SNOWDEN CAPITAL ADVISORS - History of Changes


DateDescription
2023-08-15 insert person Cole Sonner
2023-07-12 insert managingdirector Doug Gill
2023-07-12 insert management_pages_linkeddomain tinyurl.com
2023-07-12 insert person Doug Gill
2023-07-12 insert phone 603-795-7110
2023-07-12 update person_description John DiCiaccio => John DiCiaccio
2023-07-12 update person_description Leah Thomson Snell => Leah Thomson Snell
2023-07-12 update person_description Michelle Arpin Begina => Michelle Arpin Begina
2023-01-21 delete person Sharon Reese
2023-01-21 insert person Sharon Bowen
2022-11-18 insert person Ashley LaMothe
2022-10-17 insert person Gabbie Shah
2022-09-16 delete managingdirector Phillip I. Pedrena
2022-09-16 delete person Phillip I. Pedrena
2022-09-16 update person_title Aaron Stone: Director of Operations => Director of Operations; Partner
2022-09-16 update person_title Juan Carlos Moreno: Director of International Wealth Advisory, Head of Credit & Lending Solutions, and Member of the Products & Solutions Team for Snowden Lane Partners; Director of International => Director of International Wealth Advisory, Head of Credit & Lending Solutions, and Member of the Products & Solutions Team for Snowden Lane Partners; Director of International; Partner, Director of International Wealth Advisory
2022-09-16 update person_title Matt Seeman: CFO; Managing Director => CFO; Managing Director; Senior Partner
2022-09-16 update person_title Richard West: General Counsel; CCO; Partner => General Counsel; CCO; Partner; Senior Partner
2022-04-14 delete person Ellen E. McAllen
2022-04-14 delete person Kieran Doherty
2021-12-12 update person_title Alison M. Burkett: Senior Partner, Client Experience; Senior Partner, Enterprise Development; Alison M. Burkett Senior Partner, Client Experience => Alison M. Burkett Senior Partner, Managing Director, Head of Enterprise Development; Senior Partner, Managing Director, Head of Enterprise Development; Senior Partner, Enterprise Development; Founding Team Member of Snowden Lane
2021-09-19 insert managingdirector Loretta Manzanares CRPC
2021-09-19 insert person Loretta Manzanares CRPC
2021-07-17 delete management_pages_linkeddomain w3schools.com
2021-06-14 delete contact_pages_linkeddomain wpengine.com
2021-06-14 delete index_pages_linkeddomain wpengine.com
2021-06-14 delete management_pages_linkeddomain wpengine.com
2021-06-14 insert person Brett Pencar
2021-06-14 insert person Douglas Flaherty
2021-06-14 update person_title Cynthia Hewitt: Cynthia Hewitt Senior Partner and Managing Director; Renowned Financial Advisor; Managing Director; Senior Partner => Managing Director; Renowned Financial Advisor; Senior Partner and Managing Director at Snowden Lane Partners; Senior Partner
2021-04-20 insert managingdirector Cynthia Hewitt
2021-04-20 insert management_pages_linkeddomain w3schools.com
2021-04-20 update person_title Cynthia Hewitt: Renowned Financial Advisor => Cynthia Hewitt Senior Partner and Managing Director; Renowned Financial Advisor; Managing Director; Senior Partner
2021-04-20 update website_status FlippedRobots => OK
2021-04-11 update website_status OK => FlippedRobots
2021-02-14 insert person Matty Callahan
2021-02-14 insert person Matty Callhan
2021-01-14 update website_status IndexPageFetchError => OK
2021-01-14 delete managingdirector Francisco Murillo
2021-01-14 delete managingdirector Loretta G. Hoffman CRPC
2021-01-14 insert managingdirector Frank Murillo
2021-01-14 delete person Connor Tendall
2021-01-14 delete person Francisco Murillo
2021-01-14 delete person Loretta G. Hoffman CRPC
2021-01-14 insert management_pages_linkeddomain franktheplanner.com
2021-01-14 insert management_pages_linkeddomain wpengine.com
2021-01-14 insert person Frank Murillo
2021-01-14 update person_description Alberto Bravo => Alberto Bravo Sr.
