CAPITAL STRATEGIES - History of Changes


DateDescription
2024-04-19 delete email je..@csomtx.com
2024-04-19 delete person Jeffrey McCracken
2024-04-19 update person_title Robert Cornett: Investment Advisor; Representative => Investment Advisor Representative / Hattiesburg
2024-03-17 delete email ce..@csomtx.com
2024-03-17 delete email ga..@csomtx.com
2024-03-17 delete email nv..@csomtx.com
2024-03-17 delete email po..@financialguide.com
2024-03-17 delete email yt..@financialguide.com
2024-03-17 delete person Cece Smith
2024-03-17 delete person Gabriel Kennedy
2024-03-17 delete person Jacob Waechter
2024-03-17 delete person Nathaniel Villarreal
2024-03-17 delete person Porsché Love
2024-03-17 delete person Young Tran
2024-03-17 insert person Matthias Benitez
2023-09-30 insert person Dale Leidinger
2023-09-30 insert person Jacob Waechter
2023-08-28 delete email fs..@csomtx.com
2023-08-28 delete email mm..@csomtx.com
2023-08-28 delete person Benjamin Walton
2023-08-28 delete person Frederick Steubing
2023-08-28 delete person Lucas Vasquez
2023-08-28 delete person Mallory Meyer
2023-08-28 delete person Scott Woolley
2023-08-28 delete person Sherry Reding
2023-08-28 delete person Todd L. Wilson
2023-08-28 insert person Ai Cai
2023-08-28 insert person Jens Busch Jr.
2023-08-28 insert person Peter Berardino
2023-08-28 insert person Tracy Brown
2023-07-26 delete person Jeff McCrary
2023-07-26 delete person Jonathan Soto
2023-07-26 insert person Benjamin Walton
2023-07-26 insert person Lucas Vasquez
2023-07-26 insert person Scott Woolley
2023-07-26 insert person Sherry Reding
2023-07-26 insert person Todd L. Wilson
2023-06-25 delete email av..@financialguide.com
2023-06-25 insert about_pages_linkeddomain iafffc-wmi.com
2023-06-25 insert contact_pages_linkeddomain iafffc-wmi.com
2023-06-25 insert email an..@financialguide.com
2023-06-25 insert email bs..@csomtx.com
2023-06-25 insert email nv..@csomtx.com
2023-06-25 insert email po..@financialguide.com
2023-06-25 insert index_pages_linkeddomain iafffc-wmi.com
2023-06-25 insert management_pages_linkeddomain iafffc-wmi.com
2023-06-25 insert person Braxton J. Stofferahn
2023-06-25 insert person Jeff McCrary
2023-06-25 insert person Jonathan Soto
2023-06-25 insert person Nathaniel Villarreal
2023-06-25 insert person Porsché Love
2023-06-25 update person_title Carmen Corona: Resource Director => Resource Director; Financial Advisor
2023-06-25 update person_title Lisa Ann Davila: Compliance Officer; Assistant Agency Supervisory Officer => Compliance Officer
2023-06-25 update person_title Stephen San Roman: Senior VP, Senior VP - San Antonio; Senior VP => Senior VP
2023-06-25 update person_title Travis Cloud: Advanced Market Consultant => Financial Planning Director
2023-05-24 insert otherexecutives Lisa Ann Davila
2023-05-24 delete email cl..@financialguide.com
2023-05-24 delete person Claud Jacobs
2023-05-24 insert about_pages_linkeddomain wordpress.org
2023-05-24 insert contact_pages_linkeddomain wordpress.org
2023-05-24 insert index_pages_linkeddomain wordpress.org
2023-05-24 insert management_pages_linkeddomain wordpress.org
2023-05-24 update person_title Lisa Ann Davila: Assistant Agency Supervisory Officer => Compliance Officer; Assistant Agency Supervisory Officer
2023-05-24 update person_title Lori Vasbinder: Site Coordinator => New Business Coordinator
2023-03-07 delete email cs..@csomtx.com
2023-03-07 delete email ja..@financialguide.com
