SUMMIT WEALTH GROUP - History of Changes


DateDescription
2025-04-22 delete address 14500 N Northsight Blvd Suite 112 Scottsdale, AZ 85260
2025-04-22 delete contact_pages_linkeddomain commonwealth.com
2025-04-22 delete contact_pages_linkeddomain google.com
2025-04-22 delete contact_pages_linkeddomain sipc.org
2025-04-22 delete email jg..@summitwealthgroup.com
2025-04-22 delete index_pages_linkeddomain commonwealth.com
2025-04-22 delete index_pages_linkeddomain google.com
2025-04-22 delete index_pages_linkeddomain sipc.org
2025-04-22 delete management_pages_linkeddomain commonwealth.com
2025-04-22 delete management_pages_linkeddomain google.com
2025-04-22 delete management_pages_linkeddomain sipc.org
2025-04-22 delete person Jon Goff
2025-04-22 delete service_pages_linkeddomain commonwealth.com
2025-04-22 delete service_pages_linkeddomain google.com
2025-04-22 delete service_pages_linkeddomain sipc.org
2025-04-22 insert address 14500 North Northsight Boulevard Suite 112 Scottsdale, AZ 85260
2025-04-22 insert address 8400 E Prentice Avenue Suite 1000 Greenwood Village, CO 80111
2025-04-22 insert alias Summit Wealth Group LLC
2025-04-22 insert email vl..@summitwealthgroup.com
2025-04-22 insert person Mitch Tenbarge
2025-04-22 insert person Tori Leu
2025-03-04 delete email ec..@summitwealthgroup.com
2025-03-04 delete email kf..@summitwealthgroup.com
2025-03-04 delete index_pages_linkeddomain forbes.com
2025-03-04 delete person Keith Florquist
2025-03-04 insert email ce..@summitwealthgroup.com
2025-03-04 insert email jo..@summitwealthgroup.com
2025-03-04 insert index_pages_linkeddomain tinyurl.com
2025-03-04 insert person Jonathan Oury
2025-03-04 update person_title David Lee: Vice President; CFP®, CIMA® Vice President => CFP® Vice President; Vice President
2025-03-04 update person_title Gabe Turner: Team Support Administrative Assistant => Registered Financial Assistant
2025-03-04 update person_title Kathy Regec: Human Resource Assistant => People Relations Coordinator
2025-03-04 update person_title Scott Marks: Financial Adviser; CFP®, CRPC® Financial Advisor; Senior Financial Advisor, Vice President; Financial Advisor; Advisor => Financial Adviser; Senior Financial Advisor, Vice President; CFP®, CRPC® Senior Financial Advisor, Vice President; Financial Advisor; Advisor
2025-03-04 update person_title Stephanie B. Jones: Marketing Account Manager => Head of Advisor Marketing
2025-03-04 update website_status IndexPageFetchError => OK
2025-01-12 update website_status OK => IndexPageFetchError
2024-10-28 insert email dn..@summitwealthgroup.com
2024-10-28 insert email er..@summitwealthgroup.com
2024-10-28 insert email jr..@summitwealthgroup.com
2024-10-28 insert person David Newby
2024-10-28 insert person Emmy Robertson
2024-10-28 insert person Josie Rush
2024-10-28 update person_title Suzie Whitesell: Director of First Impressions => Client Relations
2024-09-12 delete email hw..@summitwealthgroup.com
2024-09-12 delete person Holly Wilson
2024-09-12 insert person Chase Erickson
2024-09-12 update person_description Marilyn Eisenhauer => Marilyn Eisenhauer
2024-09-12 update person_description Nathan M. Archuleta => Nathan M. Archuleta
2024-09-12 update person_description Tracy Thornlow => Tracy Thornlow
2024-07-25 delete email jb..@summitwealthgroup.com
2024-07-25 delete email ll..@summitwealthgroup.com
2024-07-25 delete person Jack Brendel
2024-07-25 delete person Libby LaRue
2024-07-25 insert email mo..@summitwealthgroup.com
2024-07-25 insert person Mollie Oller
2024-06-21 delete person Dave Adams
2024-06-21 delete person Stephanie Brinkman
2024-06-21 insert email jd..@summitwealthgroup.com
2024-06-21 insert email jm..@summitwealthgroup.com
2024-06-21 insert email ke..@summitwealthgroup.com
2024-06-21 insert email sm..@summitwealthgroup.com
2024-06-21 insert email tw..@summitwealthgroup.com
