FINANCIAL INVESTMENT MANAGEMENT GROUP - History of Changes

DateDescription
2023-03-13 delete chiefinvestmentofficer Donald Calcagni
2023-03-13 delete otherexecutives Chris Jameson
2023-03-13 delete otherexecutives Kristen Comeau
2023-03-13 delete otherexecutives Sam Khan
2023-03-13 delete svp Doug Fabian
2023-03-13 insert otherexecutives Adam Lee
2023-03-13 delete address 161 W. Shadowbend Ave. Suite 101 Friendswood, Texas 77546
2023-03-13 delete address 1801 East Cabrillo Boulevard Santa Barbara, California 93108
2023-03-13 delete address 2373 Oak Valley Drive Suite 110 & 140 Ann Arbor, Michigan 48103
2023-03-13 delete address 3333 Piedmont Road Suite 2010 Atlanta, Georgia 30305
2023-03-13 delete address 555 North Point Center East Suite 510 Alpharetta, Georgia 30022
2023-03-13 delete address 5800 West 84th Street Suite 950 Bloomington, Minnesota 55437
2023-03-13 delete address 5901-B Peachtree Dunwoody Road Suite 275 Atlanta, Georgia 30328
2023-03-13 delete address 8614 Westwood Center Drive Suite 750 Vienna, Virginia 22182
2023-03-13 delete address 891 Garrison Street Lakewood, Colorado 80215
2023-03-13 delete address Chanin Building 122 East 42nd Street Suite 2805 New York, New York 10168
2023-03-13 delete address Suite 1150 Atlanta, Georgia 30339
2023-03-13 delete contact_pages_linkeddomain citywireusa.com
2023-03-13 delete contact_pages_linkeddomain mimecast.com
2023-03-13 delete contact_pages_linkeddomain prnewswire.com
2023-03-13 delete contact_pages_linkeddomain prweb.com
2023-03-13 delete email ad..@merceradvisors.com
2023-03-13 delete index_pages_linkeddomain fundintelligence.global
2023-03-13 delete person Amy Ruffing
2023-03-13 delete person Anne Arnaud
2023-03-13 delete person Barbara Barreca
2023-03-13 delete person Candace Abrams
2023-03-13 delete person Chris Jameson
2023-03-13 delete person Christina Hung
2023-03-13 delete person Danny Polyakov
2023-03-13 delete person David H. Levy
2023-03-13 delete person Devin Farrow
2023-03-13 delete person Donald Calcagni
2023-03-13 delete person Doug Fabian
2023-03-13 delete person Emelyne Seh
2023-03-13 delete person Florence Fuller Child
2023-03-13 delete person Greg Alger
2023-03-13 delete person Heather Jenkins Capps
2023-03-13 delete person Jacques Jagr
2023-03-13 delete person Jeff Kacal
2023-03-13 delete person Jeff Minc
2023-03-13 delete person Jesse Schenck
2023-03-13 delete person Josette Hewitt
2023-03-13 delete person Judy McNary
2023-03-13 delete person Katherine Sotiroff
2023-03-13 delete person Kristen Comeau
2023-03-13 delete person Laura Rowley
2023-03-13 delete person Matthew Truckner
2023-03-13 delete person Michael W. Johns
2023-03-13 delete person Rebekah Burns
2023-03-13 delete person Sam Khan
2023-03-13 delete person Sandra Mitchell
2023-03-13 delete person Sydney Kirkes
2023-03-13 delete person Victoria Williamson
2023-03-13 delete person Will Lupfer
2023-03-13 delete person William McNutt
2023-03-13 delete person William Sands
2023-03-13 delete phone 1.855.389.0550
2023-03-13 delete phone 303.444.1110
2023-03-13 delete phone 404.893.4100
2023-03-13 delete phone 415.501.9192
2023-03-13 delete phone 770.261.5380
2023-03-13 delete phone 800.335.8808
2023-03-13 delete phone 800.955.5993
2023-03-13 delete source_ip 172.67.136.233
2023-03-13 delete source_ip 104.21.73.9
2023-03-13 insert address 161 West Shadowbend Avenue Suite 101 Friendswood, Texas 77546
2023-03-13 insert address 222 East Carrillo Street Suite 400 Santa Barbara, California 93101
2023-03-13 insert address 2373 Oak Valley Drive Suite 110 Ann Arbor, Michigan 48103
2023-03-13 insert address 3741 Douglas Boulevard Suite 130 Roseville, California 95661
2023-03-13 insert address 412 Main Street Franklin, Tennessee 37064
2023-03-13 insert address 5555 Glenridge Connector Suite 825 Atlanta, Georgia 30342
2023-03-13 insert address 8500 Normandale Lake Blvd. Suite 950 Bloomington, Minnesota 55437
2023-03-13 insert associated_investor State Street Global Advisors
2023-03-13 insert career_pages_linkeddomain instagram.com
2023-03-13 insert contact_pages_linkeddomain instagram.com
2023-03-13 insert email am..@merceradvisors.com
2023-03-13 insert email ar..@merceradvisors.com
2023-03-13 insert email at..@merceradvisors.com
2023-03-13 insert email ba..@merceradvisors.com
2023-03-13 insert email bd..@merceradvisors.com
2023-03-13 insert email bk..@merceradvisors.com
2023-03-13 insert email bo..@merceradvisors.com
2023-03-13 insert email bp..@merceradvisors.com
2023-03-13 insert email br..@merceradvisors.com
2023-03-13 insert email br..@merceradvisors.com
2023-03-13 insert email bs..@merceradvisors.com
2023-03-13 insert email bt..@merceradvisors.com
2023-03-13 insert email cb..@merceradvisors.com
2023-03-13 insert email cc..@merceradvisors.com
2023-03-13 insert email cd..@merceradvisors.com
2023-03-13 insert email ck..@merceradvisors.com
2023-03-13 insert email cl..@merceradvisors.com
2023-03-13 insert email cm..@merceradvisors.com
2023-03-13 insert email cm..@merceradvisors.com
2023-03-13 insert email cm..@merceradvisors.com
2023-03-13 insert email cn..@merceradvisors.com
2023-03-13 insert email cw..@merceradvisors.com
2023-03-13 insert email da..@merceradvisors.com
2023-03-13 insert email df..@merceradvisors.com
2023-03-13 insert email dg..@merceradvisors.com
2023-03-13 insert email dg..@merceradvisors.com
2023-03-13 insert email dh..@merceradvisors.com
2023-03-13 insert email dk..@merceradvisors.com
2023-03-13 insert email dm..@merceradvisors.com
2023-03-13 insert email ds..@merceradvisors.com
2023-03-13 insert email dw..@merceradvisors.com
2023-03-13 insert email ea..@merceradvisors.com
2023-03-13 insert email eb..@merceradvisors.com
2023-03-13 insert email ed..@merceradvisors.com
2023-03-13 insert email em..@merceradvisors.com
2023-03-13 insert email ew..@merceradvisors.com
2023-03-13 insert email ez..@merceradvisors.com
2023-03-13 insert email fm..@merceradvisors.com
2023-03-13 insert email gf..@merceradvisors.com
2023-03-13 insert email gm..@merceradvisors.com
2023-03-13 insert email gn..@merceradvisors.com
2023-03-13 insert email hb..@merceradvisors.com
2023-03-13 insert email hc..@merceradvisors.com
2023-03-13 insert email hh..@merceradvisors.com
2023-03-13 insert email hs..@merceradvisors.com
2023-03-13 insert email jb..@merceradvisors.com
2023-03-13 insert email jb..@merceradvisors.com
2023-03-13 insert email jd..@merceradvisors.com
2023-03-13 insert email jf..@merceradvisors.com
2023-03-13 insert email jf..@merceradvisors.com
2023-03-13 insert email jk..@merceradvisors.com
2023-03-13 insert email jl..@merceradvisors.com
2023-03-13 insert email jm..@merceradvisors.com
2023-03-13 insert email jm..@merceradvisors.com
2023-03-13 insert email jr..@merceradvisors.com
2023-03-13 insert email js..@merceradvisors.com
2023-03-13 insert email js..@merceradvisors.com
2023-03-13 insert email jt..@merceradvisors.com
2023-03-13 insert email jt..@merceradvisors.com
2023-03-13 insert email jt..@merceradvisors.com
2023-03-13 insert email jt..@merceradvisors.com
2023-03-13 insert email jv..@merceradvisors.com
2023-03-13 insert email kd..@merceradvisors.com
2023-03-13 insert email kf..@merceradvisors.com
2023-03-13 insert email kj..@merceradvisors.com
2023-03-13 insert email kw..@merceradvisors.com
2023-03-13 insert email lc..@merceradvisors.com
2023-03-13 insert email ld..@merceradvisors.com
2023-03-13 insert email lr..@merceradvisors.com
2023-03-13 insert email ls..@merceradvisors.com
2023-03-13 insert email ls..@merceradvisors.com
2023-03-13 insert email lt..@merceradvisors.com
2023-03-13 insert email ma..@merceradvisors.com
2023-03-13 insert email mb..@merceradvisors.com
2023-03-13 insert email mc..@merceradvisors.com
2023-03-13 insert email mc..@merceradvisors.com
2023-03-13 insert email me..@merceradvisors.com
2023-03-13 insert email mn..@merceradvisors.com
2023-03-13 insert email ms..@merceradvisors.com
2023-03-13 insert email ms..@merceradvisors.com
2023-03-13 insert email ms..@merceradvisors.com
2023-03-13 insert email nc..@merceradvisors.com
2023-03-13 insert email nd..@merceradvisors.com
2023-03-13 insert email nh..@merceradvisors.com
2023-03-13 insert email ni..@merceradvisors.com
2023-03-13 insert email nl..@merceradvisors.com
2023-03-13 insert email nm..@merceradvisors.com
2023-03-13 insert email nz..@merceradvisors.com
2023-03-13 insert email pm..@merceradvisors.com
2023-03-13 insert email ra..@merceradvisors.com
2023-03-13 insert email rd..@merceradvisors.com
2023-03-13 insert email rf..@merceradvisors.com
2023-03-13 insert email rk..@merceradvisors.com
2023-03-13 insert email rp..@merceradvisors.com
2023-03-13 insert email rz..@merceradvisors.com
2023-03-13 insert email sf..@merceradvisors.com
2023-03-13 insert email sg..@merceradvisors.com
2023-03-13 insert email sh..@merceradvisors.com
2023-03-13 insert email sh..@merceradvisors.com
2023-03-13 insert email sk..@merceradvisors.com
2023-03-13 insert email st..@merceradvisors.com
2023-03-13 insert email st..@merceradvisors.com
2023-03-13 insert email sw..@merceradvisors.com
2023-03-13 insert email tl..@merceradvisors.com
2023-03-13 insert email tm..@merceradvisors.com
2023-03-13 insert email tw..@merceradvisors.com
2023-03-13 insert email za..@merceradvisors.com
2023-03-13 insert index_pages_linkeddomain instagram.com
2023-03-13 insert management_pages_linkeddomain instagram.com
2023-03-13 insert person Andrea McCarthy
2023-03-13 insert person Candace Kinsler
2023-03-13 insert person Debbie Krone
2023-03-13 insert person Doug Watts
2023-03-13 insert person Frank Moore
2023-03-13 insert person Haley Hegenauer
2023-03-13 insert person Helen Shingler
2023-03-13 insert person Jack McCloskey
2023-03-13 insert person Jory Tracy
2023-03-13 insert person Michael Stros
2023-03-13 insert person Michelle Schrag
2023-03-13 insert person Nadia Dubowyj
2023-03-13 insert person Nathan Zolynsky
2023-03-13 insert person Susan Feiste
2023-03-13 insert person Tammy Wakevainen
2023-03-13 insert phone 231.929.4500
2023-03-13 insert phone 888.975.4554
2023-03-13 insert phone 916.786.7626
2023-03-13 insert service_pages_linkeddomain instagram.com
2023-03-13 insert source_ip 141.193.213.11
2023-03-13 insert source_ip 141.193.213.10
2023-03-13 update person_description Amber Tanksley => Amber Tanksley
2023-03-13 update person_description Andra Reason => Andra Reason
2023-03-13 update person_description Ben Kautz => Ben Kautz
2023-03-13 update person_description Ben Rowse => Ben Rowse
2023-03-13 update person_description Bennet Thonakkara => Bennet Thonakkara
2023-03-13 update person_description Brian Abatemarco => Brian Abatemarco
2023-03-13 update person_description Brian Picariello => Brian Picariello
2023-03-13 update person_description Brian Sullivan => Brian Sullivan
2023-03-13 update person_description Brittany Doyle => Brittany Doyle
2023-03-13 update person_description Brittany Rice => Brittany Rice
2023-03-13 update person_description Brittnae Olasehinde => Brittnae Olasehinde
2023-03-13 update person_description Cameron Willcox => Cameron Willcox
2023-03-13 update person_description Candace Davis => Candace Davis
2023-03-13 update person_description Carl Larimore => Carl Larimore
2023-03-13 update person_description Charlene Maruska => Charlene Maruska
2023-03-13 update person_description Chase Carmichael => Chase Carmichael
2023-03-13 update person_description Chelsy Nikolish => Chelsy Nikolish
2023-03-13 update person_description Christopher S. Murphy => Christopher S. Murphy
2023-03-13 update person_description Chuck Breuch => Chuck Breuch
2023-03-13 update person_description Craig Marrs => Craig Marrs
2023-03-13 update person_description Dane Sauer => Dane Sauer
2023-03-13 update person_description Danielle Frazier => Danielle Frazier
2023-03-13 update person_description David E. Gardner => David E. Gardner
2023-03-13 update person_description Dean R. Murray => Dean R. Murray
2023-03-13 update person_description Douglas Gilbert => Douglas Gilbert
2023-03-13 update person_description Edward Dunphy => Edward Dunphy
2023-03-13 update person_description Emily Messegee => Emily Messegee
2023-03-13 update person_description Eric Anderson => Eric Anderson
2023-03-13 update person_description Eric Zehnder => Eric Zehnder
2023-03-13 update person_description Erica Weiser => Erica Weiser
2023-03-13 update person_description G. Merrick Estes => G. Merrick Estes
2023-03-13 update person_description Geoff Nelson => Geoff Nelson
2023-03-13 update person_description Glen Minton => Glen Minton
2023-03-13 update person_description Haiden Bowman => Haiden Bowman
2023-03-13 update person_description Henry Cox => Henry Cox
2023-03-13 update person_description James Taylor => James Taylor
2023-03-13 update person_description James Todd => James Todd
2023-03-13 update person_description Jeannie Seabaugh => Jeannie Seabaugh
2023-03-13 update person_description Jeff Bilberry => Jeff Bilberry
2023-03-13 update person_description Jeff Katz => Jeff Katz
2023-03-13 update person_description Jenel Darland => Jenel Darland
2023-03-13 update person_description Jesus Romero Enciso => Jesus Romero Enciso
2023-03-13 update person_description JoAnn Ferradino => JoAnn Ferradino
2023-03-13 update person_description Joel Lange => Joel Lange
2023-03-13 update person_description John Stobbs => John Stobbs
2023-03-13 update person_description John Voralik => John Voralik
2023-03-13 update person_description Joseph Young => Joseph Young
2023-03-13 update person_description Kaz Woodward => Kaz Woodward
2023-03-13 update person_description Kevin Dillon => Kevin Dillon
2023-03-13 update person_description Kevin Jack => Kevin Jack
2023-03-13 update person_description Laura Combs => Laura Combs
2023-03-13 update person_description Laura Thompson => Laura Thompson
2023-03-13 update person_description Logan Donovan => Logan Donovan
2023-03-13 update person_description Lorenzo Riley => Lorenzo Riley
2023-03-13 update person_description Lucas Schwaller => Lucas Schwaller
2023-03-13 update person_description Maeve Schmid => Maeve Schmid
2023-03-13 update person_description Marc A. Normann => Marc A. Normann
2023-03-13 update person_description Matt Cook => Matt Cook
2023-03-13 update person_description Nancy R. Hudak => Nancy R. Hudak
2023-03-13 update person_description Nicholas Campbell => Nicholas Campbell
2023-03-13 update person_description Nicholas Ladaga => Nicholas Ladaga
2023-03-13 update person_description Nicole Mosley => Nicole Mosley
2023-03-13 update person_description Nikki Ivins => Nikki Ivins
2023-03-13 update person_description Patrick T. Moore => Patrick T. Moore
2023-03-13 update person_description Ramsey Zreik => Ramsey Zreik
2023-03-13 update person_description Renée Pichette => Renée Pichette
2023-03-13 update person_description Rich Davtyan => Rich Davtyan
2023-03-13 update person_description Rodney Alvarado => Rodney Alvarado
2023-03-13 update person_description Ron Kibbe => Ron Kibbe
2023-03-13 update person_description Ryan Frankel => Ryan Frankel
2023-03-13 update person_description Scott Hancock => Scott Hancock
