| Date | Description |
|---|
| 2024-07-15 |
insert coo Kathryn L. Bates |
| 2024-07-15 |
delete address 1790 Hughes Landing, Suite 350
The Woodlands, Texas 77380 |
| 2024-07-15 |
delete address 3240 Central Mall Drive, Suite A
Port Arthur, TX 77642 |
| 2024-07-15 |
delete contact_pages_linkeddomain wsixmedia.com |
| 2024-07-15 |
delete index_pages_linkeddomain wsixmedia.com |
| 2024-07-15 |
delete management_pages_linkeddomain wsixmedia.com |
| 2024-07-15 |
delete partner_pages_linkeddomain wsixmedia.com |
| 2024-07-15 |
delete person Eugenio Garibay |
| 2024-07-15 |
delete person Lisa Brooks |
| 2024-07-15 |
delete person Margaret Schlesinger |
| 2024-07-15 |
delete person Sterling Gray |
| 2024-07-15 |
insert address 1790 Hughes Landing Blvd., Suite 575
The Woodlands, Texas 77380 |
| 2024-07-15 |
insert address 3016 Nederland Avenue
Nederland, TX 77627 |
| 2024-07-15 |
insert contact_pages_linkeddomain skratchcreative.com |
| 2024-07-15 |
insert index_pages_linkeddomain skratchcreative.com |
| 2024-07-15 |
insert management_pages_linkeddomain skratchcreative.com |
| 2024-07-15 |
insert partner_pages_linkeddomain skratchcreative.com |
| 2024-07-15 |
insert person Kevin Bruce |
| 2024-07-15 |
insert person Megan Esquibel |
| 2024-07-15 |
insert person Misty Navarro |
| 2024-07-15 |
insert person Ryan Hinson |
| 2024-07-15 |
insert person Scott Francis |
| 2024-07-15 |
update person_description Chris Harvey => Chris Harvey |
| 2024-07-15 |
update person_description Clarissa Comeaux => Clarissa Comeaux |
| 2024-07-15 |
update person_description Henry Pizzutello => Henry Pizzutello |
| 2024-07-15 |
update person_description Jacob Guinn => Jacob Guinn |
| 2024-07-15 |
update person_description Kathryn L. Bates => Kathryn L. Bates |
| 2024-07-15 |
update person_title Chris Harvey: Marketing Manager => Technical Support Analyst |
| 2024-07-15 |
update person_title Chuck DeAses: Interim COO; Founder of Veritas Business Consulting, Inc => Member of the Advisory Board; Founder of Veritas Business Consulting, Inc |
| 2024-07-15 |
update person_title Clarissa Comeaux: Operations Associate => Operations Manager |
| 2024-07-15 |
update person_title Jacob Guinn: Associate Wealth Advisor => Wealth Advisor |
| 2024-07-15 |
update person_title Kathryn L. Bates: Business Manager; Operations Manager => Chief Operating Officer; Chief Compliance Officer |
| 2024-07-15 |
update person_title Steve Brand: Business Development => Facilities Coordinator |
| 2024-07-15 |
update primary_contact 1790 Hughes Landing, Suite 350
The Woodlands, Texas 77380 => 1790 Hughes Landing Blvd., Suite 575
The Woodlands, Texas 77380 |
| 2022-08-11 |
delete person Audrey Kerdahi |
| 2022-08-11 |
delete person Matt Harvey |
| 2022-08-11 |
delete person Mitchell Patterson |
| 2022-08-11 |
insert contact_pages_linkeddomain sec.gov |
| 2022-08-11 |
insert index_pages_linkeddomain sec.gov |
| 2022-08-11 |
insert management_pages_linkeddomain sec.gov |
| 2022-08-11 |
insert partner Breaking Strongholds |
| 2022-08-11 |
insert partner CASA Child Advocates of Montgomery County |
| 2022-08-11 |
insert partner Greater Port Arthur Chamber of Commerce |
| 2022-08-11 |
