APTUS WEALTH PLANNING - History of Changes


DateDescription
2022-09-07 delete coo Shane Weaver
2022-09-07 delete person Reece Smith
2022-09-07 delete person Scott Kubie
2022-09-07 delete person Shane Weaver
2022-09-07 delete source_ip 35.194.29.129
2022-09-07 insert about_pages_linkeddomain t.co
2022-09-07 insert address 7418 Brighton Road Ben Avon, PA 15202
2022-09-07 insert person Scott Budd
2022-09-07 insert phone (888) 321-0808
2022-09-07 insert source_ip 141.193.213.11
2022-09-07 insert source_ip 141.193.213.10
2022-09-07 update person_description Aris Pantelas => Aris Pantelas
2022-09-07 update person_title Aris Pantelas: Client Service Manager => Manager of Client Relations
2022-09-07 update person_title James Kampetis: Wealth Planning Administrative Assistant => CERTIFIED FINANCIAL PLANNER
2022-07-08 delete person T. Patrick Gannon Jr.
2022-07-08 insert person James Kampetis
2022-07-08 insert person Reece Smith
2022-04-07 delete person Katie Anderson
2022-04-07 delete person Vishnu Lekraj
2022-04-07 update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department
2022-03-08 delete management_pages_linkeddomain etf.com
2022-03-08 delete person Alyssa Zuck
2022-03-08 insert management_pages_linkeddomain carsonmx.com
2022-03-08 insert partner_pages_linkeddomain carsonmx.com
2022-03-08 insert person Katie Anderson
2022-03-08 insert person T. Patrick Gannon Jr.
2022-03-08 update person_title Vishnu Lekraj: Co - Portfolio Manager; Portfolio Manager for Carson Group => Co - Portfolio Manager; Co - Portfolio Manager / Research Department; Portfolio Manager for Carson Group
2021-12-07 insert coo Shane Weaver
2021-12-07 delete person Alex Blankenburg
2021-12-07 insert person Shane Weaver
2021-12-07 update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst
2021-09-10 delete person Krista Thompson
2021-09-10 insert address 409 Broad Street Suite 130 Sewickley, PA 15143
2021-09-10 insert person Patrick Carter
2021-09-10 update person_description Meet Sarah => Meet Sarah
2021-08-10 insert person Matt Lewis
2021-08-10 update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist
2021-07-10 delete managingdirector Carson Coaching
2021-07-10 delete person Carson Coaching
2021-07-10 insert person Beth Schanou
2021-07-10 insert person Jake Bleicher
2021-07-10 insert person Meet Patrick
2021-07-10 insert person Meet Ryan
2021-07-10 insert person Meet Sarah
2021-06-08 insert about_pages_linkeddomain ceteraadvisornetworks.com
2021-06-08 insert about_pages_linkeddomain myceterasmartworks.com
2021-06-08 insert about_pages_linkeddomain sipc.org
2021-06-08 insert index_pages_linkeddomain ceteraadvisornetworks.com
2021-06-08 insert index_pages_linkeddomain myceterasmartworks.com
2021-06-08 insert index_pages_linkeddomain sipc.org
2021-06-08 insert management_pages_linkeddomain ceteraadvisornetworks.com
2021-06-08 insert management_pages_linkeddomain myceterasmartworks.com
2021-06-08 insert management_pages_linkeddomain sipc.org
2021-06-08 insert partner_pages_linkeddomain ceteraadvisornetworks.com
2021-06-08 insert partner_pages_linkeddomain myceterasmartworks.com
2021-06-08 insert partner_pages_linkeddomain sipc.org
2021-06-08 insert person Greg DeGennaro
2021-04-14 insert person Josh Russell
2021-04-14 insert person Mike Lawrence
2021-02-19 delete otherexecutives Rick Jaster
2021-02-19 delete person Nick Joyner
2021-02-19 delete person Rick Jaster
