SUMMIT FINANCIAL - History of Changes


DateDescription
2024-04-10 delete address Suite 285 Shreveport, LA 71105
2024-04-10 delete phone 318-963-8675
2024-03-10 delete about_pages_linkeddomain ceteraadvisornetworks.com
2024-03-10 delete about_pages_linkeddomain sipc.org
2024-03-10 delete address 1021 E. Saint Mary Blvd Lafayette, LA 70503
2024-03-10 delete address 123 Terrabella Blvd., Suite 1 Covington, LA 70433
2024-03-10 delete address 1890 Hudson Circle, Monroe, LA
2024-03-10 delete address 433 Metairie Rd, Suite 501 Metairie, LA 70005
2024-03-10 delete address 6425 Youree Dr. Ste 285 Shreveport, LA 71105
2024-03-10 delete address 712 Celebrity Dr. Ruston, LA
2024-03-10 delete contact_pages_linkeddomain ceteraadvisornetworks.com
2024-03-10 delete contact_pages_linkeddomain sipc.org
2024-03-10 delete index_pages_linkeddomain ceteraadvisornetworks.com
2024-03-10 delete index_pages_linkeddomain sipc.org
2024-03-10 delete management_pages_linkeddomain ceteraadvisornetworks.com
2024-03-10 delete management_pages_linkeddomain sipc.org
2024-03-10 delete service_pages_linkeddomain ceteraadvisornetworks.com
2024-03-10 delete service_pages_linkeddomain sipc.org
2024-03-10 insert about_pages_linkeddomain caprivacy.org
2024-03-10 insert about_pages_linkeddomain mysummitsolutions.com
2024-03-10 insert address 1021 East Saint Mary Boulevard Lafayette, LA 70503
2024-03-10 insert address Suite 285 Shreveport, LA 71105
2024-03-10 insert contact_pages_linkeddomain caprivacy.org
2024-03-10 insert contact_pages_linkeddomain mysummitsolutions.com
2024-03-10 insert email ca..@summit-financial.com
2024-03-10 insert index_pages_linkeddomain caprivacy.org
2024-03-10 insert index_pages_linkeddomain mysummitsolutions.com
2024-03-10 insert management_pages_linkeddomain caprivacy.org
2024-03-10 insert management_pages_linkeddomain mysummitsolutions.com
2024-03-10 insert person Catherine Boudreaux
2024-03-10 insert service_pages_linkeddomain caprivacy.org
2024-03-10 insert service_pages_linkeddomain mysummitsolutions.com
2024-03-10 update person_description Alida Villien => Alida Villien
2024-03-10 update person_description Mike Pharr => Michael Pharr
2024-03-10 update person_title Alida Villien: Registered Representative of Cetera Advisor Networks => Registered Representative
2024-03-10 update person_title David Daniel: Registered Representative; Managing Partner => Managing Partner
2024-03-10 update person_title Michael Pharr: Registered Representative => null
2024-03-10 update person_title Suzette Broussard: Administrative Officer; Registered Representative of Cetera Advisor Networks; Chief Compliance Officer => Administrative Officer; Chief Compliance Officer
2024-03-10 update person_title Todd Lambert: Investment Advisor; Registered Representative; Partner => Investment Advisor; Partner
2024-03-10 update primary_contact 1021 E. Saint Mary Blvd Lafayette, LA 70503 => 1021 East Saint Mary Boulevard Lafayette, LA 70503
2023-06-25 delete address 712 Celebrity Dr. Ruston, LA 71270
2023-06-25 delete management_pages_linkeddomain addthis.com
2023-06-25 delete source_ip 104.16.65.197
2023-06-25 delete source_ip 104.16.66.197
2023-06-25 delete source_ip 104.16.67.197
2023-06-25 delete source_ip 104.16.68.197
2023-06-25 delete source_ip 104.16.69.197
2023-06-25 insert address 2102 Floyd Park Drive, Suite 5 Ruston, LA 71270
2023-06-25 insert source_ip 104.17.167.172
2023-06-25 insert source_ip 104.17.168.172
2023-06-25 insert source_ip 104.17.169.172
2023-06-25 insert source_ip 104.17.170.172
2023-06-25 insert source_ip 104.17.171.172
2023-02-17 insert email em..@summit-financial.com
2023-02-17 insert person Emily Petross
2022-11-11 delete about_pages_linkeddomain caprivacy.org
