CPI - History of Changes


DateDescription
2024-03-17 delete chieflegalofficer Wendy W. Walton
2024-03-17 delete cmo Mike Holmes
2024-03-17 delete otherexecutives Andrew Duggan
2024-03-17 delete vp Wendy W. Walton
2024-03-17 insert otherexecutives Blynn Austin
2024-03-17 delete about_pages_linkeddomain blucora.com
2024-03-17 delete about_pages_linkeddomain myworkdayjobs.com
2024-03-17 delete alias Avantax Inc
2024-03-17 delete index_pages_linkeddomain blucora.com
2024-03-17 delete index_pages_linkeddomain myworkdayjobs.com
2024-03-17 delete management_pages_linkeddomain blucora.com
2024-03-17 delete management_pages_linkeddomain myworkdayjobs.com
2024-03-17 delete person Andrew Duggan
2024-03-17 delete person Mike Holmes
2024-03-17 delete person Mike Pagano
2024-03-17 delete person Wendy W. Walton
2024-03-17 delete terms_pages_linkeddomain blucora.com
2024-03-17 delete terms_pages_linkeddomain ctfassets.net
2024-03-17 delete terms_pages_linkeddomain myworkdayjobs.com
2024-03-17 insert person Blynn Austin
2024-03-17 insert person Brian Walsh
2024-03-17 insert person Ivan Gruhl
2024-03-17 insert person Jennifer Hutchins
2024-03-17 insert person Melissa Loner
2024-03-17 insert person Michael Molnar
2024-03-17 insert person Samone Word
2024-03-17 update person_description Andy Watts => Andy Watts
2024-03-17 update person_description Dan Kocher => Dan Kocher
2024-03-17 update person_description Holly Manton => Holly Manton
2024-03-17 update person_description Nate Biddick => Nate Biddick
2024-03-17 update person_description Tim Stewart => Tim Stewart
2024-03-17 update person_description Todd Mackay => Todd Mackay
2024-03-17 update person_title Andy Watts: Member of the Leadership Team; Vice President of Investment; Vice President, Investment Solutions => VP, Planning & Growth Solutions
2024-03-17 update person_title Holly Manton: Member of the Leadership Team; Chief of Staff => VP, Product Management
2024-03-17 update person_title Louie Rosalez: President of Avantax Planning Partners; Member of the Leadership Team => SVP, Avantax Planning Partners
2024-03-17 update person_title Nate Biddick: Vice President of Wealth Management Growth => VP, Community & Advisor Engagement
2024-03-17 update website_status IndexPageFetchError => OK
2023-04-07 update website_status FlippedRobots => IndexPageFetchError
2023-02-11 update website_status OK => FlippedRobots
2022-11-08 delete alias Avantax Planning Partners (formerly HKFS)
2022-11-08 delete alias Avantax Retirement Plan Services
2022-11-08 delete alias Avantax Retirement Plan Services (formerly HKFS Retirement)
2022-11-08 delete alias Avantax WM Holdings
2022-11-08 delete index_pages_linkeddomain advisorlynx.com
2022-11-08 delete index_pages_linkeddomain avantaxppmktg.com
2022-11-08 delete index_pages_linkeddomain benefitwebaccess.com
2022-11-08 delete index_pages_linkeddomain emaplan.com
2022-11-08 delete index_pages_linkeddomain hkfs.com
2022-11-08 delete index_pages_linkeddomain mindflash.com
2022-11-08 delete index_pages_linkeddomain myavantax.com
2022-11-08 delete index_pages_linkeddomain orionadvisor.com
2022-11-08 delete index_pages_linkeddomain schwab.com
2022-11-08 delete index_pages_linkeddomain wealthscape.com
2022-11-08 insert address Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019
2022-11-08 insert alias Avantax Insurance Agency SM
2022-11-08 insert alias Avantax Insurance Services SM
2022-11-08 insert index_pages_linkeddomain blucora.com
2022-11-08 update website_status FlippedRobots => OK
2022-07-18 update website_status OK => FlippedRobots
