TRUSTEE SERVICES - History of Changes


DateDescription
2024-03-25 delete coo Carina Hill
2024-03-25 insert otherexecutives Carina Hill
2024-03-25 delete person Gregory Schupra
2024-03-25 delete person Ralina Ankrum
2024-03-25 delete person Steve Masterson
2024-03-25 insert person Jessica Showers
2024-03-25 insert person Libby Lane
2024-03-25 insert person Melia Bennett
2024-03-25 insert person Olivia Rachlis-Graham
2024-03-25 insert person Parker Quinn
2024-03-25 update person_title Angelina Mabe: Client Services Associate => Client Services Specialist
2024-03-25 update person_title Carina Hill: Director of Operations => Vice President - Operations
2024-03-25 update person_title Jessie A. Sanders: Director of Estates & Trusts => Vice President - Estate Services
2024-03-25 update person_title Lisa DiBruno: Client Services Associate => Senior Client Relationship Specialist
2023-09-15 delete email fp..@gmail.com
2023-09-15 delete index_pages_linkeddomain financialplanningassociation.org
2023-09-15 delete person Jared Marken
2023-08-13 delete address 8400 E. Crescent Pkwy, Ste 600, Greenwood Village, CO 80111
2023-08-13 insert address 6312 S. Fiddlers Green Cir, 300E, Greenwood Village, CO 80111
2023-07-10 insert email fp..@gmail.com
2023-07-10 insert index_pages_linkeddomain financialplanningassociation.org
2023-06-06 delete address 1775 Telstar Drive, Ste 300, Colorado Springs, CO 80920
2023-06-06 insert address 1755 Telstar Drive, Ste 300, Colorado Springs, CO 80920
2023-04-23 delete coo Matt Gardner
2023-04-23 delete person Matt Gardner
2023-04-23 insert index_pages_linkeddomain loom.ly
2023-04-23 insert person Robert J. Lawton
2023-04-23 update person_description Angelina Mabe => Angelina Mabe
2023-04-23 update person_description Ralina Ankrum => Ralina Ankrum
2023-03-22 delete person Mary Sue Powers
2023-03-22 insert person Angelina Mabe
2023-03-22 insert person Ralina Ankrum
2023-03-22 insert person Steve Masterson
2023-03-22 update person_title Robin Wielgos: Client Services Associate => Finance Manager
2023-02-19 delete address 5445 DTC Parkway, P4, Greenwood Village, CO 80111
2023-02-19 insert address 8400 E. Crescent Pkwy, Ste 600, Greenwood Village, CO 80111
2023-01-18 delete person Bruce Peotter
2023-01-18 delete person Steve Masterson
2023-01-18 insert person Robin Wielgos
2022-12-17 insert coo Carina Hill
2022-12-17 delete person Libby Lane
2022-12-17 insert person Carina Hill
2022-12-17 insert person Laurel Burlew
2022-12-17 insert person Lisa DiBruno
2022-11-15 delete address 155 E. Boardwalk Drive, Suite 400, Fort Collins, CO 80525
2022-11-15 delete address 1775 Telstar Drive, Suite 300, Colorado Springs, CO 80920
2022-11-15 delete address 508 E. 18th Street, Cheyenne WY 82001
2022-11-15 insert address 155 E. Boardwalk Drive, Ste 400, Fort Collins, CO 80525
2022-11-15 insert address 1775 Telstar Drive, Ste 300, Colorado Springs, CO 80920
2022-11-15 insert address 508 East 18th Street, Cheyenne WY 82001
2022-10-15 delete person Rick Shaum
2022-08-13 delete person Jim Dean
2022-08-13 update person_description Libby Lane => Libby Lane
2022-08-13 update person_description Mary Sue Powers => Mary Sue Powers
2022-08-13 update person_title Jessie A. Sanders: Director of Trust & Estate Administration => Director of Estates & Trusts
2022-08-13 update person_title Libby Lane: Manager of Finance => Director of Legacy Development
2022-06-13 update person_description Matt Gardner => Matt Gardner
2022-05-13 insert address 155 E. Boardwalk Drive, Suite 400, Fort Collins, CO 80525
2022-05-13 insert address 1775 Telstar Drive, Suite 300, Colorado Springs, CO 80920
2022-05-13 insert address 508 E. 18th Street, Cheyenne WY 82001
2022-05-13 insert address 5445 DTC Parkway, P4, Greenwood Village, CO 80111
2022-04-12 delete cfo Valerie Marken
