| Date | Description |
|---|
| 2022-11-28 |
insert vp Kim M. Elliott |
| 2022-11-28 |
delete person David Ramsour |
| 2022-11-28 |
insert person Kim M. Elliott |
| 2022-08-26 |
delete svp Robert A. Jones |
| 2022-08-26 |
delete vp Daniel Thibodeau |
| 2022-08-26 |
insert otherexecutives Margaret Jarocki |
| 2022-08-26 |
delete address Boston, MA - (101 Federal Street)
Boston, MA (One Liberty Square)
Michigan |
| 2022-08-26 |
delete person Alana Tallarico |
| 2022-08-26 |
delete person Daniel Thibodeau |
| 2022-08-26 |
insert person Brandon Martineson |
| 2022-08-26 |
insert person Christine Petersen |
| 2022-08-26 |
insert person David Hood |
| 2022-08-26 |
insert person Eric W. Bailey |
| 2022-08-26 |
insert person Margaret Jarocki |
| 2022-08-26 |
insert person Mark Feldman |
| 2022-08-26 |
insert person Mike Strother |
| 2022-08-26 |
insert person Teri Grubb |
| 2022-08-26 |
update person_title Robert A. Jones: Senior Vice President; Financial Advisor => Principal; Financial Advisor |
| 2022-04-01 |
delete address 4208 Six Forks Rd, Suite 1700
Raleigh, NC 27609 |
| 2022-04-01 |
delete email co..@captrust.com |
| 2022-04-01 |
insert address Boston, MA - (101 Federal Street)
Boston, MA (One Liberty Square)
Michigan |
| 2022-02-09 |
delete chieflegalofficer Kimberly Carter |
| 2022-02-09 |
delete otherexecutives Margaret Jarocki |
| 2022-02-09 |
delete otherexecutives Teri Grubb |
| 2022-02-09 |
delete vp Seth Stephen |
| 2022-02-09 |
insert chieflegalofficer Christina Markell-Balleza |
| 2022-02-09 |
insert chro Mark Francher |
| 2022-02-09 |
insert managingdirector Christina Markell-Balleza |
| 2022-02-09 |
delete person Bacilia Gomez |
| 2022-02-09 |
delete person Brent Bradshaw |
| 2022-02-09 |
delete person Cathy Ritter |
| 2022-02-09 |
delete person Kimberly Carter |
| 2022-02-09 |
delete person Margaret Jarocki |
| 2022-02-09 |
delete person Seth Stephen |
| 2022-02-09 |
delete person Teri Grubb |
| 2022-02-09 |
insert person Brent Simpson |
| 2022-02-09 |
insert person Brittany Robertson |
| 2022-02-09 |
insert person Ronald A. Heath |
| 2022-02-09 |
update person_title Christina Markell-Balleza: Associate General Counsel => General Counsel; Managing Director |
| 2022-02-09 |
update person_title Mark Francher: Chief Human Resource Officer => Chief Human Resources Officer |
| 2021-09-01 |
insert cfo Robert Miller |
| 2021-09-01 |
insert chiefinvestmentofficer Michael J. Vogelzang |
| 2021-09-01 |
insert managingdirector Michael J. Vogelzang |
| 2021-09-01 |
delete person Allison Hubbell |
| 2021-09-01 |
delete person Angie Butler |
| 2021-09-01 |
delete person Curtis Cunningham |
| 2021-09-01 |
delete source_ip 40.121.212.165 |
| 2021-09-01 |
insert person Michael J. Vogelzang |
| 2021-09-01 |
insert person Robert Miller |
| 2021-09-01 |
insert source_ip 141.193.213.21 |
| 2021-09-01 |
insert source_ip 141.193.213.20 |
| 2021-09-01 |
update person_title Frank Bub: Senior Director, Head of Wealth Management => Senior Director, Head of Wealth Management Consulting |
| 2021-05-30 |
delete otherexecutives Frank Bub |
| 2021-05-30 |
insert person Bacilia Gomez |
| 2021-05-30 |
insert person Bryan T. Lewis |
| 2021-05-30 |
insert person Clay Matthews |
| 2021-05-30 |
insert person Jack Kenney |
| 2021-05-30 |
insert person Kathleen Whitmore |
| 2021-05-30 |
insert person Ted Garza |
| 2021-05-30 |
update person_title Frank Bub: Senior Director => Senior Director, Head of Wealth Management |
| 2021-04-12 |
insert svp Daniel A. Summerlin |
| 2021-04-12 |
insert vp Brian Abad |
| 2021-04-12 |
insert vp Ellen Crowley |
| 2021-04-12 |
insert vp Erica Blomgren |
| 2021-04-12 |
insert vp Heather Darcy |
| 2021-04-12 |
insert vp Keaton Brewer |
| 2021-04-12 |
insert vp Michael Henderson |
| 2021-04-12 |
insert vp Randy Byard |
| 2021-04-12 |
insert vp Ryan Leach |
| 2021-04-12 |
insert vp Seth Stephen |
| 2021-04-12 |
delete address 2625 Townsgate Rd.
