| Date | Description |
|---|
| 2023-10-20 |
delete person Scott Langhorne |
| 2023-10-20 |
delete person Terry Weekley |
| 2023-09-17 |
delete portfolio_pages_linkeddomain finra.org |
| 2023-09-17 |
delete portfolio_pages_linkeddomain sipc.org |
| 2023-09-17 |
insert person Lydia Tamanko |
| 2023-09-17 |
update person_description Jamie Charlton => Jamie Charlton |
| 2023-07-12 |
delete person Amy Hollowell |
| 2023-07-12 |
delete person Natalie Reder |
| 2023-07-12 |
insert person Justin Malone |
| 2023-07-12 |
update person_title Russ Goldner: Director of Supplemental Benefits => Group Benefits Consultant |
| 2023-03-31 |
insert person Natalie Reder |
| 2023-03-31 |
update person_title Amy Hollowell: Director of Securities and Compliance; Account Manager => Practice Manager |
| 2023-02-28 |
delete person Cyrus Dhatigara |
| 2023-01-27 |
update person_title Alesha Mack: Client Service Manager => Key Accounts Manager |
| 2023-01-27 |
update person_title Nichole Moore: Client Service Specialist => Account Executive |
| 2023-01-27 |
update person_title Tracy Greene: Client Service Specialist => Account Manager |
| 2022-09-21 |
delete person Rich Arnold |
| 2022-09-21 |
update person_title Amy Hollowell: Director of Securities and Compliance => Director of Securities and Compliance; Account Manager |
| 2022-07-20 |
insert person Nichole Moore |
| 2022-07-20 |
insert person Nick Ciganik |
| 2022-07-20 |
insert person Scott Hetzel |
| 2022-07-20 |
insert person Tracy Greene |
| 2022-07-20 |
update person_title Amy Hollowell: Account Manager => Director of Securities and Compliance |
| 2022-02-08 |
delete person Brie Louder |
| 2022-02-08 |
delete person Jake Brockhoff |
| 2022-02-08 |
update person_description Matthew Bosse => Matthew Bosse |
| 2022-02-08 |
update person_title Lexi Kofron: Client Service Specialist => Marketing Coordinator |
| 2022-02-08 |
update person_title Matthew Bosse: Data Analyst => Senior Account Analyst |
| 2022-02-08 |
update person_title Scott Langhorne: Account Manager => Account Executive |
| 2021-12-03 |
delete address 15 George Huser Dr, Fort Wright, KY 41011 |
| 2021-12-03 |
delete address 4801 Kennedy Ave, Cincinnati, OH 45209 |
| 2021-12-03 |
delete contact_pages_linkeddomain google.com |
| 2021-12-03 |
delete phone +1 (513) 333-4210 |
| 2021-12-03 |
delete phone 1 (513) 436-3839 |
| 2021-12-03 |
insert person Brie Louder |
| 2021-08-02 |
delete person Abby Graham |
| 2021-07-02 |
delete person Binita Devkota |
| 2021-07-02 |
insert management_pages_linkeddomain sipc.org |
| 2021-07-02 |
insert portfolio_pages_linkeddomain sipc.org |
| 2021-05-30 |
delete contact_pages_linkeddomain finra.org |
| 2021-05-30 |
delete contact_pages_linkeddomain sipc.org |
| 2021-05-30 |
delete index_pages_linkeddomain sipc.org |
| 2021-05-30 |
delete management_pages_linkeddomain sipc.org |
| 2021-05-30 |
delete portfolio_pages_linkeddomain sipc.org |
| 2021-05-30 |
delete service_pages_linkeddomain finra.org |
| 2021-05-30 |
delete service_pages_linkeddomain sipc.org |
| 2021-04-12 |
insert address 15 George Huser Dr, Fort Wright, KY 41011 |
| 2021-04-12 |
insert address 4801 Kennedy Ave, Cincinnati, OH 45209 |
| 2021-04-12 |
insert contact_pages_linkeddomain google.com |
| 2021-04-12 |
insert phone +1 (513) 333-4210 |
| 2021-04-12 |
insert phone 1 (513) 436-3839 |
| 2021-04-12 |
update person_title Cyrus Dhatigara: Financial Agent => Financial Advisor |
| 2021-04-12 |
update person_title Donald McClurg: Financial Consultant => Financial Advisor |
| 2021-04-12 |
update person_title Olivia Brumleve: Senior Solutions Licensed Broker => Licensed Insurance Broker |
| 2021-01-17 |
delete person Rob Glover |
| 2021-01-17 |
update person_title Scott Alverson: Account Manager => Group Benefits Consultant |
| 2020-10-04 |
insert address 4031 Colonel Glenn Hwy, Ste 123
Beavercreek, OH 45431 |
| 2020-10-04 |
insert phone +1 (937) 672-1547 |
| 2020-10-04 |
update person_description Kevin Hagerty => Kevin Hagerty |
| 2020-10-04 |
update person_title Cyrus Dhatigara: Financial Advisor => Financial Agent |
| 2020-10-04 |
update person_title Donald McClurg: Financial Advisor => Financial Consultant |
| 2020-10-04 |
update person_title Kevin Hagerty: Financial Advisor => Financial Agent |
| 2020-07-28 |
delete person Olivia Childs |
| 2020-07-28 |
