| Date | Description |
|---|
| 2024-11-09 |
insert person Annika Wiltbank |
| 2024-10-09 |
insert person Christy Wu |
| 2024-10-09 |
insert person Isaac Everett |
| 2024-10-09 |
insert person Patrick Czerwinski |
| 2024-10-09 |
update person_title Joseph Valerio: Associate; Advisor => Associate Advisor, CFP® |
| 2024-09-07 |
delete source_ip 69.164.198.123 |
| 2024-09-07 |
insert source_ip 198.58.96.217 |
| 2024-07-06 |
update person_title Emily Hengstler: Associate Advisor, CFP® => Senior Associate Advisor, CFP® |
| 2024-07-06 |
update person_title Michelle Lach: Senior Associate Advisor, CFP® => Wealth Advisor, CFP® |
| 2024-06-03 |
delete person Emily Perkins |
| 2024-06-03 |
insert about_pages_linkeddomain bit.ly |
| 2024-06-03 |
insert career_pages_linkeddomain bit.ly |
| 2024-06-03 |
insert contact_pages_linkeddomain bit.ly |
| 2024-06-03 |
insert index_pages_linkeddomain bit.ly |
| 2024-06-03 |
insert management_pages_linkeddomain bit.ly |
| 2024-06-03 |
insert person Charlie Jones |
| 2024-06-03 |
insert person Joseph Valerio |
| 2024-06-03 |
insert person Lily Gillman |
| 2024-06-03 |
insert service_pages_linkeddomain bit.ly |
| 2024-06-03 |
insert terms_pages_linkeddomain bit.ly |
| 2024-06-03 |
update person_title Emily Hengstler: Associate; Advisor => Associate Advisor, CFP® |
| 2023-10-20 |
delete about_pages_linkeddomain advisorclient.com |
| 2023-10-20 |
delete address 111 South Post Street, Suite 2250
Spokane, WA 99201 |
| 2023-10-20 |
delete career_pages_linkeddomain advisorclient.com |
| 2023-10-20 |
delete contact_pages_linkeddomain advisorclient.com |
| 2023-10-20 |
delete email mo..@merriman.com |
| 2023-10-20 |
delete index_pages_linkeddomain advisorclient.com |
| 2023-10-20 |
delete management_pages_linkeddomain advisorclient.com |
| 2023-10-20 |
delete person Alan Hensley |
| 2023-10-20 |
delete person Andrew Bloom |
| 2023-10-20 |
delete person David Martin |
| 2023-10-20 |
delete service_pages_linkeddomain advisorclient.com |
| 2023-10-20 |
delete terms_pages_linkeddomain advisorclient.com |
| 2023-10-20 |
update person_title Moorea Monaco: Senior Associate Advisor, CFP => Wealth Advisor, CFP |
| 2023-09-11 |
delete general_emails in..@merriman.com |
| 2023-09-11 |
delete about_pages_linkeddomain raymondjames.com |
| 2023-09-11 |
delete email er..@merriman.com |
| 2023-09-11 |
delete email in..@merriman.com |
| 2023-09-11 |
delete index_pages_linkeddomain raymondjames.com |
| 2023-09-11 |
delete management_pages_linkeddomain raymondjames.com |
| 2023-09-11 |
delete person Kristi de Grys |
| 2023-09-11 |
delete person Nina Sharp |
| 2023-09-11 |
delete service_pages_linkeddomain raymondjames.com |
| 2023-09-11 |
delete source_ip 104.196.53.239 |
| 2023-09-11 |
delete terms_pages_linkeddomain raymondjames.com |
| 2023-09-11 |
insert about_pages_linkeddomain alkimie.co |
| 2023-09-11 |
insert about_pages_linkeddomain cfp.net |
| 2023-09-11 |
insert about_pages_linkeddomain goo.gl |
| 2023-09-11 |
insert about_pages_linkeddomain tallpoppiesdesign.com |
| 2023-09-11 |
insert address 1400 Executive Pkwy, Suite 110
Eugene, OR 97401 |
| 2023-09-11 |
insert address 920 5th Ave, Suite 2720
Seattle, WA 98104 |
| 2023-09-11 |
insert email em..@merriman.com |
| 2023-09-11 |
insert index_pages_linkeddomain alkimie.co |
| 2023-09-11 |
insert index_pages_linkeddomain goo.gl |
| 2023-09-11 |
insert index_pages_linkeddomain tallpoppiesdesign.com |
| 2023-09-11 |
insert management_pages_linkeddomain alkimie.co |
| 2023-09-11 |
insert management_pages_linkeddomain goo.gl |
| 2023-09-11 |
insert management_pages_linkeddomain tallpoppiesdesign.com |
| 2023-09-11 |
insert person Kat Hamel |
| 2023-09-11 |
insert service_pages_linkeddomain alkimie.co |
| 2023-09-11 |
insert service_pages_linkeddomain goo.gl |
| 2023-09-11 |
insert service_pages_linkeddomain tallpoppiesdesign.com |
