| Date | Description |
|---|
| 2023-09-16 |
delete chairman Rick
Sapio |
| 2023-09-16 |
insert chairman Sean Magennis |
| 2023-09-16 |
insert cmo Morgan Hunter |
| 2023-09-16 |
delete address 700 N. Pearl St. Suite 900 Dallas, TX 75201 |
| 2023-09-16 |
delete person Rick
Sapio |
| 2023-09-16 |
insert address 1-800-MUTUALS
DALLAS, TEXAS |
| 2023-09-16 |
insert person Al Zdenek |
| 2023-09-16 |
insert person Bill Trainor |
| 2023-09-16 |
insert person Morgan Hunter |
| 2023-09-16 |
insert person Rand Stagen |
| 2023-09-16 |
update person_title Sean Magennis: CEO, Mutual Capital Alliance, Inc. Holding Company; CEO, Mutual Capital Alliance, Inc => Chairman; Chairman, Mutual Capital Alliance, Inc; CEO of Mutual Capital Alliance Inc |
| 2023-09-16 |
update primary_contact 700 N. Pearl St. Suite 900 Dallas, TX 75201 => 1-800-MUTUALS
DALLAS, TEXAS |
| 2023-01-18 |
insert about_pages_linkeddomain finra.org |
| 2023-01-18 |
insert about_pages_linkeddomain sipc.org |
| 2023-01-18 |
insert contact_pages_linkeddomain finra.org |
| 2023-01-18 |
insert contact_pages_linkeddomain sipc.org |
| 2023-01-18 |
insert index_pages_linkeddomain finra.org |
| 2023-01-18 |
insert index_pages_linkeddomain sipc.org |
| 2023-01-18 |
insert management_pages_linkeddomain finra.org |
| 2023-01-18 |
insert management_pages_linkeddomain sipc.org |
| 2023-01-18 |
insert person Sean Magennis |
| 2022-08-07 |
delete person Dianne Descoteaux |
| 2022-08-07 |
insert person Andy Chica |
| 2022-02-14 |
delete otherexecutives Jocelyn Dalkin |
| 2022-02-14 |
delete address 700 North Pearl StreetSuite 900 Dallas, TX 75201 |
| 2022-02-14 |
delete person Jocelyn Dalkin |
| 2022-02-14 |
insert address USA MUTUALS 700 North Pearl Street, Suite 900 Dallas, TX 75201 |
| 2021-09-27 |
update person_description Rick
Sapio => Rick
Sapio |
| 2021-07-16 |
delete coo Nick
Glocke |
| 2021-07-16 |
insert president Paul Strehle |
| 2021-07-16 |
delete address 735 N Water St. Suite 541, Milwaukee, WI 53202 |
| 2021-07-16 |
delete address US MUTUALS 700 North Pearl Street
Suite 900 Dallas, TX 75201 |
| 2021-07-16 |
delete email de..@brewcitygraphics.com |
| 2021-07-16 |
delete person Ben Warwick |
| 2021-07-16 |
delete person Nick
Glocke |
| 2021-07-16 |
insert address 700 North Pearl StreetSuite 900 Dallas, TX 75201 |
| 2021-07-16 |
update person_title Paul Strehle: Senior Portfolio Manager => President; Portfolio Manager |
| 2021-04-27 |
delete address Box 701 Milwaukee, WI 53201-0701 |
| 2021-04-27 |
delete address Michigan Street, Third Floor Milwaukee, Wisconsin 53202 |
| 2021-04-27 |
insert address 4221 North 203rd Street, Suite 100
Elkhorn, NE 68022 |
| 2021-02-03 |
delete president Jeff Bottom |
| 2021-02-03 |
delete address 615 Michigan Street, Third Floor Milwaukee, WI 53202 |
| 2021-02-03 |
delete person Alexandra Borzo |
| 2021-02-03 |
delete person Jeff Bottom |
| 2020-10-11 |
insert cfo Lance
Baker |
| 2020-10-11 |
insert chairman Rick
Sapio |
| 2020-10-11 |
insert coo Nick
