| Date | Description |
|---|
| 2024-03-21 |
delete personal_emails dr..@apollonwealth.com |
| 2024-03-21 |
delete personal_emails ge..@apollonwealth.com |
| 2024-03-21 |
delete personal_emails ry..@apollonwealth.com |
| 2024-03-21 |
delete personal_emails sa..@apollonwealth.com |
| 2024-03-21 |
insert managingdirector Jason Rosener |
| 2024-03-21 |
insert managingdirector Owen Malcolm |
| 2024-03-21 |
insert personal_emails al..@apollonwealth.com |
| 2024-03-21 |
insert personal_emails br..@apollonwealth.com |
| 2024-03-21 |
delete email am..@prismadvisoryllc.com |
| 2024-03-21 |
delete email an..@cascade-inc.com |
| 2024-03-21 |
delete email cr..@apollonwealth.com |
| 2024-03-21 |
delete email dr..@apollonwealth.com |
| 2024-03-21 |
delete email ga..@prismadvisoryllc.com |
| 2024-03-21 |
delete email ge..@apollonwealth.com |
| 2024-03-21 |
delete email me..@cascade-inc.com |
| 2024-03-21 |
delete email ry..@apollonwealth.com |
| 2024-03-21 |
delete email sa..@apollonwealth.com |
| 2024-03-21 |
delete person Amanda Meehan |
| 2024-03-21 |
delete person David Turner |
| 2024-03-21 |
delete person Drew Chiles |
| 2024-03-21 |
delete person Gail Curran |
| 2024-03-21 |
delete person Gena McNair |
| 2024-03-21 |
delete person Ryan Agostinelli |
| 2024-03-21 |
delete person Sara Watkins |
| 2024-03-21 |
delete person Suzanne Spotts |
| 2024-03-21 |
delete source_ip 35.208.103.74 |
| 2024-03-21 |
insert email al..@apollonwealth.com |
| 2024-03-21 |
insert email al..@treecityadvisors.com |
| 2024-03-21 |
insert email be..@apollonwealth.com |
| 2024-03-21 |
insert email br..@apollonwealth.com |
| 2024-03-21 |
insert email br..@treecityadvisors.com |
| 2024-03-21 |
insert email ro..@apollonwealth.com |
| 2024-03-21 |
insert email tu..@apollonwealth.com |
| 2024-03-21 |
insert person Ankit Patel |
| 2024-03-21 |
insert person Aymen Kaboub |
| 2024-03-21 |
insert person Beth Payne |
| 2024-03-21 |
insert person Brianna Queen |
| 2024-03-21 |
insert person Brooks Johnson |
| 2024-03-21 |
insert person Chris Franklin |
| 2024-03-21 |
insert person Dan Marnik |
| 2024-03-21 |
insert person Dan McCarthy |
| 2024-03-21 |
insert person Dave Smith |
| 2024-03-21 |
insert person David Ricchini |
| 2024-03-21 |
insert person Elizabeth Reneau |
| 2024-03-21 |
insert person Hannah Burke |
| 2024-03-21 |
insert person Jackie Fulcher |
| 2024-03-21 |
insert person Jason Rosener |
| 2024-03-21 |
insert person Jeff Wood |
| 2024-03-21 |
insert person Jeffrey Dixon |
| 2024-03-21 |
insert person Jim Almquist |
| 2024-03-21 |
insert person Julia Francis |
| 2024-03-21 |
insert person Kassi Hyde |
| 2024-03-21 |
insert person Kristin Wilde |
| 2024-03-21 |
insert person Melissa Hallmark |
| 2024-03-21 |
insert person Mike Teel |
| 2024-03-21 |
insert person Owen Malcolm |
| 2024-03-21 |
insert person Patrick Floyd |
| 2024-03-21 |
insert person Patty Clemmons |
| 2024-03-21 |
insert person Rahul Joshi |
| 2024-03-21 |
insert person Rob Zaruba |
| 2024-03-21 |
insert person Robert Yu |
| 2024-03-21 |
insert person Samantha Learch |
| 2024-03-21 |
insert person Sophia Drager |
| 2024-03-21 |
insert person Suzanne McGuire |
| 2024-03-21 |
insert person Trisha Tucker |
| 2024-03-21 |
insert person Van Hobbs |
| 2024-03-21 |
insert person Wesley Davis |
| 2024-03-21 |
insert source_ip 192.124.249.180 |
| 2024-03-21 |
update person_title Adam Bonner: Trading Manager => Trading and Program Manager |
| 2024-03-21 |
update person_title Amanda Reynolds: Client Services Associate => Client Services Associate, Tree City |
| 2024-03-21 |
update person_title Cara Shone: Billing Specialist => Billing Manager |
| 2024-03-21 |
update person_title Deirdre Van Rensburg: Administrative Associate => Administrative Associate, Piershale Financial Group |
| 2024-03-21 |
update person_title Henry Silva: Wealth Management Advisor in the Miami Office; Planning Lead Advisor; Planning Coordinator => Wealth Management Advisor, Apollon New England; Wealth Management Advisor in the Miami Office |
| 2024-03-21 |
update person_title Lisa Hamilton: Director of Operations, Catalyst => Billing Associate |
| 2024-03-21 |
update person_title Paul DeFrances: null => Portfolio Manager |
| 2024-03-21 |
update person_title Perrin Berry: Client Service Associate => Relationship Manager, Charleston |
| 2024-03-21 |
update person_title Robert Savino: Chartered Financial Consultant / Wealth Management Advisor; Wealth Management Advisor / Learn More => Principal, ChFC® Wealth Management Advisor |
| 2023-10-03 |
delete otherexecutives Bri Andreoni |
| 2023-10-03 |
delete otherexecutives Shawncee Sapp |
| 2023-10-03 |
delete personal_emails ku..@apollonwealth.com |
| 2023-10-03 |
delete personal_emails ri..@apollonwealth.com |
| 2023-10-03 |
delete personal_emails th..@apollonwealth.com |
| 2023-10-03 |
insert cfo Kortney Holtzhower |
| 2023-10-03 |
insert otherexecutives Kortney Holtzhower |
| 2023-10-03 |
insert personal_emails kr..@apollonwealth.com |
| 2023-10-03 |
delete email ge..@apollonwealth.com |
| 2023-10-03 |
delete email ku..@apollonwealth.com |
| 2023-10-03 |
delete email ri..@apollonwealth.com |
| 2023-10-03 |
delete email th..@apollonwealth.com |
| 2023-10-03 |
delete person Germone Gadsden |
| 2023-10-03 |
delete person Kurt Mueller |
| 2023-10-03 |
delete person Richard Sines |
| 2023-10-03 |
delete person Thomas (Brock) Cook |
| 2023-10-03 |
insert email ko..@apollonwealth.com |
| 2023-10-03 |
insert email kr..@apollonwealth.com |
| 2023-10-03 |
insert management_pages_linkeddomain calendly.com |
| 2023-10-03 |
insert person Ashley Peterson |
| 2023-10-03 |
insert person Kim Williams |
| 2023-10-03 |
insert person Kortney Holtzhower |
| 2023-10-03 |
insert person Kristen M. McKeown |
| 2023-10-03 |
insert person Kyle Foresman |
| 2023-10-03 |
update person_description Michael J. Dolberg => Michael J. Dolberg |
| 2023-10-03 |
update person_title Adam Bonner: Investment Services Specialist => Trading Manager |
| 2023-10-03 |
update person_title Alexandria (Lexi) Luciano: Senior Investment Coordinator => Senior Client Service Associate |
| 2023-10-03 |
update person_title Allison Smith: Service Advisor => Senior Relationship Manager |
| 2023-10-03 |
update person_title Amanda Meehan: Client Service Specialist => Client Service Associate |
| 2023-10-03 |
update person_title Bri Andreoni: Director of Client Services => Director of Operations, Apollon New England |
| 2023-10-03 |
