PORTFOLIO DESIGN SERVICES - History of Changes


DateDescription
2024-10-30 delete index_pages_linkeddomain schwab.com
2024-09-29 insert index_pages_linkeddomain schwab.com
2023-09-28 delete president Bruce Swanson
2023-09-28 insert founder Bruce Swanson
2023-09-28 insert president Brad Olson
2023-09-28 delete index_pages_linkeddomain advisorclient.com
2023-09-28 delete index_pages_linkeddomain schwab.com
2023-09-28 delete phone 800-431-3500
2023-09-28 update person_description Bradley Olson => Brad Olson
2023-09-28 update person_title Brad Olson: Vice President; in 2007 As a Research Manager => President
2023-09-28 update person_title Bruce Swanson: President => Founder
2023-08-25 insert index_pages_linkeddomain advisorclient.com
2023-08-25 insert index_pages_linkeddomain schwab.com
2023-08-25 insert phone 800-431-3500
2023-07-21 delete source_ip 35.209.25.132
2023-07-21 insert source_ip 35.215.116.59
2022-05-20 delete personal_emails jo..@abc.com
2022-05-20 delete email jo..@abc.com
2022-05-20 delete index_pages_linkeddomain schwabinstitutional.com
2022-04-18 insert personal_emails jo..@abc.com
2022-04-18 insert email jo..@abc.com
2022-04-18 insert index_pages_linkeddomain office365.com
2022-04-18 insert index_pages_linkeddomain schwabinstitutional.com
2021-09-16 delete email br..@pdsadvisors.com
2021-06-12 delete email an..@pdsadvisors.com
2021-06-12 delete email br..@pdsadvisors.com
2021-06-12 delete email to..@pdsadvisors.com
2021-06-12 delete person Angela Tillle
2021-06-12 delete phone 340-277-6976
2021-06-12 insert email an..@pdsadvisers.com
2021-06-12 insert email br..@pdsadvisers.com
2021-06-12 insert email br..@pdsadvisers.com
2021-06-12 insert email to..@pdsadvisers.com
2021-06-12 insert phone 715-318-3725
2021-06-12 insert phone 715-821-9251
2021-06-12 update person_title Angela Tille: null => Investment Adviser; Representative
2021-04-18 delete index_pages_linkeddomain dimensional.com
2021-01-18 delete email ty@pdsadvisors.com
2021-01-18 delete person Ty Boggs
2021-01-18 delete phone 303-325-6514
2021-01-18 insert index_pages_linkeddomain dimensional.com
2021-01-18 update person_title Angela Tillle: Associate => Investment Advisor; Representative
2020-07-13 delete index_pages_linkeddomain bloomberg.com
2020-06-11 delete source_ip 209.17.116.160
2020-06-11 insert source_ip 35.209.25.132
2020-03-01 delete email br..@pdsadvisors.com
2020-03-01 delete source_ip 206.188.192.200
2020-03-01 delete terms_pages_linkeddomain pdsadvisors.com
2020-03-01 insert source_ip 209.17.116.160