RICHMOND INVESTMENT SERVICES - History of Changes


DateDescription
2024-04-08 insert personal_emails jo..@lpl.com
2024-04-08 delete address 374 Bluff Street, Dubuque, IA
2024-04-08 delete person Michael Jolin
2024-04-08 insert email jo..@lpl.com
2024-04-08 insert person Josh Boris
2023-04-29 insert address 374 Bluff Street, Dubuque, IA
2022-11-18 insert personal_emails ma..@lpl.com
2022-11-18 insert email ch..@lpl.com
2022-11-18 insert email ma..@lpl.com
2022-11-18 insert person Christopher Becker
2022-11-18 insert person Margie Larson
2022-02-13 insert personal_emails jo..@lpl.com
2022-02-13 insert personal_emails mi..@lpl.com
2022-02-13 insert email jo..@lpl.com
2022-02-13 insert email mi..@lpl.com
2022-02-13 insert management_pages_linkeddomain oncehub.com
2022-02-13 insert person Michael Jolin
2022-02-13 update person_description Kelley Donovan => Kelley Donovan
2021-07-01 insert personal_emails co..@lpl.com
2021-07-01 delete index_pages_linkeddomain factset.com
2021-07-01 delete index_pages_linkeddomain theice.com
2021-07-01 delete phone 1-5056955
2021-07-01 insert email co..@lpl.com
2021-07-01 insert person Courtney Krogstad
2020-10-04 insert personal_emails gr..@lpl.com
2020-10-04 delete index_pages_linkeddomain emeraldsecure.com
2020-10-04 delete management_pages_linkeddomain emeraldsecure.com
2020-10-04 delete portfolio_pages_linkeddomain emeraldsecure.com
2020-10-04 delete service_pages_linkeddomain emeraldsecure.com
2020-10-04 insert email gr..@lpl.com
2020-10-04 insert person Gregg Shaffer
2020-10-04 update person_description Jeri Powalish => Jeri Powalish
2020-10-04 update person_description Kelley Donovan => Kelley Donovan
2020-10-04 update person_description Marc Mrugala => Marc Mrugala
2020-10-04 update person_description Matthew R. Richmond => Matthew R. Richmond
2020-10-04 update person_description Peggy Boris => Peggy Boris
2020-10-04 update person_description Sarah Will => Sarah Will
2020-10-04 update person_title Andrew Boyd: Wealth Manager => LPL Financial Advisor; Wealth Manager
2020-10-04 update person_title Kelley Donovan: Financial Advisor => Securities and Advisory Services Offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC; Financial Advisor; LPL Financial Advisor
2020-10-04 update person_title Marc Mrugala: Financial Advisor => Financial Advisor; LPL Financial Advisor
2020-10-04 update person_title Matthew R. Richmond: Financial Advisor => Financial Advisor; LPL Financial Advisor
2020-10-04 update person_title Peggy Boris: Board Member of the Bavarian Bierhaus => Board Member and past - President of the Bavarian Soccer Club; Securities and Advisory Services Offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC; LPL Financial Advisor
2020-10-04 update person_title Peter Anderson: Financial Advisor => Financial Advisor; LPL Financial Advisor; Representative
2020-10-04 update person_title Sarah Will: Sales Assistant => Client Service Specialist
2020-10-04 update person_title W. Ryan Gray: null => LPL Financial Advisor
2019-10-20 insert portfolio_pages_linkeddomain factset.com
2019-10-20 insert portfolio_pages_linkeddomain theice.com
2019-09-20 delete source_ip 199.59.138.230
2019-09-20 delete source_ip 199.59.136.230
2019-09-20 insert source_ip 162.159.130.79
2019-09-20 insert source_ip 162.159.129.79
2019-08-21 delete personal_emails jo..@lpl.com
2019-08-21 delete email jo..@lpl.com
2019-08-21 delete portfolio_pages_linkeddomain factset.com
2019-08-21 delete portfolio_pages_linkeddomain theice.com
2019-04-02 delete person Buddy, Mascot
2019-04-02 delete source_ip 199.59.136.220
2019-04-02 insert source_ip 199.59.138.230
2019-04-02 insert source_ip 199.59.136.230
2018-08-01 update website_status FlippedRobots => OK
2018-08-01 delete source_ip 199.59.138.230
