| Date | Description |
|---|
| 2024-04-03 |
delete management_pages_linkeddomain secondsaturdayeastbay.org |
| 2024-04-03 |
delete management_pages_linkeddomain securian.com |
| 2024-04-03 |
delete person Angela King |
| 2024-04-03 |
insert management_pages_linkeddomain secondsaturdayeastbayarea.org |
| 2024-04-03 |
insert person Angela Bessiere |
| 2024-04-03 |
insert person Justin Ward |
| 2024-04-03 |
update person_description Tyler Bailey => Tyler Bailey |
| 2024-04-03 |
update person_title Tyler Bailey: Financial Planning Associate; in 2022 As a Member => Associate; Member of the Financial Planning Team Working With Summit; Advisor |
| 2024-04-03 |
update person_title Veronica Sandoval: Marketing Assistant => Marketing Consultant |
| 2023-10-13 |
delete person Laurie Murthy |
| 2023-09-05 |
insert management_pages_linkeddomain csueastbay.edu |
| 2023-09-05 |
update person_description Cristina Holloway => Cristina Holloway |
| 2023-09-05 |
update person_description David Moe => David Moe |
| 2023-09-05 |
update person_description Veronica Sandoval => Veronica Sandoval |
| 2023-06-18 |
delete coo Erin Haubner |
| 2023-06-18 |
delete otherexecutives Tiffany Taylor |
| 2023-06-18 |
delete person Teresa Hookey |
| 2023-06-18 |
delete phone 1-800-820-4205 |
| 2023-06-18 |
insert contact_pages_linkeddomain raymondjames.com |
| 2023-06-18 |
insert index_pages_linkeddomain raymondjames.com |
| 2023-06-18 |
insert management_pages_linkeddomain raymondjames.com |
| 2023-06-18 |
insert person Raymond James |
| 2023-06-18 |
update person_description Jay Gilson => Jay Gilson |
| 2023-06-18 |
update person_title Angela King: Marketing Manager => Marketing Manager, SFG, Marketing Consultant, RJFS |
| 2023-06-18 |
update person_title Breanne Powers: Business Operations Manager for Summit; Business Operations Manager => Business Systems Manager for Summit; Business Systems Manager, SFG, Branch Operations, RJFS |
| 2023-06-18 |
update person_title Cindy Loeffler: Practice Manager => Client Services Coordinator |
| 2023-06-18 |
update person_title Cristina Holloway: New Business Coordinator => Client Services Coordinator |
| 2023-06-18 |
update person_title David Moe: New Business Coordinator => Client Services Coordinator |
| 2023-06-18 |
update person_title Erin Haubner: Director of Operations at Summit; Director of Operations => Director of Operations at Summit; Director of Operations, SFG, Branch Operations, RJFS |
| 2023-06-18 |
update person_title Heather Curtis: Practice Manager => Client Services Coordinator |
| 2023-06-18 |
update person_title Jeffrey Lee: Practice Manager; Practice Manager for Robert Avey; Registered Representative and Investment Advisor => Client Services Coordinator |
| 2023-06-18 |
update person_title Jennifer Zednick: Practice Assistant; Executive Practice Assistant => Client Services Coordinator |
| 2023-06-18 |
update person_title Julie Pelletier: Registered Representative of Securian Financial Services; Retirement Plan Specialist => Retirement Plan Consultant |
| 2023-06-18 |
update person_title Kari Jeha: Practice Assistant => Client Services Coordinator |
| 2023-06-18 |
update person_title Keith Campbell: Manager of Compliance and Trading; Registered Representative, Investment => Manager of Compliance, SFG, Investment Strategist, RJFS |
| 2023-06-18 |
update person_title Kimberly Horikoshi: Practice Manager => Client Services Coordinator |
| 2023-06-18 |
update person_title Laurie Murthy: Practice Manager for Nathan Bennett; Practice Manager, Client Services Lead => Practice Manager for Nathan Bennett; Client Services Lead |
| 2023-06-18 |
update person_title Monika Orrey: Practice Manager for Vanessa Savage; Practice Manager => Client Services Coordinator for Vanessa Savage; Client Services Coordinator |