insert partner Jake's House of Animal Rescue |
| 2022-08-11 |
insert partner_pages_linkeddomain sec.gov |
| 2022-08-11 |
insert person Clarissa Comeaux |
| 2022-08-11 |
insert person Eugenio Garibay |
| 2022-08-11 |
insert person Jacob Guinn |
| 2022-08-11 |
insert person Kathryn L. Bates |
| 2022-08-11 |
insert person Lisa Brooks |
| 2022-08-11 |
insert person Margaret Schlesinger |
| 2022-08-11 |
update person_description Christopher (Chris) Harvey => Chris Harvey |
| 2022-08-11 |
update person_description Henry Pizzutello => Henry Pizzutello |
| 2022-08-11 |
update person_title Chris Harvey: Client Care Coordinator => Marketing Manager |
| 2021-02-11 |
insert partner Patriot Legacy Fund |
| 2021-02-11 |
insert person Natalie Laurent |
| 2020-10-18 |
delete contact_pages_linkeddomain w6media.com |
| 2020-10-18 |
delete index_pages_linkeddomain w6media.com |
| 2020-10-18 |
delete management_pages_linkeddomain w6media.com |
| 2020-10-18 |
delete partner_pages_linkeddomain w6media.com |
| 2020-10-18 |
delete person George Musselman |
| 2020-10-18 |
delete person Jason Stepanik |
| 2020-10-18 |
delete person Robert Borden |
| 2020-10-18 |
insert contact_pages_linkeddomain wsixmedia.com |
| 2020-10-18 |
insert index_pages_linkeddomain wsixmedia.com |
| 2020-10-18 |
insert management_pages_linkeddomain wsixmedia.com |
| 2020-10-18 |
insert partner Montgomery County Food Bank |
| 2020-10-18 |
insert partner The Woodlands Area Chamber of Commerce |
| 2020-10-18 |
insert partner_pages_linkeddomain wsixmedia.com |
| 2020-10-18 |
update person_title Audrey Kerdahi: Client Service Associate => Business Manager |
| 2020-10-18 |
update person_title Matt Harvey: Operation Lead => Associate; Advisor |
| 2020-03-08 |
delete contact_pages_linkeddomain wsixmedia.com |
| 2020-03-08 |
delete index_pages_linkeddomain wsixmedia.com |
| 2020-03-08 |
delete management_pages_linkeddomain wsixmedia.com |
| 2020-03-08 |
delete partner_pages_linkeddomain wsixmedia.com |
| 2020-03-08 |
insert contact_pages_linkeddomain w6media.com |
| 2020-03-08 |
insert index_pages_linkeddomain w6media.com |
| 2020-03-08 |
insert management_pages_linkeddomain w6media.com |
| 2020-03-08 |
insert partner_pages_linkeddomain w6media.com |
| 2020-03-08 |
insert person Audrey Kerdahi |
| 2020-03-08 |
insert person Christopher Harvey |
| 2020-03-08 |
insert person Jason Stepanik |
| 2020-03-08 |
insert person Mitchell Patterson |
| 2020-03-08 |
insert person Sterling Gray |
| 2019-07-21 |
delete cco Kimberly Willing |
| 2019-07-21 |
insert chiefinvestmentofficer Henry Pizzutello |
| 2019-07-21 |
delete person Kathy Coleman |
| 2019-07-21 |
delete person Kimberly Willing |
| 2019-07-21 |
delete person Lynn Williams |
| 2019-07-21 |
insert person Henry Pizzutello |
| 2019-07-21 |
update person_description Larry A. Harvey => Larry A. Harvey |
| 2019-07-21 |
update person_description Matt Harvey => Matt Harvey |
| 2019-07-21 |
update person_title George Musselman: Service Advisor => Wealth Advisor |
| 2019-07-21 |
update person_title Matt Harvey: Client Services Associate => Operation Lead |
| 2018-03-05 |
delete otherexecutives Kimberly Willing |
| 2018-03-05 |