2021-02-19 update person_title Vishnu Lekraj: Portfolio Manager for Carson Group; Portfolio Manager => Co - Portfolio Manager; Portfolio Manager for Carson Group
2021-01-19 delete general_emails in..@aptuswealthplanning.com
2021-01-19 delete personal_emails ra..@aptuswealthplanning.com
2021-01-19 delete personal_emails su..@aptuswealthplanning.com
2021-01-19 delete address 409 Broad Street Suite 130 Sewickley, PA 15143
2021-01-19 delete email ar..@aptuswealthplanning.com
2021-01-19 delete email he..@aptuswealthplanning.com
2021-01-19 delete email in..@aptuswealthplanning.com
2021-01-19 delete email ra..@aptuswealthplanning.com
2021-01-19 delete email su..@aptuswealthplanning.com
2021-01-19 delete fax (412) 324-2045
2021-01-19 delete fax (412) 904-2018
2021-01-19 delete index_pages_linkeddomain ceteraadvisornetworks.com
2021-01-19 delete index_pages_linkeddomain myceterasmartworks.com
2021-01-19 delete index_pages_linkeddomain sipc.org
2021-01-19 delete index_pages_linkeddomain thefiduciaryinstitute.org
2021-01-19 delete management_pages_linkeddomain ceteraadvisornetworks.com
2021-01-19 delete management_pages_linkeddomain myceterasmartworks.com
2021-01-19 delete management_pages_linkeddomain sipc.org
2021-01-19 delete management_pages_linkeddomain thefiduciaryinstitute.org
2021-01-19 delete person Beth Schanou
2021-01-19 delete person Brett Murray
2021-01-19 delete person Chris Oppliger
2021-01-19 delete person Jake Bleicher
2021-01-19 delete person Jeff Harris
2021-01-19 insert management_pages_linkeddomain heartlandgsrescue.org
2021-01-19 insert person Forbes Best-in-State
2021-01-19 insert person Sonu Varghese
2021-01-19 insert person Vishnu Lekraj
2021-01-19 update person_description Alyssa Zuck => Alyssa Zuck
2021-01-19 update person_description Aris Pantelas => Aris Pantelas
2021-01-19 update person_description Ray Hayes => Ray Hayes
2020-09-30 insert person Aris Pantelas
2020-09-30 update person_title Brett Murray: Wealth Planning Administrator => Paraplanner; Member of the Advanced Solutions Team
2020-07-23 delete person Patrick Carter
2020-07-23 update person_description Carson Coaching => Carson Coaching
2020-07-23 update person_description Jamie P. Hopkins => Jamie Hopkins
2020-06-21 update person_title Alyssa Zuck: Trading Specialist, Registered Rep => Trade Operations Analyst
2020-06-21 update person_title Kellie L. Duffy: Senior Trader, Registered Rep => Senior Trade Operations Analyst
2020-03-21 delete person Russ Van Belle
2020-03-21 update person_title Jeff Harris: Mergers & Acquisitions Analyst => Senior Mergers & Acquisitions Analyst
2020-01-19 insert person Michael Gruidel
2019-12-18 insert person Russ Van Belle
2019-11-17 insert person Drew Reisdorff
2019-11-17 insert person Krista Thompson
2019-10-18 delete index_pages_linkeddomain forbes.com
2019-10-18 insert person Beth Schanou
2019-10-18 insert person Brett Murray
2019-10-18 insert person Kellie L. Duffy
2019-10-18 insert person Kevin Zlomke
2019-09-17 delete index_pages_linkeddomain deloitte.com
2019-09-17 delete index_pages_linkeddomain onefpa.org
2019-09-17 insert index_pages_linkeddomain forbes.com
2019-08-17 insert index_pages_linkeddomain deloitte.com
2019-08-17 insert person Alex Blankenburg
2019-08-17 insert person Jordan Pieper
2019-08-17 insert person Kaleigh Sanders
2019-08-17 insert person Matthew (Matt) Smith
2019-08-17 update person_title Alyssa Zuck: Trading Specialist => Trading Specialist, Registered Rep
