CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS - History of Changes


DateDescription
2023-03-24 delete address 161 W. Shadowbend Ave. Suite 101 Friendswood, Texas 77546
2023-03-24 delete address 1801 East Cabrillo Boulevard Santa Barbara, California 93108
2023-03-24 delete address 2373 Oak Valley Drive Suite 110 & 140 Ann Arbor, Michigan 48103
2023-03-24 delete address 3333 Piedmont Road Suite 2010 Atlanta, Georgia 30305
2023-03-24 delete address 555 North Point Center East Suite 510 Alpharetta, Georgia 30022
2023-03-24 delete address 5800 West 84th Street Suite 950 Bloomington, Minnesota 55437
2023-03-24 delete address 5901-B Peachtree Dunwoody Road Suite 275 Atlanta, Georgia 30328
2023-03-24 delete address 8614 Westwood Center Drive Suite 750 Vienna, Virginia 22182
2023-03-24 delete address 891 Garrison Street Lakewood, Colorado 80215
2023-03-24 delete address Chanin Building 122 East 42nd Street Suite 2805 New York, New York 10168
2023-03-24 delete address Suite 1150 Atlanta, Georgia 30339
2023-03-24 delete email ad..@merceradvisors.com
2023-03-24 delete phone 1.855.389.0550
2023-03-24 delete phone 303.444.1110
2023-03-24 delete phone 404.893.4100
2023-03-24 delete phone 415.501.9192
2023-03-24 delete phone 770.261.5380
2023-03-24 delete phone 800.335.8808
2023-03-24 delete phone 800.955.5993
2023-03-24 insert address 161 West Shadowbend Avenue Suite 101 Friendswood, Texas 77546
2023-03-24 insert address 222 East Carrillo Street Suite 400 Santa Barbara, California 93101
2023-03-24 insert address 2373 Oak Valley Drive Suite 110 Ann Arbor, Michigan 48103
2023-03-24 insert address 3741 Douglas Boulevard Suite 130 Roseville, California 95661
2023-03-24 insert address 412 Main Street Franklin, Tennessee 37064
2023-03-24 insert address 5555 Glenridge Connector Suite 825 Atlanta, Georgia 30342
2023-03-24 insert address 8500 Normandale Lake Blvd. Suite 950 Bloomington, Minnesota 55437
2023-03-24 insert email am..@merceradvisors.com
2023-03-24 insert email ar..@merceradvisors.com
2023-03-24 insert email at..@merceradvisors.com
2023-03-24 insert email ba..@merceradvisors.com
2023-03-24 insert email bd..@merceradvisors.com
2023-03-24 insert email bk..@merceradvisors.com
2023-03-24 insert email bo..@merceradvisors.com
2023-03-24 insert email bp..@merceradvisors.com
2023-03-24 insert email br..@merceradvisors.com
2023-03-24 insert email br..@merceradvisors.com
2023-03-24 insert email bs..@merceradvisors.com
2023-03-24 insert email bt..@merceradvisors.com
2023-03-24 insert email cb..@merceradvisors.com
2023-03-24 insert email cc..@merceradvisors.com
2023-03-24 insert email cd..@merceradvisors.com
2023-03-24 insert email ck..@merceradvisors.com
2023-03-24 insert email cl..@merceradvisors.com
2023-03-24 insert email cm..@merceradvisors.com
2023-03-24 insert email cm..@merceradvisors.com
2023-03-24 insert email cm..@merceradvisors.com
2023-03-24 insert email cn..@merceradvisors.com
2023-03-24 insert email cw..@merceradvisors.com
2023-03-24 insert email da..@merceradvisors.com
2023-03-24 insert email df..@merceradvisors.com
2023-03-24 insert email dg..@merceradvisors.com
2023-03-24 insert email dg..@merceradvisors.com
2023-03-24 insert email dh..@merceradvisors.com
2023-03-24 insert email dk..@merceradvisors.com
2023-03-24 insert email dl..@merceradvisors.com
2023-03-24 insert email dm..@merceradvisors.com
2023-03-24 insert email ds..@merceradvisors.com
2023-03-24 insert email dw..@merceradvisors.com
2023-03-24 insert email ea..@merceradvisors.com
2023-03-24 insert email eb..@merceradvisors.com
2023-03-24 insert email ed..@merceradvisors.com
2023-03-24 insert email em..@merceradvisors.com
2023-03-24 insert email ew..@merceradvisors.com
2023-03-24 insert email ez..@merceradvisors.com
2023-03-24 insert email fm..@merceradvisors.com
2023-03-24 insert email gf..@merceradvisors.com
2023-03-24 insert email gm..@merceradvisors.com
2023-03-24 insert email hb..@merceradvisors.com
2023-03-24 insert email hc..@merceradvisors.com
2023-03-24 insert email hh..@merceradvisors.com