| 2023-06-18 |
update person_title Nancy McMillin: Executive Assistant for Nathan Bennett; Executive Assistant => Executive Assistant, SFG, Administrative Assistant, RJFS; Executive Assistant for Nathan Bennett |
| 2023-06-18 |
update person_title Susan Bonde: Client Services Associate; Front Desk / Client Services Associate => Front Desk Coordinator, SFG, Client Services Associate, RJFS |
| 2023-06-18 |
update person_title Tiffany Taylor: Director of Development => Director of Development, SFG, Branch Operations, RJFS / Marketing; Director of Development, SFG, Branch Operations, RJFS |
| 2023-06-18 |
update person_title Veronica Sandoval: Marketing Specialist => Marketing Assistant |
| 2023-04-25 |
update person_description Nik Linton => Nik Linton |
| 2023-03-24 |
delete person Tami Miceli |
| 2023-03-24 |
insert person Nancy McMillin |
| 2023-03-24 |
update person_description Rachael Kepke => Rachael Kepke |
| 2023-03-24 |
update person_title Kimberly Horikoshi: Practice Assistant => Practice Manager |
| 2023-01-19 |
delete person Wanda Ladrillono |
| 2023-01-19 |
insert person Susan Bonde |
| 2023-01-19 |
update person_title Heather Curtis: Practice Assistant; Executive Practice Assistant => Practice Manager |
| 2023-01-19 |
update person_title Laurie Murthy: Summit in 2016 As Practice Manager; Practice Manager => Practice Manager for Nathan Bennett; Practice Manager, Client Services Lead |
| 2022-11-14 |
insert person Tyler Bailey |
| 2022-10-14 |
insert otherexecutives Tiffany Taylor |
| 2022-10-14 |
delete person Janine Keeperman |
| 2022-10-14 |
delete person Jarrad DiMaggio |
| 2022-10-14 |
insert person Tiffany Taylor |
| 2022-10-14 |
update person_description Nik Linton => Nik Linton |
| 2022-09-12 |
delete person Claire Satuito |
| 2022-09-12 |
delete person Veronica Santiago |
| 2022-09-12 |
delete person Wayne C. Deutscher |
| 2022-09-12 |
insert person Susan Sherwood |
| 2022-09-12 |
insert person Veronica Sandoval |
| 2022-06-12 |
delete management_pages_linkeddomain csueastbay.edu |
| 2022-06-12 |
delete person Kimberly Root |
| 2022-06-12 |
insert person Kimberly Horikoshi |
| 2022-06-12 |
update person_description Breanne Powers => Breanne Powers |
| 2022-06-12 |
update person_description Laurie Murthy => Laurie Murthy |
| 2022-06-12 |
update person_description Teresa Hookey => Teresa Hookey |
| 2022-03-12 |
delete person Martha Avey |
| 2022-03-12 |
insert management_pages_linkeddomain csumb.edu |
| 2022-03-12 |
insert person David Moe |
| 2022-03-12 |
update person_description Cody C. Smith => Cody C. Smith |
| 2022-03-12 |
update person_description Evan Zeller => Evan Zeller |
| 2022-03-12 |
update person_description Tami Miceli => Tami Miceli |
| 2022-03-12 |
update person_title Veronica Santiago: Marketing Assistant => Marketing Specialist |
| 2022-03-12 |
update person_title Wanda Ladrillono: Practice Manager, Department Lead => Client Services Team Manager |
| 2021-12-12 |
insert person Evan Zeller |
| 2021-12-12 |
insert person Jarrad DiMaggio |
| 2021-12-12 |
insert person Jennifer Zednick |
| 2021-12-12 |
insert person Wayne C. Deutscher |
| 2021-09-09 |
delete person Odette Givens |
| 2021-09-09 |
insert person Claire Satuito |
| 2021-09-09 |
insert person Julie Pelletier |
| 2021-08-09 |
delete person Nicole Suydam |
| 2021-07-09 |
insert management_pages_linkeddomain children.org |
| 2021-07-09 |
insert person Heather Curtis |
| 2021-07-09 |
insert person Odette Givens |
| 2021-07-09 |
update person_description Veronica Santiago => Veronica Santiago |
| 2021-07-09 |
update person_description Wanda Ladrillono => Wanda Ladrillono |
| 2021-06-06 |
update person_description Donald Ledoux => Donald Ledoux |
| 2021-04-10 |
delete email je..@summitadvisors.com |
| 2021-04-10 |