| 2023-09-11 |
insert source_ip 69.164.198.123 |
| 2023-09-11 |
insert terms_pages_linkeddomain alkimie.co |
| 2023-09-11 |
insert terms_pages_linkeddomain goo.gl |
| 2023-09-11 |
insert terms_pages_linkeddomain tallpoppiesdesign.com |
| 2023-09-11 |
update person_description Aimee Butler => Aimee Butler |
| 2023-09-11 |
update person_description Andrew Bloom => Andrew Bloom |
| 2023-09-11 |
update person_description Chris Waclawik => Chris Waclawik |
| 2023-09-11 |
update person_description Danielle Strumbeta => Danielle Strumbeta |
| 2023-09-11 |
update person_description David Martin => David Martin |
| 2023-09-11 |
update person_description Emily Perkins => Emily Perkins |
| 2023-09-11 |
update person_description Frank McLaughlin => Frank McLaughlin |
| 2023-09-11 |
update person_description Jeff Barnett => Jeff Barnett |
| 2023-09-11 |
update person_description Lowell Parker => Lowell Parker |
| 2023-09-11 |
update person_description Michelle Smith => Michelle Smith |
| 2023-09-11 |
update person_description Mike Ersser => Mike Ersser |
| 2023-09-11 |
update person_description Moorea Monaco => Moorea Monaco |
| 2023-09-11 |
update person_description Paige Lee => Paige Lee |
| 2023-09-11 |
update person_description Paresh Kamdar => Paresh Kamdar |
| 2023-09-11 |
update person_description Sarah Kordon => Sarah Kordon |
| 2023-09-11 |
update person_description Scott Christensen => Scott Christensen |
| 2023-09-11 |
update person_description Sierra Butler => Sierra Butler |
| 2023-09-11 |
update person_description Tyler Bartlett => Tyler Bartlett |
| 2023-09-11 |
update person_title Frank McLaughlin: Wealth Advisor, CFP®, CSRIC TM => Wealth Advisor, CFP®, CSRIC® |
| 2023-09-11 |
update person_title Jeff Barnett: Wealth Advisor, CFP® => Wealth Advisor, MCR, CFP® |
| 2023-09-11 |
update person_title Paige Lee: Wealth Advisor, CFA®, CFP®, CSRIC TM => Wealth Advisor, CFA®, CFP®, CSRIC® |
| 2023-07-06 |
delete person Dan Hill |
| 2023-07-06 |
insert management_pages_linkeddomain energy.gov |
| 2023-07-06 |
insert management_pages_linkeddomain irs.gov |
| 2023-06-03 |
insert management_pages_linkeddomain charitynavigator.com |
| 2023-06-03 |
insert management_pages_linkeddomain charitynavigator.org |
| 2023-06-03 |
insert management_pages_linkeddomain charitywatch.org |
| 2023-06-03 |
insert management_pages_linkeddomain culturaltrust.org |
| 2023-06-03 |
insert management_pages_linkeddomain givewell.org |
| 2023-06-03 |
insert management_pages_linkeddomain guidestar.org |
| 2023-06-03 |
insert management_pages_linkeddomain philanthropytogether.org |
| 2023-06-03 |
insert management_pages_linkeddomain wagives.org |
| 2023-04-21 |
delete index_pages_linkeddomain typeform.com |
| 2023-04-21 |
delete management_pages_linkeddomain irs.gov |
| 2023-04-21 |
delete management_pages_linkeddomain medicare.gov |
| 2023-04-21 |
delete management_pages_linkeddomain ssa.gov |
| 2023-04-21 |
insert management_pages_linkeddomain amazon.com |
| 2023-04-21 |
insert management_pages_linkeddomain dacast.com |
| 2023-04-21 |
insert management_pages_linkeddomain paulmerriman.com |
| 2023-04-21 |
insert management_pages_linkeddomain wa.gov |
| 2023-03-20 |
delete chiefinvestmentofficer Kristi de Grys |
| 2023-03-20 |
delete coo Kristi de Grys |
| 2023-03-20 |
insert person Emily Perkins |
| 2023-03-20 |
insert person Nina Sharp |
| 2023-03-20 |
update person_description Mike Ersser => Mike Ersser |
| 2023-03-20 |
update person_description Tyler Bartlett => Tyler Bartlett |
| 2023-03-20 |
update person_title Kristi de Grys: Chief Operating Officer; Chief Investment Officer => Chief Operating, Investment, and Compliance Officer |
| 2023-03-20 |
update person_title Mike Ersser: CERTIFIED FINANCIAL PLANNER; Wealth Advisor, CFP® => Wealth Advisor, CFP®, ABFP™; CERTIFIED FINANCIAL PLANNER |
| 2023-01-16 |
