| Date | Description |
|---|
| 2022-09-16 |
delete coo Shane Weaver |
| 2022-09-16 |
delete person Shane Weaver |
| 2022-09-16 |
delete source_ip 35.194.29.129 |
| 2022-09-16 |
insert person Scott Budd |
| 2022-09-16 |
insert person Steve Henningson |
| 2022-09-16 |
insert person Tom Fridrich |
| 2022-09-16 |
insert phone (888) 321-0808 |
| 2022-09-16 |
insert source_ip 141.193.213.11 |
| 2022-09-16 |
insert source_ip 141.193.213.10 |
| 2022-09-16 |
update person_description Sean Walker => Sean Walker |
| 2022-09-16 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Director, Investment Platform / Research Department; Director, Investment Platform |
| 2022-04-14 |
delete person Vishnu Lekraj |
| 2022-04-14 |
update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department |
| 2022-03-14 |
delete management_pages_linkeddomain etf.com |
| 2022-03-14 |
delete person Alyssa Zuck |
| 2022-03-14 |
insert address Learn More
Woodland Hills, CA
21550 |
| 2022-03-14 |
update person_title Vishnu Lekraj: Co - Portfolio Manager; Portfolio Manager for Carson Group => Co - Portfolio Manager; Co - Portfolio Manager / Research Department; Portfolio Manager for Carson Group |
| 2021-09-27 |
insert coo Shane Weaver |
| 2021-09-27 |
delete person Alex Blankenburg |
| 2021-09-27 |
delete person Krista Thompson |
| 2021-09-27 |
insert address 1055 East Colorado Blvd 5th Floor
Pasadena, CA 91106 |
| 2021-09-27 |
insert address 21550 Oxnard St. Suite 300
Woodland Hills, CA 91367 |
| 2021-09-27 |
insert address 3655 Torrance Blvd 3rd Floor
Torrance, CA 90503 |
| 2021-09-27 |
insert person Shane Weaver |
| 2021-09-27 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst |
| 2021-08-26 |
insert person Matt Lewis |
| 2021-08-26 |
insert person Patrick Carter |
| 2021-08-26 |
update person_description Meet Sarah => Meet Sarah |
| 2021-07-25 |
delete person Chris Oppliger |
| 2021-07-25 |
insert person Meet Patrick |
| 2021-07-25 |
insert person Meet Ryan |
| 2021-07-25 |
insert person Meet Sarah |
| 2021-07-25 |
update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist |
| 2021-06-24 |
delete managingdirector Carson Coaching |
| 2021-06-24 |
delete person Carson Coaching |
| 2021-05-23 |
delete phone (317) 663-5600 |
| 2021-05-23 |
insert person Greg DeGennaro |
| 2021-04-08 |
insert person Josh Russell |
| 2021-04-08 |
insert person Mike Lawrence |
| 2021-04-08 |
update person_title Vishnu Lekraj: Portfolio Manager for Carson Group; Portfolio Manager => Co - Portfolio Manager; Portfolio Manager for Carson Group |
| 2021-02-07 |
delete source_ip 205.178.189.131 |
| 2021-02-07 |
insert source_ip 35.194.29.129 |