| Date | Description |
|---|
| 2024-06-08 |
delete phone 303-749-1163 |
| 2024-06-08 |
insert phone 303-749-1158 |
| 2024-04-11 |
insert email bm..@stonebridgecap.com |
| 2024-04-11 |
insert person Brett Miller |
| 2024-04-11 |
insert phone 303-749-1163 |
| 2024-03-11 |
delete email bs..@stonebridgecap.com |
| 2024-03-11 |
delete person Brad Stone |
| 2024-03-11 |
delete phone 303-709-5916 |
| 2024-03-11 |
insert about_pages_linkeddomain mspwellness.com |
| 2023-08-18 |
delete address 830 East Front Street, Suite 300
Traverse City, MI 49686 |
| 2023-08-18 |
delete email ju..@stonebridgecap.com |
| 2023-08-18 |
delete person John Unmacht |
| 2023-08-18 |
delete person Stonebridge Soundbites |
| 2023-08-18 |
insert email am..@stonebridegcap.com |
| 2023-08-18 |
insert email ps..@stonebridgecap.com |
| 2023-08-18 |
insert email td..@stonebridgecap.com |
| 2023-08-18 |
insert person Aimie Marsh |
| 2023-08-18 |
insert person Pam Stang |
| 2023-08-18 |
insert person Teresa Davila |
| 2023-08-18 |
insert phone 303-749-1154 |
| 2023-08-18 |
update person_description Michelle Terkoski => Michelle Terkoski |
| 2023-08-18 |
update person_description Mitchell Cornelsen => Mitchell Cornelsen |
| 2023-08-18 |
update person_title Michelle Terkoski: Client Relations Administrator; Administrator and Member of the Client Service Team => Administrative Coordinator |
| 2023-08-18 |
update person_title Mitchell Cornelsen: Client Relations Specialist; Member of the Minneapolis Chamber of Commerce; Member of the Sales Team, Marketing Team and Operations Team => Member of the Minnesota Financial Planning Association and Volunteers With the Nokomis / Minnehaha Parks Community; Assistant; Portfolio Manager |
| 2023-04-01 |
delete address 114 Canfield Place, A-6
Hendersonville, TN, 37075 |
| 2023-04-01 |
insert address 60 Volunteer Dr.
Hendersonville, TN, 37075 |
| 2023-04-01 |
update person_description Patrick Kincade => Patrick Kincade |
| 2023-03-01 |
insert otherexecutives Patrick Kincade |
| 2023-03-01 |
insert otherexecutives Steven B. Roorda |
| 2023-03-01 |
delete contact_pages_linkeddomain bizjournals.com |
| 2023-03-01 |
delete index_pages_linkeddomain bizjournals.com |
| 2023-03-01 |
update person_description Ryan Medhaug => Ryan Medhaug |
| 2023-03-01 |
update person_title Patrick Kincade: Member of the St. Paul Chamber of Commerce; Relationship Manager; Director of Marketing => Member of the St. Paul Chamber of Commerce; Regional Director; Director of Marketing |
| 2023-03-01 |
update person_title Steven B. Roorda: Senior Analyst; Portfolio Manager; Research and Portfolio Manager => Portfolio Manager; Research and Portfolio Manager; Director of Research |
| 2023-01-28 |
insert email vr..@stonebridgecap.com |
| 2023-01-28 |
insert person Vani Ramakrishnan |
| 2023-01-28 |
update person_description Dan E. Laufenberg => Dan E. Laufenberg |
| 2022-12-27 |
delete about_pages_linkeddomain bdreporting.com |
| 2022-12-27 |
delete about_pages_linkeddomain google.com |
| 2022-12-27 |
delete about_pages_linkeddomain microsoft.com |
| 2022-12-27 |
delete about_pages_linkeddomain zoom.us |
| 2022-12-27 |
delete address 2550 University Ave W Suite 455 South St. Paul, MN 55114 |
| 2022-12-27 |
delete index_pages_linkeddomain bbb.org |
| 2022-12-27 |
delete index_pages_linkeddomain bdreporting.com |
| 2022-12-27 |
delete index_pages_linkeddomain finance-commerce.com |
| 2022-12-27 |
delete index_pages_linkeddomain fivestarprofessional.com |
| 2022-12-27 |
delete index_pages_linkeddomain google.com |
| 2022-12-27 |
delete index_pages_linkeddomain investmentnews.com |
| 2022-12-27 |
delete index_pages_linkeddomain microsoft.com |
