| Date | Description |
|---|
| 2024-03-20 |
delete person Alan Shovers |
| 2023-01-09 |
insert career_pages_linkeddomain bamboohr.com |
| 2022-10-07 |
delete ceo Mike Hull |
| 2022-10-07 |
insert chairman Mike Hull |
| 2022-10-07 |
delete career_pages_linkeddomain bamboohr.com |
| 2022-10-07 |
insert index_pages_linkeddomain cnbc.com |
| 2022-10-07 |
update person_title Greg Donaldson: Founder & Chairman of the Board / Founder of DCM - Creator of Rising Dividend™ Strategy - Co - Founder of Multiple Investment & Trust Companies & Two Families of Mutual Funds => Founder / Founder of DCM - Creator of Rising Dividend™ Strategy - Co - Founder of Multiple Investment & Trust Companies & Two Families of Mutual Funds |
| 2022-10-07 |
update person_title Mike Hull: CEO => Executive Chairman of the Board |
| 2022-04-06 |
insert career_pages_linkeddomain bamboohr.com |
| 2022-03-07 |
insert person Sharon Reed-Walker |
| 2022-03-07 |
update person_title Marvin Wright: CFO / Senior Advisor - Extensive Experience in Tax Advising - Board Member for Multiple Non - Profits => Senior Advisor - Extensive Experience in Tax Advising - Board Member for Multiple Non - Profits |
| 2021-09-20 |
delete career_pages_linkeddomain bamboohr.com |
| 2021-08-18 |
insert alias Morningstar |
| 2021-07-17 |
insert email sm..@dcmol.com |
| 2021-07-17 |
insert phone 812-402-7292 |
| 2021-06-14 |
insert career_pages_linkeddomain bamboohr.com |
| 2021-01-24 |
delete index_pages_linkeddomain cfgreateratlanta.org |
| 2021-01-24 |
delete index_pages_linkeddomain chicagocovid19responsefund.org |
| 2021-01-24 |
delete index_pages_linkeddomain unitedwayswi.org |
| 2021-01-24 |
delete index_pages_linkeddomain uwbarthco.org |
| 2020-09-24 |
delete index_pages_linkeddomain sec.gov |
| 2020-07-15 |
insert index_pages_linkeddomain sec.gov |
| 2020-05-15 |
insert address 400 Embassy Row NE Suite 108
Atlanta, GA 30328 |
| 2020-05-15 |
insert index_pages_linkeddomain cfgreateratlanta.org |
| 2020-05-15 |
insert index_pages_linkeddomain chicagocovid19responsefund.org |
| 2020-05-15 |
insert index_pages_linkeddomain unitedwayswi.org |
| 2020-05-15 |
insert index_pages_linkeddomain uwbarthco.org |
| 2019-06-10 |
delete source_ip 50.63.180.195 |
| 2019-06-10 |
insert source_ip 35.243.233.68 |
| 2019-04-30 |
update person_title Ellen Rogier: Client Services Manager => FPQP TM - Client Services Manager |
| 2019-02-16 |
insert person Jodie Chapman |
| 2019-02-16 |
insert person Sarah Moore |
| 2019-02-16 |
update person_description Preston May => Preston May |
| 2019-02-16 |
update person_title Jennifer Decker: FPQP - Client Services Manager & Employee Experience Manager => FPQP TM - Client Services Manager & Employee Experience Manager |
| 2019-02-16 |
update person_title Jessica Klostermann: FPQP - Client Services Manager => FPQP TM - Client Services Manager |
| 2019-02-16 |
update person_title Karen Caruso: Member of the International Association; FPQP - Client Services Manager => Member of the International Association; FPQP TM - Client Services Manager |
| 2019-02-16 |
update person_title Kira Vaal: FPQP - Client Services Manager => FPQP TM - Client Services Manager |
| 2019-02-16 |
update person_title Krista Nemeth: FPQP - Communications Manager => FPQP TM - Communications Manager |
| 2019-02-16 |
update person_title Matt Bernhardt: DCM As a Client Services and Account Manager; FPQP - Client Services Manager => FPQP TM - Associate Retirement Plan Advisor; DCM As a Client Services and Account Manager |
| 2019-02-16 |
update person_title Noel Miller: FPQP - Branding & Design Manager => FPQP TM - Branding & Design Manager |
| 2019-02-16 |
update person_title Vickie Colford: Client Services Manager / Serving DCM Clients since 2014; Client Services Manager => Client Services Manager / Serving DCM Clients since 2014; FPRP TM - Client Services Manager |
| 2018-10-27 |
