| Date | Description |
|---|
| 2024-04-08 |
delete vp Llajaira Soto |
| 2024-04-08 |
delete source_ip 34.160.17.71 |
| 2024-04-08 |
insert source_ip 35.190.31.54 |
| 2024-04-08 |
update person_description David King => David King |
| 2024-04-08 |
update person_title Llajaira Soto: Vice - President; Vice - President Client Relations => AVP - Client Relations |
| 2024-04-08 |
update person_title Nedeen Nasser: Corporate Counsel; AVP - Client Relationship => Corporate Counsel |
| 2024-04-08 |
update person_title Priyanka Bathwal: AVP - Tax Advisory; Certified Public Accountant => AVP - Finance; Certified Public Accountant |
| 2024-03-09 |
delete contact_pages_linkeddomain sharepoint.com |
| 2024-03-09 |
delete index_pages_linkeddomain sharepoint.com |
| 2024-03-09 |
delete source_ip 34.149.120.3 |
| 2024-03-09 |
insert contact_pages_linkeddomain iubenda.com |
| 2024-03-09 |
insert index_pages_linkeddomain awardsplatform.com |
| 2024-03-09 |
insert index_pages_linkeddomain iubenda.com |
| 2024-03-09 |
insert source_ip 34.160.17.71 |
| 2023-08-26 |
delete source_ip 34.120.190.48 |
| 2023-08-26 |
insert about_pages_linkeddomain sharepoint.com |
| 2023-08-26 |
insert contact_pages_linkeddomain sharepoint.com |
| 2023-08-26 |
insert index_pages_linkeddomain sharepoint.com |
| 2023-08-26 |
insert index_pages_linkeddomain trustpilot.com |
| 2023-08-26 |
insert management_pages_linkeddomain sharepoint.com |
| 2023-08-26 |
insert person Brennan Hiegel |
| 2023-08-26 |
insert source_ip 34.149.120.3 |
| 2023-08-26 |
insert terms_pages_linkeddomain sharepoint.com |
| 2023-08-26 |
update person_title Josh Westfall: Chief Revenue Officer - Tax Advisory; Vice President - Tax Advisory => Chief Revenue Officer - Tax Advisory |
| 2023-08-26 |
update person_title Shannon Robinson-Adkins: Associate - Personal Finance / Shannon => Associate - Client Relations / Shannon |
| 2023-05-22 |
delete coo Augusto Ruiz-Eldredge |
| 2023-05-22 |
delete person Augusto Ruiz-Eldredge |
| 2023-05-22 |
delete source_ip 34.91.95.185 |
| 2023-05-22 |
insert about_pages_linkeddomain childliteracy.org |
| 2023-05-22 |
insert person Amber E Kellogg |
| 2023-05-22 |
insert person Christopher Torres |
| 2023-05-22 |
insert source_ip 34.120.190.48 |
| 2023-05-22 |
update person_title David King: Divisional CEO => Deputy CEO |
| 2023-05-22 |
update person_title Jamie Brown: Expert; Associate - Personal Finance => Expert; AVP - Client Relationship |
| 2023-05-22 |
update person_title Leonard El: Associate - Client Relationship => AVP - Client Relationship |
| 2023-05-22 |
update person_title Priyanka Bathwal AVP: Certified Public Accountant; Associate - Tax Advisory => Certified Public Accountant |
| 2023-05-22 |
update person_title Steven Miltonberg: Associate - Personal Finance => AVP - Client Relationship |
| 2022-10-23 |
delete source_ip 35.197.227.153 |
| 2022-10-23 |
insert source_ip 34.91.95.185 |
| 2022-08-21 |
delete source_ip 172.67.179.111 |
| 2022-08-21 |
delete source_ip 104.21.64.82 |
| 2022-08-21 |
insert source_ip 35.197.227.153 |
| 2022-07-22 |
insert chieflegalofficer Nedeen Nasser |