| 2022-12-27 |
delete index_pages_linkeddomain mplschamber.com |
| 2022-12-27 |
delete index_pages_linkeddomain tcbmag.com |
| 2022-12-27 |
delete index_pages_linkeddomain zoom.us |
| 2022-12-27 |
delete source_ip 165.227.250.15 |
| 2022-12-27 |
insert about_pages_linkeddomain bbb.org |
| 2022-12-27 |
insert about_pages_linkeddomain bizjournals.com |
| 2022-12-27 |
insert about_pages_linkeddomain finance-commerce.com |
| 2022-12-27 |
insert about_pages_linkeddomain fivestarprofessional.com |
| 2022-12-27 |
insert about_pages_linkeddomain ft.com |
| 2022-12-27 |
insert about_pages_linkeddomain mplschamber.com |
| 2022-12-27 |
insert about_pages_linkeddomain tcbmag.com |
| 2022-12-27 |
insert source_ip 159.223.166.157 |
| 2022-12-27 |
update robots_txt_status stonebridgecap.com: 200 => 404 |
| 2022-12-27 |
update robots_txt_status www.stonebridgecap.com: 200 => 404 |
| 2022-11-25 |
insert phone 615-362-3235 |
| 2022-10-24 |
insert management_pages_linkeddomain 40under40inadvice.com |
| 2022-09-22 |
update person_description Patrick Kincade => Patrick Kincade |
| 2022-09-22 |
update person_description Ryan Medhaug => Ryan Medhaug |
| 2022-06-20 |
insert index_pages_linkeddomain tcbmag.com |
| 2022-05-20 |
delete email ss..@stonebridgecap.com |
| 2022-05-20 |
delete person Scott Shinnick |
| 2022-05-20 |
update person_description Cathi Schmidt => Cathi Schmidt |
| 2022-05-20 |
update person_title Cathi Schmidt: Performance & Compliance Manager => null |
| 2022-05-20 |
update person_title Derrick Watson: Founder and Former Director of the Colorado Lungs4life Non - Profit Association; Regional Director, Member of the Marketing Team; Regional Director => Founder and Former Director of the Colorado Lungs4life Non - Profit Association; Regional Director, Member of the Marketing Team; National Sales Director |
| 2021-12-12 |
delete email rn..@stonebridgecap.com |
| 2021-12-12 |
delete person Royce Nies |
| 2021-09-18 |
insert about_pages_linkeddomain microsoft.com |
| 2021-09-18 |
insert career_pages_linkeddomain microsoft.com |
| 2021-09-18 |
insert contact_pages_linkeddomain microsoft.com |
| 2021-09-18 |
insert index_pages_linkeddomain microsoft.com |
| 2021-09-18 |
insert management_pages_linkeddomain microsoft.com |
| 2021-09-18 |
insert terms_pages_linkeddomain microsoft.com |
| 2021-06-13 |
insert ceo Robert Kincade |
| 2021-06-13 |
insert otherexecutives Lory Wessel |
| 2021-06-13 |
insert otherexecutives Steven Roorda |
| 2021-06-13 |
insert email bs..@stonebridgecap.com |
| 2021-06-13 |
insert management_pages_linkeddomain finance-commerce.com |
| 2021-06-13 |
insert person Brad Stone |
| 2021-06-13 |
update person_description Allyse P. Rogers => Allyse Rogers |
| 2021-06-13 |
update person_description Cathi L. Schmidt => Cathi Schmidt |
| 2021-06-13 |
update person_description Dan E. Laufenberg => Dan Laufenberg |
| 2021-06-13 |
update person_description David A. Eckenrode => David Eckenrode |
| 2021-06-13 |
update person_description Derrick J. Watson => Derrick Watson |
| 2021-06-13 |
update person_description Gauri B. Jadhav => Gauri Jadhav |
| 2021-06-13 |
update person_description Heidi L. Hukriede => Heidi Hukriede |
| 2021-06-13 |
update person_description Jeff H. Brimm => Jeff Brimm |
| 2021-06-13 |
update person_description Jessica D. Joyce => Jessica Joyce |
| 2021-06-13 |
update person_description John K. Schonberg => John Schonberg |
| 2021-06-13 |
update person_description Jon F. Lynn => Jon Lynn |
| 2021-06-13 |
update person_description Lory R. Wessel => Lory Wessel |
| 2021-06-13 |
update person_description Michael J. Dashner => Michael Dashner |
| 2021-06-13 |
