| Date | Description |
|---|
| 2024-03-08 |
insert cfo Ginger S. Ittenbach |
| 2024-03-08 |
insert coo Katrina Hartsel |
| 2024-03-08 |
insert otherexecutives Bridget Hughes |
| 2024-03-08 |
insert shareholder Ginger S. Ittenbach |
| 2024-03-08 |
insert shareholder Katrina Hartsel |
| 2024-03-08 |
delete career_pages_linkeddomain yahoo.com |
| 2024-03-08 |
delete person Joseph Abraham |
| 2024-03-08 |
delete person Sam Motes |
| 2024-03-08 |
insert management_pages_linkeddomain outlook.com |
| 2024-03-08 |
insert person Angela Jiang |
| 2024-03-08 |
insert person Annie Christian |
| 2024-03-08 |
insert person Brendan Keating |
| 2024-03-08 |
insert person Emily A. Coughlin |
| 2024-03-08 |
insert person Justin Gubser |
| 2024-03-08 |
insert person Kelsie Joos |
| 2024-03-08 |
insert person Max Rowitz |
| 2024-03-08 |
insert person Omar Fallon |
| 2024-03-08 |
insert person Sarah Tenhundfeld |
| 2024-03-08 |
insert person Tyler Hezlep |
| 2024-03-08 |
update person_description Bridget Hughes => Bridget Hughes |
| 2024-03-08 |
update person_description Courtney M. Weber => Courtney M. Weber |
| 2024-03-08 |
update person_description Guy M. Clanton => Guy M. Clanton |
| 2024-03-08 |
update person_title Angie Moore: Tax Associate => Tax Sr. Associate |
| 2024-03-08 |
update person_title August Hemmerich: Financial Planning Associate => Financial Planner |
| 2024-03-08 |
update person_title Ben Pantalone: Investment Associate => Investment Sr. Associate |
| 2024-03-08 |
update person_title Braden Lieungh: Wealth Advisor Associate => Wealth Advisor Sr. Associate |
| 2024-03-08 |
update person_title Brian Keating: Wealth Advisor Associate => Wealth Advisor Sr. Associate |
| 2024-03-08 |
update person_title Bridget Hughes: Client Services Manager => Director of Client Services |
| 2024-03-08 |
update person_title Chris Veddern: Tax Associate => Tax Sr. Associate |
| 2024-03-08 |
update person_title Courtney M. Weber: Director of Client Relations & Shareholder; CFP® Director of Client Relations & Shareholder => Co - Chief Client Officer & Shareholder; Wealth Advisor; CFP®, CAP® Co - Chief Client Officer & Shareholder |
| 2024-03-08 |
update person_title Crystal Swift: Event Planning Associate => Event Planning Sr. Associate |
| 2024-03-08 |
update person_title Dan Regan: Operations Associate => Operations Sr. Associate |
| 2024-03-08 |
update person_title Danni Romine: Client Service Associate => Client Service Sr. Associate |
| 2024-03-08 |
update person_title Ginger S. Ittenbach: Director of Tax Services & Shareholder => Director of Finance; Shareholder |
| 2024-03-08 |
update person_title Haley Schutzenberger: HR & Benefits Associate => HR & Benefits Sr. Associate |
| 2024-03-08 |
update person_title Hillary Mitchell: Marketing Associate => Marketing Sr. Associate |
| 2024-03-08 |
update person_title Jordan Patrick: Wealth Advisor => Financial Advisor |
| 2024-03-08 |
update person_title Katrina Hartsel: Director of Employee Experience & Shareholder => Chief Operating Officer; Shareholder |
| 2024-03-08 |
update person_title Kimberly Seuberling: Administrative Assistant => Accounting Sr. Associate |
| 2024-03-08 |
update person_title Kyle Dodson: Financial Planning Associate => Financial Advisor |
| 2024-03-08 |
update person_title Laura Maxwell: Wealth Advisor Associate => Wealth Advisor Sr. Associate |
| 2024-03-08 |
update person_title Lynda A. Michael: Marketing & Operations Associate => Employee Experience & Culture Manager |
| 2024-03-08 |
update person_title Nate Johnson: Director of Financial Planning & Shareholder => Co - Chief Client Officer & Shareholder |
| 2024-03-08 |
update person_title Sarah Hayes: Client Service Associate => Client Service Sr. Associate |
| 2024-03-08 |
update person_title Scott Keller: Director of Investment Management & Shareholder => Chief Infrastructure Officer & Shareholder |
| 2024-03-08 |
update person_title Shannon Dowling: Client Service Associate => Client Service Sr. Associate |
| 2024-03-08 |
update person_title Sharon Arnold: Client Service Associate => Client Service Sr. Associate |
| 2024-03-08 |
update person_title Stephanie A. Johnson: Operations Associate => Operations Manager |
| 2024-03-08 |
update person_title Steven Milby: Client Service Associate => Client Service Sr. Associate |
| 2024-03-08 |
update person_title Susie Arling: Client Service Associate => Client Service Sr. Associate |
| 2024-03-08 |