2019-08-17 update person_title Jeff Harris: Trading Operations Analyst => Mergers & Acquisitions Analyst
2019-07-17 insert index_pages_linkeddomain onefpa.org
2019-07-17 insert person Saumen Chattopadhyay
2019-06-17 delete ceo Paul West
2019-06-17 delete otherexecutives Steve Synowicki
2019-06-17 delete otherexecutives Tyler Schlumpf
2019-06-17 delete person Beth Schanou
2019-06-17 delete person Derek Radcliffe
2019-06-17 delete person Derek Vanosdall
2019-06-17 delete person Ducky Radik
2019-06-17 delete person Jeannie Juarez
2019-06-17 delete person Lantz Hunt
2019-06-17 delete person Nick Guarino
2019-06-17 delete person Paul West
2019-06-17 delete person Pete Mullen
2019-06-17 delete person Steve Synowicki
2019-06-17 delete person Tyler Schlumpf
2019-06-17 insert about_pages_linkeddomain amazonaws.com
2019-06-17 insert career_pages_linkeddomain amazonaws.com
2019-06-17 insert contact_pages_linkeddomain amazonaws.com
2019-06-17 insert index_pages_linkeddomain amazonaws.com
2019-06-17 insert management_pages_linkeddomain amazonaws.com
2019-06-17 insert service_pages_linkeddomain amazonaws.com
2019-05-17 insert coo Heather McGrath
2019-05-17 delete index_pages_linkeddomain countryliving.com
2019-05-17 delete person Bob Wellman
2019-05-17 insert person Ryan Yamada
2019-05-17 update person_title Heather McGrath: Director of First Impressions => Director of Operations
2019-05-17 update person_title Ray Hayes: Manager of Client Relations => Director of Client Relations
2019-04-15 delete person Scott Ford
2019-04-15 insert index_pages_linkeddomain countryliving.com
2019-03-06 delete index_pages_linkeddomain cloudfront.net
2019-03-06 update person_description Tyler Schlumpf => Tyler Schlumpf
2019-03-06 update person_title Patrick Sittner: Portfolio Consultant => Portfolio Strategist
2019-03-06 update person_title Todd Knott: Director of Trading => Senior Institutional Trader
2019-02-01 insert index_pages_linkeddomain cloudfront.net
2018-12-28 delete source_ip 69.20.113.72
2018-12-28 insert source_ip 35.194.29.129
2018-11-09 delete person Quin Kilgore
2018-11-09 delete person Rob Furlong
2018-11-09 insert index_pages_linkeddomain kiplinger.com
2018-10-05 delete ceo Aaron Schaben
2018-10-05 delete chro Kelsey Ruwe
2018-10-05 delete coo Teri Shepherd
2018-10-05 delete evp Aaron Schaben
2018-10-05 delete email bw..@carsonwealth.com
2018-10-05 delete person Aaron Schaben
2018-10-05 delete person Kelsey Ruwe
2018-10-05 delete person Teri Shepherd
2018-09-01 delete cmo Minna Burns
2018-09-01 insert ceo Paul West
2018-09-01 delete about_pages_linkeddomain carsoninstitutional.com
2018-09-01 delete career_pages_linkeddomain carsoninstitutional.com
2018-09-01 delete contact_pages_linkeddomain carsoninstitutional.com
2018-09-01 delete email bc..@carsonwealth.com
2018-09-01 delete email jj..@carsoninstitutional.com
2018-09-01 delete email tk..@carsonwealth.com
2018-09-01 delete index_pages_linkeddomain carsoninstitutional.com
2018-09-01 delete management_pages_linkeddomain carsoninstitutional.com
2018-09-01 delete partner Relative Value Fund
2018-09-01 delete partner_pages_linkeddomain carsoninstitutional.com
2018-09-01 delete person Ben Goethel
2018-09-01 delete person Cody Augustus
2018-09-01 delete person Kari Slattery
2018-09-01 delete person Melissa Mroczek
2018-09-01 delete person Minna Burns
2018-09-01 delete service_pages_linkeddomain carsoninstitutional.com
2018-09-01 delete service_pages_linkeddomain pestaandpesta.com