delete person Matt Kelley |
| 2022-12-15 |
delete person Sticker Shock |
| 2022-11-14 |
delete person Danielle Brandli |
| 2022-11-14 |
insert person Danielle Strumbeta |
| 2022-11-14 |
insert person Michelle Smith |
| 2022-11-14 |
update person_description Moorea Monaco => Moorea Monaco |
| 2022-11-14 |
update person_title Tyler Bartlett: Director of Advisory Services, AEP®, AIF®, AWMA®, ChFC®, CFP® => Director of Wealth Management, AEP®, AIF®, AWMA®, ChFC®, CFP® |
| 2022-09-12 |
insert person Sticker Shock |
| 2022-09-12 |
update person_title Matt Kelley: Associate; Advisor => Associate Advisor, CFP® |
| 2022-09-12 |
update person_title Michelle Lach: Associate Advisor, CFP®; CERTIFIED FINANCIAL PLANNER => Senior Associate Advisor, CFP®; CERTIFIED FINANCIAL PLANNER |
| 2022-09-12 |
update person_title Moorea Monaco: Associate Advisor, CFP => Senior Associate Advisor, CFP |
| 2022-09-12 |
update person_title Scott Christensen: Associate Advisor, CFP® => Wealth Advisor, CFP® |
| 2022-09-12 |
update person_title Sierra Butler: Associate Advisor, CFP®, CSRIC TM; CERTIFIED FINANCIAL PLANNER => CERTIFIED FINANCIAL PLANNER; Wealth Advisor, CFP®, CSRIC® |
| 2022-08-12 |
insert about_pages_linkeddomain instagram.com |
| 2022-08-12 |
insert contact_pages_linkeddomain instagram.com |
| 2022-08-12 |
insert index_pages_linkeddomain instagram.com |
| 2022-08-12 |
insert management_pages_linkeddomain instagram.com |
| 2022-08-12 |
insert service_pages_linkeddomain instagram.com |
| 2022-08-12 |
insert terms_pages_linkeddomain instagram.com |
| 2022-07-13 |
delete management_pages_linkeddomain today.com |
| 2022-07-13 |
delete person Eric Jonson |
| 2022-07-13 |
insert management_pages_linkeddomain equifax.com |
| 2022-07-13 |
insert management_pages_linkeddomain experian.com |
| 2022-07-13 |
insert management_pages_linkeddomain intuit.com |
| 2022-07-13 |
insert management_pages_linkeddomain legalzoom.com |
| 2022-07-13 |
insert management_pages_linkeddomain transunion.com |
| 2022-06-12 |
delete management_pages_linkeddomain census.gov |
| 2022-06-12 |
delete management_pages_linkeddomain macrotrends.net |
| 2022-06-12 |
delete management_pages_linkeddomain redfin.com |
| 2022-06-12 |
delete management_pages_linkeddomain urban.org |
| 2022-06-12 |
delete management_pages_linkeddomain wsj.com |
| 2022-06-12 |
insert person Emily Hengstler |
| 2022-05-12 |
delete management_pages_linkeddomain wa.gov |
| 2022-05-12 |
insert management_pages_linkeddomain today.com |
| 2022-05-12 |
update person_title Moorea Monaco: Associate; Advisor => Associate Advisor, CFP |
| 2022-03-11 |
delete address 800 Fifth Avenue, Suite 2900
Seattle, WA 98104-3108 |
| 2022-03-11 |
insert address 10900 NE 8th St, Suite 780
Bellevue, WA 98004 |
| 2022-03-11 |
insert address 920 5th Avenue, Suite 2720
Seattle, WA 98104 |
| 2022-03-11 |
update person_description Lowell Parker => Lowell Parker |
| 2022-03-11 |
update person_title Frank McLaughlin: Wealth Advisor, CFP®, CSRIC™ => Wealth Advisor, CFP®, CSRIC TM |
| 2022-03-11 |
update person_title Jeff Barnett: Wealth Advisor => Wealth Advisor, CFP® |
| 2022-03-11 |
update person_title Mike Ersser: Associate Advisor, CFP® => Wealth Advisor, CFP® |
| 2022-03-11 |
update person_title Sierra Butler: Associate Advisor, CFP®; CERTIFIED FINANCIAL PLANNER => Associate Advisor, CFP®, CSRIC TM; CERTIFIED FINANCIAL PLANNER |
| 2021-10-04 |
insert person Dan Hill |
| 2021-10-04 |
update person_description Mike Ersser => Mike Ersser |
| 2021-10-04 |
update person_title Mike Ersser: Associate; Advisor => Associate Advisor, CFP® |
| 2021-06-27 |
insert personal_emails ed..@propelinsurance.com |
| 2021-06-27 |
delete management_pages_linkeddomain medicare.gov |
| 2021-06-27 |
delete management_pages_linkeddomain ssa.gov |
| 2021-06-27 |
delete management_pages_linkeddomain thebalance.com |
| 2021-06-27 |