update person_title Will Backscheider: Financial Planning Associate => Financial Planning Sr. Associate |
| 2024-03-08 |
update person_title Zach Bauer: Financial Planning Associate => Financial Planning Sr. Associate |
| 2023-07-29 |
delete person Jason Jones |
| 2023-07-29 |
insert career_pages_linkeddomain yahoo.com |
| 2023-07-29 |
insert person Abby Earls |
| 2023-07-29 |
insert person Braden Lieungh |
| 2023-07-29 |
insert person Jordan Patrick |
| 2023-07-29 |
update person_title Sam Chasnoff: Financial Planner => Wealth Advisor |
| 2023-03-30 |
delete career_pages_linkeddomain moneygeek.com |
| 2023-03-30 |
delete career_pages_linkeddomain rhinevest.com |
| 2023-03-30 |
delete career_pages_linkeddomain time.com |
| 2023-03-30 |
delete contact_pages_linkeddomain rhinevest.com |
| 2023-03-30 |
delete index_pages_linkeddomain rhinevest.com |
| 2023-03-30 |
delete management_pages_linkeddomain rhinevest.com |
| 2023-03-30 |
delete person Brad Felix |
| 2023-03-30 |
delete person Grace Curell |
| 2023-03-30 |
delete service_pages_linkeddomain rhinevest.com |
| 2023-03-30 |
insert career_pages_linkeddomain usecommas.com |
| 2023-03-30 |
insert contact_pages_linkeddomain usecommas.com |
| 2023-03-30 |
insert index_pages_linkeddomain usecommas.com |
| 2023-03-30 |
insert management_pages_linkeddomain usecommas.com |
| 2023-03-30 |
insert person Chris Hess |
| 2023-03-30 |
insert person Crystal Swift |
| 2023-03-30 |
insert person Eric Abner |
| 2023-03-30 |
insert person Haley Schutzenberger |
| 2023-03-30 |
insert person Sydnie Schell |
| 2023-03-30 |
insert service_pages_linkeddomain usecommas.com |
| 2023-03-30 |
update person_description Dan Regan => Dan Regan |
| 2023-03-30 |
update person_title Steven Milby: Wealth Advisor Associate => Client Service Associate |
| 2023-01-09 |
delete career_pages_linkeddomain fortune.com |
| 2023-01-09 |
delete career_pages_linkeddomain gobankingrates.com |
| 2023-01-09 |
delete person Dejah N. Gay |
| 2023-01-09 |
insert career_pages_linkeddomain moneygeek.com |
| 2023-01-09 |
insert career_pages_linkeddomain time.com |
| 2023-01-09 |
update person_title Hillary Mitchell: Digital Marketing Associate => Marketing Associate |
| 2023-01-09 |
update person_title Nick Edwards: Portfolio Associate => Portfolio Manager |
| 2023-01-09 |
update person_title Sam Chasnoff: Financial Planning Associate => Financial Planner |
| 2023-01-09 |
update person_title Shelly Bailey: Estate Associate => Estate Planner |
| 2022-11-03 |
insert career_pages_linkeddomain fortune.com |
| 2022-11-03 |
insert career_pages_linkeddomain taxcaddy.com |
| 2022-11-03 |
insert contact_pages_linkeddomain taxcaddy.com |
| 2022-11-03 |
insert index_pages_linkeddomain taxcaddy.com |
| 2022-11-03 |
insert management_pages_linkeddomain taxcaddy.com |
| 2022-11-03 |
insert person Ben Pantalone |
| 2022-11-03 |
insert person Tim Weinkam |
| 2022-11-03 |
insert service_pages_linkeddomain taxcaddy.com |
| 2022-11-03 |
update person_description Hillary Mitchell => Hillary Mitchell |
| 2022-08-04 |
insert career_pages_linkeddomain gobankingrates.com |
| 2022-08-04 |
update person_description Brad Felix => Brad Felix |
| 2022-07-02 |
delete career_pages_linkeddomain moneygeek.com |
| 2022-07-02 |
delete person Brenda Haas |
| 2022-07-02 |
delete person Brennan Mullen |
| 2022-07-02 |
insert person Jason Jones |
| 2022-05-30 |
delete personal_emails a...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails a...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails a...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails a...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails b...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails b...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails c...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails c...@truepointia.com |
| 2022-05-30 |
delete personal_emails d...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails d...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails e...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails j...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails j...@truepointwealth.com |
| 2022-05-30 |
delete personal_emails k...@truepointwealth.com |
| 2022-05-30 |
delete email a...@truepointwealth.com |
| 2022-05-30 |
delete email a...@truepointwealth.com |
| 2022-05-30 |
delete email a...@truepointwealth.com |
| 2022-05-30 |
delete email a...@truepointwealth.com |
| 2022-05-30 |