update person_description Michelle L. Terkoski => Michelle Terkoski |
| 2021-06-13 |
update person_description Mitchell D. Cornelsen => Mitchell Cornelsen |
| 2021-06-13 |
update person_description Patrick R. Kincade => Patrick Kincade |
| 2021-06-13 |
update person_description Rachel P. Nault => Rachel Nault |
| 2021-06-13 |
update person_description Robert A. Kincade => Robert Kincade |
| 2021-06-13 |
update person_description Ronald C. Hume => Ronald Hume |
| 2021-06-13 |
update person_description Royce N. Nies => Royce Nies |
| 2021-06-13 |
update person_description Ryan D. Medhaug => Ryan Medhaug |
| 2021-06-13 |
update person_description Scott M. Shinnick => Scott Shinnick |
| 2021-06-13 |
update person_description Steven B. Roorda => Steven Roorda |
| 2021-06-13 |
update person_title Cathi Schmidt: Compliance & Performance Administrator => Performance & Compliance Manager |
| 2021-06-13 |
update person_title David Eckenrode: Portfolio Manager and Founder of the Stonebridge Michigan; Director of Equity Management & Portfolio Manager; Member of the Investment Review Committee; Head of the Stonebridge Research Committee => Founder of the Stonebridge Michigan; Portfolio Manager |
| 2021-06-13 |
update person_title Jessica Joyce: Sales & Trading Associate => Senior Equity Trader |
| 2021-06-13 |
update person_title Jon Lynn: Senior Analyst; Portfolio Manager => Director of Fixed Income, Portfolio Manager |
| 2021-06-13 |
update person_title Lory Wessel: Director of Advisory Relationships => Chief Administrative Officer; Chief Administrative Officer, Director of Advisory Relationships |
| 2021-06-13 |
update person_title Michelle Terkoski: Client Service; Key Member of the Client Service Team => Client Relations Administrator; Administrator and Member of the Client Service Team |
| 2021-06-13 |
update person_title Mitchell Cornelsen: Sales & Client Service Associate => Client Relations Specialist; Member of the Minneapolis Chamber of Commerce; Member of the Sales Team, Marketing Team and Operations Team |
| 2021-06-13 |
update person_title Patrick Kincade: Director of Marketing; Owner of Stonebridge => Member of the St. Paul Chamber of Commerce; Relationship Manager; Director of Marketing |
| 2021-06-13 |
update person_title Rachel Nault: Client Relations Associate => Client Relations Specialist |
| 2021-06-13 |
update person_title Robert Kincade: President; Portfolio Manager => Member of the Minnesota Financial Planning Association; President; Chief Executive Officer |
| 2021-06-13 |
update person_title Scott Shinnick: Fixed Income Trader & Portfolio Manager => Member of the Twin Cities Bond Club; Director of Wealth Management & Portfolio Manager |
| 2021-06-13 |
update person_title Steven Roorda: Senior Analyst; Portfolio Manager => Research and Portfolio Manager for Stonebridge; Portfolio Manager; Director of Research |
| 2021-02-25 |
delete address 6312 S. Fiddlers Green Circle, Suite 300
Greenwood Village, CO, 80111 |
| 2021-02-25 |
insert address 3401 Quebec Street, Suite 6010
Denver, CO 80207 |
| 2021-01-24 |
delete email ch..@stonebridgecap.com |
| 2021-01-24 |
delete email fb..@stonebridgecap.com |
| 2021-01-24 |
delete person Casey S. Hayden |
| 2021-01-24 |
delete person Fletcher M. Blaschko |
| 2020-07-22 |
delete person Raymond E. Hirsch |
| 2020-02-20 |
delete email jv..@stonebridgecap.com |
| 2020-02-20 |
delete index_pages_linkeddomain minnesotabusiness.com |
| 2020-02-20 |
delete person Joan M. Vranek |
| 2020-02-20 |
delete phone 720-550-1152 |
| 2020-02-20 |
insert email ch..@stonebridgecap.com |
| 2020-02-20 |
insert email rn..@stonebridgecap.com |
| 2020-02-20 |