2023-03-13 update person_description Scott Kays => Scott Kays
2023-03-13 update person_description Scott Weigel => Scott Weigel
2023-03-13 update person_description Susan Travis => Susan Travis
2023-03-13 update person_description Susy Gibo => Susy Gibo
2023-03-13 update person_description Todd LaLuzerne => Todd LaLuzerne
2023-03-13 update person_description W. Thomas McNary => W. Thomas McNary
2023-03-13 update person_description Zeke Aviles => Zeke Aviles
2023-03-13 update person_title Adam Lee: Wealth Advisor => Regional Vice President
2023-03-13 update person_title Haiden Bowman: Operations Manager => Regional Service Manager
2023-03-13 update person_title Jake Meza: Member of the Your Bloomington Team; Associate Financial Planner => Financial Planner
2023-03-13 update person_title Nicholas Ladaga: Member of the Your Beverly Hills Team; Regional Sales Associate => Associate RVP
2022-12-23 delete otherexecutives Todd E. Hagen
2022-12-23 delete otherexecutives Veronica Rubio
2022-12-23 insert otherexecutives Bruce Harrison
2022-12-23 insert otherexecutives Dominic Colletti
2022-12-23 insert otherexecutives Joshua Lozow
2022-12-23 insert president Daniel Gourvitch
2022-12-23 delete address 131 4th Street East Suite 320, PO Box 607 Ketchum, Idaho 83340
2022-12-23 delete address 250 North Westlake Boulevard Suite 250 Westlake Village, California 91362
2022-12-23 delete address 412 Main Street Franklin, Tennessee 37064
2022-12-23 delete career_pages_linkeddomain paycomonline.net
2022-12-23 delete person Alan C. Hewitt
2022-12-23 delete person Alexander O'Reilly
2022-12-23 delete person Alexis Scott
2022-12-23 delete person Amanda O'Sullivan
2022-12-23 delete person Ashlee Chu Hewitt
2022-12-23 delete person Benton Rowse
2022-12-23 delete person Brennan Wehrle
2022-12-23 delete person Charlene Jones
2022-12-23 delete person Christopher Posey
2022-12-23 delete person David Cain
2022-12-23 delete person Erin Neece
2022-12-23 delete person Haley Griffin
2022-12-23 delete person Isaac Babalola
2022-12-23 delete person Jack Bruno
2022-12-23 delete person James Parker
2022-12-23 delete person Jennifer Gray
2022-12-23 delete person Kathy Cain
2022-12-23 delete person Kira Baffi
2022-12-23 delete person Kristin Greenleaf
2022-12-23 delete person Mari Adam
2022-12-23 delete person Melanie Guhit
2022-12-23 delete person Michelle Elia
2022-12-23 delete person Raphael Aziz
2022-12-23 delete person Robert Lau
2022-12-23 delete person Ryan Overstreet
2022-12-23 delete person Shannon Temple
2022-12-23 delete person Stephanie Fernandes
2022-12-23 delete person Steven Schneider
2022-12-23 delete person Todd E. Hagen
2022-12-23 delete person Tristan Pohren
2022-12-23 delete person Veronica Rubio
2022-12-23 delete person Wendy Murphy
2022-12-23 delete person Zafar Ahsan
2022-12-23 delete phone 805.495.8166
2022-12-23 insert address 10 Glenlake Parkway South Tower Suite 150 Atlanta, Georgia 30328
2022-12-23 insert address 1256 East Kingsley Springfield, Missouri 65804
2022-12-23 insert address 131 4th Street East Suite 320 Ketchum, Idaho 83340
2022-12-23 insert address 161 W. Shadowbend Ave. Suite 101 Friendswood, Texas 77546
2022-12-23 insert address 16150 Main Circle Drive Suite 115 Chesterfield, Missouri 63017
2022-12-23 insert address 18 Crow Canyon Court Suite 250 San Ramon, California 94583
2022-12-23 insert address 21 East Euclid Avenue Suite 101 Haddonfield, New Jersey 08033
2022-12-23 insert address 2373 Oak Valley Drive Suite 110 & 140 Ann Arbor, Michigan 48103
2022-12-23 insert address 33 Lono Avenue Suite 390 Kahului, Hawaii 96732
2022-12-23 insert address 3333 Piedmont Road Suite 2010 Atlanta, Georgia 30305
2022-12-23 insert address 405 Fifth Avenue Suite 7-F Naples, Florida 34102
2022-12-23 insert address 412 Main Street Suite 200 Franklin, Tennessee 37064
2022-12-23 insert address 4800 Bissonnet Street Bellaire, Texas 77401
2022-12-23 insert address 5550 Topanga Canyon Blvd Suite 350 Woodland Hills, California 91367
2022-12-23 insert address 5800 West 84th Street Suite 950 Bloomington, Minnesota 55437
2022-12-23 insert address 67 Park Place East Suite 700 Morristown, New Jersey 07960
2022-12-23 insert address 7234 Lancaster Pike Suite 220A Hockessin, Delaware 19707
2022-12-23 insert address 800 State Hwy 248 Unit 5, Bldg 1 Branson, Missouri 65616
2022-12-23 insert address 891 Garrison Street Lakewood, Colorado 80215
2022-12-23 insert address 9200 Montgomery Road Cincinnati, Ohio 45242
2022-12-23 insert career_pages_linkeddomain ultipro.com
2022-12-23 insert person Alex Gianelli
2022-12-23 insert person Alexis Wilkinson
2022-12-23 insert person Amanda Reed
2022-12-23 insert person Amber Tanksley
2022-12-23 insert person Anna Kovalev
2022-12-23 insert person Anne Arnaud
2022-12-23 insert person Ashley Felton
2022-12-23 insert person Barbara Barreca
2022-12-23 insert person Barbara Padilla
2022-12-23 insert person Ben Rowse
2022-12-23 insert person Bettina Marchetto
2022-12-23 insert person Bill Starnes
2022-12-23 insert person Blake Parker
2022-12-23 insert person Brent Singleton
2022-12-23 insert person Briana Klotz
2022-12-23 insert person Bruce Harrison
2022-12-23 insert person Candace Davis
2022-12-23 insert person Cecilia Gutierrez
2022-12-23 insert person Chelsy Nikolish
2022-12-23 insert person Connor Nagelvoort
2022-12-23 insert person Dale Acton
2022-12-23 insert person Dale Hawthorne
2022-12-23 insert person Daniel Gourvitch
2022-12-23 insert person David Fure
2022-12-23 insert person DeAnna Bochno
2022-12-23 insert person Dean Young
2022-12-23 insert person Deborah Parker
2022-12-23 insert person Dena Livingston
2022-12-23 insert person Dennis Heim
2022-12-23 insert person Dennis J. Moore
2022-12-23 insert person Derek DeMars
2022-12-23 insert person Dillon Tierney
2022-12-23 insert person Dominic Colletti
2022-12-23 insert person Eric Frampton
2022-12-23 insert person Ethan Wallace
2022-12-23 insert person Evan Bachman
2022-12-23 insert person Evan Kennedy
2022-12-23 insert person Garrett Parker
2022-12-23 insert person Greta Fure
2022-12-23 insert person Haiden Bowman
2022-12-23 insert person Hannah Bishop
2022-12-23 insert person Henry Cox
2022-12-23 insert person Holly Gray
2022-12-23 insert person Ian Hamre
2022-12-23 insert person Ivette Herrera
2022-12-23 insert person Jack Thompson
2022-12-23 insert person Jake Meza
2022-12-23 insert person Jarrett Bare
2022-12-23 insert person Jason Bivin
2022-12-23 insert person Jeannie Seabaugh
2022-12-23 insert person Jeff Bilberry
2022-12-23 insert person Jenel Darland
2022-12-23 insert person Jesse Schenck
2022-12-23 insert person Jessica Livingston
2022-12-23 insert person Jesus Romero Enciso
2022-12-23 insert person Johannes Fure
2022-12-23 insert person John Stobbs
2022-12-23 insert person Jonathan Stirneman
2022-12-23 insert person Jonathan Vance
2022-12-23 insert person Jonathon Betze
2022-12-23 insert person Joseph Banks
2022-12-23 insert person Joshua Brookins
2022-12-23 insert person Joshua Fremit
2022-12-23 insert person Joshua Lozow
2022-12-23 insert person Joy De Pasquale
2022-12-23 insert person Julie Brown
2022-12-23 insert person Karen Rosen
2022-12-23 insert person Karin Fure
2022-12-23 insert person Katherine Arakkal
2022-12-23 insert person Katherine Sotiroff
2022-12-23 insert person Kaz Woodward
2022-12-23 insert person Kimberly Maxwell
2022-12-23 insert person Krista-Arlene Palakiko
2022-12-23 insert person Lacy Arnold
2022-12-23 insert person Lakshmi Mohindroo
2022-12-23 insert person Laurel Portman
2022-12-23 insert person Lauren Harris
2022-12-23 insert person Lenda Sandoval
2022-12-23 insert person Liliana Huerta
2022-12-23 insert person Lina Burlaka
2022-12-23 insert person Lisa Dellinger
2022-12-23 insert person Lisa Pastushok
2022-12-23 insert person Luke Mazariegos
2022-12-23 insert person Marcus Cooper
2022-12-23 insert person Marissa Nece
2022-12-23 insert person Mark Cunningham
2022-12-23 insert person Mark Ericson
2022-12-23 insert person Mathew Carrigy
2022-12-23 insert person Melissa McCabe
2022-12-23 insert person Melody Manzanedo
2022-12-23 insert person Michael Raidt
2022-12-23 insert person Midori Anderson
2022-12-23 insert person Mike Sharp
2022-12-23 insert person Monica Wyse
2022-12-23 insert person Nick Jensen
2022-12-23 insert person Nick McDowell
2022-12-23 insert person Olivia Manning
2022-12-23 insert person Patrick Moody
2022-12-23 insert person Rachel Roach
2022-12-23 insert person Rasheed Jarmon
2022-12-23 insert person Rouba Khzam
2022-12-23 insert person Ryan Frankel
2022-12-23 insert person Sally Toomey
2022-12-23 insert person Sanley J. DePasquale
2022-12-23 insert person Sarah Tenhundfeld
2022-12-23 insert person Scott Berkson
2022-12-23 insert person Shanon Lee
2022-12-23 insert person Sonia Rodriguez
2022-12-23 insert person Stacy Reen
2022-12-23 insert person Steve Berkson
2022-12-23 insert person Steven Elliott
2022-12-23 insert person Taylor Merriman
2022-12-23 insert person Tess Inhelder
2022-12-23 insert person Tom Lacock
2022-12-23 insert person Trisha Miller
2022-12-23 insert person Tyler Hillyer
2022-12-23 insert person Victoria Williamson
2022-12-23 insert person William Howard
2022-12-23 insert person William S. "Stan" Bivin
2022-12-23 insert phone 1.855.389.0550
2022-12-23 insert phone 215.558.3500
2022-12-23 insert phone 281.486.8448
2022-12-23 insert phone 302.239.1654
2022-12-23 insert phone 303.444.1110
2022-12-23 insert phone 404.893.4100
2022-12-23 insert phone 417.882.7283
2022-12-23 insert phone 513.771.7222
2022-12-23 insert phone 636.536.1800
2022-12-23 insert phone 713.572.6300
2022-12-23 insert phone 734.668.4040
2022-12-23 insert phone 770.671.9500
2022-12-23 insert phone 818.713.8060
2022-12-23 insert phone 925.552.1400
2022-12-23 insert phone 952.944.8250
2022-12-23 insert phone 973.605.8311
2022-12-23 update person_description Aleksandra Simic => Aleksandra Simic
2022-12-23 update person_title Aaron Boyce: Wealth Advisor => Regional Vice President, Wealth Advisor
2022-12-23 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
2022-12-23 update person_title Anna Apodaca: Regional Vice President, Wealth Advisor => Regional Vice President, Wealth Advisor, Director
2022-12-23 update person_title Charlene Maruska: Client Service Specialist => Regional Service Manager
2022-12-23 update person_title Christopher Blakely: Financial Planner => Associate Wealth Advisor
2022-12-23 update person_title Christopher S. Murphy: Financial Planner => Associate Wealth Advisor
2022-12-23 update person_title David Simpson: Portfolio Manager => Senior Investment Strategist
2022-12-23 update person_title Dedrick Lee II: Senior Legal Assistant => Lead, Sr. Legal Assistant
2022-12-23 update person_title Devin Farrow: Vice President, M & a => Member of the Your Boca Raton Team; Wealth Advisor, Director
2022-12-23 update person_title Dionisio Meneses: Associate; Advisor => Associate Wealth Advisor
2022-12-23 update person_title Drew Harper: Wealth Advisor => Senior Wealth Advisor
2022-12-23 update person_title Eunice Kim: Associate Wealth Advisor => Financial Planner
2022-12-23 update person_title Harrison Fant: Wealth Advisor => Senior Wealth Advisor
2022-12-23 update person_title Jacob Gee: Financial Planner => Associate Wealth Advisor
2022-12-23 update person_title James Telfer: Financial Planner => Associate Wealth Advisor
2022-12-23 update person_title Jeff Giguere: Associate Wealth Advisor => Wealth Advisor
2022-12-23 update person_title Jeff Minc: Financial Planner; Member of the Your Camarillo Team => Associate Wealth Advisor
2022-12-23 update person_title Jordan Cowart: Associate Wealth Advisor => Wealth Advisor
2022-12-23 update person_title José Castañeda: Client Solutions Representative => Regional Vice President, Wealth Advisor
2022-12-23 update person_title Korina Kaio-Maddox: Client Service Specialist => Associate Financial Planner
2022-12-23 update person_title Kristina Gillis-Phelps: Portfolio Operations Specialist => Client Service Specialist
2022-12-23 update person_title Kyndal Howard: Client Service Specialist => Financial Planner
2022-12-23 update person_title Lacy Hartzler: Client Service Specialist => Regional Sales Associate
2022-12-23 update person_title Logan Donovan: Associate Financial Planner => Financial Planner
2022-12-23 update person_title Michael Snider: Associate Wealth Advisor => Wealth Advisor
2022-12-23 update person_title Nicholas Cathcart: Senior Tax Associate => Tax Manager
2022-12-23 update person_title Paul Petrosino: Senior Tax Advisor => Tax Manager
2022-12-23 update person_title Rich Davtyan: Member of the Your Beverly Hills Team; Associate Wealth Advisor => Member of the Your Beverly Hills Team; Wealth Advisor
2022-12-23 update person_title Sam Hume: Associate Wealth Advisor => Regional Vice President, Wealth Advisor
2022-12-23 update person_title Stefen Donohue: Client Service Specialist => Associate Financial Planner
2022-12-23 update person_title Zeke Aviles: Financial Planner => Associate Wealth Advisor
2022-08-02 delete address 4440 PGA Boulevard Suite 600 Palm Beach Gardens, Florida 33410
2022-08-02 delete address 725 Cool Springs Suite 600 Franklin, Tennessee 37067
2022-08-02 delete person Adam Wager
2022-08-02 delete person Brent Kirstetter
2022-08-02 delete person Claire Hahn
2022-08-02 delete person Gabrielle Joiner
2022-08-02 delete person Karen Nucci
2022-08-02 delete person Laura Cuber
2022-08-02 delete person Mitchell Phillips
2022-08-02 delete person Reid Johnson
2022-08-02 delete person Stephanie White
2022-08-02 delete person Steven Schwartz
2022-08-02 delete person Susan Evans
2022-08-02 delete person Tiffany Garza
2022-08-02 delete person William Perysian
2022-08-02 delete phone 425.709.2313
2022-08-02 delete phone 561.408.5715
2022-08-02 insert address 2008 Stephenson Ave SW Roanoke, Virginia 24014
2022-08-02 insert address 2985 Voyager Dr. Green Bay, Wisconsin 54311
2022-08-02 insert address 412 Main Street Franklin, Tennessee 37064
2022-08-02 insert address 412 S 14th St. Ponca City Oklahoma 74601
2022-08-02 insert address 440 Montford Avenue Asheville, North Carolina 28801
2022-08-02 insert address 8180 Greensboro Dr, #1010 McLean, Virginia 22102
2022-08-02 insert address 965 Post Road East Westport, Connecticut 06880
2022-08-02 insert person Aleksandra Simic
2022-08-02 insert person Alexis Kibbe
2022-08-02 insert person Amy Van Lierop
2022-08-02 insert person Anna Moseley
2022-08-02 insert person Benton Rowse
2022-08-02 insert person Brent Kerstetter
2022-08-02 insert person Cameron Willcox
2022-08-02 insert person Camille McCalla
2022-08-02 insert person Claudia Paluch
2022-08-02 insert person Courtney Lavender
2022-08-02 insert person Edgar Parrish
2022-08-02 insert person Ernest Neeley
2022-08-02 insert person Gabriel Tishelman
2022-08-02 insert person Gregg G. Padilla
2022-08-02 insert person Heather Carthy
2022-08-02 insert person Jacob Lynch
2022-08-02 insert person Jade Warren
2022-08-02 insert person Jake Wedemeyer
2022-08-02 insert person Joy Kaczmarek
2022-08-02 insert person Katherine Parrish
