| Date | Description |
|---|
| 2022-08-07 |
update website_status FlippedRobots => OK |
| 2022-07-16 |
update website_status OK => FlippedRobots |
| 2022-06-15 |
update website_status FlippedRobots => OK |
| 2022-04-25 |
update website_status OK => FlippedRobots |
| 2022-03-26 |
delete about_pages_linkeddomain orionadvisor.com |
| 2022-03-26 |
delete contact_pages_linkeddomain orionadvisor.com |
| 2022-03-26 |
delete index_pages_linkeddomain orionadvisor.com |
| 2022-03-26 |
delete terms_pages_linkeddomain orionadvisor.com |
| 2022-03-26 |
update website_status FlippedRobots => OK |
| 2021-12-10 |
update website_status OK => FlippedRobots |
| 2021-01-22 |
insert alias Alpha Cubed Investments, LLC |
| 2020-02-07 |
delete management_pages_linkeddomain orionadvisor.com |
| 2020-02-07 |
delete management_pages_linkeddomain twitter.com |
| 2020-02-07 |
insert about_pages_linkeddomain orionadvisor.com |
| 2020-02-07 |
insert about_pages_linkeddomain twitter.com |
| 2019-10-07 |
insert career_pages_linkeddomain twitter.com |
| 2019-10-07 |
insert contact_pages_linkeddomain twitter.com |
| 2019-10-07 |
insert index_pages_linkeddomain twitter.com |
| 2019-10-07 |
insert management_pages_linkeddomain twitter.com |
| 2019-10-07 |
insert terms_pages_linkeddomain twitter.com |
| 2019-04-02 |
update description |
| 2019-02-20 |
delete source_ip 50.63.76.1 |
| 2019-02-20 |
insert source_ip 45.77.109.142 |
| 2019-01-19 |
insert vp Cory Baer |
| 2019-01-19 |
insert person Cory Baer |
| 2018-12-12 |
delete otherexecutives Theodore Kay |
| 2018-12-12 |
delete svp John Benedict |
| 2018-12-12 |
delete vp Nate Bosek |
| 2018-12-12 |
insert svp Nate Bosek |
| 2018-12-12 |
delete address 2025 W. Long Lake Rd., Suite 108
Troy, MI 48098 |
| 2018-12-12 |
delete address 350 S. Northwest Hwy, Floor 3
Park Ridge, IL 60068 |
| 2018-12-12 |
delete person Christina Walsh |
| 2018-12-12 |
delete person John Benedict |
| 2018-12-12 |
delete person John Salomon |
| 2018-12-12 |
delete person Theodore Kay |
| 2018-12-12 |
insert address 100 Fillmore St., 5th Floor
Denver, CO 80206 |
| 2018-12-12 |
insert address Central Expressway, Suite 400
Dallas, TX 75231 |
| 2018-12-12 |
insert person Christina Conatser |
| 2018-12-12 |
insert person John Walsh |
| 2018-12-12 |
update person_description Hans P. Ewert => Hans P. Ewert |
| 2018-12-12 |
update person_title Brendan Byrne: Senior Vice President / Investment Advisor Representative; Vice President / Investment Advisor Representative; Senior Vice President => Vice President / Investment Advisor Representative; Senior Vice President |
| 2018-12-12 |
update person_title Jared Oren: Financial Planning Manager / Investment Advisor Representative => null |
| 2018-12-12 |
update person_title Jeffrey Joseph: Senior Vice President of Client Services; Senior Vice President => Senior Vice President / Investment Advisor Representative; Senior Vice President; Investment Advisor |
| 2018-12-12 |
update person_title Nate Bosek: Vice President; Vice President / Investment Advisor Representative => Senior Vice President / Investment Advisor Representative; Senior Vice President |
| 2018-08-14 |
delete vp Gregory Adamczyk |
| 2018-08-14 |
delete vp Paul Seglund |
| 2018-08-14 |
insert svp John Benedict |
| 2018-08-14 |
insert vp Jace Prows |
| 2018-08-14 |
insert vp Mike Bakos |
| 2018-08-14 |
delete person Gregory Adamczyk |
| 2018-08-14 |
delete person Paul Seglund |
| 2018-08-14 |
insert address 2025 W. Long Lake Rd., Suite 108
Troy, MI 48098 |
| 2018-08-14 |
insert person Jace Prows |
| 2018-08-14 |
insert person John Benedict |
| 2018-08-14 |
insert person John Salomon |
| 2018-08-14 |
insert person Mike Bakos |
| 2018-08-14 |
