| Date | Description |
|---|
| 2023-04-13 |
delete otherexecutives Eric Zehnder |
| 2023-04-13 |
delete otherexecutives Geoff Nelson |
| 2023-04-13 |
delete address 12455 SW 68th Avenue
Portland, Oregon 97223 |
| 2023-04-13 |
delete email am..@merceradvisors.com |
| 2023-04-13 |
delete email bc..@merceradvisors.com |
| 2023-04-13 |
delete email ez..@merceradvisors.com |
| 2023-04-13 |
delete email gn..@merceradvisors.com |
| 2023-04-13 |
delete email hh..@merceradvisors.com |
| 2023-04-13 |
delete email jg..@merceradvisors.com |
| 2023-04-13 |
delete person Andrea McCarthy |
| 2023-04-13 |
delete person Brandon Capicotto |
| 2023-04-13 |
delete person Eric Zehnder |
| 2023-04-13 |
delete person Geoff Nelson |
| 2023-04-13 |
delete person Haley Hegenauer |
| 2023-04-13 |
delete person Jack Gilligan |
| 2023-04-13 |
delete phone 818.713.8060 |
| 2023-04-13 |
delete source_ip 35.227.48.123 |
| 2023-04-13 |
insert address 4800 SW Meadows Road
Suite 300
Lake Oswego, Oregon
97035 |
| 2023-04-13 |
insert email bt..@merceradvisors.com |
| 2023-04-13 |
insert email ds..@merceradvisors.com |
| 2023-04-13 |
insert email dw..@merceradvisors.com |
| 2023-04-13 |
insert email ja..@merceradvisors.com |
| 2023-04-13 |
insert email kb..@merceradvisors.com |
| 2023-04-13 |
insert email kr..@merceradvisors.com |
| 2023-04-13 |
insert email nb..@merceradvisors.com |
| 2023-04-13 |
insert email sb..@merceradvisors.com |
| 2023-04-13 |
insert email sc..@merceradvisors.com |
| 2023-04-13 |
insert person Bonnie Travers |
| 2023-04-13 |
insert person Dave Werle |
| 2023-04-13 |
insert person Dawn G. Starks |
| 2023-04-13 |
insert person Jennifer Adams |
| 2023-04-13 |
insert person Kathryn Beach |
| 2023-04-13 |
insert person Kristen Revis |
| 2023-04-13 |
insert person Niki Barnes |
| 2023-04-13 |
insert person Sarah Cannon |
| 2023-04-13 |
insert person Scott Brooks |
| 2023-04-13 |
insert phone 888.642.1000 |
| 2023-04-13 |
insert source_ip 141.193.213.11 |
| 2023-04-13 |
insert source_ip 141.193.213.10 |
| 2023-04-13 |
update person_description Adam Frinsco => Adam Frinsco |
| 2023-04-13 |
update person_description Alan Thomson => Alan Thomson |
| 2023-04-13 |
update person_description Christopher Currin => Christopher Currin |
| 2023-04-13 |
update person_description Dale Acton => Dale Acton |
| 2023-04-13 |
update person_description David H. Levy => David H. Levy |
| 2023-04-13 |
update person_description Evan Bachman => Evan Bachman |
| 2023-04-13 |
update person_description Greta Fure => Greta Fure |
| 2023-04-13 |
update person_description Jack Thompson => Jack Thompson |
| 2023-04-13 |
update person_description Jake Meza => Jake Meza |
| 2023-04-13 |
update person_description Jefferson Bell => Jefferson Bell |
| 2023-04-13 |
update person_description Johannes Fure => Johannes Fure |
| 2023-04-13 |
update person_description John Howard => John Howard |
| 2023-04-13 |
update person_description Karin Fure => Karin Fure |
| 2023-04-13 |
update person_description Kristy Jordan => Kristy Jordan |
| 2023-04-13 |
update person_description Mary Jackson => Mary Jackson |
| 2023-04-13 |
update person_description Melanie Fitzgerald => Melanie Fitzgerald |
| 2023-04-13 |
update person_description Noah Reichert => Noah Reichert |
| 2023-04-13 |
update person_description Sally Toomey => Sally Toomey |
| 2023-04-13 |
update person_title Bradley Anderson: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-13 |
update person_title Evan Bachman: Associate Financial Planner => Financial Planner |
| 2023-04-13 |
update person_title Gabrielle Mollick: Financial Planner => Associate Wealth Advisor |
| 2023-04-13 |
update person_title George Herr: Associate Financial Planner => Financial Planner |
| 2023-04-13 |
update person_title Henry Cox: Client Service Specialist => Associate Financial Planner |
| 2023-04-13 |
update person_title Kaz Woodward: Financial Planner => Associate Wealth Advisor |
| 2023-04-13 |
update person_title Rebekah Burns: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-13 |
update person_title Scott Hancock: Client Service Specialist => Client Service Manager, Wealth Path Group |
| 2023-04-13 |
update person_title Scott Weigel: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-13 |
update person_title Stella Doyle: Associate Financial Planner => Financial Planner |
| 2023-04-13 |
update person_title W. Thomas McNary: Wealth Advisor => Wealth Advisor, Director |
| 2023-03-13 |
insert managingdirector Ben Kautz |
| 2023-03-13 |
insert otherexecutives John Walker |
| 2023-03-13 |
insert otherexecutives Lucas Schwaller |
| 2023-03-13 |
delete address 3333 Piedmont Road
Suite 2010
Atlanta, Georgia 30305 |
| 2023-03-13 |
delete email cn..@merceradvisors.com |
| 2023-03-13 |
delete email cs..@merceradvisors.com |
| 2023-03-13 |
delete email gh..@merceradvisors.com |
| 2023-03-13 |
delete email jb..@merceradvisors.com |
| 2023-03-13 |
delete email js..@merceradvisors.com |
| 2023-03-13 |
delete email lp..@merceradvisors.com |
| 2023-03-13 |
delete email vw..@merceradvisors.com |
| 2023-03-13 |
delete email ws..@merceradvisors.com |
| 2023-03-13 |
delete person Carolyn Stillman |
| 2023-03-13 |
delete person Connor Nagelvoort |
| 2023-03-13 |
delete person Gracie Horton |
| 2023-03-13 |
delete person Janis Biggers |
| 2023-03-13 |
delete person Jesse Schenck |
| 2023-03-13 |
delete person Lisa Pastushok |
| 2023-03-13 |
delete person Marwick Mitchell |
| 2023-03-13 |
delete person Victoria Williamson |
| 2023-03-13 |
delete person William Sands |
| 2023-03-13 |
delete phone 404.893.4100 |
| 2023-03-13 |
delete phone 415.501.9192 |
| 2023-03-13 |
insert email af..@merceradvisors.com |
| 2023-03-13 |
insert email am..@merceradvisors.com |
| 2023-03-13 |
insert email at..@merceradvisors.com |
| 2023-03-13 |
insert email bk..@merceradvisors.com |
| 2023-03-13 |
insert email ck..@merceradvisors.com |
| 2023-03-13 |
insert email cm..@merceradvisors.com |
| 2023-03-13 |
insert email cw..@merceradvisors.com |
| 2023-03-13 |
insert email dj..@merceradvisors.com |
| 2023-03-13 |
insert email dk..@merceradvisors.com |
| 2023-03-13 |
insert email dw..@merceradvisors.com |
| 2023-03-13 |
insert email es..@merceradvisors.com |
| 2023-03-13 |
insert email fm..@merceradvisors.com |
| 2023-03-13 |
insert email hb..@merceradvisors.com |
| 2023-03-13 |
insert email hh..@merceradvisors.com |
| 2023-03-13 |
insert email hs..@merceradvisors.com |
| 2023-03-13 |
insert email jb..@merceradvisors.com |
| 2023-03-13 |
insert email jj..@merceradvisors.com |
| 2023-03-13 |
insert email jm..@merceradvisors.com |
| 2023-03-13 |
insert email jt..@merceradvisors.com |
| 2023-03-13 |
insert email jt..@merceradvisors.com |
| 2023-03-13 |
insert email jv..@merceradvisors.com |
| 2023-03-13 |
insert email jw..@merceradvisors.com |
| 2023-03-13 |
insert email kr..@merceradvisors.com |
| 2023-03-13 |
insert email le..@merceradvisors.com |
| 2023-03-13 |
insert email ls..@merceradvisors.com |
| 2023-03-13 |
insert email ls..@merceradvisors.com |
| 2023-03-13 |
insert email ms..@merceradvisors.com |
| 2023-03-13 |
insert email ms..@merceradvisors.com |
| 2023-03-13 |
insert email nd..@merceradvisors.com |
| 2023-03-13 |
insert email nh..@merceradvisors.com |
| 2023-03-13 |
insert email nz..@merceradvisors.com |
| 2023-03-13 |
insert email rf..@merceradvisors.com |
| 2023-03-13 |
insert email sc..@merceradvisors.com |
| 2023-03-13 |
insert email sf..@merceradvisors.com |
| 2023-03-13 |
insert email sr..@merceradvisors.com |
| 2023-03-13 |
insert email tb..@merceradvisors.com |
| 2023-03-13 |
insert email tj..@merceradvisors.com |
| 2023-03-13 |
insert email tw..@merceradvisors.com |
| 2023-03-13 |
insert person Adam Frinsco |
| 2023-03-13 |
insert person Andrea McCarthy |
| 2023-03-13 |
insert person Anika Turc |
| 2023-03-13 |
insert person Ben Kautz |
| 2023-03-13 |
insert person Candace Kinsler |
| 2023-03-13 |
insert person Charlene Maruska |
| 2023-03-13 |
insert person Chip Workman |
| 2023-03-13 |
insert person Debbie Krone |
| 2023-03-13 |
insert person Dennis Jablonoski |
| 2023-03-13 |
insert person Doug Watts |
| 2023-03-13 |
insert person Evan Salter |
| 2023-03-13 |
insert person Frank Moore |
| 2023-03-13 |
insert person Haiden Bowman |
| 2023-03-13 |
insert person Haley Hegenauer |
| 2023-03-13 |
insert person Helen Shingler |
| 2023-03-13 |
insert person Jack McCloskey |
| 2023-03-13 |
insert person James V. Tate |
| 2023-03-13 |
insert person Jeannette Jones |
| 2023-03-13 |
insert person John Voralik |
| 2023-03-13 |
insert person John Walker |
| 2023-03-13 |
insert person Jory Tracy |
| 2023-03-13 |
insert person Joseph Young |
| 2023-03-13 |
insert person Kevin Rainwater |
| 2023-03-13 |
insert person Larry Shaw |
| 2023-03-13 |
insert person Leigh Edwards |
| 2023-03-13 |
insert person Lucas Schwaller |
| 2023-03-13 |
insert person Michael Stros |
| 2023-03-13 |
insert person Michelle Schrag |
| 2023-03-13 |
insert person Nadia Dubowyj |
| 2023-03-13 |
insert person Nancy R. Hudak |
| 2023-03-13 |
insert person Nathan Zolynsky |
| 2023-03-13 |
insert person Ryan M. Flurer |
| 2023-03-13 |
insert person Steve Cordasco |
| 2023-03-13 |
insert person Susan Feiste |
| 2023-03-13 |
insert person Suzanne Randolph |
| 2023-03-13 |
insert person Tammy Wakevainen |
| 2023-03-13 |
insert person Timothy Joseph |
| 2023-03-13 |
insert person Troy Buder |
| 2023-03-13 |
update person_description Candace Davis => Candace Davis |
| 2023-03-13 |
update person_description Jeannie Seabaugh => Jeannie Seabaugh |
| 2023-03-13 |
update person_description Jenel Darland => Jenel Darland |
| 2023-03-13 |
update person_description John Stobbs => John Stobbs |
| 2023-02-09 |
delete svp Doug Fabian |
| 2023-02-09 |
delete address 161 W. Shadowbend Ave.
Suite 101
Friendswood, Texas 77546 |
| 2023-02-09 |
delete address 1801 East Cabrillo Boulevard
Santa Barbara, California 93108 |
| 2023-02-09 |
delete address 2373 Oak Valley Drive
Suite 110 & 140
Ann Arbor, Michigan 48103 |
| 2023-02-09 |
delete address 555 North Point Center East
Suite 510
Alpharetta, Georgia 30022 |
| 2023-02-09 |
delete address 5800 West 84th Street
Suite 950
Bloomington, Minnesota 55437 |
| 2023-02-09 |
delete address 5901-B Peachtree Dunwoody Road
Suite 275
Atlanta, Georgia 30328 |
| 2023-02-09 |
delete address 8614 Westwood Center Drive
Suite 750
Vienna, Virginia 22182 |
| 2023-02-09 |
delete address 891 Garrison Street
Lakewood, Colorado 80215 |
| 2023-02-09 |
delete address Chanin Building
122 East 42nd Street
Suite 2805
New York, New York 10168 |
| 2023-02-09 |
delete address Suite 1150
Atlanta, Georgia 30339 |
| 2023-02-09 |
delete contact_pages_linkeddomain citywireusa.com |
| 2023-02-09 |
delete contact_pages_linkeddomain mimecast.com |
| 2023-02-09 |
delete contact_pages_linkeddomain prnewswire.com |
| 2023-02-09 |
delete contact_pages_linkeddomain prweb.com |
| 2023-02-09 |
delete email ad..@merceradvisors.com |
| 2023-02-09 |
delete index_pages_linkeddomain prnewswire.com |
| 2023-02-09 |
delete person Amy Ruffing |
| 2023-02-09 |
delete person Barbara Barreca |
| 2023-02-09 |
delete person Candace Abrams |
| 2023-02-09 |
delete person Christina Hung |
| 2023-02-09 |
delete person Emelyne Seh |
| 2023-02-09 |
delete person Florence Fuller Child |
| 2023-02-09 |
delete person Greg Alger |
| 2023-02-09 |
delete person Jacques Jagr |
| 2023-02-09 |
delete person Jeff Minc |
| 2023-02-09 |
delete person John Voralik |
| 2023-02-09 |
delete person Josette Hewitt |
| 2023-02-09 |
delete person Judy McNary |
| 2023-02-09 |
delete person Katherine Sotiroff |
| 2023-02-09 |
delete person Matthew Truckner |
| 2023-02-09 |
delete person Michael W. Johns |
| 2023-02-09 |
delete person Sandra Mitchell |
| 2023-02-09 |
delete person Sydney Kirkes |
| 2023-02-09 |
delete phone 303.444.1110 |
| 2023-02-09 |
delete phone 770.261.5380 |
| 2023-02-09 |
delete phone 800.335.8808 |
| 2023-02-09 |
delete phone 800.955.5993 |
| 2023-02-09 |
insert address 161 West Shadowbend Avenue
Suite 101
Friendswood, Texas 77546 |
| 2023-02-09 |
insert address 222 East Carrillo Street
Suite 400
Santa Barbara, California 93101 |
| 2023-02-09 |
insert address 3741 Douglas Boulevard
Suite 130
Roseville, California 95661 |
| 2023-02-09 |
insert address 412 Main Street
Franklin, Tennessee 37064 |
| 2023-02-09 |
insert address 5555 Glenridge Connector
Suite 825
Atlanta, Georgia 30342 |
| 2023-02-09 |
insert address 8500 Normandale Lake Blvd.
