| Date | Description |
|---|
| 2024-03-23 |
update person_title Deanna Rankin: Member of the Board of Directors; CFIRS - President / Chief Risk Officer => Member of the Board of Directors; NCVMP - President |
| 2023-10-13 |
insert index_pages_linkeddomain fortune.com |
| 2023-09-07 |
delete index_pages_linkeddomain fortune.com |
| 2023-05-31 |
delete otherexecutives Casey Jeanneret |
| 2023-05-31 |
insert otherexecutives Gabrielle Bailey |
| 2023-05-31 |
insert otherexecutives Gaby Bailey |
| 2023-05-31 |
insert otherexecutives Niranjan S. Pande |
| 2023-05-31 |
insert otherexecutives Raymond James |
| 2023-05-31 |
delete person Casey Jeanneret |
| 2023-05-31 |
insert index_pages_linkeddomain fortune.com |
| 2023-05-31 |
insert person Gabrielle Bailey |
| 2023-05-31 |
insert person Gaby Bailey |
| 2023-05-31 |
insert person Jeannie Woods |
| 2023-05-31 |
insert person Niranjan S. Pande |
| 2023-05-31 |
insert person Niru Pande |
| 2023-05-31 |
insert person Raymond James |
| 2023-05-31 |
update person_title Deanna Rankin: CFIRS - Secretary / Chief Risk Officer; Member of the Board of Directors => Member of the Board of Directors; CFIRS - President / Chief Risk Officer |
| 2023-05-31 |
update person_title Mark Gray: Member of the Development Committee; Member of the Board of Directors; Member of the Marketing Committee; Synovus Trust Company / Columbus, GA; SVP, Compliance Manager / Synovus Trust Company / Columbus, Georgia => Fiduciary & Regulatory Consultant / Columbus, Georgia; Member of the Development Committee; Member of the Board of Directors; Member of the Marketing Committee |
| 2023-05-31 |
update person_title William T. Norris: Member of Committee; President / Managing Director, Team Executive Boston; Member of the Board of Directors; Member of the Finance Committee => Member of Committee; Member of the Finance Committee |
| 2023-04-15 |
delete index_pages_linkeddomain fortune.com |
| 2023-03-15 |
insert index_pages_linkeddomain cnbc.com |
| 2023-02-11 |
delete index_pages_linkeddomain cnbc.com |
| 2023-01-10 |
insert index_pages_linkeddomain cnbc.com |
| 2022-12-10 |
delete index_pages_linkeddomain cnbc.com |
| 2022-11-08 |
insert otherexecutives Casey Tuxhorn |
| 2022-11-08 |
insert person Casey Tuxhorn |
| 2022-10-08 |
delete otherexecutives Timothy Umfleet |
| 2022-10-08 |
delete person Timothy Umfleet |
| 2022-07-08 |
delete otherexecutives Catherine M. Fujisaki |
| 2022-07-08 |
delete otherexecutives Daniel Yentes |
| 2022-07-08 |
delete otherexecutives Dylan J. McSteen |
| 2022-07-08 |
insert otherexecutives Holly A. Bailey |
| 2022-07-08 |
insert otherexecutives Michael Bridgeman |
| 2022-07-08 |
delete person Catherine M. Fujisaki |
| 2022-07-08 |
delete person Cattie Fujisaki |
| 2022-07-08 |
delete person Daniel Yentes |
| 2022-07-08 |
delete person Dylan J. McSteen |
| 2022-07-08 |
insert index_pages_linkeddomain cnbc.com |
| 2022-07-08 |
insert person Holly A. Bailey |
| 2022-07-08 |
insert person Michael Bridgeman |
| 2022-07-08 |
update person_title William T. Norris: Member of Committee; Member of the Board of Directors; Vice President / Managing Director, Team Executive Boston; Member of the Education Committee => Member of Committee; President / Managing Director, Team Executive Boston; Member of the Board of Directors; Member of the Finance Committee |
| 2022-05-08 |
delete index_pages_linkeddomain cnbc.com |
| 2022-05-08 |
insert index_pages_linkeddomain fortune.com |
| 2022-03-08 |
delete index_pages_linkeddomain fortune.com |
| 2021-12-09 |
insert index_pages_linkeddomain fortune.com |
| 2021-09-15 |
delete alias WEBINAR-Understanding |
| 2021-09-15 |
