| Date | Description |
|---|
| 2024-04-20 |
insert cfo Giuseppe Visconti |
| 2024-04-20 |
insert president Giuseppe Visconti |
| 2024-04-20 |
insert email gi..@onesourcewm.com |
| 2024-04-20 |
insert person Giuseppe Visconti |
| 2023-10-11 |
delete source_ip 199.59.138.230 |
| 2023-10-11 |
delete source_ip 199.59.136.230 |
| 2023-10-11 |
insert source_ip 162.159.130.79 |
| 2023-10-11 |
insert source_ip 162.159.129.79 |
| 2023-10-11 |
update website_status IndexPageFetchError => OK |
| 2023-06-22 |
update website_status OK => IndexPageFetchError |
| 2023-03-29 |
update person_title John Scambray: Co - Founder; CEO; CIO; Board Members => Co - Founder; CEO; CIO |
| 2023-02-18 |
delete president Douglas Emitte |
| 2023-02-18 |
delete email do..@healthwealthadvisory.com |
| 2023-02-18 |
delete email ed@edoutland.com |
| 2023-02-18 |
delete management_pages_linkeddomain edoutland.com |
| 2023-02-18 |
delete person Douglas Emitte |
| 2023-02-18 |
delete person Ed Outland |
| 2023-02-18 |
delete person Tiffany Frazier |
| 2023-02-18 |
update person_title John Scambray: Co - Founder; CEO; CIO => Co - Founder; CEO; CIO; Board Members |
| 2023-01-02 |
delete personal_emails ch..@spmc.com |
| 2023-01-02 |
delete vpsales Greg Smith |
| 2023-01-02 |
delete email al..@gmail.com |
| 2023-01-02 |
delete email ch..@spmc.com |
| 2023-01-02 |
delete email gr..@healthwealthadvisory.com |
| 2023-01-02 |
delete email mi..@tdmins.com |
| 2023-01-02 |
delete management_pages_linkeddomain allay.io |
| 2023-01-02 |
delete management_pages_linkeddomain brmsonline.com |
| 2023-01-02 |
delete management_pages_linkeddomain coloniallife.com |
| 2023-01-02 |
delete management_pages_linkeddomain escreenlogic.com |
| 2023-01-02 |
delete management_pages_linkeddomain sierrapacificmortgage.com |
| 2023-01-02 |
delete person Greg Smith |
| 2023-01-02 |
delete person Michael Colenzo |
| 2023-01-02 |
delete phone 888-326-2555 |
| 2023-01-02 |
delete phone 916.847.2781 |
| 2023-01-02 |
update person_title Anthony Romano: Member of the Board; CEO => Member of the Board |
| 2023-01-02 |
update person_title Christopher Long: Member of the Board; Branch Manager => Member of the Board |
| 2022-11-19 |
delete alias OneSource Advisors |
| 2022-11-19 |
insert alias OneSource Wealth Management |
| 2022-08-01 |
update person_title Douglas Emitte: President => President; Board Members |
| 2022-05-28 |
delete ceo Chad L. Frazier |
| 2022-05-28 |
delete founder Chad L. Frazier |
| 2022-05-28 |
delete email ch..@healthwealthadvisory.com |
| 2022-05-28 |
delete person Chad L. Frasier |
| 2022-05-28 |
delete person Chad L. Frazier |
| 2022-03-26 |
insert person Chad L. Frasier |
| 2022-02-05 |
delete contact_pages_linkeddomain ossmartvest.com |
| 2022-02-05 |
delete index_pages_linkeddomain ossmartvest.com |
| 2022-02-05 |
delete management_pages_linkeddomain ossmartvest.com |
| 2022-02-05 |
delete phone 888.268.8884 |
| 2022-02-05 |
delete portfolio_pages_linkeddomain ossmartvest.com |
| 2021-04-27 |
delete address 8261 Greenback Ln Ste 100
Fair Oaks , CA 95628 |
| 2021-04-27 |
delete address THE WISE MONEY GUYS WITH
ED OUTLAND AND JOHN SCAMBRAY"
1380 AM SACRAMENTO |
| 2021-04-27 |
delete index_pages_linkeddomain factset.com |
| 2021-04-27 |
delete index_pages_linkeddomain theice.com |
| 2021-04-27 |
insert address 4080 Cavitt Stallman Rd., Suite 200
Granite Bay, CA 95746 |
| 2021-04-27 |
insert phone 888-326-2555 |
| 2021-04-27 |
insert phone 916.847.2781 |
| 2021-04-27 |
update primary_contact 8261 Greenback Ln Ste 100
Fair Oaks , CA 95628 => 4080 Cavitt Stallman Rd., Suite 200
Granite Bay, CA 95746 |
| 2020-10-08 |
delete contact_pages_linkeddomain interactivebrokers.com |
| 2020-10-08 |
delete index_pages_linkeddomain interactivebrokers.com |