Suite 950
Bloomington, Minnesota 55437 |
| 2023-02-09 |
insert associated_investor State Street Global Advisors |
| 2023-02-09 |
insert career_pages_linkeddomain instagram.com |
| 2023-02-09 |
insert contact_pages_linkeddomain instagram.com |
| 2023-02-09 |
insert email ar..@merceradvisors.com |
| 2023-02-09 |
insert email at..@merceradvisors.com |
| 2023-02-09 |
insert email ba..@merceradvisors.com |
| 2023-02-09 |
insert email bd..@merceradvisors.com |
| 2023-02-09 |
insert email bo..@merceradvisors.com |
| 2023-02-09 |
insert email br..@merceradvisors.com |
| 2023-02-09 |
insert email bs..@merceradvisors.com |
| 2023-02-09 |
insert email bt..@merceradvisors.com |
| 2023-02-09 |
insert email cb..@merceradvisors.com |
| 2023-02-09 |
insert email cc..@merceradvisors.com |
| 2023-02-09 |
insert email cd..@merceradvisors.com |
| 2023-02-09 |
insert email cl..@merceradvisors.com |
| 2023-02-09 |
insert email cm..@merceradvisors.com |
| 2023-02-09 |
insert email cm..@merceradvisors.com |
| 2023-02-09 |
insert email cn..@merceradvisors.com |
| 2023-02-09 |
insert email cw..@merceradvisors.com |
| 2023-02-09 |
insert email da..@merceradvisors.com |
| 2023-02-09 |
insert email df..@merceradvisors.com |
| 2023-02-09 |
insert email df..@merceradvisors.com |
| 2023-02-09 |
insert email dg..@merceradvisors.com |
| 2023-02-09 |
insert email dg..@merceradvisors.com |
| 2023-02-09 |
insert email dh..@merceradvisors.com |
| 2023-02-09 |
insert email dm..@merceradvisors.com |
| 2023-02-09 |
insert email ds..@merceradvisors.com |
| 2023-02-09 |
insert email ea..@merceradvisors.com |
| 2023-02-09 |
insert email eb..@merceradvisors.com |
| 2023-02-09 |
insert email ed..@merceradvisors.com |
| 2023-02-09 |
insert email ew..@merceradvisors.com |
| 2023-02-09 |
insert email ez..@merceradvisors.com |
| 2023-02-09 |
insert email gf..@merceradvisors.com |
| 2023-02-09 |
insert email gm..@merceradvisors.com |
| 2023-02-09 |
insert email gn..@merceradvisors.com |
| 2023-02-09 |
insert email hc..@merceradvisors.com |
| 2023-02-09 |
insert email jb..@merceradvisors.com |
| 2023-02-09 |
insert email jd..@merceradvisors.com |
| 2023-02-09 |
insert email jf..@merceradvisors.com |
| 2023-02-09 |
insert email jf..@merceradvisors.com |
| 2023-02-09 |
insert email jk..@merceradvisors.com |
| 2023-02-09 |
insert email jl..@merceradvisors.com |
| 2023-02-09 |
insert email jm..@merceradvisors.com |
| 2023-02-09 |
insert email jr..@merceradvisors.com |
| 2023-02-09 |
insert email js..@merceradvisors.com |
| 2023-02-09 |
insert email js..@merceradvisors.com |
| 2023-02-09 |
insert email js..@merceradvisors.com |
| 2023-02-09 |
insert email jt..@merceradvisors.com |
| 2023-02-09 |
insert email jt..@merceradvisors.com |
| 2023-02-09 |
insert email jt..@merceradvisors.com |
| 2023-02-09 |
insert email kd..@merceradvisors.com |
| 2023-02-09 |
insert email kf..@merceradvisors.com |
| 2023-02-09 |
insert email kj..@merceradvisors.com |
| 2023-02-09 |
insert email kw..@merceradvisors.com |
| 2023-02-09 |
insert email lc..@merceradvisors.com |
| 2023-02-09 |
insert email ld..@merceradvisors.com |
| 2023-02-09 |
insert email lr..@merceradvisors.com |
| 2023-02-09 |
insert email ls..@merceradvisors.com |
| 2023-02-09 |
insert email lt..@merceradvisors.com |
| 2023-02-09 |
insert email ma..@merceradvisors.com |
| 2023-02-09 |
insert email mb..@merceradvisors.com |
| 2023-02-09 |
insert email mc..@merceradvisors.com |
| 2023-02-09 |
insert email mc..@merceradvisors.com |
| 2023-02-09 |
insert email me..@merceradvisors.com |
| 2023-02-09 |
insert email mn..@merceradvisors.com |
| 2023-02-09 |
insert email ms..@merceradvisors.com |
| 2023-02-09 |
insert email nc..@merceradvisors.com |
| 2023-02-09 |
insert email ni..@merceradvisors.com |
| 2023-02-09 |
insert email nl..@merceradvisors.com |
| 2023-02-09 |
insert email nm..@merceradvisors.com |
| 2023-02-09 |
insert email pm..@merceradvisors.com |
| 2023-02-09 |
insert email ra..@merceradvisors.com |
| 2023-02-09 |
insert email rd..@merceradvisors.com |
| 2023-02-09 |
insert email rf..@merceradvisors.com |
| 2023-02-09 |
insert email rk..@merceradvisors.com |
| 2023-02-09 |
insert email rp..@merceradvisors.com |
| 2023-02-09 |
insert email rz..@merceradvisors.com |
| 2023-02-09 |
insert email sd..@merceradvisors.com |
| 2023-02-09 |
insert email sg..@merceradvisors.com |
| 2023-02-09 |
insert email sh..@merceradvisors.com |
| 2023-02-09 |
insert email sh..@merceradvisors.com |
| 2023-02-09 |
insert email sk..@merceradvisors.com |
| 2023-02-09 |
insert email st..@merceradvisors.com |
| 2023-02-09 |
insert email st..@merceradvisors.com |
| 2023-02-09 |
insert email sw..@merceradvisors.com |
| 2023-02-09 |
insert email tl..@merceradvisors.com |
| 2023-02-09 |
insert email tm..@merceradvisors.com |
| 2023-02-09 |
insert email vw..@merceradvisors.com |
| 2023-02-09 |
insert email ws..@merceradvisors.com |
| 2023-02-09 |
insert email za..@merceradvisors.com |
| 2023-02-09 |
insert index_pages_linkeddomain instagram.com |
| 2023-02-09 |
insert phone 231.929.4500 |
| 2023-02-09 |
insert phone 888.975.4554 |
| 2023-02-09 |
insert phone 916.786.7626 |
| 2023-02-09 |
insert service_pages_linkeddomain instagram.com |
| 2023-02-09 |
insert terms_pages_linkeddomain instagram.com |
| 2023-02-09 |
update person_description Amber Tanksley => Amber Tanksley |
| 2023-02-09 |
update person_description Andra Reason => Andra Reason |
| 2023-02-09 |
update person_description Ben Rowse => Ben Rowse |
| 2023-02-09 |
update person_description Bennet Thonakkara => Bennet Thonakkara |
| 2023-02-09 |
update person_description Brian Abatemarco => Brian Abatemarco |
| 2023-02-09 |
update person_description Brian Sullivan => Brian Sullivan |
| 2023-02-09 |
update person_description Brittany Doyle => Brittany Doyle |
| 2023-02-09 |
update person_description Brittnae Olasehinde => Brittnae Olasehinde |
| 2023-02-09 |
update person_description Cameron Willcox => Cameron Willcox |
| 2023-02-09 |
update person_description Carl Larimore => Carl Larimore |
| 2023-02-09 |
update person_description Chase Carmichael => Chase Carmichael |
| 2023-02-09 |
update person_description Chelsy Nikolish => Chelsy Nikolish |
| 2023-02-09 |
update person_description Christopher S. Murphy => Christopher S. Murphy |
| 2023-02-09 |
update person_description Chuck Breuch => Chuck Breuch |
| 2023-02-09 |
update person_description Craig Marrs => Craig Marrs |
| 2023-02-09 |
update person_description Dane Sauer => Dane Sauer |
| 2023-02-09 |
update person_description Danielle Frazier => Danielle Frazier |
| 2023-02-09 |
update person_description David E. Gardner => David E. Gardner |
| 2023-02-09 |
update person_description Dean R. Murray => Dean R. Murray |
| 2023-02-09 |
update person_description Doug Fabian => Doug Fabian |
| 2023-02-09 |
update person_description Douglas Gilbert => Douglas Gilbert |
| 2023-02-09 |
update person_description Edward Dunphy => Edward Dunphy |
| 2023-02-09 |
update person_description Eric Anderson => Eric Anderson |
| 2023-02-09 |
update person_description Eric Zehnder => Eric Zehnder |
| 2023-02-09 |
update person_description Erica Weiser => Erica Weiser |
| 2023-02-09 |
update person_description G. Merrick Estes => G. Merrick Estes |
| 2023-02-09 |
update person_description Geoff Nelson => Geoff Nelson |
| 2023-02-09 |
update person_description Glen Minton => Glen Minton |
| 2023-02-09 |
update person_description Henry Cox => Henry Cox |
| 2023-02-09 |
update person_description James Taylor => James Taylor |
| 2023-02-09 |
update person_description James Todd => James Todd |
| 2023-02-09 |
update person_description Jeff Bilberry => Jeff Bilberry |
| 2023-02-09 |
update person_description Jeff Katz => Jeff Katz |
| 2023-02-09 |
update person_description Jesus Romero Enciso => Jesus Romero Enciso |
| 2023-02-09 |
update person_description JoAnn Ferradino => JoAnn Ferradino |
| 2023-02-09 |
update person_description Joel Lange => Joel Lange |
| 2023-02-09 |
update person_description Kaz Woodward => Kaz Woodward |
| 2023-02-09 |
update person_description Kevin Dillon => Kevin Dillon |
| 2023-02-09 |
update person_description Kevin Jack => Kevin Jack |
| 2023-02-09 |
update person_description Laura Combs => Laura Combs |
| 2023-02-09 |
update person_description Laura Thompson => Laura Thompson |
| 2023-02-09 |
update person_description Logan Donovan => Logan Donovan |
| 2023-02-09 |
update person_description Lorenzo Riley => Lorenzo Riley |
| 2023-02-09 |
update person_description Maeve Schmid => Maeve Schmid |
| 2023-02-09 |
update person_description Marc A. Normann => Marc A. Normann |
| 2023-02-09 |
update person_description Matt Cook => Matt Cook |
| 2023-02-09 |
update person_description Nicholas Campbell => Nicholas Campbell |
| 2023-02-09 |
update person_description Nicholas Ladaga => Nicholas Ladaga |
| 2023-02-09 |
update person_description Nicole Mosley => Nicole Mosley |
| 2023-02-09 |
update person_description Nikki Ivins => Nikki Ivins |
| 2023-02-09 |
update person_description Patrick T. Moore => Patrick T. Moore |
| 2023-02-09 |
update person_description Renée Pichette => Renée Pichette |
| 2023-02-09 |
update person_description Rich Davtyan => Rich Davtyan |
| 2023-02-09 |
update person_description Rodney Alvarado => Rodney Alvarado |
| 2023-02-09 |
update person_description Ron Kibbe => Ron Kibbe |
| 2023-02-09 |
update person_description Ryan Frankel => Ryan Frankel |
| 2023-02-09 |
update person_description Scott Hancock => Scott Hancock |
| 2023-02-09 |
update person_description Scott Kays => Scott Kays |
| 2023-02-09 |
update person_description Scott Weigel => Scott Weigel |
| 2023-02-09 |
update person_description Stefen Donohue => Stefen Donohue |
| 2023-02-09 |
update person_description Susan Travis => Susan Travis |
| 2023-02-09 |
update person_description Susy Gibo => Susy Gibo |
| 2023-02-09 |
update person_description Todd LaLuzerne => Todd LaLuzerne |
| 2023-02-09 |
update person_description W. Thomas McNary => W. Thomas McNary |
| 2023-02-09 |
update person_description William Sands => William Sands |
| 2023-02-09 |
update person_description Zeke Aviles => Zeke Aviles |
| 2023-02-09 |
update person_title Doug Fabian: Member of the Your Beverly Hills Team; Senior Vice President => Senior Vice President - Sales |
| 2023-02-09 |
update person_title Jake Meza: Member of the Your Bloomington Team; Associate Financial Planner => Financial Planner |
| 2023-02-09 |
update person_title Nicholas Ladaga: Member of the Your Beverly Hills Team; Regional Sales Associate => Associate RVP |
| 2023-02-09 |
update person_title William Sands: Client Service Specialist => Associate Financial Planner |
| 2023-01-08 |
delete otherexecutives Chris Jameson |
| 2023-01-08 |
delete otherexecutives Todd E. Hagen |
| 2023-01-08 |
insert otherexecutives Bruce Harrison |
| 2023-01-08 |
delete person Alexander Doyle |
| 2023-01-08 |
delete person Amanda O'Sullivan |
| 2023-01-08 |
delete person Ann de Zeeuw |
| 2023-01-08 |
delete person Anne Arnaud |
| 2023-01-08 |
delete person Chris Jameson |
| 2023-01-08 |
delete person David Cain |
| 2023-01-08 |
delete person Devin Farrow |
| 2023-01-08 |
delete person Isaac Babalola |
| 2023-01-08 |
delete person Jill Jeter |
| 2023-01-08 |
delete person Judy Howard |
| 2023-01-08 |
delete person Kristin Greenleaf |
| 2023-01-08 |
delete person Lanie Nikes |
| 2023-01-08 |
delete person Mari Adam |
| 2023-01-08 |
delete person Matthew W. Sheets |
| 2023-01-08 |
delete person Navisha Sawh |
| 2023-01-08 |
delete person Robin Allis |
| 2023-01-08 |
delete person Ryan Overstreet |
| 2023-01-08 |
delete person Todd E. Hagen |
| 2023-01-08 |
delete person Tristan Pohren |
| 2023-01-08 |
delete person Tyler Davis |
| 2023-01-08 |
delete person Will Lupfer |
| 2023-01-08 |
insert address 10 Glenlake Parkway
South Tower Suite 150
Atlanta, Georgia 30328 |
| 2023-01-08 |
insert address 2373 Oak Valley Drive
Suite 110 & 140
Ann Arbor, Michigan 48103 |
| 2023-01-08 |
insert person Bill Starnes |
| 2023-01-08 |
insert person Bruce Harrison |
| 2023-01-08 |
insert person Carolyn Stillman |
| 2023-01-08 |
insert person Dillon Tierney |
| 2023-01-08 |
insert person Ian Hamre |
| 2023-01-08 |
insert person John Paul Bradley |
| 2023-01-08 |
insert person Kristy Jordan |
| 2023-01-08 |
insert person Lisa Dellinger |
| 2023-01-08 |
insert person Melinda Schlinsog |
| 2023-01-08 |
insert person Noah Reichert |
| 2023-01-08 |
insert person Rachel Roach |
| 2023-01-08 |
insert person Tim Moore |
| 2023-01-08 |
insert person Tyler Hillyer |
| 2023-01-08 |
insert person Zhanar Jerew |
| 2023-01-08 |
insert phone 734.668.4040 |
| 2023-01-08 |
insert phone 770.671.9500 |
| 2023-01-08 |
update person_title Aaron Boyce: Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2023-01-08 |
update person_title Alan E. Hewitt: Client Advisor and Branch Manager => Wealth Advisor |
| 2023-01-08 |
update person_title Anna Apodaca: Regional Vice President, Wealth Advisor => Regional Vice President, Wealth Advisor, Director |
| 2023-01-08 |
update person_title Bryan Strike: Senior Wealth Strategist => Lead, Sr. Financial Planner |
| 2023-01-08 |
update person_title José Castañeda: Client Solutions Representative => Regional Vice President, Wealth Advisor |
| 2023-01-08 |
update person_title Lacy Hartzler: Client Service Specialist => Regional Sales Associate |
| 2022-12-08 |
insert otherexecutives Dominic Colletti |
| 2022-12-08 |
delete address 250 North Westlake Boulevard
Suite 250
Westlake Village, California 91362 |
| 2022-12-08 |
delete person Alan C. Hewitt |
| 2022-12-08 |
delete person Christopher Posey |
| 2022-12-08 |
delete person Haley Griffin |
| 2022-12-08 |
delete person James Parker |
| 2022-12-08 |
delete person Raphael Aziz |
| 2022-12-08 |
delete phone 805.495.8166 |
| 2022-12-08 |
insert person Amanda Reed |
| 2022-12-08 |
insert person Anne Arnaud |
| 2022-12-08 |
insert person Briana Klotz |
| 2022-12-08 |
insert person Candace Davis |
| 2022-12-08 |
insert person Cecilia Gutierrez |
| 2022-12-08 |
insert person Connor Nagelvoort |
| 2022-12-08 |
insert person Dale Acton |
| 2022-12-08 |
insert person Dale Hawthorne |
| 2022-12-08 |
insert person David Fure |
| 2022-12-08 |
insert person Dominic Colletti |
| 2022-12-08 |
insert person Evan Bachman |
| 2022-12-08 |
insert person Greta Fure |
| 2022-12-08 |
insert person Ivette Herrera |
| 2022-12-08 |
insert person Jack Thompson |
| 2022-12-08 |
insert person Jake Meza |
| 2022-12-08 |
insert person Jenel Darland |
| 2022-12-08 |
insert person Johannes Fure |
| 2022-12-08 |
insert person Karin Fure |
| 2022-12-08 |
insert person Lenda Sandoval |
| 2022-12-08 |
insert person Mark Cunningham |
| 2022-12-08 |
insert person Patrick Moody |
| 2022-12-08 |
insert person Sally Toomey |
| 2022-12-08 |
insert person Tom Lacock |
| 2022-12-08 |
insert person Victoria Williamson |
| 2022-12-08 |
update person_title Dionisio Meneses: Associate; Advisor => Associate Wealth Advisor |
| 2022-11-06 |
delete otherexecutives Veronica Rubio |
| 2022-11-06 |
insert otherexecutives Joshua Lozow |
| 2022-11-06 |
insert president Daniel Gourvitch |
| 2022-11-06 |
delete address 412 Main Street
Franklin, Tennessee 37064 |
| 2022-11-06 |
delete person Benton Rowse |
| 2022-11-06 |
delete person Charlene Jones |
| 2022-11-06 |
delete person Erin Neece |
| 2022-11-06 |
delete person Jack Bruno |
| 2022-11-06 |
delete person Kathy Cain |
| 2022-11-06 |
delete person Stephanie Fernandes |
| 2022-11-06 |
delete person Veronica Rubio |
| 2022-11-06 |
insert address 161 W. Shadowbend Ave.