2024-06-21 insert management_pages_linkeddomain tinyurl.com
2024-06-21 insert person Stephanie B. Jones
2024-06-21 insert person Tyler Wright
2024-04-04 delete contact_pages_linkeddomain gazette.com
2024-04-04 delete email da..@summitwealthgroup.com
2024-04-04 delete email ja..@summitwealthgroup.com
2024-04-04 delete email lc..@summitwealthgroup.com
2024-04-04 delete person David Clark
2024-04-04 delete person Jamar Anderson
2024-04-04 delete person Lisa Cannon
2024-04-04 insert about_pages_linkeddomain google.com
2024-04-04 insert career_pages_linkeddomain google.com
2024-04-04 insert client_pages_linkeddomain google.com
2024-04-04 insert contact_pages_linkeddomain google.com
2024-04-04 insert email cw..@summitwealthgroup.com
2024-04-04 insert email ec..@summitwealthgroup.com
2024-04-04 insert email gt..@summitwealthgroup.com
2024-04-04 insert email jb..@summitwealthgroup.com
2024-04-04 insert email ll..@summitwealthgroup.com
2024-04-04 insert email ma..@summitwealthgroup.com
2024-04-04 insert index_pages_linkeddomain google.com
2024-04-04 insert management_pages_linkeddomain google.com
2024-04-04 insert person Christian Whitesell
2024-04-04 insert person Gabe Turner
2024-04-04 insert person Jack Brendel
2024-04-04 insert person Libby LaRue
2024-04-04 insert person Mauricio Alas
2024-04-04 insert service_pages_linkeddomain google.com
2024-04-04 update person_title Dave Adams: Advisor Development => null
2024-04-04 update person_title David Noland: Financial Advisor => CFP® Financial Advisor; Financial Advisor
2024-04-04 update person_title Gary W. James: Vice President; CFP®, AIF; Financial Advisor => CFP; Vice President; Financial Advisor
2024-04-04 update person_title Jodi Conley: Director of First Impressions => Team Support Administrator
2024-04-04 update person_title Josh Jerele: CFP® Wealth Advisor; Senior Financial Advisor, Vice President => Senior Financial Advisor, Vice President; CFP® Senior Financial Advisor and Vice President
2023-10-06 delete email sm..@summitwealthgroup.com
2023-10-06 delete person Sandy Moseley
2023-10-06 insert career_pages_linkeddomain inc.com
2023-10-06 insert email ap..@summitwealthgroup.com
2023-10-06 insert email mt..@summitwealthgroup.com
2023-10-06 insert index_pages_linkeddomain mailchi.mp
2023-10-06 insert person Ami Parra
2023-10-06 insert person David Clark
2023-10-06 insert person Larry Conmy
2023-10-06 insert person Mitchel Tenbarge
2023-07-26 delete address 1597 Highland Colony Parkway Madison, MS 39110
2023-07-26 delete email cz..@summitwealthgroup.com
2023-07-26 delete email ow..@summitwealthgroup.com
2023-07-26 delete person Connor Zimmer
2023-07-26 delete person Oliver Wilson
2023-07-26 delete source_ip 104.16.65.197
2023-07-26 delete source_ip 104.16.66.197
2023-07-26 delete source_ip 104.16.67.197
2023-07-26 delete source_ip 104.16.68.197
2023-07-26 delete source_ip 104.16.69.197
2023-07-26 insert address 2510 N. Cascade Avenue, Suite 120 Colorado Springs, CO 80907
2023-07-26 insert address 271 Trace Colony Park Drive Suite B Ridgeland, MS 39157
2023-07-26 insert email dd..@summitwealthgroup.com
2023-07-26 insert email jc..@summitwealthgroup.com
2023-07-26 insert email jg..@summitwealthgroup.com
2023-07-26 insert email lj..@summitwealthgroup.com
2023-07-26 insert email sb..@summitwealthgroup.com
2023-07-26 insert email ts..@summitwealthgroup.com
2023-07-26 insert email tt..@summitwealthgroup.com
2023-07-26 insert fax 719-623-3554
2023-07-26 insert fax 719-633-4437
2023-07-26 insert person Jodi Conley
2023-07-26 insert person Jon Goff
2023-07-26 insert person Samrawit Belew
2023-07-26 insert person Tina Silva
2023-07-26 insert person Tracy Thornlow
2023-07-26 insert phone 719-623-3550
2023-07-26 insert source_ip 104.17.167.172
2023-07-26 insert source_ip 104.17.168.172
2023-07-26 insert source_ip 104.17.169.172
