VISIONPOINT ADVISORY GROUP - History of Changes


DateDescription
2024-04-07 delete ceo John Hoffman
2024-04-07 insert chiefinvestmentofficer Scott Zachary
2024-04-07 insert coo Nancy Williamson
2024-04-07 insert cto Douglas Gill
2024-04-07 delete about_pages_linkeddomain caprivacy.org
2024-04-07 delete about_pages_linkeddomain orionadvisor.com
2024-04-07 delete address 10 N. Broadway Ste 102 Watertown, SD 57201
2024-04-07 delete address 3544 Crow Creek Rd Davenport, IA 52807 Sioux Falls, South Dakota
2024-04-07 delete address 3544 Crow Rd Davenport, IA 52807 Sioux Falls, South Dakota
2024-04-07 delete address 4450 Excelsior Blvd Ste 460 St Louis Park, MN 55416 Watertown, South Dakota
2024-04-07 delete address 5001 Spring Valley Rd Ste 200W Dallas, TX 75244
2024-04-07 delete address 6045 S. Louise Ave Ste 201 Sioux Falls, SD 57108 St. Louis Park, Minnesota
2024-04-07 delete address 8111 Preston Rd Ste 500 Dallas, TX 75225
2024-04-07 delete contact_pages_linkeddomain caprivacy.org
2024-04-07 delete contact_pages_linkeddomain orionadvisor.com
2024-04-07 delete email ah..@vpadvisor.com
2024-04-07 delete email bn..@vpadvisor.com
2024-04-07 delete email bs..@vpadvisor.com
2024-04-07 delete email bv..@vpadvisor.com
2024-04-07 delete email cd..@vpadvisor.com
2024-04-07 delete email db..@vpadvisor.com
2024-04-07 delete email db..@vpadvisor.com
2024-04-07 delete email dr..@vpadvisor.com
2024-04-07 delete email eh..@vpadvisor.com
2024-04-07 delete email ep..@vpadvisor.com
2024-04-07 delete email es..@vpadvisor.com
2024-04-07 delete email ew..@vpadvisor.com
2024-04-07 delete email jh..@vpadvisor.com
2024-04-07 delete email jk..@vpadvisor.com
2024-04-07 delete email jl..@vpadvisor.com
2024-04-07 delete email jm..@vpadvisor.com
2024-04-07 delete email jt..@vpadvisor.com
2024-04-07 delete email jw..@vpadvisor.com
2024-04-07 delete email ke..@vpadvisor.com
2024-04-07 delete email kj..@vpadvisor.com
2024-04-07 delete email lr..@vpadvisor.com
2024-04-07 delete email ls..@vpadvisor.com
2024-04-07 delete email mb..@vpadvisor.com
2024-04-07 delete email nw..@vpadvisor.com
2024-04-07 delete email pp..@vpadvisor.com
2024-04-07 delete email rd..@vpadvisor.com
2024-04-07 delete email se..@vpadvisor.com
2024-04-07 delete email sm..@vpadvisor.com
2024-04-07 delete email th..@vpadvisor.com
2024-04-07 delete email vg..@vpadvisor.com
2024-04-07 delete index_pages_linkeddomain caprivacy.org
2024-04-07 delete index_pages_linkeddomain orionadvisor.com
2024-04-07 delete index_pages_linkeddomain wpengine.com
2024-04-07 delete person Austin Harris
2024-04-07 delete person Lance Simpson
2024-04-07 delete person Lee Rycraft
2024-04-07 delete phone (602) 370-8743
2024-04-07 delete phone 214-551-9649
2024-04-07 delete phone 256.652.1469
2024-04-07 delete phone 303-909-0094
2024-04-07 delete phone 406-414-6881
2024-04-07 delete phone 469-965-3009
2024-04-07 delete phone 563-345-6880 ext 7001
2024-04-07 delete phone 563.345.6880
2024-04-07 delete phone 605-201-5062
2024-04-07 delete phone 605-359-8787
2024-04-07 delete phone 605-878-4111
2024-04-07 delete phone 605-881-3785
2024-04-07 delete phone 605-884-6132
2024-04-07 delete phone 612-310-3344
2024-04-07 delete phone 612.963.5320
2024-04-07 delete phone 952-395-1987
2024-04-07 delete phone 952-495-2093
2024-04-07 delete phone 952-777-3141
2024-04-07 delete phone 952-777-3143
2024-04-07 delete phone 952-777-3359
2024-04-07 delete phone 952-777-3360
2024-04-07 delete phone 952.777.3144
2024-04-07 delete phone 972-361-1001
2024-04-07 delete phone 972-361-1001 ext 6001
2024-04-07 delete phone 972-361-1001 ext 6002
2024-04-07 delete phone 972-361-1001 ext 6009
2024-04-07 delete phone 972-361-1001 ext 6012
