OPUS FINANCIAL ADVISORS - History of Changes


DateDescription
2023-04-30 delete source_ip 104.16.65.197
2023-04-30 delete source_ip 104.16.66.197
2023-04-30 delete source_ip 104.16.67.197
2023-04-30 delete source_ip 104.16.68.197
2023-04-30 delete source_ip 104.16.69.197
2023-04-30 insert source_ip 104.17.167.172
2023-04-30 insert source_ip 104.17.168.172
2023-04-30 insert source_ip 104.17.169.172
2023-04-30 insert source_ip 104.17.170.172
2023-04-30 insert source_ip 104.17.171.172
2022-11-05 delete email lo..@opusfa.com
2022-11-05 delete person Lowell McCarthy
2022-11-05 insert about_pages_linkeddomain advgrp.co
2022-11-05 insert career_pages_linkeddomain advgrp.co
2022-11-05 insert contact_pages_linkeddomain advgrp.co
2022-11-05 insert directions_pages_linkeddomain advgrp.co
2022-11-05 insert email jo..@opusfa.com
2022-11-05 insert fax (919) 865-2065
2022-11-05 insert index_pages_linkeddomain advgrp.co
2022-11-05 insert management_pages_linkeddomain advgrp.co
2022-11-05 insert person Josh Wonders
2022-11-05 insert phone (919) 913-9036
2022-11-05 insert service_pages_linkeddomain advgrp.co
2022-11-05 update person_description Sara Seasholtz => Sara Seasholtz
2022-11-05 update person_title Sara Seasholtz: Affiliate Advisor & President of Preferred Financial Strategies => Consultant & President of Preferred Financial Strategies
2021-12-20 delete email je..@opusfa.com
2021-12-20 delete person Jennifer Griggs
2021-12-20 insert email lo..@opusfa.com
2021-12-20 insert person Lowell McCarthy
2021-12-20 update person_title Carole W. Hendrix: Vice President => Vice President; Financial Advisor
2021-04-24 insert vp Carol W. Hendrix
2021-04-24 delete email ch..@opusfa.com
2021-04-24 delete person Carol Hunter
2021-04-24 insert email li..@opusfa.com
2021-04-24 insert person Carol W. Hendrix
2021-04-24 insert person Lisa Fox
2021-04-24 update person_title Carole W. Hendrix: Vice President; Financial Advisor => Vice President
2021-01-22 delete email an..@opusfa.com
2021-01-22 delete person Andy Howell
2021-01-22 insert email sa..@financialstrategiesforlife.com
2021-01-22 insert management_pages_linkeddomain financialstrategiesforlife.com
2021-01-22 insert person Sara Seasholtz
2020-02-28 delete email ed..@opusfa.com
2020-02-28 delete person Edgar Antunez Rebollar
2020-02-28 insert email je..@opusfa.com
2020-02-28 insert person Jennifer Griggs
2020-01-28 insert about_pages_linkeddomain caprivacy.org
2020-01-28 insert career_pages_linkeddomain caprivacy.org
2020-01-28 insert contact_pages_linkeddomain caprivacy.org
2020-01-28 insert directions_pages_linkeddomain caprivacy.org
2020-01-28 insert index_pages_linkeddomain caprivacy.org
2020-01-28 insert management_pages_linkeddomain caprivacy.org
2020-01-28 insert service_pages_linkeddomain caprivacy.org
2019-08-29 update person_description Edgar Antunez Rebollar => Edgar Antunez Rebollar
2019-06-29 delete vp Martin A. Frost
2019-06-29 delete vp Nicole J. Robertson
2019-06-29 delete vp Nina Staples Lloyd
2019-06-29 insert ceo Nina Staples Lloyd
2019-06-29 insert chiefinvestmentofficer James T. Staples
2019-06-29 insert personal_emails mi..@opusfa.com
2019-06-29 insert president Nina Staples Lloyd
2019-06-29 insert svp Nicole J. Robertson
2019-06-29 insert email mi..@opusfa.com
2019-06-29 insert person Michelle Daniel
2019-06-29 update person_description Nina Staples Lloyd => Nina Staples Lloyd
2019-06-29 update person_title Andy Howell: Registered Representative, Opus Financial Advisors, Inc.Financial Advisor, FSC Securities Corporation; Registered Representative => Financial Advisor
2019-06-29 update person_title Carole W. Hendrix: Vice President; Vice President, Opus Financial Advisors, Inc. Financial Advisor => Vice President; Financial Advisor
2019-06-29 update person_title James T. Staples: President and CEO, Opus Financial Advisors, Inc. => Financial Advisor; Chief Investment Officer
2019-06-29 update person_title Janna Deegan: Vice President => Vice President; Financial Advisor; Chief Compliance Officer
2019-06-29 update person_title Martin A. Frost: Vice President; Financial Advisor => Vice President & Senior Investment Analyst; Vice President & Senior Investment Analyst / Financial Advisor
2019-06-29 update person_title Michelle M. Rokes: Vice President; Vice President, Opus Financial Advisors, Inc. Financial Advisor => Vice President; Financial Advisor
2019-06-29 update person_title Nicole J. Robertson: Vice President => Senior Vice President; Financial Advisor
2019-06-29 update person_title Nina Staples Lloyd: Vice President; Vice President, Opus Financial Advisors, Inc. Financial Advisor => Financial Advisor; President; Chief Executive Officer
2019-05-26 delete person Kate Rokes Hand
2019-01-10 delete contact_pages_linkeddomain hotjar.com
2019-01-10 delete service_pages_linkeddomain hotjar.com
2019-01-10 update person_description Kate Rokes Hand => Kate Rokes Hand