2018-09-01 insert about_pages_linkeddomain carsongroup.com
2018-09-01 insert career_pages_linkeddomain carsongroup.com
2018-09-01 insert contact_pages_linkeddomain carsongroup.com
2018-09-01 insert email jj..@carsongroup.com
2018-09-01 insert index_pages_linkeddomain carsongroup.com
2018-09-01 insert management_pages_linkeddomain carsongroup.com
2018-09-01 insert partner_pages_linkeddomain carsongroup.com
2018-09-01 insert person Alyssa Zuck
2018-09-01 insert person Erin Wood
2018-09-01 insert person Jeff Harris
2018-09-01 insert person Nick Guarino
2018-09-01 insert person Nick Joyner
2018-09-01 insert person Patrick Sittner
2018-09-01 insert person Paul West
2018-09-01 insert person Pete Mullen
2018-09-01 insert person Rick Jaster
2018-09-01 insert service_pages_linkeddomain carsongroup.com
2018-06-11 insert partner Relative Value Fund
2018-06-11 update person_title Cody Augustus: Compliance Analyst => Regional Compliance Manager
2018-04-16 delete otherexecutives Don Hagan
2018-04-16 delete otherexecutives Mark Lookabill
2018-04-16 delete person Don Hagan
2018-04-16 delete person Mark Lookabill
2018-04-16 update person_title Minna Burns: Director of Consumer Marketing; Director of Marketing => Director of Marketing; Vice President, Consumer Marketing
2018-03-06 delete email rf..@carsonwealth.com
2018-03-06 update person_title Quin Kilgore: Director of Partner Experience and Engagement => Director of Product Management and Support
2018-02-03 insert general_emails in..@aptuswealthplanning.com
2018-02-03 delete index_pages_linkeddomain usnews.com
2018-02-03 insert address 409 Broad Street Suite 130 Sewickley, PA 15143
2018-02-03 insert email in..@aptuswealthplanning.com
2018-02-03 insert fax (412) 324-2045
2018-02-03 insert fax (412) 904-2018
2018-02-03 insert phone (412) 324-2044
2018-02-03 update person_title Derek Radcliffe: Operations Associate => Licensing Coordinator
2017-12-25 insert evp Aaron Schaben
2017-12-25 update person_description Cody Augustus => Cody Augustus
2017-12-25 update person_title Aaron Schaben: Managing Partner => Executive Vice President; Managing Partner
2017-10-20 delete cfo Teri Shepherd
2017-10-20 update person_title Teri Shepherd: CFO; Chief Financial Officer and Chief Operations Officer at Carson Wealth; COO => Chief Operating Officer; Chief Operating Officer at Carson Wealth
2017-09-09 insert cfo Teri Shepherd
2017-09-09 insert coo Teri Shepherd
2017-09-09 delete email as..@carsoninstitutional.com
2017-09-09 delete email bg..@carsonwealth.com
2017-09-09 delete email ca..@carsonwealth.com
2017-09-09 delete email co..@carsonwealth.com
2017-09-09 delete email dr..@carsonwealth.com
2017-09-09 delete email dr..@carsoninstitutional.com
2017-09-09 delete email dv..@carsoninstitutional.com
2017-09-09 delete email es..@carsonwealth.com
2017-09-09 delete email jb..@carsonwealth.com
2017-09-09 delete email kr..@carsonwealth.com
2017-09-09 delete email ks..@carsoninstitutional.com
2017-09-09 delete email lh..@carsonwealth.com
2017-09-09 delete email mb..@carsoninstitutional.com
2017-09-09 delete email ml..@carsonwealth.com
2017-09-09 delete email mm..@carsoninstitutional.com
2017-09-09 delete email mp..@carsonwealth.com
2017-09-09 delete email pc..@carsonwealth.com
2017-09-09 delete email qk..@carsoninstitutional.com
2017-09-09 delete email sc..@cornerstonewealthgroup.com
2017-09-09 delete email ss..@carsoninstitutional.com
2017-09-09 delete email ts..@carsoninstitutional.com