2024-04-07 delete phone 972-361-1003
2024-04-07 delete source_ip 172.67.133.184
2024-04-07 delete source_ip 104.21.5.185
2024-04-07 insert person Alicia Upton
2024-04-07 insert person Cassidy Larson
2024-04-07 insert person Christina Steigauf
2024-04-07 insert person David Fajardo
2024-04-07 insert person Domonique Lockridge
2024-04-07 insert person Douglas Gill
2024-04-07 insert person Mark Greene
2024-04-07 insert person Mark Oswald
2024-04-07 insert person Nick Scott
2024-04-07 insert person Scott Bradbury
2024-04-07 insert person Scott Zachary
2024-04-07 insert source_ip 141.193.213.11
2024-04-07 insert source_ip 141.193.213.10
2024-04-07 update person_description Tom Hannon => Tom Hannon
2024-04-07 update person_title Bailey Vansickle: Financial Consultant => Wealth Advisor; Financial Wellness Coach / Wealth Advisory / South Dakota
2024-04-07 update person_title Brad Neugebauer: Partner, VP Private Wealth Consultant => Member of the South Dakota Team; Private Wealth Advisor; Wealth Advisory
2024-04-07 update person_title Brian Smith: Partner, SVP Private Wealth Consultant; Wealth Consultant => CFP®, CRPC®, MBA / Director of Financial Planning
2024-04-07 update person_title Dalton Richards: Financial Consultant - Sioux Falls, South Dakota; Financial Consultant => null
2024-04-07 update person_title Dan Berve: Key Member; Financial Consultant => Wealth Advisor; Financial Wellness Coach / Wealth Advisory / Colorado
2024-04-07 update person_title Ellie Haylund: Client Experience Associate => Operations; Client Service Associate
2024-04-07 update person_title Emory Smith: Partner, Insurance => Director of Insurance; Member of the Arizona Team
2024-04-07 update person_title Erika Wood: Partner, SVP Private Wealth Consultant => Key Member; Director of Wealth Management
2024-04-07 update person_title JW Waggoner: Partner, SVP National Consulting Group => Member of the South Dakota Team; Business Development; Member of the Arizona Team; Member of the Texas Team
2024-04-07 update person_title Jacinta Thompson: VP Retirement Plan Consultant => Member of the Texas Team
2024-04-07 update person_title Jacki Kolkman: Private Wealth Consultant; Private Wealth Consultant - St. Louis Park, Minnesota => Financial Wellness Coach / Wealth Advisory / Minnesota; Private Wealth Advisor; Member of the Arizona Team
2024-04-07 update person_title James Mars: CEO; Partner => Executive; CEO
2024-04-07 update person_title John Hoffman: President; Managing Partner => Executive Team; President
2024-04-07 update person_title Julie Lang: Client Service Associate => Operations; Client Service Associate
2024-04-07 update person_title Kenia Jones: Associate; Executive => Corporate Solutions Associate; Corporate Solutions
2024-04-07 update person_title Mike Bernier: Financial Wellness Coach => Wealth Advisor; Financial Wellness Coach / Wealth Advisory / Texas
2024-04-07 update person_title Nancy Williamson: Managing Director of Operations => Director of Operations
2024-04-07 update person_title Pete Peterson: Partner, SVP Workplace Solutions Group => Corporate Solutions Consultant
2024-04-07 update person_title Richard Bjorklund: Partner, VP Private Wealth Consultant => Insurance Consultant
2024-04-07 update person_title Robin DeHoyos: Client Service Associate => Wealth Coordinator
2024-04-07 update person_title Scott Munger: Partner, SVP Private Wealth Consultant => Member of the South Dakota Team; Private Wealth Advisor
2024-04-07 update person_title Stephanie Elton: Business Development Manager => Chief of Staff
2024-04-07 update person_title Tom Hannon: Financial Consultant => Wealth Advisory; Financial Planning Consultant