delete person Angel Barrientos |
| 2021-04-10 |
insert email je..@summitadvisors.com |
| 2021-01-29 |
insert management_pages_linkeddomain sjsu.edu |
| 2021-01-29 |
update person_description Connor Merrigan => Connor Merrigan |
| 2021-01-29 |
update person_description Dash Grammer => Dash Grammer |
| 2021-01-29 |
update person_title Breanne Powers: Accounting Assistant, Front Office Lead; Accounting Assistant => Business Operations Manager |
| 2021-01-29 |
update person_title Connor Merrigan: Financial Planning Associate; Registered Representative and Investment Advisor => Financial Advisor; Advisor; Summit As a Financial Planner |
| 2020-10-07 |
delete person Michael Lahl |
| 2020-10-07 |
insert management_pages_linkeddomain csuchico.edu |
| 2020-10-07 |
insert management_pages_linkeddomain sdsu.edu |
| 2020-10-07 |
insert management_pages_linkeddomain securian.com |
| 2020-10-07 |
insert person Jeffrey Lee |
| 2020-10-07 |
insert person Martha Avey |
| 2020-10-07 |
insert person Robert L. Avey |
| 2020-10-07 |
update person_description Rachael Kepke => Rachael Kepke |
| 2020-07-31 |
delete person Laura Steinbeck |
| 2020-06-30 |
insert source_ip 172.67.73.49 |
| 2020-06-30 |
update person_description Cody C. Smith => Cody C. Smith |
| 2019-12-27 |
insert management_pages_linkeddomain csueastbay.edu |
| 2019-12-27 |
insert person Kimberly Root |
| 2019-12-27 |
insert person Monika Orrey |
| 2019-12-27 |
insert person Nicole Suydam |
| 2019-11-27 |
delete source_ip 104.25.80.5 |
| 2019-11-27 |
delete source_ip 104.25.81.5 |
| 2019-11-27 |
insert source_ip 104.26.6.26 |
| 2019-11-27 |
insert source_ip 104.26.7.26 |
| 2019-11-27 |
update person_description Laurie Murthy => Laurie Murthy |
| 2019-11-27 |
update person_title Angel Barrientos: Client Services Representative; Member of the Client Services Team => Practice Assistant, Manager of Retirement Plan Services |
| 2019-11-27 |
update person_title Breanne Powers: Member of the Operations Team; Accounting and Front Office Lead => Accounting Assistant, Front Office Lead; Accounting Assistant |
| 2019-11-27 |
update person_title Cindy Loeffler: Member of the Client Services Team; Executive Assistant => Practice Manager |
| 2019-11-27 |
update person_title Kari Jeha: Member of the Client Services Team; Executive Assistant => Practice Assistant |
| 2019-11-27 |
update person_title Laurie Murthy: Advisory Practice Assistant; Member of the Client Services Team => Practice Manager |
| 2019-11-27 |
update person_title Wanda Ladrillono: Member of the Client Services Team; Executive Assistant => Practice Manager, Department Lead; Executive Assistant |
| 2019-08-28 |
delete person Kari Brinda |
| 2019-08-28 |
insert person Kari Jeha |
| 2019-07-28 |
delete person Pamela Harris |
| 2019-07-28 |
insert person Dash Grammer |
| 2019-07-28 |
insert person Nik Linton |
| 2019-06-28 |
delete person Ketina Thomas |
| 2019-06-28 |
insert management_pages_linkeddomain lov.org |
| 2019-06-28 |
update person_description Angel Barrientos => Angel Barrientos |
| 2019-05-22 |
update person_description Brendan Noonan => Brendan Noonan |
| 2019-04-21 |
delete source_ip 65.98.217.115 |
| 2019-04-21 |
insert source_ip 104.25.80.5 |
| 2019-04-21 |
insert source_ip 104.25.81.5 |
| 2019-03-22 |
insert person Janine Keeperman |
| 2019-03-22 |
update person_description Tami Miceli => Tami Miceli |
| 2019-03-22 |
update person_title Angela King: Member of the Operations Team; Marketing Coordinator => Member of the Operations Team; Marketing Manager |
| 2019-03-22 |
update person_title Kimberlee Kelso McKinsey: Member of the Operations Team; Communications Manager => Member of the Client Services Team; Executive Assistant |
| 2019-03-22 |