2018-08-01 delete source_ip 199.59.136.230
2018-08-01 insert person Jeri Powalish
2018-08-01 insert source_ip 199.59.136.220
2018-03-30 update website_status OK => FlippedRobots
2018-02-09 update website_status FlippedRobots => OK
2018-02-09 insert personal_emails ke..@lpl.com
2018-02-09 delete person Jeri Powalish
2018-02-09 insert email ke..@lpl.com
2018-02-09 insert person Kelley Donovan
2018-01-21 update website_status OK => FlippedRobots
2017-12-13 update website_status FlippedRobots => OK
2017-12-13 insert personal_emails am..@lpl.com
2017-12-13 insert personal_emails ma..@lpl.com
2017-12-13 delete address 7105 W Mequon Rd, Ste 102, PO BOX 343 Mequon, WI 53092
2017-12-13 delete index_pages_linkeddomain google.com
2017-12-13 delete management_pages_linkeddomain google.com
2017-12-13 delete portfolio_pages_linkeddomain google.com
2017-12-13 delete service_pages_linkeddomain google.com
2017-12-13 delete ticker_symbol IDC
2017-12-13 insert address 7702 W. Mequon Road Mequon, WI 53097
2017-12-13 insert email am..@lpl.com
2017-12-13 insert email an..@lpl.com
2017-12-13 insert email ma..@lpl.com
2017-12-13 insert index_pages_linkeddomain factset.com
2017-12-13 insert index_pages_linkeddomain theice.com
2017-12-13 insert person Amy Wagner
2017-12-13 insert person Andy Boyd
2017-12-13 insert person Marc Mrugala
2017-12-13 insert portfolio_pages_linkeddomain factset.com
2017-12-13 insert portfolio_pages_linkeddomain theice.com
2017-12-13 update primary_contact 7105 W Mequon Rd, Ste 102, PO BOX 343 Mequon, WI 53092 => 7702 W. Mequon Road Mequon, WI 53097
2017-12-02 update website_status FailedRobots => FlippedRobots
2017-10-24 update website_status FlippedRobots => FailedRobots
2017-09-27 update website_status FailedRobots => FlippedRobots
2017-07-14 update website_status FlippedRobots => FailedRobots
2017-06-03 update website_status FailedRobots => FlippedRobots
2017-05-13 update website_status FlippedRobots => FailedRobots
2017-03-13 update website_status FailedRobots => FlippedRobots
2017-01-25 update website_status FlippedRobots => FailedRobots
2016-12-11 update website_status FailedRobots => FlippedRobots
2016-11-12 update website_status FlippedRobots => FailedRobots
2016-08-09 update website_status OK => FlippedRobots
2016-05-17 update website_status FlippedRobots => OK
2016-05-17 delete source_ip 69.89.67.231
2016-05-17 insert source_ip 199.59.138.230
2016-05-17 insert source_ip 199.59.136.230
2016-03-29 update website_status OK => FlippedRobots
2015-08-15 insert email sa..@lpl.com
2015-08-15 insert person Sarah Will
2015-06-05 insert personal_emails pe..@lpl.com
2015-06-05 insert email pe..@lpl.com
2015-06-05 insert person Peter Anderson
2015-04-03 delete address Industry News Calculators LPL 2013 Outlook LPL 2012 Outlook
2015-04-03 insert address Industry News Calculators LPL 2014 Outlook LPL 2013 Outlook LPL 2012 Outlook
2015-03-04 delete email ri..@lpl.com
2015-01-31 delete address 385 Williamstowne Suite 105 Delafield, WI 53018
2015-01-31 delete alias Richmond Investment Services LLC
2015-01-31 delete fax 262-303-4180
2015-01-31 delete phone 262-303-4932
2015-01-31 delete phone 262-339-9352
2014-09-11 delete email je..@lpl.com
2014-09-11 insert email je..@lpl.com
2014-08-04 delete about_pages_linkeddomain pageturnpro.com
2014-08-04 delete contact_pages_linkeddomain pageturnpro.com
2014-08-04 delete management_pages_linkeddomain pageturnpro.com
2014-08-04 delete portfolio_pages_linkeddomain pageturnpro.com
2014-05-27 delete personal_emails la..@lpl.com
2014-05-27 delete email la..@lpl.com
2014-05-27 delete person Laura B. Pearson
2014-03-26 insert personal_emails an..@lpl.com
2014-03-26 insert email an..@lpl.com
2014-03-26 insert person Andrea Richmond