| Date | Description |
|---|
| 2024-12-28 |
delete service_pages_linkeddomain sipc.org |
| 2024-12-28 |
insert alias PlanGroup Financial, inc. |
| 2024-12-28 |
insert index_pages_linkeddomain linkedin.com |
| 2024-12-28 |
insert service_pages_linkeddomain linkedin.com |
| 2024-12-28 |
update description |
| 2024-11-27 |
insert career_pages_linkeddomain przwealthmgt.com |
| 2024-11-27 |
insert index_pages_linkeddomain przwealthmgt.com |
| 2024-11-27 |
insert service_pages_linkeddomain przwealthmgt.com |
| 2024-08-22 |
delete address 6 NE 63rd St #240
Oklahoma City, OK 73105 |
| 2024-08-22 |
delete alias Plan Group Financial, Inc. |
| 2024-08-22 |
delete index_pages_linkeddomain sipc.org |
| 2024-08-22 |
insert address 101 NE 82nd St, Suite 200
Oklahoma City, OK 73114 |
| 2024-08-22 |
update primary_contact 6 NE 63rd St #240
Oklahoma City, OK 73105 => 101 NE 82nd St, Suite 200
Oklahoma City, OK 73114 |
| 2024-03-20 |
insert career_pages_linkeddomain fitwealthadvisors.com |
| 2024-03-20 |
insert index_pages_linkeddomain fitwealthadvisors.com |
| 2024-03-20 |
insert service_pages_linkeddomain fitwealthadvisors.com |
| 2023-10-04 |
delete source_ip 143.95.39.40 |
| 2023-10-04 |
insert source_ip 67.210.239.179 |
| 2022-11-01 |
insert coo Cody Wheeler |
| 2022-11-01 |
update person_title Brandon VanLandingham: null => Director of Investments |
| 2022-11-01 |
update person_title Cody Wheeler: Wealth Manager => Director of Operations |
| 2022-11-01 |
update person_title Diana Buthion: Client Service Coordinator => Client Relations Associate |
| 2022-11-01 |
update person_title Doug Claycomb: Financial Inc, Owner, CEO => Owner |
| 2022-11-01 |
update person_title Lindsay Bowen: Client Service Manager => Client Relations Manager |
| 2022-11-01 |
update person_title Stephanie Mills: Director of Operations & Client Services => Senior Client Relations Manager |
| 2022-08-26 |
delete person Charles Onstott |
| 2022-08-26 |
update person_title Paul An: Registered Representative => Wealth Manager |
| 2022-07-27 |
delete email br..@plangroup.com |
| 2022-07-27 |
delete person BRITTANY KESSLER |
| 2022-07-27 |
insert email br..@plangroup.com |
| 2022-07-27 |
insert email co..@plangroup.com |
| 2022-07-27 |
insert email di..@plangroup.com |
| 2022-07-27 |
insert email et..@plangroup.com |
| 2022-07-27 |
insert email jo..@plangroup.com |
| 2022-07-27 |
insert email ma..@plangroup.com |
| 2022-07-27 |
insert email pa..@plangroup.com |
| 2022-07-27 |
insert email st..@plangroup.com |
| 2022-07-27 |
insert person Brandon VanLandingham |
| 2022-07-27 |
insert person Cody Wilson |
| 2022-07-27 |
insert person Diana Buthion |
| 2022-07-27 |
insert person Josh Swanson |
| 2022-07-27 |
insert person Paul An |
| 2022-07-27 |
insert person Stephanie Mills |
| 2022-07-27 |
update person_description CHARLES ONSTOTT => Charles Onstott |
| 2022-07-27 |
update person_description CODY WHEELER => Cody Wheeler |
| 2022-07-27 |
update person_description DALLAS WHEELER => Dallas Wheeler |
| 2022-07-27 |
update person_description DOUG CLAYCOMB => Doug Claycomb |
| 2022-07-27 |
update person_description Ethan Adams => Ethan Adams |
| 2022-07-27 |
update person_description JAMES BILLINGSLEY => James Billingsley |
| 2022-07-27 |
update person_description LINDSAY BOWEN => Lindsay Bowen |
| 2022-07-27 |
update person_description Matthew Schultz => Matthew Schultz |
| 2022-07-27 |
update person_description MICHAEL WHITE => Michael White |
| 2022-07-27 |
update person_title Cody Wheeler: null => Wealth Manager |
| 2022-07-27 |
update person_title Dallas Wheeler: null => Wealth Manager |
| 2022-07-27 |
update person_title Ethan Adams: null => Investment Management and Research |
| 2022-07-27 |
update person_title James Billingsley: Investment Advisor; Representative => Wealth Manager |
| 2022-07-27 |
update person_title Lindsay Bowen: null => Client Service Manager |
| 2022-07-27 |
update person_title Matthew Schultz: Independent Financial Advisor => Wealth Manager |
| 2022-07-27 |
update person_title Michael White: null => Wealth Manager |
| 2022-07-27 |
update website_status DomainNotFound => OK |
| 2022-05-25 |
update website_status OK => DomainNotFound |
| 2021-10-01 |
insert person Matthew Schultz |