2024-04-07 update person_title Veronica Germann: Client Service Manager => Client Services Manager
2024-04-07 update robots_txt_status www.vpadvisor.com: 200 => 404
2023-09-26 insert address 8111 Preston Rd Ste 500 Dallas, TX 75225
2023-05-24 insert about_pages_linkeddomain emaplan.com
2023-05-24 insert contact_pages_linkeddomain emaplan.com
2023-05-24 insert email db..@vpadvisor.com
2023-05-24 insert index_pages_linkeddomain emaplan.com
2023-05-24 insert management_pages_linkeddomain emaplan.com
2023-05-24 insert person Dan Berve
2023-05-24 insert phone 612.963.5320
2023-05-24 update person_title Brad Neugebauer: Senior Financial Consultant => Partner, VP Private Wealth Consultant
2023-05-24 update person_title Brian Smith: Wealth Consultant; SVP Private Wealth Consultant => Partner, SVP Private Wealth Consultant; Wealth Consultant
2023-03-27 insert ceo John Hoffman
2023-03-27 insert president John Hoffman
2023-03-27 delete email da..@lpl.com
2023-03-27 delete email dl..@vpadvisor.com
2023-03-27 delete email km..@vpadvisor.com
2023-03-27 delete email rk..@vpadvisor.com
2023-03-27 delete email sp..@vpadvisor.com
2023-03-27 delete email tt..@vpadvisor.com
2023-03-27 delete person Denise Lindstrom
2023-03-27 delete person Erin Powell
2023-03-27 delete person Kristie Marshall-Snodgrass
2023-03-27 delete person Ryan Krome
2023-03-27 delete person Stephanie Pagel
2023-03-27 delete person Tim Thurston
2023-03-27 delete phone 406-404-1731
2023-03-27 delete phone 469-998-2371
2023-03-27 delete phone 563-345-6880 ext 7000
2023-03-27 delete phone 605-770-3190
2023-03-27 delete phone 972-361-1001 ext 6022
2023-03-27 insert email dr..@vpadvisor.com
2023-03-27 insert email es..@vpadvisor.com
2023-03-27 insert email jk..@vpadvisor.com
2023-03-27 insert email ke..@vpadvisor.com
2023-03-27 insert email mb..@vpadvisor.com
2023-03-27 insert email se..@vpadvisor.com
2023-03-27 insert person Emory Smith
2023-03-27 insert person Erin Ovre
2023-03-27 insert person Jacki Kolkman
2023-03-27 insert person Katie Enloe
2023-03-27 insert person Mike Bernier
2023-03-27 insert person Stephanie Elton
2023-03-27 insert phone (602) 370-8743
2023-03-27 insert phone 256.652.1469
2023-03-27 insert phone 406-414-6881
2023-03-27 insert phone 952.777.3144
2023-03-27 update person_description Brian Smith => Brian Smith
2023-03-27 update person_description Erika Wood => Erika Wood
2023-03-27 update person_description Scott Munger => Scott Munger
2023-03-27 update person_title John Hoffman: Partner, EVP National Consulting Group => President; Managing Partner
2022-10-01 delete about_pages_linkeddomain sipc.org
2022-10-01 delete contact_pages_linkeddomain sipc.org
2022-10-01 delete email bj..@vpadvisor.com
2022-10-01 delete email ek..@vpadvisor.com
2022-10-01 delete email jo..@vpadvisor.com
2022-10-01 delete email rh..@vpadvisor.com
2022-10-01 delete index_pages_linkeddomain sipc.org
2022-10-01 delete management_pages_linkeddomain sipc.org
2022-10-01 delete person Bryan Jackson
2022-10-01 delete person Eric Kautzman
2022-10-01 delete person John Onufreiczuk
2022-10-01 delete person Rebekah Hilton
2022-10-01 delete phone 214-382-4751
2022-10-01 delete phone 702-726-0697
2022-10-01 delete phone 952-395-2258
2022-10-01 delete phone 972-361-1001 ext 6005
2022-10-01 delete phone 972-361-1001 ext 6007
2022-10-01 insert address 17250 Dallas Parkway Dallas, TX 75248
2022-10-01 insert email lr..@vpadvisor.com
2022-10-01 insert person Lee Rycraft
2022-10-01 insert phone 605-201-5062
2022-06-10 delete source_ip 34.69.33.254
2022-06-10 insert source_ip 172.67.133.184
2022-06-10 insert source_ip 104.21.5.185
2022-06-10 update robots_txt_status www.vpadvisor.com: 404 => 200