Suite 101
Friendswood, Texas 77546 |
| 2022-11-06 |
insert address 18 Crow Canyon Court
Suite 250
San Ramon, California 94583 |
| 2022-11-06 |
insert address 412 Main Street
Suite 200
Franklin, Tennessee 37064 |
| 2022-11-06 |
insert address 4800 Bissonnet Street
Bellaire, Texas 77401 |
| 2022-11-06 |
insert address 67 Park Place East
Suite 700
Morristown, New Jersey 07960 |
| 2022-11-06 |
insert address 800 State Hwy 248
Unit 5, Bldg 1
Branson, Missouri 65616 |
| 2022-11-06 |
insert address 9200 Montgomery Road
Cincinnati, Ohio 45242 |
| 2022-11-06 |
insert person Alex Gianelli |
| 2022-11-06 |
insert person Amber Tanksley |
| 2022-11-06 |
insert person Barbara Barreca |
| 2022-11-06 |
insert person Barbara Padilla |
| 2022-11-06 |
insert person Ben Rowse |
| 2022-11-06 |
insert person Blake Parker |
| 2022-11-06 |
insert person Brent Singleton |
| 2022-11-06 |
insert person Daniel Gourvitch |
| 2022-11-06 |
insert person DeAnna Bochno |
| 2022-11-06 |
insert person Dean Young |
| 2022-11-06 |
insert person Deborah Parker |
| 2022-11-06 |
insert person Dena Livingston |
| 2022-11-06 |
insert person Dennis Heim |
| 2022-11-06 |
insert person Derek DeMars |
| 2022-11-06 |
insert person Eric Frampton |
| 2022-11-06 |
insert person Ethan Wallace |
| 2022-11-06 |
insert person Evan Kennedy |
| 2022-11-06 |
insert person Haiden Bowman |
| 2022-11-06 |
insert person Holly Gray |
| 2022-11-06 |
insert person Jeff Bilberry |
| 2022-11-06 |
insert person Jonathan Stirneman |
| 2022-11-06 |
insert person Jonathan Vance |
| 2022-11-06 |
insert person Joshua Lozow |
| 2022-11-06 |
insert person Joy De Pasquale |
| 2022-11-06 |
insert person Karen Rosen |
| 2022-11-06 |
insert person Kaz Woodward |
| 2022-11-06 |
insert person Krista-Arlene Palakiko |
| 2022-11-06 |
insert person Laurel Portman |
| 2022-11-06 |
insert person Liliana Huerta |
| 2022-11-06 |
insert person Lina Burlaka |
| 2022-11-06 |
insert person Lisa Pastushok |
| 2022-11-06 |
insert person Luke Mazariegos |
| 2022-11-06 |
insert person Marcus Cooper |
| 2022-11-06 |
insert person Mark Ericson |
| 2022-11-06 |
insert person Mathew Carrigy |
| 2022-11-06 |
insert person Michael Raidt |
| 2022-11-06 |
insert person Monica Wyse |
| 2022-11-06 |
insert person Nick McDowell |
| 2022-11-06 |
insert person Olivia Manning |
| 2022-11-06 |
insert person Rasheed Jarmon |
| 2022-11-06 |
insert person Sanley J. DePasquale |
| 2022-11-06 |
insert person Sarah Tenhundfeld |
| 2022-11-06 |
insert person Scott Berkson |
| 2022-11-06 |
insert person Stacy Reen |
| 2022-11-06 |
insert person Steve Berkson |
| 2022-11-06 |
insert person Taylor Merriman |
| 2022-11-06 |
insert phone 281.486.8448 |
| 2022-11-06 |
insert phone 513.771.7222 |
| 2022-11-06 |
insert phone 713.572.6300 |
| 2022-11-06 |
insert phone 925.552.1400 |
| 2022-11-06 |
insert phone 973.605.8311 |
| 2022-11-06 |
update person_title Charlene Maruska: Regional Sales Manager => Regional Service Manager |
| 2022-10-06 |
delete address 131 4th Street East
Suite 320, PO Box 607
Ketchum, Idaho 83340 |
| 2022-10-06 |
delete address 4440 PGA Boulevard
Suite 600
Palm Beach Gardens, Florida 33410 |
| 2022-10-06 |
delete address 725 Cool Springs
Suite 600
Franklin, Tennessee 37067 |
| 2022-10-06 |
delete career_pages_linkeddomain paycomonline.net |
| 2022-10-06 |
delete person Adam Wager |
| 2022-10-06 |
delete person Alexander O'Reilly |
| 2022-10-06 |
delete person Alexis Scott |
| 2022-10-06 |
delete person Ashlee Chu Hewitt |
| 2022-10-06 |
delete person Brennan Wehrle |
| 2022-10-06 |
delete person Claire Hahn |
| 2022-10-06 |
delete person Gabrielle Joiner |
| 2022-10-06 |
delete person Jennifer Gray |
| 2022-10-06 |
delete person Kira Baffi |
| 2022-10-06 |
delete person Melanie Guhit |
| 2022-10-06 |
delete person Michelle Elia |
| 2022-10-06 |
delete person Robert Lau |
| 2022-10-06 |
delete person Shannon Temple |
| 2022-10-06 |
delete person Steven Schneider |
| 2022-10-06 |
delete person Susan Evans |
| 2022-10-06 |
delete person Tiffany Garza |
| 2022-10-06 |
delete person Wendy Murphy |
| 2022-10-06 |
delete person William Perysian |
| 2022-10-06 |
delete person Zafar Ahsan |
| 2022-10-06 |
delete phone 425.709.2313 |
| 2022-10-06 |
delete phone 561.408.5715 |
| 2022-10-06 |
insert address 1256 East Kingsley
Springfield, Missouri 65804 |
| 2022-10-06 |
insert address 131 4th Street East
Suite 320
Ketchum, Idaho 83340 |
| 2022-10-06 |
insert address 16150 Main Circle Drive
Suite 115
Chesterfield, Missouri 63017 |
| 2022-10-06 |
insert address 2008 Stephenson Ave SW
Roanoke, Virginia 24014 |
| 2022-10-06 |
insert address 21 East Euclid Avenue
Suite 101
Haddonfield, New Jersey 08033 |
| 2022-10-06 |
insert address 2985 Voyager Dr.
Green Bay, Wisconsin 54311 |
| 2022-10-06 |
insert address 33 Lono Avenue
Suite 390
Kahului, Hawaii 96732 |
| 2022-10-06 |
insert address 3333 Piedmont Road
Suite 2010
Atlanta, Georgia 30305 |
| 2022-10-06 |
insert address 405 Fifth Avenue
Suite 7-F
Naples, Florida 34102 |
| 2022-10-06 |
insert address 412 Main Street
Franklin, Tennessee 37064 |
| 2022-10-06 |
insert address 412 S 14th St.
Ponca City Oklahoma 74601 |
| 2022-10-06 |
insert address 440 Montford Avenue
Asheville, North Carolina 28801 |
| 2022-10-06 |
insert address 5550 Topanga Canyon Blvd
Suite 350
Woodland Hills, California 91367 |
| 2022-10-06 |
insert address 5800 West 84th Street
Suite 950
Bloomington, Minnesota 55437 |
| 2022-10-06 |
insert address 7234 Lancaster Pike
Suite 220A
Hockessin, Delaware 19707 |
| 2022-10-06 |
insert address 8180 Greensboro Dr, #1010
McLean, Virginia 22102 |
| 2022-10-06 |
insert address 891 Garrison Street
Lakewood, Colorado 80215 |
| 2022-10-06 |
insert address 965 Post Road East
Westport, Connecticut 06880 |
| 2022-10-06 |
insert career_pages_linkeddomain ultipro.com |
| 2022-10-06 |
insert person Aleksandra Simic |
| 2022-10-06 |
insert person Alexis Wilkinson |
| 2022-10-06 |
insert person Amy Van Lierop |
| 2022-10-06 |
insert person Anna Kovalev |
| 2022-10-06 |
insert person Anna Moseley |
| 2022-10-06 |
insert person Ashley Felton |
| 2022-10-06 |
insert person Benton Rowse |
| 2022-10-06 |
insert person Bettina Marchetto |
| 2022-10-06 |
insert person Cameron Willcox |
| 2022-10-06 |
insert person Camille McCalla |
| 2022-10-06 |
insert person Chelsy Nikolish |
| 2022-10-06 |
insert person Claudia Paluch |
| 2022-10-06 |
insert person Courtney Lavender |
| 2022-10-06 |
insert person Dennis J. Moore |
| 2022-10-06 |
insert person Edgar Parrish |
| 2022-10-06 |
insert person Ernest Neeley |
| 2022-10-06 |
insert person Gabriel Tishelman |
| 2022-10-06 |
insert person Garrett Parker |
| 2022-10-06 |
insert person Gregg G. Padilla |
| 2022-10-06 |
insert person Hannah Bishop |
| 2022-10-06 |
insert person Heather Carthy |
| 2022-10-06 |
insert person Henry Cox |
| 2022-10-06 |
insert person Jacob Lynch |
| 2022-10-06 |
insert person Jade Warren |
| 2022-10-06 |
insert person Jake Wedemeyer |
| 2022-10-06 |
insert person Jarrett Bare |
| 2022-10-06 |
insert person Jason Bivin |
| 2022-10-06 |
insert person Jeannie Seabaugh |
| 2022-10-06 |
insert person Jesse Schenck |
| 2022-10-06 |
insert person Jessica Livingston |
| 2022-10-06 |
insert person Jesus Romero Enciso |
| 2022-10-06 |
insert person John Stobbs |
| 2022-10-06 |
insert person Jonathon Betze |
| 2022-10-06 |
insert person Joseph Banks |
| 2022-10-06 |
insert person Joshua Brookins |
| 2022-10-06 |
insert person Joshua Fremit |
| 2022-10-06 |
insert person Joy Kaczmarek |
| 2022-10-06 |
insert person Julie Brown |
| 2022-10-06 |
insert person Katherine Arakkal |
| 2022-10-06 |
insert person Katherine Parrish |
| 2022-10-06 |
insert person Katherine Sotiroff |
| 2022-10-06 |
insert person Kathy Cain |
| 2022-10-06 |
insert person Kimberly Maxwell |
| 2022-10-06 |
insert person Lacy Arnold |
| 2022-10-06 |
insert person Lakshmi Mohindroo |
| 2022-10-06 |
insert person Lanie Nikes |
| 2022-10-06 |
insert person Lauren Harris |
| 2022-10-06 |
insert person Lorenzo Riley |
| 2022-10-06 |
insert person Mario Tamasi |
| 2022-10-06 |
insert person Marissa Nece |
| 2022-10-06 |
insert person Melissa McCabe |
| 2022-10-06 |
insert person Melody Manzanedo |
| 2022-10-06 |
insert person Michael Sharp |
| 2022-10-06 |
insert person Midori Anderson |
| 2022-10-06 |
insert person Nick Jensen |
| 2022-10-06 |
insert person Robert A. Medvey |
| 2022-10-06 |
insert person Rouba Khzam |
| 2022-10-06 |
insert person Rubi Contreras |
| 2022-10-06 |
insert person Ryan Frankel |
| 2022-10-06 |
insert person Shanon Lee |
| 2022-10-06 |
insert person Sonia Rodriguez |
| 2022-10-06 |
insert person Steven Elliott |
| 2022-10-06 |
insert person Tess Inhelder |
| 2022-10-06 |
insert person Trisha Miller |
| 2022-10-06 |
insert person William Howard |
| 2022-10-06 |
insert person William S. "Stan" Bivin |
| 2022-10-06 |
insert person William Sands |
| 2022-10-06 |
insert phone 203.222.3575 |
| 2022-10-06 |
insert phone 215.558.3500 |
| 2022-10-06 |
insert phone 302.239.1654 |
| 2022-10-06 |
insert phone 303.444.1110 |
| 2022-10-06 |
insert phone 404.893.4100 |
| 2022-10-06 |
insert phone 417.882.7283 |
| 2022-10-06 |
insert phone 540.204.9310 |
| 2022-10-06 |
insert phone 580.762.1121 |
| 2022-10-06 |
insert phone 615.771.1012 |
| 2022-10-06 |
insert phone 636.536.1800 |
| 2022-10-06 |
insert phone 703.773.2474 |
| 2022-10-06 |
insert phone 818.713.8060 |
| 2022-10-06 |
insert phone 828.285.8777 |
| 2022-10-06 |
insert phone 920.496.7926 |
| 2022-10-06 |
insert phone 952.944.8250 |
| 2022-10-06 |
update person_description Alec Montoya => Alec Montoya |
| 2022-10-06 |
update person_description Alexander Cote => Alexander Cote |
| 2022-10-06 |
update person_title Alexander Cote: Portfolio Analyst in the Investment Strategy Group; Portfolio Manager => Portfolio Manager |
| 2022-10-06 |
update person_title Anna Apodaca: Wealth Advisor, Director => Regional Vice President, Wealth Advisor |
| 2022-10-06 |
update person_title Anuska Kovalcheck: Client Service Specialist => Financial Planner |
| 2022-10-06 |
update person_title Charlene Maruska: Client Service Specialist => Regional Sales Manager |
| 2022-10-06 |
update person_title Christopher Blakely: Financial Planner => Associate Wealth Advisor |
| 2022-10-06 |
update person_title Christopher S. Murphy: Financial Planner => Associate Wealth Advisor |
| 2022-10-06 |
update person_title David Cain: Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2022-10-06 |
update person_title David Simpson: Portfolio Manager => Senior Investment Strategist |
| 2022-10-06 |
update person_title Dedrick Lee II: Senior Legal Assistant => Lead, Sr. Legal Assistant |
| 2022-10-06 |
update person_title Drew Harper: Wealth Advisor => Senior Wealth Advisor |
| 2022-10-06 |
update person_title Eunice Kim: Associate Wealth Advisor => Financial Planner |
| 2022-10-06 |
update person_title Harrison Fant: Wealth Advisor => Senior Wealth Advisor |
| 2022-10-06 |
update person_title Jacob Gee: Financial Planner => Associate Wealth Advisor |
| 2022-10-06 |
update person_title James Telfer: Financial Planner => Associate Wealth Advisor |
| 2022-10-06 |
update person_title Jeff Giguere: Associate Wealth Advisor => Wealth Advisor |
| 2022-10-06 |
update person_title Jeff Minc: Financial Planner => Associate Wealth Advisor |
| 2022-10-06 |
update person_title Jordan Cowart: Associate Wealth Advisor => Wealth Advisor |
| 2022-10-06 |
update person_title Korina Kaio-Maddox: Client Service Specialist => Associate Financial Planner |
| 2022-10-06 |
update person_title Kristina Gillis-Phelps: Portfolio Operations Specialist => Client Service Specialist |
| 2022-10-06 |
update person_title Kyndal Howard: Client Service Specialist => Financial Planner |
| 2022-10-06 |
update person_title Logan Donovan: Associate Financial Planner => Financial Planner |
| 2022-10-06 |
update person_title Maeve Schmid: Financial Planner => Associate Wealth Advisor |
| 2022-10-06 |
update person_title Michael Snider: Associate Wealth Advisor => Wealth Advisor |
| 2022-10-06 |
update person_title Nicholas Cathcart: Senior Tax Associate => Tax Manager |
| 2022-10-06 |
update person_title Paul Petrosino: Senior Tax Advisor => Tax Manager |
| 2022-10-06 |
update person_title Renée Pichette: Associate Wealth Advisor => Wealth Advisor |
| 2022-10-06 |
update person_title Rich Davtyan: Member of the Your Beverly Hills Team; Associate Wealth Advisor => Member of the Your Beverly Hills Team; Wealth Advisor |
| 2022-10-06 |
update person_title Ryan Overstreet: Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2022-10-06 |
update person_title Sam Hume: Associate Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2022-10-06 |
update person_title Stefen Donohue: Client Service Specialist => Associate Financial Planner |
| 2022-10-06 |
update person_title Zeke Aviles: Financial Planner => Associate Wealth Advisor |
| 2022-10-06 |
update website_status IndexPageFetchError => OK |
| 2022-08-06 |
update website_status OK => IndexPageFetchError |
| 2022-07-06 |
delete otherexecutives Douglas Gilbert |
| 2022-07-06 |
insert otherexecutives Paul Barlow |
| 2022-07-06 |
delete person Angel Colon |
| 2022-07-06 |
delete person Catherine Franklin |
| 2022-07-06 |
delete person Craig W. Hart |
| 2022-07-06 |
delete person Jackie Dohse |
| 2022-07-06 |
delete person Joanna Grier |
| 2022-07-06 |
delete person Karen Nucci |
| 2022-07-06 |
delete person Laura Cuber |
| 2022-07-06 |
delete person Mitchell Phillips |
| 2022-07-06 |
delete person Reid Johnson |
| 2022-07-06 |
delete person Stephanie White |
| 2022-07-06 |
delete person Steven Schwartz |
| 2022-07-06 |
insert address 310 West Front Street
Suite 308
Traverse City, Michigan 49684 |
| 2022-07-06 |
insert address 590 W. Centre St.
