ELEVATED RETIREMENT GROUP - History of Changes


DateDescription
2024-03-31 insert person Cheryl Battung
2024-03-31 insert person Joe Wild
2024-03-31 update person_description Cory Garcia => Cory Garcia
2024-03-31 update person_description Dallin Bunnell => Dallin Bunnell
2024-03-31 update person_description Heidi Davies => Heidi Davies
2024-03-31 update person_description Melissa Ceballos => Melissa Ceballos
2024-03-31 update person_description Sean P. Lee => Sean P. Lee
2023-10-04 delete address 9350 South 150 East Suite 320 Sandy, UT 84070
2023-10-04 insert address 11925 South 700 East Draper, UT 84020
2023-10-04 update primary_contact 9350 South 150 East Suite 320 Sandy, UT 84070 => 11925 South 700 East Draper, UT 84020
2023-07-30 update person_title Amanda Gray: Director of First Impressions => Office Manager
2023-06-27 insert person Dallin Bunnell
2023-05-27 delete address 1031 South Bluff Street Suite 108 St. George, UT 84770
2023-05-27 delete address 8100 W Marigold #140322 Boise, ID 83714
2023-05-27 delete person Lisa Hunter
2023-05-27 insert address 1760 River Road Homedale, ID 83628
2023-05-27 insert email ad..@erg-kc.com
2023-05-27 insert email bh..@elevatedcapadv.com
2023-05-27 insert email cc..@erg-slc.com
2023-05-27 insert email cg..@erg-slc.com
2023-05-27 insert email da..@erg-slc.com
2023-05-27 insert email ew..@elevatedcapadv.com
2023-05-27 insert email hd..@erg-slc.com
2023-05-27 insert email ja..@erg-kc.com
2023-05-27 insert email je..@erg-idaho.com
2023-05-27 insert email je..@erg-kc.com
2023-05-27 insert email ka..@erg-kc.com
2023-05-27 insert email li..@erg-kc.com
2023-05-27 insert email mc..@erg-slc.com
2023-05-27 insert email oj@erg-kc.com
2023-05-27 insert email ph..@erg-slc.com
2023-05-27 insert email pr..@erg-kc.com
2023-05-27 insert email sc..@erg-kc.com
2023-05-27 insert email sl..@erg-slc.com
2023-05-27 insert email ty..@erg-kc.com
2023-05-27 insert person Amanda Gray
2023-04-09 delete casestudy_pages_linkeddomain substack.com
2023-04-09 delete person Patty Kimbrell
2023-03-09 insert casestudy_pages_linkeddomain substack.com
2023-03-09 insert person Lindsay Platt
2023-02-05 delete person Kathleen Sherman
2022-12-02 delete casestudy_pages_linkeddomain listennotes.com
2022-12-02 update person_description Priscilla Hansen => Priscilla Hansen
2022-11-01 delete person Patrick Berch
2022-11-01 insert casestudy_pages_linkeddomain listennotes.com
2022-09-30 update person_description Patty Kimbrell => Patty Kimbrell
2022-08-26 insert otherexecutives Priscilla Hansen
2022-08-26 insert person Patty Kimbrell
2022-08-26 update person_description Daniel Allgaier => Daniel M. Allgaier
2022-08-26 update person_title Priscilla Hansen: Client Services Coordinator; Advisors => Advisors; Director of Client Services
2022-04-25 delete source_ip 209.59.171.126
2022-04-25 insert source_ip 72.52.250.142
2022-04-25 update website_status FlippedRobots => OK
2021-12-10 update website_status OK => FlippedRobots
2021-07-15 delete address 1173 South 250 West Suite 502 St. George, UT 84770
2021-07-15 insert address 1031 South Bluff Street Suite 108 St. George, UT 84770
2021-07-15 insert contact_pages_linkeddomain formcraft-wp.com
2021-04-19 delete casestudy_pages_linkeddomain b-cdn.net
2021-04-19 delete contact_pages_linkeddomain b-cdn.net
2021-04-19 delete index_pages_linkeddomain b-cdn.net
