HOWE & RUSLING - History of Changes


DateDescription
2023-10-07 delete general_emails he..@howeandrusling.com
2023-10-07 delete email he..@howeandrusling.com
2023-10-07 insert management_pages_linkeddomain amgraylaw.com
2023-10-07 update person_description Mary Grace Paoletti => Mary Grace Paoletti
2023-10-07 update person_title Jordyn Adams-Dane: Decoding Finance Industry Designations; Client Service Associate & Office Assistant => Office Assistant; Client Service Manager
2023-04-15 insert general_emails he..@howeandrusling.com
2023-04-15 delete index_pages_linkeddomain linkedin.com
2023-04-15 insert address 120 East Ave Rochester, New York 14604
2023-04-15 insert address 910 W Main St, Suite 226 Boise, Idaho 83702
2023-04-15 insert email he..@howeandrusling.com
2023-04-15 insert phone 208.246.9414
2023-04-15 insert phone 315.632.6090
2023-04-15 insert phone 719.412.0184
2023-01-29 insert person Daniel LaCrosse
2023-01-29 insert person Jordyn Adams-Dane
2023-01-29 insert person Mary Grace Paoletti
2023-01-29 update website_status InternalTimeout => OK
2022-11-11 update website_status OK => InternalTimeout
2022-07-03 delete person Elizabeth Perry
2022-07-03 insert person Elizabeth Hutton
2022-04-30 delete person Charity Willett
2022-04-30 insert person Charity DiCola
2022-02-11 insert person Elizabeth Koch
2022-02-11 insert person Vince Carson
2022-02-11 update person_title Casey Ryan: Vice President; Senior Portfolio Manager => Vice President
2022-02-11 update person_title Greg Farrell: Vice President; Senior Portfolio Manager => Vice President
2022-02-11 update person_title John Trentacoste: Director of Fixed Income => Senior Fixed Income Analyst
2022-02-11 update person_title Sarah Swan: Vice President; Portfolio Manager => Vice President
2022-02-11 update person_title Todd Artwell: Senior Fixed Income Analyst => Director of Fixed Income
2021-08-28 delete cmo Sarah Swan
2021-08-28 insert vp Sarah Swan
2021-08-28 delete alias Howe and Rusling, Inc.
2021-08-28 delete phone (800) 325 4693
2021-08-28 insert address 120 East Avenue Rochester, NY 14604
2021-08-28 insert address 120 East Avenue Rochester, NY 14604 We
2021-08-28 insert career_pages_linkeddomain facebook.com
2021-08-28 insert career_pages_linkeddomain instagram.com
2021-08-28 insert career_pages_linkeddomain linkedin.com
2021-08-28 insert career_pages_linkeddomain twitter.com
2021-08-28 insert career_pages_linkeddomain youtube.com
2021-08-28 insert contact_pages_linkeddomain facebook.com
2021-08-28 insert contact_pages_linkeddomain instagram.com
2021-08-28 insert index_pages_linkeddomain facebook.com
2021-08-28 insert management_pages_linkeddomain facebook.com
2021-08-28 insert management_pages_linkeddomain instagram.com
2021-08-28 insert management_pages_linkeddomain linkedin.com
2021-08-28 insert management_pages_linkeddomain twitter.com
2021-08-28 insert management_pages_linkeddomain youtube.com
2021-08-28 update person_title Sarah Swan: Vice President, Marketing => Vice President; Portfolio Manager
2021-04-21 delete vp Stefan Astheimer
2021-04-21 insert cmo Sarah Swan
2021-04-21 delete career_pages_linkeddomain bit.ly
2021-04-21 delete person Stefan Astheimer
2021-04-21 insert index_pages_linkeddomain instagram.com
2021-04-21 insert person Brian Lester
2021-04-21 update person_title Billy Cooper: Investment Management Planner => Financial Planner
2021-04-21 update person_title Sarah Swan: Vice President, Client Experience => Vice President, Marketing
2021-01-30 insert vp Stefan Astheimer
2021-01-30 delete person STEVEN MACNAMARA
2021-01-30 delete source_ip 104.27.154.88
2021-01-30 delete source_ip 104.27.155.88
2021-01-30 insert career_pages_linkeddomain bit.ly
2021-01-30 insert source_ip 104.21.77.33
