| Date | Description |
|---|
| 2024-03-15 |
delete cmo Brian Penner |
| 2024-03-15 |
insert cto Tim Ramza |
| 2024-03-15 |
delete address 4951 W 77th St.
Edina, MN 55435 |
| 2024-03-15 |
delete address 5956 Sherry Lane, 20th Floor
Dallas, TX 75225 |
| 2024-03-15 |
delete address Centre II
3101 Bee Caves Road, Suite 280
Austin, TX 78746 |
| 2024-03-15 |
delete person Beau Rezek |
| 2024-03-15 |
delete person Ben Sampson |
| 2024-03-15 |
delete person Brian Penner |
| 2024-03-15 |
delete person Dale Skogstad |
| 2024-03-15 |
delete person Hunter Leishman |
| 2024-03-15 |
delete person James Chao |
| 2024-03-15 |
delete person Keith Brennan |
| 2024-03-15 |
delete person Laura Hearn |
| 2024-03-15 |
delete person Leilah Buker |
| 2024-03-15 |
delete person Matt Mormino |
| 2024-03-15 |
delete person Thomas Newbold |
| 2024-03-15 |
delete person Tim Amen |
| 2024-03-15 |
insert address 200 Southdale Center
Suite 156
Edina, MN 55435 |
| 2024-03-15 |
insert address 301 Congress Avenue, Floor 12
Austin, TX 78701 |
| 2024-03-15 |
insert address 8150 N. Central Expressway
Suite 875
Dallas, Texas 75206 |
| 2024-03-15 |
insert person Alex Cannella |
| 2024-03-15 |
insert person Austin Metzger |
| 2024-03-15 |
insert person Brennan Holmes |
| 2024-03-15 |
insert person Brett Deits |
| 2024-03-15 |
insert person Brian Morton II |
| 2024-03-15 |
insert person Caitlin Leamon |
| 2024-03-15 |
insert person Deja Dowell |
| 2024-03-15 |
insert person Malumbe Yasa |
| 2024-03-15 |
insert person Matt James |
| 2024-03-15 |
insert person Matthew McKenney |
| 2024-03-15 |
insert person Michael Stevens |
| 2024-03-15 |
insert person Morgan Everett |
| 2024-03-15 |
insert person Sean Pilkington |
| 2024-03-15 |
insert person Shaun Mize |
| 2024-03-15 |
insert person Tim Ramza |
| 2024-03-15 |
update person_description Brian Burgess => Brian Burgess |
| 2024-03-15 |
update person_description Briana Boche => Briana Boche |
| 2024-03-15 |
update person_description Carley Dillon => Carley Dillon |
| 2024-03-15 |
update person_description Hannah Yi => Hannah Yi |
| 2024-03-15 |
update person_description Lauren Rodgers => Lauren Rodgers |
| 2024-03-15 |
update person_description Luke Ming => Luke Ming |
| 2024-03-15 |
update person_description Mark Frenzel-Sulyok => Mark Frenzel-Sulyok |
| 2024-03-15 |
update person_description Megan Bowen => Megan Bowen |
| 2024-03-15 |
update person_description Tanya Churan => Tanya Churan |
| 2024-03-15 |
update person_title Alejandro Martinez: Associate; Advisor => Business Development Specialist |
| 2024-03-15 |
update person_title Carrie Danielson: Learning & Team Development Manager => Director of Learning & Team Development |
| 2024-03-15 |
update person_title Joe Volcheck: Associate; Advisor => Advisor |
| 2024-03-15 |
update person_title Kristen Purnell: Growth and Operations Director => Richer Life Business Partner |
| 2024-03-15 |
update person_title Mackenzie McMillan: Senior Growth and Operations Associate => Growth and Operations Manager |
| 2024-03-15 |
update person_title Nicole Henderson: Growth and Operations Coordinator => Growth and Operations Associate |
| 2024-03-15 |
update primary_contact Centre II
3101 Bee Caves Road, Suite 280
Austin, TX 78746 => 301 Congress Avenue, Floor 12
Austin, TX 78701 |
| 2023-09-25 |
delete address 12 Greenway Plaza, Suite 1100
Houston, Texas 77046 |
| 2023-09-25 |
delete address 530 Lytton Avenue, 2nd Floor
Palo Alto, CA 94301 |
| 2023-09-25 |
delete address 65 Channelside Dr., Suite 207
Tampa, FL 33602 |
| 2023-09-25 |
delete person Andrew Desing |
| 2023-09-25 |
delete person Bernardo Chaves |
| 2023-09-25 |
delete person Bonnie Gerlaugh |
| 2023-09-25 |
delete person Campbell Riddle |
| 2023-09-25 |
delete person Carli Boyer |
| 2023-09-25 |
delete person Cassie Johnson |
| 2023-09-25 |
delete person Erica Penner |
| 2023-09-25 |
delete person James McDougal |
| 2023-09-25 |
delete person Jenny Kim |
| 2023-09-25 |
delete person Jorge Rosas |
| 2023-09-25 |
delete person Lillian Turner |
| 2023-09-25 |
delete person Matt Miller |
| 2023-09-25 |
delete person Pranali Fortini |
| 2023-09-25 |
delete person Tara O'Connell |
| 2023-09-25 |
insert address 1300 El Camino Real, Suite 100
Menlo Park, CA 94025 |
| 2023-09-25 |
insert address 2101 CityWest Blvd, 1st Floor
Houston, Texas 77042 |
| 2023-09-25 |
insert address 615 Channelside Dr., Suite 207
Tampa, FL 33602 |
| 2023-09-25 |
insert person Andres Rivera-Uribe |
| 2023-09-25 |
insert person Antoinette Harris |
| 2023-09-25 |
insert person Ardavan Tabrizian |
| 2023-09-25 |
insert person Barry Whittle |
| 2023-09-25 |
insert person Dennis Dwyer |
| 2023-09-25 |
insert person Leilah Buker |
| 2023-09-25 |
insert person Lem White |
| 2023-09-25 |
insert person Lynne Yu |
| 2023-09-25 |
insert person Megan Bowen |
| 2023-09-25 |
insert person Rachel Kuhnert |
| 2023-09-25 |
insert person Shannon Ashcroft |
| 2023-09-25 |
insert person Sydney Christman |
| 2023-09-25 |
insert person Tanya Churan |
| 2023-09-25 |
insert person Zach Bergthold |
| 2023-09-25 |
update person_description Andrea Reed => Andrea Reed |
| 2023-09-25 |
update person_description Carley Dillon => Carley Dillon |
| 2023-09-25 |
update person_description Carrie Danielson => Carrie Danielson |
| 2023-09-25 |
update person_description Dustin Courts => Dustin Courts |
| 2023-09-25 |
update person_description Hailey Leister => Hailey Leister |
| 2023-09-25 |
update person_description Jennifer Mejia => Jennifer Mejia |
| 2023-09-25 |
update person_description Lauren Rodgers => Lauren Rodgers |
| 2023-09-25 |
update person_description Levi Guthrie => Levi Guthrie |
| 2023-09-25 |
update person_description Sophia Riddle => Sophia Riddle |
| 2023-09-25 |
update person_title Hailey Leister: Associate; Advisor => Advisor |
| 2023-09-25 |
update person_title Hunter Leishman: Associate; Advisor => Client Service Operations Associate |
| 2023-09-25 |
update person_title Kyle Rice: Associate; Advisor => Advisor |
| 2023-09-25 |
