| Date | Description |
|---|
| 2024-04-03 |
delete source_ip 104.17.167.172 |
| 2024-04-03 |
delete source_ip 104.17.168.172 |
| 2024-04-03 |
delete source_ip 104.17.169.172 |
| 2024-04-03 |
delete source_ip 104.17.170.172 |
| 2024-04-03 |
delete source_ip 104.17.171.172 |
| 2024-04-03 |
insert source_ip 141.193.213.21 |
| 2024-04-03 |
insert source_ip 141.193.213.20 |
| 2023-10-04 |
delete person Brittany Miller |
| 2023-10-04 |
delete person Kirstin Kimball |
| 2023-10-04 |
delete person Marchel Lea |
| 2023-10-04 |
delete person Stephanie Rennie |
| 2023-10-04 |
delete person Tom Knippa |
| 2023-10-04 |
insert person Kirsten Kimball |
| 2023-10-04 |
insert person Stephanie Lee |
| 2023-10-04 |
insert person Todd Hartsough |
| 2023-07-05 |
delete person Allyson Boyd |
| 2023-07-05 |
delete person Amy Kemper |
| 2023-07-05 |
delete person Tyler Rickert |
| 2023-07-05 |
insert person Allyson Woollweever |
| 2023-07-05 |
insert person Lucy Detwiler |
| 2023-07-05 |
update person_title Diedre Matheny: Financial Planner => Client Experience Manager |
| 2023-05-30 |
insert otherexecutives Brian Wessley |
| 2023-05-30 |
delete person Brian Remson |
| 2023-05-30 |
delete person Duncan Bowie |
| 2023-05-30 |
delete person George Woychik |
| 2023-05-30 |
delete person Kelly Glogas |
| 2023-05-30 |
delete person Leanne Middleton |
| 2023-05-30 |
delete person Sara McKown |
| 2023-05-30 |
delete person Sherry Firestone |
| 2023-05-30 |
delete person Will Chrisman |
| 2023-05-30 |
insert person Kirstin Kimball |
| 2023-05-30 |
update person_title Allyson Boyd: Paraplanner => Financial Planner |
| 2023-05-30 |
update person_title Amy Kemper: Paraplanner => Financial Planner |
| 2023-05-30 |
update person_title Brian Wessley: Chief Talent Officer / Corporate Development => Chief Talent Officer |
| 2023-05-30 |
update person_title Diedre Matheny: Paraplanner => Financial Planner |
| 2023-05-30 |
update person_title Karol Phillips: Paraplanner => Financial Planner |
| 2023-05-30 |
update person_title Marchel Lea: Paraplanner => Financial Planner |
| 2023-05-30 |
update person_title Marie Marden: Paraplanner => Client Care Coordinator |
| 2023-05-30 |
update person_title Ryan Cusin: Paraplanner => Financial Planner |
| 2023-05-30 |
update person_title Stephen Harvey: Paraplanner => Financial Planner |
| 2023-05-30 |
update person_title Tammy Roznovsky: Paraplanner => Financial Planner |
| 2023-05-30 |
update person_title Theresa Kruizenga: Paraplanner => Financial Planner |
| 2023-05-30 |
update person_title Tyler Rickert: Paraplanner => Financial Planner |
| 2023-04-11 |
delete address 2201 Civic Cir
Suite 925
Amarillo, TX 79109 |
| 2023-04-11 |
delete address 4350 Brownsboro Rd
Suite 110
Louisville, KY 40207 |
| 2023-04-11 |
delete address 5700 NW 130th St,
Suite 1
Oklahoma City, OK 73142 |
| 2023-04-11 |
delete address 7900 International Dr.,
Suite 510
Bloomington, MN 55425 |
| 2023-04-11 |
delete person Charles Hart |
| 2023-04-11 |
delete person Justin Mauer |
| 2023-04-11 |
delete source_ip 104.16.65.197 |
| 2023-04-11 |
delete source_ip 104.16.66.197 |
| 2023-04-11 |
