| Date | Description |
|---|
| 2023-03-08 |
delete source_ip 173.201.176.24 |
| 2023-03-08 |
insert source_ip 192.124.249.189 |
| 2023-02-04 |
delete source_ip 208.109.69.7 |
| 2023-02-04 |
insert source_ip 173.201.176.24 |
| 2022-10-03 |
insert otherexecutives Jeffrey Abramczyk |
| 2022-10-03 |
delete person Brandi Gatlin |
| 2022-10-03 |
delete person Clifford Scott Meyer |
| 2022-10-03 |
delete person Gregory Capoano |
| 2022-10-03 |
delete person Richard Brown |
| 2022-10-03 |
insert person Jack Kleinert |
| 2022-10-03 |
insert person Matthew Saker |
| 2022-10-03 |
update person_description Paul Amelchenko => Paul Amelchenko |
| 2022-10-03 |
update person_title Jeffrey Abramczyk: Leader of Compliance; Exemplar 's Chief Compliance Officer and Senior Advisor => Compliance Officer; Leader of Compliance; Exemplar 's Chief Compliance Officer and Senior Advisor |
| 2022-10-03 |
update person_title Paul Amelchenko: Architect and Planner => Architect and Planner; Vice President, Project Design |
| 2022-06-04 |
delete cio Jeffrey Crum |
| 2022-06-04 |
delete vp Michael Tier |
| 2022-06-04 |
insert vp George F. A. Parnell |
| 2022-06-04 |
delete person Jeffrey Crum |
| 2022-06-04 |
delete person Marie Mascherin |
| 2022-06-04 |
delete person Mark Munley |
| 2022-06-04 |
delete person Michael Tier |
| 2022-06-04 |
delete person Wayne Meyer |
| 2022-06-04 |
insert industry_tag INVESTMENT ADVISORY |
| 2022-06-04 |
update person_title George F. A. Parnell: Chief Administrative Officer, Ellavoz Shared Values Opportunity Fund; Chief Administrative Officer; Chief Administrative Officer of the Ellavoz Shared Values Opportunity Fund => Chief Administrative Officer; Vice President; Vice President of the Ellavoz Shared Values Opportunity Fund; Vice President, in - House Council |
| 2022-05-05 |
delete source_ip 192.124.249.189 |
| 2022-05-05 |
insert source_ip 208.109.69.7 |
| 2022-02-17 |
insert cmo Christopher Ferry |
| 2022-02-17 |
insert vp Christopher Ferry |
| 2022-02-17 |
insert vp Michael Tier |
| 2022-02-17 |
delete partner NES Financial |
| 2022-02-17 |
delete partner Our Shared Values Fund |
| 2022-02-17 |
delete person Bethany Tier |
| 2022-02-17 |
insert partner JTC Financial |
| 2022-02-17 |
insert partner Shared Values OZ Funds |
| 2022-02-17 |
insert person Michael Tier |
| 2022-02-17 |
update person_title Christopher Ferry: Vice President, Ellavoz Shared Value Opportunity Fund; Vice President of Ellavoz Impact Capital => Vice President; Chief Marketing Officer; Vice President, Ellavoz Shared Value Opportunity Fund |