Macias => Joey Macias |
| 2022-11-21 |
update person_title Aaron Bos: Regional Director of Marketing => Director, Investment Services |
| 2022-11-21 |
update person_title Adam McCauley: Regional Director of Marketing => Director of Investment Services |
| 2022-11-21 |
update person_title Chris Starr: Regional Director of Marketing => Director, Investment Services |
| 2022-11-21 |
update person_title Dan Klus: Director of Investment Advisory Services => Senior Director of Investment Services |
| 2022-11-21 |
update person_title Danny King: Sales Manager => Director of Investment Services |
| 2022-11-21 |
update person_title Jeff Anderson: Regional Director of Marketing => Director of Investment Services |
| 2022-11-21 |
update person_title Joel Friedman: in 2017 As a Director of Investment Advisory Services; Director of Investment Advisory Services => Senior Director of Investment Services |
| 2022-11-21 |
update person_title Joey Macias: Senior Systems Administrator => Senior Business Analyst |
| 2022-11-21 |
update person_title Karen Proctor: Regional Director of Marketing => Senior Director of Investment Services |
| 2022-11-21 |
update person_title Kathy Saville: Regional Director of Marketing => Director of Investment Services |
| 2022-11-21 |
update person_title Kristin Angel: Regional Director of Marketing => Senior Director, Investment Services |
| 2022-11-21 |
update person_title Lyn Derway: Regional Director of Marketing => Director of Investment; Director, Investment Services |
| 2022-11-21 |
update person_title Matt Tight: VP of Investment Advisory Services => Senior Director, Investment Services |
| 2022-11-21 |
update person_title Rod Bettini: Director of Investment Advisory Services => Director of Investment Services |
| 2022-11-21 |
update person_title Tony Sekaly: Regional Director of Marketing => Director of Investment Services |
| 2022-11-21 |
update person_title Zach Brewer: Regional Director of Marketing => Director of Investment; Director, Investment Services |
| 2022-10-20 |
delete cto Matt Kaldenberg |
| 2022-10-20 |
delete person Matt Kaldenberg |
| 2022-10-20 |
delete person Rich Garay |
| 2022-09-18 |
delete otherexecutives Joe Primiano |
| 2022-09-18 |
delete person Joe Primiano |
| 2022-09-18 |
delete person Maggie Whitley |
| 2022-07-18 |
delete coo Joe Carroll |
| 2022-07-18 |
delete person Abhi Satyala |
| 2022-07-18 |
delete person Joe Carroll |
| 2022-03-16 |
delete coo Sandra Fitzgerald |
| 2022-03-16 |
delete otherexecutives Joe Carroll |
| 2022-03-16 |
insert cfo Sandra Fitzgerald |
| 2022-03-16 |
insert chiefriskofficer Steve Dixon |
| 2022-03-16 |
insert chro Sandra Fitzgerald |
| 2022-03-16 |
insert coo Joe Carroll |
| 2022-03-16 |
delete person Marcelo Alaniz |
| 2022-03-16 |
update person_description Brent Turner => Brent Turner |
| 2022-03-16 |
update person_description Joe Carroll => Joe Carroll |
| 2022-03-16 |
update person_description Steve Dixon => Steve Dixon |
| 2022-03-16 |
update person_title Brent Turner: Vice President of Investment Advisory Services => Regional Director of Strategy |
| 2022-03-16 |
update person_title Joe Carroll: Chief Development Officer => Chief Operating Officer |
| 2022-03-16 |
update person_title Sandra Fitzgerald: Chief Operating Officer => Head of Human Resources; Chief Financial Officer |
| 2022-03-16 |
update person_title Steve Dixon: Director of Business Operations => Chief Risk Officer |
| 2021-12-13 |
delete chiefriskofficer Kevin Berents |
