TRIMBLE WEALTH - History of Changes


DateDescription
2023-03-29 delete person Dara Summers
2023-03-29 delete source_ip 35.194.29.129
2023-03-29 insert source_ip 141.193.213.11
2023-03-29 insert source_ip 141.193.213.10
2023-01-25 update person_title Liz Trimble: Director, Client Services => Wealth Advisor; Wealth Advisor and Director, Client Services
2022-12-24 insert chiefstrategyofficer Burt White
2022-12-24 delete person Ryan Yamada
2022-12-24 delete person Scott Budd
2022-12-24 insert person Burt White
2022-12-24 insert person Ryan Detrick
2022-12-24 insert person Scott Berryman
2022-12-24 update person_title Michael Gruidel: Paraplanner => Wealth Planner
2022-12-24 update person_title Patrick Sittner: Portfolio Strategist => Director, Portfolio Strategy
2022-10-21 delete about_pages_linkeddomain carsongroup.com
2022-10-21 delete index_pages_linkeddomain carsongroup.com
2022-10-21 delete management_pages_linkeddomain carsongroup.com
2022-10-21 delete person Greg DeGennaro
2022-10-21 delete person Josh Russell
2022-09-19 delete coo Shane Weaver
2022-09-19 delete person Shane Weaver
2022-09-19 update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Director, Investment Platform / Research Department; Director, Investment Platform
2022-08-18 delete person Scott Kubie
2022-07-19 insert president Tom Fridrich
2022-07-19 insert person Scott Budd
2022-07-19 insert person Tom Fridrich
2022-06-17 delete index_pages_linkeddomain carsonmx.com