| Date | Description |
|---|
| 2024-07-04 |
delete email md..@dixonwm.com |
| 2024-07-04 |
delete person Mike Dixon |
| 2024-07-04 |
update person_title Ben Shamberger: Financial Advisor; CERTIFIED FINANCIAL PLANNER => Co - Owner; CERTIFIED FINANCIAL PLANNER |
| 2024-07-04 |
update person_title Tyler Schweigert: Financial Advisor; CERTIFIED FINANCIAL PLANNER => Co - Owner; CERTIFIED FINANCIAL PLANNER |
| 2024-07-04 |
update person_title Zach Baker: ACCREDITED WEALTH MANAGEMENT ADVISOR => ACCREDITED WEALTH MANAGEMENT ADVISOR; Operations Manager |
| 2024-06-01 |
delete address 315 N Spruce Street Suite 299
Winston-Salem, NC 27101 |
| 2024-06-01 |
delete index_pages_linkeddomain moneyguidepro.com |
| 2024-06-01 |
delete management_pages_linkeddomain moneyguidepro.com |
| 2024-06-01 |
delete service_pages_linkeddomain moneyguidepro.com |
| 2024-06-01 |
insert address 155 Sunnynoll Court
Suite 101
Winston Salem, NC 27106 |
| 2024-06-01 |
update person_title Zach Baker: Investment Advisor Representative / Client Service Manager; Financial Advisor => ACCREDITED WEALTH MANAGEMENT ADVISOR |
| 2024-06-01 |
update primary_contact 315 N Spruce Street Suite 299
Winston-Salem, NC 27101 => 155 Sunnynoll Court
Suite 101
Winston Salem, NC 27106 |
| 2023-09-15 |
update person_title Zach Baker: Investment Advisor Representative / Client Service Manager => Investment Advisor Representative / Client Service Manager; Financial Advisor |
| 2023-04-28 |
update person_title Zach Baker: Client Service Manager => Investment Advisor Representative / Client Service Manager |
| 2022-09-18 |
insert email mw..@dixonwm.com |
| 2022-09-18 |
insert email zb..@dixonwm.com |
| 2022-09-18 |
insert person Matt Whitt |
| 2022-09-18 |
insert person Zach Baker |
| 2022-04-15 |
delete email ba..@dixonwm.com |
| 2022-04-15 |
delete person Brajan Funes |
| 2021-12-14 |
update person_title Tyler Schweigert: Financial Advisor at Dixon & Company; FINANCIAL ADVISOR => Financial Advisor; CERTIFIED FINANCIAL PLANNER |
| 2021-07-16 |
update person_description Brajan Funes => Brajan Funes |
| 2021-07-16 |
update person_description Mike Dixon => Mike Dixon |
| 2021-07-16 |
update person_description Tyler Schweigert => Tyler Schweigert |
| 2021-07-16 |
update person_title Ben Shamberger: FINANCIAL ADVISOR => Financial Advisor; CERTIFIED FINANCIAL PLANNER |
| 2021-07-16 |
update person_title Brajan Funes: FINANCIAL ADVISOR => Financial Advisor; ACCREDITED WEALTH MANAGEMENT ADVISOR |
| 2021-01-24 |
update person_title Brajan Funes: CLIENT SERVICE ASSOCIATE => FINANCIAL ADVISOR |
| 2020-02-05 |
insert index_pages_linkeddomain moneyguidepro.com |
| 2020-02-05 |
insert management_pages_linkeddomain moneyguidepro.com |
| 2020-02-05 |
insert service_pages_linkeddomain moneyguidepro.com |
| 2020-01-05 |
insert email ba..@dixonwm.com |
| 2020-01-05 |
insert person Brajan Funes |
| 2019-05-06 |
delete source_ip 45.79.132.196 |
| 2019-05-06 |
insert email bs..@dixonwm.com |
| 2019-05-06 |
insert person Ben Shamberger |
| 2019-05-06 |
insert source_ip 35.190.174.218 |
| 2019-05-06 |
update person_description Tyler Schweigert => Tyler Schweigert |
| 2018-12-20 |
delete address 1316 Ashley Square
Winston-Salem, NC 27103 |
| 2018-12-20 |
insert address 315 N Spruce Street Suite 299
Winston-Salem, NC 27101 |
| 2018-12-20 |
update primary_contact 1316 Ashley Square
Winston-Salem, NC 27103 => 315 N Spruce Street Suite 299
Winston-Salem, NC 27101 |