| 2021-12-13 |
insert cio Brian Sugrue |
| 2021-12-13 |
delete person Brian Kelso |
| 2021-12-13 |
insert person Aaron Bos |
| 2021-12-13 |
insert person Brian Sugrue |
| 2021-12-13 |
insert person Dan Klus |
| 2021-12-13 |
insert person David Ekvall |
| 2021-12-13 |
insert person Johnny Combs |
| 2021-12-13 |
insert person Laura Greb |
| 2021-12-13 |
insert person Ryan Brown |
| 2021-12-13 |
insert person Sherry Villafane |
| 2021-12-13 |
update person_description Sean Fitzgerald => Sean Fitzgerald |
| 2021-12-13 |
update person_title Kevin Berents: Chief Risk Officer => Head of Credit Research |
| 2021-12-13 |
update person_title Sean Fitzgerald: Senior Credit Analyst => Portfolio Manager |
| 2021-09-20 |
delete person Ben Mendenhall |
| 2021-08-18 |
delete address 500 Marquette Avenue, Suite 1200
Albuquerque, NM 87102 |
| 2021-08-18 |
delete phone (505) 263-1453 |
| 2021-08-18 |
insert person Nick Palomba |
| 2021-07-16 |
delete person Alicia Jiron |
| 2021-07-16 |
insert person Zach Brewer |
| 2021-06-14 |
delete person Clint Glaser |
| 2021-06-14 |
insert address 8.Data Transfers
Public Trust is based in the United States |
| 2021-06-14 |
insert email co..@publictrustadvisors.com |
| 2021-06-14 |
insert terms_pages_linkeddomain google.com |
| 2021-06-14 |
insert terms_pages_linkeddomain luckyorange.com |
| 2021-06-14 |
update person_description Alicja Emsbach => Alicja Emsbach |
| 2021-06-14 |
update person_description Ash Mehta => Ash Mehta |
| 2021-06-14 |
update person_description Kathy Saville => Kathy Saville |
| 2021-06-14 |
update person_description Ryan Renfrew => Ryan Renfrew |
| 2021-06-14 |
update person_description Sandra Fitzgerald => Sandra Fitzgerald |
| 2021-06-14 |
update person_title Rich Garay: Regional Director of Marketing => Marketing Consultant |
| 2021-04-19 |
delete address Line 2 City State
Alabama
Alaska |
| 2021-04-19 |
delete person Kevin Leahy |
| 2021-04-19 |
delete person Shawn Cullinane |
| 2021-02-25 |
delete person Raphaele Hunter |
| 2021-01-24 |
insert president Todd Alton |
| 2021-01-24 |
delete person Sheila Duffy |
| 2021-01-24 |
insert person Jeff Anderson |
| 2021-01-24 |
insert person Todd Alton |
| 2021-01-24 |
update person_title Maggie Whitley: Office Administrator in Human Resources => Human Resources Administrator for Public Trust Where She Is Responsible; Human Resources Administrator |
| 2020-09-28 |
insert address 5256 Peachtree Road, Suite 165
Chamblee, Georgia 30341 |
| 2020-09-28 |
insert person Rod Bettini |
| 2020-09-28 |
insert phone (404) 383-4319 |
| 2020-06-19 |
delete address 2422 24th Street, Suite B-150
Phoenix, Arizona 85008 |
| 2020-06-19 |
insert address 4722 North 24th Street, Suite B-150
Phoenix, Arizona 85016 |
| 2020-05-19 |
insert address 2422 24th Street, Suite B-150
Phoenix, Arizona 85008 |
| 2020-05-19 |
insert person Brian Kelso |
| 2020-05-19 |
insert person Laura Glenn |
| 2020-05-19 |
insert phone (480) 573-8980 |
| 2020-04-19 |
delete otherexecutives Christa Kronquist |
| 2020-04-19 |
insert cco Emmie Madison |
| 2020-04-19 |
insert coo Christa Kronquist |
| 2020-04-19 |
insert otherexecutives Joe Primiano |
| 2020-04-19 |
update person_description Emmie Madison => Emmie Madison |
| 2020-04-19 |
update person_title Christa Kronquist: Vice President of Operations => Director of Operations |
| 2020-04-19 |
update person_title Emmie Madison: Content Writer => Communications Director |
| 2020-04-19 |