2021-04-19 delete management_pages_linkeddomain b-cdn.net
2021-04-19 delete terms_pages_linkeddomain b-cdn.net
2021-04-19 update person_title Tyler Moison: Paraplanner => Paraplanner & Investment Advisor Representative, Candidate for CFP® Certification
2021-02-25 delete vp Cory Garcia
2021-02-25 insert cmo Cory Garcia
2021-02-25 insert person Brooke Sidener
2021-02-25 insert person Robbie Morris
2021-02-25 update person_title Cory Garcia: Vice President => Director of Marketing
2021-01-24 delete address 1900 NW Expressway Suite 300 Oklahoma City, OK 73118
2021-01-24 delete person Kate Andersen
2021-01-24 delete phone (405) 306-4790
2021-01-24 insert phone 877.393.4724
2020-09-25 delete general_emails in..@erg-kc.com
2020-09-25 delete email in..@erg-kc.com
2020-09-25 insert address 1900 NW Expressway Suite 300 Oklahoma City, OK 73118
2020-09-25 insert person Katie Murray
2020-09-25 insert phone (405) 306-4790
2020-07-15 insert general_emails in..@erg-kc.com
2020-07-15 delete person Brook Chavers
2020-07-15 insert casestudy_pages_linkeddomain b-cdn.net
2020-07-15 insert contact_pages_linkeddomain b-cdn.net
2020-07-15 insert email in..@erg-kc.com
2020-07-15 insert index_pages_linkeddomain b-cdn.net
2020-07-15 insert management_pages_linkeddomain b-cdn.net
2020-07-15 update person_description Priscilla Hansen => Priscilla Hansen
2020-06-15 delete email as..@elevatedcapadv.com
2020-06-15 insert address 8100 W Marigold #140322 Boise ID 83714
2020-06-15 insert casestudy_pages_linkeddomain sec.gov
2020-06-15 insert contact_pages_linkeddomain sec.gov
2020-06-15 insert email as..@erg-slc.com
2020-06-15 insert index_pages_linkeddomain sec.gov
2020-06-15 insert management_pages_linkeddomain sec.gov
2020-06-15 insert phone (208) 377-1400
2020-05-14 update person_description Priscilla Hansen => Priscilla Hansen
2020-04-14 delete person Liz Kirkby
2020-04-14 insert person Brook Chavers
2020-04-14 update person_description Daniel Allgaier => Daniel Allgaier
2020-04-14 update person_title Daniel Allgaier: Financial Planner Daniel Is from Utah and Loves the Diversity of the Utah Landscape and Changing Seasons, Especially => Financial Planner
2020-04-14 update person_title Julia Urquhart: Office Manager Julia Grew Up in the Kansas City Area, Attending Universities of Missouri - Columbia & Kansas; Office Manager => Office Manager
2020-04-14 update person_title Melissa Ceballos: Director of Talent and Business Acquisition Melissa Has Nearly 20 Years' Experience in Roles Involving HR / Talent Acquisition, Sales; Director of Talent and Business Acquisition => Director of Talent and Business Acquisition
2020-03-15 delete source_ip 104.27.146.68
2020-03-15 delete source_ip 104.27.147.68
2020-03-15 insert source_ip 209.59.171.126
2020-02-14 delete cfo Adam Dougan
2020-02-14 delete otherexecutives Jacque Hayes
2020-02-14 insert person Brooke Chavers
2020-02-14 update person_description Daniel Allgaier => Daniel Allgaier
2020-02-14 update person_title Adam Dougan: Director of Finance => Technology & Finance Director
2020-02-14 update person_title Daniel Allgaier: Financial Planner => Financial Planner Daniel Is from Utah and Loves the Diversity of the Utah Landscape and Changing Seasons, Especially
2020-02-14 update person_title Jacque Hayes: Director of Client Services => Senior Director of Client Services