2022-08-02 insert person Kathy Cain
2022-08-02 insert person Lanie Nikes
2022-08-02 insert person Lorenzo Riley
2022-08-02 insert person Luana Puglisi
2022-08-02 insert person Mario Tamasi
2022-08-02 insert person Robert A. Medvey
2022-08-02 insert person Rubi Contreras
2022-08-02 insert person William Sands
2022-08-02 insert phone 203.222.3575
2022-08-02 insert phone 540.204.9310
2022-08-02 insert phone 580.762.1121
2022-08-02 insert phone 615.771.1012
2022-08-02 insert phone 703.773.2474
2022-08-02 insert phone 828.285.8777
2022-08-02 insert phone 920.496.7926
2022-08-02 update person_description Alec Montoya => Alec Montoya
2022-08-02 update person_description Alexander Cote => Alexander Cote
2022-08-02 update person_title Alexander Cote: Portfolio Manager; Portfolio Analyst in the Investment Strategy Group at Mercer Advisors => Portfolio Manager
2022-08-02 update person_title Anna Apodaca: Wealth Advisor, Director => Regional Vice President, Wealth Advisor
2022-08-02 update person_title Anuska Kovalcheck: Client Service Specialist => Financial Planner
2022-08-02 update person_title David Cain: Wealth Advisor => Regional Vice President, Wealth Advisor
2022-08-02 update person_title Maeve Schmid: Financial Planner => Associate Wealth Advisor
2022-08-02 update person_title Renée Pichette: Associate Wealth Advisor => Wealth Advisor
2022-06-30 delete managingdirector Mark S. Germain
2022-06-30 delete otherexecutives Douglas Gilbert
2022-06-30 insert otherexecutives Paul Barlow
2022-06-30 delete person Angel Colon
2022-06-30 delete person Catherine Franklin
2022-06-30 delete person Craig W. Hart
2022-06-30 delete person Jackie Dohse
2022-06-30 delete person Joanna Grier
2022-06-30 delete person Linette Dobbins
2022-06-30 delete person Mark S. Germain
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 person Aleesha Grimes
2022-06-30 insert person Alexandra Mendoza
2022-06-30 insert person Brent Kirstetter
2022-06-30 insert person David Krakauer
2022-06-30 insert person Gracie Horton
2022-06-30 insert person Jaclyn Aragon
2022-06-30 insert person Joanna Geier
2022-06-30 insert person Kobrah McFaden
2022-06-30 insert person Kristen Cordell
2022-06-30 insert person Liz Yunker
2022-06-30 insert person Lori Fellows
2022-06-30 insert person Madi Bradley
2022-06-30 insert person Mariah Rason
2022-06-30 insert person Mattijs Ossorio
2022-06-30 insert person Michael Sohmer
2022-06-30 insert person Nick Bond
2022-06-30 insert person Paul Barlow
2022-06-30 insert person Scott Williams
2022-06-30 insert person Sloan Petereit
2022-06-30 insert person Tami Leffingwell
2022-06-30 insert person Todd Sanford
2022-06-30 insert person Will Lupfer
2022-06-30 insert phone 269.488.6900
2022-06-30 insert phone 585.264.1658
2022-06-30 update person_title Anna Apodaca: Wealth Advisor => Wealth Advisor, Director
2022-06-30 update person_title Clay Evans: Financial Planner => Associate Wealth Advisor
2022-06-30 update person_title Connor Thomas: Financial Planner => Associate Wealth Advisor
2022-06-30 update person_title Douglas Gilbert: Regional Vice President; Member of the Your Boulder Team => Member of the Your Denver Team; Member of the Your Ames Team; Senior Vice President, Sales; Member of the Your Boulder Team
2022-06-30 update person_title Jackie Schlup: Financial Planner => Associate Wealth Advisor
2022-05-29 delete person Brenda Garcia
2022-05-29 delete person Carter Brower
2022-05-29 delete person Chris Houghton
2022-05-29 delete person Julianne Andrews
2022-05-29 delete person Michelle Thompson
2022-05-29 delete person Nathan Brammer
2022-05-29 delete person Terry Bobo
2022-05-29 insert person Andrea Sunada
2022-05-29 insert person Bernie Salamone
2022-05-29 insert person Brittnae Olasehinde
2022-05-29 insert person Carol Maloney
2022-05-29 insert person Dave Mirsky
2022-05-29 insert person David Riffe
2022-05-29 insert person Jackie Dohse
2022-05-29 insert person Janice Donovan
2022-05-29 insert person Jesse Jackson
2022-05-29 insert person Josh Davis
2022-05-29 insert person Mary McElligott
2022-05-29 insert person Melissa Allen
2022-05-29 insert person Monica Hernandez
2022-05-29 insert person Morgan Buckridge
2022-05-29 insert phone 615.771.1012
2022-05-29 update person_title Danny Polyakov: Member of the Your Beverly Hills Team; Client Service Specialist => Member of the Your Beverly Hills Team; Associate Financial Planner
2022-05-29 update person_title David Barton: M & a Leader => Vice Chairman, Mergers & Acquisitions Deal Team Leader
2022-05-29 update person_title Mary Jean Short: Tax Specialist => Client Service Specialist
2022-05-29 update person_title Steven Crevar: Associate Wealth Advisor => Wealth Advisor
2022-04-27 delete chieflegalofficer Ben Holzer
2022-04-27 delete otherexecutives Andrew Paine
2022-04-27 delete otherexecutives Ben Bramer
2022-04-27 insert otherexecutives Brian Oberle
2022-04-27 insert otherexecutives J.J. Boot
2022-04-27 insert otherexecutives Lisa Goodman
2022-04-27 insert otherexecutives Rodney Alvarado
2022-04-27 delete address 100 Pringle Avenue Suite 320 Walnut Creek, California 94596
2022-04-27 delete address 121 Southwest Morrison Street Suite 800 Portland, Oregon 97204
2022-04-27 delete address 4208 Six Forks Road Suite 1000 Raleigh, North Carolina 27609
2022-04-27 delete address 6720 North Scottsdale Road Suite 212 Scottsdale, Arizona 85253-4426
2022-04-27 delete address 7033 East Greenway Parkway Suite 205 Scottsdale, Arizona 85254
2022-04-27 delete person Adam Stanowick
2022-04-27 delete person Alan Weiss
2022-04-27 delete person Albert Barsanti
2022-04-27 delete person Andrew Paine
2022-04-27 delete person Austin Tanner
2022-04-27 delete person Ben Bramer
2022-04-27 delete person Ben Holzer
2022-04-27 delete person Brandon Hernandez
2022-04-27 delete person Bret Svedberg
2022-04-27 delete person Brooks Allen
2022-04-27 delete person Carlos Hernandez
2022-04-27 delete person Chanelle Van Pelt
2022-04-27 delete person Dana Albizri
2022-04-27 delete person Daniel Lime
2022-04-27 delete person Emily Meier
2022-04-27 delete person Erica J. Clark
2022-04-27 delete person Federico Avendano
2022-04-27 delete person Frank Piccolo
2022-04-27 delete person Heather Aragona
2022-04-27 delete person Javier Solis
2022-04-27 delete person Jeffrey Anaclerio
2022-04-27 delete person Jesse Jimerson
2022-04-27 delete person Joanna Hsu
2022-04-27 delete person John McAuliffe
2022-04-27 delete person Joshua Fremit
2022-04-27 delete person Joshua Young
2022-04-27 delete person Justin Do
2022-04-27 delete person Kevin D. Lehinger
2022-04-27 delete person Kseniya Ribeiro
2022-04-27 delete person Lambert Batongbacal
2022-04-27 delete person Lara Docherty
2022-04-27 delete person Linette Barajas
2022-04-27 delete person Madison Taneja
2022-04-27 delete person Mark Falamoun
2022-04-27 delete person Mark J. Smith
2022-04-27 delete person Melissa Dresnok
2022-04-27 delete person Michael Halloran
2022-04-27 delete person Monique Reyes
2022-04-27 delete person Omar Roman
2022-04-27 delete person Paola Ramos
2022-04-27 delete person Samantha Picardo
2022-04-27 delete person Sophia Berglund
2022-04-27 delete person Zach Klopp
2022-04-27 delete person Zachery Wingate
2022-04-27 delete phone 480.421.2660
2022-04-27 insert address 1 Horizon Court Suite A Rockwall, Texas 75032
2022-04-27 insert address 100 Pringle Avenue Suite 310 Walnut Creek, California 94596
2022-04-27 insert address 11 10th Avenue Kirkland, Washington 98033
2022-04-27 insert address 121 Southwest Morrison Street Suite 910 Portland, Oregon 97204
2022-04-27 insert address 7033 East Greenway Parkway Suite 290 Scottsdale, Arizona 85254
2022-04-27 insert address 8117 Preston Road #700 Dallas, Texas 75225
2022-04-27 insert address 8352 Six Forks Rd #201 Raleigh, North Carolina 27615
2022-04-27 insert person Aaron Boyce
2022-04-27 insert person Alec Schneider
2022-04-27 insert person Amy Boyd
2022-04-27 insert person Andrew Nurse
2022-04-27 insert person Anna Apodaca
2022-04-27 insert person Art Haws
2022-04-27 insert person Brandon Williams
2022-04-27 insert person Brian Oberle
2022-04-27 insert person Carter Brower
2022-04-27 insert person Cherice Peoples
2022-04-27 insert person Chris Houghton
2022-04-27 insert person Christopher Posey
2022-04-27 insert person David Cain
2022-04-27 insert person David Hardenbergh
2022-04-27 insert person David Rich
2022-04-27 insert person Dionisio Meneses
2022-04-27 insert person Frances Hymiller
2022-04-27 insert person Gerardo Zapata
2022-04-27 insert person Haley Griffin
2022-04-27 insert person Harper Sample
2022-04-27 insert person Ian Freemire
2022-04-27 insert person Ignatius D'Anna
2022-04-27 insert person Jacques Jagr
2022-04-27 insert person Jedd Nicolas
2022-04-27 insert person Jeff Giguere
2022-04-27 insert person Jigisha Dahagam
2022-04-27 insert person Joanna Grier
2022-04-27 insert person John Voralik
2022-04-27 insert person Jonah Tinajero
2022-04-27 insert person Kali Dunn
2022-04-27 insert person Kelly Rosa
2022-04-27 insert person Lisa Butler
2022-04-27 insert person Lisa Goodman
2022-04-27 insert person Logan Donovan
2022-04-27 insert person Matthew Moore
2022-04-27 insert person Max Wrenn
2022-04-27 insert person Meredith Maller
2022-04-27 insert person Morwenna Borden
2022-04-27 insert person Paul Petrosino
2022-04-27 insert person Peter Lovberg
2022-04-27 insert person Reid Johnson
2022-04-27 insert person Rodney Alvarado
2022-04-27 insert person Ryan Overstreet
2022-04-27 insert person Ryan Weichman
2022-04-27 insert person Sam Hume
2022-04-27 insert person Sonja Borda
2022-04-27 insert person Stefanie Leighter
2022-04-27 insert person Stella Doyle
2022-04-27 insert person Steven Schneider
2022-04-27 insert person Trace Winn
2022-04-27 insert person W. Cam Goodwin
2022-04-27 insert person Zafar Ahsan
2022-04-27 insert phone 214.691.6090
2022-04-27 insert phone 214.771.3363
2022-04-27 insert phone 425.822.8122
2022-04-27 insert phone 919.848.9999
2022-04-27 update person_title Alec Montoya: Associate Wealth Advisor => Wealth Advisor
2022-04-27 update person_title Alexander Cote: Portfolio Analyst => Portfolio Manager; Portfolio Analyst in the Investment Strategy Group at Mercer Advisors
2022-04-27 update person_title Andrew Medders: Senior Client Advisor & Sales => Wealth Advisor
2022-04-27 update person_title Andrew Shannon: Associate Wealth Advisor => Wealth Advisor
2022-04-27 update person_title Ashlee Chu Hewitt: Tax Advisor => Senior Tax Advisor; Member of the Your Camarillo Team
2022-04-27 update person_title Ben Gyulambaryan: Associate Wealth Advisor => Wealth Advisor
2022-04-27 update person_title Ben Lim: Senior Tax Advisor => Tax Manager
2022-04-27 update person_title Bobby Arenivas: Associate Wealth Advisor => Wealth Advisor
2022-04-27 update person_title Bradley Anderson: Financial Planner => Associate Wealth Advisor
2022-04-27 update person_title Brian Abatemarco: Associate; Regional Vice President => Regional Vice President
2022-04-27 update person_title CJ Smith: Associate Wealth Advisor => Wealth Advisor
2022-04-27 update person_title Christopher S. Murphy: Associate Financial Planner => Financial Planner
2022-04-27 update person_title Daniel Epstein: Director, Income Tax => Senior Tax Director
2022-04-27 update person_title Daniel Morr: Account Operations Specialist => Senior Account Operations Specialist
2022-04-27 update person_title Danielle Frazier: Client Service Specialist => Regional Service Manager
2022-04-27 update person_title Danielle Read: Legal Assistant => Member of the Your Denver Team; Senior Legal Assistant
2022-04-27 update person_title Dedrick Lee II: Legal Assistant => Senior Legal Assistant
2022-04-27 update person_title Evan Fingert: Law Clerk => Associate Estate Planning Attorney
2022-04-27 update person_title Grace Bossert: Client Service Specialist => Associate Financial Planner
2022-04-27 update person_title Heather Jenkins Capps: Associate Wealth Advisor => Wealth Advisor
2022-04-27 update person_title J.J. Boot: Inside Sales Associate => Associate; Regional Vice President
2022-04-27 update person_title Jacob Gee: Client Service Specialist => Financial Planner
2022-04-27 update person_title James Roundy: Financial Planner => Associate Wealth Advisor
2022-04-27 update person_title James Telfer: Client Service Specialist => Financial Planner
2022-04-27 update person_title Jaron Carmichael: Wealth Advisor => Director of Retirement Group, Wealth Advisor
2022-04-27 update person_title Jasna Veledar: Estate Planning Attorney => Member of the Your Denver Team; Lead Estate Planning Attorney
2022-04-27 update person_title Jennifer Baick: Director of Financial Planning => Senior Director, Financial Planning Group
2022-04-27 update person_title Jim Czirr: Wealth Advisor => Wealth Advisor, Director
2022-04-27 update person_title Justin Shane: Associate Wealth Advisor => Wealth Advisor
2022-04-27 update person_title Laura Thompson: Senior Regional Sales Associate => Senior Regional Sales Associate, Manager
2022-04-27 update person_title Lindsay Black: Associate Financial Planner => Associate Wealth Advisor, Retirement Plans
2022-04-27 update person_title Logan L. Baker: Vice President, Estate Planning => Lead, Senior Wealth Strategist
2022-04-27 update person_title Mark Eshman: Wealth Advisor, Director => Director of Foundations and Endowments Group, Senior Wealth Advisor
2022-04-27 update person_title Mary Hamshou: Client Service Specialist => Regional Service Manager
2022-04-27 update person_title Matthew McCarthy: Senior Tax Advisor => Tax Manager
2022-04-27 update person_title Matthew Truckner: Senior Tax Advisor => Tax Manager; Member of the Your Camarillo Team
2022-04-27 update person_title Mendim Gecaj: Financial Planner => Wealth Advisor
2022-04-27 update person_title Mitchell Windemuller: Associate Trader => Senior Trader
2022-04-27 update person_title Nancy R. Hudak: Lead Client Service Specialist => Regional Service Manager
2022-04-27 update person_title Nikki Ivins: Client Service Specialist => Regional Sales Associate
2022-04-27 update person_title Rebekah Burns: Financial Planner => Associate Wealth Advisor
2022-04-27 update person_title Remi Hock: Client Service Specialist => Portfolio Analyst
2022-04-27 update person_title Scott Weigel: Client Service Specialist => Member of the Your Boca Raton Team; Associate Wealth Advisor
2022-04-27 update person_title Sheree Leonatti: Legal Assistant => Member of the Your Denver Team; Estate Planning Paralegal
2022-04-27 update person_title Stacie Hostetler: Manager of Operations; Member of the Your Ames Team => Client Service Specialist; Member of the Your Ames Team
2022-04-27 update person_title Steve Roberts: Wealth Advisor, Director => Wealth Advisor
2022-04-27 update person_title Susan Evans: Client Service Specialist => Associate Financial Planner
2022-04-27 update person_title William McNutt: Financial Planner => Associate Wealth Advisor
2022-02-06 delete chro Samantha Elder
2022-02-06 delete otherexecutives Brendan Reidy
2022-02-06 delete otherexecutives Paul Seidman
