| Date | Description |
|---|
| 2024-03-18 |
delete ceo Gary D. Halbert |
| 2024-03-18 |
delete president Gary D. Halbert |
| 2024-03-18 |
insert founder Gary D. Halbert |
| 2024-03-18 |
insert alias Halbert Wealth Management, Inc. |
| 2024-03-18 |
update person_description Gary D. Halbert => Gary D. Halbert |
| 2024-03-18 |
update person_title Gary D. Halbert: CEO; President => Founder |
| 2023-08-27 |
update person_description Spencer Wright => Spencer Wright |
| 2023-03-05 |
delete address 11719 FM 2244 Suite 100, Austin TX 78738 |
| 2023-03-05 |
insert address 9433 Bee Caves Road, Bldg 3 Suite 201, Austin TX 78733 |
| 2023-03-05 |
update primary_contact 11719 FM 2244 Suite 100, Austin TX 78738 => 9433 Bee Caves Road, Bldg 3 Suite 201, Austin TX 78733 |
| 2023-02-01 |
insert cfo Debi Halbert |
| 2023-02-01 |
delete about_pages_linkeddomain facebook.com |
| 2023-02-01 |
delete alias Halbert Wealth Management, Inc. |
| 2023-02-01 |
delete index_pages_linkeddomain facebook.com |
| 2023-02-01 |
delete investor_pages_linkeddomain facebook.com |
| 2023-02-01 |
delete management_pages_linkeddomain facebook.com |
| 2023-02-01 |
delete terms_pages_linkeddomain facebook.com |
| 2023-02-01 |
update person_description Debi Halbert => Debi Halbert |
| 2023-02-01 |
update person_title Debi Halbert: Assistant; Chief Compliance Officer => Assistant; Chief Financial Officer |
| 2022-09-26 |
insert vp Henry Rohlfs |
| 2022-09-26 |
update person_title Henry Rohlfs: Operations Manager => Vice President |
| 2022-08-24 |
delete person Cole Haddock |
| 2022-08-24 |
delete person Teresa Myers |
| 2022-08-24 |
update person_description Phil Denney => Phil Denney |