Portage, Michigan 49024 |
| 2022-07-06 |
insert person Aleesha Grimes |
| 2022-07-06 |
insert person Alexandra Mendoza |
| 2022-07-06 |
insert person Alexis Kibbe |
| 2022-07-06 |
insert person Brent Kerstetter |
| 2022-07-06 |
insert person David Krakauer |
| 2022-07-06 |
insert person Gracie Horton |
| 2022-07-06 |
insert person Jaclyn Aragon |
| 2022-07-06 |
insert person Joanna Geier |
| 2022-07-06 |
insert person Kobrah McFaden |
| 2022-07-06 |
insert person Kristen Cordell |
| 2022-07-06 |
insert person Liz Yunker |
| 2022-07-06 |
insert person Lori Fellows |
| 2022-07-06 |
insert person Luana Puglisi |
| 2022-07-06 |
insert person Madi Bradley |
| 2022-07-06 |
insert person Mariah Rason |
| 2022-07-06 |
insert person Mattijs Ossorio |
| 2022-07-06 |
insert person Michael Sohmer |
| 2022-07-06 |
insert person Nick Bond |
| 2022-07-06 |
insert person Paul Barlow |
| 2022-07-06 |
insert person Scott Williams |
| 2022-07-06 |
insert person Sloan Petereit |
| 2022-07-06 |
insert person Tami Leffingwell |
| 2022-07-06 |
insert person Todd Sanford |
| 2022-07-06 |
insert person Will Lupfer |
| 2022-07-06 |
insert phone 269.488.6900 |
| 2022-07-06 |
update person_title Anna Apodaca: Wealth Advisor => Wealth Advisor, Director |
| 2022-07-06 |
update person_title Clay Evans: Financial Planner => Associate Wealth Advisor |
| 2022-07-06 |
update person_title Connor Thomas: Financial Planner => Associate Wealth Advisor |
| 2022-07-06 |
update person_title Douglas Gilbert: Regional Vice President; Member of the Your Denver Team; Member of the Your Ames Team; 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 |
| 2022-07-06 |
update person_title Jackie Schlup: Financial Planner => Associate Wealth Advisor |
| 2022-06-06 |
delete managingdirector Mark S. Germain |
| 2022-06-06 |
delete address 100 Pringle Avenue
Suite 320
Walnut Creek, California 94596 |
| 2022-06-06 |
delete address 121 Southwest Morrison Street
Suite 800
Portland, Oregon 97204 |
| 2022-06-06 |
delete address 4208 Six Forks Road
Suite 1000
Raleigh, North Carolina 27609 |
| 2022-06-06 |
delete address 7033 East Greenway Parkway
Suite 205
Scottsdale, Arizona 85254 |
| 2022-06-06 |
delete person Adam Stanowick |
| 2022-06-06 |
delete person Albert Barsanti |
| 2022-06-06 |
delete person Brenda Garcia |
| 2022-06-06 |
delete person Chanelle Van Pelt |
| 2022-06-06 |
delete person Dana Albizri |
| 2022-06-06 |
delete person Emily Meier |
| 2022-06-06 |
delete person Federico Avendano |
| 2022-06-06 |
delete person Frank Piccolo |
| 2022-06-06 |
delete person Joanna Hsu |
| 2022-06-06 |
delete person John McAuliffe |
| 2022-06-06 |
delete person Joshua Fremit |
| 2022-06-06 |
delete person Julianne Andrews |
| 2022-06-06 |
delete person Justin Do |
| 2022-06-06 |
delete person Kseniya Ribeiro |
| 2022-06-06 |
delete person Lambert Batongbacal |
| 2022-06-06 |
delete person Lara Docherty |
| 2022-06-06 |
delete person Linette Dobbins |
| 2022-06-06 |
delete person Mark Falamoun |
| 2022-06-06 |
delete person Mark S. Germain |
| 2022-06-06 |
delete person Melissa Dresnok |
| 2022-06-06 |
delete person Michelle Thompson |
| 2022-06-06 |
delete person Monique Reyes |
| 2022-06-06 |
delete person Nathan Brammer |
| 2022-06-06 |
delete person Sophia Berglund |
| 2022-06-06 |
delete person Terry Bobo |
| 2022-06-06 |
delete person Zachery Wingate |
| 2022-06-06 |
insert address 1 Horizon Court
Suite A
Rockwall, Texas 75032 |
| 2022-06-06 |
insert address 100 Pringle Avenue
Suite 310
Walnut Creek, California 94596 |
| 2022-06-06 |
insert address 121 Southwest Morrison Street
Suite 910
Portland, Oregon 97204 |
| 2022-06-06 |
insert address 1250 Ironwood Drive
Suite 110
Coeur d'Alene, Idaho 83814 |
| 2022-06-06 |
insert address 130C Linden Oaks
Rochester, New York 14625 |
| 2022-06-06 |
insert address 7033 East Greenway Parkway
Suite 290
Scottsdale, Arizona 85254 |
| 2022-06-06 |
insert address 8352 Six Forks Rd
#201
Raleigh, North Carolina 27615 |
| 2022-06-06 |
insert contact_pages_linkeddomain bloomberg.com |
| 2022-06-06 |
insert person Aaron Boyce |
| 2022-06-06 |
insert person Alec Schneider |
| 2022-06-06 |
insert person Andrea Sunada |
| 2022-06-06 |
insert person Andrew Nurse |
| 2022-06-06 |
insert person Anna Apodaca |
| 2022-06-06 |
insert person Art Haws |
| 2022-06-06 |
insert person Bernie Salamone |
| 2022-06-06 |
insert person Brittnae Olasehinde |
| 2022-06-06 |
insert person Carol Maloney |
| 2022-06-06 |
insert person Dave Mirsky |
| 2022-06-06 |
insert person David Cain |
| 2022-06-06 |
insert person David Hardenbergh |
| 2022-06-06 |
insert person David Rich |
| 2022-06-06 |
insert person David Riffe |
| 2022-06-06 |
insert person Jackie Dohse |
| 2022-06-06 |
insert person Janice Donovan |
| 2022-06-06 |
insert person Jedd Nicolas |
| 2022-06-06 |
insert person Jesse Jackson |
| 2022-06-06 |
insert person Joanna Grier |
| 2022-06-06 |
insert person John Voralik |
| 2022-06-06 |
insert person Josh Davis |
| 2022-06-06 |
insert person Kelly Rosa |
| 2022-06-06 |
insert person Lisa Butler |
| 2022-06-06 |
insert person Logan Donovan |
| 2022-06-06 |
insert person Mary McElligott |
| 2022-06-06 |
insert person Melissa Allen |
| 2022-06-06 |
insert person Meredith Maller |
| 2022-06-06 |
insert person Monica Hernandez |
| 2022-06-06 |
insert person Morgan Buckridge |
| 2022-06-06 |
insert person Reid Johnson |
| 2022-06-06 |
insert person Ryan Overstreet |
| 2022-06-06 |
insert person Sam Hume |
| 2022-06-06 |
insert person Stella Doyle |
| 2022-06-06 |
insert person Steven Schneider |
| 2022-06-06 |
insert person Trace Winn |
| 2022-06-06 |
insert person W. Cam Goodwin |
| 2022-06-06 |
insert phone 214.771.3363 |
| 2022-06-06 |
insert phone 585.264.1658 |
| 2022-06-06 |
insert phone 919.848.9999 |
| 2022-06-06 |
update person_title Andrew Shannon: Associate Wealth Advisor => Wealth Advisor |
| 2022-06-06 |
update person_title Christopher S. Murphy: Associate Financial Planner => Financial Planner |
| 2022-06-06 |
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 |
| 2022-06-06 |
update person_title David Barton: M & a Leader => Vice Chairman, Mergers & Acquisitions Deal Team Leader |
| 2022-06-06 |
update person_title Jaron Carmichael: Wealth Advisor => Director of Retirement Group, Wealth Advisor |
| 2022-06-06 |
update person_title Laura Thompson: Senior Regional Sales Associate => Senior Regional Sales Associate, Manager |
| 2022-06-06 |
update person_title Mary Jean Short: Tax Specialist => Client Service Specialist |
| 2022-06-06 |
update person_title Remi Hock: Client Service Specialist => Portfolio Analyst |
| 2022-06-06 |
update person_title Steve Roberts: Wealth Advisor, Director => Wealth Advisor |
| 2022-06-06 |
update person_title Steven Crevar: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-06 |
delete chieflegalofficer Ben Holzer |
| 2022-04-06 |
delete otherexecutives Andrew Paine |
| 2022-04-06 |
delete otherexecutives Ben Bramer |
| 2022-04-06 |
insert otherexecutives J.J. Boot |
| 2022-04-06 |
insert otherexecutives Lisa Goodman |
| 2022-04-06 |
delete address 6720 North Scottsdale Road
Suite 212
Scottsdale, Arizona 85253-4426 |
| 2022-04-06 |
delete person Alan Weiss |
| 2022-04-06 |
delete person Andrew Paine |
| 2022-04-06 |
delete person Ben Bramer |
| 2022-04-06 |
delete person Ben Holzer |
| 2022-04-06 |
delete person Brandon Hernandez |
| 2022-04-06 |
delete person Bret Svedberg |
| 2022-04-06 |
delete person Brooks Allen |
| 2022-04-06 |
delete person Daniel Lime |
| 2022-04-06 |
delete person Heather Aragona |
| 2022-04-06 |
delete person Javier Solis |
| 2022-04-06 |
delete person Jesse Jimerson |
| 2022-04-06 |
delete person Joshua Young |
| 2022-04-06 |
delete person Kevin D. Lehinger |
| 2022-04-06 |
delete person Madison Taneja |
| 2022-04-06 |
delete person Mark J. Smith |
| 2022-04-06 |
delete person Michael Halloran |
| 2022-04-06 |
delete person Paola Ramos |
| 2022-04-06 |
delete phone 480.421.2660 |
| 2022-04-06 |
insert person Amy Boyd |
| 2022-04-06 |
insert person Brandon Williams |
| 2022-04-06 |
insert person Christopher Posey |
| 2022-04-06 |
insert person Dionisio Meneses |
| 2022-04-06 |
insert person Frances Hymiller |
| 2022-04-06 |
insert person Harper Sample |
| 2022-04-06 |
insert person Ian Freemire |
| 2022-04-06 |
insert person Ignatius D'Anna |
| 2022-04-06 |
insert person Jacques Jagr |
| 2022-04-06 |
insert person Jigisha Dahagam |
| 2022-04-06 |
insert person Jonah Tinajero |
| 2022-04-06 |
insert person Kali Dunn |
| 2022-04-06 |
insert person Lisa Goodman |
| 2022-04-06 |
insert person Max Wrenn |
| 2022-04-06 |
insert person Morwenna Borden |
| 2022-04-06 |
insert person Peter Lovberg |
| 2022-04-06 |
insert person Ryan Weichman |
| 2022-04-06 |
insert person Zafar Ahsan |
| 2022-04-06 |
update person_title Alec Montoya: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-06 |
update person_title Alexander Cote: Portfolio Analyst => Portfolio Analyst in the Investment Strategy Group; Portfolio Manager |
| 2022-04-06 |
update person_title Andrew Medders: Senior Client Advisor & Sales => Wealth Advisor |
| 2022-04-06 |
update person_title Ashlee Chu Hewitt: Tax Advisor => Senior Tax Advisor |
| 2022-04-06 |
update person_title Ben Gyulambaryan: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-06 |
update person_title Ben Lim: Senior Tax Advisor => Tax Manager |
| 2022-04-06 |
update person_title Bobby Arenivas: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-06 |
update person_title Bradley Anderson: Financial Planner => Associate Wealth Advisor |
| 2022-04-06 |
update person_title Brian Abatemarco: Associate; Regional Vice President => Regional Vice President |
| 2022-04-06 |
update person_title CJ Smith: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-06 |
update person_title Daniel Epstein: Director, Income Tax => Senior Tax Director |
| 2022-04-06 |
update person_title Daniel Morr: Account Operations Specialist => Senior Account Operations Specialist |
| 2022-04-06 |
update person_title Danielle Frazier: Client Service Specialist => Regional Service Manager |
| 2022-04-06 |
update person_title Danielle Read: Legal Assistant => Member of the Your Denver Team; Senior Legal Assistant |
| 2022-04-06 |
update person_title Dedrick Lee II: Legal Assistant => Senior Legal Assistant |
| 2022-04-06 |
update person_title Evan Fingert: Law Clerk => Associate Estate Planning Attorney |
| 2022-04-06 |
update person_title Frank Piccolo: Associate Financial Planner => Financial Planning Analyst |
| 2022-04-06 |
update person_title Grace Bossert: Client Service Specialist => Associate Financial Planner |
| 2022-04-06 |
update person_title Heather Jenkins Capps: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-06 |
update person_title J.J. Boot: Inside Sales Associate => Associate; Regional Vice President |
| 2022-04-06 |
update person_title Jacob Gee: Client Service Specialist => Financial Planner |
| 2022-04-06 |
update person_title James Roundy: Financial Planner => Associate Wealth Advisor |
| 2022-04-06 |
update person_title Jasna Veledar: Estate Planning Attorney => Member of the Your Denver Team; Lead Estate Planning Attorney |
| 2022-04-06 |
update person_title Jennifer Baick: Director of Financial Planning => Senior Director, Financial Planning Group |
| 2022-04-06 |
update person_title Jim Czirr: Wealth Advisor => Wealth Advisor, Director |
| 2022-04-06 |
update person_title Justin Do: Associate Financial Planner => Financial Planning Analyst |
| 2022-04-06 |
update person_title Justin Shane: Associate Wealth Advisor => Wealth Advisor |
| 2022-04-06 |
update person_title Kseniya Ribeiro: Client Service Specialist => Associate Financial Planning Analyst |
| 2022-04-06 |
update person_title Lindsay Black: Associate Financial Planner => Associate Wealth Advisor, Retirement Plans |
| 2022-04-06 |
update person_title Logan L. Baker: Vice President, Estate Planning => Lead, Senior Wealth Strategist |
| 2022-04-06 |
update person_title Mark Eshman: Wealth Advisor, Director => Director of Foundations and Endowments Group, Senior Wealth Advisor |
| 2022-04-06 |
update person_title Mary Hamshou: Client Service Specialist => Regional Service Manager |
| 2022-04-06 |
update person_title Matthew McCarthy: Senior Tax Advisor => Tax Manager |
| 2022-04-06 |
update person_title Matthew Truckner: Senior Tax Advisor => Tax Manager |
| 2022-04-06 |
update person_title Mendim Gecaj: Financial Planner => Wealth Advisor |
| 2022-04-06 |
update person_title Mitchell Windemuller: Associate Trader => Senior Trader |
| 2022-04-06 |
update person_title Nancy R. Hudak: Lead Client Service Specialist => Regional Service Manager |
| 2022-04-06 |
update person_title Nikki Ivins: Client Service Specialist => Regional Sales Associate |
| 2022-04-06 |
update person_title Rebekah Burns: Financial Planner => Associate Wealth Advisor |
| 2022-04-06 |
update person_title Scott Weigel: Client Service Specialist => Member of the Your Boca Raton Team; Associate Wealth Advisor |
| 2022-04-06 |
update person_title Sheree Leonatti: Legal Assistant => Member of the Your Denver Team; Estate Planning Paralegal |
| 2022-04-06 |
update person_title William McNutt: Financial Planner => Associate Wealth Advisor |
| 2022-03-07 |
delete chro Samantha Elder |
| 2022-03-07 |
insert otherexecutives Brian Oberle |
| 2022-03-07 |
insert otherexecutives Erica Weiser |
| 2022-03-07 |
insert otherexecutives Rodney Alvarado |
| 2022-03-07 |
delete address 151 Kalmus Drive,
Suite H-7
Costa Mesa, California 92626 |
| 2022-03-07 |
delete address 901 South MoPac Expressway
Barton Oaks Plaza II, Suite 270
Austin, TX 78746 |
| 2022-03-07 |
delete address 901 South MoPac Expressway
Building II, Suite 270
Austin, Texas 78746 |
| 2022-03-07 |
delete person Andrew Barnes |
| 2022-03-07 |
delete person Andrew Crim |
| 2022-03-07 |
delete person Austin Tanner |
| 2022-03-07 |
delete person Carlos Hernandez |
| 2022-03-07 |
delete person Erica J. Clark |
| 2022-03-07 |
delete person Frederick M. Hanish |
| 2022-03-07 |
delete person Gale Flores |
| 2022-03-07 |
delete person Jacob Jaegle |
| 2022-03-07 |
delete person Jamie Stone |
| 2022-03-07 |
delete person Kelly Woodward |
| 2022-03-07 |
delete person Linette Barajas |
| 2022-03-07 |
delete person Lonnie Dorn |
| 2022-03-07 |
delete person Melanie J. Keiser |
| 2022-03-07 |
delete person Monica Wray |
| 2022-03-07 |
delete person Nicole Caron |
| 2022-03-07 |
delete person Robert Borden |
| 2022-03-07 |
delete person Samantha Elder |
| 2022-03-07 |
delete person Samantha Picardo |
| 2022-03-07 |
delete person Stephanie Anderson |
| 2022-03-07 |
delete person Zach Klopp |
| 2022-03-07 |
delete person Zachary Perret |
| 2022-03-07 |
delete phone 714.434.6900 |
| 2022-03-07 |
delete phone 857.378.1140 |
| 2022-03-07 |
insert address 11 10th Avenue
Kirkland, Washington 98033 |
| 2022-03-07 |
insert address 12455 SW 68th Avenue
Portland, Oregon 97223 |
| 2022-03-07 |
insert address 8117 Preston Road #700
Dallas, Texas 75225 |
| 2022-03-07 |
insert address 901 S. MoPac Expy
Barton Oaks Plaza 2, Suite 270
Austin, Texas 78746 |
| 2022-03-07 |
insert person Brian Oberle |
| 2022-03-07 |
insert person Carl Kunhardt |
| 2022-03-07 |
insert person Carrie Beede |
| 2022-03-07 |
