| Date | Description |
|---|
| 2023-01-24 |
delete source_ip 35.194.29.129 |
| 2023-01-24 |
insert about_pages_linkeddomain t.co |
| 2023-01-24 |
insert source_ip 141.193.213.11 |
| 2023-01-24 |
insert source_ip 141.193.213.10 |
| 2022-12-23 |
insert person Scott Berryman |
| 2022-12-23 |
update person_title Patrick Sittner: Portfolio Strategist => Director, Portfolio Strategy |
| 2022-11-21 |
insert chiefstrategyofficer Burt White |
| 2022-11-21 |
delete person Greg DeGennaro |
| 2022-11-21 |
delete person Ryan Yamada |
| 2022-11-21 |
delete person Scott Budd |
| 2022-11-21 |
insert person Burt White |
| 2022-11-21 |
insert person Ryan Detrick |
| 2022-11-21 |
update person_title Michael Gruidel: Paraplanner => Wealth Planner |
| 2022-10-20 |
delete about_pages_linkeddomain carsongroup.com |
| 2022-10-20 |
delete index_pages_linkeddomain carsongroup.com |
| 2022-10-20 |
delete management_pages_linkeddomain carsongroup.com |
| 2022-10-20 |
delete person Josh Russell |
| 2022-09-19 |
delete coo Shane Weaver |
| 2022-09-19 |
delete person Ben Heeren |
| 2022-09-19 |
delete person Scott Kubie |
| 2022-09-19 |
delete person Shane Weaver |
| 2022-09-19 |
delete person Traci Webb |
| 2022-09-19 |
delete person Trey Liebau |
| 2022-09-19 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Director, Investment Platform / Research Department; Director, Investment Platform |
| 2022-07-18 |
insert president Tom Fridrich |
| 2022-07-18 |
insert person Scott Budd |
| 2022-07-18 |
insert person Tom Fridrich |
| 2022-07-18 |
update person_description Micoli Bates => Micoli Bates |
| 2022-04-15 |
delete management_pages_linkeddomain etf.com |
| 2022-04-15 |
delete person Alyssa Zuck |
| 2022-04-15 |
delete person Shawn Powell |
| 2022-04-15 |
delete person Vishnu Lekraj |
| 2022-04-15 |
update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department |
| 2021-09-22 |
insert coo Shane Weaver |
| 2021-09-22 |
delete person Krista Thompson |
| 2021-09-22 |
insert address 330 E. 3rd Ave
Hutchinson, KS 67501 |
| 2021-09-22 |
insert address 3636 North Ridge Road
Suite 200
Wichita, KS 67205 |
| 2021-09-22 |
insert person Shane Weaver |
| 2021-09-22 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst |
| 2021-08-22 |
insert management_pages_linkeddomain carsonmx.com |
| 2021-08-22 |
insert partner_pages_linkeddomain carsonmx.com |
| 2021-08-22 |
insert person Matt Lewis |
| 2021-08-22 |
insert person Patrick Carter |
| 2021-08-22 |
update person_description Meet Sarah => Meet Sarah |
| 2021-07-20 |
delete managingdirector Carson Coaching |
| 2021-07-20 |
delete person Carson Coaching |
| 2021-07-20 |
delete phone (888) 321-0808 |
| 2021-07-20 |
insert person Beth Schanou |
| 2021-07-20 |
insert person Jake Bleicher |
| 2021-07-20 |
insert person Meet Patrick |
| 2021-07-20 |
insert person Meet Ryan |
| 2021-07-20 |
insert person Meet Sarah |
| 2021-07-20 |
insert person Traci Webb |
| 2021-07-20 |
update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist |
| 2021-07-20 |
update person_title Vishnu Lekraj: Portfolio Manager for Carson Group; Portfolio Manager => Co - Portfolio Manager; Portfolio Manager for Carson Group |
| 2021-06-19 |
delete address 3636 North Ridge Road Suite 200
Wichita, KS 67205 |
| 2021-06-19 |
delete email bd..@drivenws.com |
| 2021-06-19 |
delete email bh..@drivenws.com |
| 2021-06-19 |
delete email bw..@drivenws.com |
| 2021-06-19 |
delete email cm..@drivenws.com |
| 2021-06-19 |
delete email cp..@drivenws.com |
| 2021-06-19 |
delete email kb..@drivenws.com |
| 2021-06-19 |
delete email ke..@gmail.com |
| 2021-06-19 |
delete email kg..@drivenws.com |
| 2021-06-19 |
delete email mb..@drivenws.com |
| 2021-06-19 |
delete email mc..@drivenws.com |
| 2021-06-19 |
delete management_pages_linkeddomain carsonmx.com |
| 2021-06-19 |
delete person Beth Schanou |
| 2021-06-19 |
delete person Chris Oppliger |
| 2021-06-19 |
delete person Jake Bleicher |
| 2021-06-19 |
delete person Jeff Harris |
| 2021-06-19 |
delete person Patrick Carter |
| 2021-06-19 |