2021-01-30 update person_title Brett Boyer: JUNIOR EQUITY ANALYST => Equity Analyst
2021-01-30 update person_title Stefan Astheimer: VICE President, STRATEGY => Vice President; Portfolio Manager
2021-01-30 update robots_txt_status www.howeandrusling.com: 200 => 0
2020-06-21 insert index_pages_linkeddomain linkedin.com
2020-06-21 insert source_ip 172.67.204.1
2020-04-22 update founded_year 1935 => null
2020-03-22 insert index_pages_linkeddomain twitter.com
2020-03-22 insert index_pages_linkeddomain youtube.com
2020-03-22 update robots_txt_status www.howeandrusling.com: 404 => 200
2020-02-20 delete source_ip 104.28.10.83
2020-02-20 delete source_ip 104.28.11.83
2020-02-20 insert contact_pages_linkeddomain twitter.com
2020-02-20 insert source_ip 104.27.154.88
2020-02-20 insert source_ip 104.27.155.88
2020-01-17 delete person JAMES DEJOY
2020-01-17 insert contact_pages_linkeddomain linkedin.com
2020-01-17 insert contact_pages_linkeddomain youtube.com
2020-01-17 update person_description BILLY COOPER => BILLY COOPER
2020-01-17 update person_description BRETT BOYER => BRETT BOYER
2020-01-17 update person_description Casey Ryan => CASEY RYAN
2020-01-17 update person_description Charity Willett => CHARITY WILLETT
2020-01-17 update person_description CRAIG CAIRNS => Craig Cairns
2020-01-17 update person_description Dylan Potter => DYLAN POTTER
2020-01-17 update person_description Elizabeth Perry => ELIZABETH PERRY
2020-01-17 update person_description Emily Lambert => EMILY LAMBERT
2020-01-17 update person_description GREG FARRELL => GREG FARRELL
2020-01-17 update person_description John Trentacoste => JOHN TRENTACOSTE
2020-01-17 update person_description Karen Spinello => KAREN SPINELLO
2020-01-17 update person_description Mark Thompson => MARK THOMPSON
2020-01-17 update person_description Mary Lisa Sisson => MARY LISA SISSON
2020-01-17 update person_description Nancy Sutton => NANCY SUTTON
2020-01-17 update person_description Sarah Swan => SARAH SWAN
2020-01-17 update person_description S.KIP ASTHEIMER => STEFAN ASTHEIMER
2020-01-17 update person_description Steven MacNamara => STEVEN MACNAMARA
2020-01-17 update person_description Todd Artwell => TODD ARTWELL
2020-01-17 update person_title GREG FARRELL: Vice President; Portfolio Manager => SENIOR PORTFOLIO MANAGER; VICE President
2019-12-14 delete source_ip 65.36.162.210
2019-12-14 insert source_ip 104.28.10.83
2019-12-14 insert source_ip 104.28.11.83
2019-12-14 update robots_txt_status www.howeandrusling.com: 200 => 404
2019-09-14 delete vp Patrick Kavey
2019-09-14 delete person Patrick Kavey
2019-08-15 delete otherexecutives Mary Lisa Sisson
2019-08-15 delete vp Mary Lisa Sisson
2019-08-15 insert person Mark Thompson
2019-08-15 update founded_year null => 1935
2019-08-15 update person_title Mary Lisa Sisson: Vice President; Director of Client Services => Vice President, Director of Client Service
2019-08-15 update person_title Nancy Sutton: Client Service Manager => Senior Client Service Manager
2019-04-13 delete chairman Craig Cairns
2019-04-13 update person_title Craig Cairns: Chairman; President; Chief Compliance Officer => President
2019-03-14 insert person Billy Cooper
2019-03-14 insert person James DeJoy
2019-02-10 delete vp Tom Sauer
2019-02-10 insert otherexecutives Emily Lambert
2019-02-10 delete person Brett Winnefeld
2019-02-10 delete person Tom Sauer
2019-02-10 delete person Vince Russo
2019-02-10 insert person Brett Boyer
2019-02-10 insert person Todd Artwell
2019-02-10 update person_description Emily Lambert => Emily Lambert
2019-02-10 update person_title Emily Lambert: Operations Manager => Manager; Vice President, Operations; Operations Manager
2018-10-05 insert vp Tom Sauer
