PINNACLE WEALTH - History of Changes


DateDescription
2023-05-22 delete coo Shane Weaver
2023-05-22 delete otherexecutives Brett Carson
2023-05-22 insert chiefstrategyofficer Burt White
2023-05-22 insert otherexecutives Kimberly Flynn
2023-05-22 insert otherexecutives Maren Jensen
2023-05-22 insert otherexecutives Mike Valenti
2023-05-22 delete about_pages_linkeddomain carsongroup.com
2023-05-22 delete index_pages_linkeddomain carsongroup.com
2023-05-22 delete management_pages_linkeddomain carsongroup.com
2023-05-22 delete person Brett Carson
2023-05-22 delete person Greg DeGennaro
2023-05-22 delete person Josh Russell
2023-05-22 delete person Michael Gruidel
2023-05-22 delete person Ryan Yamada
2023-05-22 delete person Scott Budd
2023-05-22 delete person Scott Kubie
2023-05-22 delete person Shane Weaver
2023-05-22 delete person Virgil Dejongh
2023-05-22 delete source_ip 35.194.29.129
2023-05-22 insert about_pages_linkeddomain t.co
2023-05-22 insert person Briana Miller
2023-05-22 insert person Burt White
2023-05-22 insert person Karl Strube
2023-05-22 insert person Kimberly Flynn
2023-05-22 insert person Maren Jensen
2023-05-22 insert person Matt Kory
2023-05-22 insert person Mike Valenti
2023-05-22 insert person Ryan Detrick
2023-05-22 insert person Scott Berryman
2023-05-22 insert source_ip 141.193.213.21
2023-05-22 insert source_ip 141.193.213.20
2023-05-22 update person_description Ryan Ovenden => Ryan Ovenden
2023-05-22 update person_title Patrick Sittner: Portfolio Strategist => Director, Portfolio Strategy
2023-05-22 update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Director, Investment Platform / Research Department; Director, Investment Platform
2023-05-22 update website_status InternalTimeout => OK
2022-09-05 update website_status OK => InternalTimeout
2022-08-06 insert person Scott Budd
2022-08-06 insert person Tom Fridrich
2022-06-06 delete index_pages_linkeddomain carsonmx.com
2022-04-06 delete person Vishnu Lekraj
2022-04-06 update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department
2022-03-07 delete otherexecutives Casey Franken
2022-03-07 delete management_pages_linkeddomain etf.com
2022-03-07 delete person Alyssa Zuck
2022-03-07 delete person Casey Franken
2022-03-07 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
2021-12-13 update person_title Ethan Brouwer: Relationship Manager => Associate Wealth Advisor; Wealth Advisor
2021-09-20 insert coo Shane Weaver
2021-09-20 delete person Krista Thompson
2021-09-20 insert person Patrick Carter
2021-09-20 insert person Shane Weaver
2021-09-20 update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst
2021-08-18 insert person Matt Lewis
2021-08-18 update person_description Meet Sarah => Meet Sarah
2021-07-17 delete managingdirector Carson Coaching
2021-07-17 delete person Carson Coaching
2021-07-17 insert person Beth Schanou
2021-07-17 insert person Jake Bleicher
2021-07-17 insert person Meet Patrick
2021-07-17 insert person Meet Sarah
2021-07-17 update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist
2021-06-14 insert person Greg DeGennaro
2021-06-14 update person_title Nik Aamlid: Wealth Advisor; Wealth Advisor / Dean Bertsch => Wealth Advisor
2021-04-19 insert person Josh Russell
2021-04-19 insert person Mike Lawrence
2021-02-25 delete otherexecutives Rick Jaster
2021-02-25 delete person Nick Joyner
2021-02-25 delete person Rick Jaster
2021-02-25 update person_title Ethan Brouwer: Relationship Manager, Registered Administrative Assistant => Relationship Manager
2021-02-25 update person_title Vishnu Lekraj: Portfolio Manager for Carson Group; Portfolio Manager => Co - Portfolio Manager; Portfolio Manager for Carson Group
2021-01-25 delete cmo Jerrid Sebesta
2021-01-25 delete general_emails in..@pinnaclewealth.com
2021-01-25 delete email in..@pinnaclewealth.com
2021-01-25 delete fax (605) 271-6032
2021-01-25 delete index_pages_linkeddomain carsongrouppartners.com
2021-01-25 delete index_pages_linkeddomain wealthfromwisdomradio.com
2021-01-25 delete management_pages_linkeddomain carsongrouppartners.com
2021-01-25 delete management_pages_linkeddomain wealthfromwisdomradio.com
2021-01-25 delete person Alex Blankenburg
2021-01-25 delete person Beth Schanou
2021-01-25 delete person Brett Murray
2021-01-25 delete person Chris Oppliger
2021-01-25 delete person Jake Bleicher
2021-01-25 delete person Jeff Harris
2021-01-25 delete person Jerrid Sebesta
2021-01-25 insert management_pages_linkeddomain heartlandgsrescue.org
2021-01-25 insert person Ethan Brouwer
2021-01-25 insert person Forbes Best-in-State
2021-01-25 insert person Meet Chad
2021-01-25 insert person Meet Dean
2021-01-25 insert person Sonu Varghese
2021-01-25 insert person Vishnu Lekraj
2021-01-25 update person_description Alyssa Zuck => Alyssa Zuck
2021-01-25 update person_description Casey Franken => Casey Franken
2021-01-25 update person_description Chad Focht => Chad Focht
2021-01-25 update person_description Dean Bertsch => Dean Bertsch
2021-01-25 update person_description Nik Aamlid => Nik Aamlid