2017-09-09 delete email ts..@carsonwealth.com
2017-09-09 delete person Becky Vicarius
2017-09-09 insert person Jessica Golson
2017-09-09 update person_description Aaron Schaben => Aaron Schaben
2017-09-09 update person_title Aaron Schaben: Managing Partner Carson Institutional Alliance => Managing Partner
2017-09-09 update person_title Melissa Mroczek: Marketing Manager => Director of Advisor Marketing
2017-09-09 update person_title Minna Burns: Director of Marketing => Director of Consumer Marketing; Director of Marketing
2017-09-09 update person_title Quin Kilgore: Business Systems Manager => Director of Partner Experience and Engagement
2017-09-09 update person_title Teri Shepherd: CFO, COO, CCO Carson Institutional Alliance => CFO; Chief Financial Officer and Chief Operations Officer at Carson Wealth; COO
2017-07-04 delete otherexecutives Matthew Johnson
2017-07-04 delete person Matthew Johnson
2017-07-04 insert about_pages_linkeddomain sipc.org
2017-07-04 insert career_pages_linkeddomain sipc.org
2017-07-04 insert client_pages_linkeddomain sipc.org
2017-07-04 insert contact_pages_linkeddomain sipc.org
2017-07-04 insert index_pages_linkeddomain sipc.org
2017-07-04 insert management_pages_linkeddomain sipc.org
2017-07-04 insert person Patrick Carter
2017-07-04 insert service_pages_linkeddomain sipc.org
2017-05-18 delete management_pages_linkeddomain allianceforrias.com
2017-05-18 delete person Mike Schudel
2017-05-18 insert about_pages_linkeddomain thefiduciaryinstitute.org
2017-05-18 insert career_pages_linkeddomain thefiduciaryinstitute.org
2017-05-18 insert client_pages_linkeddomain thefiduciaryinstitute.org
2017-05-18 insert contact_pages_linkeddomain thefiduciaryinstitute.org
2017-05-18 insert index_pages_linkeddomain thefiduciaryinstitute.org
2017-05-18 insert management_pages_linkeddomain thefiduciaryinstitute.org
2017-05-18 insert service_pages_linkeddomain thefiduciaryinstitute.org
2017-05-18 update person_description Neal McGrath => Neal McGrath
2017-05-18 update person_description Ron Carson => Ron Carson
2017-03-18 insert index_pages_linkeddomain usnews.com
2017-02-10 delete about_pages_linkeddomain sipc.org
2017-02-10 delete career_pages_linkeddomain sipc.org
2017-02-10 delete client_pages_linkeddomain myaccountviewonline.com
2017-02-10 delete client_pages_linkeddomain sipc.org
2017-02-10 delete contact_pages_linkeddomain sipc.org
2017-02-10 delete email dr..@carsonwealth.com
2017-02-10 delete index_pages_linkeddomain sipc.org
2017-02-10 delete management_pages_linkeddomain sipc.org
2017-02-10 delete service_pages_linkeddomain sipc.org
2017-02-10 insert about_pages_linkeddomain ceteraadvisornetworks.com
2017-02-10 insert about_pages_linkeddomain myceterasmartworks.com
2017-02-10 insert career_pages_linkeddomain ceteraadvisornetworks.com
2017-02-10 insert career_pages_linkeddomain myceterasmartworks.com
2017-02-10 insert client Cetera Advisor Networks LLC
2017-02-10 insert client_pages_linkeddomain ceteraadvisornetworks.com
2017-02-10 insert client_pages_linkeddomain fidelity.com
2017-02-10 insert client_pages_linkeddomain myceterasmartworks.com
2017-02-10 insert client_pages_linkeddomain netxinvestor.com
2017-02-10 insert contact_pages_linkeddomain ceteraadvisornetworks.com
2017-02-10 insert contact_pages_linkeddomain myceterasmartworks.com
2017-02-10 insert email dr..@carsoninstitutional.com
2017-02-10 insert index_pages_linkeddomain ceteraadvisornetworks.com
