| Date | Description |
|---|
| 2023-03-29 |
delete source_ip 35.194.29.129 |
| 2023-03-29 |
insert source_ip 141.193.213.11 |
| 2023-03-29 |
insert source_ip 141.193.213.10 |
| 2022-12-24 |
insert chiefstrategyofficer Burt White |
| 2022-12-24 |
delete person Ryan Yamada |
| 2022-12-24 |
delete person Scott Budd |
| 2022-12-24 |
insert about_pages_linkeddomain legacyletterchallenge.com |
| 2022-12-24 |
insert index_pages_linkeddomain legacyletterchallenge.com |
| 2022-12-24 |
insert management_pages_linkeddomain legacyletterchallenge.com |
| 2022-12-24 |
insert partner_pages_linkeddomain legacyletterchallenge.com |
| 2022-12-24 |
insert person Burt White |
| 2022-12-24 |
insert person Ryan Detrick |
| 2022-12-24 |
insert person Scott Berryman |
| 2022-12-24 |
update person_title Michael Gruidel: Paraplanner => Wealth Planner |
| 2022-12-24 |
update person_title Patrick Sittner: Portfolio Strategist => Director, Portfolio Strategy |
| 2022-10-21 |
delete person Greg DeGennaro |
| 2022-10-21 |
delete person Josh Russell |
| 2022-09-20 |
delete coo Shane Weaver |
| 2022-09-20 |
delete about_pages_linkeddomain carsongroup.com |
| 2022-09-20 |
delete index_pages_linkeddomain carsongroup.com |
| 2022-09-20 |
delete management_pages_linkeddomain carsongroup.com |
| 2022-09-20 |
delete person Scott Kubie |
| 2022-09-20 |
delete person Shane Weaver |
| 2022-09-20 |
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 address 8 Inverness Drive E
Ste 250
Englewood, CO 80012 |
| 2022-07-18 |
insert person Amy King |
| 2022-07-18 |
insert person Scott Budd |
| 2022-07-18 |
insert person Tom Fridrich |
| 2022-04-16 |
delete person Vishnu Lekraj |
| 2022-04-16 |
update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department |
| 2022-03-16 |
delete general_emails in..@valoremfinancial.com |
| 2022-03-16 |
delete address 7609 Grandview Ave
Arvada, Colorado 80002 |
| 2022-03-16 |
delete email al..@valoremfinancial.com |
| 2022-03-16 |
delete email he..@valoremfinancial.com |
| 2022-03-16 |
delete email in..@valoremfinancial.com |
| 2022-03-16 |
delete email ki..@valoremfinancial.com |
| 2022-03-16 |
delete email te..@valoremfinancial.com |
| 2022-03-16 |
delete index_pages_linkeddomain carsonmx.com |
| 2022-03-16 |
delete index_pages_linkeddomain facebook.com |
| 2022-03-16 |
delete index_pages_linkeddomain linkedin.com |
| 2022-03-16 |
delete index_pages_linkeddomain twitter.com |
| 2022-03-16 |
delete management_pages_linkeddomain carsonmx.com |
| 2022-03-16 |
delete management_pages_linkeddomain etf.com |
| 2022-03-16 |
delete management_pages_linkeddomain facebook.com |
| 2022-03-16 |
delete person Alyssa Zuck |
| 2022-03-16 |
insert address 7609 Grandview Ave
Arvada, CO 80002 |
| 2022-03-16 |
insert management_pages_linkeddomain calendly.com |
| 2022-03-16 |
insert management_pages_linkeddomain heartlandgsrescue.org |
| 2022-03-16 |
insert person Forbes Best-in-State |
| 2022-03-16 |
insert person Meet Patrick |
| 2022-03-16 |
insert person Meet Paul |
| 2022-03-16 |
insert person Meet Ryan |
| 2022-03-16 |
insert person Meet Sarah |
| 2022-03-16 |
insert person Meet Scott |
| 2022-03-16 |
update person_description Kim Gieseler => Kim Gieseler |
| 2022-03-16 |
update person_description Renee Boulger => Renee Boulger |
| 2022-03-16 |
update person_description Scott Kubie => Scott Kubie |
| 2022-03-16 |
update person_description Shane Weaver => Shane Weaver |
| 2022-03-16 |
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 |
| 2022-03-16 |
update primary_contact 7609 Grandview Ave
Arvada, Colorado 80002 => 7609 Grandview Ave
Arvada, CO 80002 |
| 2021-12-14 |
delete person Saumen Chattopadhyay |
| 2021-12-14 |
update person_description Josh Russell => Josh Russell |
| 2021-09-22 |
insert coo Shane Weaver |
| 2021-09-22 |
delete person Krista Thompson |
| 2021-09-22 |
insert about_pages_linkeddomain carsonmx.com |
| 2021-09-22 |
insert contact_pages_linkeddomain carsonmx.com |
| 2021-09-22 |
insert management_pages_linkeddomain carsonmx.com |
| 2021-09-22 |
insert partner_pages_linkeddomain carsonmx.com |
| 2021-09-22 |
insert person Paul Ganow |
| 2021-09-22 |
insert person Shane Weaver |
| 2021-09-22 |
insert person Tyler McMinimee |
| 2021-09-22 |
insert service_pages_linkeddomain carsonmx.com |
| 2021-09-22 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst |
