| Date | Description |
|---|
| 2024-03-18 |
delete coo Geoff Gruetzmacher |
| 2024-03-18 |
delete address 790 SW Industrial Way, Bend, OR 97702 |
| 2024-03-18 |
insert address 572 SW Bluff Dr #100, Bend, OR 97702 |
| 2024-03-18 |
insert person Ben Graziani |
| 2024-03-18 |
update person_title Geoff Gruetzmacher: Director of Operations => Chief Compliance & Operations Officer |
| 2024-03-18 |
update person_title George Mendazona: Client Relations Specialist => Relationship Specialist |
| 2024-03-18 |
update person_title Louis Bennett: Chief Investment Strategist => Fiduciary Advisor / Chief Strategy Strategist |
| 2024-03-18 |
update primary_contact 790 SW Industrial Way, Bend, OR 97702 => 572 SW Bluff Dr #100, Bend, OR 97702 |
| 2023-07-28 |
insert coo Geoff Gruetzmacher |
| 2023-07-28 |
update person_title Geoff Gruetzmacher: Operations Manager => Director of Operations |
| 2023-06-26 |
update person_title Geoff Gruetzmacher: Fiduciary Advisor => Operations Manager |
| 2023-06-26 |
update person_title Louis Bennett: Fiduciary Advisor / Chief Compliance Officer => Chief Investment Strategist |
| 2023-05-25 |
insert person George Mendazona |
| 2022-12-01 |
delete general_emails in..@copiawealthmanagement.com |
| 2022-12-01 |
delete email aa..@copiawealthmanagement.com |
| 2022-12-01 |
delete email in..@copiawealthmanagement.com |
| 2022-12-01 |
delete email lo..@copiawealthmanagement.com |
| 2022-12-01 |
delete index_pages_linkeddomain advisorclient.com |
| 2022-12-01 |
delete source_ip 35.208.50.9 |
| 2022-12-01 |
insert industry_tag financial |
| 2022-12-01 |
insert person Geoff Gruetzmacher |
| 2022-12-01 |
insert source_ip 35.209.61.18 |
| 2022-12-01 |
update description |
| 2022-06-28 |
insert index_pages_linkeddomain bdreporting.com |
| 2022-03-28 |
insert general_emails in..@copiawealthmanagement.com |
| 2022-03-28 |
delete address 790 South WestIndustrial Way
Suite 100
Bend, OR 97702 |
| 2022-03-28 |
delete email aa..@my-copia.com |
| 2022-03-28 |
delete fax 541-647-2480 |
| 2022-03-28 |
delete index_pages_linkeddomain caprivacy.org |
| 2022-03-28 |
delete index_pages_linkeddomain finra.org |
| 2022-03-28 |
delete source_ip 104.16.65.197 |
| 2022-03-28 |
delete source_ip 104.16.66.197 |
| 2022-03-28 |
delete source_ip 104.16.67.197 |
| 2022-03-28 |
delete source_ip 104.16.68.197 |
| 2022-03-28 |
delete source_ip 104.16.69.197 |
| 2022-03-28 |
insert address 790 SW Industrial Way, Bend, OR 97702 |
| 2022-03-28 |
insert email aa..@copiawealthmanagement.com |
| 2022-03-28 |
insert email in..@copiawealthmanagement.com |
| 2022-03-28 |
insert email lo..@copiawealthmanagement.com |
| 2022-03-28 |
insert index_pages_linkeddomain advisorclient.com |
| 2022-03-28 |
insert source_ip 35.208.50.9 |
| 2022-02-09 |
delete about_pages_linkeddomain sipc.org |
| 2022-02-09 |
delete address 790 SW Industrial Way #100
Bend, OR 97702 |
| 2022-02-09 |
delete contact_pages_linkeddomain sipc.org |
| 2022-02-09 |
delete index_pages_linkeddomain sipc.org |
| 2022-02-09 |
delete management_pages_linkeddomain sipc.org |
| 2022-02-09 |
delete service_pages_linkeddomain sipc.org |
| 2022-02-09 |
insert address 790 South West Industrial Way Suite 100
Bend, OR 97702 |
| 2022-02-09 |
update primary_contact 790 SW Industrial Way #100
Bend, OR 97702 => 790 South West Industrial Way Suite 100
Bend, OR 97702 |
| 2020-04-29 |
delete address 17 NW Irving Ave.
Bend, OR 97701 |
| 2020-03-30 |
insert address 790 SW Industrial Way #100
Bend, OR 97702 |