| Date | Description |
|---|
| 2024-03-10 |
insert cmo Alice Webb |
| 2024-03-10 |
insert founder Christopher Rawson |
| 2024-03-10 |
insert personal_emails ma..@visionbasedplanning.com |
| 2024-03-10 |
insert support_emails se..@visionbasedplanning.com |
| 2024-03-10 |
delete index_pages_linkeddomain advisorclient.com |
| 2024-03-10 |
delete index_pages_linkeddomain meetme.so |
| 2024-03-10 |
delete management_pages_linkeddomain advisorclient.com |
| 2024-03-10 |
delete phone 713-443-1632 |
| 2024-03-10 |
insert email ma..@visionbasedplanning.com |
| 2024-03-10 |
insert email se..@visionbasedplanning.com |
| 2024-03-10 |
insert index_pages_linkeddomain fidelity.com |
| 2024-03-10 |
insert index_pages_linkeddomain jackson.com |
| 2024-03-10 |
insert index_pages_linkeddomain oncehub.com |
| 2024-03-10 |
insert index_pages_linkeddomain schwab.com |
| 2024-03-10 |
insert index_pages_linkeddomain sec.gov |
| 2024-03-10 |
insert index_pages_linkeddomain seic.com |
| 2024-03-10 |
insert management_pages_linkeddomain fidelity.com |
| 2024-03-10 |
insert management_pages_linkeddomain jackson.com |
| 2024-03-10 |
insert management_pages_linkeddomain oncehub.com |
| 2024-03-10 |
insert management_pages_linkeddomain schwab.com |
| 2024-03-10 |
insert management_pages_linkeddomain sec.gov |
| 2024-03-10 |
insert management_pages_linkeddomain seic.com |
| 2024-03-10 |
insert person Marc B. Marquez |
| 2024-03-10 |
insert phone (713) 454-7997 |
| 2024-03-10 |
update person_description Morgan Lancon => Morgan Lancon |
| 2024-03-10 |
update person_title Alice Webb: null => Marketing Director |
| 2024-03-10 |
update person_title Bryan Bly: Associate Advisor, CFP® => Associate; Advisor |
| 2024-03-10 |
update person_title Christopher Rawson: CERTIFIED FINANCIAL PLANNER™ Practitioner; Independent Financial Planner => Founder; Independent Financial Planner |
| 2023-06-23 |
insert personal_emails mo..@visionbasedplanning.com |
| 2023-06-23 |
delete source_ip 104.16.65.197 |
| 2023-06-23 |
delete source_ip 104.16.66.197 |
| 2023-06-23 |
delete source_ip 104.16.67.197 |
| 2023-06-23 |
delete source_ip 104.16.68.197 |
| 2023-06-23 |
delete source_ip 104.16.69.197 |
| 2023-06-23 |
insert email mo..@visionbasedplanning.com |
| 2023-06-23 |
insert person Morgan Lancon |
| 2023-06-23 |
insert source_ip 104.17.167.172 |
| 2023-06-23 |
insert source_ip 104.17.168.172 |
| 2023-06-23 |
insert source_ip 104.17.169.172 |
| 2023-06-23 |
insert source_ip 104.17.170.172 |
| 2023-06-23 |
insert source_ip 104.17.171.172 |
| 2022-08-26 |
delete personal_emails je..@visionbasedplanning.com |
| 2022-08-26 |
delete email je..@visionbasedplanning.com |
| 2022-08-26 |
delete person Jeff Lopez |
| 2022-06-25 |
update person_description Jeff Lopez => Jeff Lopez |
| 2022-05-25 |
insert personal_emails br..@visionbasedplanning.com |
| 2022-05-25 |
insert personal_emails je..@visionbasedplanning.com |
| 2022-05-25 |
insert email br..@visionbasedplanning.com |
| 2022-05-25 |
insert email je..@visionbasedplanning.com |
| 2022-05-25 |
insert person Bryan Bly |
| 2022-05-25 |
insert person Jeff Lopez |
| 2021-12-20 |
delete address 3310 Katy Frwy #340
Suite 340
Houston, TX 77007 |
| 2021-12-20 |
delete phone 713-454-7997 |
| 2021-12-20 |
insert address 8111 Ashlane Way
Suite 219
The Woodlands, TX 77382 |
| 2021-12-20 |
insert phone 713-443-1632 |
| 2021-12-20 |
update primary_contact 3310 Katy Frwy #340
Suite 340
Houston, TX 77007 => 8111 Ashlane Way
Suite 219
The Woodlands, TX 77382 |
| 2020-01-06 |
insert about_pages_linkeddomain caprivacy.org |
| 2020-01-06 |
insert index_pages_linkeddomain caprivacy.org |
| 2020-01-06 |
insert management_pages_linkeddomain caprivacy.org |
| 2020-01-06 |
insert service_pages_linkeddomain caprivacy.org |