2018-10-05 update person_title Brett Winnefeld: Vice President, Director of Equity Research => Vice President, Senior Equity Analyst
2018-10-05 update person_title Tom Sauer: Equity Analyst => Vice President; Equity Analyst
2018-08-17 delete person Ben McCubbin
2018-03-29 delete vp Bob Prorok
2018-03-29 delete person Bob Prorok
2018-03-29 insert person Karen Spinello
2018-03-29 insert person Sarah Swan
2018-03-29 insert person Steven MacNamara
2018-02-04 delete source_ip 52.5.38.63
2018-02-04 insert source_ip 65.36.162.210
2018-02-04 update person_title Brett Winnefeld: Member of the Howe and Rusling Team; Vice President, Senior Equity Analyst => Vice President, Director of Equity Research
2017-12-27 insert vp Greg Farrell
2017-12-27 insert vp Patrick Kavey
2017-12-27 insert person Charity Willett
2017-12-27 insert person Dylan Potter
2017-12-27 insert person Greg Farrell
2017-12-27 insert person Patrick Kavey
2017-12-27 insert person Sarah M. Swan
2017-10-22 delete otherexecutives Steve Carl
2017-10-22 update person_title Steve Carl: Member of the Howe and Rusling Team; Firm Director and Portfolio Manager; Senior Portfolio Manager; Director => Firm Director and Portfolio Manager
2016-10-30 insert person Karen Spinello
2016-10-30 update person_title Brett Winnefeld: Member of the Howe and Rusling Team; Vice President, Director of Equity Research => Member of the Howe and Rusling Team; Vice President, Senior Equity Analyst
2016-08-06 insert otherexecutives Steve Carl
2016-08-06 update person_title Steve Carl: Member of the Howe and Rusling Team; Firm Director and Portfolio Manager; Senior Portfolio Manager => Member of the Howe and Rusling Team; Firm Director and Portfolio Manager; Senior Portfolio Manager; Director
2016-07-09 delete otherexecutives Steve Carl
2016-07-09 update person_title Steve Carl: Member of the Howe and Rusling Team; Firm Director and Portfolio Manager; Director; Portfolio Manager => Member of the Howe and Rusling Team; Firm Director and Portfolio Manager; Senior Portfolio Manager
2016-04-11 insert otherexecutives Steve Carl
2016-04-11 insert person Steve Carl
2016-01-27 delete person Carolyn Butterworth
2016-01-27 insert person Ben McCubbin
2016-01-27 insert person Ryan Tomko
2015-08-02 delete source_ip 74.39.190.210
2015-08-02 insert source_ip 52.5.38.63
2015-06-28 insert person Emily Lambert
2015-06-28 update person_description Elizabeth Perry => Elizabeth Perry
2015-05-30 update person_description Tom Sauer => Tom Sauer
2015-05-30 update person_title John Kaddo: Fixed Income Management Associate => Fixed Income Analyst, Research & Management
2015-02-06 update person_title Elizabeth Perry: Client Service Associate => Portfolio Operations Manager
2015-02-06 update person_title Tom Sauer: Portfolio Operations Manager => Equity Analyst
2014-11-22 insert person Nancy Sutton
2014-09-09 update person_description Tim Seamus Hamilton => Tim Seamus Hamilton
2014-08-01 delete person Melinda Glauser
2014-08-01 insert person John Kaddo
2013-12-01 insert person Carolyn Butterworth
2013-12-01 insert person Elizabeth Perry
2013-12-01 update person_description Tom Sauer => Tom Sauer
2013-09-07 delete person Ethan Wade
2013-08-09 update person_title Ethan Wade: Client Development Manager => Client Development Manager at Howe; Client Development Manager
2013-08-09 update person_title Sarah M. Potter: Marketing Associate => Manager, Client Experience
2013-06-23 update website_status DNSError => OK
2013-06-23 update person_title Ethan Wade: Client Development Associate => Client Development Manager
2013-06-01 update website_status ServerDown => DNSError
2013-05-04 update website_status OK => ServerDown
2013-04-08 delete person Thomas G. Rusling
2013-04-08 update person_description Tim Hamilton