WJ INTERESTS - History of Changes


DateDescription
2023-09-17 insert email al..@wjwealth.com
2023-09-17 insert person Alyson Alaniz
2023-09-17 update person_description Ashley Cornner-Patel => Ashley Cornner-Patel
2023-09-17 update person_title Jonathan Chapman: CFP®, Senior Wealth Advisor, Partner; Partner; CERTIFIED FINANCIAL PLANNER => CFP®, CExP™, Senior Wealth Advisor, Partner; CERTIFIED FINANCIAL PLANNER; Partner
2023-08-15 update person_title Ashley Cornner-Patel: Office Manager => CLIENT SERVICES MANAGER
2023-05-02 insert index_pages_linkeddomain goodgirlfitness.net
2023-03-31 update person_description Mateo Salmeron => Mateo Salmeron
2023-03-31 update person_title Jonathan Chapman: CFP®, Managing Partner, Senior Wealth Advisor; CERTIFIED FINANCIAL PLANNER; Managing Partner and Senior Wealth Advisor With; Managing PARTNER, SENIOR WEALTH ADVISOR => CFP®, Senior Wealth Advisor, Partner; Partner; CERTIFIED FINANCIAL PLANNER
2023-03-31 update person_title Mateo Salmeron: Associate Financial Planner => Associate WEALTH ADVISOR
2023-02-28 update person_description Estella Bailey => Estella Bailey
2022-09-21 delete index_pages_linkeddomain fortune.com
2022-07-20 delete source_ip 132.148.6.26
2022-07-20 insert source_ip 67.227.231.132
2022-06-19 insert email ma..@wjwealth.com
2022-06-19 insert person Mateo Salmeron
2022-05-19 update person_title Jonathan Chapman: PARTNER, SENIOR WEALTH ADVISOR; CERTIFIED FINANCIAL PLANNER; Partner => CFP®, Managing Partner, Senior Wealth Advisor; CERTIFIED FINANCIAL PLANNER; Managing Partner and Senior Wealth Advisor With; Managing PARTNER, SENIOR WEALTH ADVISOR
2022-04-17 delete email fa..@wjwealth.com
2022-04-17 insert about_pages_linkeddomain bizjournals.com
2022-04-17 insert about_pages_linkeddomain fa-mag.com
2022-04-17 insert about_pages_linkeddomain fivestarprofessional.com
2022-04-17 update person_title Brandon Arns: CFP®, CAIA, Associate Wealth Advisor => CFP®, CAIA, Portfolio Manager
2022-04-17 update person_title Jonathan Chapman: CFP®, Wealth Advisor; CERTIFIED FINANCIAL PLANNER; Wealth Advisor With => PARTNER, SENIOR WEALTH ADVISOR; CERTIFIED FINANCIAL PLANNER; Partner
2021-05-20 delete email bi..@wealth.com
2021-05-20 insert email bi..@wjwealth.com
2021-04-04 delete about_pages_linkeddomain nelsonandco.net
2021-04-04 delete contact_pages_linkeddomain nelsonandco.net
2021-04-04 delete index_pages_linkeddomain nelsonandco.net
2021-04-04 delete management_pages_linkeddomain nelsonandco.net
2021-04-04 delete person Jordan Nightingale
2021-04-04 delete terms_pages_linkeddomain nelsonandco.net
2021-04-04 insert address 2333 Town Center Drive, Suite 100 Sugar Land, TX 77478
2021-04-04 insert email al..@wjwealth.com
2021-04-04 insert email as..@wjwealth.com
2021-04-04 insert email bi..@wealth.com
2021-04-04 insert email br..@wjwealth.com
2021-04-04 insert email es..@wjwealth.com
2021-04-04 insert email fa..@wjwealth.com
2021-04-04 insert email ja..@wjwealth.com
2021-04-04 insert email jo..@wjwealth.com
2021-04-04 insert phone 281-634-9400 | 2333
2019-10-18 delete index_pages_linkeddomain nasdaq.com
2019-06-17 insert person Ashley Cornner-Patel
2019-04-12 delete index_pages_linkeddomain eepurl.com
2019-04-12 delete index_pages_linkeddomain wsj.com
2019-02-09 delete person Melissa Zepeda