| Date | Description |
|---|
| 2022-12-27 |
insert president Tarah Williams |
| 2022-12-27 |
delete index_pages_linkeddomain investmentnews.com |
| 2022-12-27 |
delete person Russell Tarbett |
| 2022-12-27 |
delete phone 1520196306915848192 |
| 2022-12-27 |
delete phone 1521947678225092615 |
| 2022-12-27 |
delete source_ip 192.185.114.244 |
| 2022-12-27 |
insert phone 1605974344160514048 |
| 2022-12-27 |
insert phone 1606305161617367041 |
| 2022-12-27 |
insert source_ip 209.17.116.163 |
| 2022-12-27 |
update person_title Tarah Williams: Chief Operating Officer; Member of the Senior Leadership Team => President; COO; Member of the Senior Leadership Team |
| 2022-12-27 |
update person_title Wes Shindler: Director, Sales Supervision & Audit; Director, Sales Supervision & Audit / Business Development; Member of the Leadership Team => Member of the Leadership Team; Director, Supervision & Audit / Business Development; Director, Supervision & Audit |
| 2022-12-27 |
update website_status InvalidLanguage => OK |
| 2022-06-28 |
update website_status OK => InvalidLanguage |
| 2022-05-26 |
delete index_pages_linkeddomain fa-mag.com |
| 2022-05-26 |
delete index_pages_linkeddomain wealthsolutionsreport.com |
| 2022-05-26 |
delete phone 1509547869031833609 |
| 2022-05-26 |
delete phone 1514686644732968967 |
| 2022-05-26 |
insert index_pages_linkeddomain investmentnews.com |
| 2022-05-26 |
insert phone 1520196306915848192 |
| 2022-05-26 |
insert phone 1521947678225092615 |
| 2022-04-25 |
insert otherexecutives Kim Utz |
| 2022-04-25 |
delete index_pages_linkeddomain dwealth.news |
| 2022-04-25 |
delete index_pages_linkeddomain prnewswire.com |
| 2022-04-25 |
delete phone 1498456215533228033 |
| 2022-04-25 |
delete phone 1499055754527088653 |
| 2022-04-25 |
delete phone 1505919878921961475 |
| 2022-04-25 |
insert index_pages_linkeddomain fa-mag.com |
| 2022-04-25 |
insert index_pages_linkeddomain wealthsolutionsreport.com |
| 2022-04-25 |
insert person Kim Utz |
| 2022-04-25 |
insert person Robert Coulter |
| 2022-04-25 |
insert phone 1509547869031833609 |
| 2022-04-25 |
insert phone 1514686644732968967 |
| 2022-03-25 |
delete chro Wendy Simmons |
| 2022-03-25 |
insert otherexecutives Amber Goetz |
| 2022-03-25 |
insert otherexecutives Wes Shindler |
| 2022-03-25 |
delete index_pages_linkeddomain barrons.com |
| 2022-03-25 |
delete phone 1470829073001758723 |
| 2022-03-25 |
delete phone 1471245268335185923 |
| 2022-03-25 |
delete phone 1471506758828920842 |
| 2022-03-25 |
delete phone 51639249302 |
| 2022-03-25 |
insert index_pages_linkeddomain dwealth.news |
| 2022-03-25 |
insert index_pages_linkeddomain prnewswire.com |
| 2022-03-25 |
insert person Amber Goetz |
| 2022-03-25 |
insert person Wes Shindler |
| 2022-03-25 |
insert phone 1498456215533228033 |
| 2022-03-25 |
insert phone 1499055754527088653 |
| 2022-03-25 |
insert phone 1505919878921961475 |
| 2022-03-25 |
update person_title Hilary Pluemer: Director, Advisor Services => Managing Director, Advisor Services; Member of the Executive Team |
| 2022-03-25 |
update person_title Paul Keeton: Director of Investments & Advisory Solutions => Managing Director, Investments & Advisory Solutions; Member of the Executive Team; Managing Director of Investments |
| 2022-03-25 |
update person_title Wendy Simmons: HR Director; Director, Human Resources / Business Development; Director, Human Resources => Managing Director of Human Resources; Member of the Executive Team |
| 2021-12-22 |
delete otherexecutives Tarah Williams |
| 2021-12-22 |
insert coo Tarah Williams |
| 2021-12-22 |
delete person Roberto Martinez |
| 2021-12-22 |
delete phone 1323784189746044936 |
| 2021-12-22 |
delete phone 1372654911784169481 |
| 2021-12-22 |
delete phone 1416177988274634755 |
| 2021-12-22 |
insert index_pages_linkeddomain barrons.com |
| 2021-12-22 |
insert person Paul Keeton |
| 2021-12-22 |
insert phone 1470829073001758723 |
| 2021-12-22 |
