| Date | Description |
|---|
| 2024-12-17 |
insert contact_pages_linkeddomain chooseprosperity.org |
| 2024-12-17 |
insert index_pages_linkeddomain chooseprosperity.org |
| 2024-11-02 |
update website_status IndexPageFetchError => OK |
| 2024-09-21 |
update website_status OK => IndexPageFetchError |
| 2024-08-01 |
delete person Recipient Paul Ewing |
| 2024-08-01 |
update website_status IndexPageFetchError => OK |
| 2024-06-22 |
update website_status OK => IndexPageFetchError |
| 2024-04-06 |
delete address 22 N Erie Street
Toledo, OH 43604 |
| 2024-04-06 |
delete address Overland Park, Kansas
10955 Lowell Avenue, Suite 900
Overland Park, KS 66210 |
| 2024-04-06 |
delete career_pages_linkeddomain insperity.com |
| 2024-04-06 |
delete person Carlee N. Ray |
| 2024-04-06 |
delete person Marcia R. Patterson |
| 2024-04-06 |
delete person Ryan P. Forster |
| 2024-04-06 |
delete person Sam E. Wagner |
| 2024-04-06 |
delete person Sophie R. Kizer |
| 2024-04-06 |
insert address 24 N Erie Street
Toledo, OH 43604 |
| 2024-04-06 |
insert address 400 Bellemeade St, Ste 201
Greensboro, NC 27401 |
| 2024-04-06 |
insert address Overland Park, KS
10955 Lowell Avenue, Suite 900
Overland Park, KS 66210 |
| 2024-04-06 |
insert career_pages_linkeddomain avature.net |
| 2024-04-06 |
insert person Carlee R. Schmalz |
| 2024-04-06 |
insert person Charlie D. Hiltabidel |
| 2024-04-06 |
insert person J. Eric Brinley |
| 2024-04-06 |
insert person Jim Steen |
| 2024-04-06 |
insert person Karmen D. Fross |
| 2024-04-06 |
insert person Scott M. Thomas |
| 2024-04-06 |
insert person Sophie R. Shearon |
| 2024-04-06 |
insert person Sue Ware-Clarke |
| 2024-04-06 |
insert person Theadore M. Crawford |
| 2024-04-06 |
insert phone 336-273-6599 |
| 2024-04-06 |
update person_title Amber L. Roane: Financial Professional => Senior Financial Professional |
| 2024-04-06 |
update person_title Truman D. Ewing: Planning Team Associate => Planning Team Analyst |
| 2023-10-12 |
delete person Tifney L. Fields |
| 2023-10-12 |
insert address 7333 Paragon Road, Suite 250
Dayton, OH 45459 |
| 2023-10-12 |
insert person Cory M. Allen |
| 2023-10-12 |
insert person Douglas N. Lindley |
| 2023-10-12 |
insert person Matthew B. Beck |
| 2023-10-12 |
insert person Stacey Hetman |
| 2023-10-12 |
insert phone 937-294-9000 |
| 2023-10-12 |
update person_title Max V. Huebner: Data Analyst / Investment Advisor Representative => Financial Planning Team Associate / Investment Advisor Representative |
| 2023-08-04 |
delete person Darla A. Halabica |
| 2023-08-04 |
delete person Kelly Stiefel Arias |
| 2023-08-04 |
delete person Kyle A. Burress |
| 2023-08-04 |
insert career_pages_linkeddomain insperity.com |
| 2023-08-04 |
insert person Brayden L. Rethman |
| 2023-08-04 |
insert person Halle M. Christensen |
| 2023-06-18 |
update person_description Lauren M. Zajac => Lauren M. Zajac |
| 2023-04-21 |
delete person Jennifer M. Stiles |
| 2023-04-21 |
delete source_ip 104.16.65.197 |
| 2023-04-21 |
delete source_ip 104.16.66.197 |
| 2023-04-21 |
delete source_ip 104.16.67.197 |
| 2023-04-21 |
delete source_ip 104.16.68.197 |
| 2023-04-21 |
delete source_ip 104.16.69.197 |
| 2023-04-21 |
insert person Matthew J. Nicholson |
| 2023-04-21 |
insert source_ip 104.17.167.172 |
| 2023-04-21 |
insert source_ip 104.17.168.172 |
| 2023-04-21 |
insert source_ip 104.17.169.172 |
| 2023-04-21 |
insert source_ip 104.17.170.172 |
| 2023-04-21 |
insert source_ip 104.17.171.172 |
| 2023-04-21 |
update person_description Joseph J. Pelle => Joseph J. Pelle |
| 2023-04-21 |
update person_description Loretta C. Bills => Loretta C. Bills |
| 2023-03-05 |
delete email jo..@prosperityadvisors.com |
| 2023-03-05 |
delete person James R. Buck |
| 2023-03-05 |
insert person Meghann D. Bates |
| 2023-03-05 |
update person_description Adam J. Trent => Adam J. Trent |
| 2023-03-05 |
update person_title Joel R. Alderson: Planning Team Associate => Investment Adviser Representative / Planning Analyst |
