| Date | Description |
|---|
| 2024-03-22 |
delete ceo David Taussig |
| 2024-03-22 |
delete coo Kelly Wright |
| 2024-03-22 |
delete president David Taussig |
| 2024-03-22 |
delete vp Shayne Morgan |
| 2024-03-22 |
delete vp Will Saba |
| 2024-03-22 |
insert ceo Kelly Wright |
| 2024-03-22 |
insert chairman David Taussig |
| 2024-03-22 |
insert managingdirector David Taussig |
| 2024-03-22 |
insert svp Shayne Morgan |
| 2024-03-22 |
insert svp Will Saba |
| 2024-03-22 |
insert vp Denise Pang |
| 2024-03-22 |
insert person Nadia Ghadimy |
| 2024-03-22 |
insert person Nadiya Sze |
| 2024-03-22 |
update person_title Colleen Liao: Business Development Manager => Senior Business Development Manager |
| 2024-03-22 |
update person_title David Taussig: CEO; President => Chairman; Managing Director |
| 2024-03-22 |
update person_title Denise Pang: Senior Manager => Vice President |
| 2024-03-22 |
update person_title Jian Wu: Manager => Senior Manager |
| 2024-03-22 |
update person_title Kelly Wright: Chief Operating Officer => Chief Executive Officer |
| 2024-03-22 |
update person_title Shayne Morgan: Vice President => Senior Vice President |
| 2024-03-22 |
update person_title Will Saba: Vice President => Senior Vice President |
| 2023-09-06 |
delete address 18201 Von Karmen Avenue, Suite 220
Irvine, CA 92612 |
| 2023-08-04 |
delete person Benjamin Strozier |
| 2023-08-04 |
delete person Jackie Contreras |
| 2023-08-04 |
delete person Katie Nguyen |
| 2023-08-04 |
insert person Adrian Alvarez |
| 2023-08-04 |
insert person Claudia De Dios |
| 2023-08-04 |
insert person Courtney Tseng |
| 2023-08-04 |
insert person Daniel Avakian |
| 2023-08-04 |
insert person Ella Quintos |
| 2023-08-04 |
insert person Graeme Fraser |
| 2023-08-04 |
insert person Jian Wu |
| 2023-08-04 |
insert person Khadija Sherzad |
| 2023-08-04 |
insert person Leo Sonner |
| 2023-08-04 |
insert person Mari Montes |
| 2023-08-04 |
insert person Mickaela Ramos |
| 2023-08-04 |
insert person Spencer Chabot |
| 2023-08-04 |
insert person Trillion Drummond |
| 2023-08-04 |
update person_title Colleen Liao: Business Development Coordinator => Business Development Manager |
| 2023-08-04 |
update person_title Denise Pang: Manager => Senior Manager |
| 2023-08-04 |
update person_title Devi Madhavan: Senior Associate III => Senior Associate |
| 2023-08-04 |
update person_title Henry Choi: Associate II => Senior Associate |
| 2023-08-04 |
update person_title Jonathan Saba: Associate II => Senior Associate |
| 2023-08-04 |
update person_title Kyle Martinez: Senior Associate => Manager |
| 2023-08-04 |
update person_title Richard Ruiz: Senior Associate => Manager |
| 2023-08-04 |
update person_title Rissa Hizon: Client Support Specialist => Client Service Manager |
| 2023-08-04 |
update person_title Serge Nasri: Associate II => Senior Associate |
| 2023-07-02 |
insert address 18201 Von Karmen Avenue, Suite 220
Irvine, CA 92612 |
| 2023-04-15 |
insert vp Leni Zarate |
| 2023-04-15 |
delete person Francisco Rojas |
| 2023-04-15 |
delete phone 936.714.2014 |
| 2023-04-15 |
insert person Leni Zarate |
| 2023-04-15 |
update person_description Kelly Wright => Kelly Wright |
| 2023-04-15 |
update person_title Kelly Wright: Chief Operations Officer; COO => Chief Operating Officer |
| 2023-02-11 |
delete support_emails su..@taussig.com |
| 2023-02-11 |
delete svp Donna Segura |
| 2023-02-11 |
insert support_emails cl..@financedta.com |
| 2023-02-11 |
delete email su..@taussig.com |
| 2023-02-11 |
delete person Donna Segura |
| 2023-02-11 |
delete person Linda Bowker |
| 2023-02-11 |
delete person Sonny De La Cruz |
| 2023-02-11 |
delete person Valerie Merklin |
| 2023-02-11 |
insert email cl..@financedta.com |
| 2022-10-11 |
delete address 5000 Birch Street, Suite 3000
Newport Beach, CA 92660 |
| 2022-10-11 |
delete person Colleen Humfreville |
| 2022-10-11 |
insert address 100 Bayview Circle, Suite 100
Newport Beach, CA 92660 |
| 2022-10-11 |
insert person Colleen Liao |
| 2022-10-11 |
update primary_contact 5000 Birch Street, Suite 3000
Newport Beach, CA 92660 => 100 Bayview Circle, Suite 100
Newport Beach, CA 92660 |
| 2022-04-09 |
delete person Chris Hnatiuk |
| 2022-03-09 |
delete managingdirector Nathan "Nate" Perez |
| 2022-03-09 |
delete person Nathan "Nate" Perez |
| 2021-12-09 |
delete person Javier Ortiz |
| 2021-09-13 |
delete person Amber Lukaesko |
| 2021-07-12 |
