EQUITABLE ADVISORS ROCKY MOUNTAINS - History of Changes


DateDescription
2024-05-28 delete personal_emails jo..@equitable.com
2024-05-28 delete personal_emails lu..@equitable.com
2024-05-28 delete personal_emails mi..@equitable.com
2024-05-28 insert personal_emails da..@equitable.com
2024-05-28 insert personal_emails da..@equitable.com
2024-05-28 insert personal_emails ev..@equitable.com
2024-05-28 insert personal_emails ju..@equitable.com
2024-05-28 insert personal_emails me..@equitable.com
2024-05-28 insert personal_emails tr..@equitable.com
2024-05-28 delete person Joseph McDaniel
2024-05-28 delete person Lu Ann Hartley
2024-05-28 delete person Michael Ebel
2024-05-28 delete person Veronica Fierke
2024-05-28 delete person William "Steele" Croswhite
2024-05-28 delete person Zuzana J. Balzerova
2024-05-28 insert person Daniela Pernia
2024-05-28 insert person David Maestas
2024-05-28 insert person Evan Whitington
2024-05-28 insert person Meagan Ballew
2024-05-28 insert person Nicholas Camarella
2024-05-28 insert person Traci Foth
2024-05-28 insert person Willson Venrick
2024-05-28 update person_description Eric Woltkamp => Eric Woltkamp
2024-05-28 update person_title Benjamin Renke: null => Financial Professional
2024-05-28 update person_title Brian Caluori: null => Financial Professional
2024-05-28 update person_title Heather Tripp: null => Financial Professional
2024-05-28 update person_title Lukas Gately: null => Financial Professional
2024-03-22 delete personal_emails mi..@equitable.com
2023-09-21 delete personal_emails al..@equitable.com
2023-09-21 delete personal_emails da..@equitable.com
2023-09-21 delete personal_emails ma..@equitable.com
2023-09-21 delete personal_emails mi..@equitable.com
2023-09-21 delete personal_emails ra..@equitable.com
2023-09-21 insert personal_emails al..@equitable.com
2023-09-21 insert personal_emails je..@equitable.com
2023-09-21 delete person Byron Steel
2023-09-21 delete person Chase Craig
2023-09-21 delete person David Hume
2023-09-21 delete person Jan "JP" Garcia
2023-09-21 delete person Marc Bennett
2023-09-21 delete person Michele Lay
2023-09-21 insert person Alexander "Alex" Duncan
2023-09-21 insert person Jesse Bollinger
2023-09-21 update person_title Noah Brown: Financial Advisor => Wealth Manager
2023-07-09 delete personal_emails ch..@equitable.com
2023-07-09 delete personal_emails re..@equitable.com
2023-07-09 delete person Christopher "Chris" Snyder
2023-07-09 delete person Jared Kopczick
2023-07-09 delete person Reata Beck
2023-05-28 delete personal_emails dy..@equitable.com
2023-05-28 delete personal_emails ki..@equitable.com
2023-05-28 delete personal_emails ok..@equitable.com
2023-05-28 delete personal_emails sh..@equitable.com
2023-05-28 insert personal_emails be..@equitable.com
2023-05-28 insert personal_emails da..@equitable.com
2023-05-28 insert personal_emails ge..@equitable.com
2023-05-28 insert personal_emails th..@equitable.com
2023-05-28 insert vp Daniel Morales
2023-05-28 delete person Chance Dunston
2023-05-28 delete person Dylan Rauh
2023-05-28 delete person Kiara Budd
2023-05-28 delete person Oksana Wood
2023-05-28 delete person Shaun Coleman
2023-05-28 insert person Benjamin Renke
2023-05-28 insert person David Hume
2023-05-28 insert person George Twaha
2023-05-28 insert person Thomas Riggers
2023-05-28 update person_title Daniel Morales: Financial Advisor => Vice President; Financial Advisor; Vice President / Englewood, CO
2023-04-10 delete personal_emails ja..@equitable.com
2023-04-10 delete personal_emails ma..@equitable.com
2023-04-10 insert personal_emails br..@equitable.com
2023-04-10 insert personal_emails no..@equitable.com
2023-04-10 insert personal_emails ro..@equitable.com
2023-04-10 delete person Jared Scheid
2023-04-10 delete person Martin Bjornstad
2023-04-10 insert person Brian Caluori
2023-04-10 insert person Noah Brown