delete email a...@truepointwealth.com |
| 2022-05-30 |
delete email a...@truepointwealth.com |
| 2022-05-30 |
delete email b...@truepointwealth.com |
| 2022-05-30 |
delete email b...@truepointwealth.com |
| 2022-05-30 |
delete email b...@truepointwealth.com |
| 2022-05-30 |
delete email b...@truepointwealth.com |
| 2022-05-30 |
delete email b...@truepointwealth.com |
| 2022-05-30 |
delete email b...@truepointwealth.com |
| 2022-05-30 |
delete email b...@truepointwealth.com |
| 2022-05-30 |
delete email c...@truepointwealth.com |
| 2022-05-30 |
delete email c...@truepointwealth.com |
| 2022-05-30 |
delete email c...@truepointia.com |
| 2022-05-30 |
delete email c...@truepointwealth.com |
| 2022-05-30 |
delete email c...@truepointwealth.com |
| 2022-05-30 |
delete email d...@truepointwealth.com |
| 2022-05-30 |
delete email d...@truepointwealth.com |
| 2022-05-30 |
delete email d...@truepointwealth.com |
| 2022-05-30 |
delete email d...@truepointwealth.com |
| 2022-05-30 |
delete email e...@truepointwealth.com |
| 2022-05-30 |
delete email g...@truepointwealth.com |
| 2022-05-30 |
delete email g...@truepointwealth.com |
| 2022-05-30 |
delete email g...@truepointwealth.com |
| 2022-05-30 |
delete email h...@truepointwealth.com |
| 2022-05-30 |
delete email h...@truepointwealth.com |
| 2022-05-30 |
delete email j...@truepointwealth.com |
| 2022-05-30 |
delete email j...@truepointwealth.com |
| 2022-05-30 |
delete email j...@truepointwealth.com |
| 2022-05-30 |
delete email j...@truepointwealth.com |
| 2022-05-30 |
delete email j...@truepointwealth.com |
| 2022-05-30 |
delete email j...@truepointwealth.com |
| 2022-05-30 |
delete email k...@truepointwealth.com |
| 2022-05-30 |
delete email k...@truepointwealth.com |
| 2022-05-30 |
delete email k...@truepointwealth.com |
| 2022-05-30 |
delete email k...@truepointwealth.com |
| 2022-05-30 |
delete email k...@truepointwealth.com |
| 2022-05-30 |
delete email k...@truepointwealth.com |
| 2022-05-30 |
delete email w...@truepointwealth.com |
| 2022-05-30 |
delete person Devon Klumb |
| 2022-05-30 |
delete person Sarah Sherman |
| 2022-05-30 |
insert career_pages_linkeddomain moneygeek.com |
| 2022-05-30 |
insert person Dan Regan |
| 2022-05-30 |
insert person Josh Kommer |
| 2022-05-30 |
insert person Laura Maxwell |
| 2022-05-30 |
insert person Nate Maxson |
| 2022-05-30 |
insert person Sarah Hayes |
| 2022-05-30 |
insert person Shannon Dowling |
| 2022-03-29 |
insert cmo Abby Tuke |
| 2022-03-29 |
insert coo Will B. Lundstrom |
| 2022-03-29 |
insert shareholder Will B. Lundstrom |
| 2022-03-29 |
delete career_pages_linkeddomain gobankingrates.com |
| 2022-03-29 |
delete career_pages_linkeddomain vimeo.com |
| 2022-03-29 |
delete contact_pages_linkeddomain vimeo.com |
| 2022-03-29 |
delete index_pages_linkeddomain vimeo.com |
| 2022-03-29 |
delete management_pages_linkeddomain vimeo.com |
| 2022-03-29 |
delete service_pages_linkeddomain vimeo.com |
| 2022-03-29 |
insert career_pages_linkeddomain youtube.com |
| 2022-03-29 |
insert contact_pages_linkeddomain youtube.com |
| 2022-03-29 |
insert index_pages_linkeddomain youtube.com |
| 2022-03-29 |
insert management_pages_linkeddomain youtube.com |
| 2022-03-29 |
insert service_pages_linkeddomain youtube.com |
| 2022-03-29 |
update person_title Abby Tuke: Marketing Manager; Shareholder; Media Inquiry => Director of Marketing; Shareholder; Media Inquiry |
| 2022-03-29 |
update person_title Will B. Lundstrom: Operations Specialist & Shareholder => Director of Operations; Shareholder |
| 2022-02-09 |
delete person Andrew Damcevski |
| 2022-02-09 |
delete person Claire Beams |
| 2022-02-09 |
delete person Dwight Brenner |
| 2022-02-09 |
delete person Jordan Patrick |
| 2022-02-09 |
delete person Lisa Boudrie Reynolds |
| 2022-02-09 |
insert career_pages_linkeddomain gobankingrates.com |
| 2022-02-09 |
insert person August Hemmerich |
| 2022-02-09 |
insert person Brennan Mullen |
| 2022-02-09 |
insert person Danni Romine |
| 2022-02-09 |
insert person Josh Borges |
| 2022-02-09 |
insert person Katie Newman |
| 2022-02-09 |
insert person Steven Milby |
| 2022-02-09 |
insert person Will Backscheider |
| 2022-02-09 |
insert person Zach Bauer |
| 2022-02-09 |
update person_description Brian Keating => Brian Keating |
| 2022-02-09 |
update person_title Brian Keating: Financial Planning Associate => Wealth Advisor Associate |
| 2022-02-09 |
update person_title Dejah N. Gay: Financial Planning Associate => Financial Planner |