insert email ed..@propelinsurance.com |
| 2021-06-27 |
insert management_pages_linkeddomain healthcare.gov |
| 2021-06-27 |
insert management_pages_linkeddomain kff.org |
| 2021-06-27 |
insert management_pages_linkeddomain wahealthplanfinder.org |
| 2021-06-27 |
insert person Edward Steffens |
| 2021-06-27 |
insert person Matt Kelley |
| 2021-06-27 |
update person_description Frank McLaughlin => Frank McLaughlin |
| 2021-05-27 |
update person_title Jeff Barnett: Associate; Advisor => Wealth Advisor |
| 2021-02-15 |
insert person Michelle Lach |
| 2021-02-15 |
update person_description Mike Ersser => Mike Ersser |
| 2021-02-15 |
update person_description Sierra Butler => Sierra Butler |
| 2021-02-15 |
update person_title Sierra Butler: Associate; Advisor => Associate Advisor, CFP®; CERTIFIED FINANCIAL PLANNER |
| 2021-01-16 |
delete address 871 Country Club Road
Eugene, OR 97401 |
| 2021-01-16 |
insert about_pages_linkeddomain advisorclient.com |
| 2021-01-16 |
insert about_pages_linkeddomain fidelity.com |
| 2021-01-16 |
insert about_pages_linkeddomain schwab.com |
| 2021-01-16 |
insert address 1400 Executive Parkway, Suite #110
Eugene, OR 97401 |
| 2021-01-16 |
insert contact_pages_linkeddomain advisorclient.com |
| 2021-01-16 |
insert contact_pages_linkeddomain fidelity.com |
| 2021-01-16 |
insert contact_pages_linkeddomain schwab.com |
| 2021-01-16 |
insert email co..@merriman.com |
| 2021-01-16 |
insert index_pages_linkeddomain advisorclient.com |
| 2021-01-16 |
insert index_pages_linkeddomain fidelity.com |
| 2021-01-16 |
insert index_pages_linkeddomain schwab.com |
| 2021-01-16 |
insert management_pages_linkeddomain advisorclient.com |
| 2021-01-16 |
insert management_pages_linkeddomain fidelity.com |
| 2021-01-16 |
insert management_pages_linkeddomain schwab.com |
| 2021-01-16 |
insert person Sierra Butler |
| 2021-01-16 |
insert service_pages_linkeddomain advisorclient.com |
| 2021-01-16 |
insert service_pages_linkeddomain fidelity.com |
| 2021-01-16 |
insert service_pages_linkeddomain schwab.com |
| 2021-01-16 |
insert terms_pages_linkeddomain advisorclient.com |
| 2021-01-16 |
insert terms_pages_linkeddomain fidelity.com |
| 2021-01-16 |
insert terms_pages_linkeddomain schwab.com |
| 2021-01-16 |
update person_title Frank McLaughlin: CERTIFIED FINANCIAL PLANNER; Wealth Advisor, CFP® => Wealth Advisor, CFP®, CSRIC™; CERTIFIED FINANCIAL PLANNER |
| 2021-01-16 |
update person_title Paige Lee: Wealth Advisor, CFA, CSRIC TM => Wealth Advisor, CFA, CFP®, CSRIC TM |
| 2021-01-16 |
update primary_contact 871 Country Club Road
Eugene, OR 97401 => 1400 Executive Parkway, Suite #110
Eugene, OR 97401 |
| 2020-08-08 |
update person_title Paige Lee: Wealth Advisor => Wealth Advisor, CFA, CSRIC TM |
| 2020-06-02 |
delete person Matt Rudolf |
| 2020-06-02 |
delete person Shayar Vakil |
| 2020-04-01 |
delete address 800 Fifth Avenue, Suite 2900
Seattle, Washington 98104 |
| 2020-04-01 |
insert email da..@merriman.com |
| 2020-04-01 |
insert phone 1-206-257-2042 |
| 2020-02-01 |
delete person Cheryl Curran |
| 2020-02-01 |
delete person Mark Metcalf |
| 2020-02-01 |
insert person Danielle Brandli |
| 2020-02-01 |
insert person Paige Lee |
| 2020-02-01 |
update person_title Andrew Bloom: Portfolio Manager and Wealth Advisor, CFA®; Portfolio Manager for Our Diversified Income Strategy => Portfolio Manager and Wealth Advisor, CFA®, CFP®; Portfolio Manager for Our Diversified Income Strategy |
| 2020-02-01 |
update person_title Chris Waclawik: CERTIFIED FINANCIAL PLANNER; Wealth Advisor, CFP® => Wealth Advisor, AFC®, CFP®; CERTIFIED FINANCIAL PLANNER |
| 2019-11-01 |
update person_description Sarah Kordon => Sarah Kordon |
| 2019-10-02 |
delete management_pages_linkeddomain ahmsa.org |
| 2019-10-02 |
update person_description Lowell Parker => Lowell Parker |
| 2019-09-02 |
delete email da..@merriman.com |
