| Date | Description |
|---|
| 2024-04-05 |
delete cmo Katie Ann Henderson |
| 2024-04-05 |
delete person John Lohse |
| 2024-04-05 |
delete person Katie Ann Henderson |
| 2024-04-05 |
delete person Lindsay Wright |
| 2024-04-05 |
delete person Ross Allen |
| 2024-04-05 |
insert address 121 Edinburgh S Drive, Suite 208
Cary, NC 27511 |
| 2024-04-05 |
insert fax (919) 463-0064 |
| 2024-04-05 |
insert person Alex Greer |
| 2024-04-05 |
insert person Chris Walsh |
| 2024-04-05 |
insert person Jim Trull |
| 2024-04-05 |
insert person Karen Brock |
| 2024-04-05 |
insert person Lauren Murphy |
| 2024-04-05 |
insert phone (919) 463-0018 |
| 2024-04-05 |
update person_description John B. Zachary => John Zachary |
| 2024-04-05 |
update person_title John Zachary: Partner and Wealth Advisor => Partner and Wealth Advisor; Member of the Pathfinder Team since 2009, Became a Partner in the Firm in January 2022 |
| 2023-01-20 |
delete about_pages_linkeddomain ctfassets.net |
| 2023-01-20 |
delete contact_pages_linkeddomain ctfassets.net |
| 2023-01-20 |
delete index_pages_linkeddomain ctfassets.net |
| 2023-01-20 |
delete management_pages_linkeddomain ctfassets.net |
| 2023-01-20 |
delete management_pages_linkeddomain shookresearch.com |
| 2023-01-20 |
insert about_pages_linkeddomain commonwealth.com |
| 2023-01-20 |
insert contact_pages_linkeddomain commonwealth.com |
| 2023-01-20 |
insert index_pages_linkeddomain commonwealth.com |
| 2023-01-20 |
insert management_pages_linkeddomain commonwealth.com |
| 2023-01-20 |
insert management_pages_linkeddomain forbes.com |
| 2023-01-20 |
insert management_pages_linkeddomain starnewsonline.com |
| 2023-01-20 |
insert management_pages_linkeddomain uncw.edu |
| 2023-01-20 |
insert management_pages_linkeddomain wilmingtonchamber.org |
| 2023-01-20 |
insert person Chad Slate |
| 2023-01-20 |
insert person Pantelis Miliotis |
| 2023-01-20 |
update person_title Lindsay Wright: Office Administrator => Office Administrator / Financial Planning; Office Administrator |
| 2023-01-20 |
update person_title Ross Allen: Associate; Financial Planning Associate => Associate Wealth Advisor |
| 2022-08-11 |
delete email ro..@pathfinderwealth.com |
| 2022-08-11 |
insert email ro..@pathfinderwc.com |
| 2022-08-11 |
insert management_pages_linkeddomain shookresearch.com |
| 2022-06-13 |
insert about_pages_linkeddomain ctfassets.net |
| 2022-06-13 |
insert contact_pages_linkeddomain ctfassets.net |
| 2022-06-13 |
insert index_pages_linkeddomain ctfassets.net |
| 2022-06-13 |
insert management_pages_linkeddomain ctfassets.net |
| 2022-05-13 |
update person_title John B. Zachary: Wealth Advisor => Partner and Wealth Advisor |
| 2022-04-11 |
delete address Pathfinder Wealth Consulting 4018 Oleander Drive, Wilmington, NC 28403 |
| 2022-04-11 |
delete index_pages_linkeddomain commonwealth.com |
| 2022-04-11 |
delete source_ip 104.18.8.115 |
| 2022-04-11 |
delete source_ip 104.18.9.115 |
| 2022-04-11 |
insert index_pages_linkeddomain advisor360.com |
| 2022-04-11 |
insert source_ip 151.101.66.159 |
| 2022-04-11 |
update website_status FlippedRobots => OK |
| 2022-03-06 |
update website_status OK => FlippedRobots |
| 2021-08-10 |
update person_description Davis Byrd => Davis Byrd |
| 2021-08-10 |
update person_title Davis Byrd: Financial Services Intern => Financial Planning Associate |
| 2021-04-15 |