| 2021-06-25 |
insert alias PlanGroup Financial CRS Plan Group |
| 2021-01-29 |
delete email re..@plangroup.com |
| 2021-01-29 |
insert address 6 NE 63rd St #240
Oklahoma City, OK 73105 |
| 2021-01-29 |
insert alias Plan Group Financial |
| 2021-01-29 |
insert alias Plan Group Financial, Inc. |
| 2021-01-29 |
insert email ja..@plangroup.com |
| 2021-01-29 |
insert email li..@plangroup.com |
| 2021-01-29 |
insert email mi..@plangroup.com |
| 2020-06-23 |
delete person BAILEY BANKS |
| 2020-06-23 |
insert email br..@plangroup.com |
| 2020-06-23 |
insert email co..@plangroup.com |
| 2020-06-23 |
insert email do..@plangroup.com |
| 2020-06-23 |
insert email re..@plangroup.com |
| 2020-06-23 |
insert person LINDSAY BOWEN |
| 2020-06-23 |
update person_description BRITTANY KESSLER => BRITTANY KESSLER |
| 2020-06-23 |
update person_description Cody Wheeler => CODY WHEELER |
| 2020-06-23 |
update person_description DALLAS WHEELER => DALLAS WHEELER |
| 2020-06-23 |
update person_description DOUG CLAYCOMB => DOUG CLAYCOMB |
| 2020-05-24 |
update person_description CODY WHEELER => Cody Wheeler |
| 2019-11-20 |
delete person MICHAEL HARRISON |
| 2019-11-20 |
delete person Trey Whitley |
| 2019-09-20 |
delete address 6 NE 63rd Street, Suite 240
Oklahoma City, Oklahoma 73105 |
| 2019-09-20 |
delete alias Plan Group Financial, Inc. |
| 2019-09-20 |
delete index_pages_linkeddomain ntheirface.com |
| 2019-09-20 |
delete management_pages_linkeddomain ntheirface.com |
| 2019-09-20 |
delete person Alexis Ulm |
| 2019-09-20 |
delete person Brandon VanLandingham |
| 2019-09-20 |
insert person BAILEY BANKS |
| 2019-09-20 |
insert person CODY WHEELER |
| 2019-09-20 |
insert person MICHAEL HARRISON |
| 2019-09-20 |
insert person MICHAEL WHITE |
| 2019-09-20 |
insert person Trey Whitley |
| 2019-09-20 |
update person_description Brittany Kessler => BRITTANY KESSLER |
| 2019-09-20 |
update person_description Dallas Wheeler => DALLAS WHEELER |
| 2019-09-20 |
update person_description Doug Claycomb => DOUG CLAYCOMB |
| 2019-09-20 |
update person_title DOUG CLAYCOMB: null => Inc, Co - Founder |
| 2019-03-05 |
delete address 6 NE 63rd Street
Oklahoma City, OK 73105 |
| 2019-03-05 |
delete address 6 NE 63rd Street
Oklahoma City, Oklahoma 73105 |
| 2019-03-05 |
insert address 6 NE 63rd Street, Suite 240
Oklahoma City, OK 73105 |
| 2019-03-05 |
insert address 6 NE 63rd Street, Suite 240
Oklahoma City, Oklahoma 73105 |
| 2019-03-05 |
update primary_contact 6 NE 63rd Street
Oklahoma City, OK 73105 => 6 NE 63rd Street, Suite 240
Oklahoma City, OK 73105 |
| 2019-01-10 |
delete person Ben Harris |
| 2019-01-10 |
delete person Stephanie Mills |
| 2018-10-12 |
insert person James Billingsley |
| 2018-02-08 |
update website_status FlippedRobots => OK |
| 2018-02-08 |
delete source_ip 64.89.44.97 |
| 2018-02-08 |
insert source_ip 143.95.39.40 |
| 2017-12-30 |
update website_status OK => FlippedRobots |
| 2017-09-10 |
update person_description Charles O. Onstott Jr. => Charles O. Onstott Jr. |
| 2017-09-10 |
update person_title Charles O. Onstott Jr.: Founder and Principal of the Oklahoma City; Founder and Principal of the Oklahoma City Firm of Onstott => Founder and Principal of the Oklahoma City; Founder and Principal of the Oklahoma City Firm |
| 2017-07-03 |
delete partner Onstott & Associates, Inc. |
| 2017-07-03 |
insert alias Plan Group Financial, Inc. |
| 2017-07-03 |
insert contact_pages_linkeddomain facebook.com |
| 2017-07-03 |
insert contact_pages_linkeddomain linkedin.com |
| 2017-07-03 |
insert index_pages_linkeddomain facebook.com |
| 2017-07-03 |
insert index_pages_linkeddomain linkedin.com |
| 2017-07-03 |
insert management_pages_linkeddomain facebook.com |
| 2017-07-03 |
insert management_pages_linkeddomain linkedin.com |
| 2017-07-03 |
insert partner_pages_linkeddomain facebook.com |
| 2017-07-03 |
insert partner_pages_linkeddomain linkedin.com |
| 2016-01-22 |
insert index_pages_linkeddomain sipc.org |
| 2015-10-21 |
insert index_pages_linkeddomain finra.org |
| 2015-10-21 |
insert partner Onstott & Associates, Inc. |
| 2015-10-21 |
insert partner Saxony Securities, Inc. |
| 2014-06-12 |
delete source_ip 75.126.211.188 |
| 2014-06-12 |
insert source_ip 64.89.44.97 |