| 2019-09-02 |
delete person Hannah Ahmed |
| 2019-09-02 |
insert email er..@merriman.com |
| 2019-09-02 |
update person_description Chris Waclawik => Chris Waclawik |
| 2019-08-02 |
insert person Matt Mathiesen |
| 2019-05-02 |
update person_description Jeremy Burger => Jeremy Burger |
| 2019-03-31 |
delete cfo Colleen Lindstrom |
| 2019-03-31 |
delete coo Dave Spratt |
| 2019-03-31 |
insert chiefinvestmentofficer Kristi de Grys |
| 2019-03-31 |
insert coo Kristi de Grys |
| 2019-03-31 |
delete person Colleen Lindstrom |
| 2019-03-31 |
delete person Dave Spratt |
| 2019-03-31 |
delete person Job Offer Considerations |
| 2019-03-31 |
insert index_pages_linkeddomain typeform.com |
| 2019-03-31 |
insert person Andrew Bloom |
| 2019-03-31 |
insert person Jeff Barnett |
| 2019-03-31 |
insert person Kristi de Grys |
| 2019-03-31 |
insert person Matt Rudolf |
| 2019-03-31 |
insert person Mike Ersser |
| 2019-03-31 |
update person_description Alan Hensley => Alan Hensley |
| 2019-03-31 |
update person_description Tyler Bartlett => Tyler Bartlett |
| 2019-03-31 |
update person_title David Martin: Wealth Advisor => Relationship Manager |
| 2019-03-31 |
update person_title Hannah Ahmed: CERTIFIED FINANCIAL PLANNER; Wealth Advisor, CFP® => Wealth Advisor, CFP®, CDFA®; CERTIFIED FINANCIAL PLANNER |
| 2019-03-31 |
update person_title Tyler Bartlett: Wealth Advisor, ChFC®, AIF®, AEP®, CFP® => Director of Advisory Services, AEP®, AIF®, AWMA®, ChFC®, CFP® |
| 2019-02-16 |
insert management_pages_linkeddomain youtube.com |
| 2019-02-16 |
insert person Job Offer Considerations |
| 2019-02-16 |
update person_description Frank McLaughlin => Frank McLaughlin |
| 2019-01-07 |
delete about_pages_linkeddomain linkedin.com |
| 2019-01-07 |
delete about_pages_linkeddomain youtube.com |
| 2019-01-07 |
delete contact_pages_linkeddomain linkedin.com |
| 2019-01-07 |
delete contact_pages_linkeddomain youtube.com |
| 2019-01-07 |
delete index_pages_linkeddomain linkedin.com |
| 2019-01-07 |
delete index_pages_linkeddomain youtube.com |
| 2019-01-07 |
delete management_pages_linkeddomain youtube.com |
| 2019-01-07 |
delete service_pages_linkeddomain linkedin.com |
| 2019-01-07 |
delete service_pages_linkeddomain youtube.com |
| 2019-01-07 |
delete terms_pages_linkeddomain linkedin.com |
| 2019-01-07 |
delete terms_pages_linkeddomain youtube.com |
| 2018-11-27 |
delete person Benjamin Graham |
| 2018-09-15 |
delete management_pages_linkeddomain irs.gov |
| 2018-09-15 |
insert person Scott Christensen |
| 2018-08-07 |
insert person Sarah Kordon |
| 2018-06-18 |
delete person Jenny Hector |
| 2018-06-18 |
insert management_pages_linkeddomain willistowerswatson.com |
| 2018-06-18 |
update person_description Lindsey Hurt => Lindsey Hurt |
| 2018-03-15 |
insert about_pages_linkeddomain raymondjames.com |
| 2018-03-15 |
insert contact_pages_linkeddomain raymondjames.com |
| 2018-03-15 |
insert index_pages_linkeddomain raymondjames.com |
| 2018-03-15 |
insert management_pages_linkeddomain raymondjames.com |
| 2018-03-15 |
insert person Aimee Butler |
| 2018-03-15 |
insert service_pages_linkeddomain raymondjames.com |
| 2018-03-15 |
insert terms_pages_linkeddomain raymondjames.com |
| 2018-01-30 |
update person_description Dave Spratt => Dave Spratt |
| 2018-01-30 |
update person_title Alan Hensley: Associate; Advisor => Wealth Advisor, CFP® |
| 2018-01-30 |
update person_title Geoffrey Curran: Wealth Advisor, CPA, CFA, CFP®; Wealth Advisor; CERTIFIED FINANCIAL PLANNER => Wealth Advisor, CPA / ABV, CFA, CFP®; Wealth Advisor; CERTIFIED FINANCIAL PLANNER |
| 2017-12-21 |
insert person David Martin |
| 2017-12-21 |
update person_description Geoffrey Curran => Geoffrey Curran |
| 2017-12-21 |
update person_title Aaron Spencer: Advisor, CFP®; Advisor, CFP® ADPA ®; CERTIFIED FINANCIAL PLANNER => Wealth Advisor, CFP® ADPA ®; CERTIFIED FINANCIAL PLANNER; Wealth Advisor, CFP® |