Suite 330
Westlake Village, CA 91361 |
| 2021-04-12 |
delete address 700 North Saint Mary's St.
Suite 100
San Antonio, TX 78205 |
| 2021-04-12 |
delete address 740 University Avenue
Sacramento, CA 95825 |
| 2021-04-12 |
insert address 2625 Townsgate Rd
#330
Westlake Village, CA 91361 |
| 2021-04-12 |
insert address 4208 Six Forks Rd
#1700
Raleigh, NC 27609 |
| 2021-04-12 |
insert address 700 North Saint Mary's St
#100
San Antonio, TX 78205 |
| 2021-04-12 |
insert address 740 University Ave
Sacramento, CA 95825 |
| 2021-04-12 |
insert person Abigail J. C. Russell |
| 2021-04-12 |
insert person Alex Brown |
| 2021-04-12 |
insert person Anne H. Reed |
| 2021-04-12 |
insert person Arthur Scalise |
| 2021-04-12 |
insert person Bob Eagle |
| 2021-04-12 |
insert person Brandon Aber |
| 2021-04-12 |
insert person Brent Bradshaw |
| 2021-04-12 |
insert person Brian Abad |
| 2021-04-12 |
insert person Brian Pollard |
| 2021-04-12 |
insert person Cathy Ritter |
| 2021-04-12 |
insert person Chad Day |
| 2021-04-12 |
insert person Che-Che S. McCrimmon |
| 2021-04-12 |
insert person Christina Lecholop |
| 2021-04-12 |
insert person Daniel A. Summerlin |
| 2021-04-12 |
insert person Daniel M. Lowe |
| 2021-04-12 |
insert person Donn A. Johnston |
| 2021-04-12 |
insert person Edward V. Welch |
| 2021-04-12 |
insert person Ellen Crowley |
| 2021-04-12 |
insert person Erica Blomgren |
| 2021-04-12 |
insert person Heather Darcy |
| 2021-04-12 |
insert person Hugh Wilson Cole III |
| 2021-04-12 |
insert person James R. Talton, III |
| 2021-04-12 |
insert person Johnny C. Garrett |
| 2021-04-12 |
insert person Keaton Brewer |
| 2021-04-12 |
insert person Kelly Brothers |
| 2021-04-12 |
insert person Kevin A. Chang |
| 2021-04-12 |
insert person Kevin Monroe |
| 2021-04-12 |
insert person Lance Lahourcade |
| 2021-04-12 |
insert person Lisa Gostkowski |
| 2021-04-12 |
insert person Lon Burford |
| 2021-04-12 |
insert person Madelon Yanta Leone |
| 2021-04-12 |
insert person Mark T. Medlin |
| 2021-04-12 |
insert person Michael Henderson |
| 2021-04-12 |
insert person Michelle Scarver |
| 2021-04-12 |
insert person Peter Ashby |
| 2021-04-12 |
insert person R. Michael Gray |
| 2021-04-12 |
insert person Randy Byard |
| 2021-04-12 |
insert person Rob Cook |
| 2021-04-12 |
insert person Ryan Leach |
| 2021-04-12 |
insert person Seth Stephen |
| 2021-04-12 |
insert person Shaun Eskamani |
| 2021-04-12 |
insert person Taylor Nowell |
| 2021-02-17 |
delete svp Daniel A. Summerlin |
| 2021-02-17 |
delete svp James W. Strodel |
| 2021-02-17 |
delete svp John Young |
| 2021-02-17 |
delete svp Patrick Marlatt |
| 2021-02-17 |
delete svp Robert A. Jones |
| 2021-02-17 |
delete vp Casey Pogodzinski |
| 2021-02-17 |
delete vp Ellen Crowley |
| 2021-02-17 |
delete vp Heather Darcy |
| 2021-02-17 |
delete vp Keaton Brewer |
| 2021-02-17 |
delete vp Michael Henderson |