update person_title Teresa Ternan: Associate; Advisor; Client Service Associate => Senior Client Administrator; Client Service Associate |
| 2023-09-25 |
update person_title Vanessa McClure: National Channel Director - Fidelity => Director of Fidelity WAS Partnership |
| 2023-04-14 |
insert otherexecutives Carley Dillon |
| 2023-04-14 |
delete address 2202 N. Westshore Boulevard, Suite 200
Tampa, FL 33607 |
| 2023-04-14 |
delete address Centre II
3101 Bee Cave Road, Suite 280
Austin, TX 78746 |
| 2023-04-14 |
delete person Aaron Klein |
| 2023-04-14 |
delete person Abigail Lowy |
| 2023-04-14 |
delete person Austin Rood |
| 2023-04-14 |
delete person Cari Leamy |
| 2023-04-14 |
delete person Matt Gale |
| 2023-04-14 |
delete person Matthew Riley |
| 2023-04-14 |
insert address 620 Lee Road Suite 120B
Wayne, PA 19087 |
| 2023-04-14 |
insert address 65 Channelside Dr., Suite 207
Tampa, FL 33602 |
| 2023-04-14 |
insert address Centre II
3101 Bee Caves Road, Suite 280
Austin, TX 78746 |
| 2023-04-14 |
insert fax 267.285.4374 |
| 2023-04-14 |
insert person Andrew Schauf |
| 2023-04-14 |
insert person David Amiot |
| 2023-04-14 |
insert person Destinie Ortiz |
| 2023-04-14 |
insert person Laura Kimball |
| 2023-04-14 |
insert person Nathan Schult |
| 2023-04-14 |
insert person Sam Cregg |
| 2023-04-14 |
insert person Sara Dowling |
| 2023-04-14 |
insert person Scott Greve |
| 2023-04-14 |
insert person Shelby Clements |
| 2023-04-14 |
insert phone 267.369.0765 |
| 2023-04-14 |
update person_description April Kyrkos => April Kyrkos |
| 2023-04-14 |
update person_description Cara Picton => Cara Picton |
| 2023-04-14 |
update person_description Kyle Rice => Kyle Rice |
| 2023-04-14 |
update person_description Levi Guthrie => Levi Guthrie |
| 2023-04-14 |
update person_description Rebecca Fink => Rebecca Fink |
| 2023-04-14 |
update person_description Sam Murphy => Sam Murphy |
| 2023-04-14 |
update person_description Samantha Evans => Samantha Evans |
| 2023-04-14 |
update person_title Carley Dillon: Chief Client Experience Officer => Chief Experience Officer |
| 2023-04-14 |
update person_title Sophia Riddle: Presentation Coordinator => Associate Brand Designer |
| 2023-04-14 |
update primary_contact Centre II
3101 Bee Cave Road, Suite 280
Austin, TX 78746 => Centre II
3101 Bee Caves Road, Suite 280
Austin, TX 78746 |
| 2023-01-19 |
insert chiefinvestmentofficer Brian Tall |
| 2023-01-19 |
insert cmo Brian Penner |
| 2023-01-19 |
insert coo April Kyrkos |
| 2023-01-19 |
delete address 3372 Peachtree Road NE, Suite 115
Atlanta, GA 30326 |
| 2023-01-19 |
delete fax 470.689.0013 |
| 2023-01-19 |
delete person Aaron Pearson |
| 2023-01-19 |
delete person Ben Andrew |
| 2023-01-19 |
delete person Chandler Williams |
| 2023-01-19 |
delete person Charné Bigler |
| 2023-01-19 |
delete person Clayton Haak |
| 2023-01-19 |
delete person Danny Neish |
| 2023-01-19 |
delete person David Lamp |
| 2023-01-19 |
delete person Debra Shapira |
| 2023-01-19 |
delete person Dennis Chiu |
| 2023-01-19 |
delete person Devyn DeLeon |
| 2023-01-19 |
delete person Elizabeth Norris |
| 2023-01-19 |
delete person Emily Wood |
| 2023-01-19 |
delete person Estefani Morris |
| 2023-01-19 |
delete person Hunter Goldstein |
| 2023-01-19 |
delete person Joe Cavalieri |
| 2023-01-19 |
delete person Rachel Kuhnert |
| 2023-01-19 |
delete person Samir Rahman |
| 2023-01-19 |
delete phone 470.480.3101 |
| 2023-01-19 |
insert address 131 Dartmouth Street
3rd Floor
Boston, MA 02116 |
| 2023-01-19 |
insert address 171 N Aberdeen St
Suite 400
Chicago, IL 60607 |
| 2023-01-19 |
insert fax 617.941.7104 |
| 2023-01-19 |
insert fax 872.304.1684 |
| 2023-01-19 |
insert person Abigail Lowy |
| 2023-01-19 |
insert person Amber Fallon |
| 2023-01-19 |
insert person Andrea Reed |
| 2023-01-19 |
insert person Andrew Richardson |
| 2023-01-19 |
insert person April Kyrkos |
| 2023-01-19 |
insert person Austin Rood |
| 2023-01-19 |
insert person Beau Rezek |
| 2023-01-19 |
insert person Bernardo Chaves |
| 2023-01-19 |
insert person Bonnie Gerlaugh |
| 2023-01-19 |
insert person Brian Penner |
| 2023-01-19 |
insert person Brian Tall |
| 2023-01-19 |
insert person Briana Boche |
| 2023-01-19 |
insert person Brianna Thompson |
| 2023-01-19 |
insert person Brittany Weiler |
| 2023-01-19 |
insert person Calley Bjorkman |
| 2023-01-19 |
insert person Campbell Riddle |
| 2023-01-19 |
insert person Cari Leamy |
| 2023-01-19 |
insert person Carley Dillon |
| 2023-01-19 |
insert person Carli Boyer |
| 2023-01-19 |
insert person Carrie Danielson |
| 2023-01-19 |
insert person Cassie Johnson |
| 2023-01-19 |
insert person Connor Upham |
| 2023-01-19 |
insert person Dustin Courts |
| 2023-01-19 |
insert person Felicia Fortosis |
| 2023-01-19 |
insert person Jacob Siuta |
| 2023-01-19 |
insert person James Chao |
| 2023-01-19 |
insert person Keith Brennan |
| 2023-01-19 |
insert person Levi Guthrie |
| 2023-01-19 |
insert person Mary Louden |
| 2023-01-19 |
insert person Matt Gale |
| 2023-01-19 |
insert person Matthew Riley |
| 2023-01-19 |
insert person Nick Gearhart |
| 2023-01-19 |
insert person Pranali Fortini |
| 2023-01-19 |
insert person Rebecca Fink |
| 2023-01-19 |
insert person Sophia Riddle |
| 2023-01-19 |
insert person Stephen O'Dell |
| 2023-01-19 |
insert person TaraLynn Reinhart |
| 2023-01-19 |
insert phone 617.941.5644 |
| 2023-01-19 |
insert phone 872.336.0406 |
| 2023-01-19 |
update person_description Brian Burgess => Brian Burgess |
| 2023-01-19 |
update person_description Cara Picton => Cara Picton |
| 2023-01-19 |
update person_description Katy McDonald => Katy McDonald |
| 2023-01-19 |
update person_title Alannah Clark: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Alejandro Martinez: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Alena Boucek: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Andrew Desing: Advisor Washington, D.C; Advisor => Associate; Associate Advisor Washington, D.C; Advisor |
| 2023-01-19 |