2022-04-12 insert otherexecutives Valerie Marken
2022-04-12 insert email gr..@trusteeservicesgroup.com
2022-04-12 insert email jo..@trusteeservicesgroup.com
2022-04-12 insert email li..@trusteeservicesgroup.com
2022-04-12 insert email ri..@trusteeservicesgroup.com
2022-04-12 insert person Jared Marken
2022-04-12 insert person L. Cooper Overstreet
2022-04-12 insert person Matt Gardner
2022-04-12 insert person Neil DeVoogd
2022-04-12 update person_title Valerie Marken: Director of Finance => Vice President of Finance
2022-03-12 delete address 155 E. Boardwalk Drive Fort Collins, CO 80525
2022-03-12 insert phone 303-515-2001
2022-03-12 insert phone 307-263-0059
2022-03-12 update person_title Jessie A. Sanders: VP Paralegal Services / Client Resource Manager => Director of Trust and Estate Administration
2022-03-12 update person_title John Nicholas: Wealth Transition Specialist Director of Client Relationships => Vice President - Fiduciary Services
2022-03-12 update person_title Libby Lane: Trust Operations Client Care => Manager of Finance
2022-03-12 update person_title Mary Sue Powers: Director of Operations & Client Care; Director of Operations and Director of Client Care => Vice President - Client Care & Operations; Director of Operations and Director of Client Care
2021-12-14 insert person Jessie A. Sanders
2021-12-14 insert person Lisa Kochanasz
2021-09-21 delete otherexecutives Valerie Marken
2021-09-21 insert cfo Valerie Marken
2021-09-21 update person_title Valerie Marken: Director of Administration => Director of Finance
2021-08-21 delete terms_pages_linkeddomain allaboutcookies.org
2021-08-21 insert address 155 E. Boardwalk Drive Fort Collins, CO 80525
2021-07-19 delete source_ip 166.62.77.130
2021-07-19 insert source_ip 35.208.193.222
2021-01-30 delete ceo Steve Marken
2021-01-30 delete founder Steve Marken
2021-01-30 update person_title Bruce Peotter: Estate Settlement Trustee => Owner; Owner Attorney Trustee & Estate Settlement Services
2021-01-30 update person_title Jim Dean: Director of Human Capital Trustee; Director of Human Capital; Member of Kingdom Advisors => Director of Human Capital Resources; Member of Kingdom Advisors
2021-01-30 update person_title John Nicholas: Wealth Transition Specialist Trustee => Wealth Transition Specialist Director of Client Relationships
2021-01-30 update person_title Steve Marken: CEO; Founder; Founder & CEO Trustee => Founding Owner Attorney CEO Trustee & Estate Settlement Services
2021-01-30 update person_title Steve Masterson: Fiduciary Expert Witness Trustee => Fiduciary Expert Witness
2020-10-09 delete person Stacy Rea
2020-08-09 insert otherexecutives Valerie Marken
2020-08-09 insert person Bruce Peotter
2020-08-09 insert person Cindy Moritz
2020-08-09 insert person Jim Dean
2020-08-09 insert person John Nicholas
2020-08-09 insert person Libby Lane
2020-08-09 insert person Mary Sue Powers
2020-08-09 insert person Rick Shaum
2020-08-09 insert person Stacy Rea
2020-08-09 insert person Steve Masterson
2020-08-09 insert person Valerie Marken
2020-07-09 delete otherexecutives Valerie Marken
2020-07-09 delete person Bruce Peotter
2020-07-09 delete person Cindy Moritz
2020-07-09 delete person Gregory A. Schupra
2020-07-09 delete person Jim Dean
2020-07-09 delete person Libby Lane
2020-07-09 delete person Mary Sue Powers
2020-07-09 delete person Rick Shaum
2020-07-09 delete person Stacy Rea
2020-07-09 delete person Valerie Marken
2020-06-04 delete cfo Valerie Marken
2020-06-04 delete coo Mary Sue Powers
2020-06-04 insert otherexecutives Valerie Marken
2020-06-04 update person_title Mary Sue Powers: Director of Operations; Director of Operations and Director of Client Care => Director of Operations & Client Care; Director of Operations and Director of Client Care
