| Date | Description |
|---|
| 2025-03-17 |
insert address 1401 Lawrence Street, Suite 1600
Denver, CO 80202 |
| 2025-03-17 |
insert phone 720-580-8118 |
| 2024-04-04 |
insert otherexecutives Carolyn Rauch |
| 2024-04-04 |
insert person Carolyn Rauch |
| 2024-04-04 |
update founded_year null => 2011 |
| 2024-04-04 |
update person_description Meghan Mulligan => Meghan Mulligan |
| 2024-04-04 |
update person_description Robbie Cohen => Robbie Cohen |
| 2024-04-04 |
update person_title Meghan Mulligan: Accounting Associate => Client Relationship Associate |
| 2023-09-11 |
delete otherexecutives Tom Gerboth |
| 2023-09-11 |
delete person Shaun Pfeiffer |
| 2023-09-11 |
delete person Tom Gerboth |
| 2023-09-11 |
delete source_ip 72.52.132.78 |
| 2023-09-11 |
insert person Melissa Rivas |
| 2023-09-11 |
insert source_ip 162.159.137.54 |
| 2023-09-11 |
insert source_ip 162.159.136.54 |
| 2023-04-20 |
insert vp Ryan Moore |
| 2023-04-20 |
insert person Ryan Moore |
| 2023-04-20 |
update person_description C. Angus Schaal => C. Angus Schaal |
| 2023-01-15 |
delete person Charles Self |
| 2023-01-15 |
insert management_pages_linkeddomain cfainstitute.org |
| 2023-01-15 |
insert management_pages_linkeddomain cfp.net |
| 2023-01-15 |
insert management_pages_linkeddomain financialplanningassociation.org |
| 2023-01-15 |
update person_description C. Angus Schaal => C. Angus Schaal |
| 2022-07-11 |
delete vp Stan Smrke |
| 2022-07-11 |
delete person Stan Smrke |
| 2022-06-10 |
delete person Dawn Quiet |
| 2022-04-10 |
delete vp Matt Levene |
| 2022-04-10 |
delete person Clayton Caupp |
| 2022-04-10 |
delete person Matt Levene |
| 2022-04-10 |
insert person Dawn Quiet |
| 2022-04-10 |
insert person Robbie Cohen |
| 2021-12-06 |
insert chiefinvestmentofficer Amy Bush |
| 2021-12-06 |
insert coo Colin Denker |
| 2021-12-06 |
insert otherexecutives Tom Gerboth |
| 2021-12-06 |
insert person Charles Self |
| 2021-12-06 |
insert person Tom Gerboth |
| 2021-12-06 |
update person_title Amy Bush: Chief Investment Strategist => Chief Investment Officer |
| 2021-12-06 |
update person_title Colin Denker: Director of Operations and Client Services => Director of Operations and Trading; Director of Operations |
| 2021-08-08 |
delete vp Matt Levine |
| 2021-08-08 |
delete vp William Wise |
| 2021-08-08 |
delete person Matt Levine |
| 2021-08-08 |
delete person Robbie Cohen |
| 2021-08-08 |
delete person William Wise |
| 2021-07-08 |
insert vp Matt Levene |
| 2021-07-08 |
insert vp Matt Levine |
| 2021-07-08 |
insert vp Stan Smrke |
| 2021-07-08 |
delete person Ryan Allessio |
| 2021-07-08 |
insert person Matt Levene |
| 2021-07-08 |
insert person Matt Levine |
| 2021-07-08 |
insert person Stan Smrke |
| 2021-06-07 |
insert person Clayton Caupp |
| 2020-05-02 |
delete vp Sean Harris |
| 2020-05-02 |
delete person Sean Harris |
| 2019-04-26 |
delete source_ip 107.180.25.8 |
| 2019-04-26 |
insert source_ip 72.52.132.78 |