THIRD COAST ADVISORS - History of Changes


DateDescription
2024-04-06 delete personal_emails mi..@thirdcoastadv.com
2024-04-06 delete personal_emails ti..@thirdcoastadv.com
2024-04-06 insert personal_emails dr..@thirdcoastadv.com
2024-04-06 insert personal_emails em..@thirdcoastadv.com
2024-04-06 delete email an..@glic.com
2024-04-06 delete email mi..@thirdcoastadv.com
2024-04-06 delete email ti..@thirdcoastadv.com
2024-04-06 delete phone 608-662-8749
2024-04-06 delete phone 608-662-8760
2024-04-06 delete phone 608-662-8761
2024-04-06 insert email dr..@thirdcoastadv.com
2024-04-06 insert email em..@thirdcoastadv.com
2024-04-06 insert person Angelina Yang
2024-04-06 insert person Avery Tomlin
2024-04-06 insert person Drew Hebbe
2024-04-06 insert person Emily Hron
2024-04-06 insert person Martha Durcan
2024-04-06 insert phone 262-746-9281
2024-04-06 insert phone 608-480-6421
2024-04-06 insert phone 608-662-8769
2023-10-13 delete otherexecutives Kayla Merrill
2023-10-13 delete personal_emails ka..@thirdcoastadv.com
2023-10-13 insert personal_emails ki..@thirdcoastadv.com
2023-10-13 delete email ka..@thirdcoastadv.com
2023-10-13 delete email ro..@thirdcoastadv.com
2023-10-13 delete management_pages_linkeddomain anewgoldenage.com
2023-10-13 delete person Cathy Yadro
2023-10-13 delete person Kayla Merrill
2023-10-13 delete person Lynn Mackeben
2023-10-13 delete person Roren Finney
2023-10-13 delete phone 608-662-8764
2023-10-13 delete phone 6086628747
2023-10-13 delete phone 920-540-3609
2023-10-13 insert email ki..@thirdcoastadv.com
2023-10-13 insert person Kieran Bieneman
2023-10-13 update person_title Cooper Tomlin: Financial Representative => Financial Advisor
2023-07-24 delete phone 800-892-9493
2023-07-24 delete phone 866-993-2985
2023-04-15 delete source_ip 104.16.65.197
2023-04-15 delete source_ip 104.16.66.197
2023-04-15 delete source_ip 104.16.67.197
2023-04-15 delete source_ip 104.16.68.197
2023-04-15 delete source_ip 104.16.69.197
2023-04-15 insert source_ip 104.17.167.172
2023-04-15 insert source_ip 104.17.168.172
2023-04-15 insert source_ip 104.17.169.172
2023-04-15 insert source_ip 104.17.170.172
2023-04-15 insert source_ip 104.17.171.172
2023-02-26 insert person Cooper Tomlin
2023-01-07 insert otherexecutives Kayla Merrill
2023-01-07 insert personal_emails ka..@thirdcoastadv.com
2023-01-07 delete email br..@glic.com
2023-01-07 delete email mi..@thirdcoastadv.com
2023-01-07 delete email wi..@thirdcoastadv.com
2023-01-07 delete email wi..@glic.com
2023-01-07 delete person Brian Brown
2023-01-07 delete person Jackie Merritt
2023-01-07 delete person Michael Lee
2023-01-07 delete person Patti Ernst
2023-01-07 delete person William Benisch
2023-01-07 delete phone 414-529-3818
2023-01-07 delete phone 414-529-3842
2023-01-07 delete phone 608-662-8750
2023-01-07 delete phone 608-662-8763
2023-01-07 delete phone 608-836-9112
2023-01-07 insert email ka..@thirdcoastadv.com
2023-01-07 insert person Kayla Merrill
2023-01-07 insert phone 6086628747
2023-01-07 update person_description Christopher Jelenc => Christopher Jelenc
2023-01-07 update person_title Cathy Yadro: null => Administrative Assistant
2023-01-07 update person_title Christopher Jelenc: null => Financial Advisor
2023-01-07 update person_title Eric Diaz: null => Client Relations
2023-01-07 update person_title Lecy Henderson: null => New Business Case Manager
2023-01-07 update person_title Meg Anderson: Assistant => Administrative Assistant
2023-01-07 update person_title Vicki Vanevenhoven: Registered Representative and Financial Advisor of Park Avenue Securities LLC ( PAS ) . Financial Representative of the Guardian Life Insurance Company of America® ( Guardian ), New York, NY => Registered Representative and Financial Advisor of Park Avenue Securities LLC ( PAS )
2022-11-22 delete personal_emails ch..@thirdcoastadv.com
2022-11-22 delete personal_emails da..@thirdcoastadv.com
2022-11-22 delete personal_emails ro..@thirdcoastadv.com
2022-11-22 delete personal_emails st..@thirdcoastadv.com
2022-11-22 delete personal_emails ta..@thirdcoastadv.com
2022-11-22 delete email ch..@thirdcoastadv.com