update person_title Crystal Rose: Executive Assistant to Andrew Jaffee & Michael Lewis; Executive Assistant to Andrew Jaffee & Michael Lewis / Planning => Senior Administrative Assistant to Andrew Jaffee & Michael Lewis / Planning; Senior Administrative Assistant to Andrew Jaffee & Michael Lewis |
| 2023-10-03 |
update person_title Dee Dillingham: Executive Assistant Client Services Specialist; Executive Assistant => Senior Administrative Associate |
| 2023-10-03 |
update person_title Deirdre Van Rensburg: Administrative Associate, Piershale Financial Group => Administrative Associate |
| 2023-10-03 |
update person_title Drew Chiles: Investment Services Specialist => Trading Associate |
| 2023-10-03 |
update person_title Freya Woodrow: Office Manager and HR / Marketing Assistant => HR and Marketing Associate |
| 2023-10-03 |
update person_title Henry Silva: Wealth Management Advisor in the Miami Office; Planning Coordinator; Wealth Management Advisor / Planning Coordinator => Wealth Management Advisor in the Miami Office; Planning Lead Advisor; Planning Coordinator |
| 2023-10-03 |
update person_title Herly Tejada: Director of Client Relations => Director of Operations, Bluechip Wealth Management |
| 2023-10-03 |
update person_title Jadine Hampton: Investment Coordinator => Client Service Associate |
| 2023-10-03 |
update person_title Jennifer Thigpen: Senior Associate => Senior Relationship Manager |
| 2023-10-03 |
update person_title Julia Johnson: Paraplanner => Planning Analyst |
| 2023-10-03 |
update person_title Lindsey Reinke: Onboarding Coordinator => Transition Associate |
| 2023-10-03 |
update person_title Perrin Berry: Investment Coordinator => Client Service Associate |
| 2023-10-03 |
update person_title Robert Powell: Investment Coordinator => Client Service Associate |
| 2023-10-03 |
update person_title Sara Watkins: Client Service Manager => Administrative Associate |
| 2023-10-03 |
update person_title Shawncee Sapp: Director of Client Services => Relationship Manager |
| 2023-10-03 |
update person_title Tyler Stollar: Client Manager, Catalyst => Client Service Associate, Catalyst |
| 2023-08-31 |
delete otherexecutives John Van Sant |
| 2023-08-31 |
delete personal_emails ja..@apollonwealth.com |
| 2023-08-31 |
delete personal_emails kr..@apollonwealth.com |
| 2023-08-31 |
delete personal_emails ri..@apollonwealth.com |
| 2023-08-31 |
delete personal_emails sa..@apollonwealth.com |
| 2023-08-31 |
insert founder Bob Foley |
| 2023-08-31 |
insert founder Brian Pierce |
| 2023-08-31 |
insert founder Chris Burke |
| 2023-08-31 |
insert founder Dave Mirolli |
| 2023-08-31 |
insert founder David Pierce |
| 2023-08-31 |
insert personal_emails br..@apollonwealth.com |
| 2023-08-31 |
delete address 100 Commercial Street,
Portland, Maine 04101 |
| 2023-08-31 |
delete address 1283 N 14th Ave, Suite 201
Bozeman, Montana 59715 |
| 2023-08-31 |
delete address 4830 West Kennedy Blvd, Suite 650
Tampa, FL 33609 |
| 2023-08-31 |
delete email ja..@apollonwealth.com |
| 2023-08-31 |
delete email jv..@cascade-inc.com |
| 2023-08-31 |
delete email kr..@apollonwealth.com |
| 2023-08-31 |
delete email ri..@apollonwealth.com |
| 2023-08-31 |
delete email sa..@apollonwealth.com |
| 2023-08-31 |
delete person Jason W. Hersch |
| 2023-08-31 |
delete person John Van Sant |
| 2023-08-31 |
delete person Kristen M. McKeown |
| 2023-08-31 |
delete person Richard Teitelbaum |
| 2023-08-31 |
delete person Sarah Carrico |
| 2023-08-31 |
delete phone (813) 452-6704 |
| 2023-08-31 |
insert address 1990 Main Stree, Suite 750
Sarasota, FL 34236 |
| 2023-08-31 |
insert address 2431 Devine St.
Columbia, SC 29205 |
| 2023-08-31 |
insert address Bozeman, Montana 1875.39 mi |
| 2023-08-31 |
insert address Tree City Advisors of Apollon
Boise, ID 83702 |
| 2023-08-31 |
insert email br..@apollonwealth.com |
| 2023-08-31 |
insert email da..@apollonweath.com |
| 2023-08-31 |
insert person J.E. Wilson |
| 2023-08-31 |
insert person Vicki Wiley |
| 2023-08-31 |
update person_title Bob Foley: CEO, Podesta Capital; Advisor => Co - Founder |
| 2023-08-31 |
update person_title Brian Pierce: Advisor; Wealth Management Advisor - Catalyst => Co - Founder; Co - Founder, Catalyst |
| 2023-08-31 |
update person_title Chanice La Touche: Billing / Reporting => Director of Integrations and Reporting; Member of the Directors & Management Team |
| 2023-08-31 |
update person_title Chris Burke: Advisor; President, Podesta Capital Apollon / CEO, Podesta Capital Apollon; Wealth Management Advisor => Co - Founder |
| 2023-08-31 |
update person_title Dave Mirolli: Advisor; Wealth Management Advisor - Catalyst => Co - Founder; Co - Founder, Catalyst |
| 2023-08-31 |
update person_title David Pierce: Advisor; Wealth Management Advisor - Catalyst => Co - Founder; Co - Founder, Catalyst |
| 2023-08-31 |
update person_title Foster Harrison: Director of Client Relations => Director of Client Relations; Wealth Management Advisor |
| 2023-08-31 |
update person_title Raven Ostlind: Investment Coordinator => Client Service Manager; Member of the Directors & Management Team |
| 2023-06-28 |
delete cfo Kortney Holtzhower |
| 2023-06-28 |
delete otherexecutives Kortney Holtzhower |
| 2023-06-28 |
insert personal_emails ro..@apollonwealth.com |
| 2023-06-28 |
delete email ko..@apollonwealth.com |
| 2023-06-28 |
delete person Kortney Holtzhower |
| 2023-06-28 |
delete phone (404) 287-2382 |
| 2023-06-28 |
insert address 3525 Piedmont Rd, Building 6, Suite 420
Atlanta, GA 30305 |
| 2023-06-28 |
insert address 3525 Piedmont Road, Building 6, Suite 420,
Atlanta, Georgia 30305 |
| 2023-06-28 |
insert contact_pages_linkeddomain catalystwealthmanagement.com |
| 2023-06-28 |
insert contact_pages_linkeddomain singularityfs.com |
| 2023-06-28 |
insert email ro..@apollonwealth.com |
| 2023-06-28 |
insert person Robert Powell |
| 2023-05-27 |
delete coo John Van Sant |
| 2023-05-27 |
delete personal_emails am..@apollonwealth.com |
| 2023-05-27 |
delete personal_emails jo..@apollonwealth.com |
| 2023-05-27 |
insert coo Teresa Matthews-Fletcher |
| 2023-05-27 |
insert otherexecutives John Van Sant |
| 2023-05-27 |
insert personal_emails br..@catalystapollon.com |
| 2023-05-27 |
insert personal_emails ca..@catalystapollon.com |
| 2023-05-27 |
insert personal_emails ch..@catalystapollon.com |
| 2023-05-27 |
insert personal_emails da..@apollonwealth.com |
| 2023-05-27 |
insert personal_emails da..@catalystapollon.com |
| 2023-05-27 |
insert personal_emails da..@catalystapollon.com |
| 2023-05-27 |
insert personal_emails la..@catalystapollon.com |
| 2023-05-27 |
insert personal_emails li..@catalystapollon.com |
| 2023-05-27 |
insert personal_emails ri..@apollonwealth.com |