insert address Learn More
Wichita, KS
12001 |
| 2021-06-19 |
insert management_pages_linkeddomain heartlandgsrescue.org |
| 2021-06-19 |
insert person Dustin Ford |
| 2021-06-19 |
insert person Forbes Best-in-State |
| 2021-06-19 |
insert phone (620) 860-8186 |
| 2021-06-19 |
insert phone (888) 321-0808 |
| 2021-06-19 |
update person_description Alyssa Zuck => Alyssa Zuck |
| 2021-06-19 |
update person_title Vishnu Lekraj: Co - Portfolio Manager => Portfolio Manager for Carson Group; Portfolio Manager |
| 2021-05-19 |
insert person Greg DeGennaro |
| 2021-04-04 |
insert coo Micoli Bates |
| 2021-04-04 |
delete address 8925 West Maple Street Suite 1 Wichita, KS 67209 |
| 2021-04-04 |
insert person Josh Russell |
| 2021-04-04 |
insert person Mike Lawrence |
| 2021-04-04 |
update person_title Ben Heeren: Wealth Advisor => Portfolio Strategist; Wealth Advisor; Representative of Cetera Advisor Networks LLC |
| 2021-04-04 |
update person_title Byron Watkins: Wealth Advisor => Wealth Advisor; Representative of Cetera Advisor Networks LLC; Insurance Strategist |
| 2021-04-04 |
update person_title Kevin Gruetter: Captain; Wealth Advisor => Captain; Wealth Advisor; Representative of Cetera Advisor Networks LLC; Planning Strategist |
| 2021-04-04 |
update person_title Marta Curry: Wealth Advisor => Relationship Manager; Marketing Coordinator; Wealth Advisor; Representative of Cetera Advisor Networks LLC |
| 2021-04-04 |
update person_title Micoli Bates: Operations Associate => Director of Operations |
| 2021-04-04 |
update person_title Shawn Powell: Wealth Advisor => Relationship Manager; Wealth Advisor |
| 2021-04-04 |
update person_title Vishnu Lekraj: Portfolio Manager => Co - Portfolio Manager |
| 2021-01-25 |
delete otherexecutives Rick Jaster |
| 2021-01-25 |
delete person Alex Blankenburg |
| 2021-01-25 |
delete person Brett Murray |
| 2021-01-25 |
delete person Nick Joyner |
| 2021-01-25 |
delete person Rick Jaster |
| 2021-01-25 |
insert address 3636 North Ridge Road Suite 200
Wichita, KS 67205 |
| 2021-01-25 |
insert person Trey Liebau |
| 2021-01-25 |
insert person Vishnu Lekraj |
| 2021-01-25 |
update person_title Patrick Sittner: Portfolio Strategist; Portfolio Strategist / Research Department => Portfolio Strategist |
| 2020-09-26 |
update person_title Brett Murray: Wealth Planning Administrator => Paraplanner; Member of the Advanced Solutions Team |
| 2020-09-26 |
update person_title Micoli Bates: Wealth Advisor => Operations Associate |
| 2020-07-17 |
insert about_pages_linkeddomain linkedin.com |
| 2020-07-17 |
insert about_pages_linkeddomain twitter.com |
| 2020-07-17 |
insert career_pages_linkeddomain linkedin.com |
| 2020-07-17 |
insert career_pages_linkeddomain twitter.com |
| 2020-07-17 |
insert contact_pages_linkeddomain linkedin.com |
| 2020-07-17 |
insert contact_pages_linkeddomain twitter.com |
| 2020-07-17 |
insert index_pages_linkeddomain linkedin.com |
| 2020-07-17 |
insert index_pages_linkeddomain twitter.com |
| 2020-07-17 |
insert management_pages_linkeddomain linkedin.com |
| 2020-07-17 |
insert management_pages_linkeddomain twitter.com |
| 2020-07-17 |
insert partner_pages_linkeddomain linkedin.com |
| 2020-07-17 |
insert partner_pages_linkeddomain twitter.com |
| 2020-07-17 |
insert service_pages_linkeddomain linkedin.com |
| 2020-07-17 |
insert service_pages_linkeddomain twitter.com |
| 2020-07-17 |
update person_description Carson Coaching => Carson Coaching |
| 2020-06-17 |
delete person Russ Van Belle |
| 2020-06-17 |
update person_title Alyssa Zuck: Trading Specialist, Registered Rep => Trade Operations Analyst |
| 2020-06-17 |
update person_title Kellie L. Duffy: Senior Trader, Registered Rep => Senior Trade Operations Analyst |
| 2020-05-17 |
insert about_pages_linkeddomain carsonmx.com |
| 2020-05-17 |
insert career_pages_linkeddomain carsonmx.com |
| 2020-05-17 |
insert contact_pages_linkeddomain carsonmx.com |
| 2020-05-17 |
insert management_pages_linkeddomain carsonmx.com |
| 2020-05-17 |
insert partner_pages_linkeddomain carsonmx.com |
