| Date | Description |
|---|
| 2024-04-12 |
insert otherexecutives Morgan Mosher |
| 2024-04-12 |
insert email jo..@charteroakcm.com |
| 2024-04-12 |
insert person John Wilson |
| 2024-04-12 |
insert person Morgan Mosher |
| 2024-03-12 |
delete address One Monument Square, Suite 502
Portland, ME 04101 |
| 2023-09-20 |
insert email ju..@charteroakcm.com |
| 2023-09-20 |
insert person Julie Whitehouse |
| 2023-08-18 |
delete general_emails in..@charteroakcm.com |
| 2023-08-18 |
delete email in..@charteroakcm.com |
| 2023-01-24 |
update person_title Michelle Webber: Data Analyst => Data Analyst; Analytics Manager |
| 2022-11-21 |
insert email ja..@charteroakcm.com |
| 2022-10-20 |
insert email sg..@charteroakcm.com |
| 2022-10-20 |
insert person Susan Grant |
| 2022-09-19 |
delete otherexecutives Anna Pereira |
| 2022-09-19 |
delete email an..@charteroakcm.com |
| 2022-09-19 |
delete person Anna Pereira |
| 2022-08-17 |
delete address 68 Main Street, Suite 3
Kennebunk, ME 04043 |
| 2022-08-17 |
delete email kr..@charteroakcm.com |
| 2022-08-17 |
delete person Kristi Maciejewski |
| 2022-08-17 |
insert address 62 Portland Road, Suite 37
Kennebunk, ME 04043 |
| 2022-08-17 |
insert address 62 Portland Road, Suite 37, Kennebunk ME |
| 2022-03-16 |
delete email da..@charteroakcm.com |
| 2022-03-16 |
delete person Darci Petrov |
| 2022-03-16 |
insert email kr..@charteroakcm.com |
| 2022-03-16 |
insert person Kristi Maciejewski |
| 2021-08-31 |
update person_title Cathy Towle: Senior Client Service Associate => Client Service Manager |
| 2021-05-26 |
insert management_pages_linkeddomain momcollective.com |
| 2021-01-14 |
insert email ta..@charteroakcm.com |
| 2021-01-14 |
insert person Taylor Auty |
| 2021-01-14 |
update person_description Susan Ross-Wentworth => Susan Ross-Wentworth |
| 2020-10-07 |
delete email la..@charteroakcm.com |
| 2020-10-07 |
delete person Laurie Lazar |
| 2020-10-07 |
insert email je..@charteroakcm.com |
| 2020-10-07 |
insert person Jessica Kreger |
| 2020-04-03 |
delete email ma..@charteroakcm.com |
| 2020-04-03 |
delete person BeeJay Gallant |
| 2020-04-03 |
delete person Maghan Lusk |
| 2020-04-03 |
insert person Bee Jay Gallant |
| 2020-04-03 |
update person_title Katy Carr: Associate; Member of the Firm; Financial Advisor => Member of the Firm |
| 2020-04-03 |
update person_title Todd Cesca: Partner - Senior Financial Advisor; Member of the Firm; Vice Chair => Member of the Firm; Vice Chair |
| 2020-03-04 |
insert fax (866) 289-0903 |
| 2020-03-04 |
update person_description Jeffrey Troiano => Jeffrey Troiano |
| 2020-02-02 |
delete source_ip 76.74.156.165 |
| 2020-02-02 |
insert source_ip 18.209.242.7 |
| 2020-02-02 |
insert source_ip 3.88.95.32 |
| 2020-01-02 |
insert index_pages_linkeddomain tamaracinc.com |
| 2019-12-03 |
delete index_pages_linkeddomain tamaracinc.com |
| 2019-12-03 |
delete partner_pages_linkeddomain tamaracinc.com |
| 2019-04-02 |
delete email da..@charteroakcm.com |
| 2019-04-02 |
delete email ma..@charteroakcm.com |
| 2019-04-02 |
delete email ro..@charteroakcm.com |
| 2019-04-02 |
delete person David Riccio |
| 2019-04-02 |
delete person Mary Hawko |
| 2019-04-02 |
delete person Robert Vail |
| 2019-04-02 |
delete person W. P. Carey |
| 2019-02-18 |
delete address 121 Middle Street, Portland, Maine |
| 2019-02-18 |
delete address 121 Middle Street, Suite 400
Portland, ME 04101 |
| 2019-02-18 |
insert address One Monument Square, Suite 502
Portland, ME 04101 |
| 2019-02-18 |
insert partner_pages_linkeddomain tamaracinc.com |
| 2019-02-18 |
update person_title Emma Bean: Associate; Member of the Firm 's Investment Policy Committee; Financial Advisor; CFP® Associate Financial Advisor => Associate; Member of the Firm 's Investment Policy Committee; CFP® Financial Advisor; Financial Advisor |
| 2019-02-18 |
update person_title Katy Carr: Relationship Manager; Financial Advisor => Associate; Relationship Manager; Financial Advisor |
| 2019-02-18 |