| 2021-02-17 |
delete vp Ryan Leach |
| 2021-02-17 |
delete person Brandon Aber |
| 2021-02-17 |
delete person Casey Pogodzinski |
| 2021-02-17 |
delete person Clark Kerschner |
| 2021-02-17 |
delete person Daniel A. Summerlin |
| 2021-02-17 |
delete person Daniel M. Lowe |
| 2021-02-17 |
delete person Donn A. Johnston |
| 2021-02-17 |
delete person Ellen Crowley |
| 2021-02-17 |
delete person G. Ric Mundorf |
| 2021-02-17 |
delete person Heather Darcy |
| 2021-02-17 |
delete person James R. Talton, III |
| 2021-02-17 |
delete person James W. Strodel |
| 2021-02-17 |
delete person John Young |
| 2021-02-17 |
delete person Johnny C. Garrett |
| 2021-02-17 |
delete person Keaton Brewer |
| 2021-02-17 |
delete person Kevin Monroe |
| 2021-02-17 |
delete person Mark T. Medlin |
| 2021-02-17 |
delete person Michael E. Blair |
| 2021-02-17 |
delete person Michael Henderson |
| 2021-02-17 |
delete person Patrick Marlatt |
| 2021-02-17 |
delete person R. Michael Gray |
| 2021-02-17 |
delete person Robert A. Jones |
| 2021-02-17 |
delete person Ryan Leach |
| 2021-02-17 |
delete person Shaun Eskamani |
| 2021-02-17 |
delete person Taylor Nowell |
| 2021-02-17 |
delete person William B. Blair |
| 2021-02-17 |
insert person Angie Butler |
| 2021-02-17 |
insert person Curtis Cunningham |
| 2021-02-17 |
insert person Debra Gates |
| 2021-01-17 |
delete cfo Christa Miller |
| 2021-01-17 |
insert otherexecutives Mary Earls |
| 2021-01-17 |
delete person Christa Miller |
| 2021-01-17 |
insert person Drew Battle |
| 2021-01-17 |
insert person Mary Earls |
| 2020-10-03 |
delete cfo Bonnie McCullough |
| 2020-10-03 |
delete svp James R. Talton, III |
| 2020-10-03 |
insert otherexecutives Frank Bub |
| 2020-10-03 |
delete person Bonnie McCullough |
| 2020-10-03 |
insert career_pages_linkeddomain wordpress.org |
| 2020-10-03 |
insert contact_pages_linkeddomain wordpress.org |
| 2020-10-03 |
insert index_pages_linkeddomain wordpress.org |
| 2020-10-03 |
insert management_pages_linkeddomain wordpress.org |
| 2020-10-03 |
insert person Frank Bub |
| 2020-10-03 |
insert solution_pages_linkeddomain wordpress.org |
| 2020-10-03 |
insert terms_pages_linkeddomain wordpress.org |
| 2020-10-03 |
update person_title James R. Talton, III: Senior Vice President; Financial Advisor => Principal; Financial Advisor |
| 2020-06-26 |
delete person Ellen R. Shaer |
| 2020-05-26 |
delete source_ip 40.87.42.59 |
| 2020-05-26 |
insert source_ip 40.121.212.165 |
| 2020-05-26 |
update robots_txt_status www.captrust.com: 0 => 200 |
| 2020-04-26 |
update person_description Anne H. Reed => Anne H. Reed |
| 2020-04-26 |
update person_title Brandon Aber: Relationship Manager; Financial Advisor => Financial Advisor |
| 2020-04-26 |
update person_title Che-Che S. McCrimmon: Relationship Manager; Financial Advisor => Financial Advisor |
| 2020-04-26 |
