| Date | Description |
|---|
| 2023-02-15 |
delete source_ip 35.194.29.129 |
| 2023-02-15 |
insert source_ip 141.193.213.11 |
| 2023-02-15 |
insert source_ip 141.193.213.10 |
| 2023-01-14 |
insert person Scott Berryman |
| 2022-12-13 |
update person_title Patrick Sittner: Portfolio Strategist => Director, Portfolio Strategy |
| 2022-11-12 |
insert chiefstrategyofficer Burt White |
| 2022-11-12 |
delete person Greg DeGennaro |
| 2022-11-12 |
delete person Ryan Yamada |
| 2022-11-12 |
delete person Scott Budd |
| 2022-11-12 |
insert person Burt White |
| 2022-11-12 |
insert person Ryan Detrick |
| 2022-11-12 |
update person_title Michael Gruidel: Paraplanner => Wealth Planner |
| 2022-10-12 |
delete coo Shane Weaver |
| 2022-10-12 |
delete about_pages_linkeddomain carsongroup.com |
| 2022-10-12 |
delete index_pages_linkeddomain carsongroup.com |
| 2022-10-12 |
delete management_pages_linkeddomain carsongroup.com |
| 2022-10-12 |
delete person Josh Russell |
| 2022-10-12 |
delete person Shane Weaver |
| 2022-10-12 |
insert about_pages_linkeddomain amazonaws.com |
| 2022-10-12 |
insert partner_pages_linkeddomain amazonaws.com |
| 2022-09-10 |
delete person Scott Kubie |
| 2022-09-10 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Director, Investment Platform / Research Department; Director, Investment Platform |
| 2022-08-11 |
delete phone (888) 406-2002 |
| 2022-08-11 |
insert index_pages_linkeddomain cwmultisite.com |
| 2022-08-11 |
insert management_pages_linkeddomain cwmultisite.com |
| 2022-08-11 |
insert management_pages_linkeddomain heartlandgsrescue.org |
| 2022-08-11 |
insert person Meet Brent |
| 2022-08-11 |
insert person Meet Patrick |
| 2022-08-11 |
insert person Meet Sarah |
| 2022-08-11 |
insert person Meet Scott |
| 2022-08-11 |
insert person Scott Budd |
| 2022-08-11 |
update person_title Chris Kolosso: Operations Specialist; Operations Specialist / Advanced Solutions Team => Operations Specialist; Operations Specialist / Investments |
| 2022-08-11 |
update person_title Ryan Yamada: Senior Wealth Planner => Planner |
| 2022-08-11 |
update person_title Shane Weaver: Director of Operations; Director of Operations / Research Department => Director of Operations |
| 2022-08-11 |
update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department |
| 2022-07-11 |
delete person Paul Ganow |
| 2022-07-11 |
update person_title Ryan Yamada: Planner => Senior Wealth Planner |
| 2022-07-11 |
update person_title Shane Weaver: Director of Operations => Director of Operations; Director of Operations / Research Department |
| 2022-04-10 |
delete person Vishnu Lekraj |
| 2022-03-09 |
delete management_pages_linkeddomain etf.com |
| 2022-03-09 |
delete person Alyssa Zuck |
| 2022-03-09 |
insert person Forbes Best-in-State |
| 2021-12-08 |
insert coo Shane Weaver |
| 2021-12-08 |
delete person Saumen Chattopadhyay |
| 2021-12-08 |
insert person Paul Ganow |
| 2021-12-08 |
insert person Shane Weaver |
| 2021-12-08 |
update person_description Josh Russell => Josh Russell |
| 2021-12-08 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst |
| 2021-09-13 |
delete person Krista Thompson |
| 2021-09-13 |
insert person Patrick Carter |
| 2021-08-12 |
update person_description Sarah Duey => Sarah Duey |
| 2021-07-12 |