update primary_contact 121 Middle Street, Suite 400
Portland, ME 04101 => One Monument Square, Suite 502
Portland, ME 04101 |
| 2019-01-03 |
delete partner_pages_linkeddomain tamaracinc.com |
| 2019-01-03 |
insert email al..@charteroakcm.com |
| 2019-01-03 |
insert email da..@charteroakcm.com |
| 2019-01-03 |
insert email la..@charteroakcm.com |
| 2019-01-03 |
insert person Alicia Chiamulera |
| 2019-01-03 |
insert person Darci Petrov |
| 2019-01-03 |
insert person Laurie Lazar |
| 2019-01-03 |
update person_title Cathy Towle: Client Service Associate => Senior Client Service Associate; Client Service Associate |
| 2019-01-03 |
update person_title Maghan Lusk: Administrative Associate => Administrative Associate; Assistant Office Manager |
| 2019-01-03 |
update person_title Marny Swindell: Client Service Associate => Senior Client Service Associate; Client Service Associate |
| 2019-01-03 |
update person_title Rocco Spizuoco: Data Reconciliation Manager => Associate; Portfolio Analyst; Data Reconciliation Manager |
| 2019-01-03 |
update person_title Susan Ross-Wentworth: Technology Coordinator => Technology Coordinator; Technology Manager |
| 2018-04-24 |
insert general_emails in..@charteroakcm.com |
| 2018-04-24 |
insert otherexecutives Anna Pereira |
| 2018-04-24 |
insert email an..@charteroakcm.com |
| 2018-04-24 |
insert email in..@charteroakcm.com |
| 2018-04-24 |
insert email ro..@charteroakcm.com |
| 2018-04-24 |
insert person Anna Pereira |
| 2018-04-24 |
insert person Rocco Spizuoco |
| 2017-10-07 |
insert email ma..@charteroakcm.com |
| 2017-10-07 |
insert email vi..@charteroakcm.com |
| 2017-10-07 |
insert person Maghan Lusk |
| 2017-10-07 |
insert person Virginia Skevington |
| 2017-05-31 |
update person_title Emma Bean: Associate; Member of the Firm 's Investment Policy Committee; Financial Advisor => Associate; Member of the Firm 's Investment Policy Committee; Financial Advisor; CFP® Associate Financial Advisor |
| 2017-01-30 |
delete partner Strafford Rivers Conservancy, Inc. |
| 2017-01-30 |
insert contact_pages_linkeddomain google.com |
| 2017-01-30 |
insert person Bee Jay |
| 2017-01-30 |
update person_description Emma Bean => Emma Bean |
| 2017-01-30 |
update person_description Jeffrey S. Troiano => Jeffrey S. Troiano |
| 2017-01-30 |
update person_description Karen Zaramba => Karen Zaramba |
| 2017-01-30 |
update person_description Katy Carr => Katy Carr |
| 2017-01-30 |
update person_description Lena Wyand => Lena Wyand |
| 2017-01-30 |
update person_description Samuel Reid III => Samuel Reid III |
| 2017-01-30 |
update person_description Todd Cesca => Todd Cesca |
| 2016-08-08 |
delete person Emma Church |
| 2016-08-08 |
insert person Emma Bean |
| 2016-08-08 |
update person_description Todd Cesca => Todd Cesca |
| 2016-07-04 |
delete portfolio_pages_linkeddomain tamaracinc.com |
| 2015-12-03 |
insert email sa..@charteroakcm.com |
| 2015-12-03 |
insert person Emma Church |
| 2015-12-03 |
insert person Sarah Serling |
| 2015-08-17 |
update person_title Karen Zaramba: CFP® Financial Advisor; Financial Advisor; Representative of Purshe Kaplan => Financial Advisor; Representative of Purshe Kaplan; CFP® Partner, Financial Advisor |
| 2015-03-18 |
update person_title Lena Wyand: Financial Advisor; CFP® Partner, Financial Partner; Partner => Financial Advisor; Partner; CFP® Partner, Financial Advisor |
| 2014-12-03 |
update website_status FlippedRobots => OK |
| 2014-12-03 |
delete address 18 Corporate Woods Blvd, Albany, NY 12211 |
| 2014-12-03 |
delete index_pages_linkeddomain finra.org |
| 2014-12-03 |
delete index_pages_linkeddomain sipc.org |
| 2014-12-03 |
delete source_ip 192.185.88.48 |
| 2014-12-03 |
insert source_ip 76.74.156.165 |
| 2014-12-03 |
update robots_txt_status www.charteroakcm.com: 404 => 200 |
| 2014-11-14 |
update website_status OK => FlippedRobots |
| 2013-10-10 |
delete source_ip 70.84.137.66 |
| 2013-10-10 |
insert source_ip 192.185.88.48 |