2022-03-10 delete cfo Brian Wing
2022-03-10 delete president Brian Wing
2022-03-10 delete email bw..@vpadvisor.com
2022-03-10 delete email lr..@vpadvisor.com
2022-03-10 delete person Brian Wing
2022-03-10 delete person Lee Rycraft
2022-03-10 delete phone 972-361-1004
2022-03-10 insert email ah..@vpadvisor.com
2022-03-10 insert index_pages_linkeddomain wpengine.com
2022-03-10 insert person Austin Harris
2022-03-10 insert phone 972-361-1001 ext 6009
2022-03-10 update person_title Bryan Jackson: VP Private Wealth Consultant => null
2022-03-10 update person_title Denise Lindstrom: Associate; Executive Assistant => Assistant Manager of Operations; Executive Assistant
2021-12-05 delete source_ip 104.16.65.197
2021-12-05 delete source_ip 104.16.66.197
2021-12-05 delete source_ip 104.16.67.197
2021-12-05 delete source_ip 104.16.68.197
2021-12-05 delete source_ip 104.16.69.197
2021-12-05 insert source_ip 34.69.33.254
2021-12-05 update robots_txt_status www.vpadvisor.com: 200 => 404
2021-09-06 delete email em..@vpadvisor.com
2021-09-06 delete email mk..@vpadvisor.com
2021-09-06 delete person Erin Murray
2021-09-06 delete person Jesus Torres
2021-09-06 delete person Melissa Keller
2021-09-06 insert email ah..@vpadvisor.com
2021-09-06 insert email ek..@vpadvisor.com
2021-09-06 insert email ep..@vpadvisor.com
2021-09-06 insert email jo..@vpadvisor.com
2021-09-06 insert email ls..@vpadvisor.com
2021-09-06 insert email ma..@vpadvisor.com
2021-09-06 insert person Austin Harris
2021-09-06 insert person Eric Kautzman
2021-09-06 insert person Erin Powell
2021-09-06 insert person John Onufreiczuk
2021-09-06 insert person Lance Simpson
2021-09-06 insert person Mendy Adams
2021-07-28 delete email ap..@vpadvisor.com
2021-07-28 delete email me..@vpadvisor.com
2021-07-28 delete person Adam Prewett
2021-07-28 delete person Maria Eriksen
2021-06-23 delete email mt..@vpadvisor.com
2021-06-23 delete email tr..@lpl.com
2021-06-23 delete person Mary Taft
2021-06-23 delete person Troy Miller
2021-06-23 insert about_pages_linkeddomain myaccountviewonline.com
2021-06-23 insert career_pages_linkeddomain myaccountviewonline.com
2021-06-23 insert contact_pages_linkeddomain myaccountviewonline.com
2021-06-23 insert email cd..@vpadvisor.com
2021-06-23 insert email jt..@vpadvisor.com
2021-06-23 insert email rh..@vpadvisor.com
2021-06-23 insert email sp..@vpadvisor.com
2021-06-23 insert index_pages_linkeddomain myaccountviewonline.com
2021-06-23 insert management_pages_linkeddomain myaccountviewonline.com
2021-06-23 insert person Christine Dolney
2021-06-23 insert person Jesus Torres
2021-06-23 insert person Rebekah Hilton
2021-06-23 insert person Stephanie Pagel
2021-06-23 insert solution_pages_linkeddomain myaccountviewonline.com
2021-06-23 update person_description Erin Murray => Erin Murray
2021-06-23 update person_title Melissa Keller: Manager Talent Integration => Operations Manager
2021-04-24 delete email de..@deslawealth.com
2021-04-24 delete email md..@vpadvisor.com
2021-04-24 delete email mr..@vpadvisor.com
2021-04-24 delete person Dean Khatib
2021-04-24 delete person Marvin Deaver
2021-04-24 delete person Michael Romig
2021-01-31 delete personal_emails na..@lpl.com
2021-01-31 delete email bb..@vpadvisor.com
2021-01-31 delete email bh..@vpadvisor.com
2021-01-31 delete email jc..@vpadvisor.com
2021-01-31 delete email na..@lpl.com
2021-01-31 delete person Beth Brinkman
2021-01-31 delete person Bryant Hayes
2021-01-31 delete person John Cottrell
2021-01-31 delete person Nate Fichter
2021-01-31 insert email me..@vpadvisor.com
2021-01-31 insert email mt..@vpadvisor.com
2021-01-31 insert person Maria Eriksen