update person_title Joe Primiano: Senior Accountant => Vice President of Finance |
| 2020-02-18 |
insert chiefriskofficer Kevin Berents |
| 2020-02-18 |
insert person Peter Rizzo |
| 2020-02-18 |
update person_description Raphaele Hunter => Raphaele Hunter |
| 2020-02-18 |
update person_title Kevin Berents: Head of Credit => Chief Risk Officer |
| 2020-01-14 |
update person_title Sean Fitzgerald: Credit Research Analyst => Senior Credit Analyst |
| 2019-11-13 |
update person_description Tegan Kmack => Tegan Kmack |
| 2019-11-13 |
update person_title Tegan Kmack: Fund Accountant => Lead Fund Accountant |
| 2019-10-14 |
delete source_ip 69.16.194.182 |
| 2019-10-14 |
insert source_ip 67.227.134.74 |
| 2019-10-14 |
update robots_txt_status www.publictrustadvisors.com: 404 => 200 |
| 2019-05-15 |
delete person Chris R. Salinas |
| 2019-05-15 |
delete person Evan M. Hurley |
| 2019-05-15 |
delete person Josh Palacios |
| 2018-12-30 |
delete address 98 Mill Plain Road, Suite 4a
Danbury CT, 06811 |
| 2018-12-30 |
delete phone (213) 545-7452 |
| 2018-12-30 |
delete phone (914) 301-4070 |
| 2018-11-14 |
delete cmo Karen A. Proctor |
| 2018-11-14 |
insert otherexecutives Karen A. Proctor |
| 2018-11-14 |
delete address 501 Laguna Blvd.,
SW Albuquerque, NM 87104 |
| 2018-11-14 |
delete address 6771 Shawnee Run Road
Madeira |
| 2018-11-14 |
delete address 777 S Figueroa St #805
Los Angeles, CA 90017 |
| 2018-11-14 |
insert address 2529 Route 52, Suite 202
Hopewell Junction, NY 12533 |
| 2018-11-14 |
insert address 500 Marquette Avenue, Suite 1200
Albuquerque, NM 87102 |
| 2018-11-14 |
insert address 550 S. Hope Street, Suite 560
Los Angeles, CA 90071 |
| 2018-11-14 |
insert address 6650 Shawnee Ridge Lane
Cincinnati, OH 45243 |
| 2018-11-14 |
update person_title Karen A. Proctor: Director of Marketing => Regional Director |
| 2018-04-17 |
delete person Chris L. Toney |
| 2018-04-17 |
delete phone (407) 588-0076 |
| 2018-04-17 |
insert person Kevin K. Berents |
| 2018-04-17 |
insert person Stephanie L. Harter |
| 2018-04-17 |
insert phone (866) 616-3949 |
| 2018-03-06 |
delete person Todd W. Alton |
| 2018-01-25 |
insert phone (213) 545-7452 |
| 2017-07-26 |
delete address 201 E. Pine Street, Suite 450
Orlando, FL 32801 |
| 2017-07-26 |
insert address 201 E. Pine Street, Suite 750
Orlando, FL 32801 |
| 2017-05-09 |
delete vpsales Matthew D. Starr |
| 2017-05-09 |
insert otherexecutives Matthew D. Starr |
| 2017-05-09 |
insert otherexecutives Stephen J. Dixon |
| 2017-05-09 |
update person_title Matthew D. Starr: Member of the Relationship Management Team; Vice President, Sales and Marketing => Director; Member of the Relationship Management Team; Director, Client Relations |
| 2017-05-09 |
update person_title Stephen J. Dixon: Vice President, Business Operations => Director, Business Operations; Director |
| 2017-03-06 |
insert cfo Sandra K. Fitzgerald |
| 2017-03-06 |
insert otherexecutives Joel Friedman |
| 2017-03-06 |
insert person Acacia C. Scavone |
| 2017-03-06 |
insert person Chris R. Salinas |
| 2017-03-06 |
insert person Joel Friedman |
| 2017-03-06 |
insert person Josh Palacios |
| 2017-03-06 |
insert person Sandra K. Fitzgerald |
| 2017-03-06 |
insert person Sean J. Fitzgerald |
| 2017-03-06 |
update person_description Neil S. Waud => Neil S. Waud |
| 2016-12-10 |
insert about_pages_linkeddomain bamboohr.com |
| 2016-12-10 |
insert contact_pages_linkeddomain bamboohr.com |
| 2016-12-10 |
insert index_pages_linkeddomain bamboohr.com |