| 2022-02-09 |
update person_title Nate Johnson: Director of Financial Planning => Director of Financial Planning & Shareholder |
| 2021-09-28 |
delete career_pages_linkeddomain moneygeek.com |
| 2021-09-28 |
delete person Natalie Youngquist |
| 2021-09-28 |
update person_description Joseph Abraham => Joseph Abraham |
| 2021-09-28 |
update person_title Joseph Abraham: Financial Planning Associate => Data Specialist |
| 2021-08-16 |
insert person Alex Thurner |
| 2021-08-16 |
insert person Hillary Mitchell |
| 2021-07-06 |
insert career_pages_linkeddomain moneygeek.com |
| 2021-07-06 |
update person_description Devon Klumb => Devon Klumb |
| 2021-07-06 |
update person_title Susie Arling: Client Operations Associate => Client Service Associate |
| 2021-06-06 |
delete person Kim Ranker Jolly |
| 2021-06-06 |
insert person Kyle Dodson |
| 2021-06-06 |
insert person Michelle Stevens |
| 2021-06-06 |
update person_title John S. Evans: CFP®, CPA / PFS; Wealth Advisor & Shareholder => Wealth Advisor & Shareholder; PFS, CFP® Sr. Wealth Advisor & Shareholder |
| 2021-04-09 |
delete email an..@rhinevest.com |
| 2021-04-09 |
delete email cl..@rhinevest.com |
| 2021-04-09 |
delete email de..@rhinevest.com |
| 2021-04-09 |
delete email j...@truepointwealth.com |
| 2021-04-09 |
delete person Eric Ross |
| 2021-04-09 |
insert email an..@usecommas.com |
| 2021-04-09 |
insert email cl..@usecommas.com |
| 2021-04-09 |
insert email d...@truepointwealth.com |
| 2021-04-09 |
insert email j...@usecommas.com |
| 2021-04-09 |
update person_title Andrew Damcevski: RhineVest Advisor / View Profile / View Profile => Commas Advisor |
| 2021-04-09 |
update person_title Claire Beams: CFP; RhineVest Advisor => CFP; Commas Advisor |
| 2021-04-09 |
update person_title Jordan Patrick: RhineVest Advisor => Commas Advisor |
| 2021-04-09 |
update person_title Nate Johnson: Financial Planner => Director of Financial Planning |
| 2021-01-29 |
delete career_pages_linkeddomain eepurl.com |
| 2021-01-29 |
delete index_pages_linkeddomain cincinnati.com |
| 2021-01-29 |
delete index_pages_linkeddomain huffpost.com |
| 2021-01-29 |
delete phone 800.792.6648 |
| 2021-01-29 |
delete source_ip 104.27.172.187 |
| 2021-01-29 |
delete source_ip 104.27.173.187 |
| 2021-01-29 |
insert career_pages_linkeddomain rhinevest.com |
| 2021-01-29 |
insert contact_pages_linkeddomain rhinevest.com |
| 2021-01-29 |
insert index_pages_linkeddomain rhinevest.com |
| 2021-01-29 |
insert person Sam Motes |
| 2021-01-29 |
insert source_ip 104.21.88.97 |
| 2021-01-29 |
update person_title Abby Tuke: Marketing Specialist => Marketing Manager; Media Inquiry |
| 2021-01-29 |
update person_title Bill Felix: Technology Specialist; Technology Specialist at Truepoint => Data Specialist |
| 2021-01-29 |
update person_title Brad Felix: Member of the Business Operations Team; Technology Specialist; Principal => Director of Innovation & Shareholder |
| 2021-01-29 |
update person_title Bridget Hughes: Client Service Specialist => Client Services Manager |
| 2021-01-29 |
update person_title Christopher M. Meyer: Investment Specialist & Principal => Director of Institutional Investing & Shareholder |
| 2021-01-29 |
update person_title Conor Feldmann: Investment Specialist => Portfolio Manager |
| 2021-01-29 |
update person_title Courtney M. Weber: CFP® Wealth Advisor & Principal; Coordinator for the Notre Dame Alumni Club of Greater Cincinnati => Director of Client Relations & Shareholder |
| 2021-01-29 |
update person_title Devon Klumb: RhineVest Advisor => Life Planning & Growth Manager |
| 2021-01-29 |
update person_title Dwight Brenner: Technology Specialist => Network Specialist |
| 2021-01-29 |
update person_title Eric Ross: null => Director of Financial Planning & Shareholder |
| 2021-01-29 |
update person_title Ginger S. Ittenbach: Tax Specialist & Principal => Director of Tax Services & Shareholder |
| 2021-01-29 |
update person_title Grace Curell: Tax Associate => Tax Manager |
| 2021-01-29 |
update person_title Jessica Mann: People Development Specialist; Wealth Advisor => Talent Manager |
| 2021-01-29 |
update person_title John S. Evans: PFS, CFP® Wealth Advisor & Principal; PFS, CFP® and Nichole Williams => CFP®, CPA / PFS; Wealth Advisor & Shareholder |
| 2021-01-29 |
update person_title Kimberly Seuberling: Receptionist => Administrative Assistant |
| 2021-01-29 |
update person_title Lynda A. Michael: Business Operations Associate => Marketing & Operations Associate |
