CORNERSTONE FINANCIAL MANAGEMENT - History of Changes


DateDescription
2024-03-12 update person_title Karen Lee: Monferdini Wells Financial Advisor Assistant; Assistant; Financial Advisor => Assistant; Financial Advisor; Monferdini Wells Deaton Price Financial Advisor Assistant
2023-09-20 delete source_ip 35.209.0.169
2023-09-20 insert source_ip 134.209.212.167
2022-12-20 update person_title Jay Brown: Financial Advisor => CERTIFIED FINANCIAL PLANNER; CFP® Financial Advisor
2022-09-16 insert person Katherine Combs
2022-09-16 insert person Kim Wadford
2022-09-16 insert person McGee Moody
2022-09-16 insert person Ruth Barwick
2022-09-16 insert person Ryan Templeton
2022-09-16 insert person Shannon Essick-Boone
2022-09-16 update person_title Karen Lee: Monferdini Financial Advisor Assistant; Assistant; Financial Advisor => Monferdini Wells Financial Advisor Assistant; Assistant; Financial Advisor
2022-09-16 update person_title Ken Calcutt: CMFC Financial Advisor; Founder => CMFC Founder, Financial Advisor; Founder
2022-09-16 update person_title Robert Templeton: CKA Wealth Management Advisor => CKA the Templeton Group Wealth Management Advisor
2021-06-17 delete source_ip 54.236.189.64
2021-06-17 insert source_ip 35.209.0.169
2021-06-17 update robots_txt_status www.cornerstonecolumbia.com: 404 => 200
2021-02-01 update person_description Ken Calcutt => Ken Calcutt
2020-09-25 insert person Jonathan Jolley
2020-04-06 delete person David Reid
2020-04-06 insert management_pages_linkeddomain templeton-cornerstonecolumbia.com
2020-04-06 update person_title Robert Templeton: CKA, CMFC, CRPS Wealth Management Advisor => CKA Wealth Management Advisor
2019-08-13 insert about_pages_linkeddomain sipc.org
2019-08-13 insert contact_pages_linkeddomain sipc.org
2019-08-13 insert index_pages_linkeddomain sipc.org
2019-08-13 insert management_pages_linkeddomain sipc.org
2019-08-13 insert terms_pages_linkeddomain sipc.org
2019-07-10 insert about_pages_linkeddomain finra.org
2019-07-10 insert contact_pages_linkeddomain finra.org
2019-07-10 insert index_pages_linkeddomain finra.org
2019-07-10 insert terms_pages_linkeddomain finra.org
2019-02-04 update person_title Robert Price: Client Relations Manager => Financial Advisor
2019-02-04 update person_title Robert Templeton: CMFC, CRPS Wealth Management Advisor => CKA, CMFC, CRPS Wealth Management Advisor
2018-05-12 delete person Holly Cokley
2018-05-12 update person_description Robert Templeton => Robert Templeton
2017-06-17 delete source_ip 74.208.215.15
2017-06-17 insert source_ip 54.236.189.64
2017-06-17 update robots_txt_status www.cornerstonecolumbia.com: 200 => 404