| Date | Description |
|---|
| 2024-03-23 |
delete ceo James E. Iglewski |
| 2024-03-23 |
insert president James E. Iglewski |
| 2024-03-23 |
delete about_pages_linkeddomain advisorclient.com |
| 2024-03-23 |
delete contact_pages_linkeddomain advisorclient.com |
| 2024-03-23 |
delete index_pages_linkeddomain advisorclient.com |
| 2024-03-23 |
delete management_pages_linkeddomain advisorclient.com |
| 2024-03-23 |
delete person Isabella F. Loughlin |
| 2024-03-23 |
delete person Karen A. Mohn |
| 2024-03-23 |
delete product_pages_linkeddomain advisorclient.com |
| 2024-03-23 |
delete source_ip 35.167.46.132 |
| 2024-03-23 |
delete source_ip 52.36.206.35 |
| 2024-03-23 |
delete source_ip 54.190.224.134 |
| 2024-03-23 |
delete terms_pages_linkeddomain advisorclient.com |
| 2024-03-23 |
insert person Kevin McGraw |
| 2024-03-23 |
insert person Meghan Guercio |
| 2024-03-23 |
insert source_ip 44.232.184.220 |
| 2024-03-23 |
insert source_ip 44.239.246.239 |
| 2024-03-23 |
insert source_ip 52.39.250.232 |
| 2024-03-23 |
update person_description Alexandra C. Pfeifer => Alexandra C. Pfeifer |
| 2024-03-23 |
update person_description Christine K. Keuker => Christine K. Keuker |
| 2024-03-23 |
update person_description David C. Robbins => David C. Robbins |
| 2024-03-23 |
update person_description Jason M. Stronz => Jason M. Stronz |
| 2024-03-23 |
update person_description Jean M. Johansson => Jean M. Johansson |
| 2024-03-23 |
update person_description Karen L. Mudrak => Karen L. Mudrak |
| 2024-03-23 |
update person_description Kathleen T. Anderson => Kathleen T. Anderson |
| 2024-03-23 |
update person_description Nicholas T. Norvell => Nicholas T. Norvell |
| 2024-03-23 |
update person_description Nora C. Schrantz => Nora C. Schrantz |
| 2024-03-23 |
update person_description Pamela M. Rayburn => Pamela M. Rayburn |
| 2024-03-23 |
update person_description Rebecca L. Westervelt AIF => Rebecca L. Westervelt AIF |
| 2024-03-23 |
update person_description Ryan P. Coppola => Ryan P. Coppola |
| 2024-03-23 |
update person_description Ryan T. Hanlon => Ryan T. Hanlon |
| 2024-03-23 |
update person_description Stephen J. Fassel => Stephen J. Fassel |
| 2024-03-23 |
update person_description Steven A. Gattuso => Steven A. Gattuso |
| 2024-03-23 |
update person_description William H. Gurney => William H. Gurney |
| 2024-03-23 |
update person_title James E. Iglewski: Senior Managing Director => President |
| 2024-03-23 |
update person_title Jean M. Johansson: Relationship Manager => Member of the Courier Capital Team |
| 2024-03-23 |
update person_title Pamela M. Rayburn: Client Services Representative => Senior Account Administrator |
| 2023-08-05 |
delete source_ip 44.224.207.158 |
| 2023-08-05 |
delete source_ip 50.112.174.125 |
| 2023-08-05 |
delete source_ip 50.112.195.144 |
| 2023-08-05 |
insert source_ip 35.167.46.132 |
| 2023-08-05 |
insert source_ip 52.36.206.35 |
| 2023-08-05 |
insert source_ip 54.190.224.134 |
| 2023-07-03 |
delete source_ip 35.163.193.103 |
