| Date | Description |
|---|
| 2023-04-09 |
delete otherexecutives Geoff Nelson |
| 2023-04-09 |
delete address 12455 SW 68th Avenue
Portland, Oregon 97223 |
| 2023-04-09 |
delete email am..@merceradvisors.com |
| 2023-04-09 |
delete email bc..@merceradvisors.com |
| 2023-04-09 |
delete email gn..@merceradvisors.com |
| 2023-04-09 |
delete email hh..@merceradvisors.com |
| 2023-04-09 |
delete email jg..@merceradvisors.com |
| 2023-04-09 |
delete person Andrea McCarthy |
| 2023-04-09 |
delete person Brandon Capicotto |
| 2023-04-09 |
delete person Geoff Nelson |
| 2023-04-09 |
delete person Haley Hegenauer |
| 2023-04-09 |
delete person Jack Gilligan |
| 2023-04-09 |
delete person Jeanette Jones |
| 2023-04-09 |
delete phone 818.713.8060 |
| 2023-04-09 |
delete source_ip 35.227.48.123 |
| 2023-04-09 |
insert address 4800 SW Meadows Road
Suite 300
Lake Oswego, Oregon
97035 |
| 2023-04-09 |
insert email bt..@merceradvisors.com |
| 2023-04-09 |
insert email ds..@merceradvisors.com |
| 2023-04-09 |
insert email dw..@merceradvisors.com |
| 2023-04-09 |
insert email ja..@merceradvisors.com |
| 2023-04-09 |
insert email kb..@merceradvisors.com |
| 2023-04-09 |
insert email kr..@merceradvisors.com |
| 2023-04-09 |
insert email nb..@merceradvisors.com |
| 2023-04-09 |
insert email sb..@merceradvisors.com |
| 2023-04-09 |
insert email sc..@merceradvisors.com |
| 2023-04-09 |
insert email tw..@merceradvisors.com |
| 2023-04-09 |
insert person Bonnie Travers |
| 2023-04-09 |
insert person Dave Werle |
| 2023-04-09 |
insert person Dawn G. Starks |
| 2023-04-09 |
insert person Jeannette Jones |
| 2023-04-09 |
insert person Jennifer Adams |
| 2023-04-09 |
insert person Kathryn Beach |
| 2023-04-09 |
insert person Kristen Revis |
| 2023-04-09 |
insert person Niki Barnes |
| 2023-04-09 |
insert person Sarah Cannon |
| 2023-04-09 |
insert person Scott Brooks |
| 2023-04-09 |
insert person Tammy Wakevainen |
| 2023-04-09 |
insert phone 888.642.1000 |
| 2023-04-09 |
insert source_ip 141.193.213.11 |
| 2023-04-09 |
insert source_ip 141.193.213.10 |
| 2023-04-09 |
update person_description Adam Frinsco => Adam Frinsco |
| 2023-04-09 |
update person_description Alan Thomson => Alan Thomson |
| 2023-04-09 |
update person_description Christopher Currin => Christopher Currin |
| 2023-04-09 |
update person_description Dale Acton => Dale Acton |
| 2023-04-09 |
update person_description David H. Levy => David H. Levy |
| 2023-04-09 |
update person_description Evan Bachman => Evan Bachman |
| 2023-04-09 |
update person_description Greta Fure => Greta Fure |
| 2023-04-09 |
update person_description Jack Thompson => Jack Thompson |
| 2023-04-09 |
update person_description Jake Meza => Jake Meza |
| 2023-04-09 |
update person_description Jefferson Bell => Jefferson Bell |
| 2023-04-09 |
update person_description Johannes Fure => Johannes Fure |
| 2023-04-09 |
update person_description John Howard => John Howard |
| 2023-04-09 |
update person_description Karin Fure => Karin Fure |
| 2023-04-09 |
update person_description Kristy Jordan => Kristy Jordan |
| 2023-04-09 |
update person_description Mary Jackson => Mary Jackson |
| 2023-04-09 |
update person_description Melanie Fitzgerald => Melanie Fitzgerald |
| 2023-04-09 |
update person_description Noah Reichert => Noah Reichert |
| 2023-04-09 |
update person_description Sally Toomey => Sally Toomey |
| 2023-04-09 |
update person_title Bradley Anderson: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-09 |
update person_title Evan Bachman: Associate Financial Planner => Financial Planner |
| 2023-04-09 |
update person_title Evan Salter: Client Services Specialist => Client Service Specialist |
| 2023-04-09 |
update person_title Gabrielle Mollick: Financial Planner => Associate Wealth Advisor |
| 2023-04-09 |
update person_title George Herr: Associate Financial Planner => Financial Planner |
| 2023-04-09 |
update person_title Henry Cox: Client Service Specialist => Associate Financial Planner |
| 2023-04-09 |
