| Date | Description |
|---|
| 2024-03-12 |
insert vp Eli Kes |
| 2024-03-12 |
insert person Emmy Battsend |
| 2024-03-12 |
insert terms_pages_linkeddomain google.com |
| 2024-03-12 |
update person_description Eli Kes => Eli Kes |
| 2024-03-12 |
update person_description Kristopher K. Martin => Kristopher K. Martin |
| 2024-03-12 |
update person_description Lura J. Brown => Lura J. Brown |
| 2024-03-12 |
update person_title Eli Kes: Portfolio Reporting Associate => Vice President; Vice President, Portfolio Reporting & Analytics |
| 2024-03-12 |
update person_title Lura J. Brown: Client Service Associate => Senior Associate, Operations at Element Pointe Family Office |
| 2024-03-12 |
update person_title Suzana Cacaj: Senior Associate of Operations and Marketing at Element Pointe Family Office => Senior Associate, Marketing at Element Pointe Family Office |
| 2023-08-19 |
insert person Anthony J. LaBrake |
| 2023-04-02 |
delete person Olivia Nash |
| 2023-03-01 |
delete chieflegalofficer Dionne C. Fajardo |
| 2023-03-01 |
delete person Dionne C. Fajardo |
| 2023-01-28 |
delete alias Element Pointe Family Office, LLC |
| 2023-01-28 |
insert alias Element Pointe Advisors, LLC |
| 2022-11-25 |
delete address 333 SE 2nd Avenue
Suite 2820
Miami, Florida 33131 |
| 2022-11-25 |
delete alias Element Pointe Advisors, LLC |
| 2022-11-25 |
insert address 333 SE 2nd Avenue
Suite 2520
Miami, Florida 33131 |
| 2022-11-25 |
insert alias Element Pointe Family Office, LLC |
| 2022-11-25 |
update name Element Pointe Advisors => Element Pointe Family Office |
| 2022-11-25 |
update primary_contact 333 SE 2nd Avenue
Suite 2820
Miami, Florida 33131 => 333 SE 2nd Avenue
Suite 2520
Miami, Florida 33131 |
| 2022-09-23 |
delete source_ip 75.119.221.133 |
| 2022-09-23 |
insert source_ip 173.236.234.53 |
| 2022-07-21 |
delete person Jonathan H. Goldstein |
| 2022-04-19 |
insert person Jonathan H. Goldstein |
| 2022-04-19 |
insert person Sebastian Ordonez |
| 2022-04-19 |
update person_description Suzana Cacaj => Suzana Cacaj |
| 2022-04-19 |
update person_title Suzana Cacaj: Executive Assistant to the CEO and President; Executive Assistant => Senior Associate of Operations and Marketing |
| 2021-12-11 |
delete otherexecutives Dan Rodriguez |
| 2021-12-11 |
delete person Dan Rodriguez |
| 2021-12-11 |
insert about_pages_linkeddomain schwab.com |
| 2021-12-11 |
insert contact_pages_linkeddomain schwab.com |
| 2021-12-11 |
insert index_pages_linkeddomain schwab.com |
| 2021-12-11 |
insert person Charles Schwab |
| 2021-12-11 |
insert solution_pages_linkeddomain schwab.com |
| 2021-12-11 |
insert terms_pages_linkeddomain schwab.com |
| 2021-12-11 |
update person_description Lura J. Brown => Lura J. Brown |
| 2021-12-11 |
update person_description Olivia Nash => Olivia Nash |
| 2021-12-11 |
update person_title Lura J. Brown: Associate Wealth Advisor => Client Service Associate |
| 2021-12-11 |
update person_title Olivia Nash: Client Service Associate => Associate Wealth Advisor |
| 2021-09-17 |
insert otherexecutives Dan Rodriguez |
| 2021-09-17 |
insert person Dan Rodriguez |
| 2021-09-17 |
insert person Eli Kes |
| 2021-08-17 |
delete person Gonzalo Silva |
| 2021-06-12 |
update robots_txt_status www.elementpointe.com: 0 => 200 |
| 2021-04-18 |
insert person Lura J. Brown |
| 2021-04-18 |
insert person Olivia Nash |
| 2021-04-18 |
update person_description Stephen J. O'Connell => Stephen J. O'Connell |
| 2021-02-23 |
delete person Allison Samek Seid |
| 2021-02-23 |
insert about_pages_linkeddomain sec.gov |
| 2021-02-23 |
insert contact_pages_linkeddomain sec.gov |
| 2021-02-23 |
insert index_pages_linkeddomain sec.gov |
| 2021-02-23 |
insert solution_pages_linkeddomain sec.gov |
| 2021-02-23 |
insert terms_pages_linkeddomain sec.gov |
| 2021-02-23 |
update person_title Stephen J. O'Connell: Associate, Investment Management; Associate on the Investment Management Team => Vice President on the Investment Management Team; Vice President, Investment Management |
| 2021-01-23 |
delete about_pages_linkeddomain sec.gov |
| 2021-01-23 |
delete contact_pages_linkeddomain sec.gov |
| 2021-01-23 |
delete index_pages_linkeddomain sec.gov |
| 2021-01-23 |
delete person Madison Warwar |
| 2021-01-23 |
delete solution_pages_linkeddomain sec.gov |
| 2021-01-23 |
delete terms_pages_linkeddomain sec.gov |
| 2021-01-23 |
insert person Allison Samek Seid |
| 2021-01-23 |
