EQUITY CONCEPTS - History of Changes


DateDescription
2023-03-01 delete otherexecutives Wendy Hicks
2023-03-01 delete person Alison Brown
2023-03-01 delete person Chance Diffee
2023-03-01 delete person Heather Shaw
2023-03-01 insert person Anya Campbell
2023-03-01 insert person Danielle Marino
2023-03-01 insert person Elliott Williams
2023-03-01 insert person Holly Hues
2023-03-01 insert person Kathy Mintz
2023-03-01 insert person Noah Hues
2023-03-01 insert person Trisha Talerico
2023-03-01 update person_title Barbara Romine: Relationship Associate => Client Services Associate
2023-03-01 update person_title Becky Stevens: Financial Advisor With Seltzer Financial Strategies; Financial Advisor => Wealth Manager With Seltzer Financial Strategies
2023-03-01 update person_title Wendy Hicks: Director of Client Services => Account Manager
2022-07-29 insert general_emails in..@seltzerfinancial.com
2022-07-29 delete contact_pages_linkeddomain sipc.org
2022-07-29 delete email as..@seltzerfinancial.com
2022-07-29 delete index_pages_linkeddomain sipc.org
2022-07-29 delete management_pages_linkeddomain sipc.org
2022-07-29 delete person Rob Black
2022-07-29 delete service_pages_linkeddomain sipc.org
2022-07-29 delete source_ip 52.5.226.245
2022-07-29 insert email in..@seltzerfinancial.com
2022-07-29 insert person Becky Stevens
2022-07-29 insert source_ip 151.101.2.159
2022-07-29 update website_status FlippedRobots => OK
2022-05-14 update website_status OK => FlippedRobots
2022-04-13 delete person Chance Diffee
2022-04-13 delete person David Halpern
2022-04-13 insert management_pages_linkeddomain instagram.com
2022-04-13 insert management_pages_linkeddomain youtube.com
2022-04-13 insert person Kathy Mintz
2022-03-13 delete general_emails in..@seltzerfinancial.com
2022-03-13 insert personal_emails al..@equity-concepts.com
2022-03-13 insert personal_emails ke..@equity-concepts.com
2022-03-13 delete email in..@seltzerfinancial.com
2022-03-13 insert email al..@equity-concepts.com
2022-03-13 insert email as..@seltzerfinancial.com
2022-03-13 insert email ke..@equity-concepts.com
2021-08-30 update person_title Alex Thompson: Associate => Wealth Manager
2021-06-25 delete personal_emails ha..@equity-concepts.com
2021-06-25 delete email ha..@equity-concepts.com
2021-06-25 insert email ha..@equity-concepts.com
2021-05-22 delete person Chase Peak
2021-05-22 insert person Barbara Romine
2021-04-06 delete person John Robinson
2021-04-06 insert phone 804-285-0988
2021-04-06 insert phone 814-949-1997
2021-04-06 update person_description Haider Sharifi => Haider Sharifi
2021-01-27 delete person Bill Medlin
2021-01-27 insert person Sarah Kyle
2020-10-01 delete person Anita K. Ickes
2020-06-23 insert person Alex Thompson
2020-06-23 insert person Chance Diffee
2020-06-23 insert person Philip Beethoven-Wilson
2020-05-24 delete person Brooke Lillie
2020-05-24 delete person Terry Shifflett
2020-05-24 insert person Heather Shaw
2020-03-24 insert person Brooke Lillie
2020-03-24 update person_title Chase Peak: in 2015 As a Relationship Manager; Wealth Manager; Leader => in 2015 As a Relationship Manager; Relationship & Wealth Manager; Leader
2019-12-21 insert contact_pages_linkeddomain sipc.org
2019-12-21 insert index_pages_linkeddomain sipc.org
2019-12-21 insert management_pages_linkeddomain sipc.org
2019-12-21 insert service_pages_linkeddomain sipc.org
2019-10-21 insert personal_emails ha..@equity-concepts.com
2019-10-21 insert email ha..@equity-concepts.com
2019-10-21 update person_title Chase Peak: Relationship Manager; in 2015 As a Relationship Manager; Leader => in 2015 As a Relationship Manager; Wealth Manager; Leader
2019-09-21 delete source_ip 52.54.179.64
2019-09-21 insert source_ip 52.5.226.245
2019-06-22 update person_description Kenny Elkins => Kenny Elkins
2019-06-22 update person_title Kenny Elkins: President; Wealth Manager; in 2001 As a Wealth Manager => President; in 2001 As a Wealth Manager
2019-05-18 delete person John Hopper
2019-05-18 update person_description David Neumann => David Neumann
2019-05-18 update person_title David Neumann: Wealth Manager => Wealth Manager; Partner
2019-05-18 update person_title Jim Ellis: Wealth Manager => Wealth Manager; Partner