| Date | Description |
|---|
| 2023-08-12 |
delete management_pages_linkeddomain horterinvestmentmarketplace.com |
| 2023-08-12 |
delete person Ashlee Willis |
| 2023-04-23 |
insert person Cindy Alexander |
| 2023-03-22 |
insert person Ashlee Willis |
| 2023-03-22 |
insert person Doug Bender |
| 2022-11-16 |
delete person Becky Hartsuck |
| 2022-11-16 |
delete person Leigh Fisher |
| 2022-11-16 |
insert person Leigh Davis |
| 2022-10-15 |
insert management_pages_linkeddomain horterinvestmentmarketplace.com |
| 2022-10-15 |
update person_title Griffin Horter: Technology Specialist => Corporate Strategist |
| 2022-10-15 |
update person_title Hayden Horter: Business Analyst => Investment Strategist |
| 2022-10-15 |
update person_title Janet Taylor: Orion Specialist => Technology Specialist |
| 2022-10-15 |
update person_title Leigh Fisher: Marketing Support and Onboarding Specialist => Marketing Supervisor and Onboarding Specialist |
| 2022-10-15 |
update person_title Michael Van Zile: Business Development Specialist => Director of Advisor Development |
| 2022-06-13 |
delete coo Jim Malgeri |
| 2022-06-13 |
delete person Cindy Alexander |
| 2022-06-13 |
delete person Jim Malgeri |
| 2022-06-13 |
delete person Mitch Deskins |
| 2022-06-13 |
update person_title Evelyn Davis: Marketing Assistant => Marketing Support |
| 2022-06-13 |
update person_title Leigh Fisher: Onboarding Specialist => Marketing Support and Onboarding Specialist |
| 2022-04-12 |
delete person Jack Peters |
| 2022-03-13 |
delete otherexecutives Jeff Schmidt |
| 2022-03-13 |
delete person Jeff Schmidt |
| 2022-03-13 |
insert person Becky Hartsuck |
| 2021-12-13 |
delete cmo Avery Robbins |
| 2021-12-13 |
delete person Avery Robbins |
| 2021-09-20 |
delete person Sarah Botwright |
| 2021-08-20 |
delete evp Jack Peters |
| 2021-08-20 |
delete president Drew Horter |
| 2021-08-20 |
insert founder Drew Horter |
| 2021-08-20 |
update person_title Drew Horter: CEO; President => CEO; Founder |
| 2021-08-20 |
update person_title Griffin Horter: Advisor Onboarding Specialist => Technology Specialist |
| 2021-08-20 |
update person_title Hayden Horter: Lead Project Manager => Business Analyst |
| 2021-08-20 |
update person_title Jack Peters: Executive Vice President; Investment Advisor; Representative => Director of Recruiting; Investment Advisor; Representative |
| 2021-08-20 |
update person_title Jeff Schmidt: Director of Business Development; Investment Advisor; Representative => Director of Advisor Experience; Director of Business Development; Investment Advisor; Representative |
| 2021-08-20 |
update person_title Leigh Fisher: Business Development Specialist => Onboarding Specialist |
| 2021-08-20 |
update person_title Pattie Hall: Executive Administrative Assistant => Executive Assistant |
| 2021-07-18 |
insert coo Jim Malgeri |
| 2021-07-18 |
delete person Chris Meyer |
| 2021-07-18 |
delete person Sadie Adams |
| 2021-07-18 |
insert person Jim Malgeri |
| 2021-05-13 |
delete source_ip 166.62.112.150 |
| 2021-05-13 |
insert source_ip 69.167.171.157 |
| 2021-05-13 |
update website_status FlippedRobots => OK |
| 2021-04-23 |
update website_status OK => FlippedRobots |
| 2020-10-14 |
insert about_pages_linkeddomain 24x7wpsupport.com |
| 2020-10-14 |
insert about_pages_linkeddomain secureservercdn.net |
| 2020-10-14 |
insert contact_pages_linkeddomain 24x7wpsupport.com |