2022-02-06 insert chieflegalofficer Ben Holzer
2022-02-06 insert otherexecutives Andy Farah
2022-02-06 insert otherexecutives Erica Weiser
2022-02-06 delete address 111 Cass Street Traverse City, Michigan 49684
2022-02-06 delete address 151 Kalmus Drive, Suite H-7 Costa Mesa, California 92626
2022-02-06 delete address 2155 Jackson Avenue Ann Arbor, Michigan 48103
2022-02-06 delete address 410 Central Avenue Suite 517 Great Falls, Montana 59401
2022-02-06 delete address 4800 Juan Tabo Blvd NE Suite D Albuquerque, New Mexico 87111
2022-02-06 delete address 4800 Juan Tabo Boulevard Northeast Suite D Albuquerque, New Mexico 87111
2022-02-06 delete address 901 South MoPac Expressway Barton Oaks Plaza II, Suite 270 Austin, TX 78746
2022-02-06 delete address 901 South MoPac Expressway Building II, Suite 270 Austin, Texas 78746
2022-02-06 delete person Andrew Barnes
2022-02-06 delete person Andrew Crim
2022-02-06 delete person Barry Newman
2022-02-06 delete person Bernadette Mitchell
2022-02-06 delete person Brendan Reidy
2022-02-06 delete person Colby Ripsam
2022-02-06 delete person Donna Skeels Cygan
2022-02-06 delete person Frederick M. Hanish
2022-02-06 delete person Gale Flores
2022-02-06 delete person Jacob Jaegle
2022-02-06 delete person Jacqueline D. Adler
2022-02-06 delete person Jamie Stone
2022-02-06 delete person Jeremy Moniz
2022-02-06 delete person Kelly Woodward
2022-02-06 delete person Lisa Corboy
2022-02-06 delete person Lonnie Dorn
2022-02-06 delete person Maunsel Hickey
2022-02-06 delete person Melanie J. Keiser
2022-02-06 delete person Monica Wray
2022-02-06 delete person Nicole Caron
2022-02-06 delete person Remington Hasty
2022-02-06 delete person Rick Baran
2022-02-06 delete person Robert Borden
2022-02-06 delete person Samantha Elder
2022-02-06 delete person Satchel Ziffer
2022-02-06 delete person Shane Rowan
2022-02-06 delete person Stephanie Anderson
2022-02-06 delete person Trace Alexander
2022-02-06 delete person Zachary Perret
2022-02-06 delete phone 231.929.4500
2022-02-06 delete phone 406.727.2165
2022-02-06 delete phone 714.434.6900
2022-02-06 delete phone 734.213.1390
2022-02-06 delete phone 857.378.1140
2022-02-06 insert address 12455 SW 68th Avenue Portland, Oregon 97223
2022-02-06 insert address 6565 Americas Parkway NE Suite #200 Albuquerque, New Mexico 87110
2022-02-06 insert address 901 S. MoPac Expy Barton Oaks Plaza 2, Suite 270 Austin, Texas 78746
2022-02-06 insert person Andy Farah
2022-02-06 insert person Ben Holzer
2022-02-06 insert person Blanca Ceja
2022-02-06 insert person Brandon Hernandez
2022-02-06 insert person Bret Svedberg
2022-02-06 insert person Carl Kunhardt
2022-02-06 insert person Carolyn Ann Muller
2022-02-06 insert person Carrie Beede
2022-02-06 insert person Chabelly Gurrola
2022-02-06 insert person Chandler Ferguson
2022-02-06 insert person Charlene Miller
2022-02-06 insert person Charles Mardock
2022-02-06 insert person Chris Young
2022-02-06 insert person Clay Evans
2022-02-06 insert person Connor Thomas
2022-02-06 insert person Courtney Foley
2022-02-06 insert person Danny Polyakov
2022-02-06 insert person David Simpson
2022-02-06 insert person Erica Weiser
2022-02-06 insert person Erin Larsen
2022-02-06 insert person Erin Wheatcraft
2022-02-06 insert person Evan Fingert
2022-02-06 insert person Felisha Buchinger
2022-02-06 insert person Hunter D. Zick
2022-02-06 insert person Isaac Babalola
2022-02-06 insert person Jackie Schlup
2022-02-06 insert person James Parker
2022-02-06 insert person Jane Castro
2022-02-06 insert person Jeffrey Anaclerio
2022-02-06 insert person Jenna Taylor
2022-02-06 insert person Jesse Jimerson
2022-02-06 insert person Joshua Young
2022-02-06 insert person Judy Howard
2022-02-06 insert person Julia Messineo
2022-02-06 insert person Justin Cramer
2022-02-06 insert person Kalita Blessing
2022-02-06 insert person Karen Nucci
2022-02-06 insert person Kate DeGiorgi
2022-02-06 insert person Kent Davis
2022-02-06 insert person Kyndal Howard
2022-02-06 insert person Lara Docherty
2022-02-06 insert person Lavanda Malveaux
2022-02-06 insert person Lindsey Wetzel
2022-02-06 insert person Marcela Carreon
2022-02-06 insert person Marla Barnard
2022-02-06 insert person Mary Hoskins
2022-02-06 insert person Meg O'Brien
2022-02-06 insert person Michael O'Brien
2022-02-06 insert person Michelle Ottoboni
2022-02-06 insert person Mychelle Malveaux
2022-02-06 insert person Nicole Miller
2022-02-06 insert person Nikki Ivins
2022-02-06 insert person Nita O'Neal
2022-02-06 insert person Omar Roman
2022-02-06 insert person Parker Landolf
2022-02-06 insert person Porche Bradley
2022-02-06 insert person Rebecca Wolman
2022-02-06 insert person Remi Hock
2022-02-06 insert person Rob Cox
2022-02-06 insert person Samantha Picardo
2022-02-06 insert person Schane Goheen
2022-02-06 insert person Scott Hancock
2022-02-06 insert person Sean O'Connor
2022-02-06 insert person Sharon Littell
2022-02-06 insert person Sonya Mincy
2022-02-06 insert person Theresa Bedard
2022-02-06 insert person Tiffany Garza
2022-02-06 insert person Wendy Reeves
2022-02-06 insert person William Montijo
2022-02-06 insert person Yesenia Ramirez
2022-02-06 insert phone 503.597.2222
2022-02-06 update person_title Albert Barsanti: Financial Planner => Wealth Advisor
2022-02-06 update person_title Alexander Doyle: Associate Wealth Advisor => Wealth Advisor
2022-02-06 update person_title Amber Adams: Client Service Specialist => Senior Client Service Specialist
2022-02-06 update person_title Andrew Beck: Associate; Regional Vice President => Regional Vice President
2022-02-06 update person_title Angela Fernandez: Client Service Coordinator => Client Service Specialist
2022-02-06 update person_title Angela Tucker: Operations Specialist => Operations Manager
2022-02-06 update person_title Barry Cohen: Associate Wealth Advisor => Wealth Advisor
2022-02-06 update person_title Brianna Becker: Law Clerk - Estate Planning => Associate Estate Planning Attorney
2022-02-06 update person_title Brittany Doyle: Client Service Manager => Regional Service Manager
2022-02-06 update person_title Bryan Strike: Senior Client Advisor & Financial Planning Manager => Senior Wealth Strategist
2022-02-06 update person_title CJ Smith: Financial Planner => Associate Wealth Advisor
2022-02-06 update person_title Cathy Hoang: Portfolio Operations Specialist => Senior Portfolio Operations Specialist
2022-02-06 update person_title Chris Rogers: Client Service Specialist; Senior Vice President, Client Portfolio Manager => Client Service Specialist
2022-02-06 update person_title Dane Sauer: Wealth Advisor => Wealth Advisor, Director
2022-02-06 update person_title Emily Meier: Executive Assistant / EP Operations => Operations Manager, Estate Planning
2022-02-06 update person_title Emily Messegee: Wealth Advisor => Wealth Advisor, Director
2022-02-06 update person_title Garrett Cauley: Insurance Operations Specialist => Insurance Advisor
2022-02-06 update person_title James Werner: Regional Sales Associate => Senior Regional Sales Associate
2022-02-06 update person_title Jason O'Meara: Associate Wealth Advisor => Wealth Advisor
2022-02-06 update person_title John Lee: Portfolio Accounting Specialist => Senior Portfolio Accounting Specialist
2022-02-06 update person_title Karrie Spencer: Wealth Advisor => Wealth Advisor, Director
2022-02-06 update person_title Kristen Comeau: Associate; Regional Vice President => Regional Vice President
2022-02-06 update person_title Linda S. Ames Lyons: Associate Wealth Advisor => Wealth Advisor
2022-02-06 update person_title Luc Ceci: Financial Planner => Associate Wealth Advisor
2022-02-06 update person_title Mark Doran: Senior Tax Director => Senior Vice President, Tax
2022-02-06 update person_title Mary Jean Short: Client Service Specialist => Tax Specialist
2022-02-06 update person_title Melissa Dresnok: Financial Planner => Financial Planning Analyst
2022-02-06 update person_title Nicole Mosley: Associate Financial Planner => Financial Planner
2022-02-06 update person_title Paul Seidman: Regional Vice President => Senior Vice President, Institutional Sales
2022-02-06 update person_title Phillip Miodowski: Client Service Specialist => Portfolio Analyst
2022-02-06 update person_title Phillip Swenson: Associate Wealth Advisor => Wealth Advisor
2022-02-06 update person_title Roain Saunders: Associate Financial Planner => Financial Planner
2022-02-06 update person_title Stefani Kohler: Associate Financial Planner => Financial Planner
2022-02-06 update person_title Stephen Bauer: Client Solutions Representative => CST, Financial Planner
2022-02-06 update person_title Stevan Downs: Senior Tax Advisor => Tax Manager
2022-02-06 update person_title Susy Gibo: Regional Sales Associate => Senior Regional Sales Associate
2022-02-06 update person_title Tanya Thomasson: Regional Operations Manager and Financial Planner => Regional Service Manager
2021-09-20 delete otherexecutives Robert Toomire
2021-09-20 insert otherexecutives Ben Bramer
2021-09-20 insert otherexecutives Chase Carmichael
2021-09-20 insert otherexecutives Chris Jameson
2021-09-20 delete address 701 E Front Ave Suite 101 Coeur d'Alene, Idaho 83814
2021-09-20 delete address 970 Lake Carillon Drive Feather Sound Suite 300 St. Petersburg, Florida 33716
2021-09-20 delete person Alexis Bustillos
2021-09-20 delete person Charles Crowley IV
2021-09-20 delete person Julie Manning
2021-09-20 delete person Karla Castillo
2021-09-20 delete person Lindsay West
2021-09-20 delete person Lori Bodenhamer
2021-09-20 delete person Randy Acsell
2021-09-20 delete person Robert Toomire
2021-09-20 delete person Serena Colvin
2021-09-20 delete person Yisen Cai
2021-09-20 delete phone 208.714.0812
2021-09-20 delete phone 727.614.4333
2021-09-20 insert person Alan Davis
2021-09-20 insert person Alexander Cote
2021-09-20 insert person Ben Bramer
2021-09-20 insert person Brad White
2021-09-20 insert person Brennan Wehrle
2021-09-20 insert person Brian Jellig
2021-09-20 insert person Brittani Woodruff
2021-09-20 insert person Chase Carmichael
2021-09-20 insert person Chris Jameson
2021-09-20 insert person David Maniola
2021-09-20 insert person Erica Luchetti
2021-09-20 insert person Erin Neece
2021-09-20 insert person Garrett Cauley
2021-09-20 insert person Henry Lao
2021-09-20 insert person Hisham Haddad
2021-09-20 insert person James Roundy
2021-09-20 insert person Janis Biggers
2021-09-20 insert person Jennifer Currin Gutridge
2021-09-20 insert person Jordan Cowart
2021-09-20 insert person Judith A. McGee
2021-09-20 insert person Ken Bobadilla
2021-09-20 insert person Kirk Bjorn
2021-09-20 insert person Lambert Batongbacal
2021-09-20 insert person Laurie Macielinski
2021-09-20 insert person Lily Robertson
2021-09-20 insert person Linette Barajas
2021-09-20 insert person Linette Dobbins
2021-09-20 insert person Micah Cummins
2021-09-20 insert person Michael Halloran
2021-09-20 insert person Michael Uyemura
2021-09-20 insert person Michon McCabe
2021-09-20 insert person Monique Reyes
2021-09-20 insert person Nicholas Cathcart
2021-09-20 insert person Pat Wynne
2021-09-20 insert person Patrick Comer
2021-09-20 insert person Paul Seigle
2021-09-20 insert person Raphael Aziz
2021-09-20 insert person Rebecca Evans
2021-09-20 insert person Rebecca Rushton
2021-09-20 insert person Sandee Mapp
2021-09-20 insert person Sarah Elise Berry
2021-09-20 insert person Satchel Ziffer
2021-09-20 insert person Shannon Temple
2021-09-20 insert person Stephanie White
2021-09-20 insert person Tim Cengia
2021-09-20 insert person Zach Klopp
2021-09-20 insert person Zachary Perret
2021-09-20 update person_title Tessa Bonifacio: Investment Administrator => Portfolio Analyst
2021-08-09 insert otherexecutives Ernie George
2021-08-09 delete address 10040 Regency Circle Suite 310 Omaha, Nebraska 68114
2021-08-09 delete address 1700 South El Camino Real Suite 200 San Mateo, California 94402
2021-08-09 delete address 444 Hana Highway Suite D Kahului, Hawaii 96732
2021-08-09 delete person Adela Africano
2021-08-09 delete person Cary Shaw
2021-08-09 delete person Greg A. Willsey
2021-08-09 delete person Maddy Underwood
2021-08-09 delete person Melissa Pinkerton
2021-08-09 delete person Susan A. Crawford Pilon
2021-08-09 delete person Tiffany Stokes
2021-08-09 delete person Tyler Garbers
2021-08-09 delete phone 650.571.8888
2021-08-09 insert address 102 South Jackson Street Starkville, Mississippi 39759
2021-08-09 insert address 260 Regency Parkway Drive Suite 113 Omaha, Nebraska 68114
2021-08-09 insert address 5901-B Peachtree Dunwoody Road Suite 275 Atlanta, Georgia 30328
2021-08-09 insert person Adam Wager
2021-08-09 insert person Ally Keasler
2021-08-09 insert person Ben Lim
2021-08-09 insert person Cameron Holt
2021-08-09 insert person Cathy Hoang
2021-08-09 insert person Cathy Miller
2021-08-09 insert person Christopher Blackmon
2021-08-09 insert person Craig Weidenfeller
2021-08-09 insert person Daniel Maurer
2021-08-09 insert person Daniel Morr
2021-08-09 insert person David Hamilton
2021-08-09 insert person Erin Olsen
2021-08-09 insert person Ernie George
2021-08-09 insert person Harrison Fant
2021-08-09 insert person Jim Czirr
2021-08-09 insert person John Lee
2021-08-09 insert person Julianne Andrews
2021-08-09 insert person Julie Manning
2021-08-09 insert person Katie Iglay
2021-08-09 insert person Kaya Law
2021-08-09 insert person Krista Rich
2021-08-09 insert person Lacy Hartzler
2021-08-09 insert person Lissy Schaefer
2021-08-09 insert person Madison Underwood
2021-08-09 insert person Mariana Battista
2021-08-09 insert person Melissa Hedges
2021-08-09 insert person Michelle Thompson
2021-08-09 insert person Mike Hewel
2021-08-09 insert person Mitchell Phillips
2021-08-09 insert person Mitchell Windemuller
2021-08-09 insert person Nicole Caron
2021-08-09 insert person Randy Acsell
2021-08-09 insert person Rick Henderson
2021-08-09 insert person Samuel Bennett
2021-08-09 insert person Sophia Berglund
2021-08-09 insert person Stephen Prinster
2021-08-09 insert person Trace Alexander
2021-08-09 insert person Tristan Pohren
2021-08-09 insert person Veronica Rozales
2021-08-09 insert person Vickie Willard
2021-08-09 insert person Wendy Murphy
2021-08-09 insert person Yvette Angora
2021-08-09 insert phone 770.261.5380
2021-08-09 insert phone 800.810.1091
2021-08-09 update person_title Alex Kimura: Member of the Your Beverly Hills Team; Client Advisor and Branch Manager => Wealth Advisor, Director
2021-08-09 update person_title Austin Tanner: Client Service Specialist => Associate Financial Planner
2021-08-09 update person_title Mark Eshman: Client Advisor and Branch Manager => Wealth Advisor, Director
2021-07-03 delete evp Al Zdenek
2021-07-03 delete managingdirector Nicholas Semko
2021-07-03 delete managingdirector Randy Magdaluyo
2021-07-03 delete managingdirector William Perysian
2021-07-03 delete otherexecutives Devin Farrow
2021-07-03 delete otherexecutives Karen Lee
2021-07-03 delete personal_emails aa..@merceradvisors.com
2021-07-03 delete personal_emails ad..@merceradvisors.com