delete managingdirector Carson Coaching |
| 2021-07-12 |
delete person Carson Coaching |
| 2021-07-12 |
delete person Chris Oppliger |
| 2021-07-12 |
delete person Jeff Harris |
| 2021-07-12 |
update person_description Jamie Hopkins => Jamie P. Hopkins |
| 2021-07-12 |
update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist |
| 2021-06-10 |
insert person Greg DeGennaro |
| 2021-04-15 |
insert person Josh Russell |
| 2021-04-15 |
insert person Mike Lawrence |
| 2021-02-20 |
update person_title Vishnu Lekraj: Portfolio Manager for Carson Group; Portfolio Manager => Co - Portfolio Manager; Portfolio Manager for Carson Group |
| 2021-01-20 |
delete otherexecutives Rick Jaster |
| 2021-01-20 |
delete person Alex Blankenburg |
| 2021-01-20 |
delete person Brett Murray |
| 2021-01-20 |
delete person Nick Joyner |
| 2021-01-20 |
delete person Rick Jaster |
| 2021-01-20 |
insert person Sonu Varghese |
| 2021-01-20 |
insert person Vishnu Lekraj |
| 2021-01-20 |
update person_title Patrick Sittner: Portfolio Strategist; Portfolio Strategist / Research Department => Portfolio Strategist |
| 2020-09-29 |
update person_title Brett Murray: Wealth Planning Administrator => Paraplanner; Member of the Advanced Solutions Team |
| 2020-07-22 |
delete person Patrick Carter |
| 2020-07-22 |
update person_description Carson Coaching => Carson Coaching |
| 2020-07-22 |
update person_description Jamie P. Hopkins => Jamie Hopkins |
| 2020-05-22 |
update person_title Alyssa Zuck: Trading Specialist, Registered Rep => Trade Operations Analyst |
| 2020-05-22 |
update person_title Kellie L. Duffy: Senior Trader, Registered Rep => Senior Trade Operations Analyst |
| 2020-03-22 |
delete about_pages_linkeddomain amazonaws.com |
| 2020-03-22 |
delete career_pages_linkeddomain amazonaws.com |
| 2020-03-22 |
delete contact_pages_linkeddomain amazonaws.com |
| 2020-03-22 |
delete index_pages_linkeddomain amazonaws.com |
| 2020-03-22 |
delete management_pages_linkeddomain amazonaws.com |
| 2020-03-22 |
delete partner_pages_linkeddomain amazonaws.com |
| 2020-03-22 |
delete service_pages_linkeddomain amazonaws.com |
| 2020-03-22 |
update person_title Jeff Harris: Mergers & Acquisitions Analyst => Senior Mergers & Acquisitions Analyst |
| 2020-02-20 |
delete person Russ Van Belle |
| 2020-01-20 |
insert person Michael Gruidel |
| 2019-12-19 |
insert person Russ Van Belle |
| 2019-11-18 |
insert person Drew Reisdorff |
| 2019-11-18 |
insert person Krista Thompson |
| 2019-10-19 |
delete index_pages_linkeddomain forbes.com |
| 2019-10-19 |
insert person Beth Schanou |
| 2019-10-19 |
insert person Brett Murray |
| 2019-10-19 |
insert person Kellie L. Duffy |
| 2019-10-19 |
insert person Kevin Zlomke |
| 2019-09-18 |
delete index_pages_linkeddomain deloitte.com |
| 2019-09-18 |
insert index_pages_linkeddomain forbes.com |
| 2019-08-18 |
insert index_pages_linkeddomain deloitte.com |
| 2019-08-18 |
insert person Alex Blankenburg |
| 2019-08-18 |
insert person Jordan Pieper |
| 2019-08-18 |
insert person Kaleigh Sanders |
| 2019-08-18 |
insert person Matthew (Matt) Smith |
| 2019-08-18 |
update person_title Alyssa Zuck: Trading Specialist => Trading Specialist, Registered Rep |
| 2019-08-18 |
update person_title Jeff Harris: Trading Operations Analyst => Mergers & Acquisitions Analyst |