| 2020-10-08 |
delete management_pages_linkeddomain interactivebrokers.com |
| 2020-10-08 |
delete portfolio_pages_linkeddomain interactivebrokers.com |
| 2020-07-15 |
delete contact_pages_linkeddomain money1055.com |
| 2020-07-15 |
delete index_pages_linkeddomain money1055.com |
| 2020-07-15 |
delete index_pages_linkeddomain runoranj.com |
| 2020-07-15 |
delete management_pages_linkeddomain money1055.com |
| 2020-07-15 |
delete portfolio_pages_linkeddomain money1055.com |
| 2020-07-15 |
insert address THE WISE MONEY GUYS WITH
ED OUTLAND AND JOHN SCAMBRAY"
1380 AM SACRAMENTO |
| 2020-07-15 |
insert contact_pages_linkeddomain am1380theanswer.com |
| 2020-07-15 |
insert email mi..@tdmins.com |
| 2020-07-15 |
insert index_pages_linkeddomain am1380theanswer.com |
| 2020-07-15 |
insert management_pages_linkeddomain am1380theanswer.com |
| 2020-07-15 |
insert person Michael Colenzo |
| 2020-07-15 |
insert portfolio_pages_linkeddomain am1380theanswer.com |
| 2020-05-07 |
insert contact_pages_linkeddomain money1055.com |
| 2020-05-07 |
insert index_pages_linkeddomain money1055.com |
| 2020-05-07 |
insert management_pages_linkeddomain money1055.com |
| 2020-05-07 |
insert portfolio_pages_linkeddomain money1055.com |
| 2020-02-04 |
insert contact_pages_linkeddomain ossmartvest.com |
| 2020-02-04 |
insert index_pages_linkeddomain ossmartvest.com |
| 2020-02-04 |
insert management_pages_linkeddomain ossmartvest.com |
| 2020-02-04 |
insert portfolio_pages_linkeddomain ossmartvest.com |
| 2019-12-25 |
delete otherexecutives Gary L. Frazier |
| 2019-12-25 |
delete otherexecutives Luke Schaffer |
| 2019-12-25 |
insert ceo Anthony Romano III |
| 2019-12-25 |
insert ceo Chad L. Frazier |
| 2019-12-25 |
insert ceo John Scambray |
| 2019-12-25 |
insert cio John Scambray |
| 2019-12-25 |
insert founder John Scambray |
| 2019-12-25 |
insert vpsales Greg Smith |
| 2019-12-25 |
delete contact_pages_linkeddomain runoranj.com |
| 2019-12-25 |
delete management_pages_linkeddomain firstamerican.com |
| 2019-12-25 |
delete management_pages_linkeddomain runoranj.com |
| 2019-12-25 |
delete person Gary L. Frazier |
| 2019-12-25 |
delete person Luke Schaffer |
| 2019-12-25 |
delete portfolio_pages_linkeddomain runoranj.com |
| 2019-12-25 |
insert address 8261 Greenback Ln Ste 100
Fair Oaks , CA 95628 |
| 2019-12-25 |
insert email gr..@healthwealthadvisory.com |
| 2019-12-25 |
insert email jo..@healthwealthadvisory.com |
| 2019-12-25 |
insert management_pages_linkeddomain escreenlogic.com |
| 2019-12-25 |
insert person Greg Smith |
| 2019-12-25 |
insert person John Scambray |
| 2019-12-25 |
update person_title Anthony Romano III: Member of the Board; Chief Revenue Officer of First American Mortgage Solutions; Chief Revenue Officer => Member of the Board; CEO |
| 2019-12-25 |
update person_title Chad L. Frazier: Founder => Co - Founder; CEO |
| 2019-03-28 |
insert otherexecutives Luke Schaffer |
| 2019-03-28 |
delete index_pages_linkeddomain profilesondemand.com |
| 2019-03-28 |
delete phone 1-888-268-8884 |
| 2019-03-28 |
delete phone 800-123-4567 |
| 2019-03-28 |
delete source_ip 107.180.26.69 |
| 2019-03-28 |
insert email ch..@healthwealthadvisory.com |
| 2019-03-28 |
insert email do..@healthwealthadvisory.com |
| 2019-03-28 |
insert index_pages_linkeddomain factset.com |
| 2019-03-28 |
insert index_pages_linkeddomain finra.org |
| 2019-03-28 |
insert index_pages_linkeddomain interactivebrokers.com |
| 2019-03-28 |
insert index_pages_linkeddomain runoranj.com |
| 2019-03-28 |
insert index_pages_linkeddomain theice.com |
| 2019-03-28 |
insert person Ed Outland |
| 2019-03-28 |
insert person Luke Schaffer |
| 2019-03-28 |
insert source_ip 199.59.138.230 |
| 2019-03-28 |
insert source_ip 199.59.136.230 |