delete person Lydia Taylor |
| 2018-10-27 |
insert contact_pages_linkeddomain dcmupclose.com |
| 2018-10-27 |
insert index_pages_linkeddomain dcmupclose.com |
| 2018-10-27 |
insert management_pages_linkeddomain dcmupclose.com |
| 2018-10-27 |
insert person Sara Williams |
| 2018-10-27 |
insert service_pages_linkeddomain dcmupclose.com |
| 2018-10-27 |
insert terms_pages_linkeddomain dcmupclose.com |
| 2018-10-27 |
update person_description Beth Dietsch => Beth Dietsch |
| 2018-10-27 |
update person_title Beth Dietsch: FPQP - Associate Portfolio Manager; Associate Portfolio Manager => FPQP TM - Portfolio Manager; Portfolio Manager |
| 2018-08-19 |
insert person Ellen Rogier |
| 2018-08-19 |
update person_description Noel Miller => Noel Miller |
| 2018-07-12 |
delete contact_pages_linkeddomain dcmupclose.com |
| 2018-07-12 |
delete index_pages_linkeddomain dcmupclose.com |
| 2018-07-12 |
delete management_pages_linkeddomain dcmupclose.com |
| 2018-07-12 |
delete service_pages_linkeddomain dcmupclose.com |
| 2018-07-12 |
delete terms_pages_linkeddomain dcmupclose.com |
| 2018-05-23 |
insert contact_pages_linkeddomain wixsite.com |
| 2018-05-23 |
insert index_pages_linkeddomain wixsite.com |
| 2018-05-23 |
insert management_pages_linkeddomain wixsite.com |
| 2018-05-23 |
insert service_pages_linkeddomain wixsite.com |
| 2018-05-23 |
insert terms_pages_linkeddomain wixsite.com |
| 2018-04-05 |
delete email ks..@dcmol.com |
| 2018-04-05 |
update person_title Beth Dietsch: Associate Portfolio Manager => FPQP - Associate Portfolio Manager; Associate Portfolio Manager |
| 2018-04-05 |
update person_title Jennifer Decker: Client Services Manager & Employee Experience Manager => FPQP - Client Services Manager & Employee Experience Manager |
| 2018-04-05 |
update person_title Jessica Klostermann: Client Services Manager => FPQP - Client Services Manager |
| 2018-04-05 |
update person_title Karen Caruso: Member of the International Association; Client Services Manager => Member of the International Association; FPQP - Client Services Manager |
| 2018-04-05 |
update person_title Kira Vaal: Client Services Manager => FPQP - Client Services Manager |
| 2018-04-05 |
update person_title Krista Nemeth: Communications Manager => FPQP - Communications Manager |
| 2018-04-05 |
update person_title Lydia Taylor: Business Information Manager => Business Information Manager; FPQP - Business Information Manager |
| 2018-04-05 |
update person_title Matt Bernhardt: DCM As a Client Services and Account Manager; Client Services Manager => DCM As a Client Services and Account Manager; FPQP - Client Services Manager |
| 2018-04-05 |
update person_title Noel Miller: Branding & Design Manager => FPQP - Branding & Design Manager |
| 2018-02-16 |
insert person Andrew Richmond |
| 2018-02-16 |
insert person Jenna Granger |
| 2018-01-03 |
update person_title Joe Zabratanski: Vice President of Fixed Income; Investment Advisor; Chief Investment Officer & Sr. Portfolio Manager; Chief Investment Officer => Chief Investment Officer and a Sr. Portfolio Manager; Investment Advisor; Chief Investment Officer & Sr. Portfolio Manager; Chief Investment Officer |
| 2017-11-01 |
delete chiefinvestmentofficer Greg Donaldson |
| 2017-11-01 |
insert chairman Greg Donaldson |
| 2017-11-01 |
insert person Brooks Corn |
| 2017-11-01 |
insert person Zachary Chavira |
| 2017-11-01 |
update person_title Brandon Roop: CFP®, CRPS® - Portfolio Manager & Director - Institutional Services; Portfolio Manager / Director - Institutional Services / Serving DCM Clients since 2010 => VP of Institutional Services & Sr. Portfolio Manager / Serving DCM Clients since 2010; CFP®, CRPS® - Sr. Portfolio Manager & VP of Institutional Services |
| 2017-11-01 |
update person_title Greg Donaldson: Chairman and Director of Portfolio Strategy; Founder; Leader; Chief Investment Officer => Chairman and Director of Portfolio Strategy; Founder; Leader; Chairman of the Board |