| 2017-12-21 |
update person_title Charlene Carter: Wealth Advisor; Advisor, CFP® => Wealth Advisor; Wealth Advisor, CFP® |
| 2017-12-21 |
update person_title Cheryl Curran: Advisor, CFP® => Wealth Advisor, CFP® |
| 2017-12-21 |
update person_title Eric Jonson: Advisor, CFP®; CERTIFIED FINANCIAL PLANNER => CERTIFIED FINANCIAL PLANNER; Wealth Advisor, CFP® |
| 2017-12-21 |
update person_title Geoffrey Curran: Advisor, CPA, CFA, CFP®; Wealth Advisor; CERTIFIED FINANCIAL PLANNER => Wealth Advisor, CPA, CFA, CFP®; Wealth Advisor; CERTIFIED FINANCIAL PLANNER |
| 2017-12-21 |
update person_title Hannah Ahmed: Wealth Advisor; Advisor, CFP®; CERTIFIED FINANCIAL PLANNER => Wealth Advisor; CERTIFIED FINANCIAL PLANNER; Wealth Advisor, CFP® |
| 2017-12-21 |
update person_title Jenny Hector: Certified Financial Planner; Advisor, CFP® => Certified Financial Planner; Wealth Advisor, CFP® |
| 2017-12-21 |
update person_title Lowell Parker: Wealth Advisor; Advisor, CFP® => Wealth Advisor; Wealth Advisor, CFP® |
| 2017-12-21 |
update person_title Mark Metcalf: Advisor, CFP® ADPA®; Advisor, CFP® => Wealth Advisor, CFP® ADPA®; Wealth Advisor, CFP® |
| 2017-12-21 |
update person_title Michael Van Sant: Wealth Advisor; Advisor, CFP® => Wealth Advisor; Wealth Advisor, CFP® |
| 2017-12-21 |
update person_title Paresh Kamdar: Advisor, CFP®; CERTIFIED FINANCIAL PLANNER => CERTIFIED FINANCIAL PLANNER; Wealth Advisor, CFP® |
| 2017-12-21 |
update person_title Phuc Dang: Advisor, CPA, CFP® => Wealth Advisor, CPA, CFP® |
| 2017-12-21 |
update person_title Tyler Bartlett: Advisor, ChFC®, ADPA®, AIF®, AEP®, CFP®; Wealth Advisor; Advisor, ChFC®, AIF®, AEP®, CFP® => Wealth Advisor, ChFC®, AIF®, AEP®, CFP®; Wealth Advisor, ChFC®, ADPA®, AIF®, AEP®, CFP®; Wealth Advisor |
| 2017-11-23 |
delete person Lisa Burke |
| 2017-11-23 |
insert about_pages_linkeddomain linkedin.com |
| 2017-11-23 |
insert about_pages_linkeddomain youtube.com |
| 2017-11-23 |
insert contact_pages_linkeddomain linkedin.com |
| 2017-11-23 |
insert contact_pages_linkeddomain youtube.com |
| 2017-11-23 |
insert index_pages_linkeddomain linkedin.com |
| 2017-11-23 |
insert index_pages_linkeddomain youtube.com |
| 2017-11-23 |
insert management_pages_linkeddomain linkedin.com |
| 2017-11-23 |
insert management_pages_linkeddomain plus.google.com |
| 2017-11-23 |
insert management_pages_linkeddomain youtu.be |
| 2017-11-23 |
insert management_pages_linkeddomain youtube.com |
| 2017-11-23 |
insert service_pages_linkeddomain linkedin.com |
| 2017-11-23 |
insert service_pages_linkeddomain youtube.com |
| 2017-11-23 |
insert terms_pages_linkeddomain linkedin.com |
| 2017-11-23 |
insert terms_pages_linkeddomain youtube.com |
| 2017-11-23 |
update person_description Frank McLaughlin => Frank McLaughlin |
| 2017-11-23 |
update person_title Chris Waclawik: Associate; Senior Associate Advisor, CFP®; Advisor; CERTIFIED FINANCIAL PLANNER => CERTIFIED FINANCIAL PLANNER; Wealth Advisor, CFP® |
| 2017-11-23 |
update person_title Frank McLaughlin: Associate; Associate Advisor, CFP®; Advisor => CERTIFIED FINANCIAL PLANNER; Wealth Advisor, CFP® |
| 2017-10-26 |
delete person David Martin |
| 2017-10-26 |
insert person Benjamin Graham |
| 2017-10-26 |
insert person Charlene Carter |
| 2017-10-26 |
insert person Jenny Hector |
| 2017-09-14 |
delete address 871 Country Club Road
Eugene, OR 97440 |
| 2017-09-14 |
insert address 871 Country Club Road
Eugene, OR 97401 |
| 2017-09-14 |
update person_title Chris Waclawik: Associate; Compliance; Senior Associate Advisor, CFP®; Advisor; CERTIFIED FINANCIAL PLANNER => Associate; Senior Associate Advisor, CFP®; Advisor; CERTIFIED FINANCIAL PLANNER |
| 2017-09-14 |
update primary_contact 871 Country Club Road
Eugene, OR 97440 => 871 Country Club Road
Eugene, OR 97401 |
| 2017-08-03 |
