MINDFUL ASSET PLANNING - History of Changes


DateDescription
2024-06-08 insert person Austin Deike
2024-06-08 insert person Gabe Mattick
2024-06-08 update person_title Brandon Lee: Financial Planning => null
2024-03-11 delete email tr..@mindfulplanning.com
2024-03-11 delete person Trevor Ausen
2023-03-28 delete alias Brand Exponents
2023-03-28 delete email je..@mindfulplanning.com
2023-01-23 insert person Brandon Lee
2023-01-23 insert person Derek Feeser
2022-12-22 delete source_ip 35.226.118.86
2022-12-22 insert source_ip 64.91.237.11
2022-07-17 insert general_emails in..@mindfulplanning.com
2022-07-17 insert email in..@mindfulplanning.com
2022-03-15 delete email em..@mindfulplanning.com
2022-03-15 insert email em..@mindfulplanning.com
2022-03-15 insert email er..@mindfulplanning.com
2022-03-15 insert email mi..@mindfulplanning.com
2022-03-15 insert email su..@mindfulplanning.com
2022-03-15 insert person Erika Steuck
2022-03-15 insert person Michael Stang
2022-03-15 insert person Sue Osterberg
2022-03-15 update person_title Dan Talmo: Operations Specialist; Certified Financial Planner => Certified Financial Planner; Investment Analysis Coordinator
2022-03-15 update person_title Jeff Ahlstrand: Operations Coordinator => Business Operations Coordinator
2022-03-15 update person_title Tom Healy: Operations Associate => Investment Analysis Specialist
2021-09-04 delete email sy..@mindfulplanning.com
2021-09-04 delete person Sylvie Rising
2021-09-04 insert email ma..@mindfulplanning.com
2021-09-04 insert person Matt Morrison
2021-05-31 insert email je..@mindfulplanning.com
2021-05-31 insert person Jeff Ahlstrand
2021-04-13 insert email to..@mindfulplanning.com
2021-04-13 insert person Tom Healy
2021-04-13 update person_description Nick J. Augustin => Nick J. Augustin
2021-04-13 update person_title Dan Talmo: Planning Specialist; Certified Financial Planner => Operations Specialist; Certified Financial Planner
2021-04-13 update person_title Emily Briney: Financial Planning => null
2021-02-19 delete source_ip 69.175.54.146
2021-02-19 insert source_ip 35.226.118.86
2019-12-31 delete support_emails cl..@mindfulplanning.com
2019-12-31 delete email cl..@mindfulplanning.com
2019-09-01 update person_description Becky Sebastian => Becky Sebastian
2019-09-01 update person_description Mark Brice => Mark Brice
2019-05-31 delete email da..@mindfulplanning.com
2019-05-31 insert email br..@mindfulplanning.com
2019-05-31 insert email le..@mindfulplanning.com
2018-12-31 insert person Brett Watercott
2018-12-31 insert person Lee Ryan
2018-12-31 update person_description Becky Sebastian => Becky Sebastian
2018-12-31 update person_title Becky Sebastian: Planning and Operations => null