insert person Chandler Ferguson |
| 2022-03-07 |
insert person Charlene Miller |
| 2022-03-07 |
insert person Cherice Peoples |
| 2022-03-07 |
insert person Chris Young |
| 2022-03-07 |
insert person Clay Evans |
| 2022-03-07 |
insert person Connor Thomas |
| 2022-03-07 |
insert person David Simpson |
| 2022-03-07 |
insert person Erica Weiser |
| 2022-03-07 |
insert person Felisha Buchinger |
| 2022-03-07 |
insert person Gerardo Zapata |
| 2022-03-07 |
insert person Haley Griffin |
| 2022-03-07 |
insert person Jackie Schlup |
| 2022-03-07 |
insert person James Parker |
| 2022-03-07 |
insert person Jane Castro |
| 2022-03-07 |
insert person Jeff Giguere |
| 2022-03-07 |
insert person Jenna Taylor |
| 2022-03-07 |
insert person Joshua Young |
| 2022-03-07 |
insert person Judy Howard |
| 2022-03-07 |
insert person Kalita Blessing |
| 2022-03-07 |
insert person Kent Davis |
| 2022-03-07 |
insert person Kyndal Howard |
| 2022-03-07 |
insert person Lara Docherty |
| 2022-03-07 |
insert person Lavanda Malveaux |
| 2022-03-07 |
insert person Marla Barnard |
| 2022-03-07 |
insert person Matthew Moore |
| 2022-03-07 |
insert person Meg O'Brien |
| 2022-03-07 |
insert person Michelle Ottoboni |
| 2022-03-07 |
insert person Mychelle Malveaux |
| 2022-03-07 |
insert person Nicole Miller |
| 2022-03-07 |
insert person Nita O'Neal |
| 2022-03-07 |
insert person Paul Petrosino |
| 2022-03-07 |
insert person Rebecca Wolman |
| 2022-03-07 |
insert person Remi Hock |
| 2022-03-07 |
insert person Rob Cox |
| 2022-03-07 |
insert person Rodney Alvarado |
| 2022-03-07 |
insert person Scott Hancock |
| 2022-03-07 |
insert person Sharon Littell |
| 2022-03-07 |
insert person Sonja Borda |
| 2022-03-07 |
insert person Stefanie Leighter |
| 2022-03-07 |
insert person Tiffany Garza |
| 2022-03-07 |
insert person Wendy Reeves |
| 2022-03-07 |
insert person Yesenia Ramirez |
| 2022-03-07 |
insert phone 214.691.6090 |
| 2022-03-07 |
insert phone 425.822.8122 |
| 2022-03-07 |
insert phone 503.597.2222 |
| 2022-03-07 |
update person_title Albert Barsanti: Financial Planner => Wealth Advisor |
| 2022-03-07 |
update person_title Amber Adams: Client Service Specialist => Senior Client Service Specialist |
| 2022-03-07 |
update person_title Chris Rogers: Client Service Specialist; Senior Vice President, Client Portfolio Manager => Client Service Specialist |
| 2022-03-07 |
update person_title Dane Sauer: Wealth Advisor => Wealth Advisor, Director |
| 2022-03-07 |
update person_title Federico Avendano: Client Service Specialist => Associate Financial Planning Analyst |
| 2022-03-07 |
update person_title Frank Piccolo: Client Service Specialist => Associate Financial Planner |
| 2022-03-07 |
update person_title James Telfer: Client Service Specialist => Financial Planner |
| 2022-03-07 |
update person_title Karrie Spencer: Wealth Advisor => Wealth Advisor, Director |
| 2022-03-07 |
update person_title Madison Taneja: Client Service Specialist => Associate Financial Planning Analyst |
| 2022-03-07 |
update person_title Mark Doran: Senior Tax Director => Senior Vice President, Tax |
| 2022-03-07 |
update person_title Mark Falamoun: Client Service Specialist => Associate Financial Planning Analyst |
| 2022-03-07 |
update person_title Mary Jean Short: Client Service Specialist => Tax Specialist |
| 2022-03-07 |
update person_title Phillip Miodowski: Client Service Specialist => Portfolio Analyst |
| 2022-03-07 |
update person_title Roain Saunders: Associate Financial Planner => Financial Planner |
| 2022-03-07 |
update person_title Stacie Hostetler: Manager of Operations; Member of the Your Ames Team => Client Service Specialist; Member of the Your Ames Team |
| 2022-03-07 |
update person_title Susan Evans: Client Service Specialist => Associate Financial Planner |
| 2022-03-07 |
update person_title Zachery Wingate: Client Service Specialist; Member of the Your Ames Team => Associate Financial Planning Analyst; Member of the Your Ames Team |
| 2021-12-11 |
delete otherexecutives Brendan Reidy |
| 2021-12-11 |
delete otherexecutives Paul Seidman |
| 2021-12-11 |
insert chieflegalofficer Ben Holzer |
| 2021-12-11 |
insert otherexecutives Andy Farah |
| 2021-12-11 |
delete address 111 Cass Street
Traverse City, Michigan 49684 |
| 2021-12-11 |
delete address 2155 Jackson Avenue
Ann Arbor, Michigan 48103 |
| 2021-12-11 |
delete address 410 Central Avenue
Suite 517
Great Falls, Montana 59401 |
| 2021-12-11 |
delete address 4800 Juan Tabo Blvd NE
Suite D
Albuquerque, New Mexico 87111 |
| 2021-12-11 |
delete address 4800 Juan Tabo Boulevard Northeast
Suite D
Albuquerque, New Mexico 87111 |
| 2021-12-11 |
delete person Barry Newman |
| 2021-12-11 |
delete person Bernadette Mitchell |
| 2021-12-11 |
delete person Brendan Reidy |
| 2021-12-11 |
delete person Colby Ripsam |
| 2021-12-11 |
delete person Donna Skeels Cygan |
| 2021-12-11 |
delete person Jacqueline D. Adler |
| 2021-12-11 |
delete person Jeremy Moniz |
| 2021-12-11 |
delete person Lisa Corboy |
| 2021-12-11 |
delete person Maunsel Hickey |
| 2021-12-11 |
delete person Remington Hasty |
| 2021-12-11 |
delete person Rick Baran |
| 2021-12-11 |
delete person Satchel Ziffer |
| 2021-12-11 |
delete person Shane Rowan |
| 2021-12-11 |
delete person Trace Alexander |
| 2021-12-11 |
delete phone 231.929.4500 |
| 2021-12-11 |
delete phone 406.727.2165 |
| 2021-12-11 |
delete phone 734.213.1390 |
| 2021-12-11 |
insert address 6565 Americas Parkway NE
Suite #200
Albuquerque, New Mexico 87110 |
| 2021-12-11 |
insert person Andy Farah |
| 2021-12-11 |
insert person Ben Holzer |
| 2021-12-11 |
insert person Blanca Ceja |
| 2021-12-11 |
insert person Brandon Hernandez |
| 2021-12-11 |
insert person Bret Svedberg |
| 2021-12-11 |
insert person Carolyn Ann Muller |
| 2021-12-11 |
insert person Chabelly Gurrola |
| 2021-12-11 |
insert person Charles Mardock |
| 2021-12-11 |
insert person Courtney Foley |
| 2021-12-11 |
insert person Danny Polyakov |
| 2021-12-11 |
insert person Erin Larsen |
| 2021-12-11 |
insert person Erin Wheatcraft |
| 2021-12-11 |
insert person Evan Fingert |
| 2021-12-11 |
insert person Hunter D. Zick |
| 2021-12-11 |
insert person Isaac Babalola |
| 2021-12-11 |
insert person Jesse Jimerson |
| 2021-12-11 |
insert person Julia Messineo |
| 2021-12-11 |
insert person Justin Cramer |
| 2021-12-11 |
insert person Karen Nucci |
| 2021-12-11 |
insert person Kate DeGiorgi |
| 2021-12-11 |
insert person Lindsey Wetzel |
| 2021-12-11 |
insert person Marcela Carreon |
| 2021-12-11 |
insert person Mary Hoskins |
| 2021-12-11 |
insert person Michael O'Brien |
| 2021-12-11 |
insert person Nikki Ivins |
| 2021-12-11 |
insert person Parker Landolf |
| 2021-12-11 |
insert person Porche Bradley |
| 2021-12-11 |
insert person Samantha Picardo |
| 2021-12-11 |
insert person Schane Goheen |
| 2021-12-11 |
insert person Sean O'Connor |
| 2021-12-11 |
insert person Sonya Mincy |
| 2021-12-11 |
insert person Theresa Bedard |
| 2021-12-11 |
insert person William Montijo |
| 2021-12-11 |
update person_title Alexander Doyle: Associate Wealth Advisor => Wealth Advisor |
| 2021-12-11 |
update person_title Andrew Beck: Associate; Regional Vice President => Regional Vice President |
| 2021-12-11 |
update person_title Andrew Crim: Associate Financial Planner => Financial Planner |
| 2021-12-11 |
update person_title Angela Fernandez: Client Service Coordinator => Client Service Specialist |
| 2021-12-11 |
update person_title Angela Tucker: Operations Specialist => Operations Manager |
| 2021-12-11 |
update person_title Barry Cohen: Associate Wealth Advisor => Wealth Advisor |
| 2021-12-11 |
update person_title Brianna Becker: Law Clerk - Estate Planning => Associate Estate Planning Attorney |
| 2021-12-11 |
update person_title Brittany Doyle: Client Service Manager => Regional Service Manager |
| 2021-12-11 |
update person_title Bryan Strike: Senior Client Advisor & Financial Planning Manager => Senior Wealth Strategist |
| 2021-12-11 |
update person_title CJ Smith: Financial Planner => Associate Wealth Advisor |
| 2021-12-11 |
update person_title Cathy Hoang: Portfolio Operations Specialist => Senior Portfolio Operations Specialist |
| 2021-12-11 |
update person_title Emily Meier: Executive Assistant / EP Operations => Operations Manager, Estate Planning |
| 2021-12-11 |
update person_title Emily Messegee: Wealth Advisor => Wealth Advisor, Director |
| 2021-12-11 |
update person_title Garrett Cauley: Insurance Operations Specialist => Insurance Advisor |
| 2021-12-11 |
update person_title James Werner: Regional Sales Associate => Senior Regional Sales Associate |
| 2021-12-11 |
update person_title Jason O'Meara: Associate Wealth Advisor => Wealth Advisor |
| 2021-12-11 |
update person_title John Lee: Portfolio Accounting Specialist => Senior Portfolio Accounting Specialist |
| 2021-12-11 |
update person_title Kristen Comeau: Associate; Regional Vice President => Regional Vice President |
| 2021-12-11 |
update person_title Linda S. Ames Lyons: Associate Wealth Advisor => Wealth Advisor |
| 2021-12-11 |
update person_title Luc Ceci: Financial Planner => Associate Wealth Advisor |
| 2021-12-11 |
update person_title Melissa Dresnok: Financial Planner => Financial Planning Analyst |
| 2021-12-11 |
update person_title Nicole Caron: Associate Financial Planner => Financial Planner |
| 2021-12-11 |
update person_title Nicole Mosley: Associate Financial Planner => Financial Planner |
| 2021-12-11 |
update person_title Paul Seidman: Regional Vice President => Senior Vice President, Institutional Sales |
| 2021-12-11 |
update person_title Phillip Swenson: Associate Wealth Advisor => Wealth Advisor |
| 2021-12-11 |
update person_title Stefani Kohler: Associate Financial Planner => Financial Planner |
| 2021-12-11 |
update person_title Stephen Bauer: Client Solutions Representative => CST, Financial Planner |
| 2021-12-11 |
update person_title Stevan Downs: Senior Tax Advisor => Tax Manager |
| 2021-12-11 |
update person_title Susy Gibo: Regional Sales Associate => Senior Regional Sales Associate |
| 2021-12-11 |
update person_title Tanya Thomasson: Regional Operations Manager and Financial Planner => Regional Service Manager |
| 2021-09-15 |
delete otherexecutives Robert Toomire |
| 2021-09-15 |
insert otherexecutives Ben Bramer |
| 2021-09-15 |
insert otherexecutives Chase Carmichael |
| 2021-09-15 |
insert otherexecutives Chris Jameson |
| 2021-09-15 |
delete address 701 E Front Ave
Suite 101
Coeur d'Alene, Idaho 83814 |
| 2021-09-15 |
delete address 970 Lake Carillon Drive Feather Sound
Suite 300
St. Petersburg, Florida 33716 |
| 2021-09-15 |
delete person Alexis Bustillos |
| 2021-09-15 |
delete person Charles Crowley IV |
| 2021-09-15 |
delete person Julie Manning |
| 2021-09-15 |
delete person Karla Castillo |
| 2021-09-15 |
delete person Lindsay West |
| 2021-09-15 |
delete person Lori Bodenhamer |
| 2021-09-15 |
delete person Randy Acsell |
| 2021-09-15 |
delete person Robert Toomire |
| 2021-09-15 |
delete person Shishun Kryskalla |
| 2021-09-15 |
delete person Yisen Cai |
| 2021-09-15 |
delete phone 208.714.0812 |
| 2021-09-15 |
delete phone 727.614.4333 |
| 2021-09-15 |
insert person Alan Davis |
| 2021-09-15 |
insert person Alexander Cote |
| 2021-09-15 |
insert person Ben Bramer |
| 2021-09-15 |
insert person Brad White |
| 2021-09-15 |
insert person Brennan Wehrle |
| 2021-09-15 |
insert person Brian Jellig |
| 2021-09-15 |
insert person Brittani Woodruff |
| 2021-09-15 |
insert person Chase Carmichael |
| 2021-09-15 |
insert person Chris Jameson |
| 2021-09-15 |
insert person David Maniola |
| 2021-09-15 |
insert person Erica Luchetti |
| 2021-09-15 |
insert person Garrett Cauley |
| 2021-09-15 |
insert person Henry Lao |
| 2021-09-15 |
insert person Hisham Haddad |
| 2021-09-15 |
insert person James Roundy |
| 2021-09-15 |
insert person Janis Biggers |
| 2021-09-15 |
insert person Jennifer Currin Gutridge |
| 2021-09-15 |
insert person Judith A. McGee |
| 2021-09-15 |
insert person Ken Bobadilla |
| 2021-09-15 |
insert person Kirk Bjorn |
| 2021-09-15 |
insert person Lambert Batongbacal |
| 2021-09-15 |
insert person Laurie Macielinski |
| 2021-09-15 |
insert person Linette Barajas |
| 2021-09-15 |
insert person Linette Dobbins |
| 2021-09-15 |
insert person Micah Cummins |
| 2021-09-15 |
insert person Michael Halloran |
| 2021-09-15 |
insert person Michael Uyemura |
| 2021-09-15 |
insert person Michon McCabe |
| 2021-09-15 |
insert person Monique Reyes |
| 2021-09-15 |
insert person Nicholas Cathcart |
| 2021-09-15 |
insert person Pat Wynne |
| 2021-09-15 |
insert person Patrick Comer |
| 2021-09-15 |
insert person Paul Seigle |
| 2021-09-15 |
insert person Raphael Aziz |
| 2021-09-15 |
insert person Rebecca Evans |
| 2021-09-15 |
insert person Rebecca Rushton |
| 2021-09-15 |
insert person Sandee Mapp |
| 2021-09-15 |
insert person Sarah Elise Berry |
| 2021-09-15 |
insert person Satchel Ziffer |
| 2021-09-15 |
insert person Stephanie White |
| 2021-09-15 |
insert person Tim Cengia |
| 2021-09-15 |
update person_title Tessa Bonifacio: Investment Administrator => Portfolio Analyst |
| 2021-08-15 |
insert otherexecutives Ernie George |
| 2021-08-15 |
delete address 10040 Regency Circle
Suite 310
Omaha, Nebraska 68114 |
| 2021-08-15 |
delete address 1700 South El Camino Real
Suite 200
San Mateo, California 94402 |
| 2021-08-15 |
delete address 444 Hana Highway
Suite D
Kahului, Hawaii 96732 |
| 2021-08-15 |
delete person Adela Africano |
| 2021-08-15 |
delete person Cary Shaw |
| 2021-08-15 |
delete person Greg A. Willsey |
| 2021-08-15 |
delete person Melissa Pinkerton |
| 2021-08-15 |
delete person Serena Colvin |
| 2021-08-15 |
delete person Susan A. Crawford Pilon |
| 2021-08-15 |
delete person Tiffany Stokes |
| 2021-08-15 |
delete phone 650.571.8888 |
| 2021-08-15 |
insert address 102 South Jackson Street
Starkville, Mississippi 39759 |
| 2021-08-15 |
insert address 260 Regency Parkway Drive
Suite 113
Omaha, Nebraska 68114 |
| 2021-08-15 |
insert address 5901-B Peachtree Dunwoody Road
Suite 275
Atlanta, Georgia 30328 |
| 2021-08-15 |
insert person Adam Wager |
| 2021-08-15 |
insert person Ally Keasler |
| 2021-08-15 |
insert person Cameron Holt |
| 2021-08-15 |
insert person Cathy Hoang |
| 2021-08-15 |
insert person Cathy Miller |
| 2021-08-15 |
insert person Christopher Blackmon |
| 2021-08-15 |
insert person Craig Weidenfeller |
| 2021-08-15 |
insert person Daniel Maurer |
| 2021-08-15 |
insert person Daniel Morr |
| 2021-08-15 |
insert person David Hamilton |
| 2021-08-15 |
insert person Erin Neece |
| 2021-08-15 |
insert person Erin Olsen |
| 2021-08-15 |
insert person Ernie George |
| 2021-08-15 |
insert person Harrison Fant |
| 2021-08-15 |
insert person Jim Czirr |
| 2021-08-15 |
insert person John Lee |
| 2021-08-15 |
insert person Jordan Cowart |
| 2021-08-15 |
insert person Julianne Andrews |
| 2021-08-15 |
insert person Katie Iglay |
| 2021-08-15 |
insert person Kaya Law |
| 2021-08-15 |
insert person Krista Rich |
| 2021-08-15 |
insert person Lacy Hartzler |
| 2021-08-15 |
insert person Lily Robertson |
| 2021-08-15 |
insert person Mariana Battista |
| 2021-08-15 |
insert person Melissa Hedges |
| 2021-08-15 |
insert person Michelle Thompson |
| 2021-08-15 |
insert person Mike Hewel |
| 2021-08-15 |