delete index_pages_linkeddomain fortune.com |
| 2021-08-13 |
insert index_pages_linkeddomain fortune.com |
| 2021-07-13 |
delete otherexecutives Danielle R. Albrecht |
| 2021-07-13 |
delete index_pages_linkeddomain fortune.com |
| 2021-07-13 |
delete person Danielle R. Albrecht |
| 2021-07-13 |
update person_title Denise Morrison: Member of the Nominations Committee; Member of the Marketing Committee => Member of the Board of Directors; Member of the Nominations Committee; Member of the Marketing Committee; Head of Wealth Management Risk Control / Regions Bank / Birmingham, Alabama |
| 2021-07-13 |
update person_title Mark Gray: Member of the Development Committee; Synovus Trust Company / Columbus, GA => Member of the Development Committee; Member of the Board of Directors; Synovus Trust Company / Columbus, GA; SVP, Compliance Manager / Synovus Trust Company / Columbus, Georgia |
| 2021-07-13 |
update person_title William T. Norris: Member of Committee; Secretary of the Board of Directors; Member of the Education Committee => Member of Committee; Member of the Board of Directors; Vice President / Managing Director, Team Executive Boston; Member of the Education Committee |
| 2021-06-11 |
insert otherexecutives Denise Morrison |
| 2021-06-11 |
insert otherexecutives Mark Gray |
| 2021-06-11 |
insert person Denise Morrison |
| 2021-06-11 |
insert person Mark Gray |
| 2021-04-17 |
insert alias WEBINAR-Understanding |
| 2021-04-17 |
insert index_pages_linkeddomain fortune.com |
| 2021-02-22 |
delete index_pages_linkeddomain fortune.com |
| 2020-09-21 |
delete email ha..@thefirma.org |
| 2020-09-21 |
delete phone 803-547-8964 |
| 2020-09-21 |
insert index_pages_linkeddomain fortune.com |
| 2020-07-11 |
delete index_pages_linkeddomain fortune.com |
| 2020-06-09 |
insert otherexecutives Rebecca Arnold |
| 2020-06-09 |
insert index_pages_linkeddomain fortune.com |
| 2020-06-09 |
insert person Rebecca Arnold |
| 2020-05-10 |
delete index_pages_linkeddomain fortune.com |
| 2020-04-10 |
delete address 7700 East McCormick Parkway
Scottsdale, AZ 85258 |
| 2020-04-10 |
delete phone 480-991-9000 |
| 2020-04-10 |
insert email ha..@thefirma.org |
| 2020-04-10 |
insert phone 803-547-8964 |
| 2020-01-09 |
insert address 7700 East McCormick Parkway
Scottsdale, AZ 85258 |
| 2020-01-09 |
insert phone 480-991-9000 |
| 2019-12-09 |
insert index_pages_linkeddomain fortune.com |
| 2019-11-08 |
delete index_pages_linkeddomain fortune.com |
| 2019-10-09 |
insert index_pages_linkeddomain cnbc.com |
| 2019-09-08 |
delete index_pages_linkeddomain cnbc.com |
| 2019-09-08 |
delete person Rebecca Arnold |
| 2019-08-09 |
insert index_pages_linkeddomain fortune.com |
| 2019-07-09 |
delete career_pages_linkeddomain 53.com |
| 2019-07-09 |
delete index_pages_linkeddomain cnn.com |
| 2019-07-09 |
delete index_pages_linkeddomain investing.com |
| 2019-07-09 |
delete index_pages_linkeddomain marketwatch.com |
| 2019-07-09 |
insert career_pages_linkeddomain myworkdayjobs.com |
| 2019-06-09 |
delete chairman William T. Norris |
| 2019-06-09 |
delete chiefinvestmentofficer William T. Norris |
| 2019-06-09 |
delete managingdirector William T. Norris |
| 2019-06-09 |
update person_title William T. Norris: Chairman; Member of Committee; Member of the Board of Directors; Member of the Nominations Committee; Managing Director; Chief Investment Officer; Member of the Education Committee => Member of Committee; Secretary of the Board of Directors; Member of the Education Committee |
| 2019-05-09 |
delete phone (678) 565-6211 |
| 2019-04-09 |
delete index_pages_linkeddomain wsj.com |
| 2019-04-09 |
insert index_pages_linkeddomain cnbc.com |
| 2019-04-09 |