| 2023-05-27 |
insert personal_emails ty..@catalystapollon.com |
| 2023-05-27 |
delete email am..@apollonwealth.com |
| 2023-05-27 |
delete email dg..@cascade-inc.com |
| 2023-05-27 |
delete email jo..@apollonwealth.com |
| 2023-05-27 |
delete person Amy Rizzo |
| 2023-05-27 |
delete person Joseph Lassiter |
| 2023-05-27 |
insert email br..@catalystapollon.com |
| 2023-05-27 |
insert email ca..@catalystapollon.com |
| 2023-05-27 |
insert email ch..@catalystapollon.com |
| 2023-05-27 |
insert email da..@catalystapollon.com |
| 2023-05-27 |
insert email da..@apollonwealth.com |
| 2023-05-27 |
insert email da..@catalystapollon.com |
| 2023-05-27 |
insert email da..@catalystapollon.com |
| 2023-05-27 |
insert email la..@catalystapollon.com |
| 2023-05-27 |
insert email li..@catalystapollon.com |
| 2023-05-27 |
insert email ma..@catalystapollon.com |
| 2023-05-27 |
insert email ri..@apollonwealth.com |
| 2023-05-27 |
insert email ty..@catalystapollon.com |
| 2023-05-27 |
insert person Brad Humphries |
| 2023-05-27 |
insert person Brian Pierce |
| 2023-05-27 |
insert person Cal Halliburton |
| 2023-05-27 |
insert person Christopher D. Pullaro |
| 2023-05-27 |
insert person Dalton Fair |
| 2023-05-27 |
insert person Dave Mirolli |
| 2023-05-27 |
insert person David Pierce |
| 2023-05-27 |
insert person Lauren Duncan |
| 2023-05-27 |
insert person Lisa Hamilton |
| 2023-05-27 |
insert person Matt Cayce |
| 2023-05-27 |
insert person Richard Sines |
| 2023-05-27 |
insert person Teresa Matthews-Fletcher |
| 2023-05-27 |
insert person Tyler Stollar |
| 2023-05-27 |
update person_title Dana Greathouse: Senior Service Specialist => Alternative Investment Specialist |
| 2023-05-27 |
update person_title Freya Woodrow: Officer Manager and HR / Marketing Assistant => Office Manager and HR / Marketing Assistant |
| 2023-05-27 |
update person_title John Van Sant: Director of Operations; Member of the Directors & Management Team => Director; Member of the Directors & Management Team |
| 2023-04-09 |
delete personal_emails j...@adifo.net |
| 2023-04-09 |
delete personal_emails ja..@teloswealthadvisors.com |
| 2023-04-09 |
delete personal_emails tr..@apollonwealth.com |
| 2023-04-09 |
insert personal_emails ry..@apollonwealth.com |
| 2023-04-09 |
insert personal_emails sa..@apollonwealth.com |
| 2023-04-09 |
delete address 355 South,
Greenville, South Carolina 29601 |
| 2023-04-09 |
delete email j...@adifo.net |
| 2023-04-09 |
delete email ja..@teloswealthadvisors.com |
| 2023-04-09 |
delete email tr..@apollonwealth.com |
| 2023-04-09 |
delete person Bob Searing |
| 2023-04-09 |
delete person Charles Helme |
| 2023-04-09 |
delete person Jayson Beech |
| 2023-04-09 |
delete person Julian Bradham |
| 2023-04-09 |
delete person Natalie Nelson |
| 2023-04-09 |
delete person Travis Mowry |
| 2023-04-09 |
delete phone (673) 381-4791 |
| 2023-04-09 |
insert contact_pages_linkeddomain jewilson.com |
| 2023-04-09 |
insert contact_pages_linkeddomain treecityadvisors.com |
| 2023-04-09 |
insert email da..@apollonwealth.com |
| 2023-04-09 |
insert email ry..@apollonwealth.com |
| 2023-04-09 |
insert email sa..@apollonwealth.com |
| 2023-04-09 |
insert email tr..@treecityadvisors.com |
| 2023-04-09 |
insert management_pages_linkeddomain upstatescalliance.com |
| 2023-04-09 |
insert person Freya Woodrow |
| 2023-04-09 |
insert person Jadine Hampton |
| 2023-04-09 |
insert person Ryan Agostinelli |
| 2023-04-09 |
insert person Suzanne Spotts |
| 2023-04-09 |
insert phone (208) 888-1244 |
| 2023-04-09 |
insert phone (678) 381-4791 |
| 2023-04-09 |
update person_description Chris Pelley => Chris Pelley |
| 2023-04-09 |
update person_description Matt Workman => Matt Workman |
| 2023-04-09 |
update person_title Alexandria (Lexi) Luciano: Investment Coordinator => Senior Investment Coordinator |
| 2023-04-09 |
update person_title George Smith: Senior Accountant => Accounting Manager |
| 2023-04-09 |
update person_title Germone Gadsden: Member of the Directors & Management Team; Senior Manager / Investment Operations => null |
| 2023-04-09 |
update person_title Laura Norton: Marketing Coordinator => Marketing Manager |
| 2023-04-09 |
update person_title Sarah Ross: Financial Planning Assistant, FPQP® => Investment Coordinator |
| 2023-02-05 |
delete personal_emails mi..@apollonwealth.com |
| 2023-02-05 |
delete email kd..@cascade-inc.com |
| 2023-02-05 |
delete email mi..@apollonwealth.com |
| 2023-02-05 |
delete person Kimberly Davis |
| 2023-02-05 |
delete person Michael Brinton |
| 2023-02-05 |
delete phone (615) 419-9949 |
| 2023-02-05 |
update person_title Foster Harrison: Investment Coordinator => Director of Client Relations |
| 2023-01-04 |
delete personal_emails cr..@apollonwealth.com |
| 2023-01-04 |
delete personal_emails ja..@apollonwealth.com |
| 2023-01-04 |
delete personal_emails ja..@apollonwealth.com |
| 2023-01-04 |
delete personal_emails ma..@apollonwealth.com |
| 2023-01-04 |
delete personal_emails re..@apollonwealth.com |
| 2023-01-04 |
delete personal_emails ry..@apollonwealth.com |
| 2023-01-04 |
delete personal_emails sa..@apollonwealth.com |
| 2023-01-04 |
insert coo John Van Sant |
| 2023-01-04 |
insert office_emails in..@apollonwealth.com |
| 2023-01-04 |
insert otherexecutives Shawncee Sapp |
| 2023-01-04 |
insert personal_emails dr..@apollonwealth.com |
| 2023-01-04 |
insert personal_emails ka..@apollonwealth.com |
| 2023-01-04 |
insert personal_emails li..@apollonwealth.com |
| 2023-01-04 |
delete address 1775 Eye Street NW Suite 1150,
DC, Washington 20006 450.63 mi |
| 2023-01-04 |
delete address 780 Broadway
South Portland, Maine 04106 |
| 2023-01-04 |
delete address Central Point, Oregon 2419.77 mi |
| 2023-01-04 |
delete address Los Angeles, California 2202.03 mi |
| 2023-01-04 |
delete email cr..@apollonwealth.com |
| 2023-01-04 |
delete email da..@apolllonwealth.com |
| 2023-01-04 |
delete email ja..@apollonwealth.com |
| 2023-01-04 |
delete email ja..@apollonwealth.com |
| 2023-01-04 |
delete email ma..@apollonwealth.com |
| 2023-01-04 |
delete email re..@apollonwealth.com |
| 2023-01-04 |
delete email ry..@apollonwealth.com |
| 2023-01-04 |
delete email sa..@apollonwealth.com |
| 2023-01-04 |
delete person Craig Hemenway |
| 2023-01-04 |
delete person Jamie Reed |
| 2023-01-04 |
delete person Mark Axmacher |
| 2023-01-04 |
delete person Rebecca Jenkins |
| 2023-01-04 |
delete person Ryan Agostinelli |
| 2023-01-04 |
delete person Sarah Craven |
| 2023-01-04 |
delete person Suzanne Moore |
| 2023-01-04 |
delete phone (202) 587-5757 |
| 2023-01-04 |