2023-03-07 delete email km..@financialguide.com
2023-03-07 delete email mi..@financialguide.com
2023-03-07 delete email mp..@financialguide.com
2023-03-07 delete email st..@financialguide.com
2023-03-07 delete person Christian Sifuentes
2023-03-07 delete person Javier Perez
2023-03-07 delete person Kyle Motal
2023-03-07 delete person Michael Aguirre
2023-03-07 delete person Michael Plummer
2023-03-07 insert email st..@csomtx.com
2023-03-07 update person_title Joe Skarda: Registered Representative => Director, Education & Training - San Antonio; Registered Representative
2023-03-07 update person_title Scott Talbott: Investment Specialist => Investment Specialist; Financial Planner, Agency Investment Specialist
2023-03-07 update person_title Stephen San Roman: Senior VP => Senior VP, Senior VP - San Antonio; Senior VP
2023-02-03 insert person Michael Bayer
2023-02-03 insert person Travis Cloud
2023-01-02 delete email km..@csomtx.com
2023-01-02 delete person Keith Mulkey
2023-01-02 insert email av..@financialguide.com
2023-01-02 insert person Anthony Vasquez
2023-01-02 update person_title Dulce Ramirez: Agency Assistant => Marketing Coordinator
2022-12-01 insert about_pages_linkeddomain sipc.org
2022-12-01 insert contact_pages_linkeddomain sipc.org
2022-12-01 insert index_pages_linkeddomain sipc.org
2022-12-01 insert management_pages_linkeddomain sipc.org
2022-12-01 update person_title Robert Cornett: Registered Representative => Investment Advisor; Representative
2022-10-30 delete email cg..@financialguide.com
2022-10-30 delete person Casey Fox
2022-10-30 delete person Casey Gaines
2022-07-28 delete source_ip 104.16.65.197
2022-07-28 delete source_ip 104.16.66.197
2022-07-28 delete source_ip 104.16.67.197
2022-07-28 delete source_ip 104.16.68.197
2022-07-28 delete source_ip 104.16.69.197
2022-07-28 insert source_ip 35.231.87.104
2022-06-26 delete phone (210) 342-4141
2022-06-26 insert phone (210) 384-5381
2022-06-26 update website_status DomainNotFound => OK
2022-05-25 update website_status OK => DomainNotFound
2022-03-23 delete address 2915 W. Bitters Road Suite 312 San Antonio, TX 78248
2022-03-23 delete email cs..@csomtx.com
2022-03-23 delete email kc..@csomtx.com
2022-03-23 delete fax (210) 342-2730
2022-03-23 delete person Cynthia Stringham
2022-03-23 delete person Kate Campbell
2022-03-23 delete phone (210) 340-0186
2022-03-23 insert email st..@financialguide.com
2022-03-23 insert person Scott Talbott
2021-12-21 delete svp Todd Wilson
2021-12-21 insert evp Scott Werner
2021-12-21 delete address 4801 N. Midland Drive Suite F Midland, TX 79707
2021-12-21 delete address 5959 S. Staples Street Suite 200 Corpus Christi, TX 78413
2021-12-21 delete email ah..@csomtx.com
2021-12-21 delete email to..@massmutualbrokerage.com
2021-12-21 delete fax (432) 570-0079
2021-12-21 delete fax (512) 346-5157
2021-12-21 delete management_pages_linkeddomain massmutualbrokerage.com
2021-12-21 delete person Todd Wilson
2021-12-21 delete phone (361) 299-5560
2021-12-21 delete phone (432) 570-0081
2021-12-21 delete phone (512) 637-6290
2021-12-21 insert about_pages_linkeddomain investor360.com
2021-12-21 insert career_pages_linkeddomain investor360.com
2021-12-21 insert contact_pages_linkeddomain investor360.com
2021-12-21 insert email bu..@financialguide.com
2021-12-21 insert email cc..@csomtx.com
2021-12-21 insert email ce..@financialguide.com
2021-12-21 insert email cr..@financialguide.com