update person_title Kaz Woodward: Financial Planner => Associate Wealth Advisor |
| 2023-04-09 |
update person_title Rebekah Burns: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-09 |
update person_title Scott Hancock: Client Service Specialist => Client Service Manager, Wealth Path Group |
| 2023-04-09 |
update person_title Scott Weigel: Associate Wealth Advisor => Wealth Advisor |
| 2023-04-09 |
update person_title Stella Doyle: Associate Financial Planner => Financial Planner |
| 2023-04-09 |
update person_title W. Thomas McNary: Wealth Advisor => Wealth Advisor, Director |
| 2023-03-08 |
delete otherexecutives Joshua Lozow |
| 2023-03-08 |
delete svp Doug Fabian |
| 2023-03-08 |
insert managingdirector Ben Kautz |
| 2023-03-08 |
insert otherexecutives John Walker |
| 2023-03-08 |
delete address 3333 Piedmont Road
Suite 2010
Atlanta, Georgia 30305 |
| 2023-03-08 |
delete email ch..@merceradvisors.com |
| 2023-03-08 |
delete email cj..@merceradvisors.com |
| 2023-03-08 |
delete email jl..@merceradvisors.com |
| 2023-03-08 |
delete email jm..@merceradvisors.com |
| 2023-03-08 |
delete email js..@merceradvisors.com |
| 2023-03-08 |
delete email kd..@merceradvisors.com |
| 2023-03-08 |
delete email mj..@merceradvisors.com |
| 2023-03-08 |
delete email sk..@merceradvisors.com |
| 2023-03-08 |
delete email ts..@merceradvisors.com |
| 2023-03-08 |
delete email vw..@merceradvisors.com |
| 2023-03-08 |
delete email wf..@merceradvisors.com |
| 2023-03-08 |
delete person Charlene Jones |
| 2023-03-08 |
delete person Christina Hung |
| 2023-03-08 |
delete person Jeff Minc |
| 2023-03-08 |
delete person Jesse Schenck |
| 2023-03-08 |
delete person Joshua Lozow |
| 2023-03-08 |
delete person Kate DeGiorgi |
| 2023-03-08 |
delete person Michael W. Johns |
| 2023-03-08 |
delete person Sydney Kirkes |
| 2023-03-08 |
delete person Tyler Schaefer |
| 2023-03-08 |
delete person Victoria Williamson |
| 2023-03-08 |
delete person William Flanders |
| 2023-03-08 |
delete phone 404.893.4100 |
| 2023-03-08 |
delete phone 415.501.9192 |
| 2023-03-08 |
insert email aa..@merceradvisors.com |
| 2023-03-08 |
insert email af..@merceradvisors.com |
| 2023-03-08 |
insert email am..@merceradvisors.com |
| 2023-03-08 |
insert email at..@merceradvisors.com |
| 2023-03-08 |
insert email bk..@merceradvisors.com |
| 2023-03-08 |
insert email bo..@merceradvisors.com |
| 2023-03-08 |
insert email ck..@merceradvisors.com |
| 2023-03-08 |
insert email cm..@merceradvisors.com |
| 2023-03-08 |
insert email cw..@merceradvisors.com |
| 2023-03-08 |
insert email df..@merceradvisors.com |
| 2023-03-08 |
insert email dj..@merceradvisors.com |
| 2023-03-08 |
insert email dk..@merceradvisors.com |
| 2023-03-08 |
insert email dw..@merceradvisors.com |
| 2023-03-08 |
insert email en..@merceradvisors.com |
| 2023-03-08 |
insert email es..@merceradvisors.com |
| 2023-03-08 |
insert email fm..@merceradvisors.com |
| 2023-03-08 |
insert email gm..@merceradvisors.com |
| 2023-03-08 |
insert email hb..@merceradvisors.com |
| 2023-03-08 |
insert email hc..@merceradvisors.com |
| 2023-03-08 |
insert email hh..@merceradvisors.com |
| 2023-03-08 |
insert email hs..@merceradvisors.com |
| 2023-03-08 |
insert email jb..@merceradvisors.com |
| 2023-03-08 |
insert email jj..@merceradvisors.com |
| 2023-03-08 |
insert email jm..@merceradvisors.com |
| 2023-03-08 |
insert email jr..@merceradvisors.com |
| 2023-03-08 |
insert email jt..@merceradvisors.com |
| 2023-03-08 |
insert email jt..@merceradvisors.com |
| 2023-03-08 |
insert email jw..@merceradvisors.com |
| 2023-03-08 |
insert email kr..@merceradvisors.com |
| 2023-03-08 |
insert email ld..@merceradvisors.com |
| 2023-03-08 |
insert email le..@merceradvisors.com |
| 2023-03-08 |
insert email lr..@merceradvisors.com |
| 2023-03-08 |
insert email ls..@merceradvisors.com |
| 2023-03-08 |
insert email mb..@merceradvisors.com |
| 2023-03-08 |
insert email mb..@merceradvisors.com |
| 2023-03-08 |
insert email mg..@merceradvisors.com |
| 2023-03-08 |
insert email mm..@merceradvisors.com |
