| Date | Description |
|---|
| 2023-02-17 |
delete source_ip 35.194.29.129 |
| 2023-02-17 |
insert about_pages_linkeddomain t.co |
| 2023-02-17 |
insert source_ip 141.193.213.11 |
| 2023-02-17 |
insert source_ip 141.193.213.10 |
| 2023-01-17 |
insert person Scott Berryman |
| 2022-12-16 |
update person_title Patrick Sittner: Portfolio Strategist => Director, Portfolio Strategy |
| 2022-11-14 |
insert chiefstrategyofficer Burt White |
| 2022-11-14 |
delete person Greg DeGennaro |
| 2022-11-14 |
delete person Ryan Yamada |
| 2022-11-14 |
delete person Scott Budd |
| 2022-11-14 |
insert person Burt White |
| 2022-11-14 |
insert person Ryan Detrick |
| 2022-11-14 |
update person_title Michael Gruidel: Paraplanner => Wealth Planner |
| 2022-11-14 |
update robots_txt_status pages.nfadvisors.com: 400 => 404 |
| 2022-10-14 |
delete about_pages_linkeddomain carsongroup.com |
| 2022-10-14 |
delete index_pages_linkeddomain carsongroup.com |
| 2022-10-14 |
delete management_pages_linkeddomain carsongroup.com |
| 2022-10-14 |
delete person Josh Russell |
| 2022-09-12 |
delete coo Shane Weaver |
| 2022-09-12 |
delete person Scott Kubie |
| 2022-09-12 |
delete person Shane Weaver |
| 2022-09-12 |
insert person Scott Budd |
| 2022-09-12 |
insert person Tom Fridrich |
| 2022-09-12 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Director, Investment Platform / Research Department; Director, Investment Platform |
| 2022-07-13 |
delete index_pages_linkeddomain carsonmx.com |
| 2022-07-13 |
insert index_pages_linkeddomain calendly.com |
| 2022-04-11 |
delete person Vishnu Lekraj |
| 2022-04-11 |
update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department |
| 2022-03-12 |
delete personal_emails jo..@nfadvisors.com |
| 2022-03-12 |
delete email jo..@nfadvisors.com |
| 2022-03-12 |
delete index_pages_linkeddomain calendly.com |
| 2022-03-12 |
delete management_pages_linkeddomain etf.com |
| 2022-03-12 |
delete person Alyssa Zuck |
| 2022-03-12 |
delete person Saumen Chattopadhyay |
| 2022-03-12 |
insert management_pages_linkeddomain heartlandgsrescue.org |
| 2022-03-12 |
insert person Forbes Best-in-State |
| 2022-03-12 |
insert person Meet Patrick |
| 2022-03-12 |
insert person Meet Paul |
| 2022-03-12 |
insert person Meet Ryan |
| 2022-03-12 |
insert person Meet Sarah |
| 2022-03-12 |
insert person Meet Scott |
| 2022-03-12 |
update person_description Scott Kubie => Scott Kubie |
| 2022-03-12 |
update person_description Shane Weaver => Shane Weaver |
| 2022-03-12 |
update person_title Vishnu Lekraj: Co - Portfolio Manager; Portfolio Manager for Carson Group => Co - Portfolio Manager; Co - Portfolio Manager / Research Department; Portfolio Manager for Carson Group |
| 2021-10-05 |
insert coo Shane Weaver |
| 2021-10-05 |
delete person Krista Thompson |
| 2021-10-05 |
insert person Paul Ganow |
| 2021-10-05 |
insert person Shane Weaver |
| 2021-10-05 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst |
| 2021-09-01 |
delete person Nick Guarino |
| 2021-09-01 |
delete person Tyler Schlumpf |
| 2021-09-01 |
insert person Matt Lewis |
| 2021-09-01 |
insert person Patrick Carter |
| 2021-09-01 |
update person_description Sarah Duey => Sarah Duey |
| 2021-07-29 |
update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist |
| 2021-06-28 |
delete managingdirector Carson Coaching |
| 2021-06-28 |
delete person Carson Coaching |
| 2021-06-28 |
delete person Chris Oppliger |
| 2021-06-28 |
delete person Jeff Harris |
| 2021-06-28 |
update person_description Jamie Hopkins => Jamie P. Hopkins |
| 2021-05-27 |
insert person Greg DeGennaro |
| 2021-04-11 |
insert person Josh Russell |
| 2021-04-11 |
insert person Mike Lawrence |
| 2021-02-17 |
update person_title Vishnu Lekraj: Portfolio Manager for Carson Group; Portfolio Manager => Co - Portfolio Manager; Portfolio Manager for Carson Group |
| 2021-01-17 |
delete otherexecutives Rick Jaster |
| 2021-01-17 |
delete person Alex Blankenburg |
| 2021-01-17 |
delete person Brett Murray |
| 2021-01-17 |
delete person Nick Joyner |
| 2021-01-17 |
delete person Rick Jaster |
| 2021-01-17 |
insert person Sonu Varghese |
| 2021-01-17 |
insert person Vishnu Lekraj |
| 2021-01-17 |
update person_title Carol A. MacDonald: Financial Paraplanner Qualified Professional™ Operations Manager => Operations Manager |
| 2021-01-17 |
update person_title Joel A. Larsen: Certified Financial Planner => Principal, CERTIFIED FINANCIAL PLANNER |
| 2021-01-17 |