2021-07-03 delete personal_emails al..@merceradvisors.com
2021-07-03 delete personal_emails ch..@merceradvisors.com
2021-07-03 delete svp Bill Berg
2021-07-03 delete svp Harmon Laurin
2021-07-03 delete svp James Everitt
2021-07-03 delete svp Mark Eshman
2021-07-03 delete svp Timothy Wylder
2021-07-03 insert cmo Gary Foodim
2021-07-03 insert managingdirector Brian Picariello
2021-07-03 insert managingdirector Susan Travis
2021-07-03 insert otherexecutives Andrew Paine
2021-07-03 insert otherexecutives Corey Bird
2021-07-03 delete address 2475 Enterprise Road Clearwater, Florida 33763
2021-07-03 delete address 505 Main Street Suite 214 Hackensack, New Jersey 07601
2021-07-03 delete address 90 New Montgomery Street Suite 1250 San Francisco, California 94105
2021-07-03 delete address 9171 Towne Centre Drive Suite 250 San Diego, California 92122
2021-07-03 delete contact_pages_linkeddomain financial-planning.com
2021-07-03 delete contact_pages_linkeddomain fundintelligence.global
2021-07-03 delete email aa..@merceradvisors.com
2021-07-03 delete email ad..@merceradvisors.com
2021-07-03 delete email ad..@merceradvisors.com
2021-07-03 delete email ad..@merceradvisors.com
2021-07-03 delete email ad..@merceradvisors.com
2021-07-03 delete email al..@merceradvisors.com
2021-07-03 delete email ch..@merceradvisors.com
2021-07-03 delete person Al Zdenek
2021-07-03 delete person Alexander Baker
2021-07-03 delete person Brittany Starnes
2021-07-03 delete person Carrie Faulkner
2021-07-03 delete person David DeVita
2021-07-03 delete person Kevin Jimeno
2021-07-03 delete person Kimberly Crawford
2021-07-03 delete person Lisa Hensley
2021-07-03 delete person Louis Tzamalas
2021-07-03 delete person Michael Karon
2021-07-03 delete person Paul Seigle
2021-07-03 delete person Timothy Wylder
2021-07-03 delete person Tristan Pohren
2021-07-03 delete phone 201.447.9500
2021-07-03 insert address 101 Federal Street Suite 1900 Boston, Massachusetts 02110
2021-07-03 insert address 201 W North River Drive Suite 380 Spokane, Washington 99201
2021-07-03 insert address 313 Fifth Street Suite 101 Ames, Iowa 50010
2021-07-03 insert address 4208 Six Forks Road Suite 1000 Raleigh, North Carolina 27609
2021-07-03 insert address 4800 Juan Tabo Blvd NE Suite D Albuquerque, New Mexico 87111
2021-07-03 insert address 5251 W 116th Pl Suite 200 Leawood, Kansas 66211
2021-07-03 insert address 6201 Fairview Road Suite 200 Charlotte, North Carolina 28210
2021-07-03 insert address 6720 North Scottsdale Road Suite 212 Scottsdale, Arizona 85253-4426
2021-07-03 insert address 701 E Front Ave Suite 101 Coeur d'Alene, Idaho 83814
2021-07-03 insert address 725 Cool Springs Suite 600 Franklin, Tennessee 37067
2021-07-03 insert address 970 Lake Carillon Drive Feather Sound Suite 300 St. Petersburg, Florida 33716
2021-07-03 insert address 9740 Appaloosa Road Suite 150 San Diego, California 92131
2021-07-03 insert contact_pages_linkeddomain citywireusa.com
2021-07-03 insert email aa..@merceradvisors.com
2021-07-03 insert email ah..@merceradvisors.com
2021-07-03 insert email al..@merceradvisors.com
2021-07-03 insert email al..@merceradvisors.com
2021-07-03 insert email am..@merceradvisors.com
2021-07-03 insert email as..@merceradvisors.com
2021-07-03 insert email ch..@merceradvisors.com
2021-07-03 insert index_pages_linkeddomain fundintelligence.global
2021-07-03 insert person Alan Varnishung
2021-07-03 insert person Alexander O'Reilly
2021-07-03 insert person Andra Reason
2021-07-03 insert person Andrew Paine
2021-07-03 insert person Andrew Shannon
2021-07-03 insert person Angela Fernandez
2021-07-03 insert person Anuska Kovalcheck
2021-07-03 insert person Charles Crowley IV
2021-07-03 insert person Christine Cataldo
2021-07-03 insert person Craig Marrs
2021-07-03 insert person Denisse Mendez
2021-07-03 insert person Duncan MacDougall
2021-07-03 insert person Gary Foodim
2021-07-03 insert person Jacqueline D. Adler
2021-07-03 insert person James Taylor
2021-07-03 insert person Joe Pellizzari
2021-07-03 insert person Kate Schelonka
2021-07-03 insert person Maddy Underwood
2021-07-03 insert person Madison Taneja
2021-07-03 insert person Nathan Brammer
2021-07-03 insert person Stacie Hostetler
2021-07-03 insert person Tarek McAlee
2021-07-03 insert person Tyler Garbers
2021-07-03 insert person Zachery Wingate
2021-07-03 insert person Zeke Aviles
2021-07-03 insert phone 208.714.0812
2021-07-03 insert phone 402.237.1323
2021-07-03 insert phone 425.709.2313
2021-07-03 insert phone 480.421.2660
2021-07-03 insert phone 509.444.7007
2021-07-03 insert phone 515.233.0307
2021-07-03 insert phone 571.643.3331
2021-07-03 insert phone 857.378.1140
2021-07-03 update person_description Adam Lee => Adam Lee
2021-07-03 update person_title Adam Lee: Client Advisor => Wealth Advisor
2021-07-03 update person_title Adam Stanowick: Associate Planner => Financial Planning Analyst
2021-07-03 update person_title Adis Mehic: Client Advisor => Wealth Advisor
2021-07-03 update person_title Alan McKnight: Senior Client Advisor => Wealth Advisor; DBA, CFP®
2021-07-03 update person_title Andrew Barnes: Client Advisor => Wealth Advisor
2021-07-03 update person_title Andrew Crim: Associate Planner => Associate Financial Planner
2021-07-03 update person_title Austin Tanner: Client Associate => Client Service Specialist
2021-07-03 update person_title Bennet Thonakkara: Client Advisor and Branch Manager => Wealth Advisor, Director
2021-07-03 update person_title Bill Berg: Senior Vice President; Senior Portfolio Manager => Wealth Advisor
2021-07-03 update person_title Bobby Arenivas: Associate; Advisor => Associate Wealth Advisor
2021-07-03 update person_title Brian Picariello: Client Advisor and Regional Director => Managing Director
2021-07-03 update person_title Caitlin Smith: Client Associate => Client Service Specialist
2021-07-03 update person_title Candace Abrams: Client Associate => Client Service Specialist
2021-07-03 update person_title Christina Hung: Member of the Your Beverly Hills Team; Client Advisor => Member of the Your Beverly Hills Team; Wealth Advisor
2021-07-03 update person_title Christopher J. Rogers: Investment Analyst; Portfolio Manager => Client Service Specialist; Senior Vice President, Client Portfolio Manager
2021-07-03 update person_title Christopher S. Murphy: Associate Planner => Associate Financial Planner
2021-07-03 update person_title Claire Layman: Client Associate => Client Service Specialist
2021-07-03 update person_title Colby Ripsam: Associate Planner => Associate Financial Planner
2021-07-03 update person_title Corey Bird: Client Advisor => Regional Vice President
2021-07-03 update person_title Craig W. Hart: Client Advisor and Branch Manager => Senior Vice President Client Portfolio Manager
2021-07-03 update person_title Dane Sauer: Client Advisor => Wealth Advisor
2021-07-03 update person_title Daniel Lime: Client Associate => Client Service Specialist
2021-07-03 update person_title David Barton: Vice Chairman, M & a Leader => M & a Leader
2021-07-03 update person_title David Carmichael: Client Advisor and Co - Branch Manager => Wealth Advisor, Director
2021-07-03 update person_title David E. Gardner: Vice President and Senior Client Advisor => Wealth Advisor, Director
2021-07-03 update person_title David H. Levy: Client Advisor => Wealth Advisor
2021-07-03 update person_title David Ventura: Associate Planner => Associate Financial Planner
2021-07-03 update person_title Dean R. Murray: Client Advisor => Wealth Advisor
2021-07-03 update person_title Denise Rhodey: Lead Client Associate => Lead Client Service Specialist
2021-07-03 update person_title Devin Farrow: Regional Vice President => Vice President, M & a
2021-07-03 update person_title Elisha Sanchez: Lead Client Associate => Lead Client Service Specialist
2021-07-03 update person_title Elizabeth Dahlberg: Client Associate => Client Service Specialist
2021-07-03 update person_title Emi Umezawa: Client Advisor => Wealth Advisor
2021-07-03 update person_title Eric Anderson: Client Advisor and Branch Manager => Wealth Advisor
2021-07-03 update person_title Erica J. Clark: Senior Client Associate => Client Service Specialist
2021-07-03 update person_title Erik W. Thurnher: Client Advisor => Wealth Advisor
2021-07-03 update person_title Fanny Guo: Client Advisor => Wealth Advisor
2021-07-03 update person_title Frances Smith: Client Advisor => Wealth Advisor
2021-07-03 update person_title Frank Piccolo: Client Associate => Client Service Specialist
2021-07-03 update person_title Gabrielle Mollick: Client Solutions Representative => Financial Planner
2021-07-03 update person_title Harmon Laurin: Senior Vice President => Wealth Advisor, Director
2021-07-03 update person_title Heather Aragona: Client Associate => Client Service Specialist
2021-07-03 update person_title Jack Bruno: Client Associate => Client Service Specialist
2021-07-03 update person_title Jack Gilligan: Client Advisor => Wealth Advisor
2021-07-03 update person_title Jacob Gee: Client Associate => Client Service Specialist
2021-07-03 update person_title James Everitt: Senior Vice President => Wealth Advisor, Director
2021-07-03 update person_title James S. Ryan: Client Advisor => Wealth Advisor
2021-07-03 update person_title James Shanton: Client Advisor => Wealth Advisor
2021-07-03 update person_title James Telfer: Client Associate => Client Service Specialist
2021-07-03 update person_title Jaron Carmichael: Client Advisor => Wealth Advisor
2021-07-03 update person_title Jasmine Honda: Client Associate => Client Service Specialist
2021-07-03 update person_title Jason O'Meara: Financial Planner => Associate Wealth Advisor
2021-07-03 update person_title Jeffrey Lokken: Client Advisor & Branch Manager => Wealth Advisor
2021-07-03 update person_title Jenna Elliott: Managing Attorney, Estate Planning => Director of Estate Planning, Managing Attorney
2021-07-03 update person_title Jeremiah H. Barlow: Executive Vice President, Head of Family Wealth Services => Head of Family Wealth Services
2021-07-03 update person_title Jeremy Moniz: Client Associate => Client Service Specialist
2021-07-03 update person_title Jill Jeter: Client Advisor => Wealth Advisor
2021-07-03 update person_title Joanna Hsu: Client Associate => Client Service Specialist
2021-07-03 update person_title Jody Wyatt: Client Associate => Client Service Specialist
2021-07-03 update person_title Josh Gustafson: Head of Client Service => Head of Wealth Management
2021-07-03 update person_title Josiah Taylor: Client Associate => Client Service Specialist
2021-07-03 update person_title Judy McNary: Senior Client Advisor and Special Projects => Director of Corporate Responsibility
2021-07-03 update person_title Justin Shane: Financial Planner => Associate Wealth Advisor
2021-07-03 update person_title Kara Duckworth: Client Advisor and Managing Director of Client Experience => Managing Director of Client Experience
2021-07-03 update person_title Karen Lee: Chief Marketing and Strategy Officer => Chief Business Solutions Officer
2021-07-03 update person_title Kevin D. Lehinger: Client Advisor => Wealth Advisor
2021-07-03 update person_title Korina Kaio-Maddox: Client Associate => Client Service Specialist
2021-07-03 update person_title Lesley Gran: Administrative Assistant => Client Service Coordinator
2021-07-03 update person_title Lindsay West: Client Associate => Client Service Specialist
2021-07-03 update person_title Lisa Corboy: Senior Client Associate => Client Service Specialist
2021-07-03 update person_title Lonnie Dorn: Client Advisor => Wealth Advisor
2021-07-03 update person_title Maeve Schmid: Associate Planner => Financial Planner
2021-07-03 update person_title Mari Adam: Client Advisor and Branch Manager => Wealth Advisor
2021-07-03 update person_title Marie Levinsky: Client Associate => Client Service Specialist
2021-07-03 update person_title Mark Eshman: Senior Vice President => Client Advisor and Branch Manager
2021-07-03 update person_title Mark Falamoun: Client Associate => Client Service Specialist
2021-07-03 update person_title Mark J. Smith: Client Advisor and Branch Manager => Wealth Advisor, Director
2021-07-03 update person_title Martha Kilfoy: Receptionist => Client Service Coordinator
2021-07-03 update person_title Martine Lellis: Chief Talent and Business Solutions Officer => Chief Talent and Administrative Officer
2021-07-03 update person_title Mary Hamshou: Client Associate => Client Service Specialist
2021-07-03 update person_title Marzena Hanek: Lead Client Associate => Lead Client Service Specialist
2021-07-03 update person_title Matthew R. Bohrer: Client Advisor and Regional Director => Wealth Advisor, Director
2021-07-03 update person_title Matthew Truckner: Tax Advisor => Senior Tax Advisor
2021-07-03 update person_title Meagan Blazier: Client Associate => Client Service Specialist; Member of the Your Ann Arbor Team
2021-07-03 update person_title Melanie Guhit: Associate; Advisor => Wealth Advisor
2021-07-03 update person_title Melanie J. Keiser: Client Advisor => Wealth Advisor
2021-07-03 update person_title Monica Delsanto: Client Associate => Client Service Specialist
2021-07-03 update person_title Nancy Coumou: Client Advisor => Wealth Advisor
2021-07-03 update person_title Nancy R. Hudak: Lead Client Associate => Lead Client Service Specialist
2021-07-03 update person_title Navisha Sawh: Client Associate => Client Service Specialist
2021-07-03 update person_title Nicholas Semko: Managing Director => Managing Director, M & a
2021-07-03 update person_title Patrick T. Moore: Member of the Your Bartlesville Team; Client Advisor => Wealth Advisor
2021-07-03 update person_title Phillip Miodowski: Client Associate => Client Service Specialist
2021-07-03 update person_title Randy Magdaluyo: Managing Director => Vice President, M & a Program Management
2021-07-03 update person_title Remington Hasty: Client Associate => Client Service Specialist
2021-07-03 update person_title Renée Pichette: Financial Planner => Associate Wealth Advisor
2021-07-03 update person_title Rich Davtyan: Member of the Your Beverly Hills Team; Client Advisor => Member of the Your Beverly Hills Team; Associate Wealth Advisor
2021-07-03 update person_title Richard Brad Mundy: Client Advisor => Wealth Advisor
2021-07-03 update person_title Robert Lau: Client Advisor and Branch Manager => Wealth Advisor
2021-07-03 update person_title Ross Hasek: Client Associate => Client Service Specialist
2021-07-03 update person_title Roxanne Konieczka: Client Associate => Client Service Specialist
2021-07-03 update person_title Rudolph Brandes: Client Advisor => Wealth Advisor
2021-07-03 update person_title Sarai Covell: Client Associate => Client Service Specialist
2021-07-03 update person_title Stefani Kohler: Associate Planner => Associate Financial Planner
2021-07-03 update person_title Stephanie Anderson: Client Advisor => Wealth Advisor
2021-07-03 update person_title Steve Roberts: Client Advisor and Branch Manager => Wealth Advisor, Director
