| Date | Description |
|---|
| 2025-04-21 |
delete otherexecutives Scott Benson |
| 2025-04-21 |
insert managingdirector Joe Mooney |
| 2025-04-21 |
insert otherexecutives Joe Mooney |
| 2025-04-21 |
delete person Ashley Stoker |
| 2025-04-21 |
delete person Jared Fowler |
| 2025-04-21 |
insert person Alyssa Acosta |
| 2025-04-21 |
insert person Danielle Goff |
| 2025-04-21 |
update person_title Aaron Prida: Director, Base Camp Technology Procedures => Senior Director, Operational Efficiency |
| 2025-04-21 |
update person_title Adnan Siddiqui: Associate Director, Technology & Entitlements => Associate Director, Technology |
| 2025-04-21 |
update person_title Art Barno: Associate Director, Advisor Engagement => Director, Practice Synergies |
| 2025-04-21 |
update person_title Brandy Lancaster: Associate Director, Onboarding Specialist => Associate Director, Onboarding |
| 2025-04-21 |
update person_title Brooke Bucher: Associate, Base Camp Operations => Associate, Onboarding |
| 2025-04-21 |
update person_title Daniel Froning: Associate, Centralized Wealth Advisory Solutions => Associate Director, Centralized Wealth Advisory Services |
| 2025-04-21 |
update person_title Hannah Rao: Billing Associate, Financ => Associate, Billing |
| 2025-04-21 |
update person_title Joe Mooney: Managing Director, Advisor Engagement and Enterprise Development => Head of Business Development; Managing Director |
| 2025-04-21 |
update person_title Lindsay Heyman: Director, Base Camp Operations => VP, Onboarding |
| 2025-04-21 |
update person_title Marilyn Smith: Director, Base Camp Operations => Senior Director, Base Camp Operations |
| 2025-04-21 |
update person_title Mark Rossi: VP, Business Development, West Region => Business Development Officer, Northwest |
| 2025-04-21 |
update person_title Matthew Menkhaus: Investment Consultant => Associate Director, Investment Consultant |
| 2025-04-21 |
update person_title Nick Klein: VP, Business Development => Business Development Officer, Southeast |
| 2025-04-21 |
update person_title Nick Van Horn: VP, Practice Consultant => VP, Practice Synergies |
| 2025-04-21 |
update person_title Pratham Baldawa: Associate, Growth & Advisor Engagement => Associate, Technology |
| 2025-04-21 |
update person_title Romain Dawkins: Associate Director, Human Capital Development => Associate Director, Human Capital |
| 2025-04-21 |
update person_title Scott Benson: Compliance Officer => Senior VP, Compliance |
| 2025-04-21 |
update person_title Stacey Mullin: Associate Director, Compliance => Director, Compliance |
| 2025-04-21 |
update person_title Steve Bielke: Managing Director, Business Development => Business Development Officer, Central |
| 2025-04-21 |
update person_title Thais Dosal: Investment Coordinator => Associate Director, Investment Coordinator |
| 2025-04-21 |
update person_title Tim Bailey: Associate Director, Business Development => Regional Director, Business Development |
| 2025-04-21 |
update person_title Tom Pistole: VP, Business Development, West Region => Business Development Officer, Southwest |
| 2025-03-20 |
insert coo Joe McQuaid |
| 2025-03-20 |
insert person April Sheldon |
| 2025-03-20 |
insert person Brian Heimowitz |
| 2025-03-20 |
insert person Jared Fowler |
| 2025-03-20 |
insert person Jennifer Root |
| 2025-03-20 |
update person_title Ashley Chaffin: Chief of Staff, Advisor Marketing => Chief of Staff |
| 2025-03-20 |
update person_title Joe McQuaid: Managing Director, Platform Solutions and Advisor Experience => Chief Operations Officer |