| 2023-03-08 |
insert email ms..@merceradvisors.com |
| 2023-03-08 |
insert email ms..@merceradvisors.com |
| 2023-03-08 |
insert email ms..@merceradvisors.com |
| 2023-03-08 |
insert email nd..@merceradvisors.com |
| 2023-03-08 |
insert email nh..@merceradvisors.com |
| 2023-03-08 |
insert email ni..@merceradvisors.com |
| 2023-03-08 |
insert email nr..@merceradvisors.com |
| 2023-03-08 |
insert email nz..@merceradvisors.com |
| 2023-03-08 |
insert email rb..@merceradvisors.com |
| 2023-03-08 |
insert email rf..@merceradvisors.com |
| 2023-03-08 |
insert email sc..@merceradvisors.com |
| 2023-03-08 |
insert email sf..@merceradvisors.com |
| 2023-03-08 |
insert email sr..@merceradvisors.com |
| 2023-03-08 |
insert email tb..@merceradvisors.com |
| 2023-03-08 |
insert email tj..@merceradvisors.com |
| 2023-03-08 |
insert email wm..@merceradvisors.com |
| 2023-03-08 |
insert email za..@merceradvisors.com |
| 2023-03-08 |
insert person Adam Frinsco |
| 2023-03-08 |
insert person Amber Adams |
| 2023-03-08 |
insert person Andrea McCarthy |
| 2023-03-08 |
insert person Anika Turc |
| 2023-03-08 |
insert person Ben Kautz |
| 2023-03-08 |
insert person Brittnae Olasehinde |
| 2023-03-08 |
insert person Candace Kinsler |
| 2023-03-08 |
insert person Charlene Maruska |
| 2023-03-08 |
insert person Chip Workman |
| 2023-03-08 |
insert person Danielle Frazier |
| 2023-03-08 |
insert person Debbie Krone |
| 2023-03-08 |
insert person Dennis Jablonoski |
| 2023-03-08 |
insert person Doug Watts |
| 2023-03-08 |
insert person Ernest Neeley |
| 2023-03-08 |
insert person Evan Salter |
| 2023-03-08 |
insert person Frank Moore |
| 2023-03-08 |
insert person Gabrielle Mollick |
| 2023-03-08 |
insert person Haiden Bowman |
| 2023-03-08 |
insert person Haley Hegenauer |
| 2023-03-08 |
insert person Helen Shingler |
| 2023-03-08 |
insert person Henry Cox |
| 2023-03-08 |
insert person Jack McCloskey |
| 2023-03-08 |
insert person James V. Tate |
| 2023-03-08 |
insert person Jeanette Jones |
| 2023-03-08 |
insert person Jesus Romero Enciso |
| 2023-03-08 |
insert person John Walker |
| 2023-03-08 |
insert person Jory Tracy |
| 2023-03-08 |
insert person Joseph Young |
| 2023-03-08 |
insert person Kevin Rainwater |
| 2023-03-08 |
insert person Larry Shaw |
| 2023-03-08 |
insert person Leigh Edwards |
| 2023-03-08 |
insert person Lily Robertson |
| 2023-03-08 |
insert person Logan Donovan |
| 2023-03-08 |
insert person Maeve Schmid |
| 2023-03-08 |
insert person Meagan Blazier |
| 2023-03-08 |
insert person Merideth Gillis |
| 2023-03-08 |
insert person Michael Stros |
| 2023-03-08 |
insert person Michelle Schrag |
| 2023-03-08 |
insert person Morgan Buckridge |
| 2023-03-08 |
insert person Mychelle Malveaux |
| 2023-03-08 |
insert person Nadia Dubowyj |
| 2023-03-08 |
insert person Nancy R. Hudak |
| 2023-03-08 |
insert person Nathan Zolynsky |
| 2023-03-08 |
insert person Nikki Ivins |
| 2023-03-08 |
insert person Noah Reichert |
| 2023-03-08 |
insert person Rebekah Burns |
| 2023-03-08 |
insert person Ryan M. Flurer |
| 2023-03-08 |
insert person Steve Cordasco |
| 2023-03-08 |
insert person Susan Feiste |
| 2023-03-08 |
insert person Suzanne Randolph |
| 2023-03-08 |
insert person Timothy Joseph |
| 2023-03-08 |
insert person Troy Buder |
| 2023-03-08 |
insert person William McNutt |
| 2023-03-08 |
insert person Zeke Aviles |
| 2023-03-08 |
update person_description Candace Davis => Candace Davis |
| 2023-03-08 |
update person_description Jeannie Seabaugh => Jeannie Seabaugh |
| 2023-03-08 |
update person_description Jenel Darland => Jenel Darland |
| 2023-03-08 |
update person_description John Stobbs => John Stobbs |
| 2023-03-08 |
update person_title Doug Fabian: Senior Vice President => Senior Vice President - Sales |
| 2023-03-08 |
update person_title Nicholas Ladaga: Regional Sales Associate => Associate RVP |
| 2023-02-04 |
delete chiefinvestmentofficer Donald Calcagni |
| 2023-02-04 |
delete otherexecutives Chris Jameson |
| 2023-02-04 |
delete address 161 W. Shadowbend Ave.