insert index_pages_linkeddomain bizjournals.com |
| 2020-02-20 |
insert index_pages_linkeddomain finance-commerce.com |
| 2020-02-20 |
insert person Casey S. Hayden |
| 2020-02-20 |
insert person Rachel P. Nault |
| 2020-02-20 |
update person_title Allyse P. Rogers: Key Member; Operations & Client Service Specialist => Key Member; Director of Client Relations |
| 2019-12-19 |
update person_description Gauri B. Jadhav => Gauri B. Jadhav |
| 2019-09-18 |
delete address 2550 University Ave W Suite 180 South St. Paul, MN 55114 |
| 2019-09-18 |
delete address 2550 University Avenue West Suite 180 South
St. Paul , MN 55114 |
| 2019-09-18 |
insert address 2550 University Ave W Suite 455 South St. Paul, MN 55114 |
| 2019-09-18 |
insert address 2550 University Avenue West Suite 455 South
St. Paul , MN 55114 |
| 2019-09-18 |
update primary_contact 2550 University Avenue West Suite 180 South
St. Paul , MN 55114 => 2550 University Avenue West Suite 455 South
St. Paul , MN 55114 |
| 2019-05-17 |
delete phone 720-550-4295 |
| 2019-05-17 |
insert phone 720-550-1152 |
| 2019-04-15 |
insert email fb..@stonebridgecap.com |
| 2019-04-15 |
insert email rm..@stonebridgecap.com |
| 2019-04-15 |
insert person Fletcher M. Blaschko |
| 2019-04-15 |
insert person Ryan D. Medhaug |
| 2019-03-15 |
delete founder Robert A. Kincade |
| 2019-03-15 |
update person_description Allyse P. Rogers => Allyse P. Rogers |
| 2019-03-15 |
update person_description Robert A. Kincade => Robert A. Kincade |
| 2019-03-15 |
update person_title David A. Eckenrode: Portfolio Manager and Founder of the Stonebridge Michigan; Director of Equity Management; Member of the Investment Review Committee; Head of the Stonebridge Research Committee; Portfolio Manager at RWB Capital Management => Portfolio Manager and Founder of the Stonebridge Michigan; Director of Equity Management & Portfolio Manager; Member of the Investment Review Committee; Head of the Stonebridge Research Committee |
| 2019-03-15 |
update person_title Robert A. Kincade: Founder; President; Portfolio Manager => President; Portfolio Manager |
| 2018-09-12 |
update person_description Dan E. Laufenberg => Dan E. Laufenberg |
| 2018-06-16 |
update person_description David A. Eckenrode => David A. Eckenrode |
| 2018-06-16 |
update person_description Robert A. Kincade => Robert A. Kincade |
| 2018-06-16 |
update person_description Royce N. Nies => Royce N. Nies |
| 2018-06-16 |
update robots_txt_status stonebridgecap.com: 404 => 200 |
| 2018-06-16 |
update robots_txt_status www.stonebridgecap.com: 404 => 200 |
| 2018-04-19 |
insert cmo Patrick R. Kincade |
| 2018-04-19 |
insert evp Ronald C. Hume |
| 2018-04-19 |
insert email mt..@stonebridgecap.com |
| 2018-04-19 |
insert person Michelle L. Terkoski |
| 2018-04-19 |
insert person Raymond E. Hirsch |
| 2018-04-19 |
update person_description John K. Schonberg => John K. Schonberg |
| 2018-04-19 |
update person_description Lory R. Wessel => Lory R. Wessel |
| 2018-04-19 |
update person_description Patrick R. Kincade => Patrick R. Kincade |
| 2018-04-19 |
update person_description Ronald C. Hume => Ronald C. Hume |
| 2018-04-19 |
update person_title Lory R. Wessel: Relationship Manager; Advisor => Director of Advisory Relationships |
| 2018-04-19 |
update person_title Patrick R. Kincade: Marketing Associate => Director of Marketing; Owner of Stonebridge |
| 2018-04-19 |
update person_title Ronald C. Hume: Owner; Partner; Portfolio Manager => Executive Vice President; Owner of Stonebridge; Portfolio Manager |
| 2018-03-14 |
delete email so..@stonebridgecap.com |
| 2018-03-14 |
delete person Sue M. Odell |
| 2018-03-14 |