2023-03-24 insert email hs..@merceradvisors.com
2023-03-24 insert email jb..@merceradvisors.com
2023-03-24 insert email jb..@merceradvisors.com
2023-03-24 insert email jd..@merceradvisors.com
2023-03-24 insert email jf..@merceradvisors.com
2023-03-24 insert email jf..@merceradvisors.com
2023-03-24 insert email jk..@merceradvisors.com
2023-03-24 insert email jl..@merceradvisors.com
2023-03-24 insert email jm..@merceradvisors.com
2023-03-24 insert email jm..@merceradvisors.com
2023-03-24 insert email jr..@merceradvisors.com
2023-03-24 insert email js..@merceradvisors.com
2023-03-24 insert email js..@merceradvisors.com
2023-03-24 insert email jt..@merceradvisors.com
2023-03-24 insert email jt..@merceradvisors.com
2023-03-24 insert email jt..@merceradvisors.com
2023-03-24 insert email jt..@merceradvisors.com
2023-03-24 insert email jv..@merceradvisors.com
2023-03-24 insert email kd..@merceradvisors.com
2023-03-24 insert email kf..@merceradvisors.com
2023-03-24 insert email kj..@merceradvisors.com
2023-03-24 insert email kw..@merceradvisors.com
2023-03-24 insert email lc..@merceradvisors.com
2023-03-24 insert email ld..@merceradvisors.com
2023-03-24 insert email lr..@merceradvisors.com
2023-03-24 insert email ls..@merceradvisors.com
2023-03-24 insert email ls..@merceradvisors.com
2023-03-24 insert email lt..@merceradvisors.com
2023-03-24 insert email ma..@merceradvisors.com
2023-03-24 insert email mb..@merceradvisors.com
2023-03-24 insert email mc..@merceradvisors.com
2023-03-24 insert email mc..@merceradvisors.com
2023-03-24 insert email me..@merceradvisors.com
2023-03-24 insert email mn..@merceradvisors.com
2023-03-24 insert email ms..@merceradvisors.com
2023-03-24 insert email ms..@merceradvisors.com
2023-03-24 insert email ms..@merceradvisors.com
2023-03-24 insert email nc..@merceradvisors.com
2023-03-24 insert email nd..@merceradvisors.com
2023-03-24 insert email nh..@merceradvisors.com
2023-03-24 insert email ni..@merceradvisors.com
2023-03-24 insert email nl..@merceradvisors.com
2023-03-24 insert email nm..@merceradvisors.com
2023-03-24 insert email nz..@merceradvisors.com
2023-03-24 insert email pm..@merceradvisors.com
2023-03-24 insert email ra..@merceradvisors.com
2023-03-24 insert email rd..@merceradvisors.com
2023-03-24 insert email rf..@merceradvisors.com
2023-03-24 insert email rk..@merceradvisors.com
2023-03-24 insert email rp..@merceradvisors.com
2023-03-24 insert email rz..@merceradvisors.com
2023-03-24 insert email sf..@merceradvisors.com
2023-03-24 insert email sg..@merceradvisors.com
2023-03-24 insert email sh..@merceradvisors.com
2023-03-24 insert email sh..@merceradvisors.com
2023-03-24 insert email sk..@merceradvisors.com
2023-03-24 insert email st..@merceradvisors.com
2023-03-24 insert email st..@merceradvisors.com
2023-03-24 insert email sw..@merceradvisors.com
2023-03-24 insert email tl..@merceradvisors.com
2023-03-24 insert email tm..@merceradvisors.com
2023-03-24 insert email tw..@merceradvisors.com
2023-03-24 insert email za..@merceradvisors.com
2023-03-24 insert phone 231.929.4500
2023-03-24 insert phone 888.975.4554
2023-03-24 insert phone 916.786.7626
2022-12-27 delete address 250 North Westlake Boulevard Suite 250 Westlake Village, California 91362
2022-12-27 delete phone 805.495.8166
2022-12-27 insert address 10 Glenlake Parkway South Tower Suite 150 Atlanta, Georgia 30328
2022-12-27 insert address 161 W. Shadowbend Ave. Suite 101 Friendswood, Texas 77546
2022-12-27 insert address 2373 Oak Valley Drive Suite 110 & 140 Ann Arbor, Michigan 48103
2022-12-27 insert address 4800 Bissonnet Street Bellaire, Texas 77401
2022-12-27 insert address 67 Park Place East Suite 700 Morristown, New Jersey 07960
2022-12-27 insert phone 1.855.389.0550
2022-12-27 insert phone 281.486.8448
2022-12-27 insert phone 713.572.6300
2022-12-27 insert phone 734.668.4040
2022-12-27 insert phone 770.671.9500
2022-12-27 insert phone 973.605.8311
2022-10-18 delete address 131 4th Street East Suite 320, PO Box 607 Ketchum, Idaho 83340