insert person Mitchell Phillips |
| 2021-08-15 |
insert person Mitchell Windemuller |
| 2021-08-15 |
insert person Nicole Caron |
| 2021-08-15 |
insert person Randy Acsell |
| 2021-08-15 |
insert person Rick Henderson |
| 2021-08-15 |
insert person Samuel Bennett |
| 2021-08-15 |
insert person Shannon Temple |
| 2021-08-15 |
insert person Sophia Berglund |
| 2021-08-15 |
insert person Stephen Prinster |
| 2021-08-15 |
insert person Trace Alexander |
| 2021-08-15 |
insert person Tristan Pohren |
| 2021-08-15 |
insert person Veronica Rozales |
| 2021-08-15 |
insert person Vickie Willard |
| 2021-08-15 |
insert person Yvette Angora |
| 2021-08-15 |
insert person Zach Klopp |
| 2021-08-15 |
insert person Zachary Perret |
| 2021-08-15 |
insert phone 770.261.5380 |
| 2021-08-15 |
insert phone 800.810.1091 |
| 2021-08-15 |
update person_title Alex Kimura: Client Advisor and Branch Manager => Wealth Advisor, Director |
| 2021-08-15 |
update person_title Austin Tanner: Client Service Specialist => Associate Financial Planner |
| 2021-08-15 |
update person_title Mark Eshman: Client Advisor and Branch Manager => Wealth Advisor, Director |
| 2021-07-15 |
delete evp Al Zdenek |
| 2021-07-15 |
delete managingdirector Nicholas Semko |
| 2021-07-15 |
delete managingdirector Randy Magdaluyo |
| 2021-07-15 |
delete managingdirector William Perysian |
| 2021-07-15 |
delete otherexecutives Devin Farrow |
| 2021-07-15 |
delete otherexecutives Karen Lee |
| 2021-07-15 |
delete personal_emails aa..@merceradvisors.com |
| 2021-07-15 |
delete personal_emails ad..@merceradvisors.com |
| 2021-07-15 |
delete personal_emails al..@merceradvisors.com |
| 2021-07-15 |
delete personal_emails al..@merceradvisors.com |
| 2021-07-15 |
delete personal_emails al..@merceradvisors.com |
| 2021-07-15 |
delete personal_emails ch..@merceradvisors.com |
| 2021-07-15 |
delete svp Bill Berg |
| 2021-07-15 |
delete svp Harmon Laurin |
| 2021-07-15 |
delete svp James Everitt |
| 2021-07-15 |
delete svp Mark Eshman |
| 2021-07-15 |
delete svp Timothy Wylder |
| 2021-07-15 |
insert cmo Gary Foodim |
| 2021-07-15 |
insert managingdirector Brian Picariello |
| 2021-07-15 |
insert otherexecutives Corey Bird |
| 2021-07-15 |
delete address 2475 Enterprise Road
Clearwater, Florida 33763 |
| 2021-07-15 |
delete address 505 Main Street
Suite 214
Hackensack, New Jersey 07601 |
| 2021-07-15 |
delete address 9171 Towne Centre Drive
Suite 250
San Diego, California 92122 |
| 2021-07-15 |
delete email aa..@merceradvisors.com |
| 2021-07-15 |
delete email ad..@merceradvisors.com |
| 2021-07-15 |
delete email ad..@merceradvisors.com |
| 2021-07-15 |
delete email ad..@merceradvisors.com |
| 2021-07-15 |
delete email ad..@merceradvisors.com |
| 2021-07-15 |
delete email al..@merceradvisors.com |
| 2021-07-15 |
delete email al..@merceradvisors.com |
| 2021-07-15 |
delete email al..@merceradvisors.com |
| 2021-07-15 |
delete email ch..@merceradvisors.com |
| 2021-07-15 |
delete person Al Zdenek |
| 2021-07-15 |
delete person Alexander Baker |
| 2021-07-15 |
delete person David DeVita |
| 2021-07-15 |
delete person Ezequiel Aviles |
| 2021-07-15 |
delete person Jesse Jimerson |
| 2021-07-15 |
delete person Kevin Jimeno |
| 2021-07-15 |
delete person Lisa Hensley |
| 2021-07-15 |
delete person Michael Karon |
| 2021-07-15 |
delete person Paul Seigle |
| 2021-07-15 |
delete person Timothy Wylder |
| 2021-07-15 |
delete person Tristan Pohren |
| 2021-07-15 |
delete phone 201.447.9500 |
| 2021-07-15 |
insert address 9740 Appaloosa Road
Suite 150
San Diego, California 92131 |
| 2021-07-15 |
insert email aa..@merceradvisors.com |
| 2021-07-15 |
insert email ah..@merceradvisors.com |
| 2021-07-15 |
insert email al..@merceradvisors.com |
| 2021-07-15 |
insert email al..@merceradvisors.com |
| 2021-07-15 |
insert email am..@merceradvisors.com |
| 2021-07-15 |
insert email am..@merceradvisors.com |
| 2021-07-15 |
insert email as..@merceradvisors.com |
| 2021-07-15 |
insert email aw..@merceradvisors.com |
| 2021-07-15 |
insert email ch..@merceradvisors.com |
| 2021-07-15 |
insert person Alan Varnishung |
| 2021-07-15 |
insert person Andrew Shannon |
| 2021-07-15 |
insert person Angela Fernandez |
| 2021-07-15 |
insert person Anuska Kovalcheck |
| 2021-07-15 |
insert person Ben Lim |
| 2021-07-15 |
insert person Charles Crowley IV |
| 2021-07-15 |
insert person Christine Cataldo |
| 2021-07-15 |
insert person Denisse Mendez |
| 2021-07-15 |
insert person Gary Foodim |
| 2021-07-15 |
insert person Joe Pellizzari |
| 2021-07-15 |
insert person Julie Manning |
| 2021-07-15 |
insert person Lissy Schaefer |
| 2021-07-15 |
insert person Madison Taneja |
| 2021-07-15 |
insert person Madison Underwood |
| 2021-07-15 |
insert person Wendy Murphy |
| 2021-07-15 |
insert person Zeke Aviles |
| 2021-07-15 |
update person_title Adam Stanowick: Associate Financial Planner => Financial Planning Analyst |
| 2021-07-15 |
update person_title Alan McKnight: Client Advisor; DBA, CFP® => Wealth Advisor; DBA, CFP® |
| 2021-07-15 |
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 |
| 2021-07-15 |
update person_title Andrew Barnes: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Andrew Medders: Client Advisor => Senior Client Advisor & Sales |
| 2021-07-15 |
update person_title Bennet Thonakkara: Client Advisor and Branch Manager => Wealth Advisor, Director |
| 2021-07-15 |
update person_title Bill Berg: Senior Vice President; Senior Portfolio Manager => Wealth Advisor |
| 2021-07-15 |
update person_title Brian Picariello: Client Advisor and Regional Director => Managing Director |
| 2021-07-15 |
update person_title Bryan Strike: Client Advisor => Senior Client Advisor & Financial Planning Manager |
| 2021-07-15 |
update person_title Christina Hung: Member of the Your Beverly Hills Team; Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Christopher J. Rogers: Investment Analyst; Portfolio Manager => Client Service Specialist; Senior Vice President, Client Portfolio Manager |
| 2021-07-15 |
update person_title Claire Layman: Client Associate => Client Service Specialist |
| 2021-07-15 |
update person_title Corey Bird: Client Advisor => Regional Vice President |
| 2021-07-15 |
update person_title Craig Marrs: Senior Client Advisor; Member of the Your Ames Team => Wealth Advisor; Member of the Your Ames Team |
| 2021-07-15 |
update person_title David Carmichael: Client Advisor and Co - Branch Manager => Wealth Advisor, Director |
| 2021-07-15 |
update person_title David E. Gardner: Vice President and Senior Client Advisor => Wealth Advisor, Director |
| 2021-07-15 |
update person_title David H. Levy: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Devin Farrow: Regional Vice President => Vice President, M & a |
| 2021-07-15 |
update person_title Elizabeth Dahlberg: Client Associate => Client Service Specialist |
| 2021-07-15 |
update person_title Erica J. Clark: Senior Client Associate => Client Service Specialist |
| 2021-07-15 |
update person_title Erik W. Thurnher: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Harmon Laurin: Senior Vice President => Wealth Advisor, Director |
| 2021-07-15 |
update person_title Jack Gilligan: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title James Everitt: Senior Vice President => Wealth Advisor, Director |
| 2021-07-15 |
update person_title James S. Ryan: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title James Shanton: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Jaron Carmichael: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Jason O'Meara: Financial Planner => Associate Wealth Advisor |
| 2021-07-15 |
update person_title Jeffrey Lokken: Client Advisor & Branch Manager => Wealth Advisor |
| 2021-07-15 |
update person_title Jill Jeter: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Josiah Taylor: Client Associate => Client Service Specialist |
| 2021-07-15 |
update person_title Judy McNary: Senior Client Advisor and Special Projects => Director of Corporate Responsibility |
| 2021-07-15 |
update person_title Karen Lee: Chief Marketing and Strategy Officer => Chief Business Solutions Officer |
| 2021-07-15 |
update person_title Kevin D. Lehinger: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Kristin Greenleaf: Operations Manager => Manager of Operations |
| 2021-07-15 |
update person_title Lonnie Dorn: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Mari Adam: Client Advisor and Branch Manager => Wealth Advisor |
| 2021-07-15 |
update person_title Mark Eshman: Senior Vice President => Client Advisor and Branch Manager |
| 2021-07-15 |
update person_title Mark J. Smith: Client Advisor and Branch Manager => Wealth Advisor, Director |
| 2021-07-15 |
update person_title Martha Kilfoy: Receptionist => Client Service Coordinator |
| 2021-07-15 |
update person_title Martine Lellis: Chief Talent and Business Solutions Officer => Chief Talent and Administrative Officer |
| 2021-07-15 |
update person_title Melanie J. Keiser: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Nathan Brammer: Client Advisor; Member of the Your Ames Team => Wealth Advisor |
| 2021-07-15 |
update person_title Nicholas Semko: Managing Director => Managing Director, M & a |
| 2021-07-15 |
update person_title Patrick T. Moore: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Randy Magdaluyo: Managing Director => Vice President, M & a Program Management |
| 2021-07-15 |
update person_title Rich Davtyan: Member of the Your Beverly Hills Team; Client Advisor => Associate Wealth Advisor |
| 2021-07-15 |
update person_title Robert Lau: Client Advisor and Branch Manager => Wealth Advisor |
| 2021-07-15 |
update person_title Rudolph Brandes: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Steve Roberts: Client Advisor and Branch Manager => Wealth Advisor, Director |
| 2021-07-15 |
update person_title Steven J. Deceuninck: Client Advisor => Wealth Advisor |
| 2021-07-15 |
update person_title Steven Schwartz: Client Advisor and Principal Emeritus => Wealth Advisor |
| 2021-07-15 |
update person_title Tim Rowland: Client Advisor and Co - Branch Manager => Wealth Advisor, Director |
| 2021-07-15 |
update person_title Tracy O. Jackson: Client Advisor and Branch Manager => Wealth Advisor, Director |
| 2021-07-15 |
update person_title William Perysian: Managing Director => Consultant, M & a |
| 2021-06-12 |
insert managingdirector Susan Travis |
| 2021-06-12 |
insert otherexecutives Andrew Paine |
| 2021-06-12 |
insert otherexecutives Todd E. Hagen |
| 2021-06-12 |
delete address 90 New Montgomery Street
Suite 1250
San Francisco, California 94105 |
| 2021-06-12 |
delete contact_pages_linkeddomain financial-planning.com |
| 2021-06-12 |
delete contact_pages_linkeddomain fundintelligence.global |
| 2021-06-12 |
delete person Brittany Starnes |
| 2021-06-12 |
delete person Carrie Faulkner |
| 2021-06-12 |
delete person Kimberly Crawford |
| 2021-06-12 |
delete person Kyle Ray |
| 2021-06-12 |
delete person Louis Tzamalas |
| 2021-06-12 |
insert address 101 Federal Street
Suite 1900
Boston, Massachusetts 02110 |
| 2021-06-12 |
insert address 201 W North River Drive
Suite 380
Spokane, Washington 99201 |
| 2021-06-12 |
insert address 313 Fifth Street
Suite 101
Ames, Iowa 50010 |
| 2021-06-12 |
insert address 4208 Six Forks Road
Suite 1000
Raleigh, North Carolina 27609 |
| 2021-06-12 |
insert address 4800 Juan Tabo Blvd NE
Suite D
Albuquerque, New Mexico 87111 |
| 2021-06-12 |
insert address 5251 W 116th Pl
Suite 200
Leawood, Kansas 66211 |
| 2021-06-12 |
insert address 6201 Fairview Road
Suite 200
Charlotte, North Carolina 28210 |
| 2021-06-12 |
insert address 6720 North Scottsdale Road
Suite 212
Scottsdale, Arizona 85253-4426 |
| 2021-06-12 |
insert address 701 E Front Ave
Suite 101
Coeur d'Alene, Idaho 83814 |
| 2021-06-12 |
insert address 725 Cool Springs
Suite 600
Franklin, Tennessee 37067 |
| 2021-06-12 |
insert address 970 Lake Carillon Drive Feather Sound
Suite 300
St. Petersburg, Florida 33716 |
| 2021-06-12 |
insert contact_pages_linkeddomain citywireusa.com |
| 2021-06-12 |
insert index_pages_linkeddomain fundintelligence.global |
| 2021-06-12 |
insert person Alexander O'Reilly |
| 2021-06-12 |
insert person Andra Reason |
| 2021-06-12 |
insert person Andrew Paine |
| 2021-06-12 |
insert person Brian Norris |
| 2021-06-12 |
insert person Craig Marrs |
| 2021-06-12 |
insert person Craig W. Hart |
| 2021-06-12 |
insert person Duncan MacDougall |
| 2021-06-12 |
insert person Erica J. Clark |
| 2021-06-12 |
insert person Ezequiel Aviles |
| 2021-06-12 |
insert person Jacqueline D. Adler |
| 2021-06-12 |
insert person James Taylor |
| 2021-06-12 |
insert person Jesse Jimerson |
| 2021-06-12 |
insert person Kate Schelonka |
| 2021-06-12 |
insert person Kevin D. Lehinger |
| 2021-06-12 |
insert person Melanie J. Keiser |
| 2021-06-12 |
insert person Nathan Brammer |
| 2021-06-12 |
insert person Stacie Hostetler |
| 2021-06-12 |
insert person Tarek McAlee |
| 2021-06-12 |
insert person Todd E. Hagen |
| 2021-06-12 |
insert person Zachery Wingate |
| 2021-06-12 |
insert phone 208.714.0812 |
| 2021-06-12 |
insert phone 402.237.1323 |
| 2021-06-12 |
insert phone 425.709.2313 |
| 2021-06-12 |
insert phone 480.421.2660 |
| 2021-06-12 |
insert phone 509.444.7007 |
| 2021-06-12 |
insert phone 515.233.0307 |
| 2021-06-12 |
insert phone 571.643.3331 |
| 2021-06-12 |
insert phone 857.378.1140 |
| 2021-06-12 |
update person_description Adam Lee => Adam Lee |
| 2021-06-12 |
update person_title Adam Lee: Client Advisor => Wealth Advisor |
| 2021-06-12 |
update person_title Adam Stanowick: Associate Planner => Associate Financial Planner |
| 2021-06-12 |
update person_title Adis Mehic: Client Advisor => Wealth Advisor |
| 2021-06-12 |
update person_title Alan McKnight: Senior Client Advisor => Client Advisor; DBA, CFP® |
| 2021-06-12 |
update person_title Andrew Crim: Associate Planner => Associate Financial Planner |
| 2021-06-12 |
update person_title Andrew Medders: Senior Client Advisor & Sales => Client Advisor |
| 2021-06-12 |
update person_title Austin Tanner: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Bobby Arenivas: Associate; Advisor => Associate Wealth Advisor |
| 2021-06-12 |
update person_title Bryan Strike: Senior Client Advisor & Financial Planning Manager => Client Advisor |
| 2021-06-12 |
update person_title Caitlin Smith: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Candace Abrams: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Christopher S. Murphy: Associate Planner => Associate Financial Planner |
| 2021-06-12 |
update person_title Colby Ripsam: Associate Planner => Associate Financial Planner |
| 2021-06-12 |
update person_title Dane Sauer: Client Advisor => Wealth Advisor |
| 2021-06-12 |
update person_title Daniel Lime: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title David Barton: Vice Chairman, M & a Leader => M & a Leader |
| 2021-06-12 |
update person_title David Ventura: Associate Planner => Associate Financial Planner |
| 2021-06-12 |
update person_title Dean R. Murray: Client Advisor => Wealth Advisor |
| 2021-06-12 |
update person_title Denise Rhodey: Lead Client Associate => Lead Client Service Specialist |
| 2021-06-12 |
update person_title Elisha Sanchez: Lead Client Associate => Lead Client Service Specialist |
