| Date | Description |
|---|
| 2023-04-01 |
delete source_ip 35.194.29.129 |
| 2023-04-01 |
insert source_ip 141.193.213.11 |
| 2023-04-01 |
insert source_ip 141.193.213.10 |
| 2022-12-27 |
insert chiefstrategyofficer Burt White |
| 2022-12-27 |
delete person Ryan Yamada |
| 2022-12-27 |
delete person Scott Budd |
| 2022-12-27 |
insert person Burt White |
| 2022-12-27 |
insert person Ryan Detrick |
| 2022-12-27 |
insert person Scott Berryman |
| 2022-12-27 |
update person_title Michael Gruidel: Paraplanner => Wealth Planner |
| 2022-12-27 |
update person_title Patrick Sittner: Portfolio Strategist => Director, Portfolio Strategy |
| 2022-10-24 |
delete person Greg DeGennaro |
| 2022-10-24 |
delete person Josh Russell |
| 2022-10-24 |
insert person Willy Nevin |
| 2022-09-22 |
delete coo Shane Weaver |
| 2022-09-22 |
delete about_pages_linkeddomain carsongroup.com |
| 2022-09-22 |
delete index_pages_linkeddomain carsongroup.com |
| 2022-09-22 |
delete management_pages_linkeddomain carsongroup.com |
| 2022-09-22 |
delete person Scott Kubie |
| 2022-09-22 |
delete person Shane Weaver |
| 2022-09-22 |
update person_description John M. Parsons => John M. Parsons |
| 2022-09-22 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Director, Investment Platform / Research Department; Director, Investment Platform |
| 2022-07-21 |
insert person Scott Budd |
| 2022-06-19 |
delete index_pages_linkeddomain carsonmx.com |
| 2022-06-19 |
insert management_pages_linkeddomain usatoday.com |
| 2022-06-19 |
update person_description John William Parsons => John William Parsons |
| 2022-05-19 |
delete person Kristy Lincoln |
| 2022-04-18 |
delete management_pages_linkeddomain etf.com |
| 2022-04-18 |
delete person Alyssa Zuck |
| 2022-04-18 |
delete person Coco Thompson |
| 2022-04-18 |
delete person Vishnu Lekraj |
| 2022-04-18 |
insert person Coco Parsons |
| 2022-04-18 |
insert person Kristy Lincoln |
| 2022-04-18 |
insert person Thomas Bour |
| 2022-04-18 |
update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department |
| 2021-09-23 |
insert coo Shane Weaver |
| 2021-09-23 |
delete email ca..@parsonswealthmgmt.com |
| 2021-09-23 |
delete email jo..@parsonswealthmgmt.com |
| 2021-09-23 |
delete email jo..@parsonswealthmgmt.com |
| 2021-09-23 |
delete email ma..@parsonswealthmgmt.com |
| 2021-09-23 |
delete email po..@parsonswealthmgmt.com |
| 2021-09-23 |
delete management_pages_linkeddomain carsonmx.com |
| 2021-09-23 |
delete management_pages_linkeddomain parsonsaccounting.com |
| 2021-09-23 |
delete person Krista Thompson |
| 2021-09-23 |
insert management_pages_linkeddomain heartlandgsrescue.org |
| 2021-09-23 |
insert person Forbes Best-in-State |
| 2021-09-23 |
insert person Meet John |
| 2021-09-23 |
insert person Meet Patrick |
| 2021-09-23 |
insert person Meet Sarah |
| 2021-09-23 |
insert person Shane Weaver |
| 2021-09-23 |
update person_description Alyssa Zuck => Alyssa Zuck |
| 2021-09-23 |
update person_description Penni Parsons => Penni Parsons |
| 2021-09-23 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst |
| 2021-08-23 |
delete person Agustin Arroyo |
| 2021-08-23 |
delete person Fred Parsons |
| 2021-08-23 |
insert person Matt Lewis |
| 2021-08-23 |
insert person Prince Parsons |
| 2021-08-23 |
update person_description Coco Thompson => Coco Thompson |
| 2021-08-23 |
update person_description Sarah Duey => Sarah Duey |
| 2021-07-21 |
delete person Chris Oppliger |
| 2021-07-21 |
delete person Jeff Harris |
| 2021-07-21 |