2023-07-26 insert source_ip 104.17.170.172
2023-07-26 insert source_ip 104.17.171.172
2023-07-26 update person_title Amy Carson: Registered Financial Associate => Registered Financial Assistant
2023-07-26 update person_title Angie Lee: Registered Financial Associate => Registered Financial Assistant
2023-07-26 update person_title Holly Wilson: Director of First Impressions => Team Support Administrator
2023-07-26 update person_title Jamar Anderson: Registered Financial Associate => Registered Financial Assistant
2023-07-26 update person_title Jodi McNeese: Team Support Administrator => Financial Assistant
2023-07-26 update person_title Lacey Morrison: Registered Financial Associate => Financial Advisor
2023-07-26 update person_title Stefan Hackethal: Financial Planning Assistant => Planning Assistant
2023-04-07 delete email ot..@summitwealthgroup.com
2023-04-07 delete management_pages_linkeddomain gazette.com
2023-04-07 delete management_pages_linkeddomain shookresearch.com
2023-04-07 delete person Olivia Thaggard
2023-04-07 insert address 817 9th Street Rapid City, SD 57701
2023-04-07 insert contact_pages_linkeddomain gazette.com
2023-04-07 insert email ab..@summitwealthgroup.com
2023-04-07 insert email kw..@summitwealthgroup.com
2023-04-07 insert email lh..@summitwealthgroup.com
2023-04-07 insert email sm..@summitwealthgroup.com
2023-04-07 insert email sw..@summitwealthgroup.com
2023-04-07 insert fax (605) 348-0087
2023-04-07 insert index_pages_linkeddomain forbes.com
2023-04-07 insert management_pages_linkeddomain forbes.com
2023-04-07 insert person Alisha Butterfield
2023-04-07 insert person Emeline Carson
2023-04-07 insert person Kurt Whitesell
2023-04-07 insert person LeAnne Heikes
2023-04-07 insert person Sandy Moseley
2023-04-07 insert person Suzie Whitesell
2023-04-07 insert phone (605) 348-1152
2023-04-07 update person_description Dakota Day => Dakota Day
2023-04-07 update person_description Marilyn Eisenhauer => Marilyn Eisenhauer
2023-04-07 update person_description Starr Paulson => Starr Paulson
2023-04-07 update person_title Amy Carson: Registered Financial Assistant => Registered Financial Associate
2023-04-07 update person_title Angie Lee: Registered Financial Assistant => Registered Financial Associate
2023-04-07 update person_title Dakota Day: Registered Financial Assistant => null
2023-04-07 update person_title Darby Christenson: Registered Financial Assistant => null
2023-04-07 update person_title Dave Adams: Senior Wealth Advisor => Advisor Development
2023-04-07 update person_title Jamar Anderson: Registered Financial Assistant => Registered Financial Associate
2023-04-07 update person_title Jessica Magnuson: Director of First Impressions => Marketing Assistant
2023-04-07 update person_title Jodi McNeese: Team Support Administrative Assistant => Team Support Administrator
2023-04-07 update person_title Lacey Morrison: Registered Financial Assistant => Registered Financial Associate
2023-04-07 update person_title Nathan M. Archuleta: Senior Advisor; CFP®, AIF® Senior Advisor; Wealth Accumulation Specialist; CERTIFIED FINANCIAL PLANNER => Senior Advisor; CFP®, AIF® Senior Financial Advisor; Wealth Accumulation Specialist; CERTIFIED FINANCIAL PLANNER
2023-04-07 update person_title Pamela Frie: Team Support Administrative Assistant => Team Support Administrator
2023-04-07 update person_title Shayla Johnson: Executive Assistant => Activities and Events Planner
2023-04-07 update person_title Starr Paulson: Registered Financial Assistant => Financial Advisor
2023-04-07 update person_title Stephanie Brinkman: Marketing Administrator => Marketing Account Manager
2023-04-07 update person_title Susan Mignella: Team Support Administrative Assistant => Team Support Administrator
2023-04-07 update person_title Valorie Havercamp: Planning Assistant => Senior Planning Assistant