update person_title Todd Sixt: Partner / Investment Advisor Representative; Principal; Principal / Investment Advisor Representative; Investment Advisor => Principal; Principal / Investment Advisor Representative; Investment Advisor |
| 2018-05-27 |
insert vp Paul Seglund |
| 2018-05-27 |
delete person Ross Hansen |
| 2018-05-27 |
insert person Paul Seglund |
| 2018-05-27 |
update person_description Michael Middendorf => Michael Middendorf |
| 2018-05-27 |
update person_title Todd Sixt: Partner / Investment Advisor Representative; Investment Advisor; Partner => Partner / Investment Advisor Representative; Principal; Principal / Investment Advisor Representative; Investment Advisor |
| 2018-04-04 |
insert vp Robin House |
| 2018-04-04 |
delete phone (708) 990-1038 |
| 2018-04-04 |
insert person Robin House |
| 2018-04-04 |
insert phone (312) 819-4200 |
| 2018-04-04 |
update person_title Darin Simonian: President; Portfolio Manager => President / Portfolio Manager / Investment Advisor Representative; President; Portfolio Manager |
| 2018-02-15 |
delete svp Ed Meek |
| 2018-02-15 |
delete vp Jared Oren |
| 2018-02-15 |
delete vp Paul Seidman |
| 2018-02-15 |
delete address 1776 S. Naperville Rd., Suite 102A
Wheaton, IL 60189 |
| 2018-02-15 |
delete address 601 108th Ave. NE, 19th Floor
Bellevue, WA 98004 |
| 2018-02-15 |
delete person Ed Meek |
| 2018-02-15 |
delete person Kirby Shanks |
| 2018-02-15 |
delete person Paul Seidman |
| 2018-02-15 |
insert address 350 S. Northwest Hwy, Floor 3
Park Ridge, IL 60068 |
| 2018-02-15 |
insert address 3838 W. 111th St., Unit 110
Chicago, IL 60655 |
| 2018-02-15 |
insert address 530-A N. 5th Ave.
Sequim, WA 98382 |
| 2018-02-15 |
insert phone (360) 683-7654 |
| 2018-02-15 |
insert phone (480) 718-9788 |
| 2018-02-15 |
insert phone (708) 990-1038 |
| 2018-02-15 |
update person_title Christine Morgan: Client Services Specialist => Client Services Supervisor |
| 2018-02-15 |
update person_title Jared Oren: Vice President; Vice President / Investment Advisor Representative => Financial Planning Manager / Investment Advisor Representative |
| 2018-01-01 |
insert otherexecutives Marjorie Carloni |
| 2018-01-01 |
update person_title Glendon C. Trullinger: Portfolio Manager => Director of Trading; Portfolio Manager |
| 2018-01-01 |
update person_title Marjorie Carloni: Senior Vice President of Client Services & Planning Group; Senior Vice President / Client Services & Planning Group => Director of Client Services |
| 2017-10-25 |
delete svp Todd Sixt |
| 2017-10-25 |
delete vp Richard Gomez |
| 2017-10-25 |
insert svp Ed Meek |
| 2017-10-25 |
insert svp Mark Langerman |
| 2017-10-25 |
delete person Christian Noh |
| 2017-10-25 |
delete person Richard Gomez |
| 2017-10-25 |
insert person Christine Morgan |
| 2017-10-25 |
update person_title Ed Meek: Director of Client Services, Midwest / Investment Advisor Representative => Senior Vice President / Investment Advisor Representative; Senior Vice President; Investment Advisor |
| 2017-10-25 |
update person_title Mark Langerman: Director of Client Services for the Arizona => Senior Vice President; Investment Advisor |
| 2017-10-25 |
update person_title Norman H. Lehrer: Executive Chairman of the Investment Committee => Chairman Emeritus of the Investment Committee |
| 2017-10-25 |
update person_title Todd Sixt: Senior Vice President, Director of Client Services for the Pacific Northwest Division; Senior Vice President => Partner / Investment Advisor Representative; Investment Advisor; Partner |
| 2017-09-13 |
delete svp Lawrence Berkowitz |
| 2017-09-13 |
delete vp John Smith |
| 2017-09-13 |
insert vp Barbara Dugan |
| 2017-09-13 |
delete person John Smith |
| 2017-09-13 |
delete person Lawrence Berkowitz |
| 2017-09-13 |
