| Date | Description |
|---|
| 2024-03-08 |
delete career_pages_linkeddomain advisorclient.com |
| 2024-03-08 |
delete contact_pages_linkeddomain advisorclient.com |
| 2024-03-08 |
delete index_pages_linkeddomain advisorclient.com |
| 2024-03-08 |
delete management_pages_linkeddomain advisorclient.com |
| 2024-03-08 |
delete person Gary Trotter |
| 2024-03-08 |
delete person Parker Gray |
| 2024-03-08 |
insert person Havital Miltz |
| 2024-03-08 |
insert person Terrence Jones |
| 2024-03-08 |
insert person Tiffany Thurston |
| 2024-03-08 |
insert person Zaman Naseer |
| 2023-07-27 |
insert otherexecutives Stacy Patterson |
| 2023-07-27 |
insert person Brandon Pierpont |
| 2023-07-27 |
insert person Faith Chisholm |
| 2023-07-27 |
insert person Stacy Patterson |
| 2023-05-05 |
delete person Ana Welborn |
| 2023-05-05 |
delete person Samantha Carpenter |
| 2023-05-05 |
delete source_ip 151.101.62.132 |
| 2023-05-05 |
insert source_ip 146.75.74.132 |
| 2023-04-01 |
delete source_ip 146.75.74.132 |
| 2023-04-01 |
insert source_ip 151.101.62.132 |
| 2022-12-11 |
delete source_ip 151.101.18.132 |
| 2022-12-11 |
insert source_ip 146.75.74.132 |
| 2022-10-06 |
delete person Michael W. Kilduff |
| 2022-08-27 |
insert career_pages_linkeddomain schwab.com |
| 2022-08-27 |
insert contact_pages_linkeddomain schwab.com |
| 2022-08-27 |
insert index_pages_linkeddomain schwab.com |
| 2022-08-27 |
insert management_pages_linkeddomain schwab.com |
| 2022-08-27 |
update person_description Joseph DePatie => Joseph DePatie |
| 2022-08-27 |
update person_title Yuan Zhang: Client Associate => Associate; Tax Associate |
| 2022-07-28 |
insert person Max Pflugrad |
| 2022-06-26 |
delete source_ip 151.101.62.132 |
| 2022-06-26 |
insert source_ip 151.101.18.132 |
| 2022-05-25 |
insert person Parker Gray |
| 2022-04-24 |
delete source_ip 151.101.18.132 |
| 2022-04-24 |
insert index_pages_linkeddomain flipsnack.com |
| 2022-04-24 |
insert source_ip 151.101.62.132 |
| 2022-03-24 |
delete otherexecutives Meghan Manas |
| 2022-03-24 |
update person_description Meghan Manas => Meghan Manas |
| 2022-03-24 |
update person_title Eve Kennedy: Senior Client Associate; Member of Our Client Service Team => Certified Elder Planning Specialist; Member of Our Client Service Team |
| 2022-03-24 |
update person_title Meghan Manas: Member of the Executive Management Team; Executive Manager; Director of Client Services => CEPS - Director of Client Services, & Executive Manager; Member of the Executive Management Team |
| 2021-09-13 |
delete source_ip 151.101.62.132 |
| 2021-09-13 |
insert person Michael W. Kilduff |
| 2021-09-13 |
insert source_ip 151.101.18.132 |
| 2021-09-13 |
update person_title Cortney Caronna: Client Associate => Marketing Associate |
| 2021-09-13 |
update person_title Meghan Manas: Member of the Executive Management Team; Executive Manager; Director of Client Services, Executive Manager, Notary Public; Director of Client Services => Member of the Executive Management Team; Executive Manager; Director of Client Services |
| 2021-06-11 |
delete source_ip 192.81.133.151 |
| 2021-06-11 |
insert source_ip 151.101.62.132 |
| 2021-04-17 |
insert person Samantha Carpenter |
| 2021-04-17 |
insert person Tyler Cunningham |
| 2021-01-22 |
update person_description Ann Garczynski => Ann Garczynski |
| 2021-01-22 |
update person_title Cortney Caronna: Client Service Associate => Client Associate |
| 2021-01-22 |