| 2016-12-10 |
insert management_pages_linkeddomain bamboohr.com |
| 2016-12-10 |
insert service_pages_linkeddomain bamboohr.com |
| 2016-10-16 |
insert phone (407) 588-0076 |
| 2016-06-20 |
insert otherexecutives Mark Creger |
| 2016-06-20 |
delete address 999 18th Street, Suite 1230
Denver, CO 80202 |
| 2016-06-20 |
delete person Matt D. Kaldenberg |
| 2016-06-20 |
insert address 201 E. Pine Street, Suite 450
Orlando, FL 32801 |
| 2016-06-20 |
insert address 717 17th Street, Suite 1850
Denver, CO 80202 |
| 2016-06-20 |
insert person Manuel N. San Luis |
| 2016-06-20 |
insert person Mark Creger |
| 2016-06-20 |
update person_title Chris Toney: Director, Head of Credit Research; Member of the Portfolio Management Team => Managing Director, Head of Credit Research; Member of the Portfolio Management Team |
| 2016-04-04 |
delete cmo Bill R. Moritz |
| 2016-04-04 |
delete managingdirector Chris M. DeBow |
| 2016-04-04 |
delete address 7754 Camargo Road, Suite 23
Madeira, OH 45243 |
| 2016-04-04 |
delete person Bill R. Moritz |
| 2016-04-04 |
delete phone (513) 823-2023 |
| 2016-04-04 |
insert address 6771 Shawnee Run Road
Madeira |
| 2016-04-04 |
insert address 777 S Figueroa St #805
Los Angeles, CA 90017 |
| 2016-04-04 |
insert person Aaron B. Joseph |
| 2016-04-04 |
insert person Audrey L. Parker |
| 2016-04-04 |
insert person Evan M. Hurley |
| 2016-04-04 |
insert person Mary K. Rose |
| 2016-04-04 |
insert person Matt D. Kaldenberg |
| 2016-04-04 |
insert person Ute I. Gumm |
| 2016-04-04 |
insert phone (513) 252-3830 |
| 2016-04-04 |
update person_title Chris M. DeBow: PTA Staff Member; Managing Director; Managing Director, Investment Advisory Services; Member of the Key Executives Team => Managing Director, Senior Portfolio Strategist |
| 2015-12-02 |
insert person Carter Genoar |
| 2015-04-23 |
delete source_ip 50.28.91.140 |
| 2015-04-23 |
insert source_ip 69.16.194.182 |
| 2014-10-15 |
insert vp Matthew Tight |
| 2014-10-15 |
insert person Matthew Tight |
| 2014-10-15 |
insert person Todd Alton |
| 2014-09-07 |
delete source_ip 50.28.85.64 |
| 2014-09-07 |
insert source_ip 50.28.91.140 |
| 2014-09-07 |
update person_title Sheila A. Duffy: Head of Credit Research Director; PTA Staff Member; Director => Professionals; PTA Staff Member; Director |
| 2014-05-23 |
delete ceo Gregory S. Wright |
| 2014-05-23 |
delete cmo Jim Berger |
| 2014-05-23 |
delete cmo Karen A. Proctor |
| 2014-05-23 |
delete otherexecutives Jen C. Gosselin |
| 2014-05-23 |
delete president Thomas D. Jordan |
| 2014-05-23 |
delete vp Matthew Tight |
| 2014-05-23 |
insert ceo Thomas D. Jordan |
| 2014-05-23 |
insert president Gregory S. Wright |
| 2014-05-23 |
insert vp Jen C. Gosselin |
| 2014-05-23 |
delete person Jim Berger |
| 2014-05-23 |
delete person Karen A. Proctor |
| 2014-05-23 |
delete person Lisa M. Spano |
| 2014-05-23 |
delete person Matthew Tight |
| 2014-05-23 |
delete person Tyler B. Kealy |
| 2014-05-23 |
update person_title Gregory S. Wright: PTA Staff Member; Chief Executive Officer => PTA Staff Member; President |
| 2014-05-23 |
update person_title Jen C. Gosselin: Assistant Vice President; Professionals; Assistant Vice President of Operations and Accounting => Vice President; Professionals; Vice President of Operations and Accounting |
| 2014-05-23 |
update person_title Thomas D. Jordan: President => Chief Executive Officer |
| 2013-12-25 |
delete otherexecutives Jaime Richards |
| 2013-12-25 |
delete person Jaime Richards |