| Date | Description |
|---|
| 2024-05-27 |
delete email jo..@chattertoninc.com |
| 2024-05-27 |
delete source_ip 52.45.176.149 |
| 2024-05-27 |
delete source_ip 54.160.139.47 |
| 2024-05-27 |
insert source_ip 52.7.208.117 |
| 2024-05-27 |
insert source_ip 52.72.251.25 |
| 2024-03-20 |
delete person Kevin Galvez -Enrolled |
| 2024-03-20 |
delete person Lucy Ramirez |
| 2024-03-20 |
delete source_ip 44.208.241.166 |
| 2024-03-20 |
delete source_ip 52.1.216.97 |
| 2024-03-20 |
insert about_pages_linkeddomain osaic.com |
| 2024-03-20 |
insert contact_pages_linkeddomain osaic.com |
| 2024-03-20 |
insert index_pages_linkeddomain osaic.com |
| 2024-03-20 |
insert management_pages_linkeddomain osaic.com |
| 2024-03-20 |
insert person Anitha Graves |
| 2024-03-20 |
insert person Ashland Anderson |
| 2024-03-20 |
insert person Meiqin Li |
| 2024-03-20 |
insert person Michael Da Rosa |
| 2024-03-20 |
insert person Sheryl Weiderhaft |
| 2024-03-20 |
insert person Sophia Chatterton |
| 2024-03-20 |
insert person Stephanie Christian |
| 2024-03-20 |
insert person Treyce Robinson |
| 2024-03-20 |
insert source_ip 52.45.176.149 |
| 2024-03-20 |
insert source_ip 54.160.139.47 |
| 2024-03-20 |
insert terms_pages_linkeddomain osaic.com |
| 2023-10-05 |
delete person Rachel Linn |
| 2023-10-05 |
delete source_ip 52.21.135.195 |
| 2023-10-05 |
insert person Madison Sato |
| 2023-10-05 |
insert source_ip 44.208.241.166 |
| 2023-10-05 |
update person_title Kristine Ornelas: Client Account Manager; Client Account Manager to Eric Oh => Senior Client Relations Manager; Client Relations Manager |
| 2023-10-05 |
update person_title Teresa De Luca: Client Account Manager; Head of Operations and Client Account Manager to Rob Chatterton; Head of Operations => Head of Operations |
| 2023-10-05 |
update person_title Zeid Hussain: Tax Preparation Support => CTEC |
| 2023-09-03 |
delete person April Nguyen |
| 2023-09-03 |
delete source_ip 18.232.5.154 |
| 2023-09-03 |
delete source_ip 54.158.49.211 |
| 2023-09-03 |
insert person Joshua Schuld |
| 2023-09-03 |
insert person Trey Chatterton |
| 2023-09-03 |
insert person Zeid Hussain |
| 2023-09-03 |
insert source_ip 52.1.216.97 |
| 2023-09-03 |
insert source_ip 52.21.135.195 |
| 2023-06-29 |
delete source_ip 54.210.134.67 |
| 2023-06-29 |
insert person Piper Howard |
| 2023-06-29 |
insert source_ip 54.158.49.211 |
| 2023-06-29 |
update person_title Patrick Fingerhut: Sales Assistant => CTEC |
| 2023-05-29 |
delete email br..@chattertoninc.com |
| 2023-05-29 |
delete person Menna Eshete |
| 2023-05-29 |
delete source_ip 52.71.89.134 |
| 2023-05-29 |
delete source_ip 54.208.20.49 |
| 2023-05-29 |
insert email jo..@chattertoninc.com |
| 2023-05-29 |
insert source_ip 18.232.5.154 |
| 2023-05-29 |
insert source_ip 54.210.134.67 |
| 2023-05-29 |
update person_title Arrash B. Zare: Financial Planner => Financial Planner, CFP® |
| 2023-05-29 |
update person_title Eric Y. Oh: Certified Financial Planner; Financial Planner => Certified Financial Planner; Financial Planner, CFP® |
| 2023-05-29 |