| 2019-07-19 |
delete ceo Paul West |
| 2019-07-19 |
delete otherexecutives Tyler Schlumpf |
| 2019-07-19 |
delete index_pages_linkeddomain countryliving.com |
| 2019-07-19 |
delete person Beth Schanou |
| 2019-07-19 |
delete person Nick Guarino |
| 2019-07-19 |
delete person Paul West |
| 2019-07-19 |
delete person Pete Mullen |
| 2019-07-19 |
delete person Tyler Schlumpf |
| 2019-07-19 |
insert about_pages_linkeddomain amazonaws.com |
| 2019-07-19 |
insert career_pages_linkeddomain amazonaws.com |
| 2019-07-19 |
insert contact_pages_linkeddomain amazonaws.com |
| 2019-07-19 |
insert index_pages_linkeddomain amazonaws.com |
| 2019-07-19 |
insert management_pages_linkeddomain amazonaws.com |
| 2019-07-19 |
insert person Ryan Yamada |
| 2019-07-19 |
insert person Saumen Chattopadhyay |
| 2019-07-19 |
insert service_pages_linkeddomain amazonaws.com |
| 2019-04-20 |
delete index_pages_linkeddomain marketwatch.com |
| 2019-04-20 |
delete person Bob Wellman |
| 2019-04-20 |
delete person Ron Carson |
| 2019-04-20 |
insert index_pages_linkeddomain countryliving.com |
| 2019-03-21 |
delete person Scott Ford |
| 2019-03-21 |
insert index_pages_linkeddomain marketwatch.com |
| 2019-03-21 |
update person_title Todd Knott: Director of Trading => Senior Institutional Trader |
| 2019-02-15 |
update person_title Patrick Sittner: Portfolio Consultant / Research Department; Portfolio Consultant => Portfolio Strategist / Research Department |
| 2019-01-07 |
delete source_ip 69.20.113.72 |
| 2019-01-07 |
insert source_ip 35.194.29.129 |
| 2018-11-28 |
delete index_pages_linkeddomain kiplinger.com |
| 2018-11-28 |
delete index_pages_linkeddomain usnews.com |
| 2018-11-28 |
insert about_pages_linkeddomain sipc.org |
| 2018-11-28 |
insert career_pages_linkeddomain sipc.org |
| 2018-11-28 |
insert contact_pages_linkeddomain sipc.org |
| 2018-11-28 |
insert index_pages_linkeddomain sipc.org |
| 2018-11-28 |
insert management_pages_linkeddomain sipc.org |
| 2018-11-28 |
insert partner_pages_linkeddomain sipc.org |
| 2018-11-28 |
insert service_pages_linkeddomain sipc.org |
| 2018-11-28 |
update person_title Jeff Harris: Trading Specialist => Trading Operations Analyst |
| 2018-10-19 |
delete person Rob Furlong |
| 2018-10-19 |
insert index_pages_linkeddomain kiplinger.com |
| 2018-09-17 |
insert ceo Paul West |
| 2018-09-17 |
insert chiefinvestmentofficer Scott Kubie |
| 2018-09-17 |
delete email bw..@carsonwealth.com |
| 2018-09-17 |
insert person Alyssa Zuck |
| 2018-09-17 |
insert person Erin Wood |
| 2018-09-17 |
insert person Jeff Harris |
| 2018-09-17 |
insert person Jessica Golson |
| 2018-09-17 |
insert person Nick Guarino |
| 2018-09-17 |
insert person Nick Joyner |
| 2018-09-17 |
insert person Patrick Sittner |
| 2018-09-17 |
insert person Paul West |
| 2018-09-17 |
insert person Pete Mullen |
| 2018-09-17 |
insert person Scott Ford |
| 2018-09-17 |
update person_title Rick Jaster: Director, Systematic Equities; Director, Systematic Equities / Research Department => Director, Systematic Equities |
| 2018-09-17 |
update person_title Scott Kubie: Senior Investment Strategist / Research Department; Senior Investment Strategist => Chief Investment Officer |
| 2018-08-16 |
delete otherexecutives Scott Kubie |
| 2018-08-16 |
delete email bc..@carsonwealth.com |