update person_title Daniel M. Lowe: Relationship Manager; Financial Advisor; Advisor => Financial Advisor; Advisor |
| 2020-04-26 |
update person_title Kimberly Carter: Senior Manager; Senior Counsel => Senior Counsel |
| 2020-03-27 |
delete address Investment Strategy
2 months ago
2020 Outlook |
| 2020-03-27 |
insert person Eric Benedict |
| 2020-03-27 |
insert person Lauren Ohnesorge |
| 2020-03-27 |
update person_description Bonnie McCullough => Bonnie McCullough |
| 2020-03-27 |
update person_title Allison Hubbell: Relationship Manager => Client Relationship Manager |
| 2020-03-27 |
update person_title Karen Denise: Senior Director, Client Solutions Group => Senior Director / Head, Wealth Client Service |
| 2020-02-25 |
delete otherexecutives Karen Denise |
| 2020-02-25 |
delete svp R. Michael Gray |
| 2020-02-25 |
delete svp Shaun Eskamani |
| 2020-02-25 |
insert cfo Christa Miller |
| 2020-02-25 |
insert otherexecutives Denise Buchanan |
| 2020-02-25 |
delete person Michael Thrasher |
| 2020-02-25 |
insert address Investment Strategy
2 months ago
2020 Outlook |
| 2020-02-25 |
insert person Christa Miller |
| 2020-02-25 |
update person_description Anne H. Reed => Anne H. Reed |
| 2020-02-25 |
update person_title Brandon Aber: Financial Advisor => Relationship Manager; Financial Advisor |
| 2020-02-25 |
update person_title Che-Che S. McCrimmon: Financial Advisor => Relationship Manager; Financial Advisor |
| 2020-02-25 |
update person_title Daniel M. Lowe: Financial Advisor; Advisor => Relationship Manager; Financial Advisor; Advisor |
| 2020-02-25 |
update person_title Denise Buchanan: Chief Compliance Officer => Senior Director; Chief Compliance Officer |
| 2020-02-25 |
update person_title Karen Denise: Senior Director => Senior Director, Client Solutions Group |
| 2020-02-25 |
update person_title R. Michael Gray: Senior Vice President; Financial Advisor => Principal; Financial Advisor |
| 2020-02-25 |
update person_title Shaun Eskamani: Senior Vice President; Financial Advisor => Principal; Financial Advisor |
| 2020-02-25 |
update person_title Taylor Nowell: Financial Advisor => Relationship Manager; Financial Advisor |
| 2020-01-25 |
insert chieflegalofficer Kimberly Carter |
| 2020-01-25 |
insert email co..@captrust.com |
| 2020-01-25 |
insert person Michael Thrasher |
| 2020-01-25 |
update person_title Kimberly Carter: Senior Manager, Associate Counsel => Senior Manager; Senior Counsel |
| 2020-01-25 |
update robots_txt_status www.captrust.com: 200 => 0 |
| 2019-12-25 |
delete otherexecutives Doreen O'Dowd |
| 2019-12-25 |
insert otherexecutives Christina Markell-Balleza |
| 2019-12-25 |
insert otherexecutives Margaret Jarocki |
| 2019-12-25 |
insert otherexecutives Teri Grubb |
| 2019-12-25 |
delete address 4208 Six Forks Road,
Suite 1700
Raleigh, NC 27609 |
| 2019-12-25 |
delete person Doreen O'Dowd |
| 2019-12-25 |
insert address 4208 Six Forks Rd.