Glocke |
| 2020-10-11 |
insert otherexecutives Jocelyn Dalkin |
| 2020-10-11 |
insert person Alexandra Borzo |
| 2020-10-11 |
insert person Arnold Englander |
| 2020-10-11 |
insert person Ben Warwick |
| 2020-10-11 |
insert person Candi Hughes |
| 2020-10-11 |
insert person Dianne Descoteaux |
| 2020-10-11 |
insert person Jocelyn Dalkin |
| 2020-10-11 |
insert person Lance
Baker |
| 2020-10-11 |
insert person Nick
Glocke |
| 2020-10-11 |
insert person Paul Strehle |
| 2020-10-11 |
insert person Rick
Sapio |
| 2020-10-11 |
update person_description Jeff Bottom => Jeff Bottom |
| 2020-02-29 |
delete associated_investor GE Capital |
| 2020-02-29 |
delete person Ralph Allen |
| 2020-01-29 |
delete email le..@firststationmedia.com |
| 2020-01-29 |
delete source_ip 148.72.113.146 |
| 2020-01-29 |
insert email de..@brewcitygraphics.com |
| 2020-01-29 |
insert source_ip 50.87.253.113 |
| 2019-10-29 |
insert president Jeff Bottom |
| 2019-10-29 |
insert associated_investor GE Capital |
| 2019-10-29 |
insert person Jeff Bottom |
| 2019-10-29 |
insert person Ralph Allen |
| 2019-09-29 |
delete source_ip 107.180.56.151 |
| 2019-09-29 |
insert source_ip 148.72.113.146 |
| 2019-08-29 |
delete president Michael Loukas |
| 2019-08-29 |
delete alias USA Mutuals and USA Mutuals Advisors, Inc. |
| 2019-08-29 |
delete person Michael Loukas |
| 2019-07-30 |
delete coo Jordan Fletcher |
| 2019-07-30 |
delete person Jordan Fletcher |
| 2019-04-21 |
delete source_ip 98.129.229.201 |
| 2019-04-21 |
insert source_ip 107.180.56.151 |
| 2018-04-13 |
update website_status FlippedRobots => OK |
| 2018-03-07 |
update website_status OK => FlippedRobots |
| 2017-11-21 |
update website_status InternalTimeout => OK |
| 2017-11-21 |
delete index_pages_linkeddomain bizstudio.com |
| 2017-11-21 |
delete index_pages_linkeddomain c5z.net |
| 2017-11-21 |
delete partner Carbon Beach Asset Management |
| 2017-11-21 |
delete source_ip 69.7.174.40 |
| 2017-11-21 |
insert address 735 North Water Street
Suite 541
Milwaukee, WI 53202 |
| 2017-11-21 |
insert source_ip 98.129.229.201 |
| 2017-05-02 |
update website_status OK => InternalTimeout |
| 2017-02-16 |
update website_status InternalTimeout => OK |
| 2017-02-16 |
delete personal_emails br..@catalystmutuals.com |
| 2017-02-16 |
delete personal_emails ed..@catalystmutuals.com |
| 2017-02-16 |
delete personal_emails gr..@catalystmutuals.com |
| 2017-02-16 |
delete personal_emails jo..@catalystmutuals.com |
| 2017-02-16 |
delete personal_emails jo..@catalystmutuals.com |
| 2017-02-16 |
delete personal_emails jo..@mfunddistributors.com |
| 2017-02-16 |
delete personal_emails li..@mfunddistributors.com |
| 2017-02-16 |
delete personal_emails ma..@catalystmutuals.com |
| 2017-02-16 |
delete personal_emails mi..@catalystmutuals.com |
| 2017-02-16 |
delete personal_emails mi..@catalystmutuals.com |
| 2017-02-16 |
delete personal_emails pa..@catalystmutuals.com |
| 2017-02-16 |
delete personal_emails ro..@mfunddistributors.com |