insert index_pages_linkeddomain cnn.com |
| 2019-04-09 |
insert index_pages_linkeddomain investing.com |
| 2019-04-09 |
insert index_pages_linkeddomain marketwatch.com |
| 2019-03-02 |
delete index_pages_linkeddomain abc12.com |
| 2019-03-02 |
delete index_pages_linkeddomain cnbc.com |
| 2019-03-02 |
delete index_pages_linkeddomain cnn.com |
| 2019-03-02 |
delete index_pages_linkeddomain seekingalpha.com |
| 2019-03-02 |
delete index_pages_linkeddomain theverge.com |
| 2019-03-02 |
insert index_pages_linkeddomain wsj.com |
| 2019-01-28 |
delete index_pages_linkeddomain bbc.com |
| 2019-01-28 |
delete index_pages_linkeddomain kcra.com |
| 2019-01-28 |
delete index_pages_linkeddomain wmur.com |
| 2019-01-28 |
delete index_pages_linkeddomain wsj.com |
| 2019-01-28 |
insert index_pages_linkeddomain abc12.com |
| 2019-01-28 |
insert index_pages_linkeddomain cnbc.com |
| 2019-01-28 |
insert index_pages_linkeddomain cnn.com |
| 2019-01-28 |
insert index_pages_linkeddomain seekingalpha.com |
| 2019-01-28 |
insert index_pages_linkeddomain theverge.com |
| 2018-11-04 |
delete index_pages_linkeddomain wsj.com |
| 2018-08-29 |
insert otherexecutives Catherine M. Fujisaki |
| 2018-08-29 |
insert person Catherine M. Fujisaki |
| 2018-07-15 |
insert otherexecutives Michael J. Gujda |
| 2018-07-15 |
insert person Michael J. Gujda |
| 2018-07-15 |
insert person Natalie McCabe |
| 2018-05-31 |
delete otherexecutives Christine Oughton |
| 2018-05-31 |
delete otherexecutives Donald F. Moore |
| 2018-05-31 |
delete person Christine Oughton |
| 2018-05-31 |
delete person Donald F. Moore |
| 2018-05-31 |
insert person Amy Caple |
| 2018-05-31 |
insert person Cattie Fujisaki |
| 2018-01-11 |
delete otherexecutives Joseph P. Morsmen |
| 2018-01-11 |
delete person Joseph P. Morsmen |
| 2017-07-21 |
insert index_pages_linkeddomain google.com |
| 2017-07-21 |
update person_description Edward Jones => Edward Jones |
| 2017-06-13 |
insert chiefinvestmentofficer William T. Norris |
| 2017-06-13 |
insert managingdirector William T. Norris |
| 2017-06-13 |
insert otherexecutives William T. Norris |
| 2017-06-13 |
delete index_pages_linkeddomain google.com |
| 2017-06-13 |
insert person William T. Norris |
| 2017-06-13 |
update person_title Danielle R. Albrecht: Member of the Board of Directors; CFIRS - Secretary / Senior Auditor / the Glenmede Trust Company / Philadelphia, Pennsylvania => Member of the Board of Directors; CAMS - Vice President |
| 2017-03-08 |
delete otherexecutives Benjamin Flaker |
| 2017-03-08 |
delete otherexecutives Melody M. Bohlmann |
| 2017-03-08 |
delete otherexecutives Sharon Griffin |
| 2017-03-08 |
insert otherexecutives Dylan J. McSteen |
| 2017-03-08 |
delete person Benjamin Flaker |
| 2017-03-08 |
delete person Melody M. Bohlmann |
| 2017-03-08 |
delete person Sharon Griffin |
| 2017-03-08 |
insert index_pages_linkeddomain wsj.com |
| 2017-03-08 |
insert person Dylan J. McSteen |
| 2017-01-20 |
delete index_pages_linkeddomain wsj.com |
| 2016-07-22 |
delete chairman Bradley Frank Beshea |
| 2016-07-22 |
insert otherexecutives Carolyn E. Hughes |
| 2016-07-22 |
insert otherexecutives Joseph P. Morsmen |
| 2016-07-22 |
insert otherexecutives Justin Lindberg |
| 2016-07-22 |
insert otherexecutives P. Hale Mast |
| 2016-07-22 |
insert otherexecutives Timothy Umfleet |
| 2016-07-22 |
delete person Angela M. Frozena |
| 2016-07-22 |
delete person Bradley Frank Beshea |
| 2016-07-22 |
delete person Carol A. Goulding |
| 2016-07-22 |
insert index_pages_linkeddomain google.com |
| 2016-07-22 |
insert person Carolyn E. Hughes |
| 2016-07-22 |
insert person Christine Hartley |
| 2016-07-22 |
insert person Joseph P. Morsmen |