update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist |
| 2021-06-20 |
delete managingdirector Carson Coaching |
| 2021-06-20 |
delete person Carson Coaching |
| 2021-06-20 |
update person_description Jamie Hopkins => Jamie P. Hopkins |
| 2021-05-20 |
insert person Greg DeGennaro |
| 2021-04-05 |
delete person Penni Thompson |
| 2021-04-05 |
delete person Sarge Parsons |
| 2021-04-05 |
insert person Josh Russell |
| 2021-04-05 |
insert person Mike Lawrence |
| 2021-04-05 |
insert person Penni Parsons |
| 2021-04-05 |
update person_title Agustin Arroyo: CLIENT SERVICES ASSOCIATE & REGISTERED REPRESENTATIVE => CLIENT SERVICES ASSOCIATE & REGISTERED ADMINISTRATIVE ASSISTANT |
| 2021-04-05 |
update person_title Vishnu Lekraj: Portfolio Manager => Co - Portfolio Manager |
| 2021-01-27 |
delete otherexecutives Rick Jaster |
| 2021-01-27 |
delete address 14 W Main St
Suite 3
Ione, CA 95640 |
| 2021-01-27 |
delete person Alex Blankenburg |
| 2021-01-27 |
delete person Brett Murray |
| 2021-01-27 |
delete person Nick Joyner |
| 2021-01-27 |
delete person Rick Jaster |
| 2021-01-27 |
delete phone (209) 645-7513 |
| 2021-01-27 |
insert person Penni Thompson |
| 2021-01-27 |
insert person Sarge Parsons |
| 2021-01-27 |
insert person Vishnu Lekraj |
| 2021-01-27 |
update person_title Patrick Sittner: Portfolio Strategist; Portfolio Strategist / Research Department => Portfolio Strategist |
| 2020-09-22 |
update person_title Brett Murray: Wealth Planning Administrator => Paraplanner; Member of the Advanced Solutions Team |
| 2020-07-12 |
update person_description Carson Coaching => Carson Coaching |
| 2020-07-12 |
update person_description Jamie P. Hopkins => Jamie Hopkins |
| 2020-07-12 |
update person_title Carla Stirling-Wadkins: Head of Operations; JUNIOR HEAD of OPERATIONS & REGISTERED REPRESENTATIVE; Wealth Advisor => OPERATIONS MANAGER & REGISTERED ADMINISTRATIVE ASSISTANT; Wealth Advisor; Operations Manager |
| 2020-06-08 |
insert address 14 W Main St
Suite 3
Ione, CA 95640 |
| 2020-06-08 |
insert phone (209) 645-7513 |
| 2020-06-08 |
update person_title Alyssa Zuck: Trading Specialist, Registered Rep => Trade Operations Analyst |
| 2020-06-08 |
update person_title Kellie L. Duffy: Senior Trader, Registered Rep => Senior Trade Operations Analyst |
| 2020-04-08 |
insert about_pages_linkeddomain carsonmx.com |
| 2020-04-08 |
insert career_pages_linkeddomain carsonmx.com |
| 2020-04-08 |
insert contact_pages_linkeddomain carsonmx.com |
| 2020-04-08 |
insert management_pages_linkeddomain carsonmx.com |
| 2020-04-08 |
insert service_pages_linkeddomain carsonmx.com |
| 2020-04-08 |
update person_title Jeff Harris: Mergers & Acquisitions Analyst => Senior Mergers & Acquisitions Analyst |
| 2020-03-09 |
insert managingdirector Carson Coaching |
| 2020-03-09 |
delete person Russ Van Belle |
| 2020-03-09 |
insert person Carson Coaching |
| 2020-03-09 |
update person_title Patrick Sittner: Portfolio Strategist => Portfolio Strategist; Portfolio Strategist / Research Department |
| 2020-02-07 |
delete email ca..@parsonsadvisors.com |
| 2020-02-07 |
delete person Amy Meister |
| 2020-02-07 |
delete person Cassie Houchin |
| 2020-01-07 |
insert person Michael Gruidel |
| 2019-12-07 |
insert person Drew Reisdorff |
| 2019-12-07 |
insert person Krista Thompson |
| 2019-12-07 |
insert person Russ Van Belle |
| 2019-11-07 |
insert person Brett Murray |
| 2019-11-07 |
insert person Kellie L. Duffy |
| 2019-11-07 |
insert person Kevin Zlomke |
| 2019-10-07 |
delete index_pages_linkeddomain deloitte.com |