PSA FINANCIAL ADVISORS - History of Changes


DateDescription
2024-03-23 delete person Angela Openshaw
2023-08-06 delete person Deirdre Weadock
2023-07-04 delete person James (Jim) Napp
2023-04-18 delete person Alex Cramer
2023-04-18 delete person Emily Moles
2023-04-18 delete person Megan Beam
2023-04-18 insert person Katie Eckels
2023-04-18 update person_description Angela Openshaw => Angela Openshaw
2023-01-16 update person_title James Napp: null => Cyber Insurance Expert
2022-12-15 insert person Eric Fowler
2022-11-14 update person_description Danielle Herndon => Danielle Herndon
2022-10-13 delete person Ashley K. McGrath
2022-10-13 delete person Denise Fischer
2022-10-13 update person_description Deirdre Weadock => Deirdre Weadock
2022-09-12 delete person Craig English
2022-09-12 insert about_pages_linkeddomain hilbgroup.com
2022-09-12 insert person Deirdre Weadock
2022-09-12 insert person Megan Beam
2022-07-13 insert person Jessica Starr
2022-05-12 delete person Chris Caldwell
2022-05-12 delete person Nichole Everiss
2022-04-11 delete person Jeremy Brown
2022-04-11 insert person Alex Cramer
2022-04-11 insert person James (Jim) Napp
2022-03-11 delete person Cam Brosh
2022-03-11 insert person Nichole Everiss
2022-02-06 delete person David Reeve
2022-02-06 update person_description Darrin Hawkins => Darrin Hawkins
2021-10-04 delete address 2275 Research Blvd., Suite 500 Rockville, MD 20850
2021-10-04 delete person Mike Volk
2021-10-04 delete phone (301) 840-3870
2021-10-04 insert person Adam Taylor
2021-09-02 delete person Kate Bear
2021-09-02 insert person Cam Brosh
2021-07-28 delete person Brandon Younkin
2021-06-27 insert person Rachel Nerenberg
2021-04-10 insert contact_pages_linkeddomain google.com
2021-01-16 delete person Aaron Davis
2021-01-16 delete person Carol Dougherty
2021-01-16 delete person Joel Ellis
2020-10-06 delete person John Olenick
2020-10-06 update person_description Brandon Younkin => Brandon Younkin
2020-10-06 update person_description Darrin Hawkins => Darrin Hawkins
2020-08-07 insert person Ashley K. McGrath
2020-08-07 insert person Lori A. Harris
2020-03-08 delete management_pages_linkeddomain netdna-ssl.com
2020-03-08 delete person Claire Bove
2020-03-08 insert person John Rast
2020-03-08 insert person Kate Bear
2020-02-06 delete contact_pages_linkeddomain google.com
2019-11-06 update person_description Kaci Byers => Kaci Byers
2019-11-06 update person_title Kaci Byers: VP of Employee Benefits Operations => Senior Vice President of Employee Benefits Operations
2019-10-07 insert person Brandon Younkin
2019-10-07 insert person LeeAnn Anderson
2019-09-06 insert address 301 N. Washington St. Snow Hill, MD 21863
2019-09-06 insert person Darrin Hawkins
2019-07-07 delete person Jeremy Frumkin
2019-07-07 delete person Joseph Marcozzi
2019-07-07 delete source_ip 199.58.214.85
2019-07-07 insert management_pages_linkeddomain netdna-ssl.com
2019-07-07 insert person David Albanese
2019-07-07 insert person Jacquelyn Connor
2019-07-07 insert source_ip 35.233.156.12
2018-12-03 delete person Lacey Houston
2018-10-26 delete person Nancy Councill
2018-10-26 delete person Peter Sclafani
2018-10-26 insert person Angela Openshaw
2018-10-26 insert person Emily Moles
2018-08-19 update person_description Steve Sines => Steve Sines
2018-07-11 delete vp John M. Lannon
2018-07-11 delete address Four Embarcadero Center, Suite 1400 San Francisco, CA 94111
2018-07-11 delete alias PSA Financial Services Inc.