update person_title Patrick Sittner: Portfolio Strategist; Portfolio Strategist / Research Department => Portfolio Strategist |
| 2021-01-17 |
update person_title Steven B. Anderson: Member of the Financial Planning Association; Certified Financial Planner => Member of the Financial Planning Association; Lead Financial Planner |
| 2020-10-04 |
update person_title Brett Murray: Wealth Planning Administrator => Paraplanner; Member of the Advanced Solutions Team |
| 2020-07-29 |
delete address 355 2nd St B
Davis, CA 95616 |
| 2020-07-29 |
delete person Patrick Carter |
| 2020-07-29 |
insert address 400 Capitol Mall
Suite 900
Sacramento, CA 95814 |
| 2020-07-29 |
update person_description Carson Coaching => Carson Coaching |
| 2020-07-29 |
update person_description Jamie P. Hopkins => Jamie Hopkins |
| 2020-07-29 |
update person_description Ryan Yamada => Ryan Yamada |
| 2020-07-29 |
update primary_contact 355 2nd St B
Davis, CA 95616 => 400 Capitol Mall
Suite 900
Sacramento, CA 95814 |
| 2020-05-29 |
update person_title Alyssa Zuck: Trading Specialist, Registered Rep => Trade Operations Analyst |
| 2020-05-29 |
update person_title Kellie L. Duffy: Senior Trader, Registered Rep => Senior Trade Operations Analyst |
| 2020-03-30 |
update person_title Carol A. MacDonald: Financial Paraplanner Qualified Professional™ Operations Manager; Financial Paraplanner Qualified Professional™ Operations Manager / Research Department => Financial Paraplanner Qualified Professional™ Operations Manager |
| 2020-03-30 |
update person_title Jeff Harris: Mergers & Acquisitions Analyst => Senior Mergers & Acquisitions Analyst |
| 2020-02-29 |
insert general_emails in..@nfadvisors.com |
| 2020-02-29 |
delete person Russ Van Belle |
| 2020-02-29 |
insert about_pages_linkeddomain calendly.com |
| 2020-02-29 |
insert contact_pages_linkeddomain calendly.com |
| 2020-02-29 |
insert email in..@nfadvisors.com |
| 2020-02-29 |
insert service_pages_linkeddomain calendly.com |
| 2020-02-29 |
update person_title Carol A. MacDonald: Financial Paraplanner Qualified Professional™ Operations Manager => Financial Paraplanner Qualified Professional™ Operations Manager; Financial Paraplanner Qualified Professional™ Operations Manager / Research Department |
| 2020-02-29 |
update person_title Patrick Sittner: Portfolio Strategist => Portfolio Strategist; Portfolio Strategist / Research Department |
| 2019-12-27 |
insert person Michael Gruidel |
| 2019-11-26 |
insert index_pages_linkeddomain calendly.com |
| 2019-11-26 |
insert person Drew Reisdorff |
| 2019-11-26 |
insert person Krista Thompson |
| 2019-11-26 |
insert person Russ Van Belle |
| 2019-10-27 |
insert person Beth Schanou |
| 2019-10-27 |
insert person Brett Murray |
| 2019-10-27 |
insert person Kellie L. Duffy |
| 2019-10-27 |
insert person Kevin Zlomke |
| 2019-09-26 |
delete index_pages_linkeddomain deloitte.com |
| 2019-08-27 |
delete index_pages_linkeddomain onefpa.org |
| 2019-08-27 |
insert index_pages_linkeddomain deloitte.com |
| 2019-08-27 |
insert person Alex Blankenburg |
| 2019-08-27 |
insert person Jordan Pieper |
| 2019-08-27 |
insert person Kaleigh Sanders |
| 2019-08-27 |
insert person Matthew (Matt) Smith |
| 2019-08-27 |
update person_title Alyssa Zuck: Trading Specialist => Trading Specialist, Registered Rep |
| 2019-08-27 |
update person_title Jeff Harris: Trading Operations Analyst => Mergers & Acquisitions Analyst |
| 2019-07-28 |
delete index_pages_linkeddomain bc.edu |
| 2019-07-28 |
insert index_pages_linkeddomain onefpa.org |
| 2019-07-28 |
insert person Saumen Chattopadhyay |
| 2019-06-25 |
delete ceo Paul West |
| 2019-06-25 |
delete person Beth Schanou |
| 2019-06-25 |
delete person Paul West |
| 2019-06-25 |
insert about_pages_linkeddomain amazonaws.com |
| 2019-06-25 |
insert client_pages_linkeddomain amazonaws.com |
| 2019-06-25 |
insert contact_pages_linkeddomain amazonaws.com |
| 2019-06-25 |
insert index_pages_linkeddomain amazonaws.com |
| 2019-06-25 |
insert index_pages_linkeddomain bc.edu |
| 2019-06-25 |
insert management_pages_linkeddomain amazonaws.com |
| 2019-06-25 |
insert service_pages_linkeddomain amazonaws.com |
| 2019-05-25 |
delete index_pages_linkeddomain countryliving.com |
| 2019-04-25 |
delete index_pages_linkeddomain marketwatch.com |
| 2019-04-25 |
delete person Bob Wellman |
| 2019-04-25 |
insert index_pages_linkeddomain countryliving.com |
| 2019-04-25 |
insert person Ryan Yamada |
| 2019-03-26 |
delete source_ip 100.24.208.97 |
| 2019-03-26 |
delete source_ip 35.172.94.1 |
| 2019-03-26 |
insert source_ip 35.194.29.129 |