| 2017-11-01 |
update person_title Kyle Markle: CFP® - Portfolio Manager; Portfolio Manager / Director - Investment Operations / Serving DCM Clients since 2008 => Chief Investment Officer & Sr. Portfolio Manager / Serving DCM Clients since 2008; CFP® - Chief Investment Officer & Sr. Portfolio Manager |
| 2017-11-01 |
update person_title Preston May: Portfolio Support Services Analyst => Research Analyst |
| 2017-11-01 |
update person_title Ron Patberg: CFP® - Sr. Portfolio Manager => CFP® - Sr. Portfolio Manager & Business Development Coach |
| 2017-07-15 |
update person_title Beth Dietsch: Senior Client Services Manager => Associate Portfolio Manager |
| 2017-07-15 |
update person_title Jason Hall: Associate Portfolio Manager => Portfolio Manager |
| 2017-06-07 |
insert person Bryce Duncan |
| 2017-02-12 |
delete email mb..@dcmol.com |
| 2017-02-12 |
delete person Meagan Bradford |
| 2016-12-30 |
update person_title Brandon Roop: CFP® - Portfolio Manager & Director - Institutional Services; Portfolio Manager / Director - Institutional Services / Serving DCM Clients since 2010 => CFP®, CRPS® - Portfolio Manager & Director - Institutional Services; Portfolio Manager / Director - Institutional Services / Serving DCM Clients since 2010 |
| 2016-10-20 |
update person_title Jessica Klostermann: Client Services Representative; Office Administrator => Client Services Representative |
| 2016-08-25 |
delete person Krista McDonald |
| 2016-08-25 |
insert person Krista Nemeth |
| 2016-03-25 |
update website_status DomainNotFound => OK |
| 2016-03-25 |
insert contact_pages_linkeddomain modestspark.com |
| 2016-03-25 |
insert index_pages_linkeddomain modestspark.com |
| 2016-03-25 |
insert management_pages_linkeddomain modestspark.com |
| 2016-03-25 |
insert service_pages_linkeddomain modestspark.com |
| 2016-03-25 |
insert terms_pages_linkeddomain modestspark.com |
| 2016-03-25 |
update person_title Blake Alsman: Portfolio Manager => CFP® - Portfolio Manager; Portfolio Manager |
| 2016-03-15 |
update website_status OK => DomainNotFound |
| 2016-02-16 |
update person_title JK Keach: Portfolio Manager, Trader & Fixed Income Analyst; Portfolio Manager / Trader & Fixed Income Analyst => Portfolio Manager |
| 2016-01-19 |
delete general_emails in..@dcmol.com |
| 2016-01-19 |
delete address 700 Washington Street, Suit 203
Columbus, IN 47201 |
| 2016-01-19 |
delete email cw..@dcmol.com |
| 2016-01-19 |
delete email in..@dcmol.com |
| 2016-01-19 |
delete email ra..@dcmol.com |
| 2016-01-19 |
delete person Courtney Winklepleck |
| 2016-01-19 |
insert address 700 Washington Street, Suite 203
Columbus, IN 47201 |
| 2015-11-05 |
insert email jk..@dcmol.com |
| 2015-11-05 |
insert email mb..@dcmol.com |
| 2015-11-05 |
insert person Jessica Klostermann |
| 2015-11-05 |
insert person Meagan Bradford |
| 2015-11-05 |
update robots_txt_status dcmol.com: 404 => 200 |
| 2015-11-05 |
update robots_txt_status www.dcmol.com: 404 => 200 |
| 2015-11-05 |
update website_status FlippedRobots => OK |
| 2015-10-17 |
update website_status OK => FlippedRobots |
| 2015-08-22 |
insert address 700 Washington Street, Suit 203
Columbus, IN 47201 |
| 2015-05-22 |
insert email pm..@dcmol.com |
| 2015-05-22 |
insert person Preston May |
| 2015-02-27 |
insert contact_pages_linkeddomain dcmupclose.com |
| 2015-02-27 |
insert index_pages_linkeddomain dcmupclose.com |
| 2015-02-27 |
insert management_pages_linkeddomain dcmupclose.com |
| 2015-02-27 |
insert service_pages_linkeddomain dcmupclose.com |
| 2015-02-27 |
insert terms_pages_linkeddomain dcmupclose.com |
| 2015-01-30 |
insert email mb..@dcmol.com |
| 2015-01-30 |
insert person Matt Bernhardt |
| 2014-11-22 |
insert email jh..@dcmol.com |
| 2014-11-22 |
insert person Jason Hall |
| 2014-10-17 |
delete cfo Ciavon Hartman |
