| Date | Description |
|---|
| 2024-03-08 |
delete cmo Sherri Rice |
| 2024-03-08 |
delete otherexecutives Christina Hansen |
| 2024-03-08 |
delete address 3075 N Swan Rd #201
Tucson, AZ 85712 |
| 2024-03-08 |
delete address 3075 N Swan Road, #201
Tucson, AZ 85712 |
| 2024-03-08 |
delete address 4447 E. Broadway #101
Mesa, AZ 85206 |
| 2024-03-08 |
delete contact_pages_linkeddomain zendesk.com |
| 2024-03-08 |
delete email jl..@phelpslaw.com |
| 2024-03-08 |
delete email mi..@premierchoiceaz.com |
| 2024-03-08 |
delete email sh..@petersonazlaw.com |
| 2024-03-08 |
delete email st..@phxhealthinsurance.com |
| 2024-03-08 |
delete email tj@packard-appleby.com |
| 2024-03-08 |
delete index_pages_linkeddomain orionadvisor.com |
| 2024-03-08 |
delete index_pages_linkeddomain thestreet.com |
| 2024-03-08 |
delete person Jeff LaClair |
| 2024-03-08 |
delete person Mike Robertson |
| 2024-03-08 |
delete person Shane Peterson |
| 2024-03-08 |
delete person Stacie Howard |
| 2024-03-08 |
delete phone 480-830-1800 |
| 2024-03-08 |
delete phone 480-834-3550 |
| 2024-03-08 |
delete phone 480-878-5998 |
| 2024-03-08 |
delete phone 480-892-2488 |
| 2024-03-08 |
delete phone 623-516-8300 |
| 2024-03-08 |
insert address 3075 N Swan Road, Suite 112
Tucson, AZ 85712 |
| 2024-03-08 |
insert address 4447 E. Broadway, Suite 101
Mesa, AZ 85206 |
| 2024-03-08 |
insert index_pages_linkeddomain sharefile.com |
| 2024-03-08 |
insert person Bailey Ensign |
| 2024-03-08 |
insert person Jorge Flores |
| 2024-03-08 |
insert person Savanah Ingram |
| 2024-03-08 |
update person_description Sherri Rice => Sherri Rice |
| 2024-03-08 |
update person_title Christina Hansen: Director of Client Services => Client Relationship Specialist |
| 2024-03-08 |
update person_title Diana Bianchi: Financial Professional => Financial Advisor |
| 2024-03-08 |
update person_title Garrett Nash: Investment Adviser; Representative => Investment Adviser; Financial Advisor; Investment Advisor; Representative |
| 2024-03-08 |
update person_title Ryan Jankowski: Investment Adviser; Representative => Investment Adviser; Financial Advisor; Investment Advisor; Representative |
| 2024-03-08 |
update person_title Sherri Rice: Director of Marketing => Event Coordinator |
| 2024-03-08 |
update primary_contact 4447 E. Broadway #101
Mesa, AZ 85206 => 4447 E. Broadway, Suite 101
Mesa, AZ 85206 |
| 2023-01-02 |
delete service_pages_linkeddomain marketwatch.com |
| 2023-01-02 |
delete service_pages_linkeddomain medicalnewstoday.com |
| 2023-01-02 |
delete service_pages_linkeddomain soa.org |
| 2023-01-02 |
insert address 3075 N Swan Road, #201
Tucson, AZ 85712 |
| 2023-01-02 |
insert service_pages_linkeddomain cnbc.com |
| 2023-01-02 |
insert service_pages_linkeddomain forbes.com |
| 2023-01-02 |
insert service_pages_linkeddomain investmentnews.com |
| 2023-01-02 |
insert service_pages_linkeddomain ssa.gov |
| 2023-01-02 |
update person_title CHAD ENSIGN: Retirement Income Certified Professional ( RICP ) => Retirement Income Certified Professional ( RICP ), Investment Adviser Representative |
| 2022-06-17 |
delete address 41911 5th Street, Suite 200
Temecula, CA 92590 |
| 2022-04-14 |
insert person Stephanie Payne |
| 2022-03-14 |
delete source_ip 67.225.137.180 |
| 2022-03-14 |
insert source_ip 151.101.66.159 |
| 2021-12-12 |
delete person Brad Reichert |
| 2021-12-12 |
insert about_pages_linkeddomain aewealthmanagement.com |
| 2021-12-12 |
insert contact_pages_linkeddomain aewealthmanagement.com |
| 2021-12-12 |
insert index_pages_linkeddomain aewealthmanagement.com |
| 2021-12-12 |
insert index_pages_linkeddomain orionadvisor.com |
| 2021-12-12 |
insert person Diana Bianchi |
| 2021-12-12 |