| 2022-07-22 |
insert vp Llajaira Soto |
| 2022-07-22 |
delete address 1285 West Broadway, Suite 600,
Vancouver, BC V6H 3X8, Canada |
| 2022-07-22 |
delete address A 4040, Oberoi Garden Estates,
Chandivali Farm Road, Andheri East, Mumbai 400072, India |
| 2022-07-22 |
delete phone 855-657-2056 |
| 2022-07-22 |
insert person Jason Carr |
| 2022-07-22 |
insert person Leonard El |
| 2022-07-22 |
insert person Nedeen Nasser |
| 2022-07-22 |
insert person Shannon Robinson-Adkins |
| 2022-07-22 |
insert person Steven Miltonberg |
| 2022-07-22 |
update person_description Ramki Ramanarayanan => Ramki Ramanarayanan |
| 2022-07-22 |
update person_description Vardhman Shah => Vardhman Shah |
| 2022-07-22 |
update person_title Cyndel Schofield: null => Associate - Personal Finance |
| 2022-07-22 |
update person_title David King: CEO Personal Finance => CEO Personal Finance; Divisional CEO |
| 2022-07-22 |
update person_title Llajaira Soto: null => Vice - President; Vice - President Client Relations |
| 2022-07-22 |
update person_title Maria Antonio: Associate - Personal Finance => AVP Client Success; Associate - Personal Finance |
| 2022-07-22 |
update person_title Mukarram Dhorajiwala: Manager - Digital Products => Manager - Digital Products; Head Marketing & Branding |
| 2022-07-22 |
update person_title Rajat Garg: Global Head - Accounting, Compliance & Taxation; Associate Member of Institute => Global Head - Accounting, Compliance & Taxation; Associate Member of Institute; Vice - President Client Success |
| 2022-07-22 |
update person_title Vardhman Shah: Co - Head Control & Quality => Co - Head Control & Quality; Head Operational Efficiency |
| 2022-06-21 |
insert person Cyndel Schofield |
| 2022-04-19 |
delete source_ip 35.209.202.243 |
| 2022-04-19 |
insert source_ip 172.67.179.111 |
| 2022-04-19 |
insert source_ip 104.21.64.82 |
| 2021-05-25 |
delete address 323, Salta Verde Pt,
Long Beach, CA 90803 |
| 2021-05-25 |
delete phone (410) 800-4445 |
| 2021-05-25 |
delete phone (909) 515-0000 |
| 2021-05-25 |
insert phone (310) 855-3372 |
| 2021-05-25 |
insert phone 0-10 10-25 25-50 50 |
| 2021-04-08 |
insert personal_emails ga..@occamsadvisory.com |
| 2021-04-08 |
delete person Majid Rezaei |
| 2021-04-08 |
delete phone +1-212-531-1111 |
| 2021-04-08 |
insert email ga..@occamsadvisory.com |
| 2021-04-08 |
insert person Gaurav Mangal |
| 2021-02-14 |
delete address 19 Walker Ave, Suite 201,
Baltimore, MD 21208 |
| 2021-02-14 |
delete person Dave Pearlman |
| 2021-02-14 |
insert address 3651 South La Brea Ave # 1239,
Los Angeles, CA 90016 |
| 2021-02-14 |
insert person Jamie Brown |
| 2021-02-14 |
insert person Maria Antonio |
| 2021-02-14 |
update primary_contact 19 Walker Ave, Suite 201,
Baltimore, MD 21208 => 3651 South La Brea Ave # 1239,
Los Angeles, CA 90016 |
| 2021-01-14 |
delete address 1962 Main St, Suite 420,
Sarasota FL 34236 |
| 2021-01-14 |
delete address 3914 Murphy Canyon Rd, Suite 144A, San Diego,
CA 92123 |
| 2021-01-14 |
delete person Haley Ramsdell |
| 2021-01-14 |
delete phone (941) 222-2121 |
| 2020-09-25 |
delete alias Occams Merchant Services |