| 2020-05-17 |
insert service_pages_linkeddomain carsonmx.com |
| 2020-04-17 |
update person_title Jeff Harris: Mergers & Acquisitions Analyst => Senior Mergers & Acquisitions Analyst |
| 2020-03-18 |
update person_title Patrick Sittner: Portfolio Strategist => Portfolio Strategist; Portfolio Strategist / Research Department |
| 2020-01-16 |
insert person Michael Gruidel |
| 2019-12-16 |
insert person Russ Van Belle |
| 2019-11-15 |
insert person Beth Schanou |
| 2019-11-15 |
insert person Brett Murray |
| 2019-11-15 |
insert person Drew Reisdorff |
| 2019-11-15 |
insert person Kellie L. Duffy |
| 2019-11-15 |
insert person Kevin Zlomke |
| 2019-11-15 |
insert person Krista Thompson |
| 2019-10-16 |
delete index_pages_linkeddomain deloitte.com |
| 2019-09-15 |
delete index_pages_linkeddomain onefpa.org |
| 2019-08-16 |
insert index_pages_linkeddomain deloitte.com |
| 2019-08-16 |
insert person Alex Blankenburg |
| 2019-08-16 |
insert person Jordan Pieper |
| 2019-08-16 |
insert person Kaleigh Sanders |
| 2019-08-16 |
insert person Matthew (Matt) Smith |
| 2019-08-16 |
update person_description Ryan Yamada => Ryan Yamada |
| 2019-08-16 |
update person_title Alyssa Zuck: Trading Specialist => Trading Specialist, Registered Rep |
| 2019-08-16 |
update person_title Jeff Harris: Trading Operations Analyst => Mergers & Acquisitions Analyst |
| 2019-07-16 |
insert index_pages_linkeddomain onefpa.org |
| 2019-07-16 |
insert person Saumen Chattopadhyay |
| 2019-06-16 |
delete address 1861 N Rock Rd Ste 100
Wichita, KS 67206 |
| 2019-06-16 |
delete email bd..@wradvisors.com |
| 2019-06-16 |
delete index_pages_linkeddomain waddell.com |
| 2019-06-16 |
delete phone 800-532-2762 |
| 2019-06-16 |
delete source_ip 104.16.65.197 |
| 2019-06-16 |
delete source_ip 104.16.66.197 |
| 2019-06-16 |
delete source_ip 104.16.67.197 |
| 2019-06-16 |
delete source_ip 104.16.68.197 |
| 2019-06-16 |
delete source_ip 104.16.69.197 |
| 2019-06-16 |
insert address 12001 E. 13th St. N
Wichita, KS 67206 |
| 2019-06-16 |
insert client CWM, LLC |
| 2019-06-16 |
insert client Cetera Advisor Networks LLC |
| 2019-06-16 |
insert email ke..@gmail.com |
| 2019-06-16 |
insert index_pages_linkeddomain amazonaws.com |
| 2019-06-16 |
insert index_pages_linkeddomain carsongroup.com |
| 2019-06-16 |
insert index_pages_linkeddomain carsonwealth.com |
| 2019-06-16 |
insert index_pages_linkeddomain ceteraadvisornetworks.com |
| 2019-06-16 |
insert index_pages_linkeddomain myceterasmartworks.com |
| 2019-06-16 |
insert index_pages_linkeddomain sec.gov |
| 2019-06-16 |
insert person Sarah Duey |
| 2019-06-16 |
insert person Scott Kubie |
| 2019-06-16 |
insert source_ip 35.194.29.129 |
| 2019-04-12 |
insert ceo Chad Phipps |
| 2019-04-12 |
insert ceo Karsten Bond |
| 2019-04-12 |
insert otherexecutives Brent Dome |
| 2019-04-12 |
delete about_pages_linkeddomain linkedin.com |
| 2019-04-12 |
delete contact_pages_linkeddomain linkedin.com |
| 2019-04-12 |
delete index_pages_linkeddomain linkedin.com |
| 2019-04-12 |
delete management_pages_linkeddomain linkedin.com |
| 2019-04-12 |
insert address 1861 N Rock Rd Ste 100
Wichita, KS 67206 |
| 2019-04-12 |
insert email bw..@wradvisors.com |
| 2019-04-12 |
insert email cj..@wradvisors.com |
| 2019-04-12 |
insert email cp..@wradvisors.com |
| 2019-04-12 |
insert email kg..@wradvisors.com |
| 2019-04-12 |
insert email kg..@wradvisors.com |
| 2019-04-12 |
insert email mc..@wradvisors.com |
| 2019-04-12 |
insert email se..@wradvisors.com |
| 2019-04-12 |
insert email sp..@wradvisors.com |
| 2019-04-12 |
insert person Byron Watkins |
| 2019-04-12 |
insert person Chad Phipps |
| 2019-04-12 |
insert person Clark McDonald |
| 2019-04-12 |
insert person Karsten Bond |
| 2019-04-12 |
insert person Kevin Gruetter |
| 2019-04-12 |
insert person Marta Curry |
| 2019-04-12 |
insert person Shawn Powell |
| 2019-04-12 |
insert person Shirley Johnson |
| 2019-04-12 |
insert phone 316-867-1722 |
| 2019-04-12 |
update person_title Brent Dome: Financial Advisor With Waddell & Reed => Director |