2021-01-14 update person_description Natalie Kazarian => Natalie Kazarian
2021-01-14 update person_title Alberto Bravo Sr.: Client Relationship Manager, Investment Planning Analyst; Client Relationship Manager and Investment Planning Analyst With the Private Wealth Management Group at Snowden Lane 's Miami => Senior Client Relationship Manager; Client Relationship Manager; Client Relationship Manager, Private Wealth Advisor
2021-01-14 update person_title Natalie Kazarian: Investment and Planning Analyst => Private Wealth Advisor and Sr. Client Relationship Manager
2020-10-15 update website_status OK => IndexPageFetchError
2020-07-10 update person_title Connor Tendall: Registered Client Relationship Manager With the Riverstone Capital Wealth Group; Registered Client Relationship Advisor => Registered Client Relationship Manager With the Riverstone Capital Wealth Group
2020-02-03 update website_status Disallowed => OK
2019-12-04 update website_status FlippedRobots => Disallowed
2019-11-14 update website_status OK => FlippedRobots
2019-10-15 delete person Steven Mnuchin
2019-10-15 insert about_pages_linkeddomain pershing.com
2019-10-15 insert contact_pages_linkeddomain pershing.com
2019-10-15 insert index_pages_linkeddomain pershing.com
2019-10-15 insert management_pages_linkeddomain pershing.com
2019-10-15 insert terms_pages_linkeddomain pershing.com
2019-09-15 insert person Steven Mnuchin
2019-07-14 delete managingdirector Richard West
2019-07-14 delete person Steve Mnuchin
2019-07-14 insert person Richard Ganter
2019-07-14 update person_title Richard West: General Counsel and Chief Compliance Officer ( CCO ) of Snowden Lane; GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR => PARTNER; GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER
2019-06-14 insert person Steve Mnuchin
2019-05-15 delete ticker_symbol GREK
2019-04-13 insert coo Greg Franks
2019-04-13 insert managingdirector Matt Seeman
2019-04-13 delete person Foot Locker
2019-04-13 insert ticker_symbol GREK
2019-04-13 update person_title Greg Franks: Managing Partner and President of Snowden Lane; President; Managing Partner => Chief Operating Officer; Managing Partner, President and COO of Snowden Lane; President; Managing Partner
2019-04-13 update person_title Matt Seeman: Director of Finance => Managing Director; Chief Financial Officer
2019-03-08 delete person Emilia Wickstead With
2019-03-08 delete person Ikram Goldman
2019-03-08 insert person Foot Locker
2019-02-03 insert person Emilia Wickstead With
2019-02-03 insert person Ikram Goldman
2018-12-30 delete ticker_symbol KO
2018-11-13 delete cfo John Sims
2018-11-13 delete managingdirector John Sims
2018-11-13 delete person John Sims
2018-11-13 delete person Laurence Tribe
2018-11-13 insert ticker_symbol KO
2018-09-01 delete address 1-Year-Old Shows Up In Immigration Court The boy, who was brought to the United States
2018-09-01 delete person Best Banks
2018-09-01 delete person Warns Trump
2018-09-01 insert person Laurence Tribe
2018-07-18 delete person Andrea Mitchell
2018-07-18 delete ticker_symbol EOG
2018-07-18 insert address 1-Year-Old Shows Up In Immigration Court The boy, who was brought to the United States
2018-07-18 insert person Best Banks
2018-07-18 insert person Warns Trump
2018-05-22 delete person Scott Devitt
2018-05-22 insert person Andrea Mitchell
2018-05-22 insert ticker_symbol EOG
2018-04-01 delete person Trump Lied
2018-04-01 delete ticker_symbol DBC
2018-04-01 insert person Scott Devitt
2018-02-12 delete address 2017 Marks Turbulent Year For U.S.-Turkey Relations The United States
2018-02-12 delete address U.S. consumer confidence remains near 17-year high Consumer confidence in the United States
2018-02-12 delete person Kim Lankford
2018-02-12 delete source_ip 35.197.52.145
2018-02-12 insert person Trump Lied
2018-02-12 insert source_ip 104.198.107.214
2018-02-12 insert ticker_symbol DBC
2017-12-31 delete person Christy Turlington Burns
2017-12-31 delete source_ip 104.199.118.119
2017-12-31 insert address 2017 Marks Turbulent Year For U.S.-Turkey Relations The United States
2017-12-31 insert address U.S. consumer confidence remains near 17-year high Consumer confidence in the United States
2017-12-31 insert person Kim Lankford
2017-12-31 insert source_ip 35.197.52.145
2017-11-25 delete alias Snowden Account Services, Inc.