2021-01-25 update person_title Patrick Sittner: Portfolio Strategist; Portfolio Strategist / Research Department => Portfolio Strategist
2020-09-28 insert cmo Jerrid Sebesta
2020-09-28 delete person Rich Braley
2020-09-28 insert person Jerrid Sebesta
2020-09-28 update person_title Brett Murray: Wealth Planning Administrator => Paraplanner; Member of the Advanced Solutions Team
2020-07-20 delete person Patrick Carter
2020-07-20 update person_description Carson Coaching => Carson Coaching
2020-07-20 update person_description Jamie P. Hopkins => Jamie Hopkins
2020-06-19 update person_title Alyssa Zuck: Trading Specialist, Registered Rep => Trade Operations Analyst
2020-06-19 update person_title Kellie L. Duffy: Senior Trader, Registered Rep => Senior Trade Operations Analyst
2020-05-20 delete alias Pinnacle Weatlh
2020-05-20 delete person Connor Engbers
2020-05-20 update person_description Annette Burns => Annette Burns
2020-05-20 update person_title Annette Burns: Director of Lasting Impressions => Relationship Manager
2020-05-20 update person_title Virgil Dejongh: Director of Business and Life Development => Life Insurance Support
2020-04-20 delete otherexecutives Virgil Dejongh
2020-04-20 update person_description Holly Jacobson => Holly Jacobson
2020-04-20 update person_description Myriam Medina => Myriam Medina
2020-04-20 update person_description Nik Aamlid => Nik Aamlid
2020-04-20 update person_title Holly Jacobson: Director of First Impressions => Director of Operations and Data Management
2020-04-20 update person_title Virgil Dejongh: Director of Business Development => Director of Business and Life Development
2020-03-20 delete person Russ Van Belle
2020-03-20 insert person Myriam Medina
2020-03-20 insert person Ryan Ovenden
2020-03-20 update person_title Jeff Harris: Mergers & Acquisitions Analyst => Senior Mergers & Acquisitions Analyst
2020-01-13 delete about_pages_linkeddomain pinnaclewealthmanagement.com
2020-01-13 delete career_pages_linkeddomain pinnaclewealthmanagement.com
2020-01-13 delete contact_pages_linkeddomain pinnaclewealthmanagement.com
2020-01-13 delete index_pages_linkeddomain pinnaclewealthmanagement.com
2020-01-13 delete management_pages_linkeddomain pinnaclewealthmanagement.com
2020-01-13 delete partner_pages_linkeddomain pinnaclewealthmanagement.com
2020-01-13 delete service_pages_linkeddomain pinnaclewealthmanagement.com
2020-01-13 insert person Michael Gruidel
2019-12-13 insert person Drew Reisdorff
2019-12-13 insert person Russ Van Belle
2019-11-12 insert person Beth Schanou
2019-11-12 insert person Brett Murray
2019-11-12 insert person Kellie L. Duffy
2019-11-12 insert person Kevin Zlomke
2019-11-12 insert person Krista Thompson
2019-10-13 delete index_pages_linkeddomain deloitte.com
2019-09-12 delete index_pages_linkeddomain onefpa.org
2019-08-13 insert index_pages_linkeddomain deloitte.com
2019-08-13 insert person Alex Blankenburg
2019-08-13 insert person Jordan Pieper
2019-08-13 insert person Kaleigh Sanders
2019-08-13 insert person Matthew (Matt) Smith
2019-08-13 update person_title Alyssa Zuck: Trading Specialist => Trading Specialist, Registered Rep
2019-08-13 update person_title Jeff Harris: Trading Operations Analyst => Mergers & Acquisitions Analyst
2019-07-14 insert index_pages_linkeddomain onefpa.org
2019-07-14 insert person Saumen Chattopadhyay
2019-07-14 update person_title Rich Braley: Business Development; Operations => Special Events Coordinator
2019-06-14 delete ceo Paul West
2019-06-14 delete otherexecutives Tyler Schlumpf
2019-06-14 delete index_pages_linkeddomain countryliving.com
2019-06-14 delete person Beth Schanou
2019-06-14 delete person Nick Guarino
2019-06-14 delete person Paul West
2019-06-14 delete person Pete Mullen
2019-06-14 delete person Tyler Schlumpf
2019-06-14 insert career_pages_linkeddomain amazonaws.com
2019-06-14 insert contact_pages_linkeddomain amazonaws.com
2019-06-14 insert index_pages_linkeddomain amazonaws.com
2019-06-14 insert management_pages_linkeddomain amazonaws.com
2019-06-14 insert service_pages_linkeddomain amazonaws.com
2019-04-30 delete index_pages_linkeddomain bloomberg.com
2019-04-30 delete index_pages_linkeddomain marketwatch.com
2019-04-30 delete person Bob Wellman
2019-04-30 delete person Rachel Davelaar
2019-04-30 delete person Ron Carson
2019-04-30 insert index_pages_linkeddomain countryliving.com
2019-04-30 insert person Ryan Yamada
2019-03-30 delete index_pages_linkeddomain theconservativeincomeinvestor.com
2019-03-30 delete person Scott Ford
2019-03-30 insert index_pages_linkeddomain bloomberg.com
2019-03-30 insert index_pages_linkeddomain marketwatch.com
2019-03-30 update person_description Tyler Schlumpf => Tyler Schlumpf
2019-02-16 insert index_pages_linkeddomain theconservativeincomeinvestor.com
2019-02-16 update person_title Patrick Sittner: Portfolio Consultant / Research Department; Portfolio Consultant => Portfolio Strategist; Portfolio Strategist / Research Department
2019-02-16 update person_title Todd Knott: Director of Trading => Senior Institutional Trader