delete source_ip 162.159.134.42 |
| 2023-01-04 |
insert address 100 Commercial St, Suite 417
Portland, ME 04101 |
| 2023-01-04 |
insert address 100 Commercial Street,
Portland, Maine 04101 |
| 2023-01-04 |
insert address 100 Commercial Street, Suite 417
Portland, Maine 04101 |
| 2023-01-04 |
insert address 2431 Devine St.,
Columbia, South Carolina 29205 |
| 2023-01-04 |
insert address 91 Camden St, Suite 403
Rockland, ME 04841 |
| 2023-01-04 |
insert address Brentwood, Tennessee 37027 453.29 mi |
| 2023-01-04 |
insert address Los Angeles, California 90012 2202.03 mi |
| 2023-01-04 |
insert address Los Angeles, California 90012, United States |
| 2023-01-04 |
insert contact_pages_linkeddomain upstatescalliance.com |
| 2023-01-04 |
insert contact_pages_linkeddomain westsidewealth.com |
| 2023-01-04 |
insert email ca..@apollonwealth.com |
| 2023-01-04 |
insert email dr..@apollonwealth.com |
| 2023-01-04 |
insert email in..@apollonwealth.com |
| 2023-01-04 |
insert email ka..@apollonwealth.com |
| 2023-01-04 |
insert email li..@apollonwealth.com |
| 2023-01-04 |
insert email pe..@apollonwealth.com |
| 2023-01-04 |
insert management_pages_linkeddomain westsidewealth.com |
| 2023-01-04 |
insert person Alexandra Lundgren |
| 2023-01-04 |
insert person Amanda Reynolds |
| 2023-01-04 |
insert person Brian Wiley |
| 2023-01-04 |
insert person Cara Shone |
| 2023-01-04 |
insert person Drew Chiles |
| 2023-01-04 |
insert person James Wilson |
| 2023-01-04 |
insert person Jeremiah Bates |
| 2023-01-04 |
insert person Katie Earle |
| 2023-01-04 |
insert person Lindsey Reinke |
| 2023-01-04 |
insert person Nic Daniels |
| 2023-01-04 |
insert person Perrin Berry |
| 2023-01-04 |
insert person Sarah Carrico |
| 2023-01-04 |
insert person Sarah Ross |
| 2023-01-04 |
insert person Shawncee Sapp |
| 2023-01-04 |
insert phone (843) 310-4214 |
| 2023-01-04 |
insert source_ip 35.208.103.74 |
| 2023-01-04 |
update person_description Bri Andreoni => Bri Andreoni |
| 2023-01-04 |
update person_description Clinton G. Smith III => Clinton G. Smith III |
| 2023-01-04 |
update person_description Julia Johnson => Julia Johnson |
| 2023-01-04 |
update person_description Justin Coffin => Justin Coffin |
| 2023-01-04 |
update person_description Michael Brinton => Michael Brinton |
| 2023-01-04 |
update person_description Torey Carr => Torey Carr |
| 2023-01-04 |
update person_title Adam King: Business Development Manager => Advisor; Wealth Management Advisor |
| 2023-01-04 |
update person_title Andrea Purcell: Investment / Trading Coordinator => Director of Trading; Member of the Directors & Management Team |
| 2023-01-04 |
update person_title Dana Greathouse: Client Service Specialist => Senior Service Specialist |
| 2023-01-04 |
update person_title John Van Sant: President, Cascade => Director of Operations; Member of the Directors & Management Team |
| 2023-01-04 |
update person_title Joseph Lassiter: Investment Coordinator => Alternative Investment Specialist |
| 2023-01-04 |
update person_title Michael Brinton: Wealth Management Advisor => null |
| 2023-01-04 |
update person_title Raven Ostlind: Insurance Coordinator => Investment Coordinator |
| 2023-01-04 |
update person_title Thomas (Brock) Cook: Investment Coordinator => Investment Services Specialist |
| 2023-01-04 |
update person_title Travis Mowrey: Wealth Management Advisor / Founding Partner / CEO; Wealth Management Advisor => Wealth Management Advisor |
| 2022-08-11 |
delete personal_emails ch..@apollonwealth.com |
| 2022-08-11 |
delete personal_emails jo..@apollonwealth.com |
| 2022-08-11 |
delete vpsales Charley McGrane |
| 2022-08-11 |
insert cfo Kortney Holtzhower |
| 2022-08-11 |
insert chiefinvestmentofficer Eric Sterner |
| 2022-08-11 |
insert coo Kirk Aguer |
| 2022-08-11 |
insert managingdirector Chris Pelley |
| 2022-08-11 |
insert managingdirector Seth Radow |
| 2022-08-11 |
insert personal_emails co..@apollonwealth.com |
| 2022-08-11 |
insert personal_emails er..@apollonwealth.com |
| 2022-08-11 |
insert personal_emails ki..@apollonwealth.com |
| 2022-08-11 |
insert personal_emails lu..@apollonwealth.com |
| 2022-08-11 |
insert personal_emails tr..@apollonwealth.com |
| 2022-08-11 |
delete address 1691 Michigan Avenue, Suite 310
Miami, FL 33139 |
| 2022-08-11 |
delete address 1691 Michigan Avenue, Suite 420,
Miami, Florida 33139 |
| 2022-08-11 |
delete address 20781 SW Cherry Orchard St,
Sherwood, Oregon 97140 |
| 2022-08-11 |
delete address 20781 SW Cherry Orchard Street
Sherwood, OR 97140 |
| 2022-08-11 |
delete address 3355 Lenox Road NE, Suite 750
Atlanta, GA 30326 |
| 2022-08-11 |
delete address 4411 E Sunshine St, Suite B
Springfield, MO 65809 |
| 2022-08-11 |
delete address 517 Greenwood Ave., Kenilworth, IL |
| 2022-08-11 |
delete address 517 Greenwood Avenue
Kenilworth, IL 60043 |
| 2022-08-11 |
delete address 835 Coleman Blvd, Suite 102
Mt. Pleasant, SC 29464 |
| 2022-08-11 |
delete address 888 Brickell Key Drive
Miami, FL 33131 |
| 2022-08-11 |
delete address 888 Brickell Key Drive,
Miami, Florida 33131 |
| 2022-08-11 |
delete address 895 Rodney Drive
Nashville, TN 37205 |
| 2022-08-11 |
delete email ch..@apollonwealth.com |
| 2022-08-11 |
delete email gi..@apollonwealth.com |
| 2022-08-11 |
delete email ji..@prismadvisoryllc.com |
| 2022-08-11 |
delete email jo..@apollonwealth.com |
| 2022-08-11 |
delete email sa..@apollonwealth.com |
| 2022-08-11 |
delete person Charley McGrane |
| 2022-08-11 |
delete person Gianna Barbaretta |
| 2022-08-11 |
delete person John McWilliams |
| 2022-08-11 |
delete person Sarah Gilkeyson |
| 2022-08-11 |
delete phone (864) 280-1111 |
| 2022-08-11 |
insert address 1283 N 14th Ave, Suite 201
Bozeman, Montana 59715 |
| 2022-08-11 |
insert address 1691 Michigan Avenue, Suite 420,
Miami Beach, Florida 33139 |
| 2022-08-11 |
insert address 355 South,
Greenville, South Carolina 29601 |
| 2022-08-11 |
insert address 5000 Ritter Rd, Suite 202,
Mechanicsburg, Pennsylvania 17055 |
| 2022-08-11 |
insert address 6312 South Fiddler's Green Circle, Suite 300,
Greenwood Village, Colorado 80111 |
| 2022-08-11 |
insert address 835 Coleman Blvd, Unit 102,
Mt Pleasant, South Carolina 29464 0.01 mi
Dee Dillingham |
| 2022-08-11 |
insert address Central Point, Oregon 2419.77 mi |
| 2022-08-11 |
insert address Los Angeles, California 2202.03 mi |
| 2022-08-11 |
insert address Minneapolis, Minnesota 1105.23 mi |
| 2022-08-11 |
insert email co..@apollonwealth.com |
| 2022-08-11 |
insert email er..@apollonwealth.com |
| 2022-08-11 |
insert email ht..@bluechipwm.com |
| 2022-08-11 |