2022-11-11 delete contact_pages_linkeddomain caprivacy.org
2022-11-11 delete index_pages_linkeddomain caprivacy.org
2022-11-11 delete management_pages_linkeddomain caprivacy.org
2022-11-11 delete service_pages_linkeddomain caprivacy.org
2022-11-11 insert address 123 Terrabella Blvd., Suite 1 Covington, LA 70433
2022-11-11 insert address 433 Metairie Rd, Suite 501 Metairie, LA 70005
2022-11-11 insert email pa..@summit-financial.com
2022-11-11 insert person Paul Guidry
2022-11-11 insert phone (504) 324-3282
2022-10-04 delete person Amanda Hyland-Stephenson
2022-10-04 delete person Heather Walker
2022-10-04 insert person Amanda Hyland-Manhart
2022-07-30 insert email ch..@summit-financial.com
2022-07-30 insert email ki..@summit-financial.com
2022-07-30 insert person Chris Breaux
2022-07-30 insert person Kim Landry
2022-07-30 update person_description Crista LeMaire => Crista LeMaire
2022-06-27 delete email ka..@summit-financial.com
2022-06-27 delete email wa..@summit-financial.com
2022-06-27 delete person Kathy MacMenamin
2022-06-27 delete person Matt Massingale
2022-06-27 delete person Walker Fulco
2022-04-24 update person_description Toni Crawford => Toni Crawford
2022-04-24 update person_title Toni Crawford: Wealth Advisor, Client Services Manager => Investment Advisor; Representative
2022-03-24 delete address 326 Heymann Blvd Lafayette, LA 70503
2022-03-24 insert address 1021 E. Saint Mary Blvd Lafayette, LA 70503
2022-03-24 update primary_contact 326 Heymann Blvd Lafayette, LA 70503 => 1021 E. Saint Mary Blvd Lafayette, LA 70503
2021-12-23 delete about_pages_linkeddomain cetera.com
2021-12-23 delete contact_pages_linkeddomain cetera.com
2021-12-23 delete index_pages_linkeddomain cetera.com
2021-12-23 delete management_pages_linkeddomain cetera.com
2021-12-23 delete service_pages_linkeddomain cetera.com
2021-12-23 insert email jo..@summit-financial.com
2021-12-23 insert person John Favaloro
2021-04-11 delete about_pages_linkeddomain filesusr.com
2021-04-11 delete contact_pages_linkeddomain filesusr.com
2021-04-11 delete index_pages_linkeddomain filesusr.com
2021-04-11 delete management_pages_linkeddomain filesusr.com
2021-04-11 delete service_pages_linkeddomain filesusr.com
2021-01-29 delete about_pages_linkeddomain mysummitsolutions.com
2021-01-29 delete about_pages_linkeddomain riskalyze.com
2021-01-29 delete contact_pages_linkeddomain mysummitsolutions.com
2021-01-29 delete contact_pages_linkeddomain riskalyze.com
2021-01-29 delete email ma..@summit-financial.com
2021-01-29 delete index_pages_linkeddomain mysummitsolutions.com
2021-01-29 delete index_pages_linkeddomain riskalyze.com
2021-01-29 delete index_pages_linkeddomain rs6.net
2021-01-29 delete management_pages_linkeddomain mysummitsolutions.com
2021-01-29 delete management_pages_linkeddomain riskalyze.com
2021-01-29 delete service_pages_linkeddomain mysummitsolutions.com
2021-01-29 delete service_pages_linkeddomain riskalyze.com
2021-01-29 insert about_pages_linkeddomain cetera.com
2021-01-29 insert contact_pages_linkeddomain cetera.com
2021-01-29 insert index_pages_linkeddomain cetera.com
2021-01-29 insert management_pages_linkeddomain cetera.com
2021-01-29 insert service_pages_linkeddomain cetera.com
2021-01-29 update person_description Alida Villien => Alida Villien
2021-01-29 update person_description Michael Pharr => Mike Pharr
2021-01-29 update person_description Walker Fulco => Walker Fulco
2021-01-29 update person_title Mike Pharr: null => Registered Representative
2021-01-29 update person_title Todd Lambert: Investment Advisor; Partner => Investment Advisor; Registered Representative; Partner
2020-09-27 update person_description Amanda Hyland-Stephenson => Amanda Hyland-Stephenson
