HARBOR INVESTMENT ADVISORY - History of Changes


DateDescription
2024-03-12 delete otherexecutives Cassie Immelt
2024-03-12 delete otherexecutives Lisa Howard
2024-03-12 delete vp Debbie Cameron
2024-03-12 delete person Cassie Immelt
2024-03-12 delete person Debbie Cameron
2024-03-12 delete source_ip 45.79.158.152
2024-03-12 insert alias Harbor Investment Management, LLC
2024-03-12 insert source_ip 209.251.41.11
2024-03-12 update person_title Lisa Howard: Associate Vice President; Client Relationship Manager => Associate Vice President, Senior Client Relationship Manager
2023-07-15 insert coo Ryan R. Cuomo
2023-07-15 insert otherexecutives Ryan R. Cuomo
2023-07-15 insert person Ryan R. Cuomo
2023-07-15 update person_description Cassie Immelt => Cassie Immelt
2023-03-24 insert index_pages_linkeddomain pershing.com
2023-02-21 insert index_pages_linkeddomain orderroutingdisclosure.com
2023-02-21 insert management_pages_linkeddomain orderroutingdisclosure.com
2023-02-21 insert terms_pages_linkeddomain orderroutingdisclosure.com
2022-11-17 insert otherexecutives Cassie Immelt
2022-11-17 insert person Cassie Immelt
2022-11-17 update person_description Jessie Willinghan => Jessie Willinghan
2022-10-17 delete otherexecutives Craig L. Martin
2022-10-17 delete person Craig L. Martin
2022-09-15 delete person Jane Bennett
2022-07-15 insert person Daniel Baker
2022-05-14 delete otherexecutives Katrina Kunkler
2022-05-14 delete vp Katrina Kunkler
2022-05-14 update person_description Katrina Kunkler => Katrina Kunkler
2022-05-14 update person_title Katrina Kunkler: Vice President; Director of Research => Director, Chair of Investment Committee; Chairman of the Investment Committee
2021-09-30 insert address 51 Monroe Place, Suite 1901 Rockville, MD 20850
2021-02-13 update website_status FlippedRobots => OK
2021-01-15 update website_status OK => FlippedRobots
2020-03-01 insert email ws..@harborllc.com
2020-03-01 insert person Will Schadty
2020-01-30 delete email bb..@harborllc.com
2020-01-30 delete person Betsy B. Brennen
2019-10-31 insert vp Debbie Cameron
2019-10-31 delete index_pages_linkeddomain augustinteractive.com
2019-10-31 delete source_ip 216.70.87.135
2019-10-31 delete terms_pages_linkeddomain augustinteractive.com
2019-10-31 insert index_pages_linkeddomain bdreporting.com
2019-10-31 insert index_pages_linkeddomain netxinvestor.com
2019-10-31 insert index_pages_linkeddomain pinkpointmedia.com
2019-10-31 insert industry_tag investment and wealth advisory
2019-10-31 insert person Debbie Cameron
2019-10-31 insert source_ip 45.79.158.152
2019-10-31 insert terms_pages_linkeddomain bdreporting.com
2019-10-31 insert terms_pages_linkeddomain netxinvestor.com
2019-10-31 insert terms_pages_linkeddomain pinkpointmedia.com
2019-10-31 update founded_year null => 2009
2018-10-26 update person_description Fred C. Hill => Fred C. Hill
2018-08-19 delete otherexecutives Maria Eriksen Hardy
2018-08-19 delete person Maria Eriksen Hardy
2018-05-22 insert otherexecutives Katrina Kunkler
2018-05-22 insert vp Katrina Kunkler
2018-05-22 update person_title Katrina Kunkler: Analyst, Investment Committee Chair; Chairman of the Investment Committee => Vice President; Member of the Investment Committee; Director of Research
2018-04-03 insert vp Robert E. Laubach
2018-04-03 update person_title Robert E. Laubach: Financial Advisor; Member of the Investment Committee; Portfolio Manager => Vice President; Financial Advisor; Member of the Investment Committee
2016-11-25 delete email bb..@harborllc.com
2016-09-02 delete person Rob Tobin
2016-07-21 delete about_pages_linkeddomain netxinvestor.com
2016-07-21 delete contact_pages_linkeddomain netxinvestor.com
2016-07-21 delete index_pages_linkeddomain netxinvestor.com
2016-07-21 delete management_pages_linkeddomain netxinvestor.com
2016-07-21 delete terms_pages_linkeddomain netxinvestor.com
2016-06-23 delete ceo Betsy B. Brennen
2016-06-23 insert coo Betsy B. Brennen
2016-06-23 update person_title Betsy B. Brennen: CEO; Managing Principal; Member of the Management Team => Chief Operating Officer; Managing Principal; Member of the Management Team
2016-04-14 delete managingdirector James W. Curran, III
2016-04-14 delete svp Greg Paranzino
2016-04-14 update person_title Greg Paranzino: Senior Vice President; Financial Advisor => Financial Advisor
2016-04-14 update person_title James W. Curran, III: Financial Advisor; Managing Director => Financial Advisor, Managing Director / View Profile; Financial Advisor