update person_title Tami Miceli: Member of the Client Services Team; Executive Assistant and Registered Representative => Member of the Operations Team; Trading & Investment Specialist |
| 2018-12-16 |
insert person Cindy Loeffler |
| 2018-12-16 |
insert person Veronica Santiago |
| 2018-10-23 |
update website_status FlippedRobots => OK |
| 2018-10-23 |
delete person Nolan Ku |
| 2018-10-23 |
update person_description Gina Morais => Gina Morais |
| 2018-10-23 |
update person_title Connor Merrigan: Financial Planner; Advisor => Financial Planning Associate; Advisor |
| 2018-09-19 |
update website_status OK => FlippedRobots |
| 2018-08-17 |
insert management_pages_linkeddomain roomsofhope.org |
| 2018-08-17 |
insert person Connor Merrigan |
| 2018-08-17 |
insert person Kim Damiani |
| 2018-07-01 |
update person_description Jay Gilson => Jay Gilson |
| 2018-07-01 |
update person_description Steven M. Wilcox => Steven M. Wilcox |
| 2018-03-31 |
update person_title Breanne Powers: Member of the Operations Team; Accounting Coordinator => Member of the Operations Team; Accounting and Front Office Lead |
| 2018-02-10 |
insert management_pages_linkeddomain secondsaturdayeastbay.org |
| 2018-02-10 |
update person_description Jeneen Slack => Jeneen Slack |
| 2018-02-10 |
update person_description Laura Steinbeck => Laura Steinbeck |
| 2017-11-17 |
update person_description Jeneen Slack => Jeneen Slack |
| 2017-07-31 |
delete index_pages_linkeddomain emaplan.com |
| 2017-07-31 |
delete management_pages_linkeddomain emaplan.com |
| 2017-07-03 |
delete person Carmen Piggee |
| 2017-07-03 |
update person_description Nolan Ku => Nolan Ku |
| 2017-07-03 |
update person_description Vanessa L. Savage => Vanessa L. Savage |
| 2017-05-18 |
delete person Monica Lilly |
| 2017-05-18 |
insert person Angela King |
| 2017-05-18 |
insert person Kari Brinda |
| 2017-05-18 |
insert person Ketina Thomas |
| 2017-05-18 |
insert person Pamela Harris |
| 2017-05-18 |
update person_title Carmen Piggee: Member of Summit 's Client Support Team; Member of the Client Services Team; New Accounts Coordinator => New Business Coordinator; Member of Summit 's Client Support Team; Member of the Client Services Team |
| 2017-05-18 |
update person_title Tami Miceli: Member of the Client Services Team; Executive Assistant => Member of the Client Services Team; Executive Assistant and Registered Representative |
| 2017-03-18 |
update website_status Disallowed => OK |
| 2017-03-18 |
delete source_ip 199.59.138.230 |
| 2017-03-18 |
delete source_ip 199.59.136.230 |
| 2017-03-18 |
insert source_ip 65.98.217.115 |
| 2016-07-08 |
update website_status DomainNotFound => Disallowed |
| 2016-05-13 |
update website_status Disallowed => DomainNotFound |
| 2015-08-21 |
update website_status FlippedRobots => Disallowed |
| 2015-08-02 |
update website_status OK => FlippedRobots |
| 2015-04-13 |
delete index_pages_linkeddomain ppl.ug |
| 2015-04-13 |
delete index_pages_linkeddomain vimeo.com |
| 2015-04-13 |
insert index_pages_linkeddomain emeraldconnect.com |
| 2015-04-13 |
insert index_pages_linkeddomain pogoplug.com |
| 2015-03-13 |
update website_status FailedRobots => OK |
| 2015-03-13 |
insert index_pages_linkeddomain ppl.ug |
| 2015-03-13 |
insert index_pages_linkeddomain vimeo.com |
| 2015-02-06 |
update website_status FlippedRobots => FailedRobots |
| 2014-12-28 |
update website_status FailedRobots => FlippedRobots |
| 2014-10-26 |
update website_status FlippedRobots => FailedRobots |
| 2014-09-27 |
update website_status FailedRobots => FlippedRobots |
| 2014-08-20 |
update website_status FlippedRobots => FailedRobots |
| 2014-07-11 |
update website_status OK => FlippedRobots |
| 2014-04-30 |
delete index_pages_linkeddomain constantcontact.com |
| 2014-04-30 |
delete index_pages_linkeddomain summitadvisors.wordpress.com |