| Date | Description |
|---|
| 2023-03-20 |
delete source_ip 35.194.29.129 |
| 2023-03-20 |
insert source_ip 141.193.213.11 |
| 2023-03-20 |
insert source_ip 141.193.213.10 |
| 2023-01-15 |
insert person Scott Berryman |
| 2022-12-15 |
update person_title Patrick Sittner: Portfolio Strategist => Director, Portfolio Strategy |
| 2022-11-13 |
delete coo Shane Weaver |
| 2022-11-13 |
insert chiefstrategyofficer Burt White |
| 2022-11-13 |
delete index_pages_linkeddomain carsongroup.com |
| 2022-11-13 |
delete management_pages_linkeddomain carsongroup.com |
| 2022-11-13 |
delete person Greg DeGennaro |
| 2022-11-13 |
delete person Josh Russell |
| 2022-11-13 |
delete person Ryan Yamada |
| 2022-11-13 |
delete person Scott Budd |
| 2022-11-13 |
delete person Shane Weaver |
| 2022-11-13 |
insert person Burt White |
| 2022-11-13 |
insert person Ryan Detrick |
| 2022-11-13 |
update person_title Michael Gruidel: Paraplanner => Wealth Planner |
| 2022-09-11 |
delete person Scott Kubie |
| 2022-09-11 |
insert person Scott Budd |
| 2022-09-11 |
insert person Tom Fridrich |
| 2022-09-11 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Director, Investment Platform / Research Department; Director, Investment Platform |
| 2022-06-10 |
delete index_pages_linkeddomain carsonmx.com |
| 2022-05-11 |
update person_title Greg Nassar: Relationship Manager => Associate Wealth Advisor; Wealth Advisor |
| 2022-04-10 |
insert coo Hannah Chu |
| 2022-04-10 |
delete person Vishnu Lekraj |
| 2022-04-10 |
insert person Greg Nassar |
| 2022-04-10 |
update person_title Hannah Chu: Executive Assistant => Director of Operations |
| 2022-04-10 |
update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department |
| 2022-03-10 |
delete management_pages_linkeddomain etf.com |
| 2022-03-10 |
delete person Alyssa Zuck |
| 2022-03-10 |
update person_title Vishnu Lekraj: Co - Portfolio Manager; Portfolio Manager for Carson Group => Co - Portfolio Manager; Co - Portfolio Manager / Research Department; Portfolio Manager for Carson Group |
| 2021-12-06 |
insert coo Shane Weaver |
| 2021-12-06 |
delete person Alex Blankenburg |
| 2021-12-06 |
delete person Terry Weis |
| 2021-12-06 |
insert person Forbes Best-in-State |
| 2021-12-06 |
insert person Shane Weaver |
| 2021-12-06 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst |
| 2021-09-07 |
delete person Krista Thompson |
| 2021-09-07 |
update person_description Emily Barrios => Emily Barrios |
| 2021-09-07 |
update person_description Meet Sarah => Meet Sarah |
| 2021-08-07 |
delete managingdirector Carson Coaching |
| 2021-08-07 |
delete person Carson Coaching |
| 2021-08-07 |
delete person Chris Oppliger |
| 2021-08-07 |
insert person Greg DeGennaro |
| 2021-08-07 |
insert person Matt Lewis |
| 2021-08-07 |
insert person Meet Patrick |
| 2021-08-07 |
insert person Meet Sarah |
| 2021-08-07 |
update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist |
| 2021-04-18 |
insert person Josh Russell |
| 2021-04-18 |
insert person Mike Lawrence |
| 2021-02-25 |
delete otherexecutives Rick Jaster |
| 2021-02-25 |
delete person Nick Joyner |
| 2021-02-25 |
delete person Rick Jaster |
| 2021-02-25 |
update person_title Vishnu Lekraj: Portfolio Manager for Carson Group; Portfolio Manager => Co - Portfolio Manager; Portfolio Manager for Carson Group |
| 2021-01-24 |
insert general_emails in..@ogdenwealthllc.com |
| 2021-01-24 |
delete person Brett Murray |
| 2021-01-24 |
insert email in..@ogdenwealthllc.com |
| 2021-01-24 |
insert person Sonu Varghese |
| 2021-01-24 |
insert person Vishnu Lekraj |
| 2021-01-24 |
update person_title Patrick Sittner: Portfolio Strategist; Portfolio Strategist / Research Department => Portfolio Strategist |
| 2020-09-25 |
delete general_emails in..@ogdenwealthllc.com |
| 2020-09-25 |
delete address 157 East New England Ave Suite 340