| 2023-07-03 |
delete source_ip 52.36.228.114 |
| 2023-07-03 |
delete source_ip 54.186.68.35 |
| 2023-07-03 |
insert source_ip 44.224.207.158 |
| 2023-07-03 |
insert source_ip 50.112.174.125 |
| 2023-07-03 |
insert source_ip 50.112.195.144 |
| 2023-07-03 |
update person_title Karen A. Mohn: Senior Compliance Manager => Chief Compliance Officer |
| 2023-05-31 |
delete evp Stephen R. Robshaw |
| 2023-05-31 |
insert ceo James E. Iglewski |
| 2023-05-31 |
insert svp Stephen R. Robshaw |
| 2023-05-31 |
delete source_ip 34.209.159.130 |
| 2023-05-31 |
delete source_ip 52.89.47.144 |
| 2023-05-31 |
delete source_ip 54.200.127.97 |
| 2023-05-31 |
insert person Alexandra C. Pfeifer |
| 2023-05-31 |
insert person Christine K. Keuker |
| 2023-05-31 |
insert person David C. Robbins |
| 2023-05-31 |
insert person Heather L. Wisinski |
| 2023-05-31 |
insert person Isabella F. Loughlin |
| 2023-05-31 |
insert person Jean M. Johansson |
| 2023-05-31 |
insert person Karen A. Mohn |
| 2023-05-31 |
insert person Karen L. Mudrak |
| 2023-05-31 |
insert person Kathleen T. Anderson |
| 2023-05-31 |
insert person Nicholas T. Norvell |
| 2023-05-31 |
insert person Nora C. Schrantz |
| 2023-05-31 |
insert person Pamela M. Rayburn |
| 2023-05-31 |
insert person Rebecca L. Westervelt AIF |
| 2023-05-31 |
insert person Ryan P. Coppola |
| 2023-05-31 |
insert person Stephen J. Fassel |
| 2023-05-31 |
insert person Thomas B. Reading |
| 2023-05-31 |
insert source_ip 35.163.193.103 |
| 2023-05-31 |
insert source_ip 52.36.228.114 |
| 2023-05-31 |
insert source_ip 54.186.68.35 |
| 2023-05-31 |
update person_title James E. Iglewski: null => Senior Managing Director |
| 2023-05-31 |
update person_title Jason M. Stronz: Executive Vice President & Sr. Portfolio Manager => Senior Managing Director - Institutional Services |
| 2023-05-31 |
update person_title Ryan T. Hanlon: null => Portfolio Manager |
| 2023-05-31 |
update person_title Stephen R. Robshaw: Executive Vice President => Senior Vice President; Senior Portfolio Manager |
| 2023-05-31 |
update person_title William H. Gurney: Executive Vice - President; Director => Senior Portfolio Manager; Executive Vice - President; Director |
| 2023-04-17 |
delete source_ip 34.215.48.124 |
| 2023-04-17 |
delete source_ip 35.161.167.97 |
| 2023-04-17 |
delete source_ip 54.148.99.215 |
| 2023-04-17 |
insert source_ip 34.209.159.130 |
| 2023-04-17 |
insert source_ip 52.89.47.144 |
| 2023-04-17 |
insert source_ip 54.200.127.97 |
| 2023-03-16 |
delete source_ip 34.208.131.33 |
| 2023-03-16 |
delete source_ip 34.216.26.160 |
| 2023-03-16 |
insert source_ip 35.161.167.97 |
| 2023-03-16 |
insert source_ip 54.148.99.215 |
| 2023-02-13 |
delete source_ip 52.89.237.53 |
| 2023-02-13 |
delete source_ip 54.185.57.109 |
| 2023-02-13 |
insert about_pages_linkeddomain advisorclient.com |
| 2023-02-13 |
insert about_pages_linkeddomain emaplan.com |
| 2023-02-13 |
insert about_pages_linkeddomain schwab.com |
| 2023-02-13 |
insert contact_pages_linkeddomain advisorclient.com |