insert email ji..@apollonwealth.com |
| 2022-08-11 |
insert email ki..@apollonwealth.com |
| 2022-08-11 |
insert email lu..@apollonwealth.com |
| 2022-08-11 |
insert email se..@apollonwealth.com |
| 2022-08-11 |
insert email tr..@apollonwealth.com |
| 2022-08-11 |
insert person Cody Hooten |
| 2022-08-11 |
insert person Eric Sterner |
| 2022-08-11 |
insert person Kirk Aguer |
| 2022-08-11 |
insert person Luke Dillon |
| 2022-08-11 |
insert person Seth Radow |
| 2022-08-11 |
insert person Travis Mowry |
| 2022-08-11 |
insert phone (673) 381-4791 |
| 2022-08-11 |
insert phone 615-410-9390 |
| 2022-08-11 |
update person_description Julia Johnson => Julia Johnson |
| 2022-08-11 |
update person_title Brooke Walter: Director of Operations, Cascade => Director of Practice Management |
| 2022-08-11 |
update person_title Chris Pelley: Wealth Management Advisor => Managing Director |
| 2022-08-11 |
update person_title Kortney Holtzhower: Controller; Director of Underwriting / Insurance => Chief Financial Officer |
| 2022-06-15 |
delete personal_emails je..@apollonwealth.com |
| 2022-06-15 |
insert personal_emails re..@apollonwealth.com |
| 2022-06-15 |
delete email je..@apollonwealth.com |
| 2022-06-15 |
delete person Jeanette Kugel |
| 2022-06-15 |
delete source_ip 35.209.43.72 |
| 2022-06-15 |
insert email re..@apollonwealth.com |
| 2022-06-15 |
insert person Rebecca Jenkins |
| 2022-06-15 |
insert source_ip 162.159.134.42 |
| 2022-05-15 |
delete coo Sarah Craven |
| 2022-05-15 |
insert personal_emails ch..@apollonwealth.com |
| 2022-05-15 |
insert personal_emails ja..@apollonwealth.com |
| 2022-05-15 |
insert personal_emails ja..@teloswealthadvisors.com |
| 2022-05-15 |
insert personal_emails jo..@apollonwealth.com |
| 2022-05-15 |
insert personal_emails ry..@apollonwealth.com |
| 2022-05-15 |
insert vpsales Charley McGrane |
| 2022-05-15 |
insert email ch..@apollonwealth.com |
| 2022-05-15 |
insert email gi..@apollonwealth.com |
| 2022-05-15 |
insert email ja..@apollonwealth.com |
| 2022-05-15 |
insert email ja..@teloswealthadvisors.com |
| 2022-05-15 |
insert email jo..@apollonwealth.com |
| 2022-05-15 |
insert email ry..@apollonwealth.com |
| 2022-05-15 |
insert person Charley McGrane |
| 2022-05-15 |
insert person Gianna Barbaretta |
| 2022-05-15 |
insert person Jamie Reed |
| 2022-05-15 |
insert person Jayson Beech |
| 2022-05-15 |
insert person John McWilliams |
| 2022-05-15 |
insert person Ryan Agostinelli |
| 2022-05-15 |
update person_description Henry Silva => Henry Silva |
| 2022-05-15 |
update person_title Henry Silva: Planning Coordinator => Wealth Management Advisor in the Miami Office; Wealth Management Advisor / Planning Coordinator |
| 2022-05-15 |
update person_title Samuel Crump: Wealth Management Advisor, CFP®, RICP®, CLU®, ChFC® => Wealth Management Advisor |
| 2022-05-15 |
update person_title Sarah Craven: Chief Operating Officer; Office Manager; System Administrator => Office Manager; Office Manager / System Administrator / Founding Partner / COO; System Administrator |
| 2022-04-14 |
delete personal_emails ca..@teloswealthadvisors.com |
| 2022-04-14 |
insert personal_emails ju..@apollonwealth.com |
| 2022-04-14 |
insert personal_emails sa..@apollonwealth.com |
| 2022-04-14 |
delete address 1691 Michigan Avenue, Suite 420
Miami Beach, FL 33139 |
| 2022-04-14 |
delete address 1691 Michigan Avenue, Suite 420
Miami, FL 33139 |
| 2022-04-14 |
delete email ca..@teloswealthadvisors.com |
| 2022-04-14 |
delete person Carla Miller |
| 2022-04-14 |
insert address 1691 Michigan Avenue, Suite 310
Miami Beach, FL 33139 |
| 2022-04-14 |
insert address 1691 Michigan Avenue, Suite 310
Miami, FL 33139 |
| 2022-04-14 |
insert email ju..@apollonwealth.com |
| 2022-04-14 |
insert email sa..@apollonwealth.com |
| 2022-04-14 |
insert person Julia Johnson |
| 2022-04-14 |
insert person Sara Watkins |
| 2022-03-15 |
delete coo Adam King |
| 2022-03-15 |
delete personal_emails je..@apollonwealth.com |
| 2022-03-15 |
insert chro Barbara Hull |
| 2022-03-15 |
insert coo Sarah Craven |
| 2022-03-15 |
insert personal_emails a...@adifo.net |
| 2022-03-15 |
insert personal_emails ad..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails am..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails an..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ba..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails br..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ca..@teloswealthadvisors.com |
| 2022-03-15 |
insert personal_emails ch..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ch..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ch..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails cr..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails da..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails de..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ge..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ge..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails he..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ja..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ja..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails je..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails je..@jyandassoc.com |
| 2022-03-15 |
insert personal_emails jo..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ju..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ki..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails kr..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails la..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ma..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ma..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails mi..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails mi..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ro..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ro..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails sa..@teloswealthadvisors.com |
| 2022-03-15 |
insert personal_emails sa..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ta..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails th..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails ti..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails to..@apollonwealth.com |
| 2022-03-15 |
insert personal_emails tr..@apollonwealth.com |
| 2022-03-15 |
delete address 20781 SW Cherry Orchard St
Sherwood, OR 97140 |
| 2022-03-15 |
delete address 3633 Wheeler Rd 30909
Augusta, Georgia |
| 2022-03-15 |
delete address 4 Caufield Pl #102,
Newtown, PA 18940 |
| 2022-03-15 |