| 2020-10-14 |
insert contact_pages_linkeddomain secureservercdn.net |
| 2020-10-14 |
insert index_pages_linkeddomain 24x7wpsupport.com |
| 2020-10-14 |
insert index_pages_linkeddomain secureservercdn.net |
| 2020-10-14 |
insert management_pages_linkeddomain 24x7wpsupport.com |
| 2020-10-14 |
insert management_pages_linkeddomain secureservercdn.net |
| 2020-03-29 |
delete coo Kirk R. Horter |
| 2020-03-29 |
delete email je..@him-ria.com |
| 2020-03-29 |
delete email md..@him-ria.com |
| 2020-03-29 |
delete person Kirk R. Horter |
| 2020-03-29 |
delete person Mitch Deskins |
| 2020-03-29 |
insert email cm..@him-ria.com |
| 2020-03-29 |
insert email jt..@him-ria.com |
| 2020-03-29 |
insert person Chris Meyer |
| 2020-03-29 |
insert person Janet Taylor |
| 2020-03-29 |
update person_title Andrew Murray: Web Design / Marketing Support => Web Design / Marketing Assistant |
| 2020-03-29 |
update person_title Jasmine Kohli: Trading Support / Trading Team => Trading Support |
| 2020-03-29 |
update person_title Kevin Hetzer: Assistant Director of Operations & Technology; Member of the Management Team and Has Been With; Member of the Management Team => Director of Operations & Technology; Member of the Management Team and Has Been With; Member of the Management Team |
| 2020-03-29 |
update person_title Leigh Fisher: null => Advisor Engagement |
| 2020-03-29 |
update person_title Pattie Hall: Executive Administrative Assistant => Executive Assistant |
| 2020-03-29 |
update person_title Sadie Adams: Compliance Analyst => Compliance Supervisor |
| 2020-02-27 |
delete email je..@him-ria.com |
| 2020-02-27 |
delete person Jessica Vierling |
| 2019-10-02 |
delete email ke..@him-ria.com |
| 2019-10-02 |
delete email ms..@him-ria.com |
| 2019-09-02 |
delete email ia..@him-ria.com |
| 2019-09-02 |
delete person Ian Gedminas |
| 2019-05-29 |
delete about_pages_linkeddomain clickfunnels.com |
| 2019-04-27 |
delete email mp..@him-ria.com |
| 2019-04-27 |
delete email re..@him-ria.com |
| 2019-04-27 |
delete person Ashley Overbey |
| 2019-03-27 |
delete email jh..@him-ria.com |
| 2019-03-27 |
delete email jt..@him-ria.com |
| 2019-03-27 |
delete email od..@him-ria.com |
| 2019-03-27 |
delete email sc..@him-ria.com |
| 2019-03-27 |
delete index_pages_linkeddomain riskalyze.com |
| 2019-03-27 |
delete person Omar Daas |
| 2019-03-27 |
delete person Shruti Choudhary |
| 2019-01-05 |
delete source_ip 104.28.8.187 |
| 2019-01-05 |
delete source_ip 104.28.9.187 |
| 2019-01-05 |
insert source_ip 166.62.112.150 |
| 2018-08-09 |
delete email cn..@him-ria.com |
| 2018-08-09 |
delete person Pattie Stacy |
| 2018-08-09 |
insert email je..@him-ria.com |
| 2018-08-09 |
insert email jh..@him-ria.com |
| 2018-08-09 |
insert email jt..@him-ria.com |
| 2018-08-09 |
insert email nr..@him-ria.com |
| 2018-08-09 |
insert email re..@him-ria.com |
| 2018-08-09 |
insert email sa..@him-ria.com |
| 2018-08-09 |
insert person Ashley Overbey |
| 2018-08-09 |
insert person Jessica Vierling |
| 2018-08-09 |
insert person Nia Robinson |
| 2018-08-09 |
insert person Pattie Hall |
| 2018-08-09 |
update person_description Jack Peters => Jack Peters |
| 2018-08-09 |
update person_description Kevin Hetzer => Kevin Hetzer |
| 2018-08-09 |
update person_description Sarah Botwright => Sarah Botwright |
| 2018-02-20 |
delete person Judy Helmes-Sneed |