delete source_ip 104.16.67.197 |
| 2023-04-11 |
delete source_ip 104.16.68.197 |
| 2023-04-11 |
delete source_ip 104.16.69.197 |
| 2023-04-11 |
insert address 111 W Walnut Street
River Falls, WI 54022 |
| 2023-04-11 |
insert address 15150 Badger Ranch Boulevard
Suite 203
Woodway, TX 76712 |
| 2023-04-11 |
insert address 2201 Civic Circle
Suite 925
Amarillo, TX 79109 |
| 2023-04-11 |
insert address 4350 Brownsboro Road
Suite 110
Louisville, KY 40207 |
| 2023-04-11 |
insert address 5700 NW 130th Street,
Suite 1
Oklahoma City, OK 73142 |
| 2023-04-11 |
insert address 710 North Main Street
Suite 102
River Falls, WI 54022 |
| 2023-04-11 |
insert address 7900 International Drive
Suite 510
Bloomington, MN 55425 |
| 2023-04-11 |
insert person Tyler Rickert |
| 2023-04-11 |
insert phone (715) 425-0305 |
| 2023-04-11 |
insert phone (715) 425-2408 |
| 2023-04-11 |
insert source_ip 104.17.167.172 |
| 2023-04-11 |
insert source_ip 104.17.168.172 |
| 2023-04-11 |
insert source_ip 104.17.169.172 |
| 2023-04-11 |
insert source_ip 104.17.170.172 |
| 2023-04-11 |
insert source_ip 104.17.171.172 |
| 2023-02-24 |
delete person Kelly Tobias |
| 2023-02-24 |
insert address 5700 NW 130th St,
Suite 1
Oklahoma City, OK 73142 |
| 2023-02-24 |
insert person Justin Mauer |
| 2023-02-24 |
insert person Tracy Miller |
| 2023-02-24 |
insert phone (405) 470-0359 |
| 2023-02-24 |
update person_title Laura Morton: Paraplanner => Financial Advisor |
| 2023-02-24 |
update person_title Sara McKown: Paraplanner => Client Support Manager |
| 2023-01-07 |
delete person Karen Brown |
| 2023-01-07 |
delete person Taylor Lacey |
| 2023-01-07 |
insert person Stephen Harvey |
| 2023-01-07 |
update person_title McKenna Clifford: Wealth Partner => Wealth Manager |
| 2022-11-22 |
insert person Christian Bichler |
| 2022-11-22 |
insert person Ryan Cusin |
| 2022-11-22 |
insert person Tammy Roznovsky |
| 2022-10-13 |
insert chieflegalofficer Kyle Osting |
| 2022-10-13 |
delete person Jordan Smith |
| 2022-10-13 |
delete person Martin Landry |
| 2022-10-13 |
insert address 2201 Civic Cir
Suite 925
Amarillo, TX 79109 |
| 2022-10-13 |
insert address 4350 Brownsboro Rd
Suite 110
Louisville, KY 40207 |
| 2022-10-13 |
insert person Brad Michels |
| 2022-10-13 |
insert person Duncan Bowie |
| 2022-10-13 |
insert person Karol Phillips |
| 2022-10-13 |
insert person Kyle Osting |
| 2022-10-13 |
insert person Leanne Middleton |
| 2022-10-13 |
insert person Sara McKown |
| 2022-10-13 |
insert person Stephanie Rennie |
| 2022-10-13 |
insert person Steve Swicegood |
| 2022-10-13 |
insert phone (502) 589-1772 |
| 2022-10-13 |
insert phone (806) 352-3917 |
| 2022-06-30 |
insert address 7900 International Dr.,
Suite 510
Bloomington, MN 55425 |
| 2022-06-30 |
insert person Amy Kemper |
| 2022-06-30 |
insert person Daniel Steichen |
| 2022-06-30 |
insert person George Woychik |
| 2022-06-30 |
insert person Karen Brown |
| 2022-06-30 |
insert person Marchel Lea |
| 2022-06-30 |
insert person Marie Marden |
| 2022-06-30 |
insert person Susan Isaacson |
| 2022-06-30 |
insert person Taylor Lacey |
| 2022-06-30 |
insert phone (952) 955-9781 |