Suite 101
Friendswood, Texas 77546 |
| 2023-02-04 |
delete address 1801 East Cabrillo Boulevard
Santa Barbara, California 93108 |
| 2023-02-04 |
delete address 2373 Oak Valley Drive
Suite 110 & 140
Ann Arbor, Michigan 48103 |
| 2023-02-04 |
delete address 555 North Point Center East
Suite 510
Alpharetta, Georgia 30022 |
| 2023-02-04 |
delete address 5800 West 84th Street
Suite 950
Bloomington, Minnesota 55437 |
| 2023-02-04 |
delete address 5901-B Peachtree Dunwoody Road
Suite 275
Atlanta, Georgia 30328 |
| 2023-02-04 |
delete address 8614 Westwood Center Drive
Suite 750
Vienna, Virginia 22182 |
| 2023-02-04 |
delete address 891 Garrison Street
Lakewood, Colorado 80215 |
| 2023-02-04 |
delete address Chanin Building
122 East 42nd Street
Suite 2805
New York, New York 10168 |
| 2023-02-04 |
delete address Suite 1150
Atlanta, Georgia 30339 |
| 2023-02-04 |
delete contact_pages_linkeddomain mimecast.com |
| 2023-02-04 |
delete contact_pages_linkeddomain prnewswire.com |
| 2023-02-04 |
delete contact_pages_linkeddomain prweb.com |
| 2023-02-04 |
delete email ad..@merceradvisors.com |
| 2023-02-04 |
delete index_pages_linkeddomain fundintelligence.global |
| 2023-02-04 |
delete person Amy Ruffing |
| 2023-02-04 |
delete person Barbara Barreca |
| 2023-02-04 |
delete person Brittnae Olasehinde |
| 2023-02-04 |
delete person Candace Abrams |
| 2023-02-04 |
delete person Chris Jameson |
| 2023-02-04 |
delete person Donald Calcagni |
| 2023-02-04 |
delete person Emelyne Seh |
| 2023-02-04 |
delete person Florence Fuller Child |
| 2023-02-04 |
delete person Greg Alger |
| 2023-02-04 |
delete person Henry Cox |
| 2023-02-04 |
delete person Jacques Jagr |
| 2023-02-04 |
delete person Jesus Romero Enciso |
| 2023-02-04 |
delete person Josette Hewitt |
| 2023-02-04 |
delete person Judy McNary |
| 2023-02-04 |
delete person Katherine Sotiroff |
| 2023-02-04 |
delete person Logan Donovan |
| 2023-02-04 |
delete person Maeve Schmid |
| 2023-02-04 |
delete person Matthew Truckner |
| 2023-02-04 |
delete person Morgan Buckridge |
| 2023-02-04 |
delete person Rebekah Burns |
| 2023-02-04 |
delete person Sandra Mitchell |
| 2023-02-04 |
delete person William McNutt |
| 2023-02-04 |
delete person William Sands |
| 2023-02-04 |
delete person Zeke Aviles |
| 2023-02-04 |
delete phone 1.855.389.0550 |
| 2023-02-04 |
delete phone 303.444.1110 |
| 2023-02-04 |
delete phone 770.261.5380 |
| 2023-02-04 |
delete phone 800.335.8808 |
| 2023-02-04 |
delete phone 800.955.5993 |
| 2023-02-04 |
insert address 161 West Shadowbend Avenue
Suite 101
Friendswood, Texas 77546 |
| 2023-02-04 |
insert address 222 East Carrillo Street
Suite 400
Santa Barbara, California 93101 |
| 2023-02-04 |
insert address 3741 Douglas Boulevard
Suite 130
Roseville, California 95661 |
| 2023-02-04 |
insert address 412 Main Street
Franklin, Tennessee 37064 |
| 2023-02-04 |
insert address 5555 Glenridge Connector
Suite 825
Atlanta, Georgia 30342 |
| 2023-02-04 |
insert address 8500 Normandale Lake Blvd.