| 2018-01-04 |
insert address 11726 Seven Gables Road
Symmes Township
Cincinnati, OH 45249 |
| 2018-01-04 |
update person_title Jack Peters: Senior Vice President of Advisor Development => Director of Advisor Development |
| 2018-01-04 |
update primary_contact null => 11726 Seven Gables Road
Symmes Township
Cincinnati, OH 45249 |
| 2017-11-26 |
delete person Emily Doerr |
| 2017-11-26 |
delete source_ip 166.62.112.150 |
| 2017-11-26 |
insert index_pages_linkeddomain riskalyze.com |
| 2017-11-26 |
insert source_ip 104.28.8.187 |
| 2017-11-26 |
insert source_ip 104.28.9.187 |
| 2017-10-19 |
insert person Jessica Gliszczynski |
| 2017-10-19 |
insert person Mike Sheehan |
| 2017-10-19 |
update person_title Sarah Botwright: Marketing Supervisor; Member of the Marketing Team; Marketing Specialist => Marketing Supervisor |
| 2017-10-19 |
update person_title Timberly Gillespie: Document Control Specialist => Marketing Assistant |
| 2017-09-08 |
delete index_pages_linkeddomain riskalyze.com |
| 2017-09-08 |
delete management_pages_linkeddomain youtu.be |
| 2017-09-08 |
insert person Jayne Fisher |
| 2017-07-03 |
insert index_pages_linkeddomain riskalyze.com |
| 2017-05-16 |
delete person Michelle Farris |
| 2017-05-16 |
update person_title Jason Long: Compliance Officer; Assistant Chief => Compliance Officer; Assistant Chief; Chief Compliance Officer |
| 2017-05-16 |
update person_title Scott Roberts: Vice President => Vice President; Vice President of Advisor Development |
| 2017-03-13 |
delete person Michelle Hall |
| 2017-03-13 |
delete person Sarah Schille |
| 2017-03-13 |
delete phone 855-472-0080 |
| 2017-03-13 |
insert person Andrew Murray |
| 2017-03-13 |
insert person Evelyn Davis |
| 2017-03-13 |
insert person Jasmine Kohli |
| 2017-03-13 |
insert person Leigh Fisher |
| 2017-03-13 |
insert person Mandy Perry |
| 2017-03-13 |
insert person Michelle Farris |
| 2017-03-13 |
insert person Mitch Deskins |
| 2017-03-13 |
insert person Sarah Botwright |
| 2017-03-13 |
insert person Timberly Gillespie |
| 2017-03-13 |
update person_title Jack Peters: Senior Vice President of Marketing => Senior Vice President of Advisor Development |
| 2017-03-13 |
update person_title Jessica Vierling: Trading Specialist => Trading Supervisor |
| 2017-03-13 |
update person_title Kevin Hetzer: Key Supervisor With Our Management Team and Has Been With; Trading Specialist / IAR Support Supervisor => Key Supervisor With Our Management Team and Has Been With; Assistant Director of Operations & Technology; Trading Specialist / IAR Support Supervisor |
| 2017-01-26 |
delete person Jill Branam |
| 2017-01-26 |
delete person Kayla Washington |
| 2017-01-26 |
delete person Melissa Barclay |
| 2017-01-26 |
delete person Nicole Spoltore |
| 2016-12-21 |
delete vp Joe Lind |
| 2016-12-21 |
delete vp Tim Fitzharris |
| 2016-12-21 |
delete person Joe Lind |
| 2016-12-21 |
delete person Tim Fitzharris |
| 2016-06-30 |
delete source_ip 184.168.47.225 |
| 2016-06-30 |
insert source_ip 166.62.112.150 |
| 2016-01-02 |
insert management_pages_linkeddomain youtu.be |
| 2015-08-21 |
update website_status FlippedRobots => OK |
| 2015-08-21 |
delete source_ip 173.201.99.142 |
| 2015-08-21 |
insert source_ip 184.168.47.225 |
| 2015-06-15 |
update website_status OK => FlippedRobots |
| 2015-03-23 |
insert index_pages_linkeddomain foxbusiness.com |