insert address 871 Country Club Road
Eugene, OR 97440 |
| 2017-08-03 |
insert management_pages_linkeddomain wealthfront.com |
| 2017-08-03 |
insert phone 541.683.2900 |
| 2017-08-03 |
insert phone 800.338.4436 |
| 2017-07-06 |
insert management_pages_linkeddomain irs.gov |
| 2017-03-20 |
delete address 800 5th Ave, Suite 2900
Seattle, WA 98104 |
| 2017-03-20 |
insert address 800 Fifth Avenue, Suite 2900
Seattle, Washington 98104 |
| 2017-03-20 |
insert email da..@merriman.com |
| 2017-03-20 |
insert phone 1.800.423.4893 |
| 2017-03-20 |
update person_title Geoffrey Curran: Wealth Advisor; CERTIFIED FINANCIAL PLANNER; Advisor, CFA, CFP® => Advisor, CPA, CFA, CFP®; Wealth Advisor; CERTIFIED FINANCIAL PLANNER |
| 2017-03-20 |
update person_title Tyler Bartlett: Advisor, ChFC®, CFP®; Wealth Advisor; Chartered Financial Consultant => Advisor, ChFC®, ADPA®, AIF®, AEP®, CFP®; Wealth Advisor; Advisor, ChFC®, AIF®, AEP®, CFP® |
| 2017-02-07 |
delete ceo Colleen Lindstrom |
| 2017-02-07 |
insert ceo Jeremy Burger |
| 2017-02-07 |
insert cfo Colleen Lindstrom |
| 2017-02-07 |
delete address 10260 SW Greenburg Road, 4th Floor
Portland, OR 97223 |
| 2017-02-07 |
update person_description Chris Waclawik => Chris Waclawik |
| 2017-02-07 |
update person_description Colleen Lindstrom => Colleen Lindstrom |
| 2017-02-07 |
update person_title Colleen Lindstrom: Chief Executive Officer => Chief Financial Officer |
| 2017-02-07 |
update person_title Jeremy Burger: Director of Advisory Services, CFA, CFP®; Wealth Advisor; CERTIFIED FINANCIAL PLANNER => CEO; CERTIFIED FINANCIAL PLANNER; Chief Executive Officer, CFA, CFP® |
| 2017-01-10 |
delete person Marc Kadomatsu |
| 2017-01-10 |
delete source_ip 104.130.215.15 |
| 2017-01-10 |
insert source_ip 104.196.53.239 |
| 2016-12-08 |
insert person Hannah Ahmed |
| 2016-11-10 |
update person_title Chris Waclawik: Senior Associate Advisor, CFP®; Wealth Advisor => Senior Associate Advisor, CFP®; Compliance; Wealth Advisor |
| 2016-10-13 |
delete management_pages_linkeddomain finra.org |
| 2016-10-13 |
delete management_pages_linkeddomain sec.gov |
| 2016-10-13 |
insert address 10260 SW Greenburg Road, 4th Floor
Portland, OR 97223 |
| 2016-10-13 |
insert address 111 South Post Street, Suite 2250
Spokane, WA 99201 |
| 2016-10-13 |
insert management_pages_linkeddomain google.com |
| 2016-10-13 |
insert management_pages_linkeddomain kauffman.org |
| 2016-10-13 |
insert management_pages_linkeddomain medtechwings.com |
| 2016-09-14 |
update person_title Frank McLaughlin: Associate; Advisor; Wealth Advisor => Associate Advisor, CFP®; Wealth Advisor |
| 2016-08-05 |
insert email lo..@merriman.com |
| 2016-06-25 |
update person_title Chris Waclawik: Senior Associate; Advisor; Wealth Advisor => Senior Associate Advisor, CFP®; Wealth Advisor |
| 2016-04-18 |
delete source_ip 96.126.122.213 |
| 2016-04-18 |
insert management_pages_linkeddomain marketwatch.com |
| 2016-04-18 |
insert management_pages_linkeddomain wsj.com |
| 2016-04-18 |
insert person Alan Hensley |
| 2016-04-18 |
insert person David Martin |
| 2016-04-18 |
insert person Lisa Burke |
| 2016-04-18 |
insert person Marc Kadomatsu |
| 2016-04-18 |
insert source_ip 104.130.215.15 |
| 2016-04-18 |
update person_title Frank McLaughlin: Associate; Associate Advisor, CFP®; Wealth Advisor; Advisor => Associate; Advisor; Wealth Advisor |
| 2016-03-01 |
update person_title Chris Waclawik: Associate; Advisor => Senior Associate; Advisor; Wealth Advisor |
| 2016-01-28 |
delete management_pages_linkeddomain irs.gov |
| 2016-01-28 |
delete person Rebecca Conner |
| 2016-01-28 |
insert management_pages_linkeddomain cbsnews.com |
| 2016-01-28 |
insert person Chris Waclawik |
| 2016-01-28 |
insert person Frank McLaughlin |
| 2016-01-28 |
insert person Lindsey Hurt |
| 2016-01-28 |
update person_description Aaron Spencer => Aaron Spencer |