Suite 1700
Raleigh, NC 27609 |
| 2019-12-25 |
insert person Christina Markell-Balleza |
| 2019-12-25 |
insert person Kimberly Carter |
| 2019-12-25 |
insert person Margaret Jarocki |
| 2019-12-25 |
insert person Teri Grubb |
| 2019-12-25 |
update person_description Che-Che S. McCrimmon => Che-Che S. McCrimmon |
| 2019-12-25 |
update primary_contact 4208 Six Forks Road,
Suite 1700
Raleigh, NC 27609 => 4208 Six Forks Rd.
Suite 1700
Raleigh, NC 27609 |
| 2019-10-25 |
delete source_ip 40.121.212.165 |
| 2019-10-25 |
insert source_ip 40.87.42.59 |
| 2019-09-25 |
delete general_emails in..@captrustadvisors.com |
| 2019-09-25 |
insert otherexecutives Karen Denise |
| 2019-09-25 |
delete email in..@captrustadvisors.com |
| 2019-09-25 |
delete person Greg Middleton |
| 2019-09-25 |
delete phone 919.870.8891 |
| 2019-09-25 |
delete source_ip 96.45.114.6 |
| 2019-09-25 |
insert career_pages_linkeddomain capcommunityfoundation.org |
| 2019-09-25 |
insert career_pages_linkeddomain captrustadvice.com |
| 2019-09-25 |
insert career_pages_linkeddomain finra.org |
| 2019-09-25 |
insert career_pages_linkeddomain google.com |
| 2019-09-25 |
insert contact_pages_linkeddomain capcommunityfoundation.org |
| 2019-09-25 |
insert contact_pages_linkeddomain captrustadvice.com |
| 2019-09-25 |
insert contact_pages_linkeddomain finra.org |
| 2019-09-25 |
insert index_pages_linkeddomain capcommunityfoundation.org |
| 2019-09-25 |
insert index_pages_linkeddomain captrustadvice.com |
| 2019-09-25 |
insert index_pages_linkeddomain finra.org |
| 2019-09-25 |
insert index_pages_linkeddomain google.com |
| 2019-09-25 |
insert source_ip 40.121.212.165 |
| 2019-09-25 |
insert terms_pages_linkeddomain capcommunityfoundation.org |
| 2019-09-25 |
insert terms_pages_linkeddomain captrustadvice.com |
| 2019-09-25 |
insert terms_pages_linkeddomain finra.org |
| 2019-09-25 |
update person_title Karen Denise: Director, Wealth Operations => Senior Director |
| 2019-06-27 |
delete vp Alicia L. Bryan |
| 2019-06-27 |
delete vp Kevin Schmid |
| 2019-06-27 |
insert svp Dan DiGiacomo |
| 2019-06-27 |
insert svp William J. Schultz |
| 2019-06-27 |
insert vp Christopher Zavecz |
| 2019-06-27 |
insert vp Michael J. Peters |
| 2019-06-27 |
insert vp Todd Fungard |
| 2019-06-27 |
delete person Alicia L. Bryan |
| 2019-06-27 |
delete person Kevin Schmid |
| 2019-06-27 |
delete person Marjorie Agostino |
| 2019-06-27 |
delete person Mark Paccione |
| 2019-06-27 |
delete person Mary Erwin |
| 2019-06-27 |
insert address 60 West Broad Street, Suite 300
Bethlehem, PA, PA 18018 |
| 2019-06-27 |
insert person Alana Tallarico |
| 2019-06-27 |
insert person Christopher Zavecz |
| 2019-06-27 |
insert person Earlaine Klingler |
| 2019-06-27 |
insert person Elaine Phillips |
| 2019-06-27 |
insert person Gregory Pietrobon |
| 2019-06-27 |
insert person Jerry B. McQueen |
| 2019-06-27 |
insert person Karen Culver |
| 2019-06-27 |
insert person Michael J. Peters |
| 2019-06-27 |
insert person Sydney Jennings |
| 2019-06-27 |
insert person Todd Fungard |
| 2019-06-27 |
insert person William J. Schultz |
| 2019-06-27 |
insert phone 610.954.0400 |
| 2019-06-27 |