| 2021-01-29 |
update person_title Nick Edwards: Investment Associate => Portfolio Associate |
| 2021-01-29 |
update person_title Sherrie L. Campbell: Technology Specialist => IT Support Specialist |
| 2021-01-29 |
update person_title Stephanie A. Johnson: Client Operations Associate => Operations Associate |
| 2021-01-29 |
update person_title Susie Arling: Client Service Associate => Client Operations Associate |
| 2021-01-29 |
update person_title Will B. Lundstrom: Client Operations Specialist & Principal => Operations Specialist & Shareholder |
| 2020-09-24 |
insert person Brenda Haas |
| 2020-09-24 |
insert person Susie A. Arling |
| 2020-07-15 |
delete person Claire G. McKenna |
| 2020-07-15 |
insert index_pages_linkeddomain cincinnati.com |
| 2020-06-14 |
insert source_ip 172.67.176.75 |
| 2020-05-14 |
delete index_pages_linkeddomain bizjournals.com |
| 2020-05-14 |
delete index_pages_linkeddomain legalzoom.com |
| 2020-05-14 |
insert index_pages_linkeddomain huffpost.com |
| 2020-05-14 |
insert person Chris Veddern |
| 2020-04-14 |
delete index_pages_linkeddomain kiplinger.com |
| 2020-04-14 |
delete person Anthony Zimmermann |
| 2020-04-14 |
insert index_pages_linkeddomain legalzoom.com |
| 2020-02-14 |
insert career_pages_linkeddomain eepurl.com |
| 2020-02-14 |
insert index_pages_linkeddomain bizjournals.com |
| 2020-02-14 |
insert service_pages_linkeddomain eepurl.com |
| 2020-01-09 |
insert person Nick Edwards |
| 2020-01-09 |
update person_title Dwight A. Brenner: Technology Associate => Technology Specialist |
| 2019-12-08 |
delete index_pages_linkeddomain barrons.com |
| 2019-12-08 |
insert person Anthony Zimmermann |
| 2019-12-08 |
insert person Bridget Hughes |
| 2019-12-08 |
update person_description Abby Tuke => Abby Tuke |
| 2019-08-08 |
delete management_pages_linkeddomain artworkscincinnati.org |
| 2019-08-08 |
update person_description Janel E. Carroll => Janel E. Carroll |
| 2019-08-08 |
update person_title Dejah N. Gay: Financial Planning Associate; Member of the Financial Planning Team => Member of the Financial Planning Team |
| 2019-07-07 |
delete person Dena Johnson |
| 2019-07-07 |
insert address 9999 Carver Road Suite 200 Cincinnati, OH 45242 |
| 2019-06-07 |
update person_description Janel E. Carroll => Janel E. Carroll |
| 2019-05-03 |
delete index_pages_linkeddomain bizjournals.com |
| 2019-05-03 |
delete person Robby Kuhnhein |
| 2019-05-03 |
insert index_pages_linkeddomain kiplinger.com |
| 2019-04-02 |
insert person Andrew Damcevski |
| 2019-04-02 |
insert person Claire Beams |
| 2019-04-02 |
insert person Devon Klumb |
| 2019-02-19 |
delete index_pages_linkeddomain cincinnati.com |
| 2019-02-19 |
insert index_pages_linkeddomain barrons.com |
| 2019-02-19 |
insert person Bill Felix |
| 2019-02-19 |
insert person Kimberly Seuberling |
| 2019-02-19 |
insert person Natalie Youngquist |
| 2019-02-19 |
update person_description Joseph Abraham => Joseph Abraham |
| 2019-02-19 |
update person_title Joseph Abraham: Client Service Associate => Financial Planning Associate |
| 2019-02-19 |
update person_title Sam Chasnoff: Client Service Associate => Financial Planning Associate |
| 2018-12-20 |
delete person Morgan Grace Milburn |
| 2018-12-20 |
update person_description Janel E. Carroll => Janel E. Carroll |
| 2018-08-10 |
delete index_pages_linkeddomain cincymagazine.com |
| 2018-08-10 |
delete person Chris Hennekes |
| 2018-08-10 |
delete source_ip 64.91.245.78 |
| 2018-08-10 |
insert contact_pages_linkeddomain leafletjs.com |
| 2018-08-10 |
insert contact_pages_linkeddomain openstreetmap.org |
| 2018-08-10 |
insert index_pages_linkeddomain cincinnati.com |
| 2018-08-10 |
insert source_ip 104.27.172.187 |
| 2018-08-10 |
insert source_ip 104.27.173.187 |
| 2018-08-10 |
update person_description Janel E. Carroll => Janel E. Carroll |
| 2018-06-15 |
delete management_pages_linkeddomain citylinkcenter.org |
| 2018-06-15 |
delete management_pages_linkeddomain rhinevest.com |
| 2018-06-15 |
insert person Morgan Grace Milburn |
| 2018-06-15 |
insert person Robby Kuhnhein |
| 2018-06-15 |
update person_description Brad Felix => Brad Felix |
| 2018-06-15 |
update person_description Will B. Lundstrom => Will B. Lundstrom |
| 2018-04-17 |
update person_description Dena Johnson => Dena Johnson |
| 2018-04-17 |
update person_title Dena Johnson: Investment Associate; Member of the Investment Team => Member of the Client Operations Team; Client Service Associate |