update person_title Barret Dowling: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Brevin Schmidt: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Hailey Leister: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Hunter Leishman: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title James McDougal: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Joe Volcheck: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Jorge Rosas: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Kyle Rice: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Luke Ming: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Mark Frenzel-Sulyok: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Matt Miller: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Sam Murphy: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Tara O'Connell: Advisor => Associate; Advisor |
| 2023-01-19 |
update person_title Teresa Ternan: Advisor; Client Service Associate => Associate; Advisor; Client Service Associate |
| 2023-01-19 |
update person_title Thomas Newbold: Advisor => Associate; Advisor |
| 2022-08-31 |
delete person Lauren Rosser |
| 2022-08-31 |
insert person Hunter Goldstein |
| 2022-08-31 |
insert person Hunter Leishman |
| 2022-08-31 |
insert person Lauren Rodgers |
| 2022-08-31 |
update person_description Erica Penner => Erica Penner |
| 2022-08-31 |
update person_title Jonathan de Smidt: Advisor => CFP |
| 2022-08-01 |
delete person Hunter Goldstein |
| 2022-08-01 |
delete person Sophia Riddle |
| 2022-08-01 |
insert address 12 Greenway Plaza, Suite 1100
Houston, Texas 77046 |
| 2022-08-01 |
insert fax 713.383.6354 |
| 2022-08-01 |
insert person Danny Neish |
| 2022-08-01 |
insert phone 713.231.0870 |
| 2022-08-01 |
update person_description Alannah Clark => Alannah Clark |
| 2022-08-01 |
update person_description Clayton Haak => Clayton Haak |
| 2022-08-01 |
update person_description Estefani Morris => Estefani Morris |
| 2022-08-01 |
update person_description Joe Volcheck => Joe Volcheck |
| 2022-06-05 |
delete address 228 Hamilton Avenue, 3rd Floor
Palo Alto, CA 94301 |
| 2022-06-05 |
delete address 8270 Greensboro Drive, Suite 725
McLean, VA 22102 |
| 2022-06-05 |
delete person Jackie Prideaux |
| 2022-06-05 |
delete person Jacob Ries-Roncalli |
| 2022-06-05 |
insert address 1676 International Drive
Suite 640
McLean, VA 22102 |
| 2022-06-05 |
insert address 530 Lytton Avenue, 2nd Floor
Palo Alto, CA 94301 |
| 2022-06-05 |
insert person Aaron Pearson |
| 2022-06-05 |
insert person Barret Dowling |
| 2022-06-05 |
insert person Clayton Haak |
| 2022-06-05 |
insert person Myles McManus |
| 2022-06-05 |
update person_description Hunter Goldstein => Hunter Goldstein |
| 2022-06-05 |
update person_title Lauren Rosser: Advisor => Senior Client Administrator |
| 2022-05-03 |
delete address 100 Congress Avenue, Suite 2000
Austin, TX 78701 |
| 2022-05-03 |
delete address 250 Fillmore Street, Suite 150
Denver, CO 80206 |
| 2022-05-03 |
delete address 7760 France Avenue S, 11th Floor
Bloomington, MN 55435 |
| 2022-05-03 |
delete person Andrea Christopherson |
| 2022-05-03 |
insert address 4700 S Syracuse St
Suite 610
Denver, CO 80237 |
| 2022-05-03 |
insert address 4951 W 77th St.
Edina, MN 55435 |
| 2022-05-03 |
insert address Centre II
3101 Bee Cave Road, Suite 280
Austin, TX 78746 |
| 2022-05-03 |
insert person Debra Shapira |
| 2022-05-03 |
insert person Katy McDonald |
| 2022-05-03 |
update person_description Alannah Clark => Alannah Clark |
| 2022-05-03 |
update person_title Chris Hoffa: Advisor => CFP |
| 2022-02-14 |
delete chiefinvestmentofficer Brian Tall |
| 2022-02-14 |
delete cmo John Dougherty |
| 2022-02-14 |
delete coo April Kyrkos |
| 2022-02-14 |
delete otherexecutives Dan Decarie |
| 2022-02-14 |
delete otherexecutives Mark Jones |
| 2022-02-14 |
delete otherexecutives Molly Norton |
| 2022-02-14 |
delete otherexecutives Val Grasparil |
| 2022-02-14 |
delete career_pages_linkeddomain glassdoor.com |
| 2022-02-14 |
delete contact_pages_linkeddomain lever.co |
| 2022-02-14 |
delete person Alvaro Tlachi |
| 2022-02-14 |
delete person Andrea Cruz |
| 2022-02-14 |
delete person Andrea Reed |
| 2022-02-14 |
delete person Anne Gilbert |
| 2022-02-14 |
delete person April Kyrkos |
| 2022-02-14 |
delete person Austin Rood |
| 2022-02-14 |
delete person Bria Lin |
| 2022-02-14 |
delete person Brian Penner |
| 2022-02-14 |
delete person Brian Tall |
| 2022-02-14 |
delete person Brianna Downs |
| 2022-02-14 |
delete person Brittany Weiler |
| 2022-02-14 |
delete person Calley Ryan Bjorkman |
| 2022-02-14 |
delete person Carley Dillon |
| 2022-02-14 |
delete person Casey Dilloway |
| 2022-02-14 |
delete person Cassie Johnson |
| 2022-02-14 |
delete person Chris Moreton |
| 2022-02-14 |
delete person Claire Jensen |
| 2022-02-14 |
delete person Dan Decarie |
| 2022-02-14 |
delete person Dan Gockel |
| 2022-02-14 |
delete person Dustin Courts |
| 2022-02-14 |
delete person Eric J. Wikstrom |
| 2022-02-14 |
delete person Eric Sholberg |
| 2022-02-14 |
delete person Gina Peronto |
| 2022-02-14 |
delete person Glenn McMahon |
| 2022-02-14 |
delete person Gracie Thomas |
| 2022-02-14 |
delete person Ham Pathompornvivat |
| 2022-02-14 |
delete person Heather Pearson |
| 2022-02-14 |
delete person Hennah Yi |
| 2022-02-14 |
delete person Ian Keane |
| 2022-02-14 |
delete person J Crosby |
| 2022-02-14 |
delete person JP Mather |
| 2022-02-14 |
delete person Jake Reines |
| 2022-02-14 |
delete person Jared Fohn |
| 2022-02-14 |
delete person Jason Gonzalez |
| 2022-02-14 |
delete person Jenah Smith |
| 2022-02-14 |
delete person Jens Madsen |
| 2022-02-14 |
delete person Jesse Ruben |
| 2022-02-14 |
delete person Jessica Seifert |
| 2022-02-14 |
delete person Jewels Oliquiano |
| 2022-02-14 |
delete person Jimmy Gorzalski |
| 2022-02-14 |
delete person John Dougherty |
| 2022-02-14 |
delete person Jordan Graham |
| 2022-02-14 |
delete person Kaitlyn Gate |
| 2022-02-14 |
delete person Kalani Clifford |
| 2022-02-14 |