2017-02-10 insert index_pages_linkeddomain myceterasmartworks.com
2017-02-10 insert management_pages_linkeddomain ceteraadvisornetworks.com
2017-02-10 insert management_pages_linkeddomain myceterasmartworks.com
2017-02-10 insert service_pages_linkeddomain ceteraadvisornetworks.com
2017-02-10 insert service_pages_linkeddomain myceterasmartworks.com
2017-02-10 update person_description Jake Bleicher => Jake Bleicher
2017-02-10 update person_description Mark Petersen => Mark Petersen
2017-02-10 update person_description Mike Schudel => Mike Schudel
2017-01-03 delete cco Teri Shepherd
2017-01-03 delete cfo Teri Shepherd
2017-01-03 delete coo Teri Shepherd
2017-01-03 update person_title Aaron Schaben: Managing Partner => Managing Partner Carson Institutional Alliance
2017-01-03 update person_title Teri Shepherd: CFO; CCO; COO => CFO, COO, CCO Carson Institutional Alliance
2017-01-03 update person_title Todd Knott: Trading Manager => Director of Trading
2016-11-28 delete person Micah Schmidt
2016-10-15 update person_description Minna Burns => Minna Burns
2016-10-15 update person_description Ron Carson => Ron Carson
2016-09-17 update website_status FlippedRobots => OK
2016-09-17 delete fax (412) 904-2018
2016-09-17 delete index_pages_linkeddomain advisorclient.com
2016-09-17 delete index_pages_linkeddomain amazonaws.com
2016-09-17 delete index_pages_linkeddomain contentres.com
2016-09-17 delete index_pages_linkeddomain emaplan.com
2016-09-17 delete index_pages_linkeddomain google.com
2016-09-17 delete index_pages_linkeddomain myaccountviewonline.com
2016-09-17 delete source_ip 107.21.121.170
2016-09-17 delete source_ip 23.21.52.68
2016-09-17 delete source_ip 50.16.240.40
2016-09-17 insert index_pages_linkeddomain carsoninstitutional.com
2016-09-17 insert index_pages_linkeddomain finra.org
2016-09-17 insert index_pages_linkeddomain sec.gov
2016-09-17 insert index_pages_linkeddomain sipc.org
2016-09-17 insert source_ip 69.20.113.72
2016-08-29 update website_status FailedRobotsLimitReached => FlippedRobots
2016-04-29 update website_status FailedRobots => FailedRobotsLimitReached
2016-01-12 update website_status FailedRobotsLimitReached => FailedRobots
2015-05-16 update website_status FailedRobots => FailedRobotsLimitReached
2015-02-16 update website_status OK => FailedRobots
2014-12-14 insert chieflegalofficer Brian Hoffman
2014-12-14 insert cmo Minna Burns
2014-12-14 insert cto Ben Mathis
2014-12-14 insert otherexecutives Ruth Howell
2014-12-14 delete person Maxwell Carozza
2014-12-14 insert person Aaron Schaben
2014-12-14 insert person Becky Vicarius
2014-12-14 insert person Ben Mathis
2014-12-14 insert person Brian Hoffman
2014-12-14 insert person Derek Radcliffe
2014-12-14 insert person Jeannie Juarez
2014-12-14 insert person Kelsey Ruwe
2014-12-14 insert person Lantz Hunt
2014-12-14 insert person Minna Burns
2014-12-14 insert person Quin Kilgore
2014-12-14 insert person Randy Harrison
2014-12-14 insert person Ruth Howell
2014-12-14 insert person Sherry O'Dowd
2014-10-15 insert person Ben Goethel
2014-10-15 insert person Bob Loewens
2014-10-15 insert person Mike Schudel
2014-08-03 delete source_ip 204.236.235.51
2014-08-03 delete source_ip 54.235.140.140
2014-08-03 insert source_ip 107.21.121.170
2014-08-03 insert source_ip 23.21.52.68
2014-05-04 delete person Brad Grubb
2014-05-04 insert person Don Hagan
2014-04-04 delete source_ip 69.89.67.231
2014-04-04 insert source_ip 54.235.140.140