| 2014-10-17 |
insert cco Ciavon Hartman |
| 2014-10-17 |
insert email cw..@dcmol.com |
| 2014-10-17 |
insert person Courtney Winklepleck |
| 2014-10-17 |
update person_description Ciavon Hartman => Ciavon Hartman |
| 2014-10-17 |
update person_title Ciavon Hartman: Director of Finance => VP of Operations; CCO |
| 2014-09-14 |
insert email so..@dcmol.com |
| 2014-09-14 |
insert email vc..@dcmol.com |
| 2014-09-14 |
insert person Steve Obenchain |
| 2014-09-14 |
insert person Vickie Colford |
| 2014-08-07 |
delete otherexecutives Ciavon Hartman |
| 2014-08-07 |
insert management_pages_linkeddomain cffpdesignations.com |
| 2014-08-07 |
update person_title Ciavon Hartman: VP of Operations & Chief Compliance Officer; Director of Finance; Vice - President of Operations; Chief Compliance Officer => Director of Finance |
| 2014-07-05 |
update person_title Noel Miller: Client Services Manager; Client Experience Manager => Client Experience Manager |
| 2014-06-07 |
update person_description Noel Miller => Noel Miller |
| 2014-06-07 |
update person_title Noel Miller: Client Services Manager => Client Services Manager; Client Experience Manager |
| 2014-05-10 |
delete otherexecutives Laura Roop |
| 2014-05-10 |
delete email ba..@dcmol.com |
| 2014-05-10 |
delete email jf..@dcmol.com |
| 2014-05-10 |
delete email lr..@dcmol.com |
| 2014-05-10 |
delete person Brittany Alexander |
| 2014-05-10 |
delete person Justin Forshey |
| 2014-05-10 |
delete person Laura Roop |
| 2014-05-10 |
delete source_ip 72.167.131.218 |
| 2014-05-10 |
insert email jd..@dcmol.com |
| 2014-05-10 |
insert email km..@dcmol.com |
| 2014-05-10 |
insert email kv..@dcmol.com |
| 2014-05-10 |
insert email mw..@dcmol.com |
| 2014-05-10 |
insert email rp..@dcmol.com |
| 2014-05-10 |
insert management_pages_linkeddomain isa.org |
| 2014-05-10 |
insert person Jennifer Decker |
| 2014-05-10 |
insert person Kira Vaal |
| 2014-05-10 |
insert person Krista McDonald |
| 2014-05-10 |
insert person Marvin Wright |
| 2014-05-10 |
insert person Ron Patberg |
| 2014-05-10 |
insert source_ip 50.63.180.195 |
| 2014-05-10 |
update person_description Brandon Roop => Brandon Roop |
| 2014-05-10 |
update person_description Rick Roop => Rick Roop |
| 2014-05-10 |
update person_title Brandon Roop: Portfolio Manager; Board Member for Both the Downtown Optimist Club of Evansville => CFP® - Portfolio Manager & Director - Institutional Services; Portfolio Manager; Board Member for Both the Downtown Optimist Club of Evansville |
| 2014-05-10 |
update person_title Ciavon Hartman: Director of Finance; Director of Finance & Operations => VP of Operations & Chief Compliance Officer; Director of Finance; Vice - President of Operations; Chief Compliance Officer |
| 2014-05-10 |
update person_title Lydia Taylor: Office Administrator => Business Information Manager |
| 2013-10-27 |
delete source_ip 208.109.78.134 |
| 2013-10-27 |
insert source_ip 72.167.131.218 |
| 2013-10-27 |
update person_title Blake Alsman: Associate; Portfolio Manager => Portfolio Manager |
| 2013-10-27 |
update person_title JK Keach: Trader & Fixed Income Analyst, Portfolio Manager Associate; Trader & Fixed Income Analyst / Portfolio Manager Associate => Portfolio Manager, Trader & Fixed Income Analyst; Portfolio Manager / Trader & Fixed Income Analyst |
| 2013-08-30 |
insert email ba..@dcmol.com |
| 2013-08-30 |
insert email lt..@dcmol.com |
| 2013-08-30 |
insert person Blake Alsman |
| 2013-08-30 |
insert person Lydia Taylor |
| 2013-08-30 |
update person_title JK Keach: Fixed Income Anaylst & Trader; Fixed Income Analyst & Trader => Trader & Fixed Income Analyst, Portfolio Manager Associate; Trader & Fixed Income Analyst / Portfolio Manager Associate |
| 2013-05-27 |
update person_title Kyle Markle: Portfolio Manager => CFP® - Portfolio Manager; Portfolio Manager |
| 2013-04-27 |
delete person Kyle Marke |