insert person Matthew Bosse |
| 2020-07-28 |
insert person Olivia Brumleve |
| 2020-07-28 |
insert person Russ Goldner |
| 2020-07-28 |
update person_title Jake Brockhoff: Account Manager => Data Analyst |
| 2020-06-27 |
delete person Terry Weekly |
| 2020-06-27 |
insert person Binita Devkota |
| 2020-06-27 |
insert person Jake Brockhoff |
| 2020-05-28 |
insert portfolio_pages_linkeddomain great65.com |
| 2020-05-28 |
update person_title Terry Weekly: Licensed Insurance Agent => Senior Solutions Licensed Broker |
| 2020-05-28 |
update robots_txt_status engage6.gosaxon.com: 200 => 0 |
| 2020-04-27 |
insert person Terry Weekly |
| 2020-03-28 |
delete person Nat Gustafson |
| 2020-01-26 |
delete management_pages_linkeddomain sitesbysix.com |
| 2020-01-26 |
delete person Amy Wetherington |
| 2020-01-26 |
insert person Amy Hollowell |
| 2019-12-26 |
insert person Nat Gustafson |
| 2019-11-26 |
delete index_pages_linkeddomain sitesbysix.com |
| 2019-11-26 |
delete portfolio_pages_linkeddomain sitesbysix.com |
| 2019-10-26 |
delete person Eric Bokesch |
| 2019-09-26 |
insert contact_pages_linkeddomain sipc.org |
| 2019-09-26 |
insert index_pages_linkeddomain sipc.org |
| 2019-09-26 |
insert management_pages_linkeddomain sipc.org |
| 2019-09-26 |
insert portfolio_pages_linkeddomain sipc.org |
| 2019-09-26 |
insert service_pages_linkeddomain sipc.org |
| 2019-09-26 |
update person_title Lisa Baldwin: Account Manager => Account Executive |
| 2019-08-27 |
insert contact_pages_linkeddomain finra.org |
| 2019-08-27 |
insert person Lisa Baldwin |
| 2019-08-27 |
insert service_pages_linkeddomain finra.org |
| 2019-06-27 |
delete person Leslie Vogel |
| 2019-05-22 |
insert person Scott Langhorne |
| 2019-04-20 |
update person_description Deborah Raines => Deborah Raines |
| 2019-03-21 |
update person_description Garry W. Rutledge => Garry W. Rutledge |
| 2019-03-21 |
update person_description Scott Alverson => Scott Alverson |
| 2019-02-15 |
delete contact_pages_linkeddomain finra.org |
| 2019-02-15 |
delete contact_pages_linkeddomain sipc.org |
| 2019-02-15 |
delete index_pages_linkeddomain sipc.org |
| 2019-02-15 |
delete management_pages_linkeddomain sipc.org |
| 2019-02-15 |
delete portfolio_pages_linkeddomain sipc.org |
| 2019-02-15 |
delete service_pages_linkeddomain finra.org |
| 2019-02-15 |
delete service_pages_linkeddomain sipc.org |
| 2019-02-15 |
update person_title Scott Alverson: Account Executive => Account Manager |
| 2018-12-03 |
update person_description Scott Alverson => Scott Alverson |
| 2018-12-03 |
update person_title Scott Alverson: Group Benefits Consultant => Account Executive |
| 2018-10-25 |
insert portfolio_pages_linkeddomain corporatefunrun.com |
| 2018-10-25 |
update person_description Brianna Louder => Brianna Louder |
| 2018-10-25 |
update person_title Donald McClurg: null => Financial Advisor |
| 2018-09-22 |
insert person Eric Bokesch |
| 2018-09-22 |
insert person Leslie Vogel |
| 2018-09-22 |
update person_title Alesha Mack: Client Service Specialist => Client Service Manager |
| 2018-08-18 |
insert person Donald McClurg |
| 2018-08-18 |
update person_title Jake Meyer: Account Manager => Account Executive |
| 2018-07-10 |
insert service_pages_linkeddomain sitesbysix.com |
| 2018-05-23 |
delete person Leigh Rathje |
| 2018-05-23 |
insert person Lexi Kofron |
| 2018-04-04 |
delete email bm..@gosaxon.com |
| 2018-04-04 |
delete person Brad Fahrenkamp |
| 2018-04-04 |
insert email bl..@gosaxon.com |
| 2018-04-04 |
insert person Brianna Louder |
| 2018-04-04 |
insert person Rob Glover |
| 2018-02-16 |
delete source_ip 104.197.97.231 |
| 2018-02-16 |
insert source_ip 35.184.231.230 |
| 2018-01-03 |
insert contact_pages_linkeddomain sipc.org |
| 2018-01-03 |
insert index_pages_linkeddomain sipc.org |
| 2018-01-03 |
insert management_pages_linkeddomain sipc.org |
| 2018-01-03 |
insert portfolio_pages_linkeddomain sipc.org |
| 2018-01-03 |
insert service_pages_linkeddomain sipc.org |
| 2017-11-01 |
delete person Lori Kreyling |
| 2017-11-01 |
insert contact_pages_linkeddomain finra.org |
| 2017-11-01 |
insert service_pages_linkeddomain finra.org |
| 2017-11-01 |
update person_title Leigh Rathje: Senior Solutions Specialist => Senior Solutions Advisor |
| 2017-11-01 |
update person_title Rich Arnold: Medicare Consultant => Senior Solutions Advisor |