delete person Leslye Sirena |
| 2021-01-20 |
delete person Rachel Moore |
| 2021-01-20 |
delete person Wenjie Fu |
| 2020-10-01 |
delete address 5000 Birch Street, Suite 6000
Newport Beach, CA 92660 |
| 2020-10-01 |
insert address 5000 Birch Street, Suite 3000
Newport Beach, CA 92660 |
| 2020-10-01 |
update person_description Nathan "Nate" Perez => Nathan "Nate" Perez |
| 2020-10-01 |
update person_title Amber Lukaesko: Associate => Data Analyst / Jr Developer ( Python ) |
| 2020-10-01 |
update person_title Benjamin Strozier: Senior Associate => Manager |
| 2020-10-01 |
update person_title Darlene Padua: Associate => Associate II |
| 2020-10-01 |
update person_title Devi Madhavan: Associate II => Senior Associate III |
| 2020-10-01 |
update person_title Henry Choi: Associate => Associate II |
| 2020-10-01 |
update person_title Jonathan Saba: Associate => Associate II |
| 2020-10-01 |
update person_title Kyle Martinez: Associate => Senior Associate |
| 2020-10-01 |
update person_title Mark Alvarado: Senior Associate => Manager |
| 2020-10-01 |
update person_title Rachel Moore: Associate II => Senior Associate III |
| 2020-10-01 |
update person_title Serge Nasri: Associate => Associate II |
| 2020-10-01 |
update person_title Sharline Kim: Associate II => Senior Associate III |
| 2020-10-01 |
update person_title Sonny De La Cruz: Associate => Associate III |
| 2020-10-01 |
update primary_contact 5000 Birch Street, Suite 6000
Newport Beach, CA 92660 => 5000 Birch Street, Suite 3000
Newport Beach, CA 92660 |
| 2020-07-24 |
delete svp Kuda Wekwete |
| 2020-07-24 |
delete vp Donna Segura |
| 2020-07-24 |
delete vp Jerry Wen |
| 2020-07-24 |
insert managingdirector Kuda Wekwete |
| 2020-07-24 |
insert svp Donna Segura |
| 2020-07-24 |
insert svp Jerry Wen |
| 2020-07-24 |
update person_title Donna Segura: Vice President => Senior Vice President |
| 2020-07-24 |
update person_title Jerry Wen: Vice President => Senior Vice President |
| 2020-07-24 |
update person_title Kuda Wekwete: Senior Vice President => Managing Director |
| 2020-05-20 |
delete person Amanda Waters |
| 2020-05-20 |
delete person William Deo |
| 2020-04-20 |
insert address 3390 University Ave Suite 200
Riverside, CA 92501 |
| 2020-01-13 |
insert person William Deo |
| 2020-01-13 |
insert person Yvette Bustillos |
| 2020-01-13 |
update person_title Jackie Contreras: Client Services Representative => Client Support Representative |
| 2019-12-12 |
delete person Corey Clippinger |
| 2019-12-12 |
delete person Patrick Boykin |
| 2019-12-12 |
insert person Jackie Contreras |
| 2019-12-12 |
update person_title Leslye Sirena: Associate II => Associate III |
| 2019-10-12 |
insert person Francisco Rojas |
| 2019-10-12 |
insert person Valerie Merklin |
| 2019-09-12 |
delete person Johnny Gonzalez |
| 2019-09-12 |
delete person Justin White |
| 2019-09-12 |
delete phone 972.521.3587 |
| 2019-09-12 |
insert address 3390 University Ave Suite 450
Riverside, CA 92501 |
| 2019-09-12 |
insert phone 936.714.2014 |
| 2019-08-13 |
update person_title Diego De Leon: Senior Associate => Manager |
| 2019-07-13 |
delete person Emmi Melkonyan |
| 2019-07-13 |
delete person Nina Sandoval |
| 2019-07-13 |
insert address 2202 N. West Shore Blvd., Suite 200
Tampa, FL, 33607 |
| 2019-07-13 |
insert person Jonathan Saba |
| 2019-07-13 |
update person_title Sonny De La Cruz: Senior Associate => Associate |
| 2019-06-13 |
delete person Aksel Dregelid |
| 2019-06-13 |
delete person Amanda Dang |
| 2019-06-13 |
delete person Breanna Lukaesko |
| 2019-05-12 |
delete address 100 W. San Fernando Street, Suite 430
San Jose, CA, 95113 |
| 2019-05-12 |
delete person Augdosha Ajawara |
| 2019-05-12 |
delete person Jonny Gonzalez |
| 2019-05-12 |
delete person Victor Hurtado |
| 2019-05-12 |
insert address 99 Almaden Blvd, Suite 875
San Jose, CA 95113 |
| 2019-05-12 |
insert person Johnny Gonzalez |
| 2019-05-12 |
update person_description Amanda Waters => Amanda Waters |
| 2019-05-12 |
update person_description Chris Hnatiuk => Chris Hnatiuk |
| 2019-05-12 |
update person_description Kuda Wekwete => Kuda Wekwete |
| 2019-05-12 |
update person_description Richard Ruiz => Richard Ruiz |
| 2019-05-12 |
update person_description Wenjie Fu => Wenjie Fu |
| 2019-05-12 |
update person_description Will Saba => Will Saba |
| 2019-04-10 |
delete source_ip 70.182.198.103 |
| 2019-04-10 |
insert source_ip 35.184.88.231 |