| 2016-07-22 |
insert person Justin Lindberg |
| 2016-07-22 |
insert person P. Hale Mast |
| 2016-07-22 |
insert person Timothy Umfleet |
| 2016-07-22 |
update person_description Edward Jones => Edward Jones |
| 2016-06-24 |
delete address Post Office Box 507
Stockbridge, Georgia 30281 |
| 2016-06-24 |
delete fax (678) 565-8788 |
| 2016-06-24 |
delete index_pages_linkeddomain google.com |
| 2016-06-24 |
insert address P.O. Box 669515
Marietta, GA 30066 |
| 2016-06-24 |
insert fax (770) 790-8363 |
| 2016-06-24 |
insert phone (770) 790-8355 |
| 2016-06-24 |
update primary_contact Post Office Box 507
Stockbridge, Georgia 30281 => P.O. Box 669515
Marietta, GA 30066 |
| 2016-02-29 |
insert index_pages_linkeddomain wsj.com |
| 2016-02-01 |
delete index_pages_linkeddomain wsj.com |
| 2015-08-11 |
insert index_pages_linkeddomain google.com |
| 2015-06-30 |
delete otherexecutives David E. Crandall |
| 2015-06-30 |
delete otherexecutives Therese M. Gondek |
| 2015-06-30 |
insert otherexecutives Daniel Yentes |
| 2015-06-30 |
delete index_pages_linkeddomain google.com |
| 2015-06-30 |
delete person David E. Crandall |
| 2015-06-30 |
delete person Therese M. Gondek |
| 2015-06-30 |
insert person Daniel Yentes |
| 2014-11-16 |
delete email th..@bellsouth.net |
| 2014-11-16 |
insert email th..@att.net |
| 2014-08-04 |
delete chairman Keith A. Bujalski |
| 2014-08-04 |
delete otherexecutives Keith A. Bujalski |
| 2014-08-04 |
delete person Keith A. Bujalski |
| 2014-08-04 |
insert person Julia L. Kirby |
| 2014-07-07 |
delete chairman Michael Daly |
| 2014-07-07 |
delete otherexecutives Michael Daly |
| 2014-07-07 |
insert chairman Daniele G. Nicotra |
| 2014-07-07 |
insert otherexecutives Daniele G. Nicotra |
| 2014-07-07 |
delete index_pages_linkeddomain acfe.org |
| 2014-07-07 |
delete person Diana L. Taylor-Walls |
| 2014-07-07 |
delete person Janice J. Sackley |
| 2014-07-07 |
delete person Larry J. Musher |
| 2014-07-07 |
delete person Michael Daly |
| 2014-07-07 |
delete person Michael W. Orange |
| 2014-07-07 |
delete source_ip 216.92.94.195 |
| 2014-07-07 |
insert person Daniele G. Nicotra |
| 2014-07-07 |
insert source_ip 216.92.57.75 |
| 2014-07-07 |
update founded_year 1980 => 1985 |
| 2013-11-10 |
delete index_pages_linkeddomain federalreserve.gov |
| 2013-11-10 |
delete index_pages_linkeddomain fiduciary-trust.com |
| 2013-08-15 |
insert index_pages_linkeddomain federalreserve.gov |
| 2013-08-15 |
insert index_pages_linkeddomain fiduciary-trust.com |
| 2013-07-05 |
insert person Benjamin Flaker |
| 2013-07-05 |
insert person Sharon Griffin |
| 2013-05-27 |
delete otherexecutives Carlos J. Carthen |
| 2013-05-27 |
delete otherexecutives Lisa Warren Tate |
| 2013-05-27 |
delete otherexecutives Patrick Stanley |
| 2013-05-27 |
delete otherexecutives Rosalie A. Melisz |
| 2013-05-27 |
delete otherexecutives Steven K. Spady |
| 2013-05-27 |
delete otherexecutives Susan P. McLamb |
| 2013-05-27 |
insert otherexecutives Angela Frozena |
| 2013-05-27 |
insert otherexecutives Brian Pinkerton |
| 2013-05-27 |
insert otherexecutives David Jonke |
| 2013-05-27 |
insert otherexecutives Rebecca Arnold |
| 2013-05-27 |
delete person Carlos J. Carthen |
| 2013-05-27 |
delete person Lisa Warren Tate |
| 2013-05-27 |
delete person Patrick Stanley |
| 2013-05-27 |
delete person Rosalie A. Melisz |
| 2013-05-27 |
delete person Steven K. Spady |
| 2013-05-27 |
delete person Susan P. McLamb |
| 2013-05-27 |
insert person Angela Frozena |
| 2013-05-27 |
insert person Brian Pinkerton |
| 2013-05-27 |
insert person David Jonke |
| 2013-05-27 |
insert person Rebecca Arnold |
| 2013-04-10 |
delete investor The Bank of Oklahoma |