delete person Kalena Laurent |
| 2022-02-14 |
delete person Katie Randall |
| 2022-02-14 |
delete person Katy Valencia |
| 2022-02-14 |
delete person Keith Brennan |
| 2022-02-14 |
delete person Kelsey West |
| 2022-02-14 |
delete person Kevin Diego |
| 2022-02-14 |
delete person Kristen Decker |
| 2022-02-14 |
delete person Kyle Irion |
| 2022-02-14 |
delete person Larissa Nowjack |
| 2022-02-14 |
delete person Laura Jansen |
| 2022-02-14 |
delete person Laura Tarbutton |
| 2022-02-14 |
delete person Lesley Kalso |
| 2022-02-14 |
delete person Levi Guthrie |
| 2022-02-14 |
delete person Lindsey Hurt |
| 2022-02-14 |
delete person Lucas Baker |
| 2022-02-14 |
delete person Lynn Anderson |
| 2022-02-14 |
delete person Madison Adams |
| 2022-02-14 |
delete person Marc Asmus |
| 2022-02-14 |
delete person Marie Padiong |
| 2022-02-14 |
delete person Mark Gonatice |
| 2022-02-14 |
delete person Mark Jones |
| 2022-02-14 |
delete person Mary Louden |
| 2022-02-14 |
delete person Matt Rowe |
| 2022-02-14 |
delete person Max Arms |
| 2022-02-14 |
delete person Meagan Swingley |
| 2022-02-14 |
delete person Michael Alexander |
| 2022-02-14 |
delete person Michael Stubel |
| 2022-02-14 |
delete person Michael Welk |
| 2022-02-14 |
delete person Miranda Bergemann |
| 2022-02-14 |
delete person Molly Norton |
| 2022-02-14 |
delete person Monica Franzen |
| 2022-02-14 |
delete person Nick Hunter |
| 2022-02-14 |
delete person Nick Jackson |
| 2022-02-14 |
delete person Nicole Bowers |
| 2022-02-14 |
delete person Phil Almonte |
| 2022-02-14 |
delete person Ramandeep Kaur |
| 2022-02-14 |
delete person Riley Hinkle |
| 2022-02-14 |
delete person Samantha Evans |
| 2022-02-14 |
delete person Sara Bews |
| 2022-02-14 |
delete person Sarah Chen |
| 2022-02-14 |
delete person Scott Greve |
| 2022-02-14 |
delete person Scott Leber |
| 2022-02-14 |
delete person Shay Frederickson |
| 2022-02-14 |
delete person Stan Hall |
| 2022-02-14 |
delete person Stitch Jones |
| 2022-02-14 |
delete person Tama Smith |
| 2022-02-14 |
delete person Tara McElroy |
| 2022-02-14 |
delete person TaraLynn Casperson |
| 2022-02-14 |
delete person Taylor McEuen |
| 2022-02-14 |
delete person Tina Adelstein |
| 2022-02-14 |
delete person Tom Preston |
| 2022-02-14 |
delete person Val Grasparil |
| 2022-02-14 |
delete person Vanessa McClure |
| 2022-02-14 |
delete person Wenqi Huang |
| 2022-02-14 |
delete person Zach Olson |
| 2022-02-14 |
delete person Zachery Baisch |
| 2022-02-14 |
delete person Zane Khatib |
| 2022-02-14 |
insert address 1455 Frazee Road, Suite 500
San Diego, CA 92108 |
| 2022-02-14 |
insert fax 619.923.3855 |
| 2022-02-14 |
insert fax 813.433.2527 |
| 2022-02-14 |
insert person Aaron Klein |
| 2022-02-14 |
insert person Andrea Christopherson |
| 2022-02-14 |
insert person Chandler Williams |
| 2022-02-14 |
insert person Hannah Yi |
| 2022-02-14 |
insert person Jenny Kim |
| 2022-02-14 |
insert person Luke Ming |
| 2022-02-14 |
insert person Samir Rahman |
| 2022-02-14 |
insert phone 619.413.9514 |
| 2022-02-14 |
insert phone 813.723.8635 |
| 2022-02-14 |
update person_description Alannah Clark => Alannah Clark |
| 2022-02-14 |
update person_description Cara Picton => Cara Picton |
| 2022-02-14 |
update person_description Charné Bigler => Charné Bigler |
| 2022-02-14 |
update person_description Chris Hoffa => Chris Hoffa |
| 2022-02-14 |
update person_description Devyn DeLeon => Devyn DeLeon |
| 2022-02-14 |
update person_description Elizabeth Norris => Elizabeth Norris |
| 2022-02-14 |
update person_description Estefani Morris => Estefani Morris |
| 2022-02-14 |
update person_description Hailey Leister => Hailey Leister |
| 2022-02-14 |
update person_description Hunter Goldstein => Hunter Goldstein |
| 2022-02-14 |
update person_description James McDougal => James McDougal |
| 2022-02-14 |
update person_description Jennifer Mejia => Jennifer Mejia |
| 2022-02-14 |
update person_description Jonathan de Smidt => Jonathan de Smidt |
| 2022-02-14 |
update person_description Lauren Rosser => Lauren Rosser |
| 2022-02-14 |
update person_description Madison Glass => Madison Glass |
| 2022-02-14 |
update person_description Mark Frenzel-Sulyok => Mark Frenzel-Sulyok |
| 2022-02-14 |
update person_description Matt Miller => Matt Miller |
| 2022-02-14 |
update person_description Rachel Kuhnert => Rachel Kuhnert |
| 2022-02-14 |
update person_description Sam Murphy => Sam Murphy |
| 2022-02-14 |
update person_description Teresa Ternan => Teresa Ternan |
| 2022-02-14 |
update person_description Thomas Newbold => Thomas Newbold |
| 2022-02-14 |
update person_title Jennifer Mejia: Advisor => Senior Client Administrator |
| 2022-02-14 |
update person_title Mackenzie McMillan: Growth and Operations Associate => Senior Growth and Operations Associate |
| 2022-02-14 |
update person_title Nicole Henderson: Advisor => Growth and Operations Coordinator |
| 2021-09-28 |
delete managingdirector Mark Jones |
| 2021-09-28 |
insert otherexecutives Mark Jones |
| 2021-09-28 |
delete person Jamie Park |
| 2021-09-28 |
delete person Kevin Kors |
| 2021-09-28 |
delete person Mare French |
| 2021-09-28 |
delete person Nick Chinzi |
| 2021-09-28 |
delete person Ruta Nanivadekar |
| 2021-09-28 |
delete person Yvette Meza |
| 2021-09-28 |
insert address 2029 Century Park E, Suite 400N
Los Angeles, CA 90067 |
| 2021-09-28 |
insert fax 424.316.3263 |
| 2021-09-28 |
insert person Alejandro Martinez |
| 2021-09-28 |
insert person Charné Bigler |
| 2021-09-28 |
insert person Dennis Chiu |
| 2021-09-28 |
insert person Devyn DeLeon |
| 2021-09-28 |
insert person Dustin Courts |
| 2021-09-28 |
insert person Jacob Ries-Roncalli |
| 2021-09-28 |
insert person Jason Gonzalez |
| 2021-09-28 |
insert person Joe Cavalieri |
| 2021-09-28 |
insert person Kelsey West |
| 2021-09-28 |
insert person Mark Frenzel-Sulyok |
| 2021-09-28 |
insert person Rachel Kuhnert |
| 2021-09-28 |
insert person Sam Murphy |
| 2021-09-28 |
insert person Tara O'Connell |
| 2021-09-28 |