| 2018-03-06 |
delete index_pages_linkeddomain glamour.com |
| 2018-03-06 |
insert index_pages_linkeddomain bizjournals.com |
| 2018-03-06 |
insert person Angie Moore |
| 2018-03-06 |
insert person Grace Curell |
| 2018-03-06 |
insert person Jessica Mann |
| 2018-03-06 |
update person_description Blake Price => Blake Price |
| 2018-03-06 |
update person_description Dejah N. Gay => Dejah N. Gay |
| 2018-03-06 |
update person_title Dejah N. Gay: Member of the Client Operations Team; Client Service Associate => Financial Planning Associate; Member of the Financial Planning Team |
| 2018-01-28 |
delete index_pages_linkeddomain fortune.com |
| 2018-01-28 |
delete management_pages_linkeddomain daytonhistory.org |
| 2018-01-28 |
delete management_pages_linkeddomain gotrcincinnati.org |
| 2018-01-28 |
insert index_pages_linkeddomain glamour.com |
| 2018-01-28 |
insert management_pages_linkeddomain cincinnatichamber.com |
| 2018-01-28 |
insert management_pages_linkeddomain impact100.org |
| 2018-01-28 |
insert person Shelly Bailey |
| 2018-01-28 |
update person_description John Wolfenden => John Wolfenden |
| 2018-01-28 |
update person_title Will B. Lundstrom: Client Operations Specialist => Client Operations Specialist & Principal |
| 2017-12-19 |
delete index_pages_linkeddomain barrons.com |
| 2017-12-19 |
delete management_pages_linkeddomain cincinnati-oh.gov |
| 2017-12-19 |
delete management_pages_linkeddomain lambdachi.org |
| 2017-12-19 |
insert index_pages_linkeddomain cincymagazine.com |
| 2017-12-19 |
insert management_pages_linkeddomain madcappuppets.com |
| 2017-12-19 |
update person_description Christopher M. Meyer => Christopher M. Meyer |
| 2017-11-11 |
delete index_pages_linkeddomain bizjournals.com |
| 2017-11-11 |
insert index_pages_linkeddomain fortune.com |
| 2017-11-11 |
update person_title Kate Brownstein: Financial Planning Associate; Member of the Financial Planning Team => Member of the Financial Planning Team |
| 2017-10-14 |
delete index_pages_linkeddomain cincinnati.com |
| 2017-10-14 |
delete index_pages_linkeddomain wsj.com |
| 2017-10-14 |
insert index_pages_linkeddomain barrons.com |
| 2017-10-14 |
insert index_pages_linkeddomain bizjournals.com |
| 2017-10-14 |
insert person Joseph Abraham |
| 2017-10-14 |
update person_description Dena Johnson => Dena Johnson |
| 2017-10-14 |
update person_title Dena Johnson: Member of the Client Operations Team; Client Service Associate => Investment Associate; Member of the Investment Team |
| 2017-07-28 |
delete index_pages_linkeddomain wharton.upenn.edu |
| 2017-07-28 |
delete person Brandon Bennett |
| 2017-07-28 |
insert index_pages_linkeddomain wsj.com |
| 2017-07-28 |
update person_description Wayne A. Lippert => Wayne A. Lippert |
| 2017-06-30 |
delete index_pages_linkeddomain napfa.org |
| 2017-06-30 |
delete index_pages_linkeddomain time.com |
| 2017-06-30 |
insert index_pages_linkeddomain cincinnati.com |
| 2017-06-30 |
insert index_pages_linkeddomain wharton.upenn.edu |
| 2017-06-30 |
insert person Guy M. Clanton |
| 2017-05-14 |
delete management_pages_linkeddomain msdlab2.com |
| 2017-05-14 |
delete source_ip 72.52.131.35 |
| 2017-05-14 |
insert person Jordan Patrick |
| 2017-05-14 |
insert source_ip 64.91.245.78 |
| 2017-03-09 |
delete management_pages_linkeddomain stursulavilla.org |
| 2017-03-09 |
delete person Michael P. Green |
| 2017-03-09 |
insert management_pages_linkeddomain lasoupecincinnati.com |
| 2017-03-09 |
insert person Bill Tucker |
| 2017-03-09 |
insert person Brandon Bennett |
| 2017-03-09 |
insert service_pages_linkeddomain rhinevest.com |
| 2017-01-22 |
delete fax 513.792.6644 |
| 2017-01-22 |
delete index_pages_linkeddomain cincinnati.com |
| 2017-01-22 |
insert index_pages_linkeddomain napfa.org |
| 2016-12-05 |
delete index_pages_linkeddomain barrons.com |
| 2016-12-05 |
delete person A Ship |
| 2016-12-05 |
insert index_pages_linkeddomain time.com |
| 2016-12-05 |
insert person Abby Tuke |
| 2016-12-05 |
insert person Brian Keating |
| 2016-10-31 |
update person_description Blake Price => Blake Price |
| 2016-10-03 |
delete index_pages_linkeddomain bizjournals.com |
| 2016-10-03 |
delete index_pages_linkeddomain wsj.com |
| 2016-10-03 |
delete management_pages_linkeddomain crossroads.net |
| 2016-10-03 |
delete person Mitchell Proctor |
| 2016-10-03 |
insert index_pages_linkeddomain barrons.com |
| 2016-10-03 |
insert index_pages_linkeddomain cincinnati.com |