| 2023-02-13 |
insert contact_pages_linkeddomain emaplan.com |
| 2023-02-13 |
insert contact_pages_linkeddomain schwab.com |
| 2023-02-13 |
insert index_pages_linkeddomain advisorclient.com |
| 2023-02-13 |
insert index_pages_linkeddomain emaplan.com |
| 2023-02-13 |
insert index_pages_linkeddomain schwab.com |
| 2023-02-13 |
insert management_pages_linkeddomain advisorclient.com |
| 2023-02-13 |
insert management_pages_linkeddomain emaplan.com |
| 2023-02-13 |
insert management_pages_linkeddomain schwab.com |
| 2023-02-13 |
insert person James E. Iglewski |
| 2023-02-13 |
insert product_pages_linkeddomain advisorclient.com |
| 2023-02-13 |
insert product_pages_linkeddomain emaplan.com |
| 2023-02-13 |
insert product_pages_linkeddomain schwab.com |
| 2023-02-13 |
insert source_ip 34.208.131.33 |
| 2023-02-13 |
insert source_ip 34.215.48.124 |
| 2023-02-13 |
insert terms_pages_linkeddomain advisorclient.com |
| 2023-02-13 |
insert terms_pages_linkeddomain emaplan.com |
| 2023-02-13 |
insert terms_pages_linkeddomain schwab.com |
| 2023-01-12 |
delete source_ip 35.161.248.195 |
| 2023-01-12 |
delete source_ip 44.240.151.79 |
| 2023-01-12 |
delete source_ip 52.40.154.3 |
| 2023-01-12 |
insert source_ip 34.216.26.160 |
| 2023-01-12 |
insert source_ip 52.89.237.53 |
| 2023-01-12 |
insert source_ip 54.185.57.109 |
| 2022-12-11 |
delete source_ip 35.162.2.80 |
| 2022-12-11 |
delete source_ip 44.239.22.209 |
| 2022-12-11 |
delete source_ip 54.184.251.48 |
| 2022-12-11 |
insert source_ip 35.161.248.195 |
| 2022-12-11 |
insert source_ip 44.240.151.79 |
| 2022-12-11 |
insert source_ip 52.40.154.3 |
| 2022-11-10 |
delete source_ip 54.186.203.88 |
| 2022-11-10 |
insert source_ip 54.184.251.48 |
| 2022-10-09 |
delete source_ip 54.187.99.44 |
| 2022-10-09 |
insert source_ip 54.186.203.88 |
| 2022-09-08 |
delete source_ip 34.215.241.197 |
| 2022-09-08 |
delete source_ip 52.41.88.94 |
| 2022-09-08 |
delete source_ip 52.89.176.52 |
| 2022-09-08 |
insert source_ip 35.162.2.80 |
| 2022-09-08 |
insert source_ip 44.239.22.209 |
| 2022-09-08 |
insert source_ip 54.187.99.44 |
| 2022-08-09 |
delete source_ip 34.223.175.87 |
| 2022-08-09 |
delete source_ip 52.41.33.88 |
| 2022-08-09 |
delete source_ip 54.186.130.171 |
| 2022-08-09 |
insert source_ip 34.215.241.197 |
| 2022-08-09 |
insert source_ip 52.41.88.94 |
| 2022-08-09 |
insert source_ip 52.89.176.52 |
| 2022-07-09 |
delete source_ip 35.80.106.131 |
| 2022-07-09 |
delete source_ip 52.40.121.165 |
| 2022-07-09 |
delete source_ip 54.148.229.143 |
| 2022-07-09 |
insert source_ip 34.223.175.87 |
| 2022-07-09 |
insert source_ip 52.41.33.88 |
| 2022-07-09 |
insert source_ip 54.186.130.171 |
| 2022-06-08 |
delete source_ip 35.163.17.173 |
| 2022-06-08 |
delete source_ip 44.236.81.186 |
| 2022-06-08 |
delete source_ip 44.241.8.58 |
| 2022-06-08 |
insert source_ip 35.80.106.131 |
| 2022-06-08 |
insert source_ip 52.40.121.165 |
| 2022-06-08 |
insert source_ip 54.148.229.143 |
| 2022-06-08 |