update person_title Kyle P. Schneider: Financial Planner => Financial Planner, CFP® |
| 2023-05-29 |
update person_title Robert D. Chatterton: Financial Planner; Certified Financial Planner; Founder; President; Chartered Financial Consultant => Certified Financial Planner; Founder; President; Chartered Financial Consultant; Financial Planner, CFP® |
| 2023-04-12 |
delete source_ip 34.238.86.148 |
| 2023-04-12 |
delete source_ip 52.202.118.197 |
| 2023-04-12 |
insert source_ip 52.71.89.134 |
| 2023-04-12 |
insert source_ip 54.208.20.49 |
| 2023-03-11 |
delete about_pages_linkeddomain advgrp.co |
| 2023-03-11 |
delete contact_pages_linkeddomain advgrp.co |
| 2023-03-11 |
delete index_pages_linkeddomain advgrp.co |
| 2023-03-11 |
delete management_pages_linkeddomain advgrp.co |
| 2023-03-11 |
delete person Bradley "Buddy" Griffiths |
| 2023-03-11 |
delete person Esther Gutierrez |
| 2023-03-11 |
delete person Kymberly Sinclair |
| 2023-03-11 |
delete source_ip 18.208.48.165 |
| 2023-03-11 |
delete source_ip 3.217.89.107 |
| 2023-03-11 |
delete terms_pages_linkeddomain advgrp.co |
| 2023-03-11 |
insert source_ip 34.238.86.148 |
| 2023-03-11 |
insert source_ip 52.202.118.197 |
| 2023-02-08 |
delete source_ip 52.20.142.64 |
| 2023-02-08 |
delete source_ip 54.209.162.174 |
| 2023-02-08 |
insert source_ip 18.208.48.165 |
| 2023-02-08 |
insert source_ip 3.217.89.107 |
| 2023-01-07 |
delete source_ip 54.87.48.174 |
| 2023-01-07 |
insert source_ip 52.20.142.64 |
| 2023-01-07 |
update person_title Melissa Carter: Bookkeeper => Tax Coordinator and Bookkeeper |
| 2022-12-06 |
insert person Scott Lee |
| 2022-11-05 |
delete source_ip 34.236.203.179 |
| 2022-11-05 |
insert about_pages_linkeddomain advgrp.co |
| 2022-11-05 |
insert contact_pages_linkeddomain advgrp.co |
| 2022-11-05 |
insert index_pages_linkeddomain advgrp.co |
| 2022-11-05 |
insert management_pages_linkeddomain advgrp.co |
| 2022-11-05 |
insert person Diana Magan |
| 2022-11-05 |
insert person Patrick Fingerhut |
| 2022-11-05 |
insert source_ip 54.209.162.174 |
| 2022-11-05 |
insert terms_pages_linkeddomain advgrp.co |
| 2022-10-05 |
delete person Aaron McLennan |
| 2022-10-05 |
delete source_ip 52.3.186.61 |
| 2022-10-05 |
delete source_ip 54.147.113.246 |
| 2022-10-05 |
insert source_ip 34.236.203.179 |
| 2022-10-05 |
insert source_ip 54.87.48.174 |
| 2022-07-05 |
delete source_ip 34.199.51.156 |
| 2022-07-05 |
delete source_ip 52.45.225.138 |
| 2022-07-05 |
insert person Arrash B. Zare |
| 2022-07-05 |
insert source_ip 52.3.186.61 |
| 2022-07-05 |
insert source_ip 54.147.113.246 |
| 2022-06-05 |
delete source_ip 34.235.205.102 |
| 2022-06-05 |
delete source_ip 54.85.149.133 |
| 2022-06-05 |
insert source_ip 34.199.51.156 |
| 2022-06-05 |
insert source_ip 52.45.225.138 |
| 2022-05-06 |
delete email ta..@chattertoninc.com |
| 2022-05-06 |
insert email br..@chattertoninc.com |
| 2022-05-06 |
insert person Melissa Carter |
| 2022-05-06 |
insert terms_pages_linkeddomain google.com |
| 2022-05-06 |
update person_description David Hilliard => David Hilliard |
| 2022-05-06 |