2022-10-18 delete address 412 Main Street Franklin, Tennessee 37064
2022-10-18 delete phone 425.709.2313
2022-10-18 insert address 1256 East Kingsley Springfield, Missouri 65804
2022-10-18 insert address 131 4th Street East Suite 320 Ketchum, Idaho 83340
2022-10-18 insert address 16150 Main Circle Drive Suite 115 Chesterfield, Missouri 63017
2022-10-18 insert address 18 Crow Canyon Court Suite 250 San Ramon, California 94583
2022-10-18 insert address 21 East Euclid Avenue Suite 101 Haddonfield, New Jersey 08033
2022-10-18 insert address 33 Lono Avenue Suite 390 Kahului, Hawaii 96732
2022-10-18 insert address 3333 Piedmont Road Suite 2010 Atlanta, Georgia 30305
2022-10-18 insert address 405 Fifth Avenue Suite 7-F Naples, Florida 34102
2022-10-18 insert address 412 Main Street Suite 200 Franklin, Tennessee 37064
2022-10-18 insert address 5550 Topanga Canyon Blvd Suite 350 Woodland Hills, California 91367
2022-10-18 insert address 5800 West 84th Street Suite 950 Bloomington, Minnesota 55437
2022-10-18 insert address 7234 Lancaster Pike Suite 220A Hockessin, Delaware 19707
2022-10-18 insert address 800 State Hwy 248 Unit 5, Bldg 1 Branson, Missouri 65616
2022-10-18 insert address 891 Garrison Street Lakewood, Colorado 80215
2022-10-18 insert address 9200 Montgomery Road Cincinnati, Ohio 45242
2022-10-18 insert phone 215.558.3500
2022-10-18 insert phone 302.239.1654
2022-10-18 insert phone 303.444.1110
2022-10-18 insert phone 404.893.4100
2022-10-18 insert phone 417.882.7283
2022-10-18 insert phone 513.771.7222
2022-10-18 insert phone 615.771.1012
2022-10-18 insert phone 636.536.1800
2022-10-18 insert phone 818.713.8060
2022-10-18 insert phone 925.552.1400
2022-10-18 insert phone 952.944.8250
2022-08-01 delete address 4440 PGA Boulevard Suite 600 Palm Beach Gardens, Florida 33410
2022-08-01 delete address 725 Cool Springs Suite 600 Franklin, Tennessee 37067
2022-08-01 delete phone 561.408.5715
2022-08-01 insert address 2008 Stephenson Ave SW Roanoke, Virginia 24014
2022-08-01 insert address 2985 Voyager Dr. Green Bay, Wisconsin 54311
2022-08-01 insert address 412 Main Street Franklin, Tennessee 37064
2022-08-01 insert address 412 S 14th St. Ponca City Oklahoma 74601
2022-08-01 insert address 440 Montford Avenue Asheville, North Carolina 28801
2022-08-01 insert address 8180 Greensboro Dr, #1010 McLean, Virginia 22102
2022-08-01 insert address 965 Post Road East Westport, Connecticut 06880
2022-08-01 insert phone 203.222.3575
2022-08-01 insert phone 540.204.9310
2022-08-01 insert phone 580.762.1121
2022-08-01 insert phone 703.773.2474
2022-08-01 insert phone 828.285.8777
2022-08-01 insert phone 920.496.7926
2022-06-30 insert address 1250 Ironwood Drive Suite 110 Coeur d'Alene, Idaho 83814
2022-06-30 insert address 130C Linden Oaks Rochester, New York 14625
2022-06-30 insert address 310 West Front Street Suite 308 Traverse City, Michigan 49684
2022-06-30 insert address 590 W. Centre St. Portage, Michigan 49024
2022-06-30 insert phone 269.488.6900
2022-06-30 insert phone 585.264.1658
2022-05-29 delete address 100 Pringle Avenue Suite 320 Walnut Creek, California 94596
2022-05-29 delete address 121 Southwest Morrison Street Suite 800 Portland, Oregon 97204
2022-05-29 delete address 4208 Six Forks Road Suite 1000 Raleigh, North Carolina 27609
2022-05-29 delete address 6720 North Scottsdale Road Suite 212 Scottsdale, Arizona 85253-4426
2022-05-29 delete address 7033 East Greenway Parkway Suite 205 Scottsdale, Arizona 85254
2022-05-29 delete phone 480.421.2660
2022-05-29 insert address 1 Horizon Court Suite A Rockwall, Texas 75032
2022-05-29 insert address 100 Pringle Avenue Suite 310 Walnut Creek, California 94596
2022-05-29 insert address 121 Southwest Morrison Street Suite 910 Portland, Oregon 97204
2022-05-29 insert address 7033 East Greenway Parkway Suite 290 Scottsdale, Arizona 85254
2022-05-29 insert address 8352 Six Forks Rd #201 Raleigh, North Carolina 27615
2022-05-29 insert phone 214.771.3363
2022-05-29 insert phone 615.771.1012
2022-05-29 insert phone 919.848.9999