Suite 950
Bloomington, Minnesota 55437 |
| 2023-02-04 |
insert associated_investor State Street Global Advisors |
| 2023-02-04 |
insert career_pages_linkeddomain instagram.com |
| 2023-02-04 |
insert contact_pages_linkeddomain instagram.com |
| 2023-02-04 |
insert email ar..@merceradvisors.com |
| 2023-02-04 |
insert email at..@merceradvisors.com |
| 2023-02-04 |
insert email ba..@merceradvisors.com |
| 2023-02-04 |
insert email bd..@merceradvisors.com |
| 2023-02-04 |
insert email br..@merceradvisors.com |
| 2023-02-04 |
insert email bs..@merceradvisors.com |
| 2023-02-04 |
insert email bt..@merceradvisors.com |
| 2023-02-04 |
insert email cb..@merceradvisors.com |
| 2023-02-04 |
insert email cc..@merceradvisors.com |
| 2023-02-04 |
insert email ch..@merceradvisors.com |
| 2023-02-04 |
insert email cj..@merceradvisors.com |
| 2023-02-04 |
insert email cl..@merceradvisors.com |
| 2023-02-04 |
insert email cm..@merceradvisors.com |
| 2023-02-04 |
insert email cm..@merceradvisors.com |
| 2023-02-04 |
insert email cn..@merceradvisors.com |
| 2023-02-04 |
insert email cw..@merceradvisors.com |
| 2023-02-04 |
insert email da..@merceradvisors.com |
| 2023-02-04 |
insert email df..@merceradvisors.com |
| 2023-02-04 |
insert email dg..@merceradvisors.com |
| 2023-02-04 |
insert email dg..@merceradvisors.com |
| 2023-02-04 |
insert email dl..@merceradvisors.com |
| 2023-02-04 |
insert email dm..@merceradvisors.com |
| 2023-02-04 |
insert email dp..@merceradvisors.com |
| 2023-02-04 |
insert email ds..@merceradvisors.com |
| 2023-02-04 |
insert email ea..@merceradvisors.com |
| 2023-02-04 |
insert email eb..@merceradvisors.com |
| 2023-02-04 |
insert email ed..@merceradvisors.com |
| 2023-02-04 |
insert email ew..@merceradvisors.com |
| 2023-02-04 |
insert email ez..@merceradvisors.com |
| 2023-02-04 |
insert email gf..@merceradvisors.com |
| 2023-02-04 |
insert email gm..@merceradvisors.com |
| 2023-02-04 |
insert email gn..@merceradvisors.com |
| 2023-02-04 |
insert email hc..@merceradvisors.com |
| 2023-02-04 |
insert email jb..@merceradvisors.com |
| 2023-02-04 |
insert email jd..@merceradvisors.com |
| 2023-02-04 |
insert email jf..@merceradvisors.com |
| 2023-02-04 |
insert email jk..@merceradvisors.com |
| 2023-02-04 |
insert email jk..@merceradvisors.com |
| 2023-02-04 |
insert email jl..@merceradvisors.com |
| 2023-02-04 |
insert email jm..@merceradvisors.com |
| 2023-02-04 |
insert email jm..@merceradvisors.com |
| 2023-02-04 |
insert email js..@merceradvisors.com |
| 2023-02-04 |
insert email js..@merceradvisors.com |
| 2023-02-04 |
insert email js..@merceradvisors.com |
| 2023-02-04 |
insert email jt..@merceradvisors.com |
| 2023-02-04 |
insert email jt..@merceradvisors.com |
| 2023-02-04 |
insert email jv..@merceradvisors.com |
| 2023-02-04 |
insert email kc..@merceradvisors.com |
| 2023-02-04 |
insert email kd..@merceradvisors.com |
| 2023-02-04 |
insert email kf..@merceradvisors.com |
| 2023-02-04 |
insert email kw..@merceradvisors.com |
| 2023-02-04 |
insert email lc..@merceradvisors.com |
| 2023-02-04 |
insert email lr..@merceradvisors.com |
| 2023-02-04 |
insert email lr..@merceradvisors.com |
| 2023-02-04 |
insert email ls..@merceradvisors.com |
| 2023-02-04 |
insert email lt..@merceradvisors.com |
| 2023-02-04 |
insert email mc..@merceradvisors.com |
| 2023-02-04 |
insert email mc..@merceradvisors.com |
| 2023-02-04 |
insert email me..@merceradvisors.com |
| 2023-02-04 |
insert email mj..@merceradvisors.com |
| 2023-02-04 |
insert email nc..@merceradvisors.com |
| 2023-02-04 |
insert email nl..@merceradvisors.com |
| 2023-02-04 |
insert email nm..@merceradvisors.com |
| 2023-02-04 |
insert email pm..@merceradvisors.com |
| 2023-02-04 |
insert email ra..@merceradvisors.com |
| 2023-02-04 |
insert email rd..@merceradvisors.com |
| 2023-02-04 |
insert email rf..@merceradvisors.com |
| 2023-02-04 |
insert email rk..@merceradvisors.com |
| 2023-02-04 |
insert email rp..@merceradvisors.com |
| 2023-02-04 |
insert email rz..@merceradvisors.com |
| 2023-02-04 |
insert email sh..@merceradvisors.com |
| 2023-02-04 |
insert email sk..@merceradvisors.com |
| 2023-02-04 |
insert email sk..@merceradvisors.com |
| 2023-02-04 |
