| Date | Description |
|---|
| 2024-04-09 |
insert about_pages_linkeddomain linktr.ee |
| 2024-04-09 |
insert contact_pages_linkeddomain linktr.ee |
| 2024-04-09 |
insert index_pages_linkeddomain linktr.ee |
| 2024-04-09 |
insert management_pages_linkeddomain linktr.ee |
| 2024-04-09 |
insert person Douglas Miller |
| 2024-04-09 |
insert service_pages_linkeddomain linktr.ee |
| 2024-04-09 |
update person_title Dominica Valdivieso: Administrator => Client Care Specialist |
| 2024-03-09 |
delete address 9375 E Shea Blvd Ste 101
Scottsdale, AZ 85260 |
| 2024-03-09 |
delete address 9375 East Shea Boulevard Suite 101 Scottsdale, AZ 85260 |
| 2024-03-09 |
delete person Matt Sanford |
| 2024-03-09 |
insert address 14300 North Northsight Blvd.
Ste. 120
Scottsdale, AZ 85260 |
| 2024-03-09 |
insert address 14300 North Northsight Blvd., Suite 120, Scottsdale, AZ 85260 |
| 2024-03-09 |
insert person Hayden Santos |
| 2024-03-09 |
insert person Kim Trinh |
| 2024-03-09 |
insert person Leana Witmer |
| 2024-03-09 |
insert person Matson Money |
| 2024-03-09 |
insert person Monica Boulter |
| 2024-03-09 |
insert person Travis Eiklor |
| 2024-03-09 |
update person_title Kai Jacobs: Life Insurance & Living Benefits Advisor => Investment Advisor; Representative |
| 2024-03-09 |
update primary_contact 9375 East Shea Boulevard Suite 101 Scottsdale, AZ 85260 => 14300 North Northsight Blvd., Suite 120, Scottsdale, AZ 85260 |
| 2023-08-28 |
delete person David Preston |
| 2023-08-28 |
insert about_pages_linkeddomain sec.gov |
| 2023-08-28 |
insert contact_pages_linkeddomain sec.gov |
| 2023-08-28 |
insert index_pages_linkeddomain sec.gov |
| 2023-08-28 |
insert management_pages_linkeddomain sec.gov |
| 2023-08-28 |
insert person Kathryn Smith |
| 2023-08-28 |
insert person Urenna Okoye |
| 2023-08-28 |
insert service_pages_linkeddomain sec.gov |
| 2023-05-03 |
delete office_emails do..@cspfgllc.com |
| 2023-05-03 |
delete email ac..@rrdinvestments.com |
| 2023-05-03 |
delete email bc..@legacybuildergroup.com |
| 2023-05-03 |
delete email cp..@cspfgllc.com |
| 2023-05-03 |
delete email cr..@cspfgllc.com |
| 2023-05-03 |
delete email cs..@cspfgllc.com |
| 2023-05-03 |
delete email da..@cspfgllc.com |
| 2023-05-03 |
delete email do..@cspfgllc.com |
| 2023-05-03 |
delete email fg..@cspfgllc.com |
| 2023-05-03 |
delete email fw..@cspfgllc.com |
| 2023-05-03 |
delete email gh..@cspfgllc.com |
| 2023-05-03 |
delete email hl..@cspfgllc.com |
| 2023-05-03 |
delete email ja..@cspfgllc.com |
| 2023-05-03 |
delete email jc..@legacybuildergroup.com |
| 2023-05-03 |
delete email jm..@cspfgllc.com |
| 2023-05-03 |
delete email jo..@cgrp808.com |
| 2023-05-03 |
delete email ka..@cspfgllc.com |
| 2023-05-03 |
delete email ma..@cspfgllc.com |
| 2023-05-03 |
delete email mf..@cspfgllc.com |
| 2023-05-03 |
delete email mm..@cspfgllc.com |
| 2023-05-03 |
delete email mp..@cspfgllc.com |
| 2023-05-03 |
delete email mw..@legacybuildergroup.com |
| 2023-05-03 |
delete email ni..@cspfgllc.com |
| 2023-05-03 |