2021-07-03 update person_title Steven J. Deceuninck: Client Advisor => Wealth Advisor
2021-07-03 update person_title Steven Schwartz: Client Advisor and Principal Emeritus => Wealth Advisor
2021-07-03 update person_title Susan Travis: Client Advisor and Regional Director; Member of the Your Austin Team => Member of the Your Bartlesville Team; Member of the Your Austin Team; Managing Director
2021-07-03 update person_title Sydney Kirkes: Senior Client Associate => Client Service Specialist
2021-07-03 update person_title Tim Rowland: Client Advisor & Branch Manager => Wealth Advisor, Director
2021-07-03 update person_title Tracy O. Jackson: Client Advisor and Branch Manager => Wealth Advisor, Director
2021-07-03 update person_title W. Thomas McNary: Client Advisor => Wealth Advisor
2021-07-03 update person_title William Perysian: Managing Director => Consultant, M & a
2021-04-25 delete otherexecutives Aaron Langston
2021-04-25 delete otherexecutives Chris Graf
2021-04-25 insert managingdirector Scott Kays
2021-04-25 insert otherexecutives Eric Zehnder
2021-04-25 insert otherexecutives Todd E. Hagen
2021-04-25 insert otherexecutives Veronica Rubio
2021-04-25 delete address 15233 Ventura Boulevard Suite 1140 Sherman Oaks, California 91403
2021-04-25 delete address 4801 Emerson Avenue Suite 106 Palatine, Illinois 60067
2021-04-25 delete index_pages_linkeddomain netdna-ssl.com
2021-04-25 delete person Chris Graf
2021-04-25 delete person Gregory Dennie
2021-04-25 delete person Jerilyn Alport
2021-04-25 delete person Kenneth Ajello
2021-04-25 delete person Kenneth Chavis IV
2021-04-25 delete person Kenneth J. Landgraf
2021-04-25 delete person Kyle Ray
2021-04-25 delete person Marie Chao
2021-04-25 delete person Merry Rosadi
2021-04-25 delete person Neil Paolella
2021-04-25 delete person Nicole Gobel
2021-04-25 delete person Rodney James
2021-04-25 delete person Scott Gesling
2021-04-25 delete person William Nelson
2021-04-25 delete phone 847.303.1220
2021-04-25 delete phone 888.642.1000
2021-04-25 insert address 3748 Winterfield Road Midlothian, Virginia 23113
2021-04-25 insert address Suite 1150 Atlanta, Georgia 30339
2021-04-25 insert index_pages_linkeddomain marketwatch.com
2021-04-25 insert person Adam Lee
2021-04-25 insert person Alan McKnight
2021-04-25 insert person Andrew Medders
2021-04-25 insert person Andrew Thompson
2021-04-25 insert person Angela Tucker
2021-04-25 insert person Brian Norris
2021-04-25 insert person Brianna Becker
2021-04-25 insert person Brittany Starnes
2021-04-25 insert person Bryan Strike
2021-04-25 insert person CJ Smith
2021-04-25 insert person Charlene Jones
2021-04-25 insert person Claire Layman
2021-04-25 insert person Colton Petty
2021-04-25 insert person Corey Bird
2021-04-25 insert person Craig W. Hart
2021-04-25 insert person Dana Albizri
2021-04-25 insert person David Carmichael
2021-04-25 insert person Elizabeth Dahlberg
2021-04-25 insert person Eric Zehnder
2021-04-25 insert person Erica J. Clark
2021-04-25 insert person G. Carl Mahler
2021-04-25 insert person George Herr
2021-04-25 insert person Grace Bossert
2021-04-25 insert person Grant Wilson
2021-04-25 insert person Jaron Carmichael
2021-04-25 insert person Jennifer Gray
2021-04-25 insert person Jill Jeter
2021-04-25 insert person Jody Wyatt
2021-04-25 insert person John McAuliffe
2021-04-25 insert person Joshua Fremit
2021-04-25 insert person Josiah Taylor
2021-04-25 insert person Kevin D. Lehinger
2021-04-25 insert person Kimberly Crawford
2021-04-25 insert person Kira Baffi
2021-04-25 insert person Kristin Greenleaf
2021-04-25 insert person Kristina Gillis-Phelps
2021-04-25 insert person Lindsay Black
2021-04-25 insert person Lindsay West
2021-04-25 insert person Melanie J. Keiser
2021-04-25 insert person Melissa Dresnok
2021-04-25 insert person Monica Wray
2021-04-25 insert person Remington Hasty
2021-04-25 insert person Richard Brad Mundy
2021-04-25 insert person Scott Kays
2021-04-25 insert person Serena Colvin
2021-04-25 insert person Sheree Leonatti
2021-04-25 insert person Tim Rowland
2021-04-25 insert person Todd E. Hagen
2021-04-25 insert person Tristan Pohren
2021-04-25 insert person Veronica Rubio
2021-04-25 insert phone 804.378.1624
2021-04-25 update person_title Aaron Langston: Regional Vice President => Wealth Advisor
2021-04-25 update person_title Adela Africano: Client Associate => Client Service Specialist
2021-04-25 update person_title Alec Montoya: Associate; Advisor => Associate Wealth Advisor
2021-04-25 update person_title Alexander Baker: Client Associate => Client Service Specialist
2021-04-25 update person_title Alexander Doyle: Associate; Advisor => Associate Wealth Advisor
2021-04-25 update person_title Alexis Scott: Client Associate => Client Service Specialist
2021-04-25 update person_title Alice McDermott: Client Advisor => Wealth Advisor
2021-04-25 update person_title Amanda Caster: Client Associate => Client Service Specialist
2021-04-25 update person_title Amanda O'Sullivan: Client Associate => Client Service Specialist
2021-04-25 update person_title Amber Adams: Client Associate => Client Service Specialist
2021-04-25 update person_title Amy Ruffing: Client Associate => Client Service Specialist
2021-04-25 update person_title Angel Colon: Client Advisor => Wealth Advisor
2021-04-25 update person_title Ann de Zeeuw: Client Associate => Client Service Specialist
2021-04-25 update person_title Barry Cohen: Associate; Advisor => Associate Wealth Advisor
2021-04-25 update person_title Becky Leslie: Client Associate => Client Service Specialist
2021-04-25 update person_title Ben Gyulambaryan: Associate; Advisor => Associate Wealth Advisor
2021-04-25 update person_title Bernadette Mitchell: Client Associate => Client Service Specialist
2021-04-25 update person_title Brandon Capicotto: Client Associate => Client Service Specialist
2021-04-25 update person_title Brandon Wissinger: Client Advisor => Wealth Advisor
2021-04-25 update person_title Brenda Garcia: Client Associate => Client Service Specialist
2021-04-25 update person_title Brett Landstrom: Client Advisor => Wealth Advisor
2021-04-25 update person_title Brian Sullivan: Client Advisor and Branch Manager => Wealth Advisor and Director
2021-04-25 update person_title Brittany Benvenuto: Client Associate => Client Service Specialist
2021-04-25 update person_title Brittany Rice: Associate; Advisor => Wealth Advisor
2021-04-25 update person_title Brooks Allen: Client Associate => Client Service Specialist
2021-04-25 update person_title Bryan Bielawski: Client Advisor => Wealth Advisor
2021-04-25 update person_title Carin Roman: Client Advisor => Wealth Advisor
2021-04-25 update person_title Carl Larimore: Client Advisor and Branch Manager => Wealth Advisor and Director
2021-04-25 update person_title Carlos Hernandez: Financial Planner => Associate Wealth Advisor
2021-04-25 update person_title Carrie Faulkner: Client Associate => Client Service Specialist
2021-04-25 update person_title Cary Shaw: Client Associate => Client Service Specialist
2021-04-25 update person_title Catherine Franklin: Senior Client Associate => Client Service Specialist
2021-04-25 update person_title Chanelle Van Pelt: Associate Planner => Financial Planner
2021-04-25 update person_title Charlene Maruska: Client Associate => Client Service Specialist
2021-04-25 update person_title Christopher Currin: Client Advisor => Wealth Advisor
2021-04-25 update person_title Chuck Breuch: Client Advisor => Wealth Advisor
2021-04-25 update person_title Claire Hahn: Client Associate => Client Service Specialist
2021-04-25 update person_title Daniel M. McDermott: Client Advisor and Branch Manager => Wealth Advisor
2021-04-25 update person_title Danielle Frazier: Senior Client Associate => Client Service Specialist
2021-04-25 update person_title David Askew: Client Advisor and Branch Manager => Wealth Advisor and Director
2021-04-25 update person_title David DeVita: Client Advisor => Wealth Advisor
2021-04-25 update person_title David Haman: Client Advisor => Wealth Advisor
2021-04-25 update person_title David Kerber: Client Advisor and Branch Manager => Wealth Advisor and Director
2021-04-25 update person_title David S. Currier: Client Advisor => Wealth Advisor
2021-04-25 update person_title Drew Harper: Client Advisor => Wealth Advisor
2021-04-25 update person_title Drew Kanaly: Client Advisor => Wealth Advisor
2021-04-25 update person_title Emelyne Seh: Client Associate => Client Service Specialist
2021-04-25 update person_title Emily Messegee: Client Advisor => Wealth Advisor
2021-04-25 update person_title Eunice Kim: Associate; Advisor => Associate Wealth Advisor
2021-04-25 update person_title Federico Avendano: Client Associate => Member of the Your Beverly Hills Team; Client Service Specialist
2021-04-25 update person_title Frances Smith: Associate; Advisor => Client Advisor
2021-04-25 update person_title Gabrielle Joiner: Client Associate => Client Service Specialist
2021-04-25 update person_title Gary Williams: Client Advisor => Wealth Advisor
2021-04-25 update person_title Geoffrey Franklin: Client Advisor => Wealth Advisor
2021-04-25 update person_title Grace Chyun: Client Associate => Client Service Specialist
2021-04-25 update person_title Heather Jenkins Capps: Associate; Advisor => Associate Wealth Advisor
2021-04-25 update person_title Jacob Jaegle: Client Advisor => Wealth Advisor
2021-04-25 update person_title James Todd: Client Advisor => Wealth Advisor
2021-04-25 update person_title Jamie Block: Client Advisor and Branch Manager => Wealth Advisor and Director
2021-04-25 update person_title Jamie Stone: Client Advisor => Wealth Advisor
2021-04-25 update person_title Javier Solis: Client Advisor => Wealth Advisor
2021-04-25 update person_title Jeff Kacal: Member of the Your Austin Team; Client Advisor => Wealth Advisor
2021-04-25 update person_title Jennifer Baick: Client Advisor => Director of Financial Planning
2021-04-25 update person_title Jesse Haverstock: Client Advisor => Wealth Advisor
2021-04-25 update person_title Jesse Mignone: Client Associate => Client Service Specialist
2021-04-25 update person_title Jessica Caruso: Client Advisor and Regional Director => Wealth Advisor and Sr. Director
2021-04-25 update person_title JoAnn Ferradino: Client Associate => Client Service Specialist
2021-04-25 update person_title Joel Lange: Member of the Your Austin Team; Client Advisor => Wealth Advisor
2021-04-25 update person_title John Carney: Client Advisor; Member of the Your Ann Arbor Team => Wealth Advisor
2021-04-25 update person_title Jojo Cresci: Client Advisor => Wealth Advisor
2021-04-25 update person_title Jonathan Mitchell: Client Advisor => Wealth Advisor
2021-04-25 update person_title Joseph Mah: Client Advisor and Branch Manager => Wealth Advisor
2021-04-25 update person_title Joseph Young: Client Advisor and Branch Manager => Wealth Advisor and Director
2021-04-25 update person_title Justin Do: Associate Planner => Associate Financial Planner
2021-04-25 update person_title Karla Castillo: Client Associate => Client Service Specialist
2021-04-25 update person_title Karrie Spencer: Client Advisor => Wealth Advisor
2021-04-25 update person_title Kathy Perry: Client Associate => Client Service Specialist
2021-04-25 update person_title Kelly Palmer: Client Advisor => Wealth Advisor
2021-04-25 update person_title Kelly Woodward: Client Service Manager => Client Service Specialist
2021-04-25 update person_title Kevin Russell: Client Advisor => Wealth Advisor
2021-04-25 update person_title Kseniya Ribeiro: Client Associate => Client Service Specialist
2021-04-25 update person_title Laura Cuber: Client Advisor => Wealth Advisor
2021-04-25 update person_title Laura Madariaga: Senior Client Associate => Lead Client Service Specialist
2021-04-25 update person_title Laura Rowley: Client Advisor => Wealth Advisor
2021-04-25 update person_title Lawrence Solomon: Client Advisor => Wealth Advisor
2021-04-25 update person_title Li Huang: Client Associate => Client Service Specialist
2021-04-25 update person_title Linda S. Ames Lyons: Associate; Advisor => Associate Wealth Advisor
2021-04-25 update person_title Lisa Hensley: Client Associate => Client Service Specialist
2021-04-25 update person_title Lori Bodenhamer: Client Associate => Client Service Specialist
2021-04-25 update person_title Louis Tzamalas: Client Associate => Client Service Specialist
2021-04-25 update person_title Madeline I. Noveck: Client Advisor => Wealth Advisor
2021-04-25 update person_title Mary Jean Short: Client Associate => Client Service Specialist
2021-04-25 update person_title Matthew W. Sheets: Client Advisor => Wealth Advisor
2021-04-25 update person_title Maunsel Hickey: Client Advisor => Wealth Advisor
2021-04-25 update person_title Melissa Pinkerton: Client Advisor => Wealth Advisor
2021-04-25 update person_title Merideth Gillis: Client Associate => Client Service Specialist
2021-04-25 update person_title Michael Snider: Associate; Advisor; Member of the Your Ann Arbor Team => Associate Wealth Advisor
2021-04-25 update person_title Michael W. Johns: Client Advisor => Wealth Advisor
2021-04-25 update person_title Michelle Elia: Client Associate => Client Service Specialist
2021-04-25 update person_title Naeshia Mota: Client Associate => Client Service Specialist
2021-04-25 update person_title Nicholas Campbell: Client Advisor => Wealth Advisor
2021-04-25 update person_title Nicole Mosley: Associate Planner => Associate Financial Planner
2021-04-25 update person_title Pamela Brown: Client Associate => Client Service Specialist
2021-04-25 update person_title Pamela Greene: Client Associate => Client Service Specialist
2021-04-25 update person_title Paola Ramos: Client Advisor => Wealth Advisor
2021-04-25 update person_title Peter Ip: Client Advisor => Wealth Advisor
2021-04-25 update person_title Phillip Swenson: Associate; Advisor => Associate Wealth Advisor
2021-04-25 update person_title Rafael Arellano: Client Advisor => Wealth Advisor
2021-04-25 update person_title Ramsey Zreik: Client Associate => Client Service Specialist
2021-04-25 update person_title Renée Egelski: Client Advisor => Wealth Advisor
2021-04-25 update person_title Rick Baran: Client Advisor => Wealth Advisor
2021-04-25 update person_title Roain Saunders: Associate Planner => Associate Financial Planner
2021-04-25 update person_title Ron Kibbe: Client Advisor => Wealth Advisor
2021-04-25 update person_title Sandra Mitchell: Client Associate => Client Service Specialist
2021-04-25 update person_title Scott Weigel: Client Associate => Client Service Specialist
2021-04-25 update person_title Stefen Donohue: Client Associate => Client Service Specialist
2021-04-25 update person_title Steven Crevar: Associate; Advisor => Associate Wealth Advisor
2021-04-25 update person_title Susan A. Crawford Pilon: Client Advisor => Wealth Advisor
2021-04-25 update person_title Susan Evans: Client Associate => Client Service Specialist
2021-04-25 update person_title Susan Portnoi: Client Advisor => Wealth Advisor