insert about_pages_linkeddomain bdreporting.com |
| 2018-03-14 |
insert career_pages_linkeddomain bdreporting.com |
| 2018-03-14 |
insert contact_pages_linkeddomain bdreporting.com |
| 2018-03-14 |
insert index_pages_linkeddomain bdreporting.com |
| 2018-03-14 |
insert management_pages_linkeddomain bdreporting.com |
| 2018-03-14 |
insert phone 720-550-4295 |
| 2018-03-14 |
insert terms_pages_linkeddomain bdreporting.com |
| 2018-01-29 |
insert address 6312 S. Fiddlers Green Circle, Suite 300
Greenwood Village, CO, 80111 |
| 2017-11-22 |
delete email mc..@stonebridgecao.com |
| 2017-11-22 |
insert email mc..@stonebridgecap.com |
| 2017-10-25 |
delete source_ip 159.203.106.225 |
| 2017-10-25 |
insert source_ip 165.227.250.15 |
| 2017-10-25 |
update person_title Jessica D. Joyce: Trading Administrator => Sales & Trading Associate |
| 2017-10-25 |
update person_title Lory R. Wessel: null => Relationship Manager; Advisor |
| 2017-09-14 |
insert email ar..@stonebridgecap.com |
| 2017-09-14 |
insert email cs..@stonebridgecap.com |
| 2017-09-14 |
insert email gj..@stonebridgecap.com |
| 2017-09-14 |
insert email jj..@stonebridgecap.com |
| 2017-09-14 |
insert email jv..@stonebridgecap.com |
| 2017-09-14 |
insert email mc..@stonebridgecao.com |
| 2017-09-14 |
insert email pk..@stonebridgecap.com |
| 2017-09-14 |
insert email so..@stonebridgecap.com |
| 2017-09-14 |
insert email sr..@stonebridgecap.com |
| 2017-09-14 |
insert person Allyse P. Rogers |
| 2017-09-14 |
insert person Cathi L. Schmidt |
| 2017-09-14 |
insert person Gauri B. Jadhav |
| 2017-09-14 |
insert person Jessica D. Joyce |
| 2017-09-14 |
insert person Joan M. Vranek |
| 2017-09-14 |
insert person Lory R. Wessel |
| 2017-09-14 |
insert person Mitchell D. Cornelsen |
| 2017-09-14 |
insert person Patrick R. Kincade |
| 2017-09-14 |
insert person Steven B. Roorda |
| 2017-09-14 |
insert person Sue M. Odell |
| 2017-07-06 |
insert otherexecutives Jeff H. Brimm |
| 2017-07-06 |
delete phone +1 (800) 317-1127 |
| 2017-07-06 |
insert address 114 Canfield Place
A-6
Hendersonville, TN, 37075 |
| 2017-07-06 |
insert email jb..@stonebridgecap.com |
| 2017-07-06 |
insert person Jeff H. Brimm |
| 2017-07-06 |
insert phone 615-265-4975 |
| 2017-07-06 |
update person_description Robert A. Kincade => Robert A. Kincade |
| 2017-05-20 |
delete source_ip 198.89.125.8 |
| 2017-05-20 |
insert source_ip 159.203.106.225 |
| 2017-05-20 |
update person_description David A. Eckenrode => David A. Eckenrode |
| 2017-05-20 |
update person_description Derrick J. Watson => Derrick J. Watson |
| 2017-03-21 |
delete source_ip 67.134.216.174 |
| 2017-03-21 |
insert source_ip 198.89.125.8 |
| 2015-10-23 |
delete contact_pages_linkeddomain laufenbergquarterly.com |
| 2015-10-23 |
insert email dw..@stonebridgecap.com |
| 2015-10-23 |
insert person Derrick Watson |
| 2015-03-04 |
delete email dn..@stonebridgecap.com |
| 2015-03-04 |
delete person Dennis Nielsen |
| 2015-03-04 |
update person_description Ronald Hume => Ronald Hume |
| 2015-03-04 |
update person_title Ronald Hume: Principal; Portfolio Manager => Partner; Portfolio Manager |
| 2014-10-07 |
insert personal_emails ra..@yahoo.com |
| 2014-10-07 |
delete email rh..@stonebridgecap.com |
| 2014-10-07 |
insert email ra..@yahoo.com |
| 2014-05-29 |
insert email jl..@stonebridgecap.com |
| 2014-05-29 |
insert email ss..@stonebridgecap.com |
| 2014-05-29 |
insert person Jon Lynn |
| 2014-05-29 |
insert person Scott Shinnick |
| 2014-05-29 |
insert phone 651-251-3633 |
| 2014-05-29 |
insert phone 651-251-3638 |
| 2014-05-01 |
delete index_pages_linkeddomain financialcontent.com |
| 2014-05-01 |
insert email hn..@stonebridgecap.com |