insert person Gonzalo Silva |
| 2021-01-23 |
insert person Suzana Cacaj |
| 2020-07-15 |
insert about_pages_linkeddomain sec.gov |
| 2020-07-15 |
insert contact_pages_linkeddomain sec.gov |
| 2020-07-15 |
insert index_pages_linkeddomain sec.gov |
| 2020-07-15 |
insert person Madison Warwar |
| 2020-07-15 |
insert solution_pages_linkeddomain sec.gov |
| 2020-07-15 |
insert terms_pages_linkeddomain sec.gov |
| 2020-07-15 |
update person_title Kristopher K. Martin: Vice President and Client Advisor; Vice President, Client Advisor => null |
| 2020-06-14 |
delete person Athiná Pitsolos |
| 2020-05-15 |
insert chieflegalofficer Dionne C. Fajardo |
| 2020-05-15 |
insert person Dionne C. Fajardo |
| 2020-04-15 |
update robots_txt_status www.elementpointe.com: 200 => 0 |
| 2020-03-15 |
update person_description Kristopher K. Martin => Kristopher K. Martin |
| 2019-11-09 |
delete address 40 SW 13th Street
Suite 701
Miami, Florida 33130 |
| 2019-11-09 |
insert address 333 SE 2nd Avenue
Suite 2820
Miami, Florida 33131 |
| 2019-11-09 |
update person_title Athiná Pitsolos: Analyst => Associate on the Investment Management Team |
| 2019-11-09 |
update person_title Kristopher K. Martin: Associate, Client Advisor; Associate and Client Advisor => Vice President and Client Advisor; Vice President, Client Advisor |
| 2019-11-09 |
update primary_contact 40 SW 13th Street
Suite 701
Miami, Florida 33130 => 333 SE 2nd Avenue
Suite 2820
Miami, Florida 33131 |
| 2019-09-09 |
insert about_pages_linkeddomain emaplan.com |
| 2019-09-09 |
insert contact_pages_linkeddomain emaplan.com |
| 2019-09-09 |
insert index_pages_linkeddomain emaplan.com |
| 2019-09-09 |
insert solution_pages_linkeddomain emaplan.com |
| 2019-09-09 |
insert terms_pages_linkeddomain emaplan.com |
| 2019-05-10 |
delete person Sophie Samuels |
| 2019-04-07 |
insert person Heath Wruble |
| 2019-01-26 |
delete person Stephen J. O'Connel |
| 2019-01-26 |
update person_description Kristopher K. Martin => Kristopher K. Martin |
| 2019-01-26 |
update person_description Stephen J. O'Connell => Stephen J. O'Connell |
| 2019-01-26 |
update person_title Stephen J. O'Connell: Senior Analyst => Associate, Investment Management; Associate on the Investment Management Team |
| 2018-12-23 |
insert person Sophie Samuels |
| 2018-08-26 |
delete coo Mary Paz De Luis |
| 2018-08-26 |
delete evp Mary Paz De Luis |
| 2018-08-26 |
delete person Mary Paz De Luis |
| 2018-04-07 |
delete source_ip 23.229.222.226 |
| 2018-04-07 |
insert contact_pages_linkeddomain addepar.com |
| 2018-04-07 |
insert contact_pages_linkeddomain fidelity.com |
| 2018-04-07 |
insert index_pages_linkeddomain addepar.com |
| 2018-04-07 |
insert index_pages_linkeddomain fidelity.com |
| 2018-04-07 |
insert partner_pages_linkeddomain addepar.com |
| 2018-04-07 |
insert partner_pages_linkeddomain fidelity.com |
| 2018-04-07 |
insert source_ip 75.119.221.133 |
| 2018-04-07 |
insert terms_pages_linkeddomain addepar.com |
| 2018-04-07 |
insert terms_pages_linkeddomain fidelity.com |
| 2018-02-19 |
update person_description Athiná Pitsolos => Athiná Pitsolos |
| 2018-02-19 |
update person_title Athiná Pitsolos: Analyst => Analyst; Analyst / Investment Management |
| 2018-02-19 |
update person_title Stephen J. O'Connell: Financial Analyst => Senior Analyst; Senior Analyst / Investment Management |
| 2017-09-27 |
insert person Athiná Pitsolos |
| 2017-08-13 |
delete contact_pages_linkeddomain addepar.com |
| 2017-08-13 |
delete index_pages_linkeddomain addepar.com |
| 2017-08-13 |
delete management_pages_linkeddomain addepar.com |
| 2017-08-13 |
delete partner_pages_linkeddomain addepar.com |
| 2017-08-13 |
delete service_pages_linkeddomain addepar.com |
| 2017-08-13 |
delete terms_pages_linkeddomain addepar.com |
| 2017-08-13 |
insert person Kristopher K. Martin |
| 2017-06-07 |
insert contact_pages_linkeddomain forbes.com |
| 2017-06-07 |
insert contact_pages_linkeddomain wsj.com |
| 2017-01-12 |
delete partner Itegria, LLC |
| 2016-11-30 |
insert partner Addepar Inc. |
| 2016-11-30 |
insert partner Itegria, LLC |
| 2016-10-05 |
delete evp Tarek El Gammal-Ortiz |
| 2016-10-05 |
delete otherexecutives Tarek El Gammal-Ortiz |
| 2016-10-05 |
insert coo Mary Paz De Luis |
| 2016-10-05 |
insert evp Mary Paz De Luis |
| 2016-10-05 |
delete person Tarek El Gammal-Ortiz |
| 2016-10-05 |
insert person Mary Paz De Luis |
| 2016-10-05 |
insert person Stephen J. O'Connell |