| 2015-10-26 |
update person_title Dave Spratt: Chief Operating Officer; Chief Operations Office & Chief Compliance Officer => Chief Operating Officer; Chief Operations Officer |
| 2015-08-31 |
update person_description Rebecca Conner => Rebecca Conner |
| 2015-08-31 |
update person_title Aaron Spencer: Advisor, CFP®; CERTIFIED FINANCIAL PLANNER => Advisor, CFP®; Advisor, CFP® ADPA ®; CERTIFIED FINANCIAL PLANNER |
| 2015-08-31 |
update person_title Mark Metcalf: Advisors; Advisor, CFP®; CERTIFIED FINANCIAL PLANNER => Advisor, CFP® ADPA®; Advisors; Advisor, CFP®; CERTIFIED FINANCIAL PLANNER |
| 2015-03-09 |
delete person Helen Rouzanov |
| 2015-03-09 |
delete phone 800.423.4393 |
| 2015-03-09 |
insert management_pages_linkeddomain nytimes.com |
| 2015-03-09 |
update person_title Dave Spratt: Chief Operating Officer; Chief Operations Office => Chief Operating Officer; Chief Operations Office & Chief Compliance Officer |
| 2015-02-09 |
update person_description Rebecca Conner => Rebecca Conner |
| 2014-10-29 |
delete about_pages_linkeddomain wordpress.org |
| 2014-10-29 |
delete contact_pages_linkeddomain wordpress.org |
| 2014-10-29 |
delete contact_pages_linkeddomain youtube.com |
| 2014-10-29 |
delete index_pages_linkeddomain wordpress.org |
| 2014-10-29 |
delete management_pages_linkeddomain wordpress.org |
| 2014-10-29 |
delete phone 1.800.423.4893 |
| 2014-10-29 |
delete service_pages_linkeddomain wordpress.org |
| 2014-10-29 |
delete source_ip 70.32.97.146 |
| 2014-10-29 |
delete terms_pages_linkeddomain wordpress.org |
| 2014-10-29 |
insert industry_tag investment advisory |
| 2014-10-29 |
insert person Helen Rouzanov |
| 2014-10-29 |
insert phone 800.423.4393 |
| 2014-10-29 |
insert source_ip 96.126.122.213 |
| 2014-10-29 |
update person_description Cheryl Curran => Cheryl Curran |
| 2014-10-29 |
update person_description Dave Spratt => Dave Spratt |
| 2014-10-29 |
update person_description Eric Jonson => Eric Jonson |
| 2014-10-29 |
update person_description Lowell Lombardini Parker => Lowell Parker |
| 2014-10-29 |
update person_description Mark Metcalf => Mark Metcalf |
| 2014-10-29 |
update person_description Michael Van Sant => Michael Van Sant |
| 2014-10-29 |
update person_description Tyler Bartlett => Tyler Bartlett |
| 2014-10-29 |
update person_title Jeremy Burger: Advisor, CFA, CFP® => Director of Advisory Services, CFA, CFP®; CERTIFIED FINANCIAL PLANNER |
| 2014-09-24 |
insert person Rebecca Conner |
| 2014-07-12 |
insert person Michael Van Sant |
| 2014-05-30 |
delete about_pages_linkeddomain youtube.com |
| 2014-05-30 |
delete management_pages_linkeddomain youtube.com |
| 2014-05-30 |
delete service_pages_linkeddomain youtube.com |
| 2014-03-24 |
insert about_pages_linkeddomain tamaracinc.com |
| 2014-03-24 |
insert contact_pages_linkeddomain tamaracinc.com |
| 2014-03-24 |
insert index_pages_linkeddomain tamaracinc.com |
| 2014-03-24 |
insert management_pages_linkeddomain tamaracinc.com |
| 2014-03-24 |
insert service_pages_linkeddomain tamaracinc.com |
| 2014-03-24 |
insert terms_pages_linkeddomain tamaracinc.com |
| 2013-09-25 |
delete about_pages_linkeddomain shareaholic.com |
| 2013-09-25 |
delete contact_pages_linkeddomain shareaholic.com |
| 2013-09-25 |
delete management_pages_linkeddomain shareaholic.com |
| 2013-09-25 |
delete service_pages_linkeddomain shareaholic.com |
| 2013-09-25 |
delete terms_pages_linkeddomain shareaholic.com |
| 2013-08-24 |
insert about_pages_linkeddomain shareaholic.com |
| 2013-08-24 |
insert contact_pages_linkeddomain shareaholic.com |
| 2013-08-24 |
insert management_pages_linkeddomain shareaholic.com |
| 2013-08-24 |
insert service_pages_linkeddomain shareaholic.com |
| 2013-08-24 |
insert terms_pages_linkeddomain shareaholic.com |
| 2013-03-07 |
insert coo Dave Spratt |
| 2013-03-07 |
insert person Dave Spratt |