| 2018-08-16 |
delete email co..@carsonwealth.com |
| 2018-08-16 |
delete email es..@carsonwealth.com |
| 2018-08-16 |
delete email jb..@carsonwealth.com |
| 2018-08-16 |
delete email mp..@carsonwealth.com |
| 2018-08-16 |
delete email pc..@carsonwealth.com |
| 2018-08-16 |
delete email tk..@carsonwealth.com |
| 2018-08-16 |
delete partner Relative Value Fund |
| 2018-08-16 |
insert person Rick Jaster |
| 2018-08-16 |
update person_title Scott Kubie: Senior Investment Strategist; Member of the Investment Committee => Senior Investment Strategist / Research Department; Senior Investment Strategist |
| 2018-06-29 |
delete about_pages_linkeddomain carsoninstitutional.com |
| 2018-06-29 |
delete career_pages_linkeddomain carsoninstitutional.com |
| 2018-06-29 |
delete contact_pages_linkeddomain carsoninstitutional.com |
| 2018-06-29 |
delete index_pages_linkeddomain carsoninstitutional.com |
| 2018-06-29 |
delete management_pages_linkeddomain carsoninstitutional.com |
| 2018-06-29 |
delete partner_pages_linkeddomain carsoninstitutional.com |
| 2018-06-29 |
delete person Ben Goethel |
| 2018-06-29 |
delete person Kathryn Jerdee |
| 2018-06-29 |
delete person Scott Ford |
| 2018-06-29 |
delete person Tyler Roshong |
| 2018-06-29 |
delete service_pages_linkeddomain carsoninstitutional.com |
| 2018-06-29 |
insert about_pages_linkeddomain carsongroup.com |
| 2018-06-29 |
insert career_pages_linkeddomain carsongroup.com |
| 2018-06-29 |
insert contact_pages_linkeddomain carsongroup.com |
| 2018-06-29 |
insert index_pages_linkeddomain carsongroup.com |
| 2018-06-29 |
insert management_pages_linkeddomain carsongroup.com |
| 2018-06-29 |
insert partner Relative Value Fund |
| 2018-06-29 |
insert partner_pages_linkeddomain carsongroup.com |
| 2018-06-29 |
insert service_pages_linkeddomain carsongroup.com |
| 2018-05-09 |
delete otherexecutives Don Hagan |
| 2018-05-09 |
delete person Don Hagan |
| 2018-05-09 |
update person_title Scott Kubie: Senior Investment Strategist / Research Department; Senior Investment Strategist; Member of the Investment Committee => Senior Investment Strategist; Member of the Investment Committee |
| 2018-03-30 |
delete otherexecutives Mark Lookabill |
| 2018-03-30 |
delete email rf..@carsonwealth.com |
| 2018-03-30 |
delete person Mark Lookabill |
| 2018-03-30 |
update person_title Don Hagan: Investment Committee Consultant; Partner at Day Hagan Asset Management; Member of the Investment Committee => Investment Committee Consultant; Partner at Day Hagan Asset Management; Member of the Investment Committee; Investment Committee Consultant / Research Department |
| 2018-03-30 |
update person_title Scott Kubie: Senior Investment Strategist; Member of the Investment Committee => Senior Investment Strategist / Research Department; Senior Investment Strategist; Member of the Investment Committee |
| 2018-02-09 |
delete about_pages_linkeddomain sipc.org |
| 2018-02-09 |
delete address Suite 506, Parsippany, NJ 07054 |
| 2018-02-09 |
delete career_pages_linkeddomain sipc.org |
| 2018-02-09 |
delete contact_pages_linkeddomain sipc.org |
| 2018-02-09 |
delete index_pages_linkeddomain sipc.org |
| 2018-02-09 |
delete management_pages_linkeddomain sipc.org |
| 2018-02-09 |
delete partner_pages_linkeddomain sipc.org |
| 2018-02-09 |