delete person Adam McManus |
| 2021-04-15 |
insert person Davis Byrd |
| 2021-04-15 |
insert person Lindsay Wright |
| 2020-07-14 |
insert person John Lohse |
| 2020-07-14 |
update website_status FlippedRobots => OK |
| 2020-06-20 |
update website_status OK => FlippedRobots |
| 2020-03-21 |
delete person Josh Sweeney |
| 2019-11-10 |
update website_status OK => FlippedRobots |
| 2019-10-11 |
delete source_ip 107.20.138.93 |
| 2019-10-11 |
insert source_ip 104.18.8.115 |
| 2019-10-11 |
insert source_ip 104.18.9.115 |
| 2019-10-11 |
update person_title Josh Sweeney: Investment Associate => Investment Assistant |
| 2019-09-10 |
insert person Josh Sweeney |
| 2019-08-11 |
delete about_pages_linkeddomain finra.org |
| 2019-08-11 |
delete about_pages_linkeddomain sipc.org |
| 2019-08-11 |
delete alias PA, SC |
| 2019-08-11 |
delete career_pages_linkeddomain finra.org |
| 2019-08-11 |
delete career_pages_linkeddomain sipc.org |
| 2019-08-11 |
delete contact_pages_linkeddomain finra.org |
| 2019-08-11 |
delete contact_pages_linkeddomain sipc.org |
| 2019-08-11 |
delete index_pages_linkeddomain finra.org |
| 2019-08-11 |
delete index_pages_linkeddomain sipc.org |
| 2019-08-11 |
delete management_pages_linkeddomain finra.org |
| 2019-08-11 |
delete management_pages_linkeddomain sipc.org |
| 2019-07-12 |
update person_title Adam McManus: Paraplanner => Financial Planning Associate |
| 2019-07-12 |
update person_title Kayla Williford Johnson: Paraplanner => Financial Planning Associate; Associate at Pathfinder Wealth Consulting |
| 2019-06-10 |
insert management_pages_linkeddomain fivestarprofessional.com |
| 2019-06-10 |
insert management_pages_linkeddomain forbes.com |
| 2019-06-10 |
update person_description Jason T. Wheeler => Jason T. Wheeler |
| 2019-06-10 |
update person_description John B. Zachary => John B. Zachary |
| 2019-06-10 |
update person_title Jason T. Wheeler: CEO and Wealth Consultant => CEO and Wealth Advisor |
| 2019-06-10 |
update person_title John B. Zachary: Associate Wealth Advisor => Wealth Advisor |
| 2019-06-10 |
update person_title Robert L. Penn Jr.: President and Wealth Consultant; President and Wealth Consultant for Pathfinder Wealth Consulting => President and Wealth Advisor; President and Wealth Advisor for Pathfinder Wealth Consulting |
| 2018-08-11 |
insert cmo Katie A. Henderson |
| 2018-08-11 |
insert person Adam McManus |
| 2018-08-11 |
insert person Katie A. Henderson |
| 2018-08-11 |
insert person Kayla Williford Johnson |
| 2018-01-30 |
delete email la..@pathfinderwc.com |
| 2018-01-30 |
delete person Lauren Smith |
| 2017-12-21 |
delete person Nicholas Cellini |
| 2017-10-16 |
delete person Gray Fitzhugh |
| 2017-06-26 |
update person_description John B. Zachary => John B. Zachary |
| 2017-06-26 |
update person_title John B. Zachary: Financial Planning Services Director => Associate Wealth Advisor |
| 2017-06-26 |
update person_title Nicholas Cellini: null => Paraplanner and Research Analyst |
| 2017-06-26 |
update person_title Robert L. Penn Jr.: President and Wealth Consultant for Pathfinder Wealth Consulting => President and Wealth Consultant; President and Wealth Consultant for Pathfinder Wealth Consulting |
| 2017-05-12 |
update website_status FlippedRobots => OK |
| 2017-05-12 |
delete source_ip 64.99.64.37 |
| 2017-05-12 |
insert source_ip 107.20.138.93 |
| 2017-03-15 |