| 2015-02-21 |
insert president Drew K. Horter |
| 2015-02-21 |
insert person TIM Fitzharris |
| 2015-02-21 |
update person_description DREW K. Horter => Drew K. Horter |
| 2015-02-21 |
update person_title Drew K. Horter: Chief Investment Strategist; Founder; Member of the Management Team => Chief Investment Strategist; Founder; President; Member of the Management Team |
| 2014-12-18 |
delete index_pages_linkeddomain cnbc.com |
| 2014-12-18 |
delete index_pages_linkeddomain marketwatch.com |
| 2014-12-18 |
delete index_pages_linkeddomain riacentral.com |
| 2014-12-18 |
delete management_pages_linkeddomain cnbc.com |
| 2014-12-18 |
delete management_pages_linkeddomain marketwatch.com |
| 2014-12-18 |
delete management_pages_linkeddomain riacentral.com |
| 2014-12-18 |
delete person Jack Bogle |
| 2014-12-18 |
delete service_pages_linkeddomain cnbc.com |
| 2014-12-18 |
delete service_pages_linkeddomain marketwatch.com |
| 2014-12-18 |
delete service_pages_linkeddomain riacentral.com |
| 2014-11-12 |
delete index_pages_linkeddomain hortertrustedadvisors.com |
| 2014-11-12 |
delete person AMY Morris |
| 2014-11-12 |
delete person STEPHANIE Bashardoust |
| 2014-11-12 |
insert address 8316 Cornell Road
Cincinnati, OH 45249 |
| 2014-11-12 |
insert email hi..@him-ria.com |
| 2014-11-12 |
insert fax 513-984-5219 |
| 2014-11-12 |
insert index_pages_linkeddomain riacentral.com |
| 2014-11-12 |
insert index_pages_linkeddomain wsj.com |
| 2014-11-12 |
insert management_pages_linkeddomain riacentral.com |
| 2014-11-12 |
insert management_pages_linkeddomain wsj.com |
| 2014-11-12 |
insert phone 513-984-9933 |
| 2014-11-12 |
insert service_pages_linkeddomain riacentral.com |
| 2014-11-12 |
insert service_pages_linkeddomain wsj.com |
| 2014-11-12 |
update primary_contact null => 8316 Cornell Road
Cincinnati, OH 45249 |
| 2014-07-26 |
insert index_pages_linkeddomain cnbc.com |
| 2014-07-26 |
insert index_pages_linkeddomain marketwatch.com |
| 2014-07-26 |
insert management_pages_linkeddomain cnbc.com |
| 2014-07-26 |
insert management_pages_linkeddomain marketwatch.com |
| 2014-07-26 |
insert person Jack Bogle |
| 2014-07-26 |
insert service_pages_linkeddomain cnbc.com |
| 2014-07-26 |
insert service_pages_linkeddomain marketwatch.com |
| 2014-06-23 |
delete general_emails in..@him-ria.com |
| 2014-06-23 |
insert otherexecutives JASON Long |
| 2014-06-23 |
insert vpsales LEE S. Putz |
| 2014-06-23 |
delete address 8316 Cornell Road
Cincinnati, OH 45249 |
| 2014-06-23 |
delete email in..@him-ria.com |
| 2014-06-23 |
delete fax 513-984-5219 |
| 2014-06-23 |
delete phone 513-984-9933 |
| 2014-06-23 |
insert person JASON Long |
| 2014-06-23 |
insert person LEE S. Putz |
| 2014-06-23 |
update primary_contact 8316 Cornell Road
Cincinnati, OH 45249 => null |
| 2014-02-16 |
insert coo KIRK R. Horter |
| 2014-02-16 |
insert index_pages_linkeddomain hortertrustedadvisors.com |
| 2014-02-16 |
insert person AMY Morris |
| 2014-02-16 |
insert person JUDITH L. Helmes-Sneed |
| 2014-02-16 |
insert person KEVIN Hetzer |
| 2014-02-16 |
insert person KIRK R. Horter |
| 2014-02-16 |
insert person SARAH Schille |
| 2014-02-16 |
update person_title DREW K. Horter: Founder; Member of the Management Team => Chief Investment Strategist; Founder; Member of the Management Team |
| 2014-01-18 |
insert alias Horter Investment Management, LLC |