| 2017-02-16 |
delete personal_emails to..@catalystmutuals.com |
| 2017-02-16 |
delete email ap..@catalystmutuals.com |
| 2017-02-16 |
delete email br..@catalystmutuals.com |
| 2017-02-16 |
delete email da..@catalystmutuals.com |
| 2017-02-16 |
delete email ed..@catalystmutuals.com |
| 2017-02-16 |
delete email gr..@catalystmutuals.com |
| 2017-02-16 |
delete email jo..@catalystmutuals.com |
| 2017-02-16 |
delete email jo..@catalystmutuals.com |
| 2017-02-16 |
delete email jo..@mfunddistributors.com |
| 2017-02-16 |
delete email li..@mfunddistributors.com |
| 2017-02-16 |
delete email ma..@catalystmutuals.com |
| 2017-02-16 |
delete email mi..@catalystmutuals.com |
| 2017-02-16 |
delete email mi..@catalystmutuals.com |
| 2017-02-16 |
delete email mi..@catalystmutualfunds.com |
| 2017-02-16 |
delete email pa..@catalystmutuals.com |
| 2017-02-16 |
delete email ra..@hawkpeak.com |
| 2017-02-16 |
delete email ro..@mfunddistributors.com |
| 2017-02-16 |
delete email sb..@icptnrs.com |
| 2017-02-16 |
delete email ti..@catalystmutuals.com |
| 2017-02-16 |
delete email to..@catalystmutuals.com |
| 2017-02-16 |
delete person Angele Ryan |
| 2017-02-16 |
delete person Brandon Schwulst |
| 2017-02-16 |
delete person Dan Jensen |
| 2017-02-16 |
delete person Ed Panko |
| 2017-02-16 |
delete person Gregg Torti |
| 2017-02-16 |
delete person Joe Mallo |
| 2017-02-16 |
delete person Joe Sando |
| 2017-02-16 |
delete person John Mills |
| 2017-02-16 |
delete person Lisa Morrison |
| 2017-02-16 |
delete person Marc Jarman |
| 2017-02-16 |
delete person Michael Baldauf |
| 2017-02-16 |
delete person Mike Kleinstein |
| 2017-02-16 |
delete person Mike Zufall |
| 2017-02-16 |
delete person Pat Minnick |
| 2017-02-16 |
delete person Ralph Allen |
| 2017-02-16 |
delete person Robert Bomberg |
| 2017-02-16 |
delete person Steve Brodeur |
| 2017-02-16 |
delete person Tim Hanson |
| 2017-02-16 |
delete person Todd Schroeder |
| 2017-02-16 |
delete phone 203-822-1870 |
| 2017-02-16 |
delete phone 214-738-2815 |
| 2017-02-16 |
delete phone 302-388-6900 |
| 2017-02-16 |
delete phone 303-842-8780 |
| 2017-02-16 |
delete phone 330-203-7774 |
| 2017-02-16 |
delete phone 504-615-3187 |
| 2017-02-16 |
delete phone 516-650-8230 |
| 2017-02-16 |
delete phone 561-408-2610 |
| 2017-02-16 |
delete phone 612-281-9991 |
| 2017-02-16 |
delete phone 616-881-3420 |
| 2017-02-16 |
delete phone 617-335-4157 |
| 2017-02-16 |
delete phone 646-827-2755 |
| 2017-02-16 |
delete phone 646-827-2761 |
| 2017-02-16 |
delete phone 646-827-2762 |
| 2017-02-16 |
delete phone 651-283-9749 |
| 2017-02-16 |
delete phone 714-321-1070 |
| 2017-02-16 |
delete phone 919-719-7997 |
| 2017-02-16 |
delete phone 954-829-4294 |
| 2017-02-16 |
delete phone 973-214-0881 |
| 2017-02-16 |
delete phone 978-973-0099 |
| 2017-02-16 |
insert partner Carbon Beach Asset Management |
| 2017-02-16 |
insert phone 415-549-0607 |
| 2015-02-12 |
update website_status OK => InternalTimeout |