update person_description Lucy Ramirez => Lucy Ramirez |
| 2022-05-06 |
update person_description Scott Grandfield => Scott Grandfield |
| 2022-05-06 |
update person_title Eric Y. Oh: Financial Planner => Financial Planner; Certified Financial Planner |
| 2022-04-06 |
delete source_ip 35.171.96.159 |
| 2022-04-06 |
delete source_ip 3.231.38.159 |
| 2022-04-06 |
insert source_ip 34.235.205.102 |
| 2022-04-06 |
insert source_ip 54.85.149.133 |
| 2022-03-07 |
insert otherexecutives Chris Mazzuckis |
| 2022-03-07 |
delete person Melissa Arroyo |
| 2022-03-07 |
delete source_ip 34.200.208.102 |
| 2022-03-07 |
delete source_ip 34.236.181.233 |
| 2022-03-07 |
insert person Chris Mazzuckis |
| 2022-03-07 |
insert source_ip 35.171.96.159 |
| 2022-03-07 |
insert source_ip 3.231.38.159 |
| 2022-03-07 |
update person_title Kevin Galvez -Enrolled: Tax Preparer => Enrolled Agent |
| 2021-12-13 |
delete address 3061 E. La Palma Ave, Anaheim, CA 94806 |
| 2021-12-13 |
delete source_ip 52.22.216.73 |
| 2021-12-13 |
insert person Ivy Cheng |
| 2021-12-13 |
insert person Kevin Galvez |
| 2021-12-13 |
insert person Menna Eshete |
| 2021-12-13 |
insert person Shanah Kitzerow |
| 2021-12-13 |
insert source_ip 34.236.181.233 |
| 2021-12-13 |
update person_title April Nguyen: Client Account Manager; Client Account Manager to Cameron Jalbert => Client Account Manager |
| 2021-09-20 |
insert general_emails co..@chattertoninc.com |
| 2021-09-20 |
insert otherexecutives Teresa De Luca |
| 2021-09-20 |
delete person Abel Segura |
| 2021-09-20 |
insert email co..@chattertoninc.com |
| 2021-09-20 |
update person_title Rachel Linn: Client Account Manager to Kyle Schneider; Client Account Manager, Registered Assistant => Client Account Manager; Client Account Manager to Kyle Schneider |
| 2021-09-20 |
update person_title Teresa De Luca: Head of Operations & Client Account Manager, Registered Assistant; Head of Operations and Client Account Manager to Rob => Client Account Manager; Head of Operations; Head of Operations and Client Account Manager to Rob |
| 2021-08-20 |
delete about_pages_linkeddomain sipc.com |
| 2021-08-20 |
delete contact_pages_linkeddomain sipc.com |
| 2021-08-20 |
delete fax (714) 572-2056 |
| 2021-08-20 |
delete index_pages_linkeddomain sipc.com |
| 2021-08-20 |
delete terms_pages_linkeddomain sipc.com |
| 2021-08-20 |
insert about_pages_linkeddomain sipc.org |
| 2021-08-20 |
insert address 3061 E. La Palma Ave, Anaheim, CA 94806 |
| 2021-08-20 |
insert contact_pages_linkeddomain sipc.org |
| 2021-08-20 |
insert index_pages_linkeddomain sipc.org |
| 2021-08-20 |
insert management_pages_linkeddomain finra.org |
| 2021-08-20 |
insert management_pages_linkeddomain linkedin.com |
| 2021-08-20 |
insert management_pages_linkeddomain sipc.org |
| 2021-08-20 |
insert management_pages_linkeddomain twentyoverten.com |
| 2021-08-20 |
insert person Aaron McLennan |
| 2021-08-20 |
insert person Abel Segura |
| 2021-08-20 |
insert person David Hilliard |
| 2021-08-20 |
insert person Janet Harrison |
| 2021-08-20 |
insert person Justin Carr |
| 2021-08-20 |
insert person Justin Enriquez |
