| Date | Description |
|---|
| 2023-08-12 |
delete source_ip 50.62.195.160 |
| 2023-08-12 |
insert source_ip 160.153.0.118 |
| 2023-06-22 |
insert address 2801 N Thanksgiving Way #190, Lehi, UT 84043 |
| 2023-03-05 |
delete index_pages_linkeddomain secureserver.net |
| 2023-03-05 |
delete management_pages_linkeddomain secureserver.net |
| 2023-03-05 |
delete service_pages_linkeddomain secureserver.net |
| 2023-03-05 |
delete source_ip 45.40.148.147 |
| 2023-03-05 |
insert source_ip 50.62.195.160 |
| 2022-12-26 |
delete index_pages_linkeddomain secureservercdn.net |
| 2022-12-26 |
delete management_pages_linkeddomain secureservercdn.net |
| 2022-12-26 |
delete service_pages_linkeddomain secureservercdn.net |
| 2022-12-26 |
insert index_pages_linkeddomain rovinventures.com |
| 2022-12-26 |
insert index_pages_linkeddomain secureserver.net |
| 2022-12-26 |
insert management_pages_linkeddomain rovinventures.com |
| 2022-12-26 |
insert management_pages_linkeddomain secureserver.net |
| 2022-12-26 |
insert service_pages_linkeddomain rovinventures.com |
| 2022-12-26 |
insert service_pages_linkeddomain secureserver.net |
| 2022-03-27 |
update person_title Alec Blomquist: Advisor; Associate Client Services Advisor / Professional Bio => Associate Financial Advisor / Professional Bio; Advisor |
| 2021-12-23 |
insert person Vanessa De La Cruz |
| 2021-08-06 |
delete ceo Markell A. Staffieri |
| 2021-08-06 |
delete otherexecutives Alex Olsen |
| 2021-08-06 |
delete president Markell A. Staffieri |
| 2021-08-06 |
delete address 6640 E. Baseline Rd., Ste. 103
Mesa, AZ 85206 |
| 2021-08-06 |
delete person Alex Olsen |
| 2021-08-06 |
insert address 1 N Macdonald, Ste. 201
Mesa, AZ 85201 |
| 2021-08-06 |
insert person David Dietz |
| 2021-08-06 |
update person_title K. Eric Pierce: COO, Partner & Wealth Advisor / Professional Bio; COO => COO and Diane Collins Becomes CCO; COO |
| 2021-08-06 |
update person_title Markell A. Staffieri: CEO; CEO / President / Professional Bio; President; Vice President of FAC => Vice President of FAC |
| 2021-08-06 |
update primary_contact 6640 E. Baseline Rd., Ste. 103
Mesa, AZ 85206 => 1 N Macdonald, Ste. 201
Mesa, AZ 85201 |
| 2021-04-24 |
insert cio Matthew D. Staffieri |
| 2021-04-24 |
update person_title Matthew D. Staffieri: Portfolio Manager / Professional Bio; Portfolio Manager => CIO / Professional Bio; CIO |
| 2021-02-01 |
delete coo Diane E. Collins |
| 2021-02-01 |
insert cco Diane E. Collins |
| 2021-02-01 |
insert coo K. Eric Pierce |
| 2021-02-01 |
insert otherexecutives Alex Olsen |
| 2021-02-01 |
delete about_pages_linkeddomain advizr.com |
| 2021-02-01 |
delete about_pages_linkeddomain insurenowdirect.com |
| 2021-02-01 |
delete index_pages_linkeddomain advizr.com |
| 2021-02-01 |
delete index_pages_linkeddomain insurenowdirect.com |
| 2021-02-01 |
delete person Sheridan Pulsipher |
| 2021-02-01 |
insert about_pages_linkeddomain riskalyze.com |
| 2021-02-01 |
insert index_pages_linkeddomain riskalyze.com |
| 2021-02-01 |
insert person Alec Blomquist |
| 2021-02-01 |
insert person Alex Olsen |
| 2021-02-01 |
update person_description Diane E. Collins => Diane E. Collins |
| 2021-02-01 |
update person_description K. Eric Pierce => K. Eric Pierce |
| 2021-02-01 |
update person_description Michael A. Staffieri => Michael A. Staffieri |
| 2021-02-01 |
update person_title Diane E. Collins: COO / Professional Bio; COO => CCO; Planner |
| 2021-02-01 |
update person_title K. Eric Pierce: Senior Vice President, Wealth Management / Professional Bio => COO, Partner & Wealth Advisor / Professional Bio; COO |
| 2021-02-01 |
update person_title Michael A. Staffieri: Chairman; Founder => Chairman; Founder; Founder / Chairman / Professional Bio |
| 2020-08-07 |
delete about_pages_linkeddomain advisorclient.com |
| 2020-08-07 |
delete index_pages_linkeddomain advisorclient.com |
| 2020-08-07 |
delete source_ip 192.124.249.102 |
| 2020-08-07 |
insert about_pages_linkeddomain insurenowdirect.com |
| 2020-08-07 |
insert about_pages_linkeddomain secureservercdn.net |
| 2020-08-07 |
insert index_pages_linkeddomain insurenowdirect.com |
| 2020-08-07 |
insert index_pages_linkeddomain secureservercdn.net |
| 2020-08-07 |
insert source_ip 45.40.148.147 |
| 2020-04-14 |
delete about_pages_linkeddomain orionadvisor.com |
| 2020-04-14 |
delete index_pages_linkeddomain orionadvisor.com |
| 2020-04-14 |
insert about_pages_linkeddomain advizr.com |
| 2020-04-14 |
insert index_pages_linkeddomain advizr.com |
| 2019-12-29 |
delete about_pages_linkeddomain moneyguidepro.com |
| 2019-12-29 |
delete index_pages_linkeddomain moneyguidepro.com |
| 2019-12-29 |
insert about_pages_linkeddomain advisorclient.com |
| 2019-12-29 |
insert about_pages_linkeddomain orionadvisor.com |
| 2019-12-29 |
insert index_pages_linkeddomain advisorclient.com |
| 2019-12-29 |
insert index_pages_linkeddomain orionadvisor.com |