delete service_pages_linkeddomain sipc.org |
| 2018-02-09 |
insert address 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 |
| 2018-02-09 |
insert partner APW Capital, Inc. |
| 2018-02-09 |
insert phone 07866 (800)637-3211 |
| 2017-11-19 |
insert about_pages_linkeddomain sipc.org |
| 2017-11-19 |
insert contact_pages_linkeddomain sipc.org |
| 2017-11-19 |
insert index_pages_linkeddomain sipc.org |
| 2017-11-19 |
insert management_pages_linkeddomain sipc.org |
| 2017-11-19 |
insert partner_pages_linkeddomain sipc.org |
| 2017-11-19 |
insert service_pages_linkeddomain sipc.org |
| 2017-10-22 |
insert otherexecutives Scott Kubie |
| 2017-10-22 |
delete email ts..@carsoninstitutional.com |
| 2017-10-22 |
insert about_pages_linkeddomain linkedin.com |
| 2017-10-22 |
insert contact_pages_linkeddomain linkedin.com |
| 2017-10-22 |
insert index_pages_linkeddomain linkedin.com |
| 2017-10-22 |
insert management_pages_linkeddomain linkedin.com |
| 2017-10-22 |
insert person Scott Kubie |
| 2017-10-22 |
insert service_pages_linkeddomain linkedin.com |
| 2017-09-10 |
delete about_pages_linkeddomain thefiduciaryinstitute.org |
| 2017-09-10 |
delete contact_pages_linkeddomain thefiduciaryinstitute.org |
| 2017-09-10 |
delete email bp..@harbor-wealth.com |
| 2017-09-10 |
delete email ck..@harbor-wealth.com |
| 2017-09-10 |
delete email cm..@harbor-wealth.com |
| 2017-09-10 |
delete email eh..@harbor-wealth.com |
| 2017-09-10 |
delete email kj..@harbor-wealth.com |
| 2017-09-10 |
delete email lr..@harbor-wealth.com |
| 2017-09-10 |
delete email tr..@harbor-wealth.com |
| 2017-09-10 |
delete index_pages_linkeddomain thefiduciaryinstitute.org |
| 2017-09-10 |
delete management_pages_linkeddomain thefiduciaryinstitute.org |
| 2017-09-10 |
delete service_pages_linkeddomain thefiduciaryinstitute.org |
| 2017-09-10 |
update person_title Chris Kolosso: Partner, Senior Wealth Advisor / Operations => Operations Specialist |
| 2017-09-10 |
update person_title Kathryn Jerdee: null => Client Experience & Marketing Coordinator |
| 2017-07-06 |
insert index_pages_linkeddomain lpages.co |
| 2017-07-06 |
insert person Patrick Carter |
| 2017-05-20 |
delete otherexecutives Mike Schudel |
| 2017-05-20 |
delete management_pages_linkeddomain allianceforrias.com |
| 2017-05-20 |
delete management_pages_linkeddomain sec.gov |
| 2017-05-20 |
delete person Mike Schudel |
| 2017-05-20 |
insert about_pages_linkeddomain thefiduciaryinstitute.org |
| 2017-05-20 |
insert client_pages_linkeddomain thefiduciaryinstitute.org |
| 2017-05-20 |
insert contact_pages_linkeddomain thefiduciaryinstitute.org |
| 2017-05-20 |
insert email cm..@harbor-wealth.com |
| 2017-05-20 |
insert email kj..@harbor-wealth.com |
| 2017-05-20 |
insert index_pages_linkeddomain thefiduciaryinstitute.org |
| 2017-05-20 |
insert management_pages_linkeddomain thefiduciaryinstitute.org |
| 2017-05-20 |
insert service_pages_linkeddomain thefiduciaryinstitute.org |
| 2017-05-20 |
update person_description Ron Carson => Ron Carson |
| 2017-03-20 |
insert index_pages_linkeddomain usnews.com |
| 2017-02-06 |
delete index_pages_linkeddomain linkedin.com |
| 2017-02-06 |
insert client_pages_linkeddomain fidelity.com |
| 2017-02-06 |
update person_description Jake Bleicher => Jake Bleicher |
| 2017-02-06 |