| 2025-03-20 |
update person_title Liz Lenz: Strategic Advisor, Practice Management => Managing Director, Practice Synergies & Enterprise Consulting |
| 2025-03-20 |
update person_title Tim Bailey: Regional Director, Business Development => Associate Director, Business Development |
| 2025-01-15 |
insert otherexecutives Hunter Stewart |
| 2025-01-15 |
delete about_pages_linkeddomain concurrentclientportal.com |
| 2025-01-15 |
delete contact_pages_linkeddomain concurrentclientportal.com |
| 2025-01-15 |
delete index_pages_linkeddomain concurrentclientportal.com |
| 2025-01-15 |
delete investor_pages_linkeddomain concurrentclientportal.com |
| 2025-01-15 |
delete management_pages_linkeddomain concurrentclientportal.com |
| 2025-01-15 |
insert about_pages_linkeddomain bdreporting.com |
| 2025-01-15 |
insert contact_pages_linkeddomain bdreporting.com |
| 2025-01-15 |
insert index_pages_linkeddomain bdreporting.com |
| 2025-01-15 |
insert investor_pages_linkeddomain bdreporting.com |
| 2025-01-15 |
insert management_pages_linkeddomain bdreporting.com |
| 2025-01-15 |
insert person Adnan Siddiqui |
| 2025-01-15 |
insert person Jonathan Leeks |
| 2025-01-15 |
update person_title Ashley Stoker: Associate VP, Practice Synergies => Associate VP, Advisor Engagement and Growth Support |
| 2025-01-15 |
update person_title Brooke Bucher: Associate, Base Camp => Associate, Base Camp Operations |
| 2025-01-15 |
update person_title Daniel Froning: Associate, Centralized Wealth Advisory => Associate, Centralized Wealth Advisory Solutions |
| 2025-01-15 |
update person_title Hunter Stewart: Associate; Finance => Associate Director; Finance |
| 2025-01-15 |
update person_title Josh Don: Associate, Base Camp Operations => Associate Director, Base Camp Operations |
| 2025-01-15 |
update person_title Marilyn Smith: Associate Director, Base Camp Operations => Director, Base Camp Operations |
| 2025-01-15 |
update person_title Thais Dosal: Analyst, Investments Assistant => Investment Coordinator |
| 2024-12-15 |
insert person Amanda Scott |
| 2024-12-15 |
insert person David Montgomery |
| 2024-11-13 |
delete otherexecutives Danny Miller |
| 2024-11-13 |
delete person Danny Miller |
| 2024-11-13 |
delete person Scott Marsala |
| 2024-10-13 |
insert person Stacey Mullin |
| 2024-09-11 |
delete person Andrew Fager |
| 2024-08-11 |
insert person Brandy Lancaster |
| 2024-08-11 |
insert person Brooke Bucher |
| 2024-08-11 |
insert person Mark Rossi |
| 2024-08-11 |
insert person Romain Dawkins |
| 2024-08-11 |
insert person Scott Marsala |
| 2024-08-11 |
insert person Shikha Midha |
| 2024-08-11 |
insert person Tom Pistole |
| 2024-07-09 |
delete person George Kiesel |
| 2024-07-09 |
insert person Caitlyn Feenaughty |
| 2024-07-09 |
insert person Hannah Rao |
| 2024-07-09 |
insert person Kerry McDermott |
| 2024-07-09 |
insert person Matthew Menkhaus |
| 2024-07-09 |
insert person Nick Van Horn |
| 2024-07-09 |
insert person Shaniya Brown |
| 2024-07-09 |
insert person Tiahna Lilavois |
| 2024-07-09 |
update person_title Joe McQuaid: Managing Director, Base Camp Operations => Managing Director, Platform Solutions and Advisor Experience |
| 2024-03-31 |
delete cco Courtney Haddad |
| 2024-03-31 |
delete managingdirector Courtney Haddad |
| 2024-03-31 |
insert cfo Bo Ellison |
| 2024-03-31 |
insert managingdirector Bo Ellison |
| 2024-03-31 |
insert otherexecutives Danny Miller |
| 2024-03-31 |