delete about_pages_linkeddomain air1.com |
| 2018-03-05 |
delete about_pages_linkeddomain bridgewoodfarms.org |
| 2018-03-05 |
delete about_pages_linkeddomain marchforbabies.org |
| 2018-03-05 |
delete about_pages_linkeddomain nationalmssociety.org |
| 2018-03-05 |
delete about_pages_linkeddomain twca.net |
| 2018-03-05 |
delete contact_pages_linkeddomain air1.com |
| 2018-03-05 |
delete contact_pages_linkeddomain bridgewoodfarms.org |
| 2018-03-05 |
delete contact_pages_linkeddomain marchforbabies.org |
| 2018-03-05 |
delete contact_pages_linkeddomain nationalmssociety.org |
| 2018-03-05 |
delete contact_pages_linkeddomain twca.net |
| 2018-03-05 |
delete index_pages_linkeddomain air1.com |
| 2018-03-05 |
delete index_pages_linkeddomain bridgewoodfarms.org |
| 2018-03-05 |
delete index_pages_linkeddomain marchforbabies.org |
| 2018-03-05 |
delete index_pages_linkeddomain nationalmssociety.org |
| 2018-03-05 |
delete index_pages_linkeddomain twca.net |
| 2018-03-05 |
delete management_pages_linkeddomain air1.com |
| 2018-03-05 |
delete management_pages_linkeddomain bridgewoodfarms.org |
| 2018-03-05 |
delete management_pages_linkeddomain marchforbabies.org |
| 2018-03-05 |
delete management_pages_linkeddomain nationalmssociety.org |
| 2018-03-05 |
delete management_pages_linkeddomain twca.net |
| 2018-03-05 |
delete person Kevin Bruce |
| 2018-03-05 |
delete person Kimberly Willing |
| 2018-03-05 |
delete person Mel Weems |
| 2018-03-05 |
insert contact_pages_linkeddomain wpgmaps.com |
| 2018-03-05 |
insert person Chuck DeAses |
| 2018-03-05 |
insert person Kimberly Van Pelt |
| 2018-03-05 |
update person_description Cameron Capriotti => Cameron Capriotti |
| 2016-12-10 |
delete person Michelle Bullock |
| 2016-12-10 |
insert person Cameron Capriotti |
| 2016-12-10 |
insert person Kevin Bruce |
| 2016-12-10 |
insert person Lynn Williams |
| 2016-12-10 |
update person_description Skyler Denny => Skyler Denny |
| 2016-12-10 |
update person_title Skyler Denny: Analyst => Financial Planning Specialist |
| 2016-05-07 |
delete contact_pages_linkeddomain addtoany.com |
| 2016-05-07 |
delete index_pages_linkeddomain addtoany.com |
| 2016-05-07 |
insert contact_pages_linkeddomain advisorclient.com |
| 2016-05-07 |
insert contact_pages_linkeddomain air1.com |
| 2016-05-07 |
insert contact_pages_linkeddomain bridgewoodfarms.org |
| 2016-05-07 |
insert contact_pages_linkeddomain emaplan.com |
| 2016-05-07 |
insert contact_pages_linkeddomain marchforbabies.org |
| 2016-05-07 |
insert contact_pages_linkeddomain nationalmssociety.org |
| 2016-05-07 |
insert contact_pages_linkeddomain schwab.com |
| 2016-05-07 |
insert contact_pages_linkeddomain twca.net |
| 2016-05-07 |
insert index_pages_linkeddomain advisorclient.com |
| 2016-05-07 |
insert index_pages_linkeddomain air1.com |
| 2016-05-07 |
insert index_pages_linkeddomain bridgewoodfarms.org |
| 2016-05-07 |
insert index_pages_linkeddomain emaplan.com |
| 2016-05-07 |
insert index_pages_linkeddomain marchforbabies.org |
| 2016-05-07 |
insert index_pages_linkeddomain nationalmssociety.org |
| 2016-05-07 |
insert index_pages_linkeddomain schwab.com |
| 2016-05-07 |
insert index_pages_linkeddomain twca.net |