| 2016-10-03 |
insert management_pages_linkeddomain crossroadskidsclub.net |
| 2016-10-03 |
insert person Dejah N. Gay |
| 2016-10-03 |
insert person Heather J. Spencer |
| 2016-10-03 |
update person_title Blake Price: Client Service Associate => Financial Planning Associate |
| 2016-07-10 |
update website_status DomainNotFound => OK |
| 2016-07-10 |
delete index_pages_linkeddomain nytimes.com |
| 2016-07-10 |
delete person Chris Vorwald |
| 2016-07-10 |
insert person Eric Chaimowitz |
| 2016-07-10 |
insert person Mitchell Proctor |
| 2016-07-10 |
update person_description Michael P. Green => Michael P. Green |
| 2016-05-15 |
update website_status OK => DomainNotFound |
| 2016-04-17 |
delete index_pages_linkeddomain napfa.org |
| 2016-04-17 |
delete person Donna Zaring |
| 2016-04-17 |
insert index_pages_linkeddomain bizjournals.com |
| 2016-04-17 |
insert index_pages_linkeddomain nytimes.com |
| 2016-04-17 |
insert person Brad Felix |
| 2016-04-17 |
insert person Dena Johnson |
| 2016-04-17 |
insert person Kate Brownstein |
| 2016-04-17 |
update person_description Brandon Bennett => Brandon Bennett |
| 2016-04-17 |
update person_description Heather J. Swob => Heather J. Swob |
| 2016-04-17 |
update person_title Brandon Bennett: Client Service Associate => Financial Planning Associate; Member of the Financial Planning Team |
| 2016-01-10 |
update person_title Sarah Sherman: Business Operations Associate => null |
| 2015-12-01 |
delete index_pages_linkeddomain barrons.com |
| 2015-12-01 |
insert index_pages_linkeddomain napfa.org |
| 2015-12-01 |
update person_description Rona Turnheim => Rona Turnheim |
| 2015-12-01 |
update person_description Wayne A. Lippert => Wayne A. Lippert |
| 2015-10-03 |
delete index_pages_linkeddomain bizjournals.com |
| 2015-10-03 |
delete management_pages_linkeddomain walknowforautismspeaks.org |
| 2015-10-03 |
insert index_pages_linkeddomain wsj.com |
| 2015-10-03 |
insert management_pages_linkeddomain fernside.org |
| 2015-10-03 |
insert person David J. Bross |
| 2015-10-03 |
insert person John Wolfenden |
| 2015-10-03 |
update person_description Sarah Sherman => Sarah Sherman |
| 2015-09-05 |
insert index_pages_linkeddomain barrons.com |
| 2015-08-06 |
delete index_pages_linkeddomain wsj.com |
| 2015-08-06 |
insert person Adam Lipton |
| 2015-08-06 |
insert person Michael P. Green |
| 2015-07-09 |
delete index_pages_linkeddomain financial-planning.com |
| 2015-07-09 |
delete index_pages_linkeddomain wealthmanagement.com |
| 2015-07-09 |
insert index_pages_linkeddomain bizjournals.com |
| 2015-07-09 |
insert management_pages_linkeddomain truepointia.com |
| 2015-07-09 |
insert person Blake Price |
| 2015-07-09 |
insert person Christopher M. Meyer |
| 2015-07-09 |
insert person Stephanie A. Johnson |
| 2015-07-09 |
insert service_pages_linkeddomain truepointia.com |
| 2015-07-09 |
update person_description Donna Zaring => Donna Zaring |
| 2015-07-09 |
update person_title Brandon Bennett: Wealth Advisor Assistant => Client Service Associate |
| 2015-07-09 |
update person_title Lisa Boudrie Reynolds: Wealth Advisor Assistant => Client Service Associate |
| 2015-07-09 |
update person_title Sharon Arnold: Wealth Advisor Assistant => Client Service Associate |
| 2015-07-09 |
update person_title Will B. Lundstrom: Investment Operations Specialist => Client Operations Specialist |
| 2015-05-12 |
insert person Donna Zaring |
| 2015-02-13 |
delete person Anne L. Pansing |
| 2015-02-13 |
delete person Lauren A. Stanfield |
| 2015-02-13 |
insert index_pages_linkeddomain financial-planning.com |
| 2015-01-08 |
delete index_pages_linkeddomain forbes.com |
| 2015-01-08 |
delete index_pages_linkeddomain ft-static.com |
| 2015-01-08 |
insert index_pages_linkeddomain wealthmanagement.com |
| 2015-01-08 |
insert person A Ship |
| 2015-01-08 |
insert person Kathleen J. Schnelle |
| 2014-11-30 |
delete index_pages_linkeddomain barrons.com |
| 2014-11-30 |
delete index_pages_linkeddomain cnn.com |
| 2014-11-30 |
delete index_pages_linkeddomain inc.com |
| 2014-11-30 |
insert index_pages_linkeddomain forbes.com |
| 2014-11-30 |
insert index_pages_linkeddomain ft-static.com |
| 2014-11-30 |
insert index_pages_linkeddomain wsj.com |
| 2014-11-02 |
delete index_pages_linkeddomain bankrate.com |
| 2014-11-02 |
insert index_pages_linkeddomain cnn.com |
| 2014-10-01 |
insert person Brandon Bennett |
| 2014-10-01 |
insert person Nichole Williams |
| 2014-09-03 |