insert email sk..@merceradvisors.com |
| 2023-02-04 |
insert email st..@merceradvisors.com |
| 2023-02-04 |
insert email st..@merceradvisors.com |
| 2023-02-04 |
insert email sw..@merceradvisors.com |
| 2023-02-04 |
insert email tl..@merceradvisors.com |
| 2023-02-04 |
insert email tm..@merceradvisors.com |
| 2023-02-04 |
insert email vw..@merceradvisors.com |
| 2023-02-04 |
insert index_pages_linkeddomain instagram.com |
| 2023-02-04 |
insert person Charlene Jones |
| 2023-02-04 |
insert phone 231.929.4500 |
| 2023-02-04 |
insert phone 888.975.4554 |
| 2023-02-04 |
insert phone 916.786.7626 |
| 2023-02-04 |
insert service_pages_linkeddomain instagram.com |
| 2023-02-04 |
update person_description Amber Tanksley => Amber Tanksley |
| 2023-02-04 |
update person_description Andra Reason => Andra Reason |
| 2023-02-04 |
update person_description Ben Rowse => Ben Rowse |
| 2023-02-04 |
update person_description Bennet Thonakkara => Bennet Thonakkara |
| 2023-02-04 |
update person_description Brian Abatemarco => Brian Abatemarco |
| 2023-02-04 |
update person_description Brian Sullivan => Brian Sullivan |
| 2023-02-04 |
update person_description Brittany Doyle => Brittany Doyle |
| 2023-02-04 |
update person_description Cameron Willcox => Cameron Willcox |
| 2023-02-04 |
update person_description Carl Larimore => Carl Larimore |
| 2023-02-04 |
update person_description Chase Carmichael => Chase Carmichael |
| 2023-02-04 |
update person_description Chelsy Nikolish => Chelsy Nikolish |
| 2023-02-04 |
update person_description Christina Hung => Christina Hung |
| 2023-02-04 |
update person_description Christopher S. Murphy => Christopher S. Murphy |
| 2023-02-04 |
update person_description Chuck Breuch => Chuck Breuch |
| 2023-02-04 |
update person_description Craig Marrs => Craig Marrs |
| 2023-02-04 |
update person_description Dane Sauer => Dane Sauer |
| 2023-02-04 |
update person_description Danny Polyakov => Danny Polyakov |
| 2023-02-04 |
update person_description David E. Gardner => David E. Gardner |
| 2023-02-04 |
update person_description David H. Levy => David H. Levy |
| 2023-02-04 |
update person_description Dean R. Murray => Dean R. Murray |
| 2023-02-04 |
update person_description Doug Fabian => Doug Fabian |
| 2023-02-04 |
update person_description Douglas Gilbert => Douglas Gilbert |
| 2023-02-04 |
update person_description Edward Dunphy => Edward Dunphy |
| 2023-02-04 |
update person_description Eric Anderson => Eric Anderson |
| 2023-02-04 |
update person_description Eric Zehnder => Eric Zehnder |
| 2023-02-04 |
update person_description Erica Weiser => Erica Weiser |
| 2023-02-04 |
update person_description G. Merrick Estes => G. Merrick Estes |
| 2023-02-04 |
update person_description Geoff Nelson => Geoff Nelson |
| 2023-02-04 |
update person_description Glen Minton => Glen Minton |
| 2023-02-04 |
update person_description Heather Jenkins Capps => Heather Jenkins Capps |
| 2023-02-04 |
update person_description James Todd => James Todd |
| 2023-02-04 |
update person_description Jeff Bilberry => Jeff Bilberry |
| 2023-02-04 |
update person_description Jeff Kacal => Jeff Kacal |
| 2023-02-04 |
update person_description Jeff Katz => Jeff Katz |
| 2023-02-04 |
update person_description Jeff Minc => Jeff Minc |
| 2023-02-04 |
update person_description Joel Lange => Joel Lange |
| 2023-02-04 |
update person_description John Voralik => John Voralik |
| 2023-02-04 |
update person_description Kaz Woodward => Kaz Woodward |
| 2023-02-04 |
update person_description Kevin Dillon => Kevin Dillon |
| 2023-02-04 |
update person_description Kristen Comeau => Kristen Comeau |
| 2023-02-04 |
update person_description Laura Combs => Laura Combs |
| 2023-02-04 |
update person_description Laura Rowley => Laura Rowley |
| 2023-02-04 |
update person_description Laura Thompson => Laura Thompson |
| 2023-02-04 |
update person_description Lorenzo Riley => Lorenzo Riley |
| 2023-02-04 |
update person_description Matt Cook => Matt Cook |
| 2023-02-04 |
update person_description Michael W. Johns => Michael W. Johns |
| 2023-02-04 |
update person_description Nicholas Campbell => Nicholas Campbell |
| 2023-02-04 |
update person_description Nicholas Ladaga => Nicholas Ladaga |