2016-01-28 delete otherexecutives Geoff Burroughs
2016-01-28 delete address 100 Light Street, Suite 1300 2330 West Joppa Road, Suite 170 Baltimore, MD 21202
2016-01-28 update person_title Geoff Burroughs: Associate Vice President; Financial Advisor => Financial Advisor, Associate Vice President / View Profile; Financial Advisor
2015-09-29 delete source_ip 209.251.35.150
2015-09-29 insert person C. Russell Ward
2015-09-29 insert source_ip 216.70.87.135
2015-09-29 update person_description Champe S. Andrews III => Champe S. Andrews III
2015-09-29 update person_description Geoff Burroughs => Geoff Burroughs
2015-09-29 update person_description Greg Paranzino => Greg Paranzino
2015-09-29 update person_description James W. Curran, III => James W. Curran, III
2015-09-29 update person_description Katrina Kunkler => Katrina Kunkler
2015-08-04 insert ceo Betsy B. Brennen
2015-08-04 insert cfo Ray Dean
2015-08-04 insert managingdirector James W. Curran, III
2015-08-04 insert managingdirector Rob Black
2015-08-04 insert managingdirector Steve Kelly
2015-08-04 insert otherexecutives Andrew Sullivan
2015-08-04 insert otherexecutives Geoff Burroughs
2015-08-04 insert otherexecutives Matt Novak
2015-08-04 insert president Fred Hill
2015-08-04 insert svp Greg Paranzino
2015-08-04 insert vp Champe S. Andrews III
2015-08-04 insert vp Debbie Cameron
2015-08-04 insert vp Monty Knittle
2015-08-04 insert person Andrew Sullivan
2015-08-04 insert person Betsy B. Brennen
2015-08-04 insert person Champe S. Andrews III
2015-08-04 insert person Craig L. Martin
2015-08-04 insert person Debbie Cameron
2015-08-04 insert person Fred Hill
2015-08-04 insert person Geoff Burroughs
2015-08-04 insert person Greg Paranzino
2015-08-04 insert person James W. Curran, III
2015-08-04 insert person Jane Bennett
2015-08-04 insert person Katrina Kunkler
2015-08-04 insert person Lisa Howard
2015-08-04 insert person Maria Eriksen
2015-08-04 insert person Matt Novak
2015-08-04 insert person Monty Knittle
2015-08-04 insert person Ray Dean
2015-08-04 insert person Rob Black
2015-08-04 insert person Rob Tobin
2015-08-04 insert person Steve Kelly
2015-08-04 insert person Susan Frillman
2015-06-28 delete ceo Betsy B. Brennen
2015-06-28 delete cfo Ray Dean
2015-06-28 delete managingdirector James W. Curran, III
2015-06-28 delete managingdirector Rob Black
2015-06-28 delete managingdirector Steve Kelly
2015-06-28 delete otherexecutives Andrew Sullivan
2015-06-28 delete otherexecutives Geoff Burroughs
2015-06-28 delete otherexecutives Matt Novak
2015-06-28 delete president Fred Hill
2015-06-28 delete svp Greg Paranzino
2015-06-28 delete vp Champe S. Andrews III
2015-06-28 delete vp Debbie Cameron
2015-06-28 delete vp Monty Knittle
2015-06-28 delete person Andrew Sullivan
2015-06-28 delete person Betsy B. Brennen
2015-06-28 delete person Champe S. Andrews III
2015-06-28 delete person Craig L. Martin
2015-06-28 delete person Debbie Cameron
2015-06-28 delete person Fred Hill
2015-06-28 delete person Geoff Burroughs
2015-06-28 delete person Greg Paranzino
2015-06-28 delete person James W. Curran, III
2015-06-28 delete person Jane Bennett
2015-06-28 delete person Katrina Kunkler
2015-06-28 delete person Lisa Howard
2015-06-28 delete person Maria Eriksen
2015-06-28 delete person Matt Novak
2015-06-28 delete person Monty Knittle
2015-06-28 delete person Ray Dean
2015-06-28 delete person Rob Black
2015-06-28 delete person Rob Tobin
2015-06-28 delete person Steve Kelly
2015-06-28 delete person Susan Frillman
2015-05-01 update person_description Betsy B. Brennen => Betsy B. Brennen
2015-04-03 delete address 100 Light Street, Suite 1300 Baltimore, MD 21202
2015-04-03 insert about_pages_linkeddomain augustinteractive.com
2015-04-03 insert about_pages_linkeddomain netxinvestor.com
2015-04-03 insert index_pages_linkeddomain augustinteractive.com
2015-04-03 insert index_pages_linkeddomain netxinvestor.com
2015-04-03 insert terms_pages_linkeddomain augustinteractive.com
2015-04-03 insert terms_pages_linkeddomain netxinvestor.com
2014-10-21 update website_status Disallowed => OK
2014-09-14 update website_status FlippedRobots => Disallowed
2014-09-03 update website_status OK => FlippedRobots
2014-07-30 delete managingdirector Betsy B. Brennen
2014-07-30 delete managingdirector Robert W. Black
2014-07-30 delete managingdirector Stephen J. Kelly
2014-07-30 delete person Betsy B. Brennen
2014-07-30 delete person Robert W. Black
2014-07-30 delete person Stephen J. Kelly