2022-11-22 delete email da..@thirdcoastadv.com
2022-11-22 delete email ni..@thirdcoastadv.com
2022-11-22 delete email ro..@thirdcoastadv.com
2022-11-22 delete email st..@thirdcoastadv.com
2022-11-22 delete email ta..@thirdcoastadv.com
2022-11-22 delete person Chris Wemmert
2022-11-22 delete person David Dorley
2022-11-22 delete person Nick Kavelaris
2022-11-22 delete person Steven Verheyen
2022-11-22 delete person Taylor Scot
2022-11-22 delete phone 262-746-9273
2022-11-22 delete phone 262-746-9280
2022-11-22 delete phone 262-746-9284
2022-11-22 delete phone 262-746-9288
2022-11-22 delete phone 608-662-8748
2022-11-22 delete phone 608-662-8795
2022-09-01 delete person Vicki Vanevenhoven
2022-04-27 delete email de..@thirdcoastadv.com
2022-04-27 delete person Derek Braucht
2022-04-27 delete phone 608-662-8754
2022-03-27 update person_description Jared Schumacker => Jared Schumacker
2022-02-09 delete personal_emails an..@thirdcoastadv.com
2022-02-09 delete personal_emails ch..@thirdcoastadv.com
2022-02-09 insert personal_emails le..@thirdcoastadv.com
2022-02-09 delete email an..@thirdcoastadv.com
2022-02-09 delete email ca..@glic.com
2022-02-09 delete email ch..@thirdcoastadv.com
2022-02-09 delete email jo..@glic.com
2022-02-09 delete person Carl Johnson
2022-02-09 delete person Charles Opitz
2022-02-09 delete person James Shinkan
2022-02-09 delete phone 608-662-8745
2022-02-09 delete phone 608-662-8771
2022-02-09 delete phone 608-662-8782
2022-02-09 insert email le..@thirdcoastadv.com
2022-02-09 insert email lm..@hammortreefinancial.com
2022-02-09 insert email th..@glic.com
2022-02-09 insert person Lynn Mackeben
2022-02-09 insert phone 608-662-8744
2022-02-09 insert phone 815-788-7420
2022-02-09 update person_description Chris Wemmert => Chris Wemmert
2022-02-09 update person_title Annie Smith: Assistant; Executive Assistant to Dan Melka & Mark Smith => Assistant
2022-02-09 update person_title Chris Wemmert: Financial Representative => Financial Advisor
2022-02-09 update person_title David Monk: Financial Advisor; Financial Representative => Financial Advisor
2022-02-09 update person_title Jared Schumacker: Financial Representative => Financial Advisor
2022-02-09 update person_title Keith Voogd: null => Financial Advisor
2022-02-09 update person_title Roren Finney: Business Development Associate => Financial Advisor
2022-02-09 update person_title Taylor Scot: Business Development Associate => Financial Advisor
2021-09-28 update person_description Michael Lee => Michael Lee
2021-08-28 delete personal_emails gr..@thirdcoastadv.com
2021-08-28 insert personal_emails st..@thirdcoastadv.com
2021-08-28 delete email gr..@thirdcoastadv.com
2021-08-28 delete person Griffin Vandezande
2021-08-28 delete phone 608-662-8794
2021-08-28 insert email st..@thirdcoastadv.com
2021-08-28 insert person Steven Verheyen
2021-08-28 insert phone 608-662-8795
2021-07-21 delete personal_emails ku..@glic.com
2021-07-21 delete email ku..@glic.com
2021-07-21 delete email lu..@glic.com
2021-07-21 delete person Kurt Zipp
2021-07-21 delete person Luke E. J. Will
2021-07-21 delete phone 262-746-9283
2021-07-21 delete phone 262-746-9287
2021-06-18 delete personal_emails br..@thirdcoastadv.com
2021-06-18 delete email br..@thirdcoastadv.com
2021-06-18 delete email sa..@glic.com
2021-06-18 delete person Bryan Nestor
2021-06-18 delete person Sarah Seefeldt
2021-06-18 delete phone 262-746-9274
2021-06-18 delete phone 262-746-9281
2021-06-18 insert email de..@thirdcoastadv.com
2021-06-18 insert person Derek Braucht
2021-06-18 insert phone 608-662-8754
2021-04-21 delete personal_emails je..@thirdcoastadv.com
2021-04-21 delete email je..@thirdcoastadv.com
2021-04-21 delete person Jesse Mancuso
2021-04-21 delete phone 262-746-9282
2021-04-21 update person_description Brian Boehm => Brian Boehm
2021-01-30 delete email th..@glic.com
2021-01-30 delete person Thomas Precia
2021-01-30 delete phone 262-523-9600
2021-01-30 insert email jm..@hammortreefinancial.com
2021-01-30 insert person Jackie Merritt
2021-01-30 insert phone 847-561-6917
2021-01-30 update person_description Janel Kalish => Janel Kalish
2020-10-06 delete personal_emails er..@thirdcoastadv.com