2021-01-31 insert person Mary Taft
2021-01-31 update person_description Bailey Vansickle => Bailey Vansickle
2021-01-31 update person_title Ellie Haylund: Marketing Associate => Client Service Associate
2021-01-31 update person_title Erin Murray: Assistant; Financial Advisor => Client Service Associate
2021-01-31 update person_title Julie Lang: Client Services Associate => Client Service Associate
2021-01-31 update person_title Katie Bjorklund: Financial Advisor => Financial Consultant
2021-01-31 update person_title Kristie Marshall-Snodgrass: Branch Operations Manager => Client Service Associate
2021-01-31 update person_title Melissa Keller: Manager of Advisor Transitions => Manager Talent Integration
2021-01-31 update person_title Ryan Krome: Financial Advisor => Retirement Plan Consultant
2021-01-31 update person_title Scott M. Munger: Partner / Senior Financial Consultant => Partner, SVP Private Wealth Consultant
2021-01-31 update person_title Veronica Germann: Client Services Manager => Client Service Manager
2020-10-09 delete evp Andrew Susanin
2020-10-09 delete email as..@vpadvisor.com
2020-10-09 delete email ch..@vpadvisor.com
2020-10-09 delete email dr..@vpadvisor.com
2020-10-09 delete email kg..@vpadvisor.com
2020-10-09 delete email lk..@vpadvisor.com
2020-10-09 delete email pm..@vpadvisor.com
2020-10-09 delete email wt..@vpadvisor.com
2020-10-09 delete person Andrew Susanin
2020-10-09 delete person Christopher Hanson
2020-10-09 delete person Dana Rausch
2020-10-09 delete person Kevin Gleason
2020-10-09 delete person Laurie Ketterling
2020-10-09 delete person Pat McCabe
2020-10-09 delete person Weston Teter
2020-10-09 insert email db..@vpadvisor.com
2020-10-09 insert email eh..@vpadvisor.com
2020-10-09 insert email ew..@vpadvisor.com
2020-10-09 insert email jl..@vpadvisor.com
2020-10-09 insert email kb..@vpadvisor.com
2020-10-09 insert email vg..@vpadvisor.com
2020-10-09 insert person Dick Bjorklund
2020-10-09 insert person Ellie Haylund
2020-10-09 insert person Erika Wood
2020-10-09 insert person Julie Lang
2020-10-09 insert person Katie Bjorklund
2020-10-09 insert person Veronica Germann
2020-07-28 delete evp David Suntken
2020-07-28 delete email ds..@vpadvisor.com
2020-07-28 delete email ts..@vpadvisor.com
2020-07-28 delete person David Suntken
2020-07-28 delete person Ted Smith
2020-07-28 insert email th..@vpadvisor.com
2020-07-28 insert person Tom Hannon
2020-06-26 insert email md..@vpadvisor.com
2020-06-26 insert person Marvin Deaver
2020-02-24 delete email bd..@vpadvisor.com
2020-02-24 delete person Beth Denker
2020-01-25 insert about_pages_linkeddomain caprivacy.org
2020-01-25 insert alias California Consumer
2020-01-25 insert career_pages_linkeddomain caprivacy.org
2020-01-25 insert contact_pages_linkeddomain caprivacy.org
2020-01-25 insert email km..@vpadvisor.com
2020-01-25 insert email wt..@vpadvisor.com
2020-01-25 insert index_pages_linkeddomain caprivacy.org
2020-01-25 insert management_pages_linkeddomain caprivacy.org
2020-01-25 insert person Kristie Marshall-Snodgrass
2020-01-25 insert person Weston Teter
2020-01-25 insert solution_pages_linkeddomain caprivacy.org
2020-01-25 update person_description Brian S. Smith => Brian S. Smith
2020-01-25 update person_title Nancy Williamson: Executive Assistant => Managing Director of Operations
2019-12-23 delete email hm..@vpadvisor.com
2019-12-23 delete email jp..@vpadvisor.com
2019-12-23 delete email nc..@vpadvisor.com
2019-12-23 delete person Heather Minner
2019-12-23 delete person Jonathan C. Pearson
2019-12-23 delete person Nick Capobianco
2019-12-23 insert email ds..@vpadvisor.com
2019-12-23 insert person Damon Schimming