| Date | Description |
|---|
| 2024-05-29 |
delete address 72 Pine Street
Hyannis, MA 02601 |
| 2024-05-29 |
delete source_ip 44.232.184.220 |
| 2024-05-29 |
delete source_ip 44.239.246.239 |
| 2024-05-29 |
delete source_ip 52.39.250.232 |
| 2024-05-29 |
insert address 540 Main Street, Suite 14
Hyannis, MA 02601 |
| 2024-05-29 |
insert alias Beacon Financial Planning, Inc. |
| 2024-05-29 |
insert source_ip 35.166.196.48 |
| 2024-05-29 |
insert source_ip 44.227.205.56 |
| 2024-05-29 |
insert source_ip 52.32.134.105 |
| 2024-05-29 |
update primary_contact 72 Pine Street
Hyannis, MA 02601 => 540 Main Street, Suite 14
Hyannis, MA 02601 |
| 2024-03-22 |
delete alias Beacon Financial Planning, Inc. |
| 2024-03-22 |
delete source_ip 35.162.210.219 |
| 2024-03-22 |
delete source_ip 44.229.180.196 |
| 2024-03-22 |
delete source_ip 44.240.114.119 |
| 2024-03-22 |
insert source_ip 44.232.184.220 |
| 2024-03-22 |
insert source_ip 44.239.246.239 |
| 2024-03-22 |
insert source_ip 52.39.250.232 |
| 2024-03-22 |
update person_description Kelli Grew => Kelli Grew |
| 2024-03-22 |
update person_description Lauren Gadkowski Lindsay => Lauren Gadkowski Lindsay |
| 2024-03-22 |
update person_description Melissa Kolcz => Melissa Kolcz |
| 2024-03-22 |
update person_title Jayme Rose-Franklin: Office Manager; Member of the Kiwanis Club of Hyannis => Client Service Associate & Notary Public; Member of the Kiwanis Club of Hyannis |
| 2023-10-01 |
delete source_ip 34.211.114.231 |
| 2023-10-01 |
delete source_ip 44.225.33.93 |
| 2023-10-01 |
delete source_ip 44.225.115.133 |
| 2023-10-01 |
insert source_ip 35.162.210.219 |
| 2023-10-01 |
insert source_ip 44.229.180.196 |
| 2023-10-01 |
insert source_ip 44.240.114.119 |
| 2023-10-01 |
update person_description Katie Brennan Kane => Katie Brennan Kane |
| 2023-10-01 |
update person_description Melissa Kolcz => Melissa Kolcz |
| 2023-10-01 |
update person_title Katie Brennan Kane: Vice President, Operations & Client Services / Investment Committee Member; Member of the Investment Committee => Partner & Vice President, Operations & Client Services; Member of the Investment Committee |
| 2023-07-28 |
delete source_ip 44.229.153.55 |
| 2023-07-28 |
delete source_ip 50.112.174.125 |
| 2023-07-28 |
delete source_ip 54.203.144.244 |
| 2023-07-28 |
insert source_ip 34.211.114.231 |
| 2023-07-28 |
insert source_ip 44.225.33.93 |
| 2023-07-28 |
insert source_ip 44.225.115.133 |
| 2023-06-26 |
delete source_ip 35.163.193.103 |
| 2023-06-26 |
delete source_ip 44.235.147.37 |
| 2023-06-26 |
delete source_ip 52.36.228.114 |
| 2023-06-26 |
insert alias Beacon Financial Planning, Inc. |
| 2023-06-26 |
insert source_ip 44.229.153.55 |
| 2023-06-26 |
insert source_ip 50.112.174.125 |
| 2023-06-26 |
insert source_ip 54.203.144.244 |
| 2023-05-25 |
delete source_ip 34.209.159.130 |
| 2023-05-25 |
delete source_ip 52.89.47.144 |
| 2023-05-25 |
delete source_ip 54.200.127.97 |
| 2023-05-25 |
insert source_ip 35.163.193.103 |
| 2023-05-25 |
insert source_ip 44.235.147.37 |
| 2023-05-25 |
insert source_ip 52.36.228.114 |
| 2023-04-09 |
delete alias Beacon Financial Planning, Inc. |
| 2023-04-09 |
delete person Alina Leon |
| 2023-04-09 |
delete source_ip 34.215.48.124 |
| 2023-04-09 |
delete source_ip 34.216.26.160 |
| 2023-04-09 |
delete source_ip 54.212.94.94 |
| 2023-04-09 |
insert source_ip 34.209.159.130 |
| 2023-04-09 |
insert source_ip 52.89.47.144 |
| 2023-04-09 |
insert source_ip 54.200.127.97 |
| 2023-03-08 |
delete source_ip 54.149.33.40 |
| 2023-03-08 |
insert source_ip 54.212.94.94 |
| 2023-02-04 |
delete source_ip 35.161.248.195 |
| 2023-02-04 |
delete source_ip 54.185.57.109 |
| 2023-02-04 |
insert alias Beacon Financial Planning, Inc. |
| 2023-02-04 |
insert source_ip 34.215.48.124 |
| 2023-02-04 |
insert source_ip 54.149.33.40 |
| 2023-01-04 |
delete source_ip 44.240.151.79 |
| 2023-01-04 |
delete source_ip 52.40.154.3 |
