| Date | Description |
|---|
| 2022-08-14 |
insert person Adam Miller |
| 2022-06-02 |
update person_description Michael Fischer => Michael B. Fischer |
| 2022-04-17 |
insert cmo Regina Carmon |
| 2022-04-17 |
insert otherexecutives Aimee M. Adler |
| 2022-04-17 |
insert otherexecutives Jessica Chowdhury |
| 2022-04-17 |
insert otherexecutives Regina Carmon |
| 2022-04-17 |
delete person Alicia Wall |
| 2022-04-17 |
delete person Kimberly Sharp |
| 2022-04-17 |
delete person Steve Dardanello |
| 2022-04-17 |
delete person Taylor J. Thomas |
| 2022-04-17 |
delete source_ip 23.236.158.52 |
| 2022-04-17 |
insert person Aimee M. Adler |
| 2022-04-17 |
insert person Jessica Chowdhury |
| 2022-04-17 |
insert person Justin M. Giacona |
| 2022-04-17 |
insert person Regina Carmon |
| 2022-04-17 |
insert source_ip 141.193.213.21 |
| 2022-04-17 |
insert source_ip 141.193.213.20 |
| 2022-04-17 |
update person_description Mariella Foley => Mariella Foley |
| 2022-04-17 |
update person_title Christopher Turso: Associate, Wealth Analyst => Senior Associate, Wealth Analyst |
| 2022-04-17 |
update person_title Frederic Behrens: CFP®Wealth Advisor; Director, Wealth Advisor With; Member of the Investment Committee => Senior Director, Wealth Advisor With; CFP®Wealth Advisor; Wealth Advisor; Member of the Investment Committee |
| 2021-08-25 |
insert otherexecutives Matthew Alschen CFP |
| 2021-08-25 |
insert address One Rockefeller Plaza
10th Floor
New York, NY 10020 |
| 2021-08-25 |
insert person Matthew Alschen CFP |
| 2021-05-21 |
insert email rp..@roundtablewealth.com |
| 2021-05-21 |
update person_title Steve Dardanello: Associate; Operations Analyst; Associate, Operations Analyst With => Operations Analyst; Associate, Operations Analyst With |
| 2021-04-05 |
insert president Rich Policastro |
| 2021-04-05 |
delete person Francis A. Hayes |
| 2021-04-05 |
insert person Rich Policastro |
| 2021-04-05 |
update person_description Michael Fischer => Michael Fischer |
| 2021-01-26 |
delete source_ip 69.58.6.173 |
| 2021-01-26 |
insert person Kimberly Sharp |
| 2021-01-26 |
insert person Marianne Rodriguez |
| 2021-01-26 |
insert source_ip 23.236.158.52 |
| 2020-09-26 |
delete person Catherine M. Varakian |
| 2020-09-26 |
insert person Anthony Rosetti |
| 2020-09-26 |
insert person Debora Brody |
| 2020-09-26 |
update person_description Lauren G. Gooding => Lauren G. Gooding |
| 2020-06-17 |
delete contact_pages_linkeddomain openstreetmap.org |
| 2020-05-18 |
delete person Saahith Vukanti |
| 2020-04-17 |
delete person Joseph A. Cosma |
| 2020-02-16 |
insert contact_pages_linkeddomain openstreetmap.org |
| 2020-02-16 |
insert person Matt Burns |
| 2020-02-16 |
insert person Steve Dardanello |
| 2020-02-16 |
update person_title Marcia Paltenstein CFP: Senior Director, Wealth Advisor => Chief Operating Officer and Wealth Advisor; COO, Wealth Advisor |
| 2020-02-16 |
update person_title Mariella Foley: Member of the Institute for Divorce Financial Analysts; Managing Director, Wealth Advisor With => Member of the Institute for Divorce Financial Analysts; Wealth Advisor With |
| 2020-01-15 |
delete address 1001 SW Emkay Drive
Suite 100
Bend, OR 97702 |
| 2020-01-15 |
insert address 2843 NW Lolo Drive
Suite 200
Bend, OR 97703 |
| 2019-11-14 |
delete person Lee Whetstone |
| 2019-11-14 |
insert person Saahith Vukanti |
| 2019-11-14 |
update person_description Theodore D. Schneider => Theodore D. Schneider |
| 2019-08-15 |
delete person Adam Sabban |
| 2019-08-15 |
insert person Christopher Turso |
| 2019-04-13 |
update person_description Lauren G. Gooding => Lauren G. Gooding |
| 2019-02-03 |
update person_description Eric Thompson => Eric Thompson |
| 2019-02-03 |
update person_title Eric Thompson: Associate, Wealth Analyst => Director, Wealth Advisor |
| 2018-11-14 |
delete source_ip 198.245.66.170 |
| 2018-11-14 |
insert source_ip 69.58.6.173 |
| 2018-07-29 |
delete source_ip 108.179.250.221 |
| 2018-07-29 |
insert source_ip 198.245.66.170 |
| 2018-03-08 |
update person_description Adam Sabban => Adam Sabban |
| 2018-01-25 |
update person_description Adam Sabban => Adam Sabban |