delete email ri..@aol.com |
| 2023-05-03 |
delete email sp..@cspfgllc.com |
| 2023-05-03 |
delete email tc..@cspfgusa.com |
| 2023-05-03 |
delete email to..@harmonyfinancialsolutions.com |
| 2023-05-03 |
delete email tp..@cspfgusa.com |
| 2023-05-03 |
delete phone (410) 808-9727 |
| 2023-05-03 |
delete phone (520) 272-8693 |
| 2023-05-03 |
delete phone (520) 633-2278 |
| 2023-05-03 |
delete phone (626) 242-6620 |
| 2023-05-03 |
delete phone (703) 650-8957 |
| 2023-05-03 |
delete phone (949) 535-1011 |
| 2023-05-03 |
delete phone 202-369-1262 |
| 2023-05-03 |
delete phone 215-990-3344 |
| 2023-05-03 |
delete phone 240-204-4676 |
| 2023-05-03 |
delete phone 240-604-8443 |
| 2023-05-03 |
delete phone 301-440-0073 |
| 2023-05-03 |
delete phone 301-440-0853 |
| 2023-05-03 |
delete phone 301-662-6992 |
| 2023-05-03 |
delete phone 404-285-8154 |
| 2023-05-03 |
delete phone 415-706-4168 |
| 2023-05-03 |
delete phone 540-533-6414 |
| 2023-05-03 |
delete phone 623-695-1078 |
| 2023-05-03 |
delete phone 650-464-5095 |
| 2023-05-03 |
delete phone 801-989-9317 |
| 2023-05-03 |
delete source_ip 104.16.65.197 |
| 2023-05-03 |
delete source_ip 104.16.66.197 |
| 2023-05-03 |
delete source_ip 104.16.67.197 |
| 2023-05-03 |
delete source_ip 104.16.68.197 |
| 2023-05-03 |
delete source_ip 104.16.69.197 |
| 2023-05-03 |
insert person Jacqueline French |
| 2023-05-03 |
insert source_ip 104.17.167.172 |
| 2023-05-03 |
insert source_ip 104.17.168.172 |
| 2023-05-03 |
insert source_ip 104.17.169.172 |
| 2023-05-03 |
insert source_ip 104.17.170.172 |
| 2023-05-03 |
insert source_ip 104.17.171.172 |
| 2023-03-20 |
insert office_emails do..@cspfgllc.com |
| 2023-03-20 |
delete email dv..@cspfgllc.com |
| 2023-03-20 |
delete index_pages_linkeddomain bit.ly |
| 2023-03-20 |
insert email do..@cspfgllc.com |
| 2023-03-20 |
insert email ma..@cspfgllc.com |
| 2023-03-20 |
insert person Mandi Hering |
| 2023-03-20 |
insert phone (520) 633-2278 |
| 2023-02-01 |
delete phone (480) 665-0214 |
| 2023-02-01 |
insert about_pages_linkeddomain adxleader.com |
| 2023-02-01 |
insert contact_pages_linkeddomain adxleader.com |
| 2023-02-01 |
insert index_pages_linkeddomain adxleader.com |
| 2023-02-01 |
insert management_pages_linkeddomain adxleader.com |
| 2023-02-01 |
insert service_pages_linkeddomain adxleader.com |
| 2022-12-16 |
delete email ah..@cspfgllc.com |
| 2022-12-16 |
delete email kw..@cspfgusa.com |
| 2022-12-16 |
delete person Atlas Hargrove |
| 2022-12-16 |
delete person Kim Westland |
| 2022-12-16 |
update person_title David Preston: Client Fulfillment Manager => Agent; Representative |
| 2022-11-07 |
delete address 12232 E Clinton St
Suite 101
Scottsdale, AZ 85259-4221 |
| 2022-11-07 |
delete phone 85259-4221 |
| 2022-11-07 |
insert about_pages_linkeddomain mylegacylock.com |
| 2022-11-07 |
insert address 9375 E Shea Blvd Ste 101
Scottsdale, AZ 85260 |
| 2022-11-07 |
insert contact_pages_linkeddomain mylegacylock.com |
| 2022-11-07 |
insert email cl..@cspfgusa.com |
| 2022-11-07 |