2020-10-06 insert personal_emails gr..@thirdcoastadv.com
2020-10-06 insert personal_emails ja..@thirdcoastadv.com
2020-10-06 insert personal_emails ta..@thirdcoastadv.com
2020-10-06 delete email er..@thirdcoastadv.com
2020-10-06 delete person Eric Ruh
2020-10-06 insert email gr..@thirdcoastadv.com
2020-10-06 insert email ja..@thirdcoastadv.com
2020-10-06 insert email ta..@thirdcoastadv.com
2020-10-06 insert person Griffin Vandezande
2020-10-06 insert person Jared Schumacker
2020-10-06 insert person Taylor Scot
2020-10-06 insert phone 608-571-1116
2020-10-06 insert phone 608-662-8794
2020-07-27 insert personal_emails je..@thirdcoastadv.com
2020-07-27 insert email je..@thirdcoastadv.com
2020-07-27 insert email ro..@thirdcoastadv.com
2020-07-27 insert management_pages_linkeddomain anewgoldenage.com
2020-07-27 insert management_pages_linkeddomain office365.com
2020-07-27 insert person Jesse Mancuso
2020-07-27 insert person Roren Finney
2020-07-27 insert phone 262-746-9282
2020-07-27 insert phone 608-662-8764
2020-07-27 update person_description Jason Waugh => Jason Waugh
2020-06-25 update person_description Jason Waugh => Jason Waugh
2020-06-25 update person_description Keith Voogd => Keith Voogd
2020-05-26 delete personal_emails ro..@thirdcoastadv.com
2020-05-26 insert personal_emails ti..@thirdcoastadv.com
2020-05-26 delete email ro..@thirdcoastadv.com
2020-05-26 delete person Ross Kuchenbecker
2020-05-26 delete phone 608-662-8753
2020-05-26 insert email ni..@thirdcoastadv.com
2020-05-26 insert email ti..@thirdcoastadv.com
2020-05-26 insert person Nick Kavelaris
2020-05-26 insert phone 262-746-9284
2020-05-26 insert phone 608-662-8761
2020-02-24 delete personal_emails tr..@thirdcoastadv.com
2020-02-24 delete email js..@hammortreefinancial.com
2020-02-24 delete email tr..@thirdcoastadv.com
2020-02-24 delete person Trent Anderson
2020-02-24 delete phone 608-662-8756
2020-02-24 delete phone 815-526-5976
2020-01-24 insert about_pages_linkeddomain caprivacy.org
2020-01-24 insert career_pages_linkeddomain caprivacy.org
2020-01-24 insert contact_pages_linkeddomain caprivacy.org
2020-01-24 insert index_pages_linkeddomain caprivacy.org
2020-01-24 insert management_pages_linkeddomain caprivacy.org
2019-12-23 insert personal_emails ch..@thirdcoastadv.com
2019-12-23 insert email ch..@thirdcoastadv.com
2019-12-23 insert person Chris Wemmert
2019-12-23 insert phone 262-746-9288
2019-10-23 insert vp Travis Winder
2019-10-23 delete email ka..@thirdcoastadv.com
2019-10-23 delete email tc..@glic.com
2019-10-23 delete index_pages_linkeddomain soundcloud.com
2019-10-23 delete person Katrina Zydowicz
2019-10-23 insert contact_pages_linkeddomain finra.com
2019-10-23 insert contact_pages_linkeddomain finra.org
2019-10-23 insert contact_pages_linkeddomain fmgwebsites.com
2019-10-23 insert contact_pages_linkeddomain guardianlife.com
2019-10-23 insert contact_pages_linkeddomain sipc.com
2019-10-23 insert contact_pages_linkeddomain thelivingbalancesheet.com
2019-10-23 insert email le..@thirdcoastadv.com
2019-10-23 insert index_pages_linkeddomain fmgwebsites.com
2019-10-23 insert index_pages_linkeddomain thelivingbalancesheet.com
2019-10-23 insert management_pages_linkeddomain thelivingbalancesheet.com
2019-10-23 insert person Jessica Sharp
2019-10-23 insert person Lecy Henderson
2019-10-23 insert phone 800-892-9493
2019-10-23 update person_title David Monk: Financial Advisor; Advisor => Financial Advisor; Financial Representative
2019-10-23 update person_title Travis Winder: Vice President Fox Valley; Advisor => Vice President
2019-07-24 update person_title David Monk: Financial Advisor; Advisor; Financial Representative => Financial Advisor; Advisor
2019-05-22 delete personal_emails ri..@thirdcoastadv.com
2019-05-22 delete email da..@glic.com
2019-05-22 delete email ri..@thirdcoastadv.com
2019-05-22 delete person Dan Moericke
2019-05-22 delete person Riley Olson
2019-05-22 insert email da..@glic.com
2019-05-22 insert email th..@glic.com
2019-05-22 insert person David Monk
2019-05-22 insert person Theresa Artac
2019-03-17 insert index_pages_linkeddomain soundcloud.com