2020-09-27 update person_description Heather Walker => Heather Walker
2020-07-19 delete about_pages_linkeddomain wixstatic.com
2020-07-19 delete contact_pages_linkeddomain wixstatic.com
2020-07-19 delete index_pages_linkeddomain wixstatic.com
2020-07-19 delete management_pages_linkeddomain wixstatic.com
2020-07-19 delete service_pages_linkeddomain wixstatic.com
2020-07-19 insert about_pages_linkeddomain filesusr.com
2020-07-19 insert contact_pages_linkeddomain filesusr.com
2020-07-19 insert index_pages_linkeddomain filesusr.com
2020-07-19 insert management_pages_linkeddomain filesusr.com
2020-07-19 insert service_pages_linkeddomain filesusr.com
2020-06-18 delete email fr..@summit-financial.com
2020-06-18 update person_description David Daniel => David Daniel
2020-06-18 update person_title David Daniel: Managing Partner => Registered Representative; Managing Partner
2020-05-19 insert managingdirector Wes Gautreaux
2020-05-19 insert email we..@summit-financial.com
2020-05-19 insert person Wes Gautreaux
2020-03-19 insert email jo..@summit-financial.com
2020-03-19 insert fax 318-255-1005
2020-03-19 insert person Joel Robideaux
2020-03-19 update person_title Kathy MacMenamin: null => Registered Representative of Cetera Advisor
2020-03-19 update person_title Suzette Broussard: Administrative Officer; Chief Compliance Officer => Administrative Officer; Registered Representative of Cetera Advisor; Chief Compliance Officer
2020-02-17 delete email ch..@summit-financial.com
2020-02-17 delete person Chase Kenner
2020-01-16 insert about_pages_linkeddomain caprivacy.org
2020-01-16 insert contact_pages_linkeddomain caprivacy.org
2020-01-16 insert index_pages_linkeddomain caprivacy.org
2020-01-16 insert management_pages_linkeddomain caprivacy.org
2020-01-16 insert service_pages_linkeddomain caprivacy.org
2019-10-16 delete about_pages_linkeddomain summitbrokerage.com
2019-10-16 delete address 9335 Ellerbe Rd. Shreveport, LA 71106
2019-10-16 delete alias Summit Brokerage Services
2019-10-16 delete alias Summit Brokerage Services, Inc.
2019-10-16 delete contact_pages_linkeddomain summitbrokerage.com
2019-10-16 delete index_pages_linkeddomain summitbrokerage.com
2019-10-16 delete management_pages_linkeddomain summitbrokerage.com
2019-10-16 delete service_pages_linkeddomain summitbrokerage.com
2019-10-16 insert about_pages_linkeddomain ceteraadvisornetworks.com
2019-10-16 insert address 6425 Youree Dr. Ste 285 Shreveport, LA 71105
2019-10-16 insert contact_pages_linkeddomain ceteraadvisornetworks.com
2019-10-16 insert index_pages_linkeddomain ceteraadvisornetworks.com
2019-10-16 insert management_pages_linkeddomain ceteraadvisornetworks.com
2019-10-16 insert service_pages_linkeddomain ceteraadvisornetworks.com
2019-06-16 update person_description Matt Massingale => Matt Massingale
2019-05-15 delete email do..@summit-financial.com
2019-05-15 delete person Donna Wright
2019-05-15 insert address 712 Celebrity Dr.* Ruston, LA 71270
2019-05-15 insert email ka..@summit-financial.com
2019-05-15 insert email ma..@summit-financial.com
2019-05-15 insert email to..@summit-financial.com
2019-05-15 insert person Kathy MacMenamin
2019-05-15 insert person Matt Massingale
2019-05-15 insert person Toni Crawford
2019-05-15 insert phone 318-255-0035
2019-05-15 update person_description Chase Kenner => Chase Kenner
2019-05-15 update person_description Doug Daniel => Doug Daniel
2019-05-15 update person_title Chase Kenner: Wealth Advisor => null
2019-05-15 update person_title Michael Pharr: Partner => null
2019-02-09 delete management_pages_linkeddomain hotjar.com
2019-01-01 delete about_pages_linkeddomain hotjar.com
2019-01-01 delete contact_pages_linkeddomain hotjar.com