update person_title Eve Kennedy: Member of Our Client Service Team; Client Service Associate => Senior Client Associate; Member of Our Client Service Team |
| 2021-01-22 |
update person_title Joseph Manfredi: Chief Operating Officer; Chief Operating Officer and Senior Portfolio Manager of Baltimore - Washington Financial Advisors, Inc; Member of the Asset Management Team; Senior Portfolio Manager; Member of the Executive Management Team; Executive Manager => Chief Operating Officer; Chief Operating Officer of Baltimore - Washington Financial Advisors, Inc; Member of the Asset Management Team; Senior Portfolio Manager; Member of the Executive Management Team; Executive Manager |
| 2021-01-22 |
update person_title Raechelle Norton: Client Service Associate => Client Associate |
| 2021-01-22 |
update person_title Yuan Zhang: Client Service Associate => Client Associate |
| 2020-06-18 |
update person_title Matthew Smiler: in 2019 As a Tax Advisor and Financial Planner; Tax Advisor => Tax Advisor, Associate Financial Planner; in 2019 As a Tax Advisor and Financial Planner |
| 2020-04-19 |
update person_description Joseph DePatie => Joseph DePatie |
| 2020-03-19 |
insert career_pages_linkeddomain smartsheet.com |
| 2020-03-19 |
insert index_pages_linkeddomain smartsheet.com |
| 2020-03-19 |
insert management_pages_linkeddomain smartsheet.com |
| 2020-03-19 |
update person_description Cortney Caronna => Cortney Caronna |
| 2020-03-19 |
update person_description Joseph DePatie => Joseph DePatie |
| 2020-03-19 |
update person_description Tyler Kluge => Tyler Kluge |
| 2020-03-19 |
update person_title Sandy Hornor: Director of Wealth Management, & Executive Manager; Member of the Executive Management Team => null |
| 2020-02-18 |
update person_title Yuan Zhang: Client Associate => Client Service Associate |
| 2020-01-18 |
insert person Lawrence M. Post |
| 2020-01-18 |
insert person Yuan Zhang |
| 2019-12-17 |
delete person Rachel Duncan |
| 2019-12-17 |
insert person Brian Murray |
| 2019-11-17 |
delete person Amy G. Cudia |
| 2019-11-17 |
delete person James D. Burgess |
| 2019-11-17 |
delete person Shawn Mathews |
| 2019-09-16 |
insert person Matthew Smiler |
| 2019-06-17 |
insert person Cortney Caronna |
| 2019-06-17 |
insert person Raechelle Norton |
| 2019-06-17 |
update website_status DomainNotFound => OK |
| 2019-05-17 |
update website_status OK => DomainNotFound |
| 2019-03-06 |
update person_title Tyler Kluge: Senior Client Associate => CFP® Associate Financial Planner; Associate Financial Planner |
| 2018-12-28 |
delete person Rob Williams |
| 2018-12-28 |
insert person Amy G. Cudia |
| 2018-12-28 |
update person_title Joseph A. Caputo: Chief Information Officer; Associate Portfolio Manager; Executive Manager; Member of the Executive Management Team; Portfolio Manager => Chief Information Officer; Associate Portfolio Manager; CFP® - Portfolio Manager, Chief Information Officer, & Executive Manager; Member of the Executive Management Team; Executive Manager; Portfolio Manager |
| 2018-12-28 |
update person_title Sandy Hornor: Member of the Executive Management Team; Director of Wealth Management => Director of Wealth Management, & Executive Manager; Member of the Executive Management Team |
| 2018-07-26 |
insert contact_pages_linkeddomain smartsheet.com |
| 2018-01-22 |
insert person Ana Welborn |
| 2018-01-22 |
update person_description Tyler Kluge => Tyler Kluge |
| 2018-01-22 |
update person_title Joseph DePatie: Client Associate => Senior Client Associate |
| 2018-01-22 |