2020-06-04 update person_title Steve Marken: CEO; Founder => CEO; Founder; Founder & CEO Trustee
2020-06-04 update person_title Valerie Marken: Director of Finance => Director of Administration
2020-05-04 insert phone 970-488-1850
2020-04-04 delete otherexecutives Valerie Marken
2020-04-04 insert cfo Valerie Marken
2020-04-04 delete source_ip 192.186.251.37
2020-04-04 insert source_ip 166.62.77.130
2020-04-04 update person_title Gregory A. Schupra: Trustee; Consultant => null
2020-04-04 update person_title Jim Dean: Director of Human Capital, Trustee; Member of Kingdom Advisors => Director of Human Capital; Member of Kingdom Advisors
2020-04-04 update person_title Rick Shaum: Consultant => null
2020-04-04 update person_title Valerie Marken: Director of Administration => Director of Finance
2020-03-04 delete person Tim McCutcheon
2020-02-03 delete address 121 S. Tejon St. Suite 900, Colorado Springs, CO 80903
2020-02-03 delete address 121 S. Tejon Street, #900, Colorado Springs, CO 80903
2020-02-03 insert address 1755 Telstar Drive, Suite 300, Colorado Springs, CO 80920
2020-02-03 insert service_pages_linkeddomain excellenceingiving.com
2020-02-03 update person_title Gregory A. Schupra: Trust Consultant => Trustee; Consultant
2020-02-03 update primary_contact 121 S. Tejon Street, #900, Colorado Springs, CO 80903 => 1755 Telstar Drive, Suite 300, Colorado Springs, CO 80920
2020-01-03 delete person Hannah Lane
2020-01-03 insert person Cindy Moritz
2020-01-03 update person_title Jim Dean: Director of Human Capital; Member of Kingdom Advisors => Director of Human Capital, Trustee; Member of Kingdom Advisors
2020-01-03 update person_title Steve Masterson: Trust Consultant => Trustee; Consultant
2019-10-04 delete address 121 S. Tejon Street, Ste 900, Colorado Springs, CO 80903
2019-10-04 insert address 121 S. Tejon Street, #900, Colorado Springs, CO 80903
2019-10-04 update person_title Gregory A. Schupra: Fiduciary, Trust Consultant => Trust Consultant
2019-10-04 update person_title Libby Lane: Financial Assistant => Trust Operations
2019-10-04 update person_title Steve Masterson: Fiduciary, Trust Consultant => Trust Consultant
2019-10-04 update primary_contact 121 S. Tejon Street, Ste 900, Colorado Springs, CO 80903 => 121 S. Tejon Street, #900, Colorado Springs, CO 80903
2019-09-03 delete alias Trustee Services Group, PLLC
2019-09-03 insert address 121 S. Tejon St. Suite 900, Colorado Springs, CO 80903
2019-09-03 insert address 121 S. Tejon Street, Ste 900, Colorado Springs, CO 80903
2019-09-03 update primary_contact null => 121 S. Tejon Street, Ste 900, Colorado Springs, CO 80903
2019-04-28 delete source_ip 184.168.131.233
2019-04-28 insert source_ip 192.186.251.37
2018-10-16 delete source_ip 192.186.251.37
2018-10-16 insert source_ip 184.168.131.233
2018-06-29 insert person Timothy McCutcheon
2017-10-14 insert person Gregory A. Schupra
2017-06-27 delete person CRAIG McHUGH
2017-06-27 delete person RON LINT
2017-06-27 insert person Mary Sue Powers
2016-07-04 insert email cg..@gmail.com
2016-07-04 insert person Garland Gould
2015-07-15 delete address 121 S. Tejon St., Suite 1107 Colorado Springs, CO 80903
2015-07-15 insert address 121 S. Tejon St., Suite 900 Colorado Springs, CO 80903
2015-07-15 insert service_pages_linkeddomain purposefulplanninginstitute.com
2015-07-15 insert service_pages_linkeddomain theheritageinstitute.com
2015-07-15 update primary_contact 121 S. Tejon St., Suite 1107 Colorado Springs, CO 80903 => 121 S. Tejon St., Suite 900 Colorado Springs, CO 80903
2015-04-21 insert fax 719.433.7676
2015-02-20 delete email cm..@trusteeservicesgroup.com
2015-02-20 delete email ri..@trusteeservicesgroup.com
2015-02-20 delete email ro..@trusteeservicesgroup.com
2015-02-20 delete management_pages_linkeddomain blackcablist.com
2015-02-20 delete management_pages_linkeddomain bridgesforhope.org