delete associated_investor GE Capital |
| 2014-09-03 |
delete index_pages_linkeddomain bizjournals.com |
| 2014-09-03 |
delete index_pages_linkeddomain fa-mag.com |
| 2014-09-03 |
delete management_pages_linkeddomain autismspeaks.org |
| 2014-09-03 |
delete management_pages_linkeddomain cnbc.com |
| 2014-09-03 |
delete management_pages_linkeddomain consumerreports.org |
| 2014-09-03 |
delete management_pages_linkeddomain fwalliance.com |
| 2014-09-03 |
delete management_pages_linkeddomain kiwanisone.org |
| 2014-09-03 |
delete management_pages_linkeddomain ndcincy.com |
| 2014-09-03 |
delete management_pages_linkeddomain safehavenfarms.org |
| 2014-09-03 |
delete management_pages_linkeddomain saintjosephhome.com |
| 2014-09-03 |
delete management_pages_linkeddomain wsj.com |
| 2014-09-03 |
delete phone 800.982.6648 |
| 2014-09-03 |
insert index_pages_linkeddomain bankrate.com |
| 2014-09-03 |
insert index_pages_linkeddomain barrons.com |
| 2014-09-03 |
insert index_pages_linkeddomain inc.com |
| 2014-09-03 |
insert management_pages_linkeddomain citygospelmission.org |
| 2014-09-03 |
insert management_pages_linkeddomain habitatcincinnati.org |
| 2014-09-03 |
insert management_pages_linkeddomain hcparksfoundation.org |
| 2014-09-03 |
insert management_pages_linkeddomain icwae.org |
| 2014-09-03 |
insert management_pages_linkeddomain lls.org |
| 2014-09-03 |
insert management_pages_linkeddomain napfa.org |
| 2014-09-03 |
insert management_pages_linkeddomain nationaladvisorstrust.com |
| 2014-09-03 |
insert management_pages_linkeddomain nflplayers.com |
| 2014-09-03 |
insert management_pages_linkeddomain oki.wish.org |
| 2014-09-03 |
insert management_pages_linkeddomain stjameswo.org |
| 2014-09-03 |
insert management_pages_linkeddomain stjosephhome.org |
| 2014-09-03 |
insert management_pages_linkeddomain undclub.org |
| 2014-09-03 |
insert management_pages_linkeddomain walknowforautismspeaks.org |
| 2014-09-03 |
insert person Dwight A. Brenner |
| 2014-09-03 |
insert person Kyle W. Rudduck |
| 2014-09-03 |
insert person Nate Johnson |
| 2014-09-03 |
insert phone 800.792.6648 |
| 2014-09-03 |
update person_description Anne L. Pansing => Anne L. Pansing |
| 2014-09-03 |
update person_description Chris Vorwald => Chris Vorwald |
| 2014-09-03 |
update person_description Christopher J. Hennekes => Christopher J. Hennekes |
| 2014-09-03 |
update person_description Claire G. McKenna => Claire G. McKenna |
| 2014-09-03 |
update person_description Courtney M. Weber => Courtney M. Weber |
| 2014-09-03 |
update person_description Eric Ross => Eric Ross |
| 2014-09-03 |
update person_description Ginger S. Ittenbach => Ginger S. Ittenbach |
| 2014-09-03 |
update person_description Heather J. Swob => Heather J. Swob |
| 2014-09-03 |
update person_description Janel E. Carroll => Janel E. Carroll |
| 2014-09-03 |
update person_description John S. Evans => John S. Evans |
| 2014-09-03 |
update person_description Katrina Hartsel => Katrina Hartsel |
| 2014-09-03 |
update person_description Lauren A. Stanfield => Lauren A. Stanfield |
| 2014-09-03 |
update person_description Lisa Boudrie Reynolds => Lisa Boudrie Reynolds |
| 2014-09-03 |
update person_description Liz Niehaus => Liz Niehaus |
| 2014-09-03 |
update person_description Lynda A. Michael => Lynda A. Michael |
| 2014-09-03 |
update person_description Martha Strebinger => Martha Strebinger |
| 2014-09-03 |
update person_description Rona Turnheim => Rona Turnheim |
| 2014-09-03 |
update person_description Ryan J. Klekar => Ryan J. Klekar |
| 2014-09-03 |
update person_description Sarah Sherman => Sarah Sherman |
| 2014-09-03 |
update person_description Scott M. Barbee => Scott M. Barbee |
| 2014-09-03 |
update person_description Sharon Arnold => Sharon Arnold |
| 2014-09-03 |
update person_description Sherrie L. Campbell => Sherrie L. Campbell |
| 2014-09-03 |
update person_description Steve Condon => Steve Condon |
| 2014-09-03 |
update person_description Ted Parchman => Ted Parchman |
| 2014-09-03 |
update person_description Wayne A. Lippert => Wayne A. Lippert |
| 2014-09-03 |
update person_description Will B. Lundstrom => Will B. Lundstrom |
| 2014-07-27 |
delete index_pages_linkeddomain bankrate.com |
| 2014-07-27 |
delete index_pages_linkeddomain wsj.com |
| 2014-07-27 |
delete person Shawna M. Schreiber |
| 2014-07-27 |
insert index_pages_linkeddomain bizjournals.com |
| 2014-07-27 |
insert index_pages_linkeddomain fa-mag.com |