update website_status FailedRobots => FlippedRobots |
| 2016-09-22 |
update website_status OK => FailedRobots |
| 2016-07-30 |
update person_description Jason T. Wheeler => Jason T. Wheeler |
| 2016-06-24 |
delete personal_emails me..@pathfinderwc.com |
| 2016-06-24 |
insert personal_emails ke..@pathfinderwc.com |
| 2016-06-24 |
delete address 4018 Oleander Drive, Suite 2
Wilmington, NC 28403 |
| 2016-06-24 |
delete email bl..@pathfinderwc.com |
| 2016-06-24 |
delete email me..@pathfinderwc.com |
| 2016-06-24 |
insert email ke..@pathfinderwc.com |
| 2016-04-09 |
insert email ni..@pathfinderwc.com |
| 2016-04-09 |
insert person Nicholas Cellini |
| 2016-01-17 |
update website_status FailedRobotsLimitReached => OK |
| 2016-01-17 |
delete source_ip 131.239.20.112 |
| 2016-01-17 |
insert source_ip 64.99.64.37 |
| 2015-12-02 |
update website_status FailedRobots => FailedRobotsLimitReached |
| 2015-06-15 |
update website_status OK => FailedRobots |
| 2015-04-19 |
delete source_ip 69.38.153.112 |
| 2015-04-19 |
insert source_ip 131.239.20.112 |
| 2015-03-22 |
delete source_ip 131.239.20.112 |
| 2015-03-22 |
insert source_ip 69.38.153.112 |
| 2015-02-19 |
delete source_ip 67.151.186.112 |
| 2015-02-19 |
insert source_ip 131.239.20.112 |
| 2015-01-19 |
delete source_ip 131.239.20.112 |
| 2015-01-19 |
insert email la..@pathfinderwc.com |
| 2015-01-19 |
insert management_pages_linkeddomain fivestarprofessional.com |
| 2015-01-19 |
insert person Lauren Smith |
| 2015-01-19 |
insert source_ip 67.151.186.112 |
| 2015-01-19 |
update person_description Jason T. Wheeler => Jason T. Wheeler |
| 2015-01-19 |
update person_description John B. Zachary => John B. Zachary |
| 2014-07-26 |
delete source_ip 216.57.142.112 |
| 2014-07-26 |
insert source_ip 131.239.20.112 |
| 2014-05-18 |
delete index_pages_linkeddomain uncw.edu |
| 2014-05-18 |
delete source_ip 131.239.20.112 |
| 2014-05-18 |
insert source_ip 216.57.142.112 |
| 2014-04-19 |
insert index_pages_linkeddomain uncw.edu |
| 2014-03-18 |
delete source_ip 216.57.142.112 |
| 2014-03-18 |
insert source_ip 131.239.20.112 |
| 2014-02-12 |
delete source_ip 131.239.20.112 |
| 2014-02-12 |
insert contact_pages_linkeddomain google.com |
| 2014-02-12 |
insert source_ip 216.57.142.112 |
| 2014-02-12 |
update person_description I. BLAKE STILES => Blake Stiles |
| 2014-02-12 |
update person_description JOHN B. ZACHARY => John B. Zachary |
| 2014-02-12 |
update person_description MEGAN F. KOPKA => Megan F. Kopka |
| 2014-02-12 |
update person_description Robert L. Penn => Robert L. Penn Jr. |
| 2014-02-12 |
update person_title Blake Stiles: Member of Our Team; Registered Client Service Manager / Corporate Treasurer => Member of Our Team; Registered Client Service Manager and Corporate Treasurer; Client Service Manager |
| 2013-12-18 |
delete source_ip 216.57.142.112 |
| 2013-12-18 |
insert source_ip 131.239.20.112 |
| 2013-11-19 |
delete source_ip 131.239.20.112 |
| 2013-11-19 |
insert source_ip 216.57.142.112 |
| 2013-08-21 |
delete email fa..@pathfinderwc.com |
| 2013-08-21 |
delete person FANNY SLATER |
| 2013-05-29 |
delete source_ip 12.147.113.112 |
| 2013-05-29 |
insert source_ip 131.239.20.112 |
| 2013-04-14 |
delete source_ip 12.147.113.45 |
| 2013-04-14 |
insert source_ip 12.147.113.112 |
| 2013-03-06 |
delete source_ip 216.57.142.45 |
| 2013-03-06 |
insert source_ip 12.147.113.45 |