2023-04-10 insert person Rock Mirich
2023-04-10 insert person Zakary Flitter-Bilello
2023-04-10 update person_title Reata Beck: Financial Professional => Financial Advisor
2023-03-03 delete personal_emails ma..@equitable.com
2023-03-03 delete personal_emails mi..@equitable.com
2023-03-03 delete personal_emails tr..@equitable.com
2023-03-03 insert personal_emails ch..@equitable.com
2023-03-03 insert personal_emails ja..@equitable.com
2023-03-03 insert personal_emails jo..@equitable.com
2023-03-03 insert personal_emails ki..@equitable.com
2023-03-03 insert personal_emails ma..@equitable.com
2023-03-03 insert personal_emails re..@equitable.com
2023-03-03 delete person Mathew Brymer
2023-03-03 delete person Michael McGovern
2023-03-03 delete person Trever Peterson
2023-03-03 insert person Christopher "Chris" Snyder
2023-03-03 insert person Erin Stockmyer
2023-03-03 insert person James Towle
2023-03-03 insert person Jared Kopczick
2023-03-03 insert person John Oury
2023-03-03 insert person Kiara Budd
2023-03-03 insert person Mark Christensen
2023-03-03 insert person Reata Beck
2023-01-18 delete person Alexander Macfarlane-Smith
2023-01-18 delete person Richard "Rick" A. Bregger
2022-12-01 delete personal_emails ra..@equitable.com
2022-12-01 insert personal_emails dy..@equitable.com
2022-12-01 insert personal_emails jo..@equitable.com
2022-12-01 insert personal_emails lu..@equitable.com
2022-12-01 insert personal_emails ma..@equitable.com
2022-12-01 insert personal_emails ma..@equitable.com
2022-12-01 insert personal_emails ok..@equitable.com
2022-12-01 delete person Ryan Roth
2022-12-01 insert person Chase Craig
2022-12-01 insert person Dylan Rauh
2022-12-01 insert person Jordan Giger
2022-12-01 insert person Lukas Gately
2022-12-01 insert person Marc Bennett
2022-12-01 insert person Martin Bjornstad
2022-12-01 insert person Oksana Wood
2022-10-17 delete personal_emails am..@equitable.com
2022-10-17 delete personal_emails de..@equitable.com
2022-10-17 delete personal_emails se..@equitable.com
2022-10-17 delete personal_emails to..@equitable.com
2022-10-17 insert vp Mark T. Anderson
2022-10-17 delete person Amanda Geary
2022-10-17 delete person Deborah "Debbie" L. O'Neil
2022-10-17 delete person Ryan Bailey
2022-10-17 delete person Sean M. Lorenz
2022-10-17 delete person Shane D. Feiman
2022-10-17 delete person Todd Bower
2022-10-17 insert person Brady Christensen
2022-10-17 insert person Joseph "Joey" Yurglich
2022-10-17 update person_title Daniel F. Megnin: Financial Advisor at Assured Equity Management Corporation => Financial Advisor
2022-10-17 update person_title Mark T. Anderson: Financial Professional => Vice President; Financial Professional; Financial Professional / Vice President; Vice President / Salt Lake City, UT
2022-08-04 insert personal_emails br..@equitable.com
2022-08-04 insert personal_emails jo..@equitable.com
2022-08-04 insert vp Brian Lynch
2022-08-04 insert person Brian Lynch
2022-08-04 insert person Joseph McDaniel
2022-07-02 delete personal_emails ja..@equitable.com
2022-05-30 delete otherexecutives Christopher Reese
2022-05-30 delete personal_emails ch..@equitable.com
2022-05-30 delete personal_emails ju..@equitable.com
2022-05-30 insert personal_emails ma..@equitable.com
2022-05-30 insert personal_emails mi..@equitable.com
2022-05-30 delete person Christopher Reese
2022-05-30 insert person Mathew Brymer
2022-05-30 insert person Mathieu Niehues
2022-05-30 insert person Michael Hill
2021-09-24 insert otherexecutives Christopher Reese
2021-09-24 insert personal_emails ch..@equitable.com
2021-09-24 insert person Christopher Reese
2021-09-24 update person_description Andy Rhoads => Andy Rhoads
2020-04-03 delete evp Mark Neely
2020-04-03 update person_title Mark Neely: President - West Region; Executive Vice President => Executive Vice President - Rocky Mountain Branch, President - West Region