update person_description Mark Petersen => Mark Petersen |
| 2017-02-06 |
update person_description Mike Schudel => Mike Schudel |
| 2017-01-09 |
insert otherexecutives Brett Carson |
| 2017-01-09 |
insert otherexecutives Rob Furlong |
| 2017-01-09 |
delete index_pages_linkeddomain sipc.org |
| 2017-01-09 |
delete industry_tag wealth advisory |
| 2017-01-09 |
delete source_ip 107.20.176.176 |
| 2017-01-09 |
delete source_ip 23.21.180.205 |
| 2017-01-09 |
delete source_ip 50.19.127.78 |
| 2017-01-09 |
insert index_pages_linkeddomain carsoninstitutional.com |
| 2017-01-09 |
insert index_pages_linkeddomain linkedin.com |
| 2017-01-09 |
insert person Ben Goethel |
| 2017-01-09 |
insert person Brett Carson |
| 2017-01-09 |
insert person Rob Furlong |
| 2017-01-09 |
insert source_ip 69.20.113.72 |
| 2016-06-30 |
delete about_pages_linkeddomain fmgwebsites.com |
| 2016-06-30 |
delete contact_pages_linkeddomain fmgwebsites.com |
| 2016-06-30 |
delete index_pages_linkeddomain fmgwebsites.com |
| 2016-06-30 |
delete management_pages_linkeddomain fmgwebsites.com |
| 2016-06-30 |
delete source_ip 50.16.240.40 |
| 2016-06-30 |
insert source_ip 107.20.176.176 |
| 2016-04-25 |
delete address 2149 Velp Avenue, Suite 350, Green Bay, WI 54303 |
| 2016-03-25 |
update website_status DomainNotFound => OK |
| 2016-03-25 |
delete source_ip 23.23.224.242 |
| 2016-03-25 |
insert source_ip 50.19.127.78 |
| 2016-03-13 |
update website_status OK => DomainNotFound |
| 2016-01-06 |
delete source_ip 107.21.121.170 |
| 2016-01-06 |
delete source_ip 54.204.28.34 |
| 2016-01-06 |
insert source_ip 23.21.180.205 |
| 2016-01-06 |
insert source_ip 23.23.224.242 |
| 2015-10-25 |
insert support_emails cl..@harbor-wealth.com |
| 2015-10-25 |
delete index_pages_linkeddomain financialpicture2.com |
| 2015-10-25 |
delete source_ip 69.89.31.248 |
| 2015-10-25 |
insert address 2149 Velp Avenue, Suite 350, Green Bay, WI 54303 |
| 2015-10-25 |
insert address 727 Cormier Road, Suite 101
Green Bay, WI 54304 |
| 2015-10-25 |
insert email cl..@harbor-wealth.com |
| 2015-10-25 |
insert index_pages_linkeddomain fmgwebsites.com |
| 2015-10-25 |
insert index_pages_linkeddomain sipc.org |
| 2015-10-25 |
insert industry_tag wealth advisory |
| 2015-10-25 |
insert phone 800-637-3211 |
| 2015-10-25 |
insert source_ip 107.21.121.170 |
| 2015-10-25 |
insert source_ip 50.16.240.40 |
| 2015-10-25 |
insert source_ip 54.204.28.34 |
| 2015-03-16 |
delete address 727 Cormier Rd.
Suite 101
Green Bay, WI 54303 |
| 2015-03-16 |
insert address 727 Cormier Rd.
Suite 101
Green Bay, WI 54304 |
| 2015-03-16 |
update primary_contact 727 Cormier Rd.
Suite 101
Green Bay, WI 54303 => 727 Cormier Rd.
Suite 101
Green Bay, WI 54304 |
| 2014-12-04 |
delete address 2149 Velp Avenue, Suite 350
Green Bay, WI 54303-5424 |
| 2014-12-04 |
insert address 727 Cormier Rd.
Suite 101
Green Bay, WI 54303 |
| 2014-12-04 |
update primary_contact 2149 Velp Avenue, Suite 350
Green Bay, WI 54303-5424 => 727 Cormier Rd.
Suite 101
Green Bay, WI 54303 |
| 2014-05-21 |
insert about_pages_linkeddomain finra.org |
| 2014-05-21 |
insert contact_pages_linkeddomain finra.org |
| 2014-05-21 |
insert index_pages_linkeddomain finra.org |
| 2014-05-21 |
insert management_pages_linkeddomain finra.org |
| 2013-11-20 |
update website_status Disallowed => OK |