insert index_pages_linkeddomain mylegacylock.com |
| 2022-11-07 |
insert management_pages_linkeddomain mylegacylock.com |
| 2022-11-07 |
insert service_pages_linkeddomain mylegacylock.com |
| 2022-09-29 |
delete email cl..@cspfgusa.com |
| 2022-09-29 |
insert address 12232 E Clinton St
Suite 101
Scottsdale, AZ 85259-4221 |
| 2022-09-29 |
insert email cr..@cspfgllc.com |
| 2022-09-29 |
insert email ka..@cspfgllc.com |
| 2022-09-29 |
insert person Craig Tompkins |
| 2022-09-29 |
insert person Kai Jacobs |
| 2022-09-29 |
insert phone 650-464-5095 |
| 2022-09-29 |
insert phone 801-989-9317 |
| 2022-09-29 |
insert phone 85259-4221 |
| 2022-09-29 |
update person_title Charlize Pettit: Creative Design Coordinator => Administrator & Creative Design Coordinator |
| 2022-09-29 |
update person_title Dominica Valdivieso: Client Care Team - Administrator => Administrator |
| 2022-07-25 |
insert email da..@cspfgllc.com |
| 2022-07-25 |
insert person David Preston |
| 2022-06-23 |
delete otherexecutives April Morris |
| 2022-06-23 |
delete email am..@cspfgllc.com |
| 2022-06-23 |
delete person April Morris |
| 2022-06-23 |
insert email cl..@cspfgusa.com |
| 2022-06-23 |
insert email dv..@cspfgllc.com |
| 2022-06-23 |
insert email ni..@cspfgllc.com |
| 2022-06-23 |
insert person Dominica Valdivieso |
| 2022-06-23 |
insert person Nick Der |
| 2022-06-23 |
insert phone (626) 242-6620 |
| 2022-06-23 |
insert phone 480-665-0214 |
| 2022-04-21 |
update person_title Matt Sanford: Life Insurance & Living Benefits Advisor => Investment Advisor; Representative |
| 2022-03-21 |
delete address 9375 East Shea Boulevard Suite 139
Scottsdale, AZ 85260 |
| 2022-03-21 |
delete person Joel Colemann |
| 2022-03-21 |
insert address 9375 East Shea Boulevard Suite 101
Scottsdale, AZ 85260 |
| 2022-03-21 |
insert email ah..@cspfgllc.com |
| 2022-03-21 |
insert email fg..@cspfgllc.com |
| 2022-03-21 |
insert email jm..@cspfgllc.com |
| 2022-03-21 |
insert email jo..@cgrp808.com |
| 2022-03-21 |
insert email kw..@cspfgusa.com |
| 2022-03-21 |
insert email to..@harmonyfinancialsolutions.com |
| 2022-03-21 |
insert person Atlas Hargrove |
| 2022-03-21 |
insert person Felicia Gopaul |
| 2022-03-21 |
insert person Joel Coleman |
| 2022-03-21 |
insert person Kim Westland |
| 2022-03-21 |
insert person Matt Sanford |
| 2022-03-21 |
insert person Tonya White |
| 2022-03-21 |
insert phone (949) 535-1011 |
| 2022-03-21 |
insert phone 415-706-4168 |
| 2022-03-21 |
update primary_contact 9375 East Shea Boulevard Suite 139 Scottsdale, AZ 85260 => 9375 East Shea Boulevard Suite 101 Scottsdale, AZ 85260 |
| 2021-09-07 |
insert email tc..@cspfgusa.com |
| 2021-07-31 |
delete email ma..@mercerflanagan.com |
| 2021-07-31 |
insert email mf..@cspfgllc.com |
| 2021-07-31 |
update person_title James Anderson: null => Investment Advisor; Representative |
| 2021-07-31 |
update person_title Truman Price: Junior Advisor => Investment Advisor; Representative |
| 2021-06-25 |
insert email tp..@cspfgusa.com |
| 2021-06-25 |
insert person Truman Price |