insert service_pages_linkeddomain aewealthmanagement.com |
| 2021-12-12 |
insert terms_pages_linkeddomain aewealthmanagement.com |
| 2021-07-15 |
update person_title Ryan Jankowski: Financial Professional => Investment Adviser; Representative |
| 2021-01-20 |
insert address 41911 5th Street, Suite 200
Temecula, CA 92590 |
| 2021-01-20 |
insert phone 951-406-0586 |
| 2020-10-08 |
insert cmo Sherri Rice |
| 2020-10-08 |
insert address 3075 N Swan Rd #201
Tucson, AZ 85712 |
| 2020-10-08 |
insert index_pages_linkeddomain thestreet.com |
| 2020-10-08 |
insert person Ryan Jankowski |
| 2020-10-08 |
update person_title Bailey Finkelstein: New Business => Director of New Business |
| 2020-10-08 |
update person_title Sherri Rice: Operations Manager => Director of Marketing |
| 2020-05-04 |
insert about_pages_linkeddomain calendly.com |
| 2020-05-04 |
insert service_pages_linkeddomain calendly.com |
| 2020-05-04 |
insert terms_pages_linkeddomain calendly.com |
| 2020-04-04 |
delete index_pages_linkeddomain orionadvisor.com |
| 2019-10-03 |
insert email jl..@phelpslaw.com |
| 2019-10-03 |
insert email mi..@premierchoiceaz.com |
| 2019-10-03 |
insert email sh..@petersonazlaw.com |
| 2019-10-03 |
insert email st..@phxhealthinsurance.com |
| 2019-10-03 |
insert email tj@packard-appleby.com |
| 2019-10-03 |
insert person Jeff LaClair |
| 2019-10-03 |
insert person Mike Robertson |
| 2019-10-03 |
insert person Shane Peterson |
| 2019-10-03 |
insert person Stacie Howard |
| 2019-10-03 |
insert phone 480-830-1800 |
| 2019-10-03 |
insert phone 480-834-3550 |
| 2019-10-03 |
insert phone 480-878-5998 |
| 2019-10-03 |
insert phone 480-892-2488 |
| 2019-10-03 |
insert phone 623-516-8300 |
| 2019-09-03 |
insert person Bailey Finkelstein |
| 2019-08-04 |
insert otherexecutives Christina Hansen |
| 2019-08-04 |
insert person Brad Reichert |
| 2019-08-04 |
insert person Christina Hansen |
| 2019-08-04 |
insert person GARRETT NASH |
| 2019-08-04 |
insert person Sherri Rice |
| 2019-06-02 |
delete about_pages_linkeddomain riskalyze.com |
| 2019-06-02 |
delete contact_pages_linkeddomain riskalyze.com |
| 2019-06-02 |
delete index_pages_linkeddomain riskalyze.com |
| 2019-06-02 |
delete service_pages_linkeddomain riskalyze.com |
| 2019-06-02 |
delete terms_pages_linkeddomain riskalyze.com |
| 2019-06-02 |
insert about_pages_linkeddomain orionadvisor.com |
| 2019-06-02 |
insert contact_pages_linkeddomain orionadvisor.com |
| 2019-06-02 |
insert index_pages_linkeddomain orionadvisor.com |
| 2019-06-02 |
insert service_pages_linkeddomain orionadvisor.com |
| 2019-06-02 |
insert terms_pages_linkeddomain orionadvisor.com |
| 2019-04-02 |
insert phone 480-281-6141 |
| 2018-12-12 |
insert address 4447 E. Broadway #101
Mesa, AZ 85206 |
| 2018-12-12 |
insert contact_pages_linkeddomain zendesk.com |
| 2018-02-13 |
insert fax 480-795-7020 |
| 2017-12-31 |
insert about_pages_linkeddomain riskalyze.com |
| 2017-12-31 |
insert contact_pages_linkeddomain riskalyze.com |
| 2017-12-31 |
insert index_pages_linkeddomain riskalyze.com |
| 2017-12-31 |
insert service_pages_linkeddomain riskalyze.com |
| 2017-12-31 |
insert terms_pages_linkeddomain riskalyze.com |
| 2017-11-26 |
delete about_pages_linkeddomain riskalyze.com |
| 2017-11-26 |
delete service_pages_linkeddomain riskalyze.com |
| 2017-11-26 |
delete terms_pages_linkeddomain riskalyze.com |
| 2017-11-26 |
insert contact_pages_linkeddomain calendly.com |
| 2017-11-26 |
insert index_pages_linkeddomain calendly.com |
| 2017-10-28 |
insert about_pages_linkeddomain riskalyze.com |
| 2017-10-28 |
insert service_pages_linkeddomain riskalyze.com |
| 2017-10-28 |
insert terms_pages_linkeddomain riskalyze.com |