insert person Barbara Dugan |
| 2017-08-02 |
delete vp Brendan Byrne |
| 2017-08-02 |
insert svp Brendan Byrne |
| 2017-08-02 |
update person_title Brendan Byrne: Vice President; Vice President / Investment Advisor Representative => Senior Vice President / Investment Advisor Representative; Vice President / Investment Advisor Representative; Senior Vice President |
| 2017-07-03 |
delete svp Travis Guyder |
| 2017-07-03 |
insert vp Jared Oren |
| 2017-07-03 |
insert vp Nate Bosek |
| 2017-07-03 |
delete person John R. Aitken |
| 2017-07-03 |
delete person Travis Guyder |
| 2017-07-03 |
insert person Jared Oren |
| 2017-07-03 |
insert person Nate Bosek |
| 2017-07-03 |
update person_description Todd R. Walsh => Todd R. Walsh |
| 2017-05-16 |
insert svp Travis Guyder |
| 2017-05-16 |
insert vp Brendan Byrne |
| 2017-05-16 |
insert person Brendan Byrne |
| 2017-05-16 |
insert person Kirby Shanks |
| 2017-05-16 |
insert person Travis Guyder |
| 2017-05-16 |
update person_title Anthony Jabczenski: Managing Director, Client Services; Managing Director; Managing Director / Client Services => Managing Director, National Client Services; Managing Director / National Client Services; Managing Director |
| 2017-05-16 |
update person_title Ed Meek: Managing Director of Client Services, Midwest / Investment Advisor Representative => Director of Client Services, Midwest / Investment Advisor Representative |
| 2017-03-11 |
delete svp Marjorie Carloni |
| 2017-03-11 |
insert svp Ron Chamberlin |
| 2017-03-11 |
insert svp Ross Hansen |
| 2017-03-11 |
insert vp Gregory Adamczyk |
| 2017-03-11 |
insert person Gregory Adamczyk |
| 2017-03-11 |
insert person Ron Chamberlin |
| 2017-03-11 |
insert person Ross Hansen |
| 2017-03-11 |
update person_title Ed Meek: Managing Director of Client Services, Midwest; Managing Director / Director of Client Services, Midwest / Investment Advisor Representative => Managing Director of Client Services, Midwest / Investment Advisor Representative |
| 2017-03-11 |
update person_title Gregory A. Korbekian: Vice President / Investment Advisor Representative => Senior Vice President / Investment Advisor Representative |
| 2017-03-11 |
update person_title Marjorie Carloni: Senior Vice President; Senior Vice President of High Net Worth Services => Senior Vice President of Client Services & Planning Group; Senior Vice President / Client Services & Planning Group |
| 2017-01-24 |
delete vp Marjorie Carloni |
| 2017-01-24 |
insert svp Marjorie Carloni |
| 2017-01-24 |
update person_title Marjorie Carloni: Vice President; Vice President of High Net Worth Services => Senior Vice President; Senior Vice President of High Net Worth Services |
| 2016-12-20 |
insert svp Jeffrey Joseph |
| 2016-12-20 |
insert person Christian Noh |
| 2016-12-20 |
insert person Jeffrey Joseph |
| 2016-10-17 |
delete address 328 N. Cedros Ave., Suite 200
Solana Beach, CA 92075 |
| 2016-08-09 |
insert address 601 108th Ave. NE, 19th Floor
Bellevue, WA 98004 |
| 2016-08-09 |
update person_title Michael Middendorf: Director of Client Services, Texas => null |
| 2016-07-12 |
delete managingdirector Darin Simonian |
| 2016-07-12 |
insert president Darin Simonian |
| 2016-07-12 |
insert vp Steven Ford |
| 2016-07-12 |
insert person Steven Ford |
| 2016-07-12 |
update person_title Darin Simonian: Managing Director of High Net Worth Services; Managing Director => President; Portfolio Manager |
| 2016-07-12 |
update person_title David Martin: Vice President; Investment Adviser; Vice President / Investment Adviser Representative; Wealth Manager => Vice President; Vice President / Investment Advisor Representative; Investment Advisor; Wealth Manager |
| 2016-07-12 |