2021-04-25 update person_title Thomas Keeney: Client Advisor => Wealth Advisor
2021-04-25 update person_title Tiffany Stokes: Client Associate => Client Service Specialist
2021-04-25 update person_title Tom Herzing: Client Advisor => Wealth Advisor
2021-04-25 update person_title Tracey Turko: Client Advisor and Regional Director; Member of the Your Ann Arbor Team => Wealth Advisor and Sr. Director
2021-04-25 update person_title Tyler Schaefer: Client Associate => Regional Sales Associate
2021-04-25 update person_title Tyler Smith: Client Advisor => Wealth Advisor
2021-04-25 update person_title William Flanders: Client Associate => Client Service Specialist
2021-04-25 update person_title Yisen Cai: Client Advisor => Wealth Advisor
2021-04-25 update person_title Yvonne Wood: Client Advisor => Wealth Advisor
2021-02-02 delete evp Doug Fabian
2021-02-02 delete managingdirector Vince R. Gimarelli
2021-02-02 delete otherexecutives Barry Hyman
2021-02-02 delete otherexecutives Bryan Powers
2021-02-02 delete otherexecutives Doug Suhr
2021-02-02 delete otherexecutives Gregory V. Taylor
2021-02-02 insert managingdirector Josh DeForest
2021-02-02 insert managingdirector Kevin Jack
2021-02-02 insert managingdirector Matt Cook
2021-02-02 insert otherexecutives Andrew Beck
2021-02-02 insert otherexecutives Brian Abatemarco
2021-02-02 insert otherexecutives Edward Dunphy
2021-02-02 insert otherexecutives Kristen Comeau
2021-02-02 insert svp Bryan Powers
2021-02-02 insert svp Doug Fabian
2021-02-02 insert svp James Everitt
2021-02-02 insert svp Mark Eshman
2021-02-02 delete address 103 Carnegie Center Suite 205 Princeton, New Jersey 08540
2021-02-02 delete address 1429 King Avenue Suite 100 Columbus, Ohio 43212
2021-02-02 delete address 4 Parklane Boulevard Suite 320 Dearborn, Michigan 48126
2021-02-02 delete address Heron Tower 70 East 55th Street, 12th Floor New York, New York 10022
2021-02-02 delete person Alexandra Chambers
2021-02-02 delete person Alise Kraus
2021-02-02 delete person Barry Hyman
2021-02-02 delete person Colin A. Bell
2021-02-02 delete person Doug Suhr
2021-02-02 delete person Elizabeth B. deSousa
2021-02-02 delete person Gregory V. Taylor
2021-02-02 delete person Heron Tower
2021-02-02 delete person John Abrahamson
2021-02-02 delete person Kevin Monson
2021-02-02 delete person Kiley M. Kastl
2021-02-02 delete person Kristen Kestel
2021-02-02 delete person Norinda Ray
2021-02-02 delete person Sarah Howard
2021-02-02 delete person Trey Anderson
2021-02-02 delete person Vijay C. Patel
2021-02-02 delete person Vince R. Gimarelli
2021-02-02 delete phone 212.661.8682
2021-02-02 delete phone 248.244.8900
2021-02-02 delete phone 609.779.6700
2021-02-02 delete phone 614.486.0691
2021-02-02 delete phone 800.258.1559
2021-02-02 delete service_pages_linkeddomain wpengine.com
2021-02-02 delete source_ip 104.27.150.12
2021-02-02 delete source_ip 104.27.151.12
2021-02-02 insert address 100 Tyler Square Suite 6 Covington, Louisiana 70433
2021-02-02 insert address 131 4th Street East Suite 320, PO Box 607 Ketchum, Idaho 83340
2021-02-02 insert address 151 Kalmus Drive, Suite H-7 Costa Mesa, California 92626
2021-02-02 insert address 235 Montgomery Street Suite 1020 San Francisco, California 94104
2021-02-02 insert address 250 North Westlake Boulevard Suite 250 Westlake Village, California 91362
2021-02-02 insert address 2500 North Military Trail, Suite 306 Boca Raton, Florida 33431
2021-02-02 insert address 4800 Juan Tabo Boulevard Northeast Suite D Albuquerque, New Mexico 87111
2021-02-02 insert address 5613 DTC Parkway Suite 650 Greenwood Village, Colorado 80111
2021-02-02 insert address 610 Main Street Suite 15 Frisco, Colorado 80443
2021-02-02 insert address 6310 South San Vicente Boulevard Suite 404 Los Angeles, California 90048
2021-02-02 insert address PO Box 2869 Silverthorne, Colorado 80498
2021-02-02 insert person Albert Barsanti
2021-02-02 insert person Alex Kimura
2021-02-02 insert person Amber Adams
2021-02-02 insert person Amber Perez
2021-02-02 insert person Amy Ruffing
2021-02-02 insert person Andrew Barnes
2021-02-02 insert person Austin Tanner
2021-02-02 insert person Bradley Anderson
2021-02-02 insert person Brenda Garcia
2021-02-02 insert person Brittany Benvenuto
2021-02-02 insert person Brittany Doyle
2021-02-02 insert person Brittany Rice
2021-02-02 insert person Carrie Faulkner
2021-02-02 insert person Chelsea Manocchi
2021-02-02 insert person Christina Hung
2021-02-02 insert person Christopher J. Rogers
2021-02-02 insert person Danielle Read
2021-02-02 insert person David S. Currier
2021-02-02 insert person Donna Skeels Cygan
2021-02-02 insert person Drew Harper
2021-02-02 insert person Edward Dunphy
2021-02-02 insert person Emily Messegee
2021-02-02 insert person Eunice Kim
2021-02-02 insert person Federico Avendano
2021-02-02 insert person Gregory Dennie
2021-02-02 insert person Jack Gilligan
2021-02-02 insert person Jacob Jaegle
2021-02-02 insert person James Everitt
2021-02-02 insert person James Shanton
2021-02-02 insert person Jasmine Honda
2021-02-02 insert person Jasna Veledar
2021-02-02 insert person Joanna Hsu
2021-02-02 insert person Karrie Spencer
2021-02-02 insert person Kathy Perry
2021-02-02 insert person Kelly Woodward
2021-02-02 insert person Kimberly Lorenz
2021-02-02 insert person Kyle Ray
2021-02-02 insert person Lesley Gran
2021-02-02 insert person Lonnie Dorn
2021-02-02 insert person Lori Bodenhamer
2021-02-02 insert person Luc Ceci
2021-02-02 insert person Mari Adam
2021-02-02 insert person Mark Eshman
2021-02-02 insert person Mark J. Smith
2021-02-02 insert person Martha Kilfoy
2021-02-02 insert person Maunsel Hickey
2021-02-02 insert person Michael Karon
2021-02-02 insert person Pamela Brown
2021-02-02 insert person Paul Seigle
2021-02-02 insert person Rich Davtyan
2021-02-02 insert person Richard W. Weyers
2021-02-02 insert person Robert Lau
2021-02-02 insert person Robert Reed
2021-02-02 insert person Roxanne Konieczka
2021-02-02 insert person Rudolph Brandes
2021-02-02 insert person Scott Gesling
2021-02-02 insert person Scott Weigel
2021-02-02 insert person Terry Bobo
2021-02-02 insert person Tessa Bonifacio
2021-02-02 insert person Tim Forest
2021-02-02 insert person Tracy O. Jackson
2021-02-02 insert person Tyler Schaefer
2021-02-02 insert phone 303.768.0007
2021-02-02 insert phone 415.501.9192
2021-02-02 insert phone 424.212.4949
2021-02-02 insert phone 505.298.4040
2021-02-02 insert phone 561.417.0001
2021-02-02 insert phone 714.434.6900
2021-02-02 insert phone 805.495.8166
2021-02-02 insert phone 877.642.5224
2021-02-02 insert phone 877.726.8858
2021-02-02 insert phone 970.468.8800
2021-02-02 insert phone 985.898.0450
2021-02-02 insert source_ip 104.21.73.9
2021-02-02 update person_title Adam Stanowick: Client Associate => Associate Planner
2021-02-02 update person_title Alec Montoya: Member of the Your Chicago Team; Financial Planner => Associate; Advisor
2021-02-02 update person_title Alexander Doyle: Financial Planner => Associate; Advisor
2021-02-02 update person_title Andrew Beck: Regional Sales Associate => Associate; Regional Vice President
2021-02-02 update person_title Ben Gyulambaryan: Financial Planner; Member of the Your Hackensack Team => Associate; Advisor
2021-02-02 update person_title Brian Abatemarco: Regional Sales Associate => Associate; Regional Vice President
2021-02-02 update person_title Bryan Powers: Regional Vice President => Senior Vice President
2021-02-02 update person_title Carin Roman: Financial Planner => Client Advisor
2021-02-02 update person_title Catherine Franklin: Client Associate; Member of the Your Houston Team => Senior Client Associate
2021-02-02 update person_title Colby Ripsam: Client Associate; Member of the Your Boulder Team => Associate Planner
2021-02-02 update person_title Dane Sauer: Associate; Member of the Your Austin Team; Advisor => Member of the Your Austin Team; Client Advisor
2021-02-02 update person_title Danielle Frazier: Client Associate; Member of the Your Houston Team => Senior Client Associate
2021-02-02 update person_title Denise Rhodey: Senior Client Associate => Lead Client Associate
2021-02-02 update person_title Doug Fabian: Executive Vice President; Member of the Your Los Angeles Team => Senior Vice President
2021-02-02 update person_title Elisha Sanchez: Senior Client Associate => Lead Client Associate
2021-02-02 update person_title Fred Xuereb: Senior Client Associate => Regional Sales Associate
2021-02-02 update person_title Jessica Caruso: Client Advisor and Branch Manager => Client Advisor and Regional Director
2021-02-02 update person_title Josh DeForest: Client Advisor and Regional Director => Managing Director
2021-02-02 update person_title Kevin Jack: Client Advisor and Regional Director; Member of the Your Los Angeles Team => Managing Director
2021-02-02 update person_title Kristen Comeau: Member of the Your Kahului Team; Regional Sales Associate; Member of the Your Denver Team; Member of the Your Boulder Team => Associate; Regional Vice President
2021-02-02 update person_title Laura Madariaga: Client Associate => Senior Client Associate
2021-02-02 update person_title Laura Thompson: Member of the Your Austin Team; Regional Sales Associate; Member of the Your Houston Team => Senior Regional Sales Associate; Member of the Your Austin Team
2021-02-02 update person_title Lisa J. Miller: Manager of Operations - First Ohio => Manager of Operations
2021-02-02 update person_title Marzena Hanek: Senior Client Associate; Member of the Your Chicago Team; Member of the Your La Crosse Team => Lead Client Associate
2021-02-02 update person_title Matt Cook: Client Advisor and Regional Director => Managing Director
2021-02-02 update person_title Michael Snider: Financial Planner; Member of the Your Ann Arbor Team; Member of the Your Columbus Team => Associate; Advisor; Member of the Your Ann Arbor Team
2021-02-02 update person_title Nancy R. Hudak: Senior Client Associate => Lead Client Associate
2021-02-02 update person_title Nicholas Ladaga: Client Associate => Regional Sales Associate
2021-02-02 update person_title Nicole Mosley: Client Associate => Associate Planner
2021-02-02 update person_title Renée Pichette: Associate Planner; Member of the Your Boulder Team => Financial Planner
2021-02-02 update person_title Sarah Oliver: Member of the Your Denver Team; Legal Assistant => Tax Advisor
2021-02-02 update person_title Susan Travis: Member of the Your Austin Team; Client Advisor and Branch Manager; Member of the Your Houston Team => Client Advisor and Regional Director; Member of the Your Austin Team
2021-02-02 update person_title Tanya Thomasson: Senior Client Associate => Regional Operations Manager and Financial Planner
2020-09-23 delete address 3800 Arapahoe Avenue Suite 210 Boulder, Colorado 80303
2020-09-23 delete address Brick Walk 1261 Post Road Suite 102 Fairfield, Connecticut 06824
2020-09-23 delete address Greystone Court 573 Hopmeadow Street Simsbury, Connecticut 06070
2020-09-23 delete person Andrew Neville
2020-09-23 delete person Brick Walk
2020-09-23 delete person Catherine Heimer
2020-09-23 delete person Kristofer Lachapel
2020-09-23 delete person Laura Dominguez
2020-09-23 delete person Renée Judycki
2020-09-23 delete phone 888.324.6230
2020-09-23 insert address 15 North Main Street, Suite 100 West Hartford, Connecticut 06107
2020-09-23 insert address 4440 PGA Boulevard Suite 600 Palm Beach Gardens, Florida 33410
2020-09-23 insert person Barry Cohen
2020-09-23 insert person Caitlin Smith
2020-09-23 insert person Catherine Franklin
2020-09-23 insert person JoAnn Ferradino
2020-09-23 insert person Ramsey Zreik
2020-09-23 insert person Robert Borden
2020-09-23 insert person Stefen Donohue
2020-09-23 insert phone 561.408.5715
2020-09-23 update person_title Drew Kanaly: Client Advisor and Chairman Emeritus Kanaly Trust; Member of the Your Houston Team => Client Advisor; Member of the Your Houston Team
2020-07-14 insert cfo Michael Henry
2020-07-14 delete address 4440 PGA Boulevard Suite 600 Palm Beach Gardens, Florida 33410
2020-07-14 delete person Brandon Kurz
2020-07-14 delete person Daniel Aulicino
2020-07-14 delete person Linda Barcheski
2020-07-14 delete person Marsha Grant
2020-07-14 delete person Patricia Lokken
2020-07-14 delete person Renae Ransdell
2020-07-14 delete person Stephen I. Lee
2020-07-14 delete person Susan Monaghan
2020-07-14 delete phone 561.408.5715
2020-07-14 insert address 901 South MoPac Expressway Barton Oaks Plaza II, Suite 270 Austin, TX 78746
2020-07-14 insert address Greystone Court 573 Hopmeadow Street Simsbury, CT 06070
2020-07-14 insert person Alexander Baker
2020-07-14 insert person Candace Abrams
2020-07-14 insert person Kenneth Chavis IV
2020-07-14 insert person Michael Henry
2020-07-14 insert person Talcott Mountain
2020-06-08 delete otherexecutives Joseph Henry
2020-06-08 delete person Bonnie Dekrey
2020-06-08 delete person Brady Tice
2020-06-08 delete person Jaron Lee
2020-06-08 delete person Jayaprada Brower
2020-06-08 delete person Joseph Henry
2020-06-08 delete person Justin Scholljegerdes
2020-06-08 delete person Michael J. Freiling
2020-06-08 delete person Rocio Fitzgerald
2020-06-08 insert address 1 Bradley Road Suite 902 Woodbridge, Connecticut 06525
2020-06-08 insert address 1429 King Avenue Suite 100 Columbus, Ohio 43212
2020-06-08 insert address 600 N. Cleveland Avenue Suite 140 Westerville, Ohio 43802
2020-06-08 insert person Alan Weiss
2020-06-08 insert person Bennet Thonakkara
2020-06-08 insert person James S. Ryan
2020-06-08 insert person Lisa J. Miller
2020-06-08 insert person Mary Jean Short
2020-06-08 insert person Monica Delsanto
2020-06-08 insert phone 203.387.7887
2020-06-08 insert phone 614.486.0691
2020-06-08 insert service_pages_linkeddomain wpengine.com
2020-06-08 insert source_ip 172.67.136.233
2020-06-08 update person_title Dane Sauer: Financial Planner => Associate; Advisor
2020-06-08 update person_title Dean R. Murray: Client Advisor and Branch Manager => Client Advisor
2020-05-09 delete person Jenna Dana
2020-05-09 insert about_pages_linkeddomain sec.gov
2020-05-09 insert career_pages_linkeddomain sec.gov
2020-05-09 insert contact_pages_linkeddomain sec.gov
2020-05-09 insert index_pages_linkeddomain sec.gov
2020-05-09 insert management_pages_linkeddomain sec.gov
2020-05-09 insert person Daniel Lime
2020-05-09 insert person Haana Frank
2020-05-09 insert person Jenna Elliott
2020-05-09 insert person Mathew Encino
2020-05-09 insert person William Flanders
2020-05-09 insert service_pages_linkeddomain sec.gov
2020-05-09 update person_title Fred Xuereb: Member of the Your San Francisco Team; Associate Planner; Member of the Leadership Team => Senior Client Associate; Member of the Your San Francisco Team; Member of the Leadership Team
2020-05-09 update person_title Josette Hewitt: Interim - Senior Tax Manager => Tax Manager
2020-05-09 update person_title Neil Paolella: Client Advisor and Branch Manager; Member of the Your Ann Arbor Team => Client Advisor and Principal Emeritus; Member of the Your Ann Arbor Team