insert phone 1471245268335185923 |
| 2021-12-22 |
insert phone 1471506758828920842 |
| 2021-12-22 |
insert phone 51639249302 |
| 2021-12-22 |
update person_title Abel Garcia: Member of the Executive Team; Chief Compliance Officer => Member of the Executive Team |
| 2021-12-22 |
update person_title Tarah Williams: Chief Administrative Officer; Member of the Executive Team => Chief Operating Officer; Member of the Executive Team |
| 2021-07-24 |
delete index_pages_linkeddomain hubs.ly |
| 2021-07-24 |
delete phone 1321444185740857344 |
| 2021-07-24 |
insert phone 1416177988274634755 |
| 2021-06-20 |
delete evp Richard Pascuzzi |
| 2021-06-20 |
delete evp Tim Edwards |
| 2021-06-20 |
delete president David Stringer |
| 2021-06-20 |
insert otherexecutives Tarah Williams |
| 2021-06-20 |
delete about_pages_linkeddomain trib.al |
| 2021-06-20 |
delete career_pages_linkeddomain trib.al |
| 2021-06-20 |
delete contact_pages_linkeddomain trib.al |
| 2021-06-20 |
delete index_pages_linkeddomain trib.al |
| 2021-06-20 |
delete management_pages_linkeddomain trib.al |
| 2021-06-20 |
delete phone 1229518271877177344 |
| 2021-06-20 |
delete phone 1232282349875933187 |
| 2021-06-20 |
delete phone 1243640854851584000 |
| 2021-06-20 |
insert index_pages_linkeddomain hubs.ly |
| 2021-06-20 |
insert person Russell Tarbett |
| 2021-06-20 |
insert phone 1321444185740857344 |
| 2021-06-20 |
insert phone 1323784189746044936 |
| 2021-06-20 |
insert phone 1372654911784169481 |
| 2021-06-20 |
update person_description Tarah Williams => Tarah Williams |
| 2021-06-20 |
update person_title Abel Garcia: Senior Vice President, Risk Management & CCO; Member of the Executive Team => Member of the Executive Team; Chief Compliance Officer |
| 2021-06-20 |
update person_title David Stringer: Principal; Member of the Executive Team; President => Co - CEO, Managing Partner; Co - CEO and Managing Partner; Member of the Executive Team |
| 2021-06-20 |
update person_title Richard Pascuzzi: Executive Vice President; Principal; Member of the Executive Team => Member of the Executive Team; Partner |
| 2021-06-20 |
update person_title Tarah Williams: Senior Vice President, Marketing & Advisor Loyalty; Senior Vice President, Marketing; Member of the Executive Team; Business Development Team => Chief Administrative Officer; Member of the Executive Team |
| 2021-06-20 |
update person_title Tim Edwards: Executive Vice President; Principal; Member of the Executive Team => Co - CEO, Managing Partner; Member of the Executive Team |
| 2020-04-05 |
delete address 5429 LBJ Freeway, Suite 400
Dallas, Texas 75240 |
| 2020-04-05 |
insert about_pages_linkeddomain trib.al |
| 2020-04-05 |
insert address 5429 LBJ Freeway, Suite 750
Dallas, Texas 75240 |
| 2020-04-05 |
insert career_pages_linkeddomain trib.al |
| 2020-04-05 |
insert contact_pages_linkeddomain trib.al |
| 2020-04-05 |
insert index_pages_linkeddomain trib.al |
| 2020-04-05 |
insert management_pages_linkeddomain trib.al |
| 2020-04-05 |
insert phone 1229518271877177344 |
| 2020-04-05 |
insert phone 1232282349875933187 |
| 2020-04-05 |
insert phone 1243640854851584000 |
| 2020-04-05 |
update person_title Hilary Pluemer: Director, Practice Management => Director, Advisor Services |
| 2020-04-05 |
update primary_contact 5429 LBJ Freeway, Suite 400
Dallas, Texas 75240 => 5429 LBJ Freeway, Suite 750
Dallas, Texas 75240 |
| 2020-04-05 |
update website_status InternalLimits => OK |
| 2019-10-06 |
update website_status OK => InternalLimits |
| 2019-02-27 |
insert otherexecutives Barbara Hale |
| 2019-02-27 |
update person_description Barbara Hale => Barbara Hale |
| 2019-02-27 |
update person_title Barbara Hale: Senior Vice President, Operations => Director, Operations |
| 2018-04-21 |
delete index_pages_linkeddomain marketwatch.com |
| 2018-02-25 |
update person_description Cassandra Galvan => Cassandra Galvan |
| 2017-08-22 |
insert index_pages_linkeddomain prnewswire.com |