update person_title Gregory A. Korbekian: Vice President / Investment Adviser Representative => Vice President / Investment Advisor Representative |
| 2016-07-12 |
update person_title Hans P. Ewert: Vice President; Investment Adviser; Vice President / Investment Adviser Representative => Vice President; Vice President / Investment Advisor Representative; Investment Advisor |
| 2016-07-12 |
update person_title Paul Seidman: Vice President; Investment Adviser => Vice President; Investment Advisor |
| 2016-07-12 |
update person_title Steve Wooten: Vice President; Investment Adviser; Vice President / Investment Adviser Representative => Vice President; Vice President / Investment Advisor Representative; Investment Advisor |
| 2016-05-18 |
delete address 100 Century Center Ct., Suite 503
San Jose, CA 95112 |
| 2016-05-18 |
insert address 800 W. El Camino Real, Suite 180
Mountain View, CA 94040 |
| 2016-05-18 |
insert person John R. Aitken |
| 2016-03-05 |
delete svp Darin Simonian |
| 2016-03-05 |
insert managingdirector Darin Simonian |
| 2016-03-05 |
delete address 2236 Rutherford Rd., Suite 113
Carlsbad, CA 92008 |
| 2016-03-05 |
insert address 328 N. Cedros Ave., Suite 200
Solana Beach, CA 92075 |
| 2016-03-05 |
update person_title Darin Simonian: Senior Vice President, Director of Client Services for the Southern California Region; Senior Vice President => Managing Director of High Net Worth Services; Managing Director |
| 2016-03-05 |
update person_title Ed Meek: Managing Director of Client Services, Midwest; Managing Director / Director of Client Services, Midwest => Managing Director of Client Services, Midwest; Managing Director / Director of Client Services, Midwest / Investment Advisor Representative |
| 2016-03-05 |
update person_title John Smith: Vice President; Portfolio Manager => Vice President / Portfolio Manager / Investment Advisor Representative; Vice President |
| 2016-03-05 |
update person_title Theodore Kay: Vice President; Member of the Board; Portfolio Manager => Vice President / Portfolio Manager / Investment Advisor Representative; Vice President; Member of the Board |
| 2016-01-22 |
delete svp David A. Jabczenski |
| 2016-01-22 |
delete person David A. Jabczenski |
| 2016-01-22 |
delete phone (408) 996-3390 |
| 2016-01-22 |
insert address 1776 S. Naperville Rd., Suite 102A
Wheaton, IL 60189 |
| 2016-01-22 |
insert person Ed Meek |
| 2016-01-22 |
update person_title Anthony Jabczenski: Managing Director => Managing Director, Client Services; Managing Director; Managing Director / Client Services |
| 2015-10-20 |
delete founder Steven Alexson |
| 2015-10-20 |
delete founder Todd R. Walsh |
| 2015-10-20 |
delete president Steven Alexson |
| 2015-10-20 |
delete president Todd R. Walsh |
| 2015-10-20 |
insert ceo Todd R. Walsh |
| 2015-10-20 |
insert otherexecutives Theodore Kay |
| 2015-10-20 |
insert otherexecutives Todd Sixt |
| 2015-10-20 |
insert svp Lawrence Berkowitz |
| 2015-10-20 |
insert svp Todd Sixt |
| 2015-10-20 |
insert vp John Smith |
| 2015-10-20 |
insert vp Richard Gomez |
| 2015-10-20 |
insert vp Theodore Kay |
| 2015-10-20 |
delete person Steven Alexson |
| 2015-10-20 |
insert person John Smith |
| 2015-10-20 |
insert person Lawrence Berkowitz |
| 2015-10-20 |
insert person Richard Gomez |
| 2015-10-20 |
insert person Theodore Kay |
| 2015-10-20 |
insert person Todd Sixt |
| 2015-10-20 |
update person_title Glendon C. Trullinger: Trade & Research Associate => Portfolio Manager |
| 2015-10-20 |
update person_title Michael Middendorf: Director of High Net Worth Services => Director of Client Services, Texas |
| 2015-10-20 |
update person_title Todd R. Walsh: Lead Portfolio Manager; Founder; President; Founder / President / Lead Portfolio Manager => Investments and Portfolio Manager; Chief Executive Officer; Portfolio Manager |