| 2021-06-12 |
update person_title Emi Umezawa: Client Advisor => Wealth Advisor |
| 2021-06-12 |
update person_title Eric Anderson: Client Advisor and Branch Manager => Wealth Advisor |
| 2021-06-12 |
update person_title Fanny Guo: Client Advisor => Wealth Advisor |
| 2021-06-12 |
update person_title Frances Smith: Client Advisor => Wealth Advisor |
| 2021-06-12 |
update person_title Frank Piccolo: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Gabrielle Mollick: Client Solutions Representative => Financial Planner |
| 2021-06-12 |
update person_title Heather Aragona: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Jack Bruno: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Jacob Gee: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title James Telfer: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Jasmine Honda: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Jenna Elliott: Managing Attorney, Estate Planning => Director of Estate Planning, Managing Attorney |
| 2021-06-12 |
update person_title Jeremiah H. Barlow: Executive Vice President, Head of Family Wealth Services => Head of Family Wealth Services |
| 2021-06-12 |
update person_title Jeremy Moniz: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Joanna Hsu: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Jody Wyatt: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Josh Gustafson: Head of Client Service => Head of Wealth Management |
| 2021-06-12 |
update person_title Justin Shane: Financial Planner => Associate Wealth Advisor |
| 2021-06-12 |
update person_title Kara Duckworth: Client Advisor and Managing Director of Client Experience => Managing Director of Client Experience |
| 2021-06-12 |
update person_title Kevin Jimeno: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Korina Kaio-Maddox: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Kristin Greenleaf: Manager of Operations => Operations Manager |
| 2021-06-12 |
update person_title Lesley Gran: Administrative Assistant => Client Service Coordinator |
| 2021-06-12 |
update person_title Lindsay West: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Lisa Corboy: Senior Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Maeve Schmid: Associate Planner => Financial Planner |
| 2021-06-12 |
update person_title Marie Levinsky: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Mark Falamoun: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Mary Hamshou: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Marzena Hanek: Lead Client Associate => Lead Client Service Specialist |
| 2021-06-12 |
update person_title Matthew R. Bohrer: Client Advisor and Regional Director => Wealth Advisor, Director |
| 2021-06-12 |
update person_title Matthew Truckner: Tax Advisor => Senior Tax Advisor |
| 2021-06-12 |
update person_title Meagan Blazier: Client Associate => Client Service Specialist; Member of the Your Ann Arbor Team |
| 2021-06-12 |
update person_title Melanie Guhit: Associate; Advisor => Wealth Advisor |
| 2021-06-12 |
update person_title Monica Delsanto: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Nancy Coumou: Client Advisor => Wealth Advisor |
| 2021-06-12 |
update person_title Nancy R. Hudak: Lead Client Associate => Lead Client Service Specialist |
| 2021-06-12 |
update person_title Navisha Sawh: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Phillip Miodowski: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Remington Hasty: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Renée Pichette: Financial Planner => Associate Wealth Advisor |
| 2021-06-12 |
update person_title Richard Brad Mundy: Client Advisor => Wealth Advisor |
| 2021-06-12 |
update person_title Ross Hasek: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Roxanne Konieczka: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Sarai Covell: Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Stefani Kohler: Associate Planner => Associate Financial Planner |
| 2021-06-12 |
update person_title Stephanie Anderson: Client Advisor => Wealth Advisor |
| 2021-06-12 |
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 |
| 2021-06-12 |
update person_title Sydney Kirkes: Senior Client Associate => Client Service Specialist |
| 2021-06-12 |
update person_title Tim Rowland: Client Advisor & Branch Manager => Client Advisor and Co - Branch Manager |
| 2021-06-12 |
update person_title W. Thomas McNary: Client Advisor => Wealth Advisor |
| 2021-04-18 |
delete otherexecutives Chris Graf |
| 2021-04-18 |
insert managingdirector Scott Kays |
| 2021-04-18 |
insert otherexecutives Eric Zehnder |
| 2021-04-18 |
insert otherexecutives Veronica Rubio |
| 2021-04-18 |
delete address 15233 Ventura Boulevard
Suite 1140
Sherman Oaks, California 91403 |
| 2021-04-18 |
delete address 4801 Emerson Avenue
Suite 106
Palatine, Illinois 60067 |
| 2021-04-18 |
delete index_pages_linkeddomain netdna-ssl.com |
| 2021-04-18 |
delete person Chris Graf |
| 2021-04-18 |
delete person Gregory Dennie |
| 2021-04-18 |
delete person Jerilyn Alport |
| 2021-04-18 |
delete person Kenneth Ajello |
| 2021-04-18 |
delete person Kenneth J. Landgraf |
| 2021-04-18 |
delete person Merry Rosadi |
| 2021-04-18 |
delete person Neil Paolella |
| 2021-04-18 |
delete person Nicole Gobel |
| 2021-04-18 |
delete person Rodney James |
| 2021-04-18 |
delete person Scott Gesling |
| 2021-04-18 |
delete phone 847.303.1220 |
| 2021-04-18 |
delete phone 888.642.1000 |
| 2021-04-18 |
insert address 3748 Winterfield Road
Midlothian, Virginia 23113 |
| 2021-04-18 |
insert address Suite 1150
Atlanta, Georgia 30339 |
| 2021-04-18 |
insert index_pages_linkeddomain marketwatch.com |
| 2021-04-18 |
insert person Adam Lee |
| 2021-04-18 |
insert person Alan McKnight |
| 2021-04-18 |
insert person Andrew Medders |
| 2021-04-18 |
insert person Angela Tucker |
| 2021-04-18 |
insert person Brianna Becker |
| 2021-04-18 |
insert person Brittany Starnes |
| 2021-04-18 |
insert person Bryan Strike |
| 2021-04-18 |
insert person CJ Smith |
| 2021-04-18 |
insert person Charlene Jones |
| 2021-04-18 |
insert person Claire Layman |
| 2021-04-18 |
insert person Colton Petty |
| 2021-04-18 |
insert person Corey Bird |
| 2021-04-18 |
insert person Dana Albizri |
| 2021-04-18 |
insert person David Carmichael |
| 2021-04-18 |
insert person Elizabeth Dahlberg |
| 2021-04-18 |
insert person Eric Zehnder |
| 2021-04-18 |
insert person G. Carl Mahler |
| 2021-04-18 |
insert person George Herr |
| 2021-04-18 |
insert person Grant Wilson |
| 2021-04-18 |
insert person Jaron Carmichael |
| 2021-04-18 |
insert person Jennifer Gray |
| 2021-04-18 |
insert person Jill Jeter |
| 2021-04-18 |
insert person Jody Wyatt |
| 2021-04-18 |
insert person John McAuliffe |
| 2021-04-18 |
insert person Josiah Taylor |
| 2021-04-18 |
insert person Kira Baffi |
| 2021-04-18 |
insert person Kristin Greenleaf |
| 2021-04-18 |
insert person Kristina Gillis-Phelps |
| 2021-04-18 |
insert person Lindsay Black |
| 2021-04-18 |
insert person Lindsay West |
| 2021-04-18 |
insert person Melissa Dresnok |
| 2021-04-18 |
insert person Monica Wray |
| 2021-04-18 |
insert person Remington Hasty |
| 2021-04-18 |
insert person Richard Brad Mundy |
| 2021-04-18 |
insert person Scott Kays |
| 2021-04-18 |
insert person Serena Colvin |
| 2021-04-18 |
insert person Sheree Leonatti |
| 2021-04-18 |
insert person Tim Rowland |
| 2021-04-18 |
insert person Tristan Pohren |
| 2021-04-18 |
insert person Veronica Rubio |
| 2021-04-18 |
insert phone 804.378.1624 |
| 2021-04-18 |
update person_title Aaron Langston: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Adela Africano: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Alec Montoya: Associate; Advisor => Associate Wealth Advisor |
| 2021-04-18 |
update person_title Alexander Baker: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Alexander Doyle: Associate; Advisor => Associate Wealth Advisor |
| 2021-04-18 |
update person_title Alexis Scott: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Alice McDermott: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Amanda Caster: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Amanda O'Sullivan: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Amber Adams: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Amy Ruffing: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Angel Colon: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Ann de Zeeuw: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Barry Cohen: Associate; Advisor => Associate Wealth Advisor |
| 2021-04-18 |
update person_title Becky Leslie: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Ben Gyulambaryan: Associate; Advisor => Associate Wealth Advisor |
| 2021-04-18 |
update person_title Bernadette Mitchell: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Brandon Capicotto: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Brandon Wissinger: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Brenda Garcia: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Brett Landstrom: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Brian Sullivan: Client Advisor and Branch Manager => Wealth Advisor and Director |
| 2021-04-18 |
update person_title Brittany Benvenuto: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Brittany Rice: Associate; Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Brooks Allen: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Bryan Bielawski: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Carin Roman: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Carl Larimore: Client Advisor and Branch Manager => Wealth Advisor and Director |
| 2021-04-18 |
update person_title Carlos Hernandez: Financial Planner => Associate Wealth Advisor |
| 2021-04-18 |
update person_title Carrie Faulkner: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Cary Shaw: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Catherine Franklin: Senior Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Charlene Maruska: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Christopher Currin: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Chuck Breuch: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Claire Hahn: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Daniel M. McDermott: Client Advisor and Branch Manager => Wealth Advisor |
| 2021-04-18 |
update person_title Danielle Frazier: Senior Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title David Askew: Client Advisor and Branch Manager => Wealth Advisor and Director |
| 2021-04-18 |
update person_title David DeVita: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title David Haman: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title David Kerber: Client Advisor and Branch Manager => Wealth Advisor and Director |
| 2021-04-18 |
update person_title David S. Currier: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Drew Harper: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Drew Kanaly: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Emelyne Seh: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Emily Messegee: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Eunice Kim: Associate; Advisor => Associate Wealth Advisor |
| 2021-04-18 |
update person_title Federico Avendano: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Frances Smith: Associate; Advisor => Client Advisor |
| 2021-04-18 |
update person_title Gabrielle Joiner: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Gary Williams: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Geoffrey Franklin: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Grace Bossert: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Grace Chyun: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Heather Jenkins Capps: Associate; Advisor => Associate Wealth Advisor |
| 2021-04-18 |
update person_title Jacob Jaegle: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title James Todd: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Jamie Block: Client Advisor and Branch Manager => Wealth Advisor and Director |
| 2021-04-18 |
update person_title Jamie Stone: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Javier Solis: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Jeff Kacal: Member of the Your Austin Team; Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Jesse Haverstock: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Jesse Mignone: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Jessica Caruso: Client Advisor and Regional Director => Wealth Advisor and Sr. Director |
| 2021-04-18 |
update person_title JoAnn Ferradino: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Joel Lange: Member of the Your Austin Team; Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title John Carney: Client Advisor; Member of the Your Ann Arbor Team => Wealth Advisor |
| 2021-04-18 |
update person_title Jojo Cresci: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Jonathan Mitchell: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Joseph Mah: Client Advisor and Branch Manager => Wealth Advisor |
| 2021-04-18 |
update person_title Joseph Young: Client Advisor and Branch Manager => Wealth Advisor and Director |
| 2021-04-18 |
update person_title Justin Do: Associate Planner => Associate Financial Planner |
| 2021-04-18 |
update person_title Karla Castillo: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Karrie Spencer: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Kathy Perry: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Kelly Palmer: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Kelly Woodward: Client Service Manager => Client Service Specialist |
| 2021-04-18 |
update person_title Kevin Russell: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Kseniya Ribeiro: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Laura Cuber: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Laura Madariaga: Lead Client Associate => Lead Client Service Specialist |
| 2021-04-18 |
update person_title Laura Rowley: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Lawrence Solomon: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Li Huang: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Linda S. Ames Lyons: Associate; Advisor => Associate Wealth Advisor |
| 2021-04-18 |
update person_title Lisa Hensley: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Lori Bodenhamer: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Louis Tzamalas: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Madeline I. Noveck: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Mary Jean Short: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Matthew W. Sheets: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Maunsel Hickey: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Melissa Pinkerton: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Merideth Gillis: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Michael Snider: Associate; Advisor; Member of the Your Ann Arbor Team => Associate Wealth Advisor |
| 2021-04-18 |
update person_title Michael W. Johns: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Michelle Elia: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Naeshia Mota: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Nicholas Campbell: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Nicole Mosley: Associate Planner => Associate Financial Planner |