2020-04-09 delete about_pages_linkeddomain netdna-ssl.com
2020-04-09 delete career_pages_linkeddomain netdna-ssl.com
2020-04-09 delete contact_pages_linkeddomain netdna-ssl.com
2020-04-09 delete management_pages_linkeddomain netdna-ssl.com
2020-04-09 delete person Kerry Crowley
2020-04-09 delete service_pages_linkeddomain netdna-ssl.com
2020-04-09 delete terms_pages_linkeddomain netdna-ssl.com
2020-04-09 insert address 122 SW Frank Phillips Boulevard, Suite C Bartlesville, Oklahoma 74003
2020-04-09 insert address 4 Parklane Boulevard, Suite 320 Dearborn, Michigan 48126
2020-04-09 insert address 4801 Emerson Avenue, Suite 106 Palatine, Illinois 60067
2020-04-09 insert person Carin Roman
2020-04-09 insert person Christopher Varney
2020-04-09 insert person Jerilyn Alport
2020-04-09 insert person Kevin Monson
2020-04-09 insert person Kiley M. Kastl
2020-04-09 insert person Patrick T. Moore
2020-04-09 insert person Sarah Oliver
2020-04-09 insert person Sarai Covell
2020-04-09 insert person Steve Roberts
2020-04-09 insert person Steven J. Deceuninck
2020-04-09 insert phone 248.244.8900
2020-04-09 insert phone 847.303.1220
2020-04-09 insert phone 918.956.0580
2020-04-09 update person_title Andrew Caceres: Senior Tax Advisor => Tax Manager
2020-04-09 update person_title Andrew Crim: Client Associate; Member of the Your Houston Team => Associate Planner; Member of the Your Houston Team
2020-04-09 update person_title Barry Newman: Senior Tax Director => Vice President, Senior Tax Advisor
2020-04-09 update person_title Bobby Arenivas: Financial Planner; Member of the Leadership Team; Member of the Your Houston Team => Associate; Advisor; Member of the Leadership Team; Member of the Your Houston Team
2020-04-09 update person_title Brian Picariello: Senior Vice President, Client Advisor and Branch Manager => Client Advisor and Regional Director
2020-04-09 update person_title Christopher S. Murphy: Client Associate => Associate Planner
2020-04-09 update person_title Daniel Epstein: Senior Tax Manager; Member of the Your Denver Team => Member of the Your Denver Team; Director, Income Tax
2020-04-09 update person_title David Askew: Client Advisor; Member of the Leadership Team => Client Advisor and Branch Manager; Member of the Leadership Team
2020-04-09 update person_title David Ventura: Member of the Your San Francisco Team; Client Associate; Member of the Leadership Team => Member of the Your San Francisco Team; Associate Planner; Member of the Leadership Team
2020-04-09 update person_title Elisha Sanchez: Client Associate; Member of the Your Walnut Creek Team => Senior Client Associate; Member of the Your Walnut Creek Team
2020-04-09 update person_title Emily Meier: Member of the Your Denver Team; Legal Assistant => Executive Assistant / EP Operations; Member of the Your Denver Team
2020-04-09 update person_title Frances Smith: Financial Planner; Member of the Your Bellevue Team => Associate; Advisor; Member of the Your Bellevue Team
2020-04-09 update person_title Fred Xuereb: Member of the Your San Francisco Team; Client Associate; Member of the Leadership Team => Member of the Your San Francisco Team; Associate Planner; Member of the Leadership Team
2020-04-09 update person_title Frederick M. Hanish: Member of the Your Houston Team; Client Advisor & Branch Manager => Client Advisor; Member of the Your Houston Team
2020-04-09 update person_title Heather Jenkins Capps: Financial Planner; Member of the Your Houston Team => Associate; Advisor; Member of the Your Houston Team
2020-04-09 update person_title Irina Polyakova: Tax Manager => Vice President, Senior Tax Advisor
2020-04-09 update person_title Jamie Block: Client Advisor; Member of the Leadership Team => Client Advisor and Branch Manager; Member of the Leadership Team
2020-04-09 update person_title Jojo Cresci: Member of the Your San Mateo Team; Financial Planner => Member of the Your San Mateo Team; Client Advisor
2020-04-09 update person_title Joshua Fitch: Senior Tax Advisor; Member of the Your Denver Team => Member of the Your Denver Team; Tax Manager
2020-04-09 update person_title Justin Do: Client Associate => Associate Planner
2020-04-09 update person_title Kenneth Ajello: Member of the Your Atlanta Team; Client Associate; Member of the Leadership Team => Member of the Your Atlanta Team; Associate Planner; Member of the Leadership Team
2020-04-09 update person_title Linda S. Ames Lyons: Member of the Leadership Team; Financial Planner and Assistant Branch Manager => Associate; Advisor; Member of the Leadership Team
2020-04-09 update person_title Lisa Corboy: Client Associate; Member of the Your Boulder Team => Senior Client Associate; Member of the Your Boulder Team
2020-04-09 update person_title Logan L. Baker: Member of the Your Denver Team; Member of the Leadership Team; Estate Planning Attorney => Member of the Your Denver Team; Member of the Leadership Team; Vice President, Estate Planning
2020-04-09 update person_title Maeve Schmid: Member of the Your Denver Team; Client Associate => Member of the Your Denver Team; Associate Planner
2020-04-09 update person_title Marzena Hanek: Member of the Your Chicago Team; Member of the Your La Crosse Team; Client Associate => Member of the Your Chicago Team; Senior Client Associate
2020-04-09 update person_title Matt Cook: Client Advisor and Branch Manager; Member of the Your Santa Barbara Team => Client Advisor and Regional Director; Member of the Your Santa Barbara Team
2020-04-09 update person_title Melanie Guhit: Member of the Your San Francisco Team; Financial Planner => Associate; Member of the Your San Francisco Team; Advisor
2020-04-09 update person_title Paola Ramos: Financial Planner; Member of the Your Walnut Creek Team => Client Advisor; Member of the Your Walnut Creek Team
2020-04-09 update person_title Phillip Swenson: Financial Planner; Member of the Your Walnut Creek Team => Associate; Advisor; Member of the Your Walnut Creek Team
2020-04-09 update person_title Rafael Arellano: Financial Planner; Member of the Leadership Team; Member of the Your Hackensack Team => Client Advisor; Member of the Leadership Team; Member of the Your Hackensack Team
2020-04-09 update person_title Steven Crevar: Financial Planner; Member of the Your Clearwater Team; Member of the Your Hackensack Team => Associate; Member of the Your Clearwater Team; Advisor; Member of the Your Hackensack Team
2020-04-09 update person_title Sydney Kirkes: Member of the Your Santa Barbara Team; Client Associate => Senior Client Associate; Member of the Your Santa Barbara Team
2020-03-09 delete cfo Karsten Voermann
2020-03-09 delete person Christopher R. Cacchiola
2020-03-09 delete person John Eckel
2020-03-09 delete person Judith Hirotaka
2020-03-09 delete person Karsten Voermann
2020-03-09 delete person Marci Griffin
2020-03-09 delete person Michael T. Doran
2020-03-09 delete person Patricia Nagle
2020-03-09 insert about_pages_linkeddomain google.com
2020-03-09 insert address 4009 Mission Oaks Boulevard, Camarillo, California 93012
2020-03-09 insert career_pages_linkeddomain google.com
2020-03-09 insert contact_pages_linkeddomain financial-planning.com
2020-03-09 insert contact_pages_linkeddomain fundintelligence.global
2020-03-09 insert contact_pages_linkeddomain google.com
2020-03-09 insert contact_pages_linkeddomain mimecast.com
2020-03-09 insert contact_pages_linkeddomain wealthmanagement.com
2020-03-09 insert index_pages_linkeddomain google.com
2020-03-09 insert management_pages_linkeddomain google.com
2020-03-09 insert person Alan C. Hewitt
2020-03-09 insert person Alan E. Hewitt
2020-03-09 insert person Ashlee Chu Hewitt
2020-03-09 insert person Bernadette Mitchell
2020-03-09 insert person David H. Levy
2020-03-09 insert person Frederick M. Hanish
2020-03-09 insert person Gale Flores
2020-03-09 insert person Jason O'Meara
2020-03-09 insert person Josette Hewitt
2020-03-09 insert person Joshua Fitch
2020-03-09 insert person Kenneth J. Landgraf
2020-03-09 insert person Marie Chao
2020-03-09 insert person Mark Falamoun
2020-03-09 insert person Marsha Grant
2020-03-09 insert person Matthew Truckner
2020-03-09 insert person Stephanie Fernandes
2020-03-09 insert person Tyler Davis
2020-03-09 insert phone 805.987.4400
2020-03-09 insert service_pages_linkeddomain google.com
2020-03-09 insert terms_pages_linkeddomain google.com
2020-03-09 update person_title John Abrahamson: Member of the Leadership Team; Principal Emeritus => Client Advisor and Principal Emeritus; Member of the Leadership Team
2020-03-09 update person_title Laura Thompson: Member of the Your Houston Team; Client Experience Manager => Regional Sales Associate; Member of the Your Houston Team
2020-03-09 update person_title Melissa Gioielli: Tax Associate => Tax Advisor
2020-03-09 update person_title Renée Pichette: Client Associate; Member of the Your Boulder Team => Associate Planner; Member of the Your Boulder Team
2020-03-09 update person_title Steven Schwartz: Client Advisor and Branch Manager => Client Advisor and Principal Emeritus
2020-03-09 update person_title Yisen Cai: Client Advisor and Tax Advisor => Client Advisor
2020-02-08 delete managingdirector Jeff Kacal
2020-02-08 delete otherexecutives Jesse J. Pantano
2020-02-08 insert otherexecutives Brendan Reidy
2020-02-08 insert otherexecutives Tim Kallas
2020-02-08 insert personal_emails aa..@merceradvisors.com
2020-02-08 delete email al..@merceradvisors.com
2020-02-08 delete email as..@merceradvisors.com
2020-02-08 delete email jm..@merceradvisors.com
2020-02-08 delete person Jesse J. Pantano
2020-02-08 delete person Matthew Shea
2020-02-08 delete person Sheryl Berkowitz
2020-02-08 insert email aa..@merceradvisors.com
2020-02-08 insert email ad..@merceradvisors.com
2020-02-08 insert email ju..@merceradvisors.com
2020-02-08 insert person Brendan Reidy
2020-02-08 insert person Erik W. Thurnher
2020-02-08 insert person Grace Chyun
2020-02-08 insert person Jack Bruno
2020-02-08 insert person Kevin Jimeno
2020-02-08 insert person Laura Dominguez
2020-02-08 insert person Martine Lellis
2020-02-08 insert person Rebekah Burns
2020-02-08 insert person Roain Saunders
2020-02-08 insert person Tim Kallas
2020-02-08 update person_description Judy McNary => Judy McNary
2020-02-08 update person_title Jeff Kacal: Managing Director => Member of the Your Austin Team; Member of the Your Dallas Team; Client Advisor; Member of the Your Houston Team
2020-01-04 insert managingdirector Laura Combs
2020-01-04 delete person LaShauna Thomas
2020-01-04 insert person Colby Ripsam
2020-01-04 insert person Susy Gibo
2020-01-04 update person_title Geoffrey Franklin: Financial Planner; Client Advisor => Client Advisor
2020-01-04 update person_title Laura Combs: Client Advisor and Regional Director => Managing Director
2019-12-05 insert otherexecutives Robert Toomire
2019-12-05 delete address 1601 Rio Grande Street, Suite 345 Austin, Texas 78701
2019-12-05 delete address 2901 Bee Caves Road, Suite F Austin, Texas 78746
2019-12-05 delete person Brooke Bees
2019-12-05 delete person George E. Haas
2019-12-05 delete person Kristen Meehan
2019-12-05 delete phone 512.452.9600
2019-12-05 insert about_pages_linkeddomain mimecast.com
2019-12-05 insert address 901 South MoPac Expressway, Building II, Suite 270 Austin, Texas 78746
2019-12-05 insert contact_pages_linkeddomain g.page
2019-12-05 insert person Brooks Allen
2019-12-05 insert person Kristen Comeau
2019-12-05 insert person Robert Toomire
2019-12-05 update person_title Geoffrey Franklin: Financial Planner => Financial Planner; Client Advisor
2019-12-05 update person_title William Nelson: Deputy General Counsel; Chief Compliance Officer => Chief Compliance Officer
2019-11-04 delete source_ip 69.16.249.145
2019-11-04 insert source_ip 104.27.150.12
2019-11-04 insert source_ip 104.27.151.12
2019-05-06 delete email jb..@fimg.net
2019-05-06 delete person John Bresnahan
2019-04-06 insert index_pages_linkeddomain merceradvisors.com
2018-12-20 delete email kk..@fimg.net
2018-12-20 delete email md..@fimg.net
2018-12-20 delete email zl..@fimg.net
2018-12-20 delete person Kris Kozub
2018-12-20 delete person Zach Liggett
2018-08-10 delete email fd..@fimg.net
2018-08-10 delete person Fara Denhart
2018-08-10 insert email dw..@fimg.net
2018-08-10 insert email ks..@fimg.net
2018-04-21 delete source_ip 72.52.240.229
2018-04-21 insert source_ip 69.16.249.145
2018-03-19 delete email gh..@fimg.net
2018-03-19 delete person Gary Hicks
2017-08-06 delete email rr..@fimg.net
2017-08-06 delete person Russell Riker
2017-07-09 delete index_pages_linkeddomain vimeo.com
2017-04-05 delete email sn..@fimg.net
2017-04-05 delete person Sue Novak
2017-04-05 insert email kg..@fimg.net
2017-04-05 insert person Karen German
2016-12-30 insert email gh..@fimg.net
2016-12-30 insert person Gary Hicks
2016-03-21 update website_status DomainNotFound => OK
2016-03-21 delete email ed..@fimg.net
2016-03-21 delete person Ed Dowd
2016-03-13 update website_status OK => DomainNotFound
2015-07-09 delete email bc..@fimg.net
2015-07-09 delete person Barry Couturier
2015-07-09 update person_title Becky Leslie: null => Client Services
2015-06-11 delete email hw..@fimg.net
2015-06-11 insert email bl..@fimg.net
2015-06-11 insert person Becky Leslie
2015-05-14 insert email ls..@fimg.net
2015-05-14 insert person Lucas Schwaller
2015-03-18 delete email rb..@fimg.net
2014-12-24 update person_title Ed Dowd: Wealth Management => Portfolio Management
2014-12-24 update person_title Fara Denhart: Wealth Management => Client Services
2014-12-24 update person_title John Bresnahan: Wealth Management => Portfolio Management
2014-10-17 insert email ed..@fimg.net
2014-10-17 insert person Ed Dowd
2014-09-12 insert email fd..@fimg.net
2014-09-12 insert email jb..@fimg.net
2014-09-12 insert person Fara Denhart
2014-09-12 insert person John Bresnahan
2014-02-03 delete email kb..@fimg.net
2014-02-03 delete email sc..@fimg.net
2014-02-03 delete person Korena Burgio
2014-02-03 delete person Sarah Carroll
2014-01-06 delete person Renee Egelski
2013-12-09 delete email ws..@fimg.net
2013-11-10 insert email kb..@fimg.net
2013-11-10 insert person Korena Burgio
2013-11-10 update person_title Kris Kozub: Portfolio Manager => Trading Assistant
2013-10-13 delete email ch..@fimg.net
2013-10-13 delete email mm..@fimg.net
2013-10-13 delete person Cathy Howard
2013-10-13 delete person Monica McGuire
2013-10-13 insert email ad..@fimg.net
2013-10-13 insert email kk..@fimg.net
2013-10-13 insert fax 231.995.7999
2013-10-13 insert fax 608.779.0304
2013-10-13 insert fax 808.871.1433
2013-10-13 insert person Ann de Zeeuw
2013-10-13 insert person Kris Kozub
2013-05-30 insert email hw..@fimg.net
2013-05-30 insert person Hayley Wood
2013-04-14 delete email kk..@fimg.net
2013-04-14 delete fax 231.995.7999
2013-04-14 delete fax 608.779.0304
2013-04-14 delete fax 808.871.1433
2013-04-14 delete person Barb Wilson
2013-04-14 insert index_pages_linkeddomain vimeo.com
2013-02-23 insert email rk..@fimg.net
2013-02-23 insert person Rhonda Kavanagh