| Date | Description |
|---|
| 2024-12-05 |
insert coo Taylor Parton |
| 2024-12-05 |
delete person Savana Reynolds |
| 2024-12-05 |
insert person Erynn Reinhardt |
| 2024-12-05 |
insert person Stéphanie Hébert-Roscoe |
| 2024-12-05 |
update person_title Daniel DeWhitt: Financial Advisor => Lead Wealth Design Advisor |
| 2024-12-05 |
update person_title Gretchen Grisham: Investment Manager => Director of Operations & Investment Services |
| 2024-12-05 |
update person_title Pete Mathias: Lead Service Advisor => Lead Client Success Advisor |
| 2024-12-05 |
update person_title Taylor Parton: Co - Chief Operations Officer => Chief Operations Officer |
| 2024-07-28 |
delete coo Savana Reynolds |
| 2024-07-28 |
insert person Daniel DeWhitt |
| 2024-07-28 |
update person_title Savana Reynolds: Chief Operating Officer => Chief Operations and Compliance Officer |
| 2024-06-27 |
delete source_ip 104.16.205.47 |
| 2024-06-27 |
delete source_ip 104.18.153.16 |
| 2024-06-27 |
insert source_ip 104.17.144.110 |
| 2024-06-27 |
insert source_ip 104.17.145.110 |
| 2024-03-20 |
delete about_pages_linkeddomain lionstreet.com |
| 2024-03-20 |
delete about_pages_linkeddomain sipc.org |
| 2024-03-20 |
delete address 23515 NE Novelty Hill Rd. Ste B215, Mailbox #5, Redmond, WA, 98053 |
| 2024-03-20 |
delete index_pages_linkeddomain lionstreet.com |
| 2024-03-20 |
delete index_pages_linkeddomain sipc.org |
| 2024-03-20 |
delete industry_tag financial services |
| 2024-03-20 |
insert about_pages_linkeddomain sec.gov |
| 2024-03-20 |
insert index_pages_linkeddomain sec.gov |
| 2024-03-20 |
update primary_contact 23515 NE Novelty Hill Rd. Ste B215, Mailbox #5, Redmond, WA, 98053 => null |
| 2023-08-28 |
delete source_ip 104.18.185.50 |
| 2023-08-28 |
delete source_ip 104.18.211.89 |
| 2023-08-28 |
insert source_ip 104.16.205.47 |
| 2023-08-28 |
insert source_ip 104.18.153.16 |
| 2023-07-23 |
insert person Beth Zollars |
| 2023-07-23 |
update person_title Gretchen Grisham: Director of Finance & Investments => Investment Manager |
| 2023-07-23 |
update person_title Pete Mathias: Financial Advisor => Lead Service Advisor |
| 2023-07-23 |
update person_title Savana Reynolds: Director of Operations => Chief Operating Officer |
| 2023-04-27 |
delete otherexecutives Allison Snowden |
| 2023-04-27 |
delete person Allison Snowden |
| 2023-04-27 |
delete person Emily Truppner |
| 2023-02-23 |
insert coo Savana Reynolds |
| 2023-02-23 |
delete person Sarah Purdey |
| 2023-02-23 |
update person_title Debbie Hensley: Client Experience Manager => Insurance Manager |
| 2023-02-23 |
update person_title Savana Reynolds: Director of Operations & Insurance => Director of Operations |