insert phone 424.370.0158 |
| 2021-09-28 |
update person_title Laura Jansen: CFP®, CPA, PFS => CFP |
| 2021-09-28 |
update person_title Mark Jones: Managing Director => Chief Revenue Officer |
| 2021-08-02 |
delete person Ashley West |
| 2021-08-02 |
delete person Barbara Smith |
| 2021-08-02 |
delete person Bruce Smith |
| 2021-08-02 |
delete person Chris DeStefano |
| 2021-08-02 |
delete person Corbin Callahan |
| 2021-08-02 |
delete person Jay Rudwall |
| 2021-08-02 |
delete person Micahl Ong |
| 2021-08-02 |
delete person Ryan Boyd |
| 2021-08-02 |
insert address 2202 N. Westshore Boulevard, Suite 200
Tampa, FL 33607 |
| 2021-08-02 |
insert person Alannah Clark |
| 2021-08-02 |
insert person Alena Boucek |
| 2021-08-02 |
insert person Brianna Downs |
| 2021-08-02 |
insert person Gracie Thomas |
| 2021-08-02 |
insert person Hailey Leister |
| 2021-08-02 |
insert person Hunter Goldstein |
| 2021-08-02 |
insert person Jonathan de Smidt |
| 2021-08-02 |
insert person Kyle Rice |
| 2021-08-02 |
insert person Larissa Nowjack |
| 2021-08-02 |
insert person Lynn Anderson |
| 2021-08-02 |
insert person Mark Gonatice |
| 2021-08-02 |
insert person Matt Miller |
| 2021-08-02 |
insert person Max Arms |
| 2021-08-02 |
insert person Ramandeep Kaur |
| 2021-08-02 |
update person_title Cara Picton: Growth and Operations Manager => Growth and Operations Director |
| 2021-08-02 |
update person_title Chris Moreton: Client Service Associate => Advisor |
| 2021-08-02 |
update person_title Jens Madsen: Client Experience Innovation Manager => Richer Life Partner Manager |
| 2021-08-02 |
update person_title John Curle: Advisor => Lead Advisor |
| 2021-08-02 |
update person_title Kristen Purnell: Business Development Manager => Growth and Operations Director |
| 2021-04-27 |
delete ceo Right Hand |
| 2021-04-27 |
delete chiefstrategyofficer Scott Leber |
| 2021-04-27 |
insert coo April Kyrkos |
| 2021-04-27 |
delete person Alida Scalzo |
| 2021-04-27 |
delete person Cara Barr |
| 2021-04-27 |
delete person Conor Maguire |
| 2021-04-27 |
delete person Kailey Romey |
| 2021-04-27 |
delete person Madison Nadeau |
| 2021-04-27 |
delete person Right Hand |
| 2021-04-27 |
insert address 3372 Peachtree Road NE, Suite 115
Atlanta, GA 30326 |
| 2021-04-27 |
insert address 5000 Birch Street, West Tower
Suite 3000
Newport Beach, CA 92660 |
| 2021-04-27 |
insert address 5956 Sherry Lane, 20th Floor
Dallas, TX 75225 |
| 2021-04-27 |
insert address 7760 France Avenue S, 11th Floor
Bloomington, MN 55435 |
| 2021-04-27 |
insert fax 469.533.5922 |
| 2021-04-27 |
insert fax 470.689.0013 |
| 2021-04-27 |
insert fax 651.925.0217 |
| 2021-04-27 |
insert fax 949.629.6399 |
| 2021-04-27 |
insert person Anne Gilbert |
| 2021-04-27 |
insert person Ashley West |
| 2021-04-27 |
insert person Bruce Smith |
| 2021-04-27 |
insert person Casey Dilloway |
| 2021-04-27 |
insert person Claire Jensen |
| 2021-04-27 |
insert person Dan Gockel |
| 2021-04-27 |
insert person Glenn McMahon |
| 2021-04-27 |
insert person Jake Reines |
| 2021-04-27 |
insert person James McDougal |
| 2021-04-27 |
insert person Kevin Kors |
| 2021-04-27 |
insert person Kyle Irion |
| 2021-04-27 |
insert person Nick Jackson |
| 2021-04-27 |
insert person Riley Hinkle |
| 2021-04-27 |
insert person Ruta Nanivadekar |
| 2021-04-27 |
insert person TaraLynn Casperson |
| 2021-04-27 |
insert phone 469.722.1526 |
| 2021-04-27 |
insert phone 470.480.3101 |
| 2021-04-27 |
insert phone 651.461.4872 |
| 2021-04-27 |
insert phone 949.844.6165 |
| 2021-04-27 |
update person_title April Kyrkos: Vice President of Operations and People / Seattle; Vice President of Operations and People => Chief Operating Officer; Chief Operating Officer / Seattle |
| 2021-04-27 |
update person_title Cassie Johnson: Client Experience Associate => Client Service Operations Manager |
| 2021-04-27 |
update person_title Kristen Purnell: Growth and Operations Manager => Business Development Manager |
| 2021-04-27 |
update person_title Mackenzie McMillan: Client Experience Associate => Growth and Operations Associate |
| 2021-04-27 |
update person_title Mare French: Tax Associate => Tax Operations Associate |
| 2021-04-27 |
update person_title Scott Leber: Chief Strategy Officer => National Managing Director |
| 2021-04-27 |
update person_title Sophia Riddle: Advisor => Presentation Coordinator |
| 2021-02-04 |
insert otherexecutives Molly Norton |
| 2021-02-04 |
delete person Benjamin Sampson |
| 2021-02-04 |
delete person Chris Mayer |
| 2021-02-04 |
delete person Cory Custer |
| 2021-02-04 |
delete person Kathy Lin Schlyer |
| 2021-02-04 |
delete person Troy Curran |
| 2021-02-04 |
insert address 100 Congress Avenue, Suite 2000
Austin, TX 78701 |
| 2021-02-04 |
insert fax 737.600.8663 |
| 2021-02-04 |
insert person Brevin Schmidt |
| 2021-02-04 |
insert person Brian Penner |
| 2021-02-04 |
insert person Conor Maguire |
| 2021-02-04 |
insert person Heather Pearson |
| 2021-02-04 |
insert person Jorge Rosas |
| 2021-02-04 |
insert person Mare French |
| 2021-02-04 |
insert person Nicole Henderson |
| 2021-02-04 |
insert phone 737.241.1255 |
| 2021-02-04 |
update person_title J Crosby: Investment Analyst => Investment Associate |
| 2021-02-04 |
update person_title Lindsey Hurt: Marketing Automation Coordinator => Marketing Operations Associate |
| 2021-02-04 |
update person_title Molly Norton: Philanthropic Advisor => Director of Philanthropy |
| 2021-02-04 |
update person_title Samantha Evans: Business Development Coordinator => Business Development Operations Associate |
| 2021-02-04 |
update person_title Scott Greve: Lead Advisor, Real Estate Group => Lead Advisor, Real Estate Advisory Group |
| 2021-02-04 |
update person_title Tara McElroy: Creative Marketing Coordinator => Graphic Designer |
| 2021-02-04 |
update person_title Tina Adelstein: Learning and Team Development Manager => Head of Learning and Team Development |
| 2021-02-04 |
update person_title Vanessa McClure: Senior Business Development Associate => Business Development Manager |