2018-07-11 delete person Dr. Jack Skeen
2018-07-11 insert person Danielle Herndon
2018-07-11 insert person Joel Ellis
2018-07-11 insert person Lorraine Cardoza
2018-07-11 update person_description Jeremy Frumkin => Jeremy Frumkin
2018-07-11 update person_description Joseph Marcozzi => Joseph Marcozzi
2018-07-11 update person_description Ray Sweet => Ray Sweet
2018-07-11 update person_title Brian L. Marx: Senior Vice President / Risk Solutions Group => null
2018-07-11 update person_title Claire Bove: Insurance & Financial Services As a Senior Employee Benefits Consultant; Senior Employee Benefits Consultant => Insurance & Financial Services As a Senior Employee Benefits Consultant
2018-07-11 update person_title Craig Morsberger: Professional Liability Supervisor => null
2018-07-11 update person_title Denise Fischer: Private Client Account Executive => null
2018-07-11 update person_title Eric Holden: Account Executive => null
2018-07-11 update person_title Frank Giachini: Member of the Leadership Team; Senior Vice President - Operations => Member of the Leadership Team
2018-07-11 update person_title Jeremy Brown: Senior Account Manager / Risk Solutions Group => null
2018-07-11 update person_title Jeremy Frumkin: Employee Benefits Advisor => null
2018-07-11 update person_title John M. Lannon: Vice President => null
2018-07-11 update person_title John Olenick: Business Development Manager => null
2018-07-11 update person_title Jon Greif: Account Executive; Specialist => Specialist
2018-07-11 update person_title Joseph Marcozzi: ASSOCIATE PRODUCER => null
2018-07-11 update person_title Katie Moxley: Employee Benefits Consultant; Insurance & Financial Services As an Employee Benefits Consultant => Insurance & Financial Services As an Employee Benefits Consultant
2018-07-11 update person_title Kenneth R. Huber: Senior Vice President, Employee Benefits Group; Member of the Leadership Team; Employee => Member of the Leadership Team; Employee
2018-07-11 update person_title Lacey Houston: Business Development Manager => null
2018-07-11 update person_title Len Gross: Employee Benefits Advisor => null
2018-07-11 update person_title Mariha Burkavage: Employee Benefits Consultant => null
2018-07-11 update person_title Matt Moran: Vice President, Employee Benefits => null
2018-07-11 update person_title Mike Volk: Cyber Specialist; Specialist => Specialist
2018-07-11 update person_title Peter Sclafani: Life Insurance Specialist => null
2018-07-11 update person_title Randall Singer: VP and Practice Leader, PSA Employer Solutions => null
2018-07-11 update person_title Steve O'Connor: Senior Business Developer => null
2018-07-11 update person_title Steve Sines: Account Executive; Employee => Employee
2018-07-11 update person_title Todd Lehman: VP Employee Benefits Advisor => null
2018-05-22 delete person Owen Ashbrook
2018-05-22 insert person Aaron Davis
2018-05-22 insert person Denise Fischer
2018-05-22 insert person Dr. Jack Skeen
2018-05-22 insert person Joseph Marcozzi
2018-05-22 insert person Lacey Houston
2018-05-22 insert person Mariha Burkavage
2018-04-04 delete coo Donna M. Teets
2018-04-04 delete managingdirector William H. Kelly
2018-04-04 delete person Donna M. Teets
2018-04-04 delete person Jake Vogelsang
2018-04-04 delete person Laurence Seiden
2018-04-04 delete person Mark Jankowski
2018-04-04 delete person Shoshana Goldberg
2018-04-04 delete person William H. Kelly
2018-02-16 delete person Allison Fette
2018-02-16 delete person Joy Gonzalez
2018-01-03 insert person John Olenick
2018-01-03 insert person Peter Sclafani
2017-12-05 update person_description Steven Sherman J. => Steven Sherman J.
2017-11-01 delete person D. Michael Enfield
2017-11-01 update person_title Matt Moran: Employee Benefits Advisor => Vice President, Employee Benefits
2017-09-24 insert person Jeremy Frumkin
2017-09-24 insert person Mark Jankowski
2017-08-10 delete person Craig D.M. Routson
2017-07-13 delete person Shane Cavanaugh
2017-06-03 update website_status FlippedRobots => OK
2017-06-03 delete person Brad Leddon
2017-06-03 delete person Bradley Troy
2017-04-28 update website_status OK => FlippedRobots
2017-02-13 delete otherexecutives Donna M. Teets
2017-02-13 insert coo Donna M. Teets
2017-02-13 delete person David J. VanLeeuwen, Sr.