| 2021-08-21 |
insert person Matt Lewis |
| 2021-08-21 |
insert person Patrick Carter |
| 2021-08-21 |
update person_description Sarah Duey => Sarah Duey |
| 2021-07-20 |
delete managingdirector Carson Coaching |
| 2021-07-20 |
delete person Carson Coaching |
| 2021-07-20 |
delete person Chris Oppliger |
| 2021-07-20 |
delete person Jeff Harris |
| 2021-07-20 |
update person_description Jamie Hopkins => Jamie P. Hopkins |
| 2021-07-20 |
update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist |
| 2021-06-19 |
delete person Casey Duin |
| 2021-05-19 |
insert coo Renee Boulger |
| 2021-05-19 |
insert person Greg DeGennaro |
| 2021-05-19 |
update person_title Casey Duin: Client Experience Coordinator => Marketing Coordinator |
| 2021-05-19 |
update person_title Renee Boulger: Operations Manager => Director of Operations |
| 2021-04-05 |
delete coo Renee Boulger |
| 2021-04-05 |
insert person Josh Russell |
| 2021-04-05 |
insert person Mike Lawrence |
| 2021-04-05 |
update person_title Casey Duin: Marketing Coordinator => Client Experience Coordinator |
| 2021-04-05 |
update person_title Heidi Schoenberger: Relationship Manager & Registered Representative => Relationship Manager, Registered Administrative Assistant |
| 2021-04-05 |
update person_title Renee Boulger: Director of Operations => Operations Manager |
| 2021-04-05 |
update person_title Vishnu Lekraj: Portfolio Manager for Carson Group; Portfolio Manager => Co - Portfolio Manager; Portfolio Manager for Carson Group |
| 2021-01-27 |
delete otherexecutives Rick Jaster |
| 2021-01-27 |
insert coo Renee Boulger |
| 2021-01-27 |
delete person Alex Blankenburg |
| 2021-01-27 |
delete person Brett Murray |
| 2021-01-27 |
delete person Casey Hay |
| 2021-01-27 |
delete person Nick Joyner |
| 2021-01-27 |
delete person Rick Jaster |
| 2021-01-27 |
insert person Casey Duin |
| 2021-01-27 |
insert person Sonu Varghese |
| 2021-01-27 |
insert person Vishnu Lekraj |
| 2021-01-27 |
update person_description Renee Boulger => Renee Boulger |
| 2021-01-27 |
update person_title Patrick Sittner: Portfolio Strategist; Portfolio Strategist / Research Department => Portfolio Strategist |
| 2021-01-27 |
update person_title Renee Boulger: Operations Manager => Director of Operations |
| 2020-09-30 |
update person_title Brett Murray: Wealth Planning Administrator => Paraplanner; Member of the Advanced Solutions Team |
| 2020-07-24 |
delete person Patrick Carter |
| 2020-07-24 |
update person_description Carson Coaching => Carson Coaching |
| 2020-07-24 |
update person_description Jamie P. Hopkins => Jamie Hopkins |
| 2020-06-20 |
delete person Russ Van Belle |
| 2020-06-20 |
update person_title Alyssa Zuck: Trading Specialist, Registered Rep => Trade Operations Analyst |
| 2020-06-20 |
update person_title Kellie L. Duffy: Senior Trader, Registered Rep => Senior Trade Operations Analyst |
| 2020-03-21 |
update person_title Jeff Harris: Mergers & Acquisitions Analyst => Senior Mergers & Acquisitions Analyst |
| 2020-03-21 |
update person_title Patrick Sittner: Portfolio Strategist => Portfolio Strategist; Portfolio Strategist / Research Department |
| 2020-01-13 |
delete partner_pages_linkeddomain wpengine.com |
| 2020-01-13 |
insert person Michael Gruidel |
| 2019-12-12 |
insert person Drew Reisdorff |
| 2019-12-12 |
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 |
| 2019-10-12 |
delete index_pages_linkeddomain deloitte.com |
| 2019-10-12 |
update person_title Casey Hay: Client Service Associate => Client Experience Coordinator |
| 2019-10-12 |
update person_title Heidi Schoenberger: Director of Client Services and Registered Representative => Relationship Manager & Registered Representative |
| 2019-09-12 |
insert general_emails in..@valoremfinancial.com |
| 2019-09-12 |
delete email sa..@valoremfinancial.com |
| 2019-09-12 |
delete index_pages_linkeddomain onefpa.org |
| 2019-09-12 |
insert email in..@valoremfinancial.com |
| 2019-09-12 |
insert person Renee Boulger |
| 2019-08-13 |
insert index_pages_linkeddomain deloitte.com |
| 2019-08-13 |
insert person Alex Blankenburg |
| 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 index_pages_linkeddomain marketwatch.com |
| 2019-04-10 |
delete person Scott Ford |
| 2019-04-10 |
insert index_pages_linkeddomain countryliving.com |