| 2020-10-11 |
delete founder Jon Jones |
| 2020-10-11 |
delete managingdirector Carley Dillon |
| 2020-10-11 |
insert managingdirector Mark Jones |
| 2020-10-11 |
delete person Arshak Ghazaryan |
| 2020-10-11 |
delete person Rita Ilyaguyeva |
| 2020-10-11 |
delete person Sarah Schwan |
| 2020-10-11 |
delete person Stephanie Du |
| 2020-10-11 |
insert address 228 Hamilton Avenue, 3rd Floor
Palo Alto, CA 94301 |
| 2020-10-11 |
insert fax 650.618.2630 |
| 2020-10-11 |
insert person Ben Andrew |
| 2020-10-11 |
insert person Chris Mayer |
| 2020-10-11 |
insert person Estefani Morris |
| 2020-10-11 |
insert person Ham Pathompornvivat |
| 2020-10-11 |
insert person Jared Fohn |
| 2020-10-11 |
insert person Jessica Seifert |
| 2020-10-11 |
insert person Jewels Oliquiano |
| 2020-10-11 |
insert person Joe Volcheck |
| 2020-10-11 |
insert person Jordan Graham |
| 2020-10-11 |
insert person Kevin Diego |
| 2020-10-11 |
insert person Marie Padiong |
| 2020-10-11 |
insert person Scott Greve |
| 2020-10-11 |
insert person Zachery Baisch |
| 2020-10-11 |
insert phone 650.618.3400 |
| 2020-10-11 |
update person_title Alida Scalzo: Associate; Associate Advisor / Seattle; Advisor => Advisor / Seattle; Advisor |
| 2020-10-11 |
update person_title Alvaro Tlachi: Advisor Training Program; Advisor Training Program / Seattle => Advisor / Seattle; Advisor |
| 2020-10-11 |
update person_title Andrea Cruz: Client Service Associate / Seattle; Client Service Associate => Senior Client Experience Associate / Seattle; Senior Client Experience Associate |
| 2020-10-11 |
update person_title Andrew Desing: Associate; Associate Advisor / Washington, D.C.; Advisor => Advisor; Advisor / Washington, D.C. |
| 2020-10-11 |
update person_title Barbara Smith: Client Service Associate / Seattle; Client Service Associate => Tax Client Service Associate / Seattle; Tax Client Service Associate |
| 2020-10-11 |
update person_title Benjamin Sampson: Client Service Associate / San Francisco; Client Service Associate => Advisor / San Francisco; Advisor |
| 2020-10-11 |
update person_title Bria Lin: Client Service Associate / Portland; Client Service Associate => Senior Client Experience Associate / Portland; Senior Client Experience Associate |
| 2020-10-11 |
update person_title Cara Barr: Business Development Manager / San Francisco; Business Development Manager => Business Development Manager / San Francisco and Palo Alto; Business Development Manager |
| 2020-10-11 |
update person_title Cara Picton: Growth and Operations Manager / San Francisco; Growth and Operations Manager => Growth and Operations Manager; Growth and Operations Manager / San Francisco and Palo Alto |
| 2020-10-11 |
update person_title Carley Dillon: Managing Director / Portland; Managing Director => Vice President of Client Experience; Vice President of Client Experience / Portland |
| 2020-10-11 |
update person_title Cassie Johnson: Client Service Associate / Seattle; Client Service Associate => Client Experience Associate / Seattle; Client Experience Associate |
| 2020-10-11 |
update person_title Chris Moreton: Retirement Plan Client Service Associate / Seattle; Retirement Plan Client Service Associate => Client Service Associate |
| 2020-10-11 |
update person_title Corbin Callahan: Client Service Associate => Advisor |
| 2020-10-11 |
update person_title Elizabeth Norris: Advisor Training Program => Advisor |
| 2020-10-11 |
update person_title Emily Wood: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title Hennah Yi: Client Service Associate => Advisor |
| 2020-10-11 |
update person_title Ian Keane: Advisor Training Program => Advisor |
| 2020-10-11 |
update person_title Jamie Park: Tax Advisor => Tax Manager |
| 2020-10-11 |
update person_title Jay Rudwall: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title Jennifer Mejia: Senior Client Service Associate => Advisor |
| 2020-10-11 |
update person_title Jesse Ruben: Client Service Associate => Growth and Operations Associate |
| 2020-10-11 |
update person_title Jimmy Gorzalski: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title John Curle: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title Jon Jones: Co - Founder; CEO => CEO |
| 2020-10-11 |
update person_title Kailey Romey: Client Service Associate => Advisor |
| 2020-10-11 |
update person_title Kaitlyn Gate: Advisor Training Program => Advisor |
| 2020-10-11 |
update person_title Kalani Clifford: Client Service Associate => Client Experience Associate |
| 2020-10-11 |
update person_title Katherine Kester: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title Katy Valencia: Advisor Training Program => Advisor |
| 2020-10-11 |
update person_title Kristen Decker: Client Service Associate => Advisor |
| 2020-10-11 |
update person_title Lauren Rosser: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title Lesley Kalso: Client Service Associate => Senior Client Service Associate |
| 2020-10-11 |
update person_title Levi Guthrie: Tax Advisor => Senior Tax Associate |
| 2020-10-11 |
update person_title Lucas Baker: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title Mackenzie McMillan: Client Service Associate => Client Experience Associate |
| 2020-10-11 |
update person_title Madison Adams: Operations Manager => Corporate Growth and Operations Manager |
| 2020-10-11 |
update person_title Madison Glass: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title Madison Nadeau: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title Marc Asmus: Senior Marketing Manager => Senior Marketing Automation Manager |
| 2020-10-11 |
update person_title Mare Pass: Tax Advisor => Tax Associate |
| 2020-10-11 |
update person_title Mark Jones: Managing Director, Institutional Asset Management => Managing Director |
| 2020-10-11 |
update person_title Monica Franzen: Client Service Associate => Senior Growth and Operations Associate |
| 2020-10-11 |
update person_title Nick Chinzi: Client Service Coordinator => Client Experience Associate |