Winter Park, FL 32789 |
| 2020-09-25 |
delete email in..@ogdenwealthllc.com |
| 2020-09-25 |
delete person Jeff Bezos |
| 2020-09-25 |
delete person Jeff Harris |
| 2020-09-25 |
insert address 260 Lookout Place
Suite 106
Maitland, FL 32751 |
| 2020-09-25 |
insert management_pages_linkeddomain heartlandgsrescue.org |
| 2020-09-25 |
update person_description Alyssa Zuck => Alyssa Zuck |
| 2020-09-25 |
update person_description Carson Coaching => Carson Coaching |
| 2020-09-25 |
update person_description Hannah Chu => Hannah Chu |
| 2020-09-25 |
update person_description Jamie P. Hopkins => Jamie P. Hopkins |
| 2020-09-25 |
update person_title Brett Murray: Wealth Planning Administrator => Paraplanner |
| 2020-09-25 |
update person_title Patrick Sittner: Portfolio Strategist => Portfolio Strategist; Portfolio Strategist / Research Department |
| 2020-09-25 |
update primary_contact 157 East New England Ave Suite 340
Winter Park, FL 32789 => 260 Lookout Place
Suite 106
Maitland, FL 32751 |
| 2020-06-19 |
delete person Russ Van Belle |
| 2020-06-19 |
insert person Emily Barrios |
| 2020-06-19 |
update person_title Alyssa Zuck: Trading Specialist, Registered Rep => Trade Operations Analyst |
| 2020-06-19 |
update person_title Kellie L. Duffy: Senior Trader, Registered Rep => Senior Trade Operations Analyst |
| 2020-03-20 |
update person_title Jeff Harris: Mergers & Acquisitions Analyst => Senior Mergers & Acquisitions Analyst |
| 2020-01-13 |
insert person Michael Gruidel |
| 2019-12-13 |
insert person Drew Reisdorff |
| 2019-12-13 |
insert person Russ Van Belle |
| 2019-11-12 |
insert person Beth Schanou |
| 2019-11-12 |
insert person Brett Murray |
| 2019-11-12 |
insert person Kellie L. Duffy |
| 2019-11-12 |
insert person Kevin Zlomke |
| 2019-11-12 |
insert person Krista Thompson |
| 2019-10-13 |
delete index_pages_linkeddomain deloitte.com |
| 2019-09-12 |
delete index_pages_linkeddomain onefpa.org |
| 2019-08-13 |
insert index_pages_linkeddomain deloitte.com |
| 2019-08-13 |
insert person Alex Blankenburg |
| 2019-08-13 |
insert person Fin Ogden |
| 2019-08-13 |
insert person Jordan Pieper |
| 2019-08-13 |
insert person Kaleigh Sanders |
| 2019-08-13 |
insert person Matthew (Matt) Smith |
| 2019-08-13 |
update person_title Alyssa Zuck: Trading Specialist => Trading Specialist, Registered Rep |
| 2019-08-13 |
update person_title Jeff Harris: Trading Operations Analyst => Mergers & Acquisitions Analyst |
| 2019-07-13 |
insert about_pages_linkeddomain amazonaws.com |
| 2019-07-13 |
insert contact_pages_linkeddomain amazonaws.com |
| 2019-07-13 |
insert index_pages_linkeddomain onefpa.org |
| 2019-07-13 |
insert person Saumen Chattopadhyay |
| 2019-06-13 |
delete ceo Paul West |
| 2019-06-13 |
delete otherexecutives Tyler Schlumpf |
| 2019-06-13 |
delete person Beth Schanou |
| 2019-06-13 |
delete person Nick Guarino |
| 2019-06-13 |
delete person Paul West |
| 2019-06-13 |
delete person Pete Mullen |
| 2019-06-13 |
delete person Tyler Schlumpf |
| 2019-06-13 |
insert client_pages_linkeddomain amazonaws.com |
| 2019-06-13 |
insert index_pages_linkeddomain amazonaws.com |
| 2019-06-13 |
insert management_pages_linkeddomain amazonaws.com |
| 2019-06-13 |
insert service_pages_linkeddomain amazonaws.com |
| 2019-05-11 |
delete index_pages_linkeddomain countryliving.com |
| 2019-05-11 |
delete person Bob Wellman |
| 2019-05-11 |
insert person Ryan Yamada |
| 2019-04-10 |
delete general_emails in..@ogden.carsonwealth.com |
| 2019-04-10 |
insert general_emails in..@ogdenwealthllc.com |
| 2019-04-10 |
delete email in..@ogden.carsonwealth.com |
| 2019-04-10 |
delete index_pages_linkeddomain marketwatch.com |
| 2019-04-10 |
delete person Scott Ford |
| 2019-04-10 |
insert email in..@ogdenwealthllc.com |
| 2019-04-10 |
insert index_pages_linkeddomain countryliving.com |