update person_title Tyler Kluge: Client Services Intern => Senior Client Associate |
| 2017-10-08 |
delete person Hannah Larsen |
| 2017-10-08 |
insert person Ann Garczynski |
| 2017-10-08 |
insert person Eve Kennedy |
| 2017-10-08 |
insert person Rachel Duncan |
| 2017-10-08 |
insert person Shawn Mathews |
| 2017-10-08 |
update person_title James D. Burgess: Tax Manager => Tax Consultant |
| 2017-10-08 |
update person_title Lex Ruygrok: Tax Manager => Tax Consultant |
| 2017-06-29 |
update website_status FlippedRobots => OK |
| 2017-06-29 |
delete source_ip 50.56.84.214 |
| 2017-06-29 |
insert source_ip 192.81.133.151 |
| 2017-05-21 |
update website_status OK => FlippedRobots |
| 2017-03-22 |
update person_description Chris Kelly => Chris Kelly |
| 2017-02-03 |
delete person Jake Birdsong |
| 2017-02-03 |
delete person Susan J. Horne |
| 2017-02-03 |
insert person Hannah Larsen |
| 2017-02-03 |
insert person Tyler Kluge |
| 2017-01-06 |
insert person Zachary R. Holbrook |
| 2016-11-20 |
delete person Philip H. Weiss |
| 2016-09-25 |
delete person Brenda Gruber |
| 2016-09-25 |
insert person Joseph DePatie |
| 2016-09-25 |
insert person Susan J. Horne |
| 2016-08-28 |
update person_description Meghan Manas => Meghan Manas |
| 2016-07-03 |
insert coo Joseph Manfredi |
| 2016-07-03 |
delete person Allison Gowallis |
| 2016-07-03 |
delete person Benjamin Dorsey |
| 2016-07-03 |
delete person Jim Edwards |
| 2016-07-03 |
delete person Michael LaViña |
| 2016-07-03 |
delete person Robert F. Ray |
| 2016-07-03 |
insert person Brenda Gruber |
| 2016-07-03 |
insert person Cielle Jacobs |
| 2016-07-03 |
insert person James D. Burgess |
| 2016-07-03 |
insert person Joseph Manfredi |
| 2016-07-03 |
insert person Lex Ruygrok |
| 2016-07-03 |
insert person Sandy Hornor |
| 2016-07-03 |
insert person Townsend Hornor |
| 2016-07-03 |
update person_description Joseph A. Caputo => Joseph A. Caputo |
| 2016-07-03 |
update person_description Rob Williams => Rob Williams |
| 2016-07-03 |
update person_title Jake Birdsong: HRIS & Project Leader; Operations Assistant => Operations Assistant; HRIS & Project Associate |
| 2016-07-03 |
update person_title Susan Bailey: Compliance Associate => Client Associate |
| 2015-02-23 |
insert otherexecutives Meghan Manas |
| 2015-02-23 |
update person_title Jake Birdsong: Project Leader; Operations Assistant => HRIS & Project Leader; Operations Assistant |
| 2015-02-23 |
update person_title Meghan Manas: Office Manager => Director of Client Services |
| 2015-02-23 |
update person_title Susan Bailey: Project Leader => Compliance Associate |
| 2015-02-23 |
update person_title Susan Kelley: Executive Tax Assistant => Payroll & Tax Associate |
| 2014-11-14 |
delete person Bob Cassel |
| 2014-11-14 |
delete person Kavita Verma |
| 2014-11-14 |
insert about_pages_linkeddomain sharefile.com |
| 2014-11-14 |
insert contact_pages_linkeddomain sharefile.com |
| 2014-11-14 |
insert directions_pages_linkeddomain sharefile.com |
| 2014-11-14 |
insert index_pages_linkeddomain sharefile.com |
| 2014-11-14 |
insert management_pages_linkeddomain sharefile.com |
| 2014-11-14 |
insert service_pages_linkeddomain irs.gov |
| 2014-11-14 |
insert service_pages_linkeddomain sharefile.com |
| 2014-11-14 |
insert solution_pages_linkeddomain sharefile.com |
| 2014-11-14 |
insert terms_pages_linkeddomain sharefile.com |
| 2014-11-14 |
update person_description Jacob Birdsong => Jake Birdsong |
| 2014-11-14 |
update person_description Mark Stinson => Mark Stinson |
| 2014-11-14 |