| 2020-10-11 |
update person_title Nina Sharp: Advisor Training Program => Advisor |
| 2020-10-11 |
update person_title Sara Bews: Client Service Associate => Growth and Operations Associate |
| 2020-10-11 |
update person_title Shay Frederickson: Client Service Associate => Senior Client Experience Associate |
| 2020-10-11 |
update person_title Sophia Riddle: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title Teresa Ternan: Client Service Associate => Advisor |
| 2020-10-11 |
update person_title Thomas Newbold: Client Service Associate => Advisor |
| 2020-10-11 |
update person_title Troy Curran: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title Tyler Harvey: Associate; Advisor => Advisor |
| 2020-10-11 |
update person_title Tyler Mayfield: Managing Director; Chief Compliance Officer => Managing Director |
| 2020-10-11 |
update person_title Vanessa McClure: Retirement Plan Business Development Associate => Senior Business Development Associate |
| 2020-10-11 |
update person_title Wenqi Huang: Advisor Training Program => Advisor |
| 2020-10-11 |
update person_title Yvette Meza: Client Service Associate => Growth and Operations Associate |
| 2020-10-11 |
update person_title Zane Khatib: Associate; Advisor => Advisor |
| 2020-07-17 |
delete otherexecutives April Kyrkos |
| 2020-07-17 |
delete address 111 SW 5th Avenue, Suite 4100
Portland, OR 97204 |
| 2020-07-17 |
insert address 1624 NW Lovejoy Street
Portland, OR 97209 |
| 2020-07-17 |
update person_title April Kyrkos: Vice President of Operations / Seattle; Vice President of Operations => Vice President of Operations and People / Seattle; Vice President of Operations and People |
| 2020-06-10 |
delete managingdirector Cara Barr |
| 2020-06-10 |
delete person Brian Babbitt |
| 2020-06-10 |
delete person Derek Doke |
| 2020-06-10 |
insert person Chris Hoffa |
| 2020-06-10 |
insert person JP Mather |
| 2020-06-10 |
update person_title Bonnie Gerlaugh: People Operations Associate => Learning and Team Development Associate |
| 2020-06-10 |
update person_title Cara Barr: Managing Director; Managing Director / San Francisco => Business Development Manager / San Francisco; Business Development Manager |
| 2020-06-10 |
update person_title Meagan Swingley: Accountant => People Operations Associate |
| 2020-06-10 |
update person_title Nicole Bowers: Vice President of People => Head of Talent Attraction |
| 2020-06-10 |
update person_title Tina Adelstein: Learning and Development Manager => Learning and Team Development Manager |
| 2020-03-11 |
delete cco Tyler Mayfield |
| 2020-03-11 |
delete cmo Christina Sylvester |
| 2020-03-11 |
delete coo Tyler Mayfield |
| 2020-03-11 |
insert managingdirector Tyler Mayfield |
| 2020-03-11 |
insert otherexecutives April Kyrkos |
| 2020-03-11 |
delete address 4237 N. Craftsman Court, Suite 200
Scottsdale, AZ 85251 |
| 2020-03-11 |
delete person Aaron Meyer |
| 2020-03-11 |
delete person Alex Boeri |
| 2020-03-11 |
delete person Alex Thayer |
| 2020-03-11 |
delete person Bob Thompson |
| 2020-03-11 |
delete person Brent Ericksen |
| 2020-03-11 |
delete person Brian Larson |
| 2020-03-11 |
delete person Carly Sutton |
| 2020-03-11 |
delete person Cavan Tornga |
| 2020-03-11 |
delete person Chris Wyckoff |
| 2020-03-11 |
delete person Christina Sylvester |
| 2020-03-11 |
delete person Corinn Parks |
| 2020-03-11 |
delete person Emily Bludworth |
| 2020-03-11 |
delete person Jedidiah Collins |
| 2020-03-11 |
delete person Jessie McMillan |
| 2020-03-11 |
delete person Joseph Kuehn |
| 2020-03-11 |
delete person Justin Lee |
| 2020-03-11 |
delete person Kristi Panza |
| 2020-03-11 |
delete person Patricia Kelley |
| 2020-03-11 |
delete person Ryan Hansen |
| 2020-03-11 |
delete person Shad Thomas |
| 2020-03-11 |
delete person Susan Yang |
| 2020-03-11 |
delete source_ip 205.178.189.131 |
| 2020-03-11 |
insert address 4211 N. Marshall Way, Suite 100
Scottsdale, AZ 85251 |
| 2020-03-11 |
insert person Alvaro Tlachi |
| 2020-03-11 |
insert person April Kyrkos |
| 2020-03-11 |
insert person Arshak Ghazaryan |
| 2020-03-11 |
insert person Austin Rood |
| 2020-03-11 |
insert person Cassie Johnson |
| 2020-03-11 |
insert person Chris Moreton |
| 2020-03-11 |
insert person Elizabeth Norris |
| 2020-03-11 |
insert person Hennah Yi |
| 2020-03-11 |
insert person Ian Keane |
| 2020-03-11 |
insert person Jennifer Mejia |
| 2020-03-11 |
insert person Jessica Henderson |
| 2020-03-11 |
insert person Kaitlyn Gate |
| 2020-03-11 |
insert person Kalani Clifford |
| 2020-03-11 |
insert person Katy Valencia |
| 2020-03-11 |
insert person Lauren Rosser |
| 2020-03-11 |
insert person Lindsey Hurt |
| 2020-03-11 |
insert person Mare Pass |
| 2020-03-11 |
insert person Nick Chinzi |
| 2020-03-11 |
insert person Nina Sharp |
| 2020-03-11 |
insert person Sarah Hadi |
| 2020-03-11 |
insert person Sophia Riddle |
| 2020-03-11 |
insert person Tara McElroy |
| 2020-03-11 |
insert person Wenqi Huang |
| 2020-03-11 |
insert source_ip 96.45.82.97 |
| 2020-03-11 |
insert source_ip 96.45.82.190 |
| 2020-03-11 |
insert source_ip 96.45.83.60 |
| 2020-03-11 |
insert source_ip 96.45.83.246 |
| 2020-03-11 |
update person_title Cara Picton: Member of the Brighton Jones Team; Member of the San Francisco Team; Operations Coordinator => Growth and Operations Manager / San Francisco; Growth and Operations Manager |
| 2020-03-11 |
update person_title Erica Penner: Member of the Brighton Jones Team; Operations Coordinator => Growth and Operations Manager |
| 2020-03-11 |
update person_title John Dougherty: Member of the Brighton Jones Team; Vice President of Marketing; Member of the Seattle Team => Chief Marketing Officer |
| 2020-03-11 |
update person_title Katherine Kester: Client Service Associate => Associate; Advisor |
| 2020-03-11 |
update person_title Kristen Purnell: Member of the Brighton Jones Team; Operations Coordinator; Member of the Scottsdale Team => Growth and Operations Manager |
| 2020-03-11 |