2021-12-21 insert email cs..@csomtx.com
2021-12-21 insert email cw..@csomtx.com
2021-12-21 insert email js..@financialguide.com
2021-12-21 insert email kc..@csomtx.com
2021-12-21 insert email la..@csomtx.com
2021-12-21 insert email mi..@csomtx.com
2021-12-21 insert email pg..@csomtx.com
2021-12-21 insert email sh..@csomtx.com
2021-12-21 insert index_pages_linkeddomain investor360.com
2021-12-21 insert management_pages_linkeddomain investor360.com
2021-12-21 insert person Bruce Upham
2021-12-21 insert person Carmen Corona
2021-12-21 insert person Carol Woellhof
2021-12-21 insert person Cecilia Smith
2021-12-21 insert person Craig Cross
2021-12-21 insert person Cynthia Stringham
2021-12-21 insert person Kate Campbell
2021-12-21 insert person Lisa Davila
2021-12-21 insert person Michael Nelson
2021-12-21 insert person Pamela Green
2021-12-21 insert person Shelly Chavez
2021-12-21 insert service_pages_linkeddomain investor360.com
2021-12-21 update person_description Michael Priede => Michael Priede
2021-12-21 update person_description Scott Werner => Scott Werner
2021-12-21 update person_title Scott Werner: Broker; Member of the Executive Management Team => Executive Vice President
2021-09-07 delete president Michael Priede
2021-09-07 insert president Darren Scrimpshire
2021-09-07 delete email rp..@financialguide.com
2021-09-07 delete email tc..@csomtx.com
2021-09-07 delete person Richard Otis
2021-09-07 delete person Tucker Clark
2021-09-07 insert address 10101 Reunion Place Suite 300 San Antonio, TX 78216
2021-09-07 insert email js..@financialguide.com
2021-09-07 insert person Darren Scrimpshire
2021-09-07 insert person P. Jordan Smith
2021-09-07 insert phone (210) 342-4141
2021-09-07 update person_title Michael Priede: CEO; President; Member of the Executive Management Team => Member of the Executive Management Team; Chief Executive Officer
2021-01-27 delete email sl..@csomtx.com
2021-01-27 delete person Sarah Lewis
2020-09-26 insert email ah..@csomtx.com
2020-09-26 insert person Anita Hawks
2020-07-18 delete svp Jason Odette
2020-07-18 delete email jo..@csomtx.com
2020-07-18 delete email sp..@csomtx.com
2020-07-18 delete person Jason Odette
2020-07-18 delete person Sarah Poirier
2020-07-18 insert email sl..@csomtx.com
2020-07-18 insert person Sarah Lewis
2020-04-18 insert svp Reynaldo Stoddart
2020-04-18 insert svp Stephen San Roman
2020-04-18 insert email ah..@financialguide.com
2020-04-18 insert email rs..@financialguide.com
2020-04-18 insert person Ale Herrera
2020-04-18 insert person Reynaldo Stoddart
2020-04-18 update person_title Stephen San Roman: Broker; Financial Services Representative => Broker; SVP
2020-02-17 insert email ss..@financialguide.com
2020-02-17 insert person Stephen San Roman
2020-01-14 delete email ja..@financialguide.com
2020-01-14 delete email jd..@csomtx.com
2020-01-14 delete person Jaime Chavez
2020-01-14 delete person Jennifer Draper
2020-01-14 delete person Todd Holt
2020-01-14 insert about_pages_linkeddomain caprivacy.org
2020-01-14 insert career_pages_linkeddomain caprivacy.org
2020-01-14 insert contact_pages_linkeddomain caprivacy.org
2020-01-14 insert email tc..@financialguide.com
2020-01-14 insert index_pages_linkeddomain caprivacy.org
2020-01-14 insert management_pages_linkeddomain caprivacy.org
2020-01-14 insert person Tucker Clark
2020-01-14 insert service_pages_linkeddomain caprivacy.org
2019-08-14 insert email sw..@csomtx.com