delete address 517 Greenwood Ave
Kenilworth, IL 60043 |
| 2022-03-15 |
delete email je..@apollonwealth.com |
| 2022-03-15 |
delete person Abby Powell |
| 2022-03-15 |
delete person Adam Bronner |
| 2022-03-15 |
delete person Alexandra Ladove |
| 2022-03-15 |
delete person Brent Wood |
| 2022-03-15 |
delete person Christian Schaefer |
| 2022-03-15 |
delete person Herly Tejeda |
| 2022-03-15 |
delete person Jacob Walker |
| 2022-03-15 |
delete person Jeannette Kugel |
| 2022-03-15 |
delete person Steven Mills |
| 2022-03-15 |
delete phone 800-353-0008 |
| 2022-03-15 |
insert address 20781 SW Cherry Orchard Street
Sherwood, OR 97140 |
| 2022-03-15 |
insert address 3355 Lenox Road NE, Suite 750
Atlanta, GA 30326 |
| 2022-03-15 |
insert address 3633 Wheeler Road
Augusta, Georgia 30909 |
| 2022-03-15 |
insert address 4 Caufield Place, #102
Newtown, PA 18940 |
| 2022-03-15 |
insert address 4411 E Sunshine Street, Suite B
Springfield, MO 65809 |
| 2022-03-15 |
insert address 517 Greenwood Avenue
Kenilworth, IL 60043 |
| 2022-03-15 |
insert address 835 Coleman Blvd, Suite 102
Mt. Pleasant, SC 29464 |
| 2022-03-15 |
insert address 895 Rodney Drive
Nashville, TN 37205 |
| 2022-03-15 |
insert address 91 Camden St, Suite 403
Rockland, Maine 04841 |
| 2022-03-15 |
insert address 91 Camden Street, Suite 403
Rockland, Maine 04841 |
| 2022-03-15 |
insert email a...@adifo.net |
| 2022-03-15 |
insert email ad..@apollonwealth.com |
| 2022-03-15 |
insert email ag..@bluechipwm.com |
| 2022-03-15 |
insert email ak..@bluechipwm.com |
| 2022-03-15 |
insert email al..@cascade-inc.com |
| 2022-03-15 |
insert email am..@prismadvisoryllc.com |
| 2022-03-15 |
insert email am..@apollonwealth.com |
| 2022-03-15 |
insert email an..@apollonwealth.com |
| 2022-03-15 |
insert email an..@cascade-inc.com |
| 2022-03-15 |
insert email as..@cascade-inc.com |
| 2022-03-15 |
insert email ba..@apollonwealth.com |
| 2022-03-15 |
insert email bf..@podestacapital.com |
| 2022-03-15 |
insert email br..@apollonwealth.com |
| 2022-03-15 |
insert email ca..@teloswealthadvisors.com |
| 2022-03-15 |
insert email cb..@podestacapital.com |
| 2022-03-15 |
insert email ch..@apollonwealth.com |
| 2022-03-15 |
insert email ch..@apollonwealth.com |
| 2022-03-15 |
insert email ch..@apollonwealth.com |
| 2022-03-15 |
insert email cl..@apollonwealth.com |
| 2022-03-15 |
insert email cr..@apollonwealth.com |
| 2022-03-15 |
insert email cr..@apollonwealth.com |
| 2022-03-15 |
insert email cy..@cascade-inc.com |
| 2022-03-15 |
insert email da..@apollonwealth.com |
| 2022-03-15 |
insert email de..@apollonwealth.com |
| 2022-03-15 |
insert email dg..@cascade-inc.com |
| 2022-03-15 |
insert email dh..@bluechipwm.com |
| 2022-03-15 |
insert email ds..@cascade-inc.com |
| 2022-03-15 |
insert email dt..@cascade-inc.com |
| 2022-03-15 |
insert email fo..@apollonwealth.com |
| 2022-03-15 |
insert email ga..@prismadvisoryllc.com |
| 2022-03-15 |
insert email ge..@apollonwealth.com |
| 2022-03-15 |
insert email ge..@apollonwealth.com |
| 2022-03-15 |
insert email ge..@apollonwealth.com |
| 2022-03-15 |
insert email he..@apollonwealth.com |
| 2022-03-15 |
insert email ja..@apollonwealth.com |
| 2022-03-15 |
insert email ja..@apollonwealth.com |
| 2022-03-15 |
insert email je..@apollonwealth.com |
| 2022-03-15 |
insert email je..@jyandassoc.com |
| 2022-03-15 |
insert email ji..@prismadvisoryllc.com |
| 2022-03-15 |
insert email jo..@apollonwealth.com |
| 2022-03-15 |
insert email ju..@apollonwealth.com |
| 2022-03-15 |
insert email jv..@cascade-inc.com |
| 2022-03-15 |
insert email k...@adifo.net |
| 2022-03-15 |
insert email kd..@cascade-inc.com |
| 2022-03-15 |
insert email ki..@apollonwealth.com |
| 2022-03-15 |
insert email ko..@apollonwealth.com |
| 2022-03-15 |
insert email kr..@apollonwealth.com |
| 2022-03-15 |
insert email la..@apollonwealth.com |
| 2022-03-15 |
insert email le..@apollonwealth.com |
| 2022-03-15 |
insert email ma..@apollonwealth.com |
| 2022-03-15 |
insert email ma..@apollonwealth.com |
| 2022-03-15 |
insert email me..@cascade-inc.com |
| 2022-03-15 |
insert email mi..@apollonwealth.com |
| 2022-03-15 |
insert email mi..@apollonwealth.com |
| 2022-03-15 |
insert email mi..@apollonwealth.com |
| 2022-03-15 |
insert email pa..@apollonwealth.com |
| 2022-03-15 |
insert email pa..@apollonwealth.com |
| 2022-03-15 |
insert email pe..@cascade-inc.com |
| 2022-03-15 |
insert email ra..@apollonwealth.com |
| 2022-03-15 |
insert email rc..@cascade-inc.com |
| 2022-03-15 |
insert email ri..@prismadvisoryllc.com |
| 2022-03-15 |
insert email ro..@apollonwealth.com |
| 2022-03-15 |
insert email ro..@prismadvisoryllc.com |
| 2022-03-15 |
insert email ro..@apollonwealth.com |
| 2022-03-15 |
insert email sa..@teloswealthadvisors.com |
| 2022-03-15 |
insert email sa..@apollonwealth.com |
| 2022-03-15 |
insert email sa..@apollonwealth.com |
| 2022-03-15 |
insert email ta..@apollonwealth.com |
| 2022-03-15 |
insert email th..@apollonwealth.com |
| 2022-03-15 |
insert email ti..@apollonwealth.com |
| 2022-03-15 |
insert email to..@apollonwealth.com |
| 2022-03-15 |
insert email tr..@apollonwealth.com |
| 2022-03-15 |
insert person Amy Rizzo |
| 2022-03-15 |
insert person Bob Searing |
| 2022-03-15 |
insert person Carla Miller |
| 2022-03-15 |
insert person Charles Helme |
| 2022-03-15 |
insert person Chris Cassel |
| 2022-03-15 |
insert person Chris Pelley |
| 2022-03-15 |
insert person Clinton G. Smith III |
| 2022-03-15 |
insert person Craig Hemenway |
| 2022-03-15 |
insert person David Grossman |
| 2022-03-15 |
insert person Dee Dillingham |
| 2022-03-15 |
insert person George Smith |
| 2022-03-15 |
insert person Germone Gadsden |
| 2022-03-15 |
insert person Henry Silva |
| 2022-03-15 |
insert person Jeanette Kugel |
| 2022-03-15 |
insert person Kirstie Reeves |
| 2022-03-15 |
insert person Laura Norton |
| 2022-03-15 |
insert person LeTasha Johnson |
| 2022-03-15 |
insert person Mark Axmacher |
| 2022-03-15 |
insert person Matt Workman |
| 2022-03-15 |
insert person Mike Herman |
| 2022-03-15 |
insert person Paul DeFrances |
| 2022-03-15 |
insert person Robert Wolfe |
| 2022-03-15 |
insert person Samuel Crump |
| 2022-03-15 |
insert person Sarah Craven |
| 2022-03-15 |
insert person Sarah Gilkeyson |
| 2022-03-15 |
insert person Thomas (Brock) Cook |
| 2022-03-15 |
insert person Travis Mowrey |
| 2022-03-15 |
insert phone (207) 203-7404 |
| 2022-03-15 |
insert phone (303) 292-1121 |
| 2022-03-15 |
insert phone (404) 287-2382 |
| 2022-03-15 |
insert phone (813) 452-6704 |
| 2022-03-15 |
