EMBREE FINANCIAL GROUP - History of Changes


DateDescription
2024-03-30 update person_description Nick Demopoulos => Nick Demopoulos
2024-03-30 update person_description Paul Embree => Paul Embree
2023-09-02 insert person Cooper Perry
2023-09-02 insert person Jared Funk
2023-09-02 insert person Lara Dalton
2023-09-02 insert person Phoebe Hurwitz
2023-09-02 update person_description Jennifer Clifford => Jennifer Clifford
2023-09-02 update person_description Nick Demopoulos => Nick Demopoulos
2023-09-02 update person_title Jennifer Clifford: Director of Financial Planning => Private Wealth Advisor
2023-09-02 update person_title Matt Stadler: Senior Private Wealth Advisor & Retirement Plan Consultant => Partner
2023-09-02 update person_title Michael Peart: Director of Private Wealth Management and Relationship Manager => Director of Private Wealth Management Relationships
2023-06-29 delete source_ip 35.209.255.160
2023-06-29 insert source_ip 35.215.77.111
2023-01-07 update person_title Courtney Poffenberger: Associate; Relationship Manager => Associate Director of Operations
2023-01-07 update person_title Michael Peart: Private Wealth Advisor => Director of Private Wealth Management and Relationship Manager
2022-03-07 insert person Nick Demopoulos
2021-04-17 delete email ws..@embreefinancial.com
2021-04-17 delete person Samantha J. Hays
2021-04-17 delete person Walker Stadler
2021-04-17 insert email gm..@embreefinancial.com
2021-04-17 insert person Andrew Farinelli
2021-04-17 insert person Gregg Makela
2021-04-17 update person_title Kathryn Pride: Senior Relationship Manager Retirement Plan Services; Senior Relationship Manager => Director of Retirement Plan Services
2021-04-17 update person_title Michael Peart: Associate Private Wealth Management Investment Advisor Representative => Financial and Wealth Management Investment Advisor
2020-03-21 delete source_ip 37.60.225.8
2020-03-21 insert source_ip 35.209.255.160
2019-08-22 delete email bs..@embreefinancial.com
2019-08-22 delete person Bria Santiago
2019-05-18 insert email bs..@embreefinancial.com
2019-05-18 insert email jc..@embreefinancial.com
2019-05-18 insert email jk..@embreefinancial.com
2019-05-18 insert email jp..@embreefinancial.com
2019-05-18 insert email kp..@embreefinancial.com
2019-05-18 insert email mp..@embreefinancial.com
2019-05-18 insert email ms..@embreefinancial.com
2019-05-18 insert email pe..@embreefinancial.com
2019-05-18 insert email sh..@embreefinancial.com
2019-05-18 insert email we..@embreefinancial.com
2019-05-18 insert email ws..@embreefinancial.com
2019-01-22 delete index_pages_linkeddomain linkedin.com
2019-01-22 delete index_pages_linkeddomain qualutions.com
2019-01-22 delete industry_tag brokerage
2019-01-22 update robots_txt_status www.embreefinancial.com: 404 => 200
2018-04-25 delete about_pages_linkeddomain morningstar.com
2018-04-25 delete contact_pages_linkeddomain morningstar.com
2018-04-25 delete index_pages_linkeddomain morningstar.com
2018-04-25 delete management_pages_linkeddomain morningstar.com
2018-04-25 insert about_pages_linkeddomain emaplan.com
2018-04-25 insert contact_pages_linkeddomain emaplan.com
2018-04-25 insert index_pages_linkeddomain emaplan.com
2018-04-25 insert management_pages_linkeddomain emaplan.com
2018-03-28 insert managingdirector Jim Karabas
2018-03-28 delete email cj..@embreefinancial.com
2018-03-28 delete person Christopher C. Jenks
2018-03-28 delete source_ip 109.73.238.225
2018-03-28 insert email bs..@embreefinancial.com
2018-03-28 insert email we..@embreefinancial.com
2018-03-28 insert email ws..@embreefinancial.com
2018-03-28 insert person Bria Santiago
2018-03-28 insert person Kathryn E. Pride
2018-03-28 insert person Walker Stadler
2018-03-28 insert person William E. Embree
2018-03-28 insert source_ip 37.60.225.8
2018-03-28 update person_description Jim Karabas => Jim Karabas
2018-03-28 update person_description Katie Pride => Katie Pride
2018-03-28 update person_description Paul M. Embree => Paul M. Embree
2018-03-28 update person_description Samantha Hays => Samantha J. Hays
2018-03-28 update person_title Jim Karabas: Director of Private Wealth Management => Managing Director
2018-03-28 update person_title Katie Pride: Relationship Manager => Staff Member
2018-03-28 update person_title Samantha J. Hays: Relationship Manager; Assistant => Relationship Manager