| 2015-07-28 |
delete otherexecutives Todd Sixt |
| 2015-07-28 |
delete vp Todd Sixt |
| 2015-07-28 |
delete person Todd Sixt |
| 2015-07-28 |
update person_title Steven Alexson: Lead Portfolio Manager; Founder; President; Founder / President / Lead Portfolio Manager; Founder / President / Lead Portolio Manager => Lead Portfolio Manager; Founder; President; Founder / President / Lead Portfolio Manager |
| 2015-05-25 |
delete address 6020 Cornerstone Ct. W., Suite 220
San Diego, CA 92121 |
| 2015-05-25 |
delete person Kelsey Lin |
| 2015-05-25 |
insert address 2236 Rutherford Rd., Suite 113
Carlsbad, CA 92008 |
| 2015-05-25 |
insert person Darin Simonian |
| 2015-04-13 |
delete coo Donald Dempster |
| 2015-04-13 |
delete vp Theodore Kay |
| 2015-04-13 |
insert managingdirector Anthony Jabczenski |
| 2015-04-13 |
delete person Donald Dempster |
| 2015-04-13 |
delete person Theodore Kay |
| 2015-04-13 |
update person_title Anthony Jabczenski: Senior Vice President, National Director of Client Services => Managing Director |
| 2015-03-16 |
update person_description David Jabczenski => David A. Jabczenski |
| 2015-02-16 |
insert svp David Jabczenski |
| 2015-02-16 |
insert vp Steve Wooten |
| 2015-02-16 |
delete address 450 Newport Center Dr., Suite 440
Newport Beach, CA 92660 |
| 2015-02-16 |
delete person Kelsey Harris |
| 2015-02-16 |
insert address 3333 Michelson Dr., Suite 620
Irvine, CA 92612 |
| 2015-02-16 |
insert person David Jabczenski |
| 2015-02-16 |
insert person Kelsey Lin |
| 2015-02-16 |
insert person Steve Wooten |
| 2015-02-16 |
update primary_contact 450 Newport Center Dr., Suite 440
Newport Beach, CA 92660 => 3333 Michelson Dr., Suite 620
Irvine, CA 92612 |
| 2015-01-17 |
insert vp Marjorie Carloni |
| 2015-01-17 |
insert vp Paul Seidman |
| 2015-01-17 |
insert address 9375 East Shea Blvd., Suite 100
Scottsdale, AZ 85260 |
| 2015-01-17 |
insert person Doni Langston |
| 2015-01-17 |
insert person Mark Langerman |
| 2015-01-17 |
insert person Paul Seidman |
| 2015-01-17 |
update person_title Marjorie Carloni: Operations Manager for the San Jose Branch; Operations Manager, San Jose => Vice President; Vice President of High Net Worth Services |
| 2015-01-17 |
update person_title Michael Middendorf: Director of Client Services, Texas; Vice President, Director of Client Services for the Texas Region => Director of High Net Worth Services |
| 2014-11-08 |
insert coo Donald Dempster |
| 2014-11-08 |
insert vp Theodore Kay |
| 2014-11-08 |
insert address 6020 Cornerstone Ct. W., Suite 220
San Diego, CA 92121 |
| 2014-11-08 |
insert person Donald Dempster |
| 2014-11-08 |
insert person Kelsey Harris |
| 2014-11-08 |
insert person Michael Middendorf |
| 2014-11-08 |
insert person Theodore Kay |
| 2014-11-08 |
update person_title Marjorie Carloni: Operations Manager for the Northern California Branch; Operations Manager, Northern California; Operations Manager => Operations Manager for the San Jose Branch; Operations Manager, San Jose |
| 2014-10-11 |
delete vp John LaGalante |
| 2014-10-11 |
insert otherexecutives Todd Sixt |
| 2014-10-11 |
insert vp Todd Sixt |
| 2014-10-11 |
delete person John LaGalante |
| 2014-10-11 |
insert person Todd Sixt |
| 2014-08-31 |
insert vp David Martin |
| 2014-08-31 |
insert person David Martin |
| 2014-07-22 |
delete otherexecutives Anthony Jabczenski |
| 2014-07-22 |
delete vp Anthony Jabczenski |
| 2014-07-22 |
insert vp John LaGalante |
| 2014-07-22 |
insert person John LaGalante |
| 2014-07-22 |
update person_title Anthony Jabczenski: Vice President; Director of Client Services => Senior Vice President, National Director of Client Services |