update person_title Adam Bonner: Investment Coordinator => Investment Services Specialist |
| 2022-03-15 |
update person_title Adam King: Chief Operating Officer => Business Development Manager |
| 2022-03-15 |
update person_title Barbara Hull: Office Manager / HR / Executive Assistant to Michael Dolberg => Director of Human Resources |
| 2022-03-15 |
update person_title Brooke Walter: DIRECTOR of CLIENT SERVICE => Director of Operations, Cascade |
| 2022-03-15 |
update person_title Chris Burke: President, Podesta Capital => President, Podesta Capital Apollon / CEO, Podesta Capital Apollon |
| 2022-03-15 |
update person_title Crystal Rose: Executive Assistant to Andrew Jaffee & Micahel Lewis => Executive Assistant to Andrew Jaffee & Michael Lewis |
| 2022-03-15 |
update person_title Dawn Campbell: Executive; Director of Alternative Real Estate Investments / Wealth Management Advisor => Executive; Director of Alternative Real Estate Investments / Wealth Management Advisor; Director of Alternative Real Estate Investments / Wealth Management Advisor / Director of Alternative Real Estate Investments / Wealth Management Advisor |
| 2022-03-15 |
update person_title Gena McNair: Office Manager and Executive Assistant to Apollon Augusta => Office Manager / Executive Assistant to Gil Eaves |
| 2022-03-15 |
update person_title Herly Tejada: null => Director of Client Relations |
| 2022-03-15 |
update person_title Kortney Holtzhower: Wealth Management Advisor => Controller |
| 2021-12-14 |
insert personal_emails al..@apollonwealth.com |
| 2021-12-14 |
insert personal_emails je..@apollonwealth.com |
| 2021-12-14 |
insert personal_emails jo..@apollonwealth.com |
| 2021-12-14 |
insert email al..@apollonwealth.com |
| 2021-12-14 |
insert email je..@apollonwealth.com |
| 2021-12-14 |
insert email jo..@apollonwealth.com |
| 2021-12-14 |
insert person Adam Bonner |
| 2021-12-14 |
insert person Adam Bronner |
| 2021-12-14 |
insert person Alexandria (Lexi) Luciano |
| 2021-12-14 |
insert person Foster Harrison |
| 2021-12-14 |
insert person Jeannette Kugel |
| 2021-12-14 |
insert person Joseph Lassiter |
| 2021-12-14 |
update person_title Angie Brown: SERVICE ADVISOR => OFFICE MANAGER |
| 2021-09-22 |
insert address 780 Broadway
South Portland, Maine 04106 |
| 2021-09-22 |
insert address 91 Camden St, Suite 401
Rockland, Maine 04841 |
| 2021-07-21 |
delete address 137 Old Market Street, Suite 102
Aiken, SC 29803 |
| 2021-07-21 |
delete address 2 Wharfside Street Unit 2-0
Charleston, SC 29401 |
| 2021-07-21 |
delete address 20781 SW Cherry Orchard Street
Sherwood, OR 97140 |
| 2021-07-21 |
delete address 227 W. Trade Street, Suite 1870
Charlotte, NC 28202 |
| 2021-07-21 |
delete address 3633 Wheeler Road
Augusta, GA 30909 |
| 2021-07-21 |
delete address 4830 West Kennedy Boulevard, Suite 650
Tampa, Florida 33609 |
| 2021-07-21 |
delete address 835 Coleman Blvd Suite 102
Mount Pleasant, SC 29464 |
| 2021-07-21 |
delete index_pages_linkeddomain google.com |
| 2021-07-21 |
delete index_pages_linkeddomain twentyoverten.com |
| 2021-07-21 |
delete phone 704-323-5070 |
| 2021-07-21 |
delete phone 706-855-8811 |
| 2021-07-21 |
delete phone 803-335-1630 |
| 2021-07-21 |
delete source_ip 34.200.208.102 |
| 2021-07-21 |
delete source_ip 52.22.216.73 |
| 2021-07-21 |
insert index_pages_linkeddomain facebook.com |
| 2021-07-21 |
insert index_pages_linkeddomain linkedin.com |
| 2021-07-21 |
insert index_pages_linkeddomain twitter.com |
| 2021-07-21 |
insert source_ip 35.209.43.72 |
| 2021-05-19 |
delete source_ip 3.220.130.251 |
| 2021-05-19 |
delete source_ip 52.73.4.106 |
| 2021-05-19 |
insert source_ip 34.200.208.102 |
| 2021-05-19 |
insert source_ip 52.22.216.73 |
| 2021-04-05 |
delete address 2 Wharfside Street, Units 2 -0
Charleston, SC 29401 |
| 2021-04-05 |
delete address 3605 Exchange Lane
Augusta, GA 30909 |
| 2021-04-05 |
delete address 835 Coleman Blvd. Unit 102
Mt. Pleasant, SC 294064 |
| 2021-04-05 |
delete fax 803-335-1600 |
| 2021-04-05 |
delete person Matt Jahn |
| 2021-04-05 |
delete source_ip 34.195.88.173 |
| 2021-04-05 |
delete source_ip 54.225.241.151 |
| 2021-04-05 |
insert address 835 Coleman Blvd. Unit 102
Mt. Pleasant, SC 29464 |
| 2021-04-05 |
insert source_ip 3.220.130.251 |
| 2021-04-05 |
insert source_ip 52.73.4.106 |
| 2021-04-05 |
update primary_contact 835 Coleman Blvd. Unit 102
Mt. Pleasant, SC 294064 => 835 Coleman Blvd. Unit 102
Mt. Pleasant, SC 29464 |
| 2021-01-26 |
insert coo Adam King |
| 2021-01-26 |
delete career_pages_linkeddomain tfaforms.net |
| 2021-01-26 |
delete person Travis Ronk |
| 2021-01-26 |
delete source_ip 3.215.227.222 |
| 2021-01-26 |
delete source_ip 52.22.127.119 |
| 2021-01-26 |
insert address 4830 W Kennedy Boulevard, Suite 650
Tampa, FL 33609 |
| 2021-01-26 |
insert address 4830 West Kennedy Boulevard, Suite 650
Tampa, Florida 33609 |
| 2021-01-26 |
insert person Adam King |
| 2021-01-26 |
insert source_ip 34.195.88.173 |
| 2021-01-26 |
insert source_ip 54.225.241.151 |
| 2021-01-26 |
update person_title Abby Powell: EXECUTIVE ASSISTANCE to PODESTA CAPITAL APOLLON; Member of the WEALTH MANAGEMENT Team => EXECUTIVE ASSISTANT to PODESTA CAPITAL APOLLON |
| 2021-01-26 |
update person_title Gena McNair: Office Manager; Member of the WEALTH MANAGEMENT Team; Executive Assistant => Office Manager and Executive Assistant to Apollon Augusta |
| 2020-09-30 |
insert cco Steven Mills |
| 2020-09-30 |
delete source_ip 52.200.76.192 |
| 2020-09-30 |
delete source_ip 54.210.172.18 |
| 2020-09-30 |
insert source_ip 3.215.227.222 |
| 2020-09-30 |
insert source_ip 52.22.127.119 |
| 2020-09-30 |
update person_title Abby Powell: Executive Assistant to Jeff Carlson; Member of the WEALTH MANAGEMENT Team => EXECUTIVE ASSISTANCE to PODESTA CAPITAL APOLLON; Member of the WEALTH MANAGEMENT Team |
| 2020-09-30 |
update person_title Chanice La Touche: TRADING / INVESTMENTS => BILLING / REPORTING |
| 2020-09-30 |
update person_title Steven Mills: COMPLIANCE / COO => CCO |
| 2020-06-20 |
delete person Jeffrey P. Carlson |
| 2020-05-21 |
delete person Bennett Tharp |
| 2020-05-21 |
delete person Tiffany Garland |
| 2020-05-21 |
delete source_ip 3.225.232.102 |
| 2020-05-21 |
insert source_ip 52.200.76.192 |
| 2020-04-20 |
delete source_ip 3.232.123.175 |
| 2020-04-20 |
delete source_ip 52.44.243.77 |
| 2020-04-20 |
insert source_ip 3.225.232.102 |
| 2020-04-20 |
insert source_ip 54.210.172.18 |
| 2020-03-21 |
delete person Jake Hansell |
| 2020-03-21 |
delete source_ip 34.206.189.166 |
| 2020-03-21 |
delete source_ip 52.4.204.142 |
| 2020-03-21 |
insert source_ip 3.232.123.175 |
| 2020-03-21 |