2015-02-20 delete management_pages_linkeddomain chandienchinhhang.com
2015-02-20 delete management_pages_linkeddomain ck41tours.com
2015-02-20 delete management_pages_linkeddomain cupojoe.com
2015-02-20 delete management_pages_linkeddomain etechieus.com
2015-02-20 delete management_pages_linkeddomain fionaenvirons.com
2015-02-20 delete management_pages_linkeddomain landofskyrbi.org
2015-02-20 delete management_pages_linkeddomain madamine.com
2015-02-20 delete management_pages_linkeddomain marius-media.com
2015-02-20 delete management_pages_linkeddomain minaswalayan.com
2015-02-20 delete management_pages_linkeddomain purotoner.cl
2015-02-20 delete management_pages_linkeddomain sensorialmotion.com.mx
2015-02-20 delete management_pages_linkeddomain studyzombie.com
2015-02-20 delete management_pages_linkeddomain tacoxpress.com
2015-02-20 delete management_pages_linkeddomain tatamyfire.org
2015-02-20 insert email ri..@gmail.com
2015-02-20 update person_description Steve Masterson => Steve Masterson
2014-12-18 delete about_pages_linkeddomain blackcablist.com
2014-12-18 delete about_pages_linkeddomain bridgesforhope.org
2014-12-18 delete about_pages_linkeddomain chandienchinhhang.com
2014-12-18 delete about_pages_linkeddomain ck41tours.com
2014-12-18 delete about_pages_linkeddomain cupojoe.com
2014-12-18 delete about_pages_linkeddomain etechieus.com
2014-12-18 delete about_pages_linkeddomain fionaenvirons.com
2014-12-18 delete about_pages_linkeddomain landofskyrbi.org
2014-12-18 delete about_pages_linkeddomain madamine.com
2014-12-18 delete about_pages_linkeddomain marius-media.com
2014-12-18 delete about_pages_linkeddomain minaswalayan.com
2014-12-18 delete about_pages_linkeddomain purotoner.cl
2014-12-18 delete about_pages_linkeddomain sensorialmotion.com.mx
2014-12-18 delete about_pages_linkeddomain studyzombie.com
2014-12-18 delete about_pages_linkeddomain tacoxpress.com
2014-12-18 delete about_pages_linkeddomain tatamyfire.org
2014-12-18 delete contact_pages_linkeddomain ck41tours.com
2014-12-18 delete contact_pages_linkeddomain etechieus.com
2014-12-18 delete contact_pages_linkeddomain fionaenvirons.com
2014-12-18 delete contact_pages_linkeddomain marius-media.com
2014-12-18 delete contact_pages_linkeddomain purotoner.cl
2014-12-18 delete contact_pages_linkeddomain sensorialmotion.com.mx
2014-12-18 delete contact_pages_linkeddomain studyzombie.com
2014-12-18 delete contact_pages_linkeddomain tacoxpress.com
2014-12-18 delete index_pages_linkeddomain blackcablist.com
2014-12-18 delete index_pages_linkeddomain bridgesforhope.org
2014-12-18 delete index_pages_linkeddomain chandienchinhhang.com
2014-12-18 delete index_pages_linkeddomain ck41tours.com
2014-12-18 delete index_pages_linkeddomain cupojoe.com
2014-12-18 delete index_pages_linkeddomain etechieus.com
2014-12-18 delete index_pages_linkeddomain fionaenvirons.com
2014-12-18 delete index_pages_linkeddomain landofskyrbi.org
2014-12-18 delete index_pages_linkeddomain madamine.com
2014-12-18 delete index_pages_linkeddomain marius-media.com
2014-12-18 delete index_pages_linkeddomain minaswalayan.com
2014-12-18 delete index_pages_linkeddomain purotoner.cl
2014-12-18 delete index_pages_linkeddomain sensorialmotion.com.mx
2014-12-18 delete index_pages_linkeddomain studyzombie.com
2014-12-18 delete index_pages_linkeddomain tacoxpress.com
2014-12-18 delete index_pages_linkeddomain tatamyfire.org
2014-12-18 delete service_pages_linkeddomain ck41tours.com
2014-12-18 delete service_pages_linkeddomain etechieus.com
2014-12-18 delete service_pages_linkeddomain fionaenvirons.com
2014-12-18 delete service_pages_linkeddomain marius-media.com
2014-12-18 delete service_pages_linkeddomain purotoner.cl
2014-12-18 delete service_pages_linkeddomain sensorialmotion.com.mx