update person_title Brett Schwartz: AAMS, CFP® Senior Financial Advisor; Financial Advisor => CFP® Senior Financial Advisor; Financial Advisor |
| 2019-06-27 |
update person_title Dan DiGiacomo: Senior Vice President, Financial Advisor / Lexington, VA; Financial Advisor => Senior Vice President; Financial Advisor |
| 2019-05-20 |
delete svp Robert F. Piccirilli |
| 2019-05-20 |
insert address Nashville, TN 37201 |
| 2019-05-20 |
insert person Anne Reed |
| 2019-05-20 |
insert person Che-Che S. McCrimmon |
| 2019-05-20 |
update person_description J. Fielding Miller => J. Fielding Miller |
| 2019-05-20 |
update person_title Robert F. Piccirilli: Senior Vice President; Financial Advisor => CIMA®, CAIA® Senior Vice President, Financial Advisor; Financial Advisor |
| 2019-04-17 |
delete svp George G. Kroustalis |
| 2019-04-17 |
delete svp Michael E. Blair |
| 2019-04-17 |
delete vp Errol Hau |
| 2019-04-17 |
delete vp Kevin J. Sims |
| 2019-04-17 |
insert svp Errol Hau |
| 2019-04-17 |
insert svp Philly Jones |
| 2019-04-17 |
insert vp Evan Melcher |
| 2019-04-17 |
delete person Kevin J. Sims |
| 2019-04-17 |
insert address 3348 Peachtree Road, N.E., Suite 1420
Atlanta, GA 30326 |
| 2019-04-17 |
insert address Suite 920
Atlanta, GA 30346 |
| 2019-04-17 |
insert person Evan Melcher |
| 2019-04-17 |
insert person Mary Erwin |
| 2019-04-17 |
insert person Philly Jones |
| 2019-04-17 |
insert person Zack Sadler |
| 2019-04-17 |
update person_description Alysa Cronin => Alysa Cronin |
| 2019-04-17 |
update person_description J. Fielding Miller => J. Fielding Miller |
| 2019-04-17 |
update person_description John D. Curry => John D. Curry |
| 2019-04-17 |
update person_description Wilson S. Hoyle, III => Wilson S. Hoyle, III |
| 2019-04-17 |
update person_title Bridget E. Mitchell: Financial Advisor / Clarkston, MI; Financial Advisor => RP Financial Advisor / Clarkston, MI; Financial Advisor |
| 2019-04-17 |
update person_title Drew McCorkle: Vice President; Financial Advisor; Vice President, Financial Advisor / Austin, TX => Vice President; Financial Advisor |
| 2019-04-17 |
update person_title Errol Hau: Vice President; Financial Advisor => Senior Vice President; Financial Advisor |
| 2019-04-17 |
update person_title George G. Kroustalis: Senior Vice President; Financial Advisor => Financial Advisor; CRPC Senior Vice President, Financial Advisor |
| 2019-04-17 |
update person_title Gosia Sutcliffe: Manager, Underwriting => CLU Manager, Underwriting |
| 2019-04-17 |
update person_title Kathy Del Corso-Chase: Senior Director, Human Resources => Senior Director, Integration Team, Human Resources |
| 2019-04-17 |
update person_title Lori Dillingham: Director, Retirement Plan Operations => QKA Director, Retirement Plan Operations |
| 2019-04-17 |
update person_title Michael E. Blair: Senior Vice President; Financial Advisor => Financial Advisor; CIMA Senior Vice President, Financial Advisor |
| 2019-03-17 |
insert svp Kenneth J. Rogers |
| 2019-03-17 |
insert svp Rosanne Costello |
| 2019-03-17 |
insert vp Dave Fernandez |
| 2019-03-17 |
delete person Scott Bruin |
| 2019-03-17 |
insert address 2010 Crow Canyon Pl, Suite 210