| 2021-08-20 |
insert person Melissa Arroyo |
| 2021-08-20 |
insert person Scott Grandfield |
| 2021-08-20 |
insert person Sierra Trujillo |
| 2021-08-20 |
insert terms_pages_linkeddomain sipc.org |
| 2021-08-20 |
update person_title Esther Gutierrez: Human Resources => Human Resources Administrator, PHRca |
| 2021-08-20 |
update person_title Kymberly Sinclair: Compliance Associate => Compliance Analyst |
| 2021-08-20 |
update person_title Lucy Ramirez: Director of First Impressions; First Impression => Director of First Impressions |
| 2021-08-20 |
update person_title Rachel Linn: Client Account Manager, Registered; Client Account Manager to Kyle Schneider => Client Account Manager to Kyle Schneider; Client Account Manager, Registered Assistant |
| 2021-08-20 |
update person_title Teresa De Luca: Head of Operations and Client Account Manager to Rob; Head of Operations and Client Account Manager, Registered => Head of Operations & Client Account Manager, Registered Assistant; Head of Operations and Client Account Manager to Rob |
| 2021-07-18 |
delete about_pages_linkeddomain sipc.org |
| 2021-07-18 |
delete person Cameron K. Jalbert |
| 2021-06-16 |
delete source_ip 3.220.130.251 |
| 2021-06-16 |
delete source_ip 52.73.4.106 |
| 2021-06-16 |
insert source_ip 34.200.208.102 |
| 2021-06-16 |
insert source_ip 52.22.216.73 |
| 2021-04-20 |
delete source_ip 34.195.88.173 |
| 2021-04-20 |
delete source_ip 54.225.241.151 |
| 2021-04-20 |
insert source_ip 3.220.130.251 |
| 2021-04-20 |
insert source_ip 52.73.4.106 |
| 2021-02-24 |
delete person Tami Mehlbrandt |
| 2021-02-24 |
insert person April Nguyen |
| 2021-02-24 |
insert person Bradley "Buddy" Griffiths |
| 2021-01-22 |
delete source_ip 3.215.227.222 |
| 2021-01-22 |
delete source_ip 52.22.127.119 |
| 2021-01-22 |
insert source_ip 34.195.88.173 |
| 2021-01-22 |
insert source_ip 54.225.241.151 |
| 2020-10-03 |
delete source_ip 52.200.76.192 |
| 2020-10-03 |
delete source_ip 54.210.172.18 |
| 2020-10-03 |
insert source_ip 3.215.227.222 |
| 2020-10-03 |
insert source_ip 52.22.127.119 |
| 2020-05-26 |
delete source_ip 54.224.81.247 |
| 2020-05-26 |
insert source_ip 52.200.76.192 |
| 2020-04-26 |
delete source_ip 3.232.123.175 |
| 2020-04-26 |
delete source_ip 52.44.243.77 |
| 2020-04-26 |
insert source_ip 54.210.172.18 |
| 2020-04-26 |
insert source_ip 54.224.81.247 |
| 2020-03-26 |
delete source_ip 34.206.189.166 |
| 2020-03-26 |
delete source_ip 52.4.204.142 |
| 2020-03-26 |
insert source_ip 3.232.123.175 |
| 2020-03-26 |
insert source_ip 52.44.243.77 |
| 2020-02-25 |
delete source_ip 34.196.174.135 |
| 2020-02-25 |
delete source_ip 52.86.43.128 |
| 2020-02-25 |
insert source_ip 34.206.189.166 |
| 2020-02-25 |
insert source_ip 52.4.204.142 |
| 2019-12-25 |
delete source_ip 54.152.21.177 |
| 2019-12-25 |
insert source_ip 52.86.43.128 |
| 2019-11-24 |
delete source_ip 3.232.9.242 |
| 2019-11-24 |
delete source_ip 52.6.225.14 |
| 2019-11-24 |
insert source_ip 34.196.174.135 |
| 2019-11-24 |
insert source_ip 54.152.21.177 |
| 2019-10-25 |
delete source_ip 34.204.124.128 |