update person_title Laura Jansen: CFP => CFP®, CPA, PFS |
| 2020-03-11 |
update person_title Madison Glass: Client Service Associate => Associate; Advisor |
| 2020-03-11 |
update person_title Sarah Chen: Salesforce Business Analyst => Senior IT Business Analyst |
| 2020-03-11 |
update person_title Tyler Mayfield: CCO; COO => Managing Director; Chief Compliance Officer |
| 2020-03-11 |
update robots_txt_status www.brightonjones.com: 200 => 404 |
| 2019-07-19 |
delete managingdirector Scott Leber |
| 2019-07-19 |
delete managingdirector Stephen Duffy |
| 2019-07-19 |
delete address 242 California Street
San Francisco, CA 94111 |
| 2019-07-19 |
delete person Brody Faltermeyer |
| 2019-07-19 |
delete person Karen Nelson |
| 2019-07-19 |
delete person Lori Evans |
| 2019-07-19 |
delete person Rebecca Medina |
| 2019-07-19 |
delete person Stephen Duffy |
| 2019-07-19 |
insert address 445 Bush Street, 6th Floor
San Francisco, CA 94108 |
| 2019-07-19 |
insert email tr..@brightonjones.com |
| 2019-07-19 |
insert person Barbara Smith |
| 2019-07-19 |
insert person Bob Thompson |
| 2019-07-19 |
insert person Bonnie Gerlaugh |
| 2019-07-19 |
insert person Matt Rowe |
| 2019-07-19 |
insert person Stephanie Castillo |
| 2019-07-19 |
update person_title Alex Boeri: Member of the Brighton Jones Team; Member of the San Francisco Team; Advisor => Associate; Member of the San Francisco Team; Member of the Brighton Jones Team; Advisor |
| 2019-07-19 |
update person_title Alida Scalzo: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor Training Program => Associate; Member of the Brighton Jones Team; Member of the Seattle Team; Advisor |
| 2019-07-19 |
update person_title Andrew Desing: Member of the Brighton Jones Team; Advisor => Associate; Member of the Brighton Jones Team; Advisor |
| 2019-07-19 |
update person_title Chris DeStefano: Member of the San Francisco Team; Member of the Brighton Jones Team; Advisor => Lead Advisor; Member of the San Francisco Team; Member of the Brighton Jones Team |
| 2019-07-19 |
update person_title Christian Linares: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor Training Program => Business Development Analyst; Member of the Brighton Jones Team; Member of the Seattle Team |
| 2019-07-19 |
update person_title Emily Wood: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor => Associate; Advisor |
| 2019-07-19 |
update person_title J Crosby: Advisor Training Program => Member of the Brighton Jones Team; Investment Analyst; Member of the Seattle Team |
| 2019-07-19 |
update person_title Jenah Smith: Member of the Brighton Jones Team; Member of the Seattle Team; Operations Manager => Member of the Brighton Jones Team; Member of the Seattle Team; Compliance Director |
| 2019-07-19 |
update person_title Jessica Allison: Member of the Brighton Jones Team; Advisor => Associate; Advisor |
| 2019-07-19 |
update person_title Jimmy Gorzalski: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor => Associate; Advisor |
| 2019-07-19 |
update person_title John Curle: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor => Associate; Advisor |
| 2019-07-19 |
update person_title Joseph Kuehn: Advisor Training Program => Business Development Analyst; Member of the Brighton Jones Team; Member of the Seattle Team |
| 2019-07-19 |
update person_title Katie Randall: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor => Lead Advisor |
| 2019-07-19 |
update person_title Keith Brennan: Business Development => Member of the Brighton Jones Team; Business Development Manager |
| 2019-07-19 |
update person_title Kristi Panza: Portfolio Analyst; Member of the Brighton Jones Team; Member of the Seattle Team => Associate; Advisor |
| 2019-07-19 |
update person_title Lucas Baker: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor => Associate; Advisor |
| 2019-07-19 |
update person_title Madison Adams: Office Coordinator; Member of the Brighton Jones Team; Member of the Seattle Team => Member of the Brighton Jones Team; Member of the Seattle Team; Operations Manager |
| 2019-07-19 |
update person_title Madison Nadeau: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor => Associate; Advisor |
| 2019-07-19 |
update person_title Marc Asmus: Marketing Automation Manager => Member of the Brighton Jones Team; Senior Marketing Manager; Member of the Seattle Team |
| 2019-07-19 |
update person_title Matt Howell: Portfolio Analyst; Member of the Brighton Jones Team; Member of the Seattle Team => Senior Portfolio Analyst |
| 2019-07-19 |
update person_title Michael Stubel: Content Marketing Manager => Member of the Brighton Jones Team; Member of the Seattle Team; Senior Communications Manager |
| 2019-07-19 |
update person_title Michael Welk: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor => Lead Advisor |
| 2019-07-19 |
update person_title Neil Boone: Member of the Brighton Jones Team; Advisor; Member of the Scottsdale Team => Associate; Advisor |
| 2019-07-19 |
update person_title Nick Hunter: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor => IT Business Analyst; Member of the Brighton Jones Team; Member of the Seattle Team |
| 2019-07-19 |
update person_title Sarah Schwan: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor => Associate; Advisor |
| 2019-07-19 |
update person_title Scott Leber: Managing Director; Chief Strategy Officer => Member of the Brighton Jones Team; Member of the Seattle Team; Chief Strategy Officer |
| 2019-07-19 |
update person_title Shad Thomas: Member of the Brighton Jones Team; Advisor => Associate; Advisor |
| 2019-07-19 |
update person_title Stan Hall: Marketing Associate => Creative Marketing Manager |
| 2019-07-19 |
update person_title Troy Curran: Advisor Training Program => Associate; Advisor |
| 2019-07-19 |
update person_title Tyler Harvey: Member of the Brighton Jones Team; Member of the Seattle Team; Advisor => Associate; Advisor |
| 2019-07-19 |
update person_title Zane Khatib: Advisor Training Program => Associate; Advisor |