KIMSA - History of Changes


DateDescription
2024-04-08 delete source_ip 172.67.220.31
2024-04-08 delete source_ip 104.21.24.194
2024-04-08 insert source_ip 160.153.0.66
2022-12-04 delete person Cheyne Sorensen
2022-12-04 delete person Chris Quandt
2022-12-04 delete person John Pereira
2022-12-04 delete person Kelly Soergel
2022-12-04 delete person Pete Fry
2022-12-04 delete person Yolanda Evans
2022-06-26 update website_status DomainNotFound => OK
2022-05-25 update website_status OK => DomainNotFound
2022-03-24 delete email te..@kimsawealth.com
2022-03-24 delete fax (503) 303-0919
2022-03-24 delete index_pages_linkeddomain caprivacy.org
2022-03-24 delete index_pages_linkeddomain emaplan.com
2022-03-24 delete index_pages_linkeddomain finra.org
2022-03-24 delete index_pages_linkeddomain linkedin.com
2022-03-24 delete index_pages_linkeddomain sec.gov
2022-03-24 delete source_ip 104.16.65.197
2022-03-24 delete source_ip 104.16.66.197
2022-03-24 delete source_ip 104.16.67.197
2022-03-24 delete source_ip 104.16.68.197
2022-03-24 delete source_ip 104.16.69.197
2022-03-24 insert index_pages_linkeddomain dwelltekagency.com
2022-03-24 insert source_ip 172.67.220.31
2022-03-24 insert source_ip 104.21.24.194
2021-12-22 delete email sm..@kimsawealth.com
2021-12-22 delete person Susie Munds
2021-12-22 insert email bf..@kimsawealth.com
2021-12-22 insert person Brad Fiene
2021-12-22 update person_title Chris Quandt: Project Manager => Business Relationship Manager
2021-12-22 update person_title Kelly Soergel: Client Experience Specialist => Client Relationship Support
2021-12-22 update person_title Yolanda Evans: Client Experience Manager => Director of Insurance Underwriting
2021-09-08 insert email sm..@kimsawealth.com
2021-09-08 insert person Susie Munds
2021-06-05 insert email ch..@kimsagroup.com
2021-06-05 insert email ks..@kimsawealth.com
2021-06-05 insert person Chris Quandt
2021-06-05 insert person Kelly Soergel
2021-04-08 delete email js..@kimsawealth.com
2021-04-08 delete email nb..@kimsawealth.com
2021-04-08 delete email pf..@kimsawealth.com
2021-04-08 delete email sb..@kimsawealth.com
2021-04-08 delete person Jeffrey Stoss
2021-04-08 delete person Nathan Brown
2021-04-08 delete person Patrick Franck
2021-04-08 delete person Scott Berry
2021-04-08 update person_title Pete Fry: Paraplanner => Financial Planning Support
2021-01-28 delete about_pages_linkeddomain sipc.org
2021-01-28 delete address 13190 SW 68th Pkwy Suite 100 Portland, OR 97223
2021-01-28 delete contact_pages_linkeddomain sipc.org
2021-01-28 delete email ks..@kimsawealth.com
2021-01-28 delete index_pages_linkeddomain sipc.org
2021-01-28 delete management_pages_linkeddomain sipc.org
2021-01-28 delete person Kindra Skrydlak
2021-01-28 delete person Mikel Vanpelt
2021-01-28 delete service_pages_linkeddomain sipc.org
2021-01-28 insert about_pages_linkeddomain linkedin.com
2021-01-28 insert about_pages_linkeddomain sec.gov
2021-01-28 insert address 13190 SW 68th Pkwy Ste 100 Portland, OR 97223
2021-01-28 insert alias Kimsa Asset Management LLC
2021-01-28 insert alias Kimsa LLC
2021-01-28 insert contact_pages_linkeddomain linkedin.com
2021-01-28 insert contact_pages_linkeddomain sec.gov
2021-01-28 insert email cs..@kimsawealth.com
2021-01-28 insert email mc..@kimsawealth.com
2021-01-28 insert email pf..@kimsawealth.com
2021-01-28 insert index_pages_linkeddomain linkedin.com
2021-01-28 insert index_pages_linkeddomain sec.gov
2021-01-28 insert management_pages_linkeddomain sec.gov
2021-01-28 insert person Cheyne Sorensen
2021-01-28 insert person Pete Fry
2021-01-28 insert service_pages_linkeddomain linkedin.com
2021-01-28 insert service_pages_linkeddomain sec.gov
2021-01-28 update person_description John Pereira => John Pereira
2021-01-28 update person_title John Pereira: Registered Agent => Financial Advisor
2021-01-28 update person_title Nathan Brown: Financial Advisor, MBA, CFP®, ChFC®, CLU®, RICP® => null
2021-01-28 update person_title Patrick Franck: Financial Advisor => Registered Agent
2021-01-28 update person_title Scott Berry: Financial Advisor => Registered Agent
2021-01-28 update person_title Tyler Cook: Owner; Founder; Financial Advisor; Advisor => Owner; Founder; Financial Advisor; Founding Partner
2021-01-28 update primary_contact 13190 SW 68th Pkwy Suite 100 Portland, OR 97223 => 13190 SW 68th Pkwy Ste 100 Portland, OR 97223
2020-07-13 delete email sa..@kimsawealth.com
2020-07-13 delete person Stephanie Aggrey
2020-07-13 update person_title Nathan Brown: Financial Advisor, MBA, ChFC®, RICP® => Financial Advisor, MBA, CFP®, ChFC®, CLU®, RICP®
2020-02-07 delete cmo Luke Adams
2020-02-07 delete email la..@kimsawealth.com
2020-02-07 delete person Luke Adams
2020-01-07 insert about_pages_linkeddomain caprivacy.org
2020-01-07 insert alias California Consumer
2020-01-07 insert contact_pages_linkeddomain caprivacy.org
2020-01-07 insert index_pages_linkeddomain caprivacy.org
2020-01-07 insert management_pages_linkeddomain caprivacy.org
2020-01-07 insert service_pages_linkeddomain caprivacy.org
2019-11-07 update person_title Nathan Brown: Financial Advisor => Financial Advisor, MBA, ChFC®, RICP®
2019-09-04 insert email sa..@kimsawealth.com
2019-09-04 insert person Stephanie Aggrey
2019-08-05 insert cmo Luke Adams
2019-08-05 insert email la..@kimsawealth.com
2019-08-05 insert person Luke Adams
2019-08-05 update person_description John Pereira => John Pereira
2019-08-05 update person_description Mikel Vanpelt => Mikel Vanpelt
2019-04-02 delete email sh..@kimsawealth.com
2019-04-02 delete person Mikel Van Pelt
2019-04-02 delete person Steve Hopkins
2019-04-02 insert address 13190 SW 68th Pkwy Suite 100 Portland, OR 97223
2019-04-02 insert email jp..@kimsawealth.com
2019-04-02 insert email js..@kimsawealth.com
2019-04-02 insert email pf..@kimsawealth.com
2019-04-02 insert email sb..@kimsawealth.com
2019-04-02 insert email ye..@kimsawealth.com
2019-04-02 insert fax (503) 303-0919
2019-04-02 insert person Jeffrey Stoss
2019-04-02 insert person John Pereira
2019-04-02 insert person Mikel Vanpelt
2019-04-02 insert person Patrick Franck
2019-04-02 insert person Scott Berry
2019-04-02 insert person Yolanda Evans
2019-04-02 update person_title Tyler Cook: Owner; Founder; Financial Advisor => Owner; Founder; Financial Advisor; Advisor
2019-01-16 update website_status EmptyPage => OK