update person_title Jason Stronz: Portfolio Manager => Executive Vice President & Sr. Portfolio Manager |
| 2022-05-09 |
delete source_ip 34.223.146.202 |
| 2022-05-09 |
delete source_ip 52.37.21.110 |
| 2022-05-09 |
delete source_ip 54.188.227.137 |
| 2022-05-09 |
insert source_ip 35.163.17.173 |
| 2022-05-09 |
insert source_ip 44.236.81.186 |
| 2022-05-09 |
insert source_ip 44.241.8.58 |
| 2022-04-08 |
delete source_ip 34.213.134.135 |
| 2022-04-08 |
delete source_ip 52.89.232.121 |
| 2022-04-08 |
delete source_ip 54.186.20.140 |
| 2022-04-08 |
insert source_ip 34.223.146.202 |
| 2022-04-08 |
insert source_ip 52.37.21.110 |
| 2022-04-08 |
insert source_ip 54.188.227.137 |
| 2022-03-09 |
delete source_ip 34.208.137.95 |
| 2022-03-09 |
delete source_ip 44.233.45.45 |
| 2022-03-09 |
delete source_ip 52.37.88.18 |
| 2022-03-09 |
insert source_ip 34.213.134.135 |
| 2022-03-09 |
insert source_ip 52.89.232.121 |
| 2022-03-09 |
insert source_ip 54.186.20.140 |
| 2021-12-09 |
delete evp James P. Julian |
| 2021-12-09 |
delete person James P. Julian |
| 2021-12-09 |
delete source_ip 44.234.219.51 |
| 2021-12-09 |
delete source_ip 52.37.160.252 |
| 2021-12-09 |
insert source_ip 44.233.45.45 |
| 2021-12-09 |
insert source_ip 52.37.88.18 |
| 2021-09-14 |
delete phone 716-633-6555 |
| 2021-09-14 |
delete source_ip 35.81.156.164 |
| 2021-09-14 |
insert source_ip 44.234.219.51 |
| 2021-08-11 |
delete source_ip 35.160.81.38 |
| 2021-08-11 |
insert source_ip 52.37.160.252 |
| 2021-07-11 |
delete source_ip 35.166.146.41 |
| 2021-07-11 |
delete source_ip 44.238.78.65 |
| 2021-07-11 |
insert source_ip 34.208.137.95 |
| 2021-07-11 |
insert source_ip 35.81.156.164 |
| 2021-06-09 |
delete source_ip 34.218.155.157 |
| 2021-06-09 |
delete source_ip 52.36.159.214 |
| 2021-06-09 |
delete source_ip 52.43.83.103 |
| 2021-06-09 |
insert source_ip 35.160.81.38 |
| 2021-06-09 |
insert source_ip 35.166.146.41 |
| 2021-06-09 |
insert source_ip 44.238.78.65 |
| 2021-04-15 |
delete evp Randy M. Ordines |
| 2021-04-15 |
delete person Randy M. Ordines |
| 2021-04-15 |
delete source_ip 35.166.50.210 |
| 2021-04-15 |
delete source_ip 44.232.108.96 |
| 2021-04-15 |
delete source_ip 54.149.67.239 |
| 2021-04-15 |
insert source_ip 34.218.155.157 |
| 2021-04-15 |
insert source_ip 52.36.159.214 |
| 2021-04-15 |
insert source_ip 52.43.83.103 |
| 2021-02-21 |
delete source_ip 35.165.19.7 |
| 2021-02-21 |
delete source_ip 52.39.68.1 |
| 2021-02-21 |
delete source_ip 54.149.104.213 |
| 2021-02-21 |
insert source_ip 35.166.50.210 |
| 2021-02-21 |
insert source_ip 44.232.108.96 |
| 2021-02-21 |
insert source_ip 54.149.67.239 |
| 2021-02-21 |
update person_description Jason Stronz => Jason Stronz |
| 2021-01-20 |
delete source_ip 52.32.213.85 |
| 2021-01-20 |
delete source_ip 52.89.62.12 |
| 2021-01-20 |
delete source_ip 54.68.92.184 |
| 2021-01-20 |
insert source_ip 35.165.19.7 |
| 2021-01-20 |
insert source_ip 52.39.68.1 |
| 2021-01-20 |
insert source_ip 54.149.104.213 |
| 2020-08-07 |
delete source_ip 35.164.148.176 |