2020-02-14 update person_title Julia Urquhart: Office Manager => Office Manager Julia Grew Up in the Kansas City Area, Attending Universities of Missouri - Columbia & Kansas; Office Manager
2020-02-14 update person_title Melissa Ceballos: Director of Talent and Business Acquisition => Director of Talent and Business Acquisition Melissa Has Nearly 20 Years' Experience in Roles Involving HR / Talent Acquisition, Sales; Director of Talent and Business Acquisition
2020-02-14 update person_title Tyler Moison: Para Planner => Paraplanner
2019-11-07 delete address 1031 S Bluff Street St. George, UT 84770
2019-11-07 delete person Sharley Hartley
2019-11-07 insert address 1173 South 250 West Suite 502 St. George, UT 84770
2019-11-07 insert person Daniel Allgaier
2019-11-07 insert person Melissa Ceballos
2019-10-08 delete source_ip 192.249.126.216
2019-10-08 insert source_ip 104.27.146.68
2019-10-08 insert source_ip 104.27.147.68
2019-10-08 update person_title Liz Kirkby: Client Relationship Manager; Client Relationship Manager Liz Is a Native Utah Girl, Although She Has Spent Many Years Living in California => Client Relationship Manager
2019-08-08 delete person Kate Anderson
2019-08-08 insert person Kate Andersen
2019-08-08 update person_title Liz Kirkby: Client Relationship Manager => Client Relationship Manager; Client Relationship Manager Liz Is a Native Utah Girl, Although She Has Spent Many Years Living in California
2019-07-09 delete otherexecutives Aisha Bair
2019-07-09 delete person Aisha Bair
2019-07-09 insert person Holly Smith
2019-07-09 insert person Kate Anderson
2019-07-09 insert person Liz Kirkby
2019-07-09 insert person Trent Colledge
2019-04-08 insert address 1031 S Bluff Street St. George, UT 84770
2019-03-02 delete otherexecutives Sarah Kilgore
2019-03-02 delete person Sarah Kilgore
2019-03-02 insert person Sharley Hartley
2018-12-23 delete person Devan Dean
2018-10-31 delete address 1100 East 6600 So. Suite 320 Murray, UT 84121
2018-10-31 delete address 1100 East 6600 South, Suite 320 Murray, UT 84121
2018-10-31 insert address 9350 South 150 East Suite 320 Sandy, UT 84070
2018-05-08 delete source_ip 216.70.123.114
2018-05-08 insert source_ip 192.249.126.216
2018-03-10 delete person Erykah Ardis
2018-03-10 insert address 1100 East 6600 So. Suite 320 Murray, UT 84121
2018-03-10 insert address 5200 W 94th Terrace Suite 208 Prairie Village, KS 66207
2018-03-10 update primary_contact null => 1100 East 6600 So. Suite 320 Murray, UT 84121
2017-11-10 delete source_ip 67.225.137.180
2017-11-10 insert source_ip 216.70.123.114
2017-11-10 update robots_txt_status www.elevatemyretirement.com: 404 => 200
2017-06-24 delete about_pages_linkeddomain envestnet.com
2017-06-24 delete contact_pages_linkeddomain envestnet.com
2017-06-24 delete index_pages_linkeddomain envestnet.com
2017-06-24 delete management_pages_linkeddomain envestnet.com
2017-06-24 delete terms_pages_linkeddomain envestnet.com
2017-06-24 insert about_pages_linkeddomain emaplan.com
2017-06-24 insert contact_pages_linkeddomain emaplan.com
2017-06-24 insert index_pages_linkeddomain emaplan.com
2017-06-24 insert management_pages_linkeddomain emaplan.com
2017-06-24 insert person Erykah Ardis
2017-06-24 insert terms_pages_linkeddomain emaplan.com
2017-03-08 delete phone 1 855 50