insert source_ip 52.44.243.77 |
| 2020-02-19 |
delete coo Steven Mills |
| 2020-02-19 |
delete person Abby Powel |
| 2020-02-19 |
delete source_ip 34.196.174.135 |
| 2020-02-19 |
delete source_ip 52.86.43.128 |
| 2020-02-19 |
insert address 3633 Wheeler Road
Augusta, GA 30909 |
| 2020-02-19 |
insert person Abby Powell |
| 2020-02-19 |
insert person Bennett Tharp |
| 2020-02-19 |
insert person David Palkovitz |
| 2020-02-19 |
insert person Jason W. Hersch |
| 2020-02-19 |
insert person Richard Teitelbaum |
| 2020-02-19 |
insert person Travis Ronk |
| 2020-02-19 |
insert source_ip 34.206.189.166 |
| 2020-02-19 |
insert source_ip 52.4.204.142 |
| 2020-02-19 |
update person_title Craig F. Hemenway: Director of Trading => TRADING |
| 2020-02-19 |
update person_title Steven Mills: Chief Operating Officer => COMPLIANCE / COO |
| 2020-01-18 |
delete address 835 Coleman Blvd Mount Pleasant, SC 29464 |
| 2020-01-18 |
insert address 835 Coleman Blvd Suite 102 Mount Pleasant, SC 29464 |
| 2019-12-18 |
delete source_ip 3.232.9.242 |
| 2019-12-18 |
delete source_ip 52.6.225.14 |
| 2019-12-18 |
insert source_ip 34.196.174.135 |
| 2019-12-18 |
insert source_ip 52.86.43.128 |
| 2019-11-17 |
delete source_ip 34.204.124.128 |
| 2019-11-17 |
delete source_ip 54.164.200.61 |
| 2019-11-17 |
insert address 835 Coleman Blvd Mount Pleasant, SC 29464 |
| 2019-11-17 |
insert career_pages_linkeddomain tfaforms.net |
| 2019-11-17 |
insert source_ip 3.232.9.242 |
| 2019-11-17 |
insert source_ip 52.6.225.14 |
| 2019-10-18 |
delete address 2 Wharfside Street, Units 2 - 10
Charleston, SC 29401 |
| 2019-10-18 |
delete address MOUNT PLEASANT
2 Wharfside Street Unit 2 - 10
Charleston, SC 29401 |
| 2019-10-18 |
delete source_ip 34.224.161.192 |
| 2019-10-18 |
delete source_ip 3.222.35.23 |
| 2019-10-18 |
insert address 2 Wharfside Street Unit 2-0
Charleston, SC 29401 |
| 2019-10-18 |
insert address 2 Wharfside Street, Units 2 -0
Charleston, SC 29401 |
| 2019-10-18 |
insert address 20781 SW Cherry Orchard Street Sherwood, OR 97140 |
| 2019-10-18 |
insert address 835 Coleman Blvd. Unit 102
Mt. Pleasant, SC 294064 |
| 2019-10-18 |
insert email da..@apollonwealth.com |
| 2019-10-18 |
insert person Matthew Jahn |
| 2019-10-18 |
insert phone 503-610-1678 |
| 2019-10-18 |
insert source_ip 34.204.124.128 |
| 2019-10-18 |
insert source_ip 54.164.200.61 |
| 2019-10-18 |
update person_title Dawn Campbell: WEALTH MANAGEMENT ADVISOR => Director of Alternative Real Estate Investments |
| 2019-09-17 |
delete address 835 Coleman Blvd. Suite 102
Mt. Pleasant, SC 29464 |
| 2019-09-17 |
delete address 835 Coleman Boulevard, Suite # 102
Mount Pleasant, SC 29464 |
| 2019-09-17 |
insert address 2 Wharfside Street, Units 2 - 10
Charleston, SC 29401 |
| 2019-09-17 |
insert address MOUNT PLEASANT
2 Wharfside Street Unit 2 - 10
Charleston, SC 29401 |
| 2019-08-17 |
delete source_ip 52.6.254.36 |
| 2019-08-17 |
insert about_pages_linkeddomain google.com |
| 2019-08-17 |
insert career_pages_linkeddomain google.com |
| 2019-08-17 |
insert contact_pages_linkeddomain google.com |
| 2019-08-17 |
insert index_pages_linkeddomain google.com |
| 2019-08-17 |
insert source_ip 3.222.35.23 |
| 2019-07-17 |
delete about_pages_linkeddomain bluepay.com |
| 2019-07-17 |
delete about_pages_linkeddomain emaplan.com |
| 2019-07-17 |
delete about_pages_linkeddomain schwab.com |
| 2019-07-17 |
delete career_pages_linkeddomain bluepay.com |
| 2019-07-17 |
delete career_pages_linkeddomain emaplan.com |
| 2019-07-17 |
delete career_pages_linkeddomain schwab.com |
| 2019-07-17 |
delete contact_pages_linkeddomain bluepay.com |
| 2019-07-17 |
delete contact_pages_linkeddomain emaplan.com |
| 2019-07-17 |
delete contact_pages_linkeddomain schwab.com |
| 2019-07-17 |
delete index_pages_linkeddomain bluepay.com |
| 2019-07-17 |
delete index_pages_linkeddomain emaplan.com |
| 2019-07-17 |
delete index_pages_linkeddomain schwab.com |
| 2019-07-17 |
delete person McKenzie Eaves |
| 2019-06-17 |
delete source_ip 34.239.61.146 |
| 2019-06-17 |
delete source_ip 54.85.193.36 |
| 2019-06-17 |
insert source_ip 34.224.161.192 |
| 2019-06-17 |
insert source_ip 52.6.254.36 |
| 2019-05-17 |
insert coo Steven Mills |
| 2019-05-17 |
delete source_ip 35.169.144.11 |
| 2019-05-17 |
delete source_ip 54.144.96.147 |
| 2019-05-17 |
insert person BARBARA HULL |
| 2019-05-17 |
insert person Raven Ostlind |
| 2019-05-17 |
insert person SUZANNE MOORE |
| 2019-05-17 |
insert person Steven Mills |
| 2019-05-17 |
insert source_ip 34.239.61.146 |
| 2019-05-17 |
insert source_ip 54.85.193.36 |
| 2019-05-17 |
update person_title Brent Wood: Planning => WEALTH MANAGEMENT |
| 2019-05-17 |
update person_title Jim Torykian: Wealth Management => BUSINESS DEVELOPMENT |
| 2019-04-15 |
delete chieflegalofficer Darcy L. Green |
| 2019-04-15 |
delete address 40 Calhoun Street, Suite 215
Charleston, SC 29401 |
| 2019-04-15 |
delete person Darcy L. Green |
| 2019-04-15 |
delete source_ip 3.92.105.245 |
| 2019-04-15 |
delete source_ip 52.4.197.232 |
| 2019-04-15 |
insert address 835 Coleman Blvd. Suite 102
Mt. Pleasant, SC 29464 |
| 2019-04-15 |
insert address 835 Coleman Boulevard, Suite # 102
Mount Pleasant, SC 29464 |
| 2019-04-15 |
insert source_ip 35.169.144.11 |
| 2019-04-15 |
insert source_ip 54.144.96.147 |
| 2019-04-15 |
update person_title Karen S. Ostrow: Human Resources / Contracting & Licensing; Member of the RISK MANAGEMENT Team => Human Resources |
| 2019-03-06 |
delete source_ip 35.168.95.176 |
| 2019-03-06 |
insert source_ip 52.4.197.232 |
| 2019-02-01 |
insert otherexecutives Brenton Saba |
| 2019-02-01 |
delete source_ip 34.235.233.122 |
| 2019-02-01 |
delete source_ip 35.169.140.167 |
| 2019-02-01 |
insert address 137 Old Market Street, Suite 102
Aiken, SC 29803 |
| 2019-02-01 |
insert person Brent Wood |
| 2019-02-01 |
insert person Brenton Saba |
| 2019-02-01 |
insert person Crystal Rose |
| 2019-02-01 |
insert person Karen S. Ostrow |
| 2019-02-01 |
insert phone 803-335-1630 |
| 2019-02-01 |
insert source_ip 3.92.105.245 |
| 2019-02-01 |
insert source_ip 35.168.95.176 |
| 2018-12-28 |
delete person Kelly Stone |
| 2018-12-28 |
delete person Taylor Garner-Sgobbo |
| 2018-12-28 |
delete source_ip 34.225.236.50 |
| 2018-12-28 |
delete source_ip 52.20.168.227 |
| 2018-12-28 |
insert source_ip 34.235.233.122 |
| 2018-12-28 |
insert source_ip 35.169.140.167 |
| 2018-12-28 |
update person_title Jim Torykian: Wealth Managment => Wealth Management |
| 2018-12-28 |
update person_title McKenzie Eaves: Risk Managment => Risk Management; Member of the Wealth Management Team |