| 2021-04-18 |
update person_title Pamela Brown: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Pamela Greene: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Paola Ramos: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Peter Ip: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Phillip Swenson: Associate; Advisor => Associate Wealth Advisor |
| 2021-04-18 |
update person_title Rafael Arellano: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Ramsey Zreik: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Renée Egelski: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Rick Baran: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Roain Saunders: Associate Planner => Associate Financial Planner |
| 2021-04-18 |
update person_title Ron Kibbe: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Sandra Mitchell: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Scott Weigel: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Stefen Donohue: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Steven Crevar: Associate; Advisor => Associate Wealth Advisor |
| 2021-04-18 |
update person_title Susan A. Crawford Pilon: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Susan Evans: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Susan Portnoi: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Thomas Keeney: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Tiffany Stokes: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Tom Herzing: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Tracey Turko: Client Advisor and Regional Director; Member of the Your Ann Arbor Team => Wealth Advisor and Sr. Director |
| 2021-04-18 |
update person_title Tyler Smith: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title William Flanders: Client Associate => Client Service Specialist |
| 2021-04-18 |
update person_title Yisen Cai: Client Advisor => Wealth Advisor |
| 2021-04-18 |
update person_title Yvonne Wood: Client Advisor => Wealth Advisor |
| 2021-02-25 |
delete otherexecutives Aaron Langston |
| 2021-02-25 |
delete person Kenneth Chavis IV |
| 2021-02-25 |
delete person Kristen Kestel |
| 2021-02-25 |
delete person Marie Chao |
| 2021-02-25 |
delete person Vijay C. Patel |
| 2021-02-25 |
delete person William Nelson |
| 2021-02-25 |
insert person Andrew Thompson |
| 2021-02-25 |
insert person Grace Bossert |
| 2021-02-25 |
insert person Joshua Fremit |
| 2021-02-25 |
insert person Kimberly Crawford |
| 2021-02-25 |
insert person Kimberly Lorenz |
| 2021-02-25 |
update person_title Aaron Langston: Regional Vice President => Client Advisor |
| 2021-02-25 |
update person_title Chanelle Van Pelt: Associate Planner => Financial Planner |
| 2021-02-25 |
update person_title Jennifer Baick: Client Advisor => Director of Financial Planning |
| 2021-02-25 |
update person_title Laura Madariaga: Senior Client Associate => Lead Client Associate |
| 2021-02-25 |
update person_title Tyler Schaefer: Client Associate => Regional Sales Associate |
| 2021-01-24 |
delete evp Doug Fabian |
| 2021-01-24 |
delete managingdirector Vince R. Gimarelli |
| 2021-01-24 |
delete otherexecutives Barry Hyman |
| 2021-01-24 |
delete otherexecutives Bryan Powers |
| 2021-01-24 |
delete otherexecutives Doug Suhr |
| 2021-01-24 |
delete otherexecutives Gregory V. Taylor |
| 2021-01-24 |
insert managingdirector Josh DeForest |
| 2021-01-24 |
insert managingdirector Kevin Jack |
| 2021-01-24 |
insert managingdirector Matt Cook |
| 2021-01-24 |
insert otherexecutives Andrew Beck |
| 2021-01-24 |
insert otherexecutives Brian Abatemarco |
| 2021-01-24 |
insert otherexecutives Edward Dunphy |
| 2021-01-24 |
insert otherexecutives Kristen Comeau |
| 2021-01-24 |
insert svp Bryan Powers |
| 2021-01-24 |
insert svp Doug Fabian |
| 2021-01-24 |
insert svp James Everitt |
| 2021-01-24 |
insert svp Mark Eshman |
| 2021-01-24 |
delete address 103 Carnegie Center
Suite 205
Princeton, New Jersey 08540 |
| 2021-01-24 |
delete address 1429 King Avenue
Suite 100
Columbus, Ohio 43212 |
| 2021-01-24 |
delete address 4 Parklane Boulevard
Suite 320
Dearborn, Michigan 48126 |
| 2021-01-24 |
delete address Heron Tower
70 East 55th Street, 12th Floor
New York, New York 10022 |
| 2021-01-24 |
delete person Alexandra Chambers |
| 2021-01-24 |
delete person Alise Kraus |
| 2021-01-24 |
delete person Barry Hyman |
| 2021-01-24 |
delete person Colin A. Bell |
| 2021-01-24 |
delete person Doug Suhr |
| 2021-01-24 |
delete person Elizabeth B. deSousa |
| 2021-01-24 |
delete person Gregory V. Taylor |
| 2021-01-24 |
delete person Heron Tower |
| 2021-01-24 |
delete person John Abrahamson |
| 2021-01-24 |
delete person Kevin Monson |
| 2021-01-24 |
delete person Kiley M. Kastl |
| 2021-01-24 |
delete person Norinda Ray |
| 2021-01-24 |
delete person Sarah Howard |
| 2021-01-24 |
delete person Trey Anderson |
| 2021-01-24 |
delete person Vince R. Gimarelli |
| 2021-01-24 |
delete phone 212.661.8682 |
| 2021-01-24 |
delete phone 248.244.8900 |
| 2021-01-24 |
delete phone 609.779.6700 |
| 2021-01-24 |
delete phone 614.486.0691 |
| 2021-01-24 |
delete phone 800.258.1559 |
| 2021-01-24 |
delete service_pages_linkeddomain wpengine.com |
| 2021-01-24 |
insert address 100 Tyler Square
Suite 6
Covington, Louisiana 70433 |
| 2021-01-24 |
insert address 131 4th Street East
Suite 320, PO Box 607
Ketchum, Idaho 83340 |
| 2021-01-24 |
insert address 151 Kalmus Drive,
Suite H-7
Costa Mesa, California 92626 |
| 2021-01-24 |
insert address 235 Montgomery Street
Suite 1020
San Francisco, California 94104 |
| 2021-01-24 |
insert address 250 North Westlake Boulevard
Suite 250
Westlake Village, California 91362 |
| 2021-01-24 |
insert address 2500 North Military Trail,
Suite 306
Boca Raton, Florida 33431 |
| 2021-01-24 |
insert address 4800 Juan Tabo Boulevard Northeast
Suite D
Albuquerque, New Mexico 87111 |
| 2021-01-24 |
insert address 5613 DTC Parkway
Suite 650
Greenwood Village, Colorado 80111 |
| 2021-01-24 |
insert address 610 Main Street
Suite 15
Frisco, Colorado 80443 |
| 2021-01-24 |
insert address 6310 South San Vicente Boulevard
Suite 404
Los Angeles, California 90048 |
| 2021-01-24 |
insert address PO Box 2869
Silverthorne, Colorado 80498 |
| 2021-01-24 |
insert person Albert Barsanti |
| 2021-01-24 |
insert person Alex Kimura |
| 2021-01-24 |
insert person Amber Adams |
| 2021-01-24 |
insert person Amber Perez |
| 2021-01-24 |
insert person Amy Ruffing |
| 2021-01-24 |
insert person Andrew Barnes |
| 2021-01-24 |
insert person Austin Tanner |
| 2021-01-24 |
insert person Bradley Anderson |
| 2021-01-24 |
insert person Brenda Garcia |
| 2021-01-24 |
insert person Brittany Benvenuto |
| 2021-01-24 |
insert person Brittany Doyle |
| 2021-01-24 |
insert person Brittany Rice |
| 2021-01-24 |
insert person Carrie Faulkner |
| 2021-01-24 |
insert person Chelsea Manocchi |
| 2021-01-24 |
insert person Christina Hung |
| 2021-01-24 |
insert person Christopher J. Rogers |
| 2021-01-24 |
insert person Danielle Read |
| 2021-01-24 |
insert person David S. Currier |
| 2021-01-24 |
insert person Donna Skeels Cygan |
| 2021-01-24 |
insert person Drew Harper |
| 2021-01-24 |
insert person Edward Dunphy |
| 2021-01-24 |
insert person Emily Messegee |
| 2021-01-24 |
insert person Eunice Kim |
| 2021-01-24 |
insert person Federico Avendano |
| 2021-01-24 |
insert person Gregory Dennie |
| 2021-01-24 |
insert person Jack Gilligan |
| 2021-01-24 |
insert person Jacob Jaegle |
| 2021-01-24 |
insert person James Everitt |
| 2021-01-24 |
insert person James Shanton |
| 2021-01-24 |
insert person Jasmine Honda |
| 2021-01-24 |
insert person Jasna Veledar |
| 2021-01-24 |
insert person Joanna Hsu |
| 2021-01-24 |
insert person Karrie Spencer |
| 2021-01-24 |
insert person Kathy Perry |
| 2021-01-24 |
insert person Kelly Woodward |
| 2021-01-24 |
insert person Kyle Ray |
| 2021-01-24 |
insert person Lesley Gran |
| 2021-01-24 |
insert person Lonnie Dorn |
| 2021-01-24 |
insert person Lori Bodenhamer |
| 2021-01-24 |
insert person Luc Ceci |
| 2021-01-24 |
insert person Mari Adam |
| 2021-01-24 |
insert person Mark Eshman |
| 2021-01-24 |
insert person Mark J. Smith |
| 2021-01-24 |
insert person Martha Kilfoy |
| 2021-01-24 |
insert person Maunsel Hickey |
| 2021-01-24 |
insert person Michael Karon |
| 2021-01-24 |
insert person Pamela Brown |
| 2021-01-24 |
insert person Paul Seigle |
| 2021-01-24 |
insert person Rich Davtyan |
| 2021-01-24 |
insert person Richard W. Weyers |
| 2021-01-24 |
insert person Robert Lau |
| 2021-01-24 |
insert person Robert Reed |
| 2021-01-24 |
insert person Roxanne Konieczka |
| 2021-01-24 |
insert person Rudolph Brandes |
| 2021-01-24 |
insert person Scott Gesling |
| 2021-01-24 |
insert person Scott Weigel |
| 2021-01-24 |
insert person Terry Bobo |
| 2021-01-24 |
insert person Tessa Bonifacio |
| 2021-01-24 |
insert person Tim Forest |
| 2021-01-24 |
insert person Tracy O. Jackson |
| 2021-01-24 |
insert person Tyler Schaefer |
| 2021-01-24 |
insert phone 303.768.0007 |
| 2021-01-24 |
insert phone 415.501.9192 |
| 2021-01-24 |
insert phone 424.212.4949 |
| 2021-01-24 |
insert phone 505.298.4040 |
| 2021-01-24 |
insert phone 561.417.0001 |
| 2021-01-24 |
insert phone 714.434.6900 |
| 2021-01-24 |
insert phone 805.495.8166 |
| 2021-01-24 |
insert phone 877.642.5224 |
| 2021-01-24 |
insert phone 877.726.8858 |
| 2021-01-24 |
insert phone 970.468.8800 |
| 2021-01-24 |
insert phone 985.898.0450 |
| 2021-01-24 |
update person_title Adam Stanowick: Client Associate => Associate Planner |
| 2021-01-24 |
update person_title Alec Montoya: Member of the Your Chicago Team; Financial Planner => Associate; Advisor |
| 2021-01-24 |
update person_title Alexander Doyle: Financial Planner => Associate; Advisor |
| 2021-01-24 |
update person_title Andrew Beck: Regional Sales Associate => Associate; Regional Vice President |
| 2021-01-24 |
update person_title Ben Gyulambaryan: Financial Planner; Member of the Your Hackensack Team => Associate; Advisor |
| 2021-01-24 |
update person_title Brian Abatemarco: Regional Sales Associate => Associate; Regional Vice President |
| 2021-01-24 |
update person_title Bryan Powers: Regional Vice President => Senior Vice President |
| 2021-01-24 |
update person_title Carin Roman: Financial Planner => Client Advisor |
| 2021-01-24 |
update person_title Catherine Franklin: Client Associate; Member of the Your Houston Team => Senior Client Associate |
| 2021-01-24 |
update person_title Colby Ripsam: Client Associate; Member of the Your Boulder Team => Associate Planner |
| 2021-01-24 |
update person_title Dane Sauer: Associate; Member of the Your Austin Team; Advisor => Member of the Your Austin Team; Client Advisor |
| 2021-01-24 |
update person_title Danielle Frazier: Client Associate; Member of the Your Houston Team => Senior Client Associate |
| 2021-01-24 |
update person_title Denise Rhodey: Senior Client Associate => Lead Client Associate |
| 2021-01-24 |
update person_title Doug Fabian: Executive Vice President; Member of the Your Los Angeles Team => Senior Vice President |
| 2021-01-24 |
update person_title Elisha Sanchez: Senior Client Associate => Lead Client Associate |
| 2021-01-24 |
update person_title Fred Xuereb: Senior Client Associate => Regional Sales Associate |
| 2021-01-24 |
update person_title Jessica Caruso: Client Advisor and Branch Manager => Client Advisor and Regional Director |
| 2021-01-24 |
update person_title Josh DeForest: Client Advisor and Regional Director => Managing Director |
| 2021-01-24 |
update person_title Kevin Jack: Client Advisor and Regional Director; Member of the Your Los Angeles Team => Managing Director |
| 2021-01-24 |
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 |
| 2021-01-24 |
update person_title Laura Madariaga: Client Associate => Senior Client Associate |
| 2021-01-24 |
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 |
| 2021-01-24 |
update person_title Lisa J. Miller: Manager of Operations - First Ohio => Manager of Operations |
| 2021-01-24 |
update person_title Marzena Hanek: Senior Client Associate; Member of the Your Chicago Team; Member of the Your La Crosse Team => Lead Client Associate |
| 2021-01-24 |
update person_title Matt Cook: Client Advisor and Regional Director => Managing Director |
| 2021-01-24 |
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 |
| 2021-01-24 |
update person_title Nancy R. Hudak: Senior Client Associate => Lead Client Associate |
| 2021-01-24 |
update person_title Nicholas Ladaga: Client Associate => Regional Sales Associate |
| 2021-01-24 |
update person_title Nicole Mosley: Client Associate => Associate Planner |
| 2021-01-24 |
update person_title Renée Pichette: Associate Planner; Member of the Your Boulder Team => Financial Planner |
| 2021-01-24 |
update person_title Sarah Oliver: Member of the Your Denver Team; Legal Assistant => Tax Advisor |
| 2021-01-24 |
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 |
| 2021-01-24 |
update person_title Tanya Thomasson: Senior Client Associate => Regional Operations Manager and Financial Planner |
| 2020-09-23 |
delete source_ip 47.180.11.114 |
| 2020-09-23 |
insert source_ip 35.227.48.123 |
| 2020-05-15 |
delete alias AL Hewitt, Inc. |
| 2020-05-15 |
delete index_pages_linkeddomain dfaus.com |
| 2020-05-15 |
delete person Alan C. Hewitt |
| 2020-05-15 |
delete person Alan E. Hewitt |
| 2020-05-15 |
delete person Ashlee Chu |
| 2020-05-15 |
delete person Gale A. Flores |
| 2020-05-15 |
delete person Josette Hewitt |
| 2020-05-15 |
delete person Matthew Truckner |
| 2018-05-26 |
delete address 1120 W Avenue M4
Palmdale, CA 93551 |
| 2018-05-26 |
delete address 1120 West Avenue M-4
Palmdale, CA 93551 |
| 2018-05-26 |
delete source_ip 108.178.163.182 |
| 2018-05-26 |
insert source_ip 47.180.11.114 |
| 2018-02-17 |
delete address 400 Camarillo Ranch Rd, Suite 102
Camarillo CA 93063 |
| 2018-02-17 |
delete address 400 Camarillo Ranch Rd. Suite 102
Camarillo, CA 93012 |
| 2018-02-17 |
insert address 4009 Mission Oaks Boulevard
Camarillo CA 93012 |
| 2018-02-17 |
insert phone (805) 987-4400 |
| 2017-02-10 |
update website_status OK => DomainNotFound |
| 2016-08-09 |
delete person Leona F. Mead |
| 2016-07-08 |
update website_status DomainNotFound => OK |
| 2016-07-08 |
delete phone (805) 987-4400 |
| 2016-07-08 |
insert index_pages_linkeddomain dfaus.com |
| 2016-05-13 |
update website_status OK => DomainNotFound |
| 2016-01-01 |
delete email al..@hewittfg.com |
| 2016-01-01 |
update person_title Ashlee Chu: Marketing, Client Care => Tax Consultant; Ashlee Chu, RP, Tax Consultant |
| 2016-01-01 |
update person_title Kim Laney: Administrative Assistant => Tax Consultant |
| 2015-08-10 |
update website_status FlippedRobots => OK |
| 2015-08-04 |
update website_status OK => FlippedRobots |
| 2015-07-07 |
delete person Judy Howard |
| 2015-04-02 |
update website_status OK => FlippedRobots |
| 2014-12-01 |
delete source_ip 24.43.132.105 |
| 2014-12-01 |
insert source_ip 108.178.163.182 |
| 2014-10-01 |
update website_status FlippedRobots => OK |
| 2014-10-01 |
delete index_pages_linkeddomain preinit.com |
| 2014-09-25 |
update website_status OK => FlippedRobots |