delete about_pages_linkeddomain twitter.com |
| 2024-03-31 |
delete contact_pages_linkeddomain twitter.com |
| 2024-03-31 |
delete index_pages_linkeddomain twitter.com |
| 2024-03-31 |
delete investor_pages_linkeddomain twitter.com |
| 2024-03-31 |
delete management_pages_linkeddomain twitter.com |
| 2024-03-31 |
delete person Andrew Manna |
| 2024-03-31 |
delete person Grant McGinty |
| 2024-03-31 |
delete person Javi Otero Perez |
| 2024-03-31 |
delete person Jessica Baugher |
| 2024-03-31 |
delete person Kevin Graefe |
| 2024-03-31 |
delete person Lyonel Jean-Felix |
| 2024-03-31 |
delete person Tracie Bailey |
| 2024-03-31 |
insert about_pages_linkeddomain instagram.com |
| 2024-03-31 |
insert contact_pages_linkeddomain instagram.com |
| 2024-03-31 |
insert index_pages_linkeddomain instagram.com |
| 2024-03-31 |
insert investor_pages_linkeddomain instagram.com |
| 2024-03-31 |
insert management_pages_linkeddomain instagram.com |
| 2024-03-31 |
insert person Aaron Prida |
| 2024-03-31 |
insert person Andrew Farrell |
| 2024-03-31 |
insert person Ashley Stoker |
| 2024-03-31 |
insert person Bo Ellison |
| 2024-03-31 |
insert person Daniel Froning |
| 2024-03-31 |
insert person Danny Miller |
| 2024-03-31 |
insert person Joe Mooney |
| 2024-03-31 |
insert person Josh Don |
| 2024-03-31 |
insert person Liz Lenz |
| 2024-03-31 |
insert person Matthew Unger |
| 2024-03-31 |
insert person Morgan Buckridge |
| 2024-03-31 |
insert person Tim Bailey |
| 2024-03-31 |
insert person Tom Flood |
| 2024-03-31 |
update person_title Art Barno: Associate Director, Advisor Solutions => Associate Director, Advisor Engagement |
| 2024-03-31 |
update person_title Ashley Chaffin: Associate Director, Advisor Marketing => Chief of Staff, Advisor Marketing |
| 2024-03-31 |
update person_title Courtney Haddad: CCO; Managing Director => Chief Compliance Officer |
| 2024-03-31 |
update person_title Eddy Augsten: Managing Director, Investments => Managing Director, Investment Platform |
| 2024-03-31 |
update person_title George Kiesel: Associate Director, Business Development => Director, Project Management |
| 2024-03-31 |
update person_title Joe McQuaid: Managing Director, Platform Solutions => Managing Director, Base Camp Operations |
| 2024-03-31 |
update person_title Kevin McFarland: Founding Partner => Founding Partner, Human Capital |
| 2024-03-31 |
update person_title Lindsay Heyman: Associate Director, Advisor Solutions => Director, Base Camp Operations |
| 2024-03-31 |
update person_title Marilyn Smith: Associate Director, Advisor Solutions => Associate Director, Base Camp Operations |
| 2024-03-31 |
update person_title Neelab Naibkhyl: Chief of Staff => VP, Marketing & Communications |
| 2024-03-31 |
update person_title Pratham Baldawa: Associate, Strategy & Growth => Associate, Growth & Advisor Engagement |
| 2024-03-31 |
update person_title Scott Steele: Founding Partner => Founding Partner, M & a |
| 2024-03-31 |
update person_title Thais Dosal: Analyst, Investments => Analyst, Investments Assistant |
| 2023-10-09 |
delete person Alicia Baugher |
| 2023-10-09 |
delete person Joseph Godbout |
| 2023-10-09 |
delete person Kyle Plotzer |
| 2023-10-09 |
insert person Anthony David |
| 2023-09-06 |
insert person Pratham Baldawa |
| 2023-09-06 |
update person_title Casey Bates: Strategy & Growth => Managing Director, Strategy & Growth |
| 2023-09-06 |
update person_title Steve Bielke: Business Development => Managing Director, Business Development |