2021-12-15 delete about_pages_linkeddomain sipc.org
2021-12-15 delete alias Avantax Insurance Agency SM
2021-12-15 delete alias Avantax Insurance Services SM
2021-12-15 delete alias Avantax WM Holdings SM
2021-12-15 delete contact_pages_linkeddomain sipc.org
2021-12-15 delete index_pages_linkeddomain sipc.org
2021-12-15 delete management_pages_linkeddomain sipc.org
2021-12-15 delete service_pages_linkeddomain sipc.org
2021-12-15 delete terms_pages_linkeddomain sipc.org
2021-09-24 insert person Suman Aluru
2021-08-24 delete about_pages_linkeddomain pti.com
2021-08-24 delete contact_pages_linkeddomain pti.com
2021-08-24 delete index_pages_linkeddomain pti.com
2021-08-24 delete management_pages_linkeddomain pti.com
2021-08-24 delete service_pages_linkeddomain pti.com
2021-08-24 delete terms_pages_linkeddomain pti.com
2021-08-24 insert about_pages_linkeddomain avantaxppmktg.com
2021-08-24 insert contact_pages_linkeddomain avantaxppmktg.com
2021-08-24 insert index_pages_linkeddomain avantaxppmktg.com
2021-08-24 insert management_pages_linkeddomain avantaxppmktg.com
2021-08-24 insert service_pages_linkeddomain avantaxppmktg.com
2021-08-24 insert terms_pages_linkeddomain avantaxppmktg.com
2021-06-21 insert career_emails hr@blucora.com
2021-06-21 delete person Dave Bellando
2021-06-21 insert about_pages_linkeddomain i2verify.com
2021-06-21 insert email hr@blucora.com
2021-06-21 insert phone 888-458-6319
2021-05-20 delete person Casey Griffin
2021-05-20 insert person Holly Manton
2021-05-20 insert person Mike Pagano
2021-04-05 update website_status IndexPageFetchError => OK
2021-01-26 update website_status OK => IndexPageFetchError
2020-09-28 delete person Naaz Nichols
2020-09-28 delete person Rachel Williams
2019-12-17 insert support_emails cl..@1stglobal.com
2019-12-17 delete email ry..@avantax.com
2019-12-17 delete phone 972-870-6034
2019-12-17 insert email cl..@1stglobal.com
2019-12-17 update person_title Ryan George: Assistant Vice President, Marketing and Communications; Discusses Advisor Technology With Industry Leaders; Media Inquiries => Discusses Advisor Technology With Industry Leaders
2019-04-15 insert president David Knoch
2019-04-15 insert person David Knoch
2019-02-01 insert person Betsy Abney
2018-12-28 delete person Greg Wilson
2018-12-28 delete person Mike Pagano
2018-12-28 delete service_pages_linkeddomain 1stglobalconsulting.com
2018-11-11 insert otherexecutives Jeremy Belfiore
2018-11-11 insert person Jeremy Belfiore
2018-07-27 update person_title Clair Middleton: Consultant; Regulatory Principal Consultant => Senior Advisor; Regulatory Principal Senior Advisor
2018-07-27 update person_title Ryan George: AVP; Media Inquiries; Assistant Vice President of Marketing and Communications => Media Inquiries; Assistant Vice President of Marketing and Communications
2018-06-03 delete source_ip 208.82.210.140
2018-06-03 insert source_ip 208.82.210.145
2018-06-03 update person_description David Knoch => David Knoch
2018-04-12 delete source_ip 216.119.148.51
2018-04-12 insert source_ip 208.82.210.140
2018-01-23 insert index_pages_linkeddomain financialservices.org
2018-01-23 insert index_pages_linkeddomain impactcommunications.org
2018-01-23 insert investor Shelley Schexnayder
2016-07-09 delete index_pages_linkeddomain journalofaccountancy.com
2016-04-11 insert index_pages_linkeddomain journalofaccountancy.com
2016-01-26 delete index_pages_linkeddomain theenergyproject.com
2015-09-27 insert index_pages_linkeddomain theenergyproject.com
2014-10-17 delete contact_pages_linkeddomain google.com