| 2020-09-25 |
insert address 1177, Avenue of the Americas, 5th Floor,
New York, USA 10036 |
| 2020-09-25 |
insert address 1285 West Broadway, Suite 600,
Vancouver, BC V6H 3X8, Canada |
| 2020-09-25 |
insert address 3333, Lee Parkway, Suite 600,
Dallas, TX 75219 |
| 2020-09-25 |
insert address 8, Percival House, 526-34, High Road,
Woodford Green, London IG80PN UK |
| 2020-09-25 |
insert address A 4040, Oberoi Garden Estates,
Chandivali Farm Road, Andheri East, Mumbai 400072, India |
| 2020-09-25 |
insert address First Floor S-2, Okhla Phase 2,
New Delhi 110020, India |
| 2020-09-25 |
insert contact_pages_linkeddomain goo.gl |
| 2020-09-25 |
insert index_pages_linkeddomain cfotechoutlook.com |
| 2020-09-25 |
insert index_pages_linkeddomain ft.com |
| 2020-09-25 |
insert index_pages_linkeddomain goo.gl |
| 2020-09-25 |
insert index_pages_linkeddomain inc.com |
| 2020-09-25 |
insert person Mukarram Dhorajiwala |
| 2020-09-25 |
insert phone (250) 800-9110 |
| 2020-09-25 |
insert phone (410) 800-4445 |
| 2020-09-25 |
insert phone (903) 600-9999 |
| 2020-09-25 |
insert phone (909) 515-0000 |
| 2020-09-25 |
insert phone (941) 222-2121 |
| 2020-09-25 |
insert phone +91 22-67413854 |
| 2020-09-25 |
update person_description Steve Landzberg => Steve Landzberg |
| 2020-06-16 |
delete address 1212 N LaSalle Blvd, Suite 2309
Chicago, IL 60610 |
| 2020-06-16 |
delete address 201 N Charles St, Suite 2406
Baltimore, MD 21201, USA |
| 2020-06-16 |
delete address 8, Percival House 526-34, High Road
Woodford Green, Essex IG80PN |
| 2020-06-16 |
delete address First Floor, A-78, Sector 4, Noida, Uttar Pradesh, India 201301 |
| 2020-06-16 |
insert address 19 Walker Ave, Suite 201,
Baltimore, MD 21208 |
| 2020-06-16 |
insert address 1962 Main St, Suite 420,
Sarasota FL 34236 |
| 2020-06-16 |
insert address 323, Salta Verde Pt,
Long Beach, CA 90803 |
| 2020-06-16 |
insert address 3914 Murphy Canyon Rd, Suite 144A, San Diego,
CA 92123 |
| 2020-06-16 |
update primary_contact 201 N Charles St, Suite 2406
Baltimore, MD 21201, USA => 3914 Murphy Canyon Rd, Suite 144A, San Diego,
CA 92123 |
| 2020-03-17 |
delete source_ip 77.104.138.199 |
| 2020-03-17 |
insert source_ip 35.209.202.243 |
| 2019-04-28 |
delete address 112 West 34 St, 18th Flr
New York, NY 10120, USA
Baltimore |
| 2019-04-28 |
insert address 201 N Charles St, Suite 2406
Baltimore, MD 21201, USA |
| 2019-02-07 |
update website_status IndexPageFetchError => OK |
| 2019-02-07 |
delete person Abhishake Jain |
| 2019-02-07 |
delete person Christian Wiesendanger |
| 2018-12-13 |
update website_status OK => IndexPageFetchError |
| 2018-02-24 |
delete source_ip 104.24.114.71 |
| 2018-02-24 |
delete source_ip 104.24.115.71 |
| 2018-02-24 |
insert source_ip 77.104.138.199 |
| 2018-01-06 |
delete person Andreias Vickers |
| 2018-01-06 |
delete person Ben Reeder |
| 2017-12-04 |
delete person Clinton Spellman |
| 2017-12-04 |
insert person Ben Reeder |
| 2017-12-04 |
insert person Cabretta Lyle |
| 2017-08-08 |
delete source_ip 107.180.41.51 |
| 2017-08-08 |
insert source_ip 104.24.114.71 |
| 2017-08-08 |
insert source_ip 104.24.115.71 |