2019-01-01 insert about_pages_linkeddomain riskalyze.com
2019-01-01 insert contact_pages_linkeddomain riskalyze.com
2019-01-01 insert management_pages_linkeddomain riskalyze.com
2018-11-23 update website_status EmptyPage => OK
2018-11-23 delete source_ip 199.47.168.63
2018-11-23 insert source_ip 104.16.65.197
2018-11-23 insert source_ip 104.16.66.197
2018-11-23 insert source_ip 104.16.67.197
2018-11-23 insert source_ip 104.16.68.197
2018-11-23 insert source_ip 104.16.69.197
2017-07-26 update website_status OK => EmptyPage
2017-05-09 insert general_emails in..@summit-financial.com
2017-05-09 insert email in..@summit-financial.com
2016-12-20 update person_title Doug Daniel: Client Service => Client Services
2016-09-18 delete about_pages_linkeddomain summit-financial-portal.com
2016-09-18 delete contact_pages_linkeddomain summit-financial-portal.com
2016-09-18 delete index_pages_linkeddomain summit-financial-portal.com
2016-09-18 delete management_pages_linkeddomain summit-financial-portal.com
2016-09-18 delete service_pages_linkeddomain summit-financial-portal.com
2016-09-18 delete terms_pages_linkeddomain summit-financial-portal.com
2016-09-18 insert about_pages_linkeddomain mysummitsolutions.com
2016-09-18 insert contact_pages_linkeddomain mysummitsolutions.com
2016-09-18 insert index_pages_linkeddomain mysummitsolutions.com
2016-09-18 insert management_pages_linkeddomain mysummitsolutions.com
2016-09-18 insert service_pages_linkeddomain mysummitsolutions.com
2016-09-18 insert terms_pages_linkeddomain mysummitsolutions.com
2016-06-12 insert email ca..@summit-financial.com
2016-03-31 insert about_pages_linkeddomain summit-financial-portal.com
2016-03-31 insert contact_pages_linkeddomain summit-financial-portal.com
2016-03-31 insert email ch..@summit-financial.com
2016-03-31 insert index_pages_linkeddomain rs6.net
2016-03-31 insert index_pages_linkeddomain summit-financial-portal.com
2016-03-31 insert management_pages_linkeddomain summit-financial-portal.com
2016-03-31 insert person Chase Kenner
2016-03-31 insert service_pages_linkeddomain summit-financial-portal.com
2016-03-31 insert terms_pages_linkeddomain summit-financial-portal.com
2016-02-12 insert phone 318 387-4511
2016-01-14 update person_description Nicholas C. Trappey => Nicholas C. Trappey
2015-11-06 insert address 1890 Hudson Circle, Suite 1, Monroe, LA 71201
2015-11-06 insert email ke..@summit-financial.com
2015-11-06 insert email le..@summit-financial.com
2015-11-06 insert email lo..@summit-financial.com
2015-11-06 insert email ma..@summit-financial.com
2015-11-06 insert email ni..@summit-financial.com
2015-11-06 insert email wi..@summit-financial.com
2015-11-06 insert person C. Louis Ray
2015-11-06 insert person Cathy Eubanks
2015-11-06 insert person Kenneth Vines
2015-11-06 insert person Léna Satgé Ormond
2015-11-06 insert person Mary Martin DeLancy
2015-11-06 insert person Nicholas C. Trappey
2015-11-06 insert person William Ray
2015-11-06 insert phone (318) 323-3752
2015-11-06 insert phone 337-232-1137
2015-11-06 insert phone 866-540-1141
2015-03-23 delete phone 337-232-1137
2015-03-23 delete phone 866-540-1141
2014-12-18 update person_description David Daniel => David Daniel
2014-12-18 update person_description Laina Simon => Laina Simon
2014-12-18 update person_title Doug Daniel: null => Client Service
2014-12-18 update person_title Laina Simon: Administrative Assistant => Client Service
2014-11-11 delete source_ip 198.57.152.65
2014-11-11 insert alias Summit Brokerage Services
2014-11-11 insert alias Summit Brokerage Services, Inc.
2014-11-11 insert email do..@summit-financial.com
2014-11-11 insert source_ip 199.47.168.63
2014-08-07 delete person Donna Thompson
2014-08-07 insert person Donna Wright