| 2019-10-25 |
delete source_ip 54.164.200.61 |
| 2019-10-25 |
insert source_ip 3.232.9.242 |
| 2019-10-25 |
insert source_ip 52.6.225.14 |
| 2019-09-25 |
delete source_ip 34.224.161.192 |
| 2019-09-25 |
delete source_ip 3.222.35.23 |
| 2019-09-25 |
insert source_ip 34.204.124.128 |
| 2019-09-25 |
insert source_ip 54.164.200.61 |
| 2019-08-26 |
delete source_ip 52.6.254.36 |
| 2019-08-26 |
insert source_ip 3.222.35.23 |
| 2019-06-26 |
delete source_ip 34.239.61.146 |
| 2019-06-26 |
delete source_ip 54.85.193.36 |
| 2019-06-26 |
insert source_ip 34.224.161.192 |
| 2019-06-26 |
insert source_ip 52.6.254.36 |
| 2019-05-20 |
delete source_ip 35.169.144.11 |
| 2019-05-20 |
delete source_ip 54.144.96.147 |
| 2019-05-20 |
insert source_ip 34.239.61.146 |
| 2019-05-20 |
insert source_ip 54.85.193.36 |
| 2019-05-20 |
update person_title Kristine Ornelas: Executive Assistant to Eric Oh & Cameron Jalbert => Client Account Manager; Client Account Manager to Eric Oh & Cameron Jalbert |
| 2019-05-20 |
update person_title Kymberly Sinclair: Compliance Assistant => Compliance Associate |
| 2019-05-20 |
update person_title Rachel Linn: Executive Assistant to Kyle Schneider => Client Account Manager, Registered; Client Account Manager to Kyle Schneider |
| 2019-05-20 |
update person_title Teresa De Luca: Executive Assistant to Rob => Head of Operations and Client Account Manager to Rob; Head of Operations and Client Account Manager, Registered |
| 2019-04-17 |
delete source_ip 3.92.105.245 |
| 2019-04-17 |
delete source_ip 52.4.197.232 |
| 2019-04-17 |
insert source_ip 35.169.144.11 |
| 2019-04-17 |
insert source_ip 54.144.96.147 |
| 2019-02-12 |
delete source_ip 34.198.252.129 |
| 2019-02-12 |
delete source_ip 52.22.97.118 |
| 2019-02-12 |
insert about_pages_linkeddomain sipc.org |
| 2019-02-12 |
insert person Esther Gutierrez |
| 2019-02-12 |
insert person Kymberly Sinclair |
| 2019-02-12 |
insert person Lucy Ramirez |
| 2019-02-12 |
insert source_ip 3.92.105.245 |
| 2019-02-12 |
insert source_ip 52.4.197.232 |
| 2019-02-12 |
update person_description Cameron K. Jalbert => Cameron K. Jalbert |
| 2019-02-12 |
update person_description Teresa De Luca => Teresa De Luca |
| 2019-01-09 |
delete source_ip 34.225.236.50 |
| 2019-01-09 |
delete source_ip 52.20.168.227 |
| 2019-01-09 |
insert source_ip 34.198.252.129 |
| 2019-01-09 |
insert source_ip 52.22.97.118 |
| 2018-08-13 |
delete source_ip 34.237.64.231 |
| 2018-08-13 |
delete source_ip 52.205.216.76 |
| 2018-08-13 |
insert about_pages_linkeddomain sipc.com |
| 2018-08-13 |
insert contact_pages_linkeddomain sipc.com |
| 2018-08-13 |
insert index_pages_linkeddomain sipc.com |
| 2018-08-13 |
insert source_ip 34.225.236.50 |
| 2018-08-13 |
insert source_ip 52.20.168.227 |
| 2018-08-13 |
insert terms_pages_linkeddomain sipc.com |
| 2018-06-26 |
update website_status InternalTimeout => OK |
| 2018-06-26 |
delete source_ip 54.173.138.29 |
| 2018-06-26 |
insert source_ip 34.237.64.231 |
| 2018-06-26 |
insert source_ip 52.205.216.76 |
| 2018-04-11 |
update website_status OK => InternalTimeout |