| 2020-08-07 |
delete source_ip 44.228.56.60 |
| 2020-08-07 |
delete source_ip 52.88.247.82 |
| 2020-08-07 |
insert source_ip 52.32.213.85 |
| 2020-08-07 |
insert source_ip 52.89.62.12 |
| 2020-08-07 |
insert source_ip 54.68.92.184 |
| 2020-05-09 |
delete source_ip 35.161.169.126 |
| 2020-05-09 |
delete source_ip 44.228.135.130 |
| 2020-05-09 |
delete source_ip 52.13.101.154 |
| 2020-05-09 |
insert source_ip 35.164.148.176 |
| 2020-05-09 |
insert source_ip 44.228.56.60 |
| 2020-05-09 |
insert source_ip 52.88.247.82 |
| 2020-04-08 |
delete address 6255 Sheridan Dr #400,
Williamsville, NY 14221 |
| 2020-04-08 |
delete source_ip 34.213.110.12 |
| 2020-04-08 |
delete source_ip 50.112.138.13 |
| 2020-04-08 |
delete source_ip 52.41.218.75 |
| 2020-04-08 |
insert source_ip 35.161.169.126 |
| 2020-04-08 |
insert source_ip 44.228.135.130 |
| 2020-04-08 |
insert source_ip 52.13.101.154 |
| 2020-03-09 |
delete source_ip 35.164.214.123 |
| 2020-03-09 |
delete source_ip 52.41.212.175 |
| 2020-03-09 |
delete source_ip 54.190.228.81 |
| 2020-03-09 |
insert source_ip 34.213.110.12 |
| 2020-03-09 |
insert source_ip 50.112.138.13 |
| 2020-03-09 |
insert source_ip 52.41.218.75 |
| 2020-02-08 |
delete source_ip 35.161.87.90 |
| 2020-02-08 |
delete source_ip 52.36.59.74 |
| 2020-02-08 |
delete source_ip 54.68.160.54 |
| 2020-02-08 |
insert source_ip 35.164.214.123 |
| 2020-02-08 |
insert source_ip 52.41.212.175 |
| 2020-02-08 |
insert source_ip 54.190.228.81 |
| 2019-12-08 |
delete source_ip 100.20.36.162 |
| 2019-12-08 |
delete source_ip 34.223.151.80 |
| 2019-12-08 |
delete source_ip 52.39.200.44 |
| 2019-12-08 |
insert source_ip 35.161.87.90 |
| 2019-12-08 |
insert source_ip 52.36.59.74 |
| 2019-12-08 |
insert source_ip 54.68.160.54 |
| 2019-11-07 |
delete source_ip 52.11.20.102 |
| 2019-11-07 |
insert source_ip 100.20.36.162 |
| 2019-10-08 |
delete source_ip 34.213.136.49 |
| 2019-10-08 |
delete source_ip 52.42.177.223 |
| 2019-10-08 |
delete source_ip 54.149.152.208 |
| 2019-10-08 |
insert source_ip 34.223.151.80 |
| 2019-10-08 |
insert source_ip 52.11.20.102 |
| 2019-10-08 |
insert source_ip 52.39.200.44 |
| 2019-09-08 |
delete source_ip 34.216.184.110 |
| 2019-09-08 |
delete source_ip 52.32.38.75 |
| 2019-09-08 |
delete source_ip 52.38.134.162 |
| 2019-09-08 |
insert source_ip 34.213.136.49 |
| 2019-09-08 |
insert source_ip 52.42.177.223 |
| 2019-09-08 |
insert source_ip 54.149.152.208 |
| 2019-08-08 |
delete source_ip 35.160.249.62 |
| 2019-08-08 |
delete source_ip 50.112.147.167 |
| 2019-08-08 |
delete source_ip 52.41.204.73 |
| 2019-08-08 |
insert source_ip 34.216.184.110 |
| 2019-08-08 |
insert source_ip 52.32.38.75 |
| 2019-08-08 |
insert source_ip 52.38.134.162 |
| 2019-07-09 |
delete source_ip 52.26.111.72 |
| 2019-07-09 |
delete source_ip 52.26.119.220 |
| 2019-07-09 |
delete source_ip 54.201.210.96 |
| 2019-07-09 |
insert source_ip 35.160.249.62 |
| 2019-07-09 |
insert source_ip 50.112.147.167 |
| 2019-07-09 |
insert source_ip 52.41.204.73 |
| 2019-06-08 |