San Ramon, CA, CA 94583 |
| 2019-03-17 |
insert address 2262 Blue Stone Hills Dr.,#B
Harrisonburg, VA, VA 22801 |
| 2019-03-17 |
insert person Dave Fernandez |
| 2019-03-17 |
insert person Jenifer Nesselrodt |
| 2019-03-17 |
insert person Kenneth J. Rogers |
| 2019-03-17 |
insert person Lyle Brandt |
| 2019-03-17 |
insert person Mark Miller |
| 2019-03-17 |
insert person Rosanne Costello |
| 2019-03-17 |
insert person Ted Lew |
| 2019-03-17 |
insert phone 540.442.6426 |
| 2019-03-17 |
insert phone 925.648.4730 |
| 2019-03-17 |
update person_title Ernest A. Liebre: Senior Vice President; Senior Vice President, Financial Advisor / Hollywood, FL; Financial Advisor => Senior Vice President; Senior Vice President, Financial Advisor / Harrisonburg, VA; Financial Advisor |
| 2019-03-17 |
update person_title Travis Whitten: Financial Advisor; CFP® Vice President, Financial Advisor => Financial Advisor; CFP® Senior Vice President, Financial Advisor |
| 2019-02-13 |
delete svp Linda M. Kerschner |
| 2019-02-13 |
insert chro Mark Francher |
| 2019-02-13 |
insert cmo John D. Curry |
| 2019-02-13 |
delete person Linda M. Kerschner |
| 2019-02-13 |
insert person Nick Brezinski |
| 2019-02-13 |
insert person Shira Katsir |
| 2019-02-13 |
update person_description Greg Middleton => Greg Middleton |
| 2019-02-13 |
update person_description Kevin Barry => Kevin Barry |
| 2019-02-13 |
update person_title David Hood: Director, Investment Research => Senior Director, Investment Research |
| 2019-02-13 |
update person_title Greg Delage: Senior Manager, Participant Advice Services => Director, Participant Advice Services |
| 2019-02-13 |
update person_title James F. Stafford: Director, Integration Team, Facilities => Senior Director, Integration Team, Facilities |
| 2019-02-13 |
update person_title Jennifer Doss: ARPS Senior Manager, Institutional Services => ARPS Director, Institutional Solutions |
| 2019-02-13 |
update person_title John D. Curry: Senior Director, Marketing => Chief Marketing Officer |
| 2019-02-13 |
update person_title Margaret Jarocki: Manager, Centralized Trading / Integration Team => Senior Manager, Integration Team |
| 2019-02-13 |
update person_title Mark Francher: Senior Director, Human Resources => Chief Human Resources Officer; Chief Human Resource Officer |
| 2019-02-13 |
update person_title Matt Ogden: Manager, Investment Research => Senior Manager, Investment Research |
| 2019-02-13 |
update person_title Paul Owen: Senior Vice President, Financial Advisor / Boston; Senior Vice President; Financial Advisor => Senior Vice President; Financial Advisor |
| 2019-02-13 |
update person_title Wes Collins: Manager, Participant Advice Services => Senior Manager, Participant Advice Services |
| 2019-01-10 |
delete vp Chris Winters |
| 2019-01-10 |
delete address 1025 Connecticut Avenue, North West
Washington, WA 20036 |
| 2019-01-10 |
delete person Chris Winters |
| 2019-01-10 |
insert address 1025 Connecticut Avenue, North West
Washington, DC 20036 |
| 2019-01-10 |
update person_description J. Fielding Miller => J. Fielding Miller |
| 2019-01-10 |
update person_description Kevin Barry => Kevin Barry |