| 2023-02-04 |
update person_description Nicole Mosley => Nicole Mosley |
| 2023-02-04 |
update person_description Patrick T. Moore => Patrick T. Moore |
| 2023-02-04 |
update person_description Ramsey Zreik => Ramsey Zreik |
| 2023-02-04 |
update person_description Renée Pichette => Renée Pichette |
| 2023-02-04 |
update person_description Rich Davtyan => Rich Davtyan |
| 2023-02-04 |
update person_description Rodney Alvarado => Rodney Alvarado |
| 2023-02-04 |
update person_description Ron Kibbe => Ron Kibbe |
| 2023-02-04 |
update person_description Ryan Frankel => Ryan Frankel |
| 2023-02-04 |
update person_description Sam Khan => Sam Khan |
| 2023-02-04 |
update person_description Scott Kays => Scott Kays |
| 2023-02-04 |
update person_description Scott Weigel => Scott Weigel |
| 2023-02-04 |
update person_description Susan Travis => Susan Travis |
| 2023-02-04 |
update person_description Sydney Kirkes => Sydney Kirkes |
| 2023-02-04 |
update person_description Todd LaLuzerne => Todd LaLuzerne |
| 2023-02-04 |
update person_description W. Thomas McNary => W. Thomas McNary |
| 2023-02-04 |
update person_title Jake Meza: Member of the Your Bloomington Team; Associate Financial Planner => Financial Planner |
| 2023-01-03 |
delete otherexecutives Todd E. Hagen |
| 2023-01-03 |
insert otherexecutives Bruce Harrison |
| 2023-01-03 |
delete person Alan C. Hewitt |
| 2023-01-03 |
delete person Alexander Doyle |
| 2023-01-03 |
delete person Amanda O'Sullivan |
| 2023-01-03 |
delete person Ann de Zeeuw |
| 2023-01-03 |
delete person Anne Arnaud |
| 2023-01-03 |
delete person Christopher Posey |
| 2023-01-03 |
delete person David Cain |
| 2023-01-03 |
delete person Devin Farrow |
| 2023-01-03 |
delete person Isaac Babalola |
| 2023-01-03 |
delete person James Parker |
| 2023-01-03 |
delete person Jill Jeter |
| 2023-01-03 |
delete person Judy Howard |
| 2023-01-03 |
delete person Kristin Greenleaf |
| 2023-01-03 |
delete person Mari Adam |
| 2023-01-03 |
delete person Matthew W. Sheets |
| 2023-01-03 |
delete person Navisha Sawh |
| 2023-01-03 |
delete person Raphael Aziz |
| 2023-01-03 |
delete person Robin Allis |
| 2023-01-03 |
delete person Ryan Overstreet |
| 2023-01-03 |
delete person Todd E. Hagen |
| 2023-01-03 |
delete person Tristan Pohren |
| 2023-01-03 |
delete person Tyler Davis |
| 2023-01-03 |
delete person Will Lupfer |
| 2023-01-03 |
insert address 10 Glenlake Parkway
South Tower Suite 150
Atlanta, Georgia 30328 |
| 2023-01-03 |
insert address 2373 Oak Valley Drive
Suite 110 & 140
Ann Arbor, Michigan 48103 |
| 2023-01-03 |
insert person Bill Starnes |
| 2023-01-03 |
insert person Briana Klotz |
| 2023-01-03 |
insert person Bruce Harrison |
| 2023-01-03 |
insert person Carolyn Stillman |
| 2023-01-03 |
insert person Dillon Tierney |
| 2023-01-03 |
insert person Ian Hamre |
| 2023-01-03 |
insert person Kristy Jordan |
| 2023-01-03 |
insert person Lisa Dellinger |
| 2023-01-03 |
insert person Rachel Roach |
| 2023-01-03 |
insert person Tyler Hillyer |
| 2023-01-03 |
insert phone 1.855.389.0550 |
| 2023-01-03 |
insert phone 734.668.4040 |
| 2023-01-03 |
insert phone 770.671.9500 |
| 2023-01-03 |
update person_title Aaron Boyce: Wealth Advisor => Regional Vice President, Wealth Advisor |
| 2023-01-03 |
update person_title Alan E. Hewitt: Client Advisor and Branch Manager; Member of the Your Camarillo Team => Wealth Advisor; Member of the Your Camarillo Team |
| 2023-01-03 |
update person_title Anna Apodaca: Regional Vice President, Wealth Advisor => Regional Vice President, Wealth Advisor, Director |
| 2023-01-03 |
update person_title José Castañeda: Client Solutions Representative => Regional Vice President, Wealth Advisor |
| 2023-01-03 |
update person_title Lacy Hartzler: Client Service Specialist => Regional Sales Associate |
| 2022-12-02 |
insert otherexecutives Dominic Colletti |
| 2022-12-02 |
insert otherexecutives Joshua Lozow |
| 2022-12-02 |
delete address 250 North Westlake Boulevard
Suite 250
Westlake Village, California 91362 |
| 2022-12-02 |
delete person Haley Griffin |
| 2022-12-02 |
delete person Jack Bruno |
| 2022-12-02 |
delete phone 805.495.8166 |
| 2022-12-02 |
insert address 161 W. Shadowbend Ave.