update person_description Susan Bailey => Susan Bailey |
| 2014-05-26 |
delete about_pages_linkeddomain learnthebucketplan.com |
| 2014-05-26 |
delete contact_pages_linkeddomain learnthebucketplan.com |
| 2014-05-26 |
delete directions_pages_linkeddomain learnthebucketplan.com |
| 2014-05-26 |
delete index_pages_linkeddomain learnthebucketplan.com |
| 2014-05-26 |
delete management_pages_linkeddomain learnthebucketplan.com |
| 2014-05-26 |
delete service_pages_linkeddomain learnthebucketplan.com |
| 2014-05-26 |
delete solution_pages_linkeddomain learnthebucketplan.com |
| 2014-05-26 |
delete terms_pages_linkeddomain learnthebucketplan.com |
| 2014-04-15 |
update person_title Chris Kelly: CFP; in 2009 As an Investment Manager and Advisor => in 2009 As an Investment Manager and Advisor; CFP®, CPA, M.Accy |
| 2014-03-10 |
insert solution_pages_linkeddomain learnthebucketplan.com |
| 2014-02-07 |
delete solution_pages_linkeddomain learnthebucketplan.com |
| 2014-02-07 |
update person_description Bob Cassel => Bob Cassel |
| 2014-02-07 |
update person_description Joseph Hill => Joseph Hill |
| 2014-01-10 |
delete person William Sasser |
| 2014-01-10 |
delete solution_pages_linkeddomain youtube-nocookie.com |
| 2014-01-10 |
insert person Allison Gowallis |
| 2014-01-10 |
insert person Benjamin Dorsey |
| 2014-01-10 |
update person_description Bob Cassel => Bob Cassel |
| 2014-01-10 |
update person_description Rob Williams => Rob Williams |
| 2013-12-13 |
insert person Kavita Verma |
| 2013-12-13 |
update person_title Brian MacMillan: Business Services Manager; Consultant => Business Services Manager; Consultant; Managing Director M & a |
| 2013-12-13 |
update person_title Jim Edwards: null => Portfolio Manager |
| 2013-11-15 |
insert person Jim Edwards CFP |
| 2013-09-18 |
insert person Michael K. LaViña |
| 2013-09-18 |
update person_title Joseph Caputo: Chief Information Officer => Chief Information Officer; Associate Portfolio Manager |
| 2013-09-18 |
update person_title Meghan Manas: Sales and Marketing Associate => Office Manager |
| 2013-08-19 |
delete person Daniel Phelan |
| 2013-08-19 |
delete person Richard Nguyen |
| 2013-08-19 |
update person_title Tanya Blakely: Investments Operations Manager => Investment Operations Manager |
| 2013-07-09 |
insert person Brian MacMillan |
| 2013-07-09 |
insert person Philip H. Weiss |
| 2013-05-07 |
delete otherexecutives Joseph Caputo |
| 2013-05-07 |
insert cio Joseph Caputo |
| 2013-05-07 |
update person_title Joseph Caputo: Chief Investment Officer => Chief Information Officer |
| 2013-04-12 |
delete cio Joseph Caputo |
| 2013-04-12 |
insert otherexecutives Joseph Caputo |
| 2013-04-12 |
insert person Thad Ismart |
| 2013-04-12 |
update person_description Joseph Hill => Joseph Hill |
| 2013-04-12 |
update person_title Bailey Topper: null => Marketing Associate |
| 2013-04-12 |
update person_title Joseph Caputo: Chief Information Officer; Associate Portfolio Manager => Chief Investment Officer |
| 2013-04-12 |
update person_title Richard Nguyen: Wealth Management Assistant => null |
| 2013-04-12 |
update person_title Sue Kelley: Tax Executive Assistant => Executive Tax Assistant |
| 2013-04-12 |
update person_title Tanya Blakely: Investment Operations Manager => Investments Operations Manager |
| 2013-04-12 |
update person_title William Sasser: Wealth Management Assistant => null |
| 2013-03-04 |
insert person Bailey Topper |
| 2013-03-04 |
insert person Joseph Hill |
| 2013-03-04 |
insert person Sharolyn Hockey |