2017-11-25 insert person Christy Turlington Burns
2017-10-28 delete address 36 years, four American women - Madison Keys, Venus Wi
2017-10-28 insert person Mario Draghi
2017-10-28 update person_title Alison Murray Burkett: Partner, Managing Director, Head of Enterprise Development => Senior Partner, Managing Director, Head of Enterprise Development; Partner and Managing Director of Enterprise Development
2017-10-28 update person_title John Sims: Managing Director; Chief Financial Officer; Partner => Managing Director; Chief Financial Officer; Senior Partner
2017-09-16 delete person Leanne Brown
2017-09-16 insert address 36 years, four American women - Madison Keys, Venus Wi
2017-08-06 delete ticker_symbol GE
2017-08-06 insert person Leanne Brown
2017-05-23 delete person Robert Bowman
2017-05-23 delete person William Dudley
2017-05-23 delete ticker_symbol SPGRF
2017-05-23 delete ticker_symbol XLB
2017-05-23 insert ticker_symbol GE
2017-05-23 update person_description Donald Trump Signs => Donald Trump
2017-04-05 insert cfo Matt Seeman
2017-04-05 insert president Donald Trump Signs
2017-04-05 delete person Merkel Said
2017-04-05 insert person Donald Trump Signs
2017-04-05 insert person Matt Seeman
2017-04-05 insert person William Dudley
2017-04-05 insert ticker_symbol SPGRF
2017-04-05 insert ticker_symbol XLB
2017-02-09 insert coo Aaron Stone
2017-02-09 delete about_pages_linkeddomain linkedin.com
2017-02-09 delete contact_pages_linkeddomain linkedin.com
2017-02-09 delete index_pages_linkeddomain linkedin.com
2017-02-09 delete source_ip 104.198.103.7
2017-02-09 delete terms_pages_linkeddomain linkedin.com
2017-02-09 insert about_pages_linkeddomain emaplan.com
2017-02-09 insert about_pages_linkeddomain envestnet.com
2017-02-09 insert about_pages_linkeddomain netxinvestor.com
2017-02-09 insert about_pages_linkeddomain vestorly.com
2017-02-09 insert contact_pages_linkeddomain emaplan.com
2017-02-09 insert contact_pages_linkeddomain envestnet.com
2017-02-09 insert contact_pages_linkeddomain netxinvestor.com
2017-02-09 insert index_pages_linkeddomain emaplan.com
2017-02-09 insert index_pages_linkeddomain envestnet.com
2017-02-09 insert index_pages_linkeddomain netxinvestor.com
2017-02-09 insert index_pages_linkeddomain vestorly.com
2017-02-09 insert management_pages_linkeddomain emaplan.com
2017-02-09 insert management_pages_linkeddomain envestnet.com
2017-02-09 insert management_pages_linkeddomain netxinvestor.com
2017-02-09 insert person Merkel Said
2017-02-09 insert person Merrill Edge
2017-02-09 insert source_ip 104.199.118.119
2017-02-09 insert terms_pages_linkeddomain emaplan.com
2017-02-09 insert terms_pages_linkeddomain envestnet.com
2017-02-09 insert terms_pages_linkeddomain netxinvestor.com
2017-02-09 update person_title Aaron Stone: Lane 's Operations Manager; Operations Manager => Lane 's Director of Operations; Director of Operations
2017-01-03 delete source_ip 173.230.139.146
2017-01-03 insert person Juan Carlos Moreno
2017-01-03 insert source_ip 104.198.103.7
2016-11-28 insert managingdirector John Sims
2016-11-28 update person_title John Sims: Chief Financial Officer; Partner => Managing Director; Chief Financial Officer; Partner
2016-07-19 insert chieflegalofficer Richard West
2016-07-19 insert managingdirector Richard West
2016-07-19 insert otherexecutives Richard West
2016-07-19 insert person Aaron Stone
2016-07-19 insert person Richard West
2014-07-24 delete index_pages_linkeddomain envestnet.com
2014-07-24 delete index_pages_linkeddomain snowdenadvisors.com
2014-07-24 delete industry_tag wealth advisory
2014-07-24 delete source_ip 173.193.183.234
2014-07-24 insert index_pages_linkeddomain linkedin.com
2014-07-24 insert index_pages_linkeddomain snowdenlane.com
2014-07-24 insert source_ip 173.230.139.146
2014-05-17 delete address 225 South Lake Avenue Suite 1020 Pasadena, CA 91101
2014-05-17 insert address 225 South Lake Avenue Suite 650 Pasadena, CA 91101
2014-04-19 delete vp Alison Murray
2014-04-19 insert otherexecutives Alison Murray
2014-04-19 update person_title Alison Murray: Vice President; Director, Client Experience & Advisor Transition; Member of the Leadership Team => Director, Client Experience & Advisor Transition; Member of the Leadership Team; Director
2014-03-19 insert contact_pages_linkeddomain snowdenadvisors.com
2014-02-15 update person_description Alison Murray => Alison Murray
2014-02-15 update person_title Alison Murray: Vice President; Vice President, Director of Advisor Transition; Is Director of Advisor Transition; Member of the Leadership Team => Vice President; Director, Client Experience & Advisor Transition; Member of the Leadership Team