2014-12-18 delete service_pages_linkeddomain studyzombie.com
2014-12-18 delete service_pages_linkeddomain tacoxpress.com
2014-12-18 update person_description Ron Lint => Ron Lint
2014-12-18 update person_description Valerie Marken => Valerie Marken
2014-11-10 insert about_pages_linkeddomain ck41tours.com
2014-11-10 insert about_pages_linkeddomain etechieus.com
2014-11-10 insert about_pages_linkeddomain fionaenvirons.com
2014-11-10 insert about_pages_linkeddomain marius-media.com
2014-11-10 insert about_pages_linkeddomain purotoner.cl
2014-11-10 insert about_pages_linkeddomain sensorialmotion.com.mx
2014-11-10 insert about_pages_linkeddomain studyzombie.com
2014-11-10 insert about_pages_linkeddomain tacoxpress.com
2014-11-10 insert contact_pages_linkeddomain ck41tours.com
2014-11-10 insert contact_pages_linkeddomain etechieus.com
2014-11-10 insert contact_pages_linkeddomain fionaenvirons.com
2014-11-10 insert contact_pages_linkeddomain marius-media.com
2014-11-10 insert contact_pages_linkeddomain purotoner.cl
2014-11-10 insert contact_pages_linkeddomain sensorialmotion.com.mx
2014-11-10 insert contact_pages_linkeddomain studyzombie.com
2014-11-10 insert contact_pages_linkeddomain tacoxpress.com
2014-11-10 insert management_pages_linkeddomain ck41tours.com
2014-11-10 insert management_pages_linkeddomain etechieus.com
2014-11-10 insert management_pages_linkeddomain fionaenvirons.com
2014-11-10 insert management_pages_linkeddomain marius-media.com
2014-11-10 insert management_pages_linkeddomain purotoner.cl
2014-11-10 insert management_pages_linkeddomain sensorialmotion.com.mx
2014-11-10 insert management_pages_linkeddomain studyzombie.com
2014-11-10 insert management_pages_linkeddomain tacoxpress.com
2014-11-10 insert service_pages_linkeddomain ck41tours.com
2014-11-10 insert service_pages_linkeddomain etechieus.com
2014-11-10 insert service_pages_linkeddomain fionaenvirons.com
2014-11-10 insert service_pages_linkeddomain marius-media.com
2014-11-10 insert service_pages_linkeddomain purotoner.cl
2014-11-10 insert service_pages_linkeddomain sensorialmotion.com.mx
2014-11-10 insert service_pages_linkeddomain studyzombie.com
2014-11-10 insert service_pages_linkeddomain tacoxpress.com
2014-11-10 update person_description Valerie Marken => Valerie Marken
2014-10-13 insert about_pages_linkeddomain blackcablist.com
2014-10-13 insert about_pages_linkeddomain bridgesforhope.org
2014-10-13 insert about_pages_linkeddomain chandienchinhhang.com
2014-10-13 insert about_pages_linkeddomain cupojoe.com
2014-10-13 insert about_pages_linkeddomain landofskyrbi.org
2014-10-13 insert about_pages_linkeddomain madamine.com
2014-10-13 insert about_pages_linkeddomain minaswalayan.com
2014-10-13 insert about_pages_linkeddomain tatamyfire.org
2014-10-13 insert management_pages_linkeddomain blackcablist.com
2014-10-13 insert management_pages_linkeddomain bridgesforhope.org
2014-10-13 insert management_pages_linkeddomain chandienchinhhang.com
2014-10-13 insert management_pages_linkeddomain cupojoe.com
2014-10-13 insert management_pages_linkeddomain landofskyrbi.org
2014-10-13 insert management_pages_linkeddomain madamine.com
2014-10-13 insert management_pages_linkeddomain minaswalayan.com
2014-10-13 insert management_pages_linkeddomain tatamyfire.org
2014-10-13 update person_description Ron Lint => Ron Lint
2014-02-17 delete email rh..@trusteeservicesgroup.com
2014-02-17 delete email rl..@trusteeservicesgroup.com
2014-02-17 delete email rs..@trusteeservicesgroup.com
2014-02-17 delete email sb..@trusteeservicesgroup.com
2014-02-17 delete email sm..@trusteeservicesgroup.com
2014-02-17 delete email sm..@trusteeservicesgroup.com
2014-02-17 delete email vm..@trusteeservicesgroup.com
2014-02-17 delete source_ip 198.1.66.181
2014-02-17 insert email sa..@gmail.com
2014-02-17 insert source_ip 192.186.251.37