| 2023-01-09 |
delete career_pages_linkeddomain brt.mv |
| 2023-01-09 |
delete career_pages_linkeddomain insperity.com |
| 2023-01-09 |
delete person Kent E. Rains |
| 2023-01-09 |
delete person Maxine L. Christensen |
| 2023-01-09 |
insert address 11595 N Meridian Street, Suite 300
Carmel, IN 46032 |
| 2023-01-09 |
insert person Adam J. Trent |
| 2023-01-09 |
insert person Kyle A. Burress |
| 2023-01-09 |
insert phone 317-844-5100 |
| 2023-01-09 |
update person_description Sam E. Wagner => Sam E. Wagner |
| 2022-11-24 |
delete about_pages_linkeddomain caprivacy.org |
| 2022-11-24 |
delete career_pages_linkeddomain caprivacy.org |
| 2022-11-24 |
delete contact_pages_linkeddomain caprivacy.org |
| 2022-11-24 |
delete index_pages_linkeddomain caprivacy.org |
| 2022-11-24 |
delete management_pages_linkeddomain caprivacy.org |
| 2022-11-24 |
delete service_pages_linkeddomain caprivacy.org |
| 2022-11-24 |
insert person Darla A. Halabica |
| 2022-11-24 |
insert person Nolan R. Christensen |
| 2022-11-24 |
insert person Tommi S. Angotti |
| 2022-11-24 |
update person_title Carter J. Ewing: Planning Team Associate => Investment Adviser Representative / Planning Analyst |
| 2022-10-15 |
insert person Max V. Huebner |
| 2022-10-15 |
insert person Tifney L. Fields |
| 2022-10-15 |
update person_title Scott R. Kruse: IT Support Associate => IT Support Analyst |
| 2022-09-02 |
delete person Max V. Huebner |
| 2022-09-02 |
insert career_pages_linkeddomain brt.mv |
| 2022-09-02 |
insert person Chad G. Thomas |
| 2022-09-02 |
insert person Sophie R. Kizer |
| 2022-09-02 |
insert person Truman D. Ewing |
| 2022-08-03 |
delete career_pages_linkeddomain brt.mv |
| 2022-08-03 |
insert career_pages_linkeddomain insperity.com |
| 2022-08-03 |
insert person Daniel R. Delaney |
| 2022-08-03 |
insert person James R. Buck |
| 2022-08-03 |
insert person Lauren M. Zajac |
| 2022-08-03 |
insert person Marcia R. Patterson |
| 2022-08-03 |
insert person Sam E. Wagner |
| 2022-05-30 |
delete svp Stanley Smiley |
| 2022-05-30 |
delete person Michelle I. Sergent |
| 2022-05-30 |
delete person Stanley Smiley |
| 2022-05-30 |
delete person Tanner A. Miller |
| 2022-05-30 |
delete person Zarina Sullivan |
| 2022-04-28 |
delete about_pages_linkeddomain orderroutingdisclosure.com |
| 2022-04-28 |
delete career_pages_linkeddomain orderroutingdisclosure.com |
| 2022-04-28 |
delete contact_pages_linkeddomain orderroutingdisclosure.com |
| 2022-04-28 |
delete index_pages_linkeddomain orderroutingdisclosure.com |
| 2022-04-28 |
delete management_pages_linkeddomain orderroutingdisclosure.com |
| 2022-04-28 |
delete service_pages_linkeddomain orderroutingdisclosure.com |
| 2022-04-28 |
update person_description Loretta C. Bills => Loretta C. Bills |
| 2022-03-28 |
delete otherexecutives Scott A. Sirois |
| 2022-03-28 |
delete about_pages_linkeddomain cetera.com |
| 2022-03-28 |
delete career_pages_linkeddomain cetera.com |
| 2022-03-28 |
delete contact_pages_linkeddomain cetera.com |
| 2022-03-28 |
delete index_pages_linkeddomain cetera.com |
| 2022-03-28 |
delete management_pages_linkeddomain cetera.com |
| 2022-03-28 |
delete service_pages_linkeddomain cetera.com |
| 2022-03-28 |
insert person Max V. Huebner |
| 2022-03-28 |
insert person Sarah J. Jeter |
| 2022-03-28 |
insert person Sean Tucker |
| 2022-03-28 |
insert person Suzanne K. Browning |
| 2022-03-28 |
insert person Tierra T. Dimond |
| 2022-03-28 |
update person_description Brad Hemmer => Brad Hemmer |
| 2022-03-28 |
update person_description Brett R. Jergens => Brett R. Jergens |
| 2022-03-28 |
update person_description Carter W. Dye => Carter W. Dye |
| 2022-03-28 |
update person_description Ryan P. Forster => Ryan P. Forster |
| 2022-03-28 |
update person_title Kurtis J. Roebuck: Client Services Associate => Client Service Representative |
| 2022-03-28 |
update person_title Scott A. Sirois: Director of Information Technology => Director of Alignment & Information Technology |