| 2023-01-04 |
insert source_ip 34.216.26.160 |
| 2023-01-04 |
insert source_ip 54.185.57.109 |
| 2023-01-04 |
update person_title Alina Leon: Paraplanner => Alina Leon CERTIFIED FINANCIAL PLANNER; CERTIFIED FINANCIAL PLANNER |
| 2022-12-02 |
delete source_ip 35.162.2.80 |
| 2022-12-02 |
delete source_ip 44.239.22.209 |
| 2022-12-02 |
delete source_ip 54.186.203.88 |
| 2022-12-02 |
insert source_ip 35.161.248.195 |
| 2022-12-02 |
insert source_ip 44.240.151.79 |
| 2022-12-02 |
insert source_ip 52.40.154.3 |
| 2022-11-01 |
delete source_ip 54.187.99.44 |
| 2022-11-01 |
insert source_ip 54.186.203.88 |
| 2022-09-30 |
delete source_ip 34.215.241.197 |
| 2022-09-30 |
delete source_ip 52.41.33.88 |
| 2022-09-30 |
delete source_ip 54.148.180.127 |
| 2022-09-30 |
insert person Heather Lynch |
| 2022-09-30 |
insert source_ip 35.162.2.80 |
| 2022-09-30 |
insert source_ip 44.239.22.209 |
| 2022-09-30 |
insert source_ip 54.187.99.44 |
| 2022-09-30 |
update person_title Melissa Kolcz: Associate; Client Services Associate & Notary Public => Associate; Client Experience Manager & Notary Public |
| 2022-07-31 |
delete source_ip 35.80.106.131 |
| 2022-07-31 |
delete source_ip 52.40.121.165 |
| 2022-07-31 |
delete source_ip 54.187.217.168 |
| 2022-07-31 |
insert source_ip 34.215.241.197 |
| 2022-07-31 |
insert source_ip 52.41.33.88 |
| 2022-07-31 |
insert source_ip 54.148.180.127 |
| 2022-06-30 |
delete source_ip 44.241.8.58 |
| 2022-06-30 |
delete source_ip 54.213.179.254 |
| 2022-06-30 |
insert source_ip 52.40.121.165 |
| 2022-06-30 |
insert source_ip 54.187.217.168 |
| 2022-06-30 |
update person_title Melissa Kolcz: Associate; Client Services Associate => Associate; Client Services Associate & Notary Public |
| 2022-05-30 |
delete source_ip 34.223.146.202 |
| 2022-05-30 |
delete source_ip 52.37.21.110 |
| 2022-05-30 |
delete source_ip 54.186.20.140 |
| 2022-05-30 |
insert person Jayme Rose-Franklin |
| 2022-05-30 |
insert source_ip 35.80.106.131 |
| 2022-05-30 |
insert source_ip 44.241.8.58 |
| 2022-05-30 |
insert source_ip 54.213.179.254 |
| 2022-05-30 |
update person_description Melissa Kolcz => Melissa Kolcz |
| 2022-05-30 |
update person_description Michaela Herlihy => Michaela Herlihy |
| 2022-03-30 |
delete otherexecutives Beth Opishinski |
| 2022-03-30 |
delete person Beth Opishinski |
| 2022-03-30 |
delete source_ip 35.166.106.224 |
| 2022-03-30 |
delete source_ip 52.89.232.121 |
| 2022-03-30 |
insert source_ip 34.223.146.202 |
| 2022-03-30 |
insert source_ip 52.37.21.110 |
| 2022-03-30 |
update person_description Katie Brennan Kane => Katie Brennan Kane |
| 2022-02-28 |
delete source_ip 184.168.131.241 |
| 2022-02-28 |
insert source_ip 35.166.106.224 |
| 2022-02-28 |
insert source_ip 52.89.232.121 |
| 2022-02-28 |
insert source_ip 54.186.20.140 |
| 2021-01-21 |
delete source_ip 159.203.169.99 |
| 2021-01-21 |
insert source_ip 184.168.131.241 |
| 2020-01-03 |
insert personal_emails an..@lpl.com |
| 2020-01-03 |
insert personal_emails sp..@lpl.com |
| 2020-01-03 |
delete email wa..@beaconfinancialplanning.com |
| 2020-01-03 |
delete phone 888-230-3588 |
| 2020-01-03 |
delete source_ip 69.18.153.50 |
| 2020-01-03 |
insert address 35 Bedford Street, Suite 15
Lexington, MA 02420 |
| 2020-01-03 |
insert address 45 Bristol Drive, Suite 101
South Easton, MA 02375 |
| 2020-01-03 |
insert email an..@lpl.com |
| 2020-01-03 |
insert email ro..@beaconfinancialplanning.com |
| 2020-01-03 |
insert email sp..@lpl.com |
| 2020-01-03 |
insert fax 781-674-2545 |
| 2020-01-03 |
insert index_pages_linkeddomain bickling.com |
| 2020-01-03 |
insert phone 508-230-3588 |
| 2020-01-03 |
insert phone 781-862-9792 |
| 2020-01-03 |
insert source_ip 159.203.169.99 |
| 2020-01-03 |
update primary_contact null => 45 Bristol Drive, Suite 101
South Easton, MA 02375 |
| 2020-01-03 |
update website_status InvalidLanguage => OK |
| 2019-09-04 |
update website_status OK => InvalidLanguage |