delete source_ip 34.223.234.251 |
| 2019-06-08 |
delete source_ip 35.164.67.93 |
| 2019-06-08 |
delete source_ip 52.33.180.48 |
| 2019-06-08 |
insert source_ip 52.26.111.72 |
| 2019-06-08 |
insert source_ip 52.26.119.220 |
| 2019-06-08 |
insert source_ip 54.201.210.96 |
| 2019-03-02 |
delete source_ip 34.216.208.138 |
| 2019-03-02 |
delete source_ip 35.162.56.194 |
| 2019-03-02 |
delete source_ip 52.11.12.134 |
| 2019-03-02 |
insert source_ip 34.223.234.251 |
| 2019-03-02 |
insert source_ip 35.164.67.93 |
| 2019-03-02 |
insert source_ip 52.33.180.48 |
| 2019-01-28 |
delete source_ip 54.68.226.137 |
| 2019-01-28 |
insert source_ip 34.216.208.138 |
| 2018-12-24 |
delete source_ip 35.160.222.53 |
| 2018-12-24 |
delete source_ip 52.39.140.62 |
| 2018-12-24 |
delete source_ip 52.88.175.140 |
| 2018-12-24 |
insert source_ip 35.162.56.194 |
| 2018-12-24 |
insert source_ip 52.11.12.134 |
| 2018-12-24 |
insert source_ip 54.68.226.137 |
| 2018-07-15 |
delete source_ip 52.43.63.62 |
| 2018-07-15 |
delete source_ip 54.186.162.9 |
| 2018-07-15 |
delete source_ip 54.213.183.81 |
| 2018-07-15 |
insert source_ip 35.160.222.53 |
| 2018-07-15 |
insert source_ip 52.39.140.62 |
| 2018-07-15 |
insert source_ip 52.88.175.140 |
| 2018-04-08 |
delete source_ip 35.166.89.94 |
| 2018-04-08 |
delete source_ip 54.191.201.188 |
| 2018-04-08 |
insert about_pages_linkeddomain finra.org |
| 2018-04-08 |
insert contact_pages_linkeddomain finra.org |
| 2018-04-08 |
insert index_pages_linkeddomain finra.org |
| 2018-04-08 |
insert management_pages_linkeddomain finra.org |
| 2018-04-08 |
insert product_pages_linkeddomain finra.org |
| 2018-04-08 |
insert source_ip 54.186.162.9 |
| 2018-04-08 |
insert source_ip 54.213.183.81 |
| 2018-02-20 |
delete source_ip 52.40.49.53 |
| 2018-02-20 |
insert source_ip 52.43.63.62 |
| 2018-01-09 |
delete source_ip 76.74.156.165 |
| 2018-01-09 |
insert source_ip 35.166.89.94 |
| 2018-01-09 |
insert source_ip 52.40.49.53 |
| 2018-01-09 |
insert source_ip 54.191.201.188 |
| 2017-06-01 |
insert evp Bruce Kaz |
| 2017-06-01 |
insert evp Randy M. Ordines |
| 2017-06-01 |
insert evp William H. Gurney |
| 2017-06-01 |
delete alias Courier Capital Corporation |
| 2017-06-01 |
insert alias Courier Capital LLC |
| 2017-06-01 |
update person_title Bruce Kaz: President and Managing Director, Individual Investment Solutions and Research; Member of Several Area Endowment Boards and Committees => Member of Several Area Endowment Boards and Committees; Executive Vice - President |
| 2017-06-01 |
update person_title Randy M. Ordines: Managing Director, Consulting Services => Executive Vice - President |
| 2017-06-01 |
update person_title William H. Gurney: Managing Director, Fixed Income Research and Management; Director => Executive Vice - President; Director |
| 2014-09-29 |
update website_status FlippedRobots => OK |
| 2014-09-29 |
delete source_ip 69.18.153.50 |
| 2014-09-29 |
insert source_ip 76.74.156.165 |
| 2014-08-03 |
update website_status OK => FlippedRobots |