Suite 101
Friendswood, Texas 77546 |
| 2022-12-02 |
insert address 4800 Bissonnet Street
Bellaire, Texas 77401 |
| 2022-12-02 |
insert person Amanda Reed |
| 2022-12-02 |
insert person Anne Arnaud |
| 2022-12-02 |
insert person Candace Davis |
| 2022-12-02 |
insert person Cecilia Gutierrez |
| 2022-12-02 |
insert person Connor Nagelvoort |
| 2022-12-02 |
insert person Dale Acton |
| 2022-12-02 |
insert person Dale Hawthorne |
| 2022-12-02 |
insert person David Fure |
| 2022-12-02 |
insert person Dominic Colletti |
| 2022-12-02 |
insert person Eric Frampton |
| 2022-12-02 |
insert person Evan Bachman |
| 2022-12-02 |
insert person Evan Kennedy |
| 2022-12-02 |
insert person Greta Fure |
| 2022-12-02 |
insert person Ivette Herrera |
| 2022-12-02 |
insert person Jack Thompson |
| 2022-12-02 |
insert person Jake Meza |
| 2022-12-02 |
insert person Jenel Darland |
| 2022-12-02 |
insert person Johannes Fure |
| 2022-12-02 |
insert person Joshua Lozow |
| 2022-12-02 |
insert person Karin Fure |
| 2022-12-02 |
insert person Lenda Sandoval |
| 2022-12-02 |
insert person Liliana Huerta |
| 2022-12-02 |
insert person Luke Mazariegos |
| 2022-12-02 |
insert person Mark Cunningham |
| 2022-12-02 |
insert person Mark Ericson |
| 2022-12-02 |
insert person Patrick Moody |
| 2022-12-02 |
insert person Rasheed Jarmon |
| 2022-12-02 |
insert person Sally Toomey |
| 2022-12-02 |
insert person Sanley J. DePasquale |
| 2022-12-02 |
insert person Scott Berkson |
| 2022-12-02 |
insert person Tom Lacock |
| 2022-12-02 |
insert person Victoria Williamson |
| 2022-12-02 |
insert phone 281.486.8448 |
| 2022-12-02 |
insert phone 713.572.6300 |
| 2022-12-02 |
update person_title Dionisio Meneses: Associate; Advisor => Associate Wealth Advisor |
| 2022-11-01 |
delete otherexecutives Veronica Rubio |
| 2022-11-01 |
insert president Daniel Gourvitch |
| 2022-11-01 |
delete address 412 Main Street
Franklin, Tennessee 37064 |
| 2022-11-01 |
delete person Benton Rowse |
| 2022-11-01 |
delete person Charlene Jones |
| 2022-11-01 |
delete person Erin Neece |
| 2022-11-01 |
delete person Kathy Cain |
| 2022-11-01 |
delete person Stephanie Fernandes |
| 2022-11-01 |
delete person Veronica Rubio |
| 2022-11-01 |
insert address 18 Crow Canyon Court
Suite 250
San Ramon, California 94583 |
| 2022-11-01 |
insert address 412 Main Street
Suite 200
Franklin, Tennessee 37064 |
| 2022-11-01 |
insert address 67 Park Place East
Suite 700
Morristown, New Jersey 07960 |
| 2022-11-01 |
insert address 800 State Hwy 248
Unit 5, Bldg 1
Branson, Missouri 65616 |
| 2022-11-01 |
insert address 9200 Montgomery Road
Cincinnati, Ohio 45242 |
| 2022-11-01 |
insert person Alex Gianelli |
| 2022-11-01 |
insert person Amber Tanksley |
| 2022-11-01 |
insert person Ashley Felton |
| 2022-11-01 |
insert person Barbara Barreca |
| 2022-11-01 |
insert person Barbara Padilla |
| 2022-11-01 |
insert person Ben Rowse |
| 2022-11-01 |
insert person Blake Parker |
| 2022-11-01 |
insert person Brent Singleton |
| 2022-11-01 |
insert person Daniel Gourvitch |
| 2022-11-01 |
insert person DeAnna Bochno |
| 2022-11-01 |
insert person Dean Young |
| 2022-11-01 |
insert person Deborah Parker |
| 2022-11-01 |
insert person Dena Livingston |
| 2022-11-01 |
insert person Dennis Heim |
| 2022-11-01 |
insert person Derek DeMars |
| 2022-11-01 |
insert person Ethan Wallace |
| 2022-11-01 |
insert person Haiden Bowman |
| 2022-11-01 |
insert person Henry Cox |
| 2022-11-01 |
insert person Holly Gray |
| 2022-11-01 |
insert person Jeff Bilberry |
| 2022-11-01 |
insert person Jessica Livingston |
| 2022-11-01 |
insert person Jonathan Stirneman |
| 2022-11-01 |
insert person Jonathan Vance |
| 2022-11-01 |
insert person Jonathon Betze |
| 2022-11-01 |
insert person Joy De Pasquale |
| 2022-11-01 |
insert person Karen Rosen |
| 2022-11-01 |
insert person Kaz Woodward |
| 2022-11-01 |
insert person Kimberly Maxwell |
| 2022-11-01 |
insert person Krista-Arlene Palakiko |
| 2022-11-01 |
insert person Laurel Portman |
| 2022-11-01 |
insert person Lina Burlaka |
| 2022-11-01 |
insert person Lisa Pastushok |
| 2022-11-01 |
insert person Marcus Cooper |
| 2022-11-01 |
insert person Mathew Carrigy |
| 2022-11-01 |
insert person Michael Raidt |
| 2022-11-01 |
insert person Monica Wyse |
| 2022-11-01 |
insert person Nick Jensen |
| 2022-11-01 |
insert person Nick McDowell |
| 2022-11-01 |
insert person Olivia Manning |
| 2022-11-01 |
insert person Sarah Tenhundfeld |
| 2022-11-01 |
insert person Stacy Reen |
| 2022-11-01 |
insert person Steve Berkson |
| 2022-11-01 |
insert person Taylor Merriman |
| 2022-11-01 |
insert phone 513.771.7222 |
| 2022-11-01 |
insert phone 925.552.1400 |
| 2022-11-01 |
insert phone 973.605.8311 |
| 2022-11-01 |
update person_title Charlene Maruska: Regional Sales Manager => Regional Service Manager |