2017-02-13 update person_description Donna M. Teets => Donna M. Teets
2017-02-13 update person_title Donna M. Teets: Chief Compliance Officer for PSA Financial Center, Inc; Chief Compliance Officer => Director of Operations
2016-12-03 delete person Harrison McCorkle
2016-11-05 delete person Christian Honig
2016-11-05 update person_description Jamie Nash => Jamie Nash
2016-11-05 update person_title Jamie Nash: Senior Marketing Coordinator => Marketing Manager
2016-08-12 delete personal_emails wi..@unitedcp.com
2016-08-12 delete email wi..@unitedcp.com
2016-08-12 delete person Rob Weinhold
2016-08-12 insert email wi..@unitedcp.com
2016-08-12 insert person Christian Honig
2016-08-12 insert person Mike Volk
2016-08-12 insert person Shane Cavanaugh
2016-05-07 delete person Stefanie Militscher
2016-05-07 insert industry_tag insurance brokerage and risk management
2016-05-07 insert person Rob Weinhold
2016-05-07 update description
2016-01-22 insert managingdirector William H. Kelly
2016-01-22 insert personal_emails do..@unitedcp.com
2016-01-22 insert personal_emails ja..@pfegroup.com
2016-01-22 insert personal_emails la..@unitedcp.com
2016-01-22 insert personal_emails sh..@pfegroup.com
2016-01-22 delete email bt..@psafinancial.com
2016-01-22 delete email dt..@psafinancial.com
2016-01-22 delete email jv..@psafinancial.com
2016-01-22 delete email ls..@psafinancial.com
2016-01-22 delete email sg..@psafinancial.com
2016-01-22 delete person David A. Derby
2016-01-22 delete person David E. Saunders, II
2016-01-22 insert email br..@unitedcp.com
2016-01-22 insert email do..@unitedcp.com
2016-01-22 insert email ja..@pfegroup.com
2016-01-22 insert email la..@unitedcp.com
2016-01-22 insert email sh..@pfegroup.com
2016-01-22 insert person William H. Kelly
2016-01-22 update person_description Carol Dougherty => Carol Dougherty
2016-01-22 update person_title Carol Dougherty: Benefits Consultant => VP of Key Accounts Unit
2016-01-22 update person_title Jeremy Brown: Personal Insurance; Senior Account Manager / Risk Solutions Group => Senior Account Manager / Risk Solutions Group
2016-01-22 update person_title Kaci Byers: Senior Consultant => VP of Employee Benefits Operations
2015-10-20 delete vp James (Jim) P. McManus III
2015-10-20 delete person Christopher Portner
2015-10-20 delete person James (Jim) P. McManus III
2015-10-20 insert person Jeremy Brown
2015-08-25 delete person John Riina
2015-08-25 delete person Paul Hoyer
2015-08-25 update person_title Jamie Nash: Senior Marketing Coordinator; Personal Insurance => Senior Marketing Coordinator
2015-07-28 insert person Brad Leddon
2015-07-28 insert person Claire Bove
2015-07-28 insert person Harrison McCorkle
2015-07-28 update person_title Jamie Nash: Senior Marketing Coordinator => Senior Marketing Coordinator; Personal Insurance
2015-06-22 delete vp G. Stuart Lacher
2015-06-22 delete address 11311 McCormick Road, 5th Floor Hunt Valley, Maryland 21031-8622
2015-06-22 delete person G. Stuart Lacher
2015-06-22 insert address 11311 McCormick Road, Suite 500 Hunt Valley, Maryland 21031-8622
2015-06-22 update primary_contact 11311 McCormick Road, 5th Floor Hunt Valley, Maryland 21031-8622 => 11311 McCormick Road, Suite 500 Hunt Valley, Maryland 21031-8622
2015-05-25 delete person Kristin Duda
2015-04-27 update person_description Cindy Bullock => Cindy Bullock
2015-03-30 delete person Leah Semanie
2015-03-30 update robots_txt_status info.psafinancial.com: 0 => 200
2015-01-23 update website_status FailedRobots => OK
2015-01-23 delete chro Terri Spriggs
2015-01-23 delete person Francis (Pat) McGarry III
2015-01-23 delete person Sarah (Sally) Boston
2015-01-23 delete person Terri Spriggs
2015-01-23 insert person Allison Fette
2015-01-23 insert person David E. Saunders, II
2015-01-23 insert person David Reeve
2015-01-23 insert person Randall Singer
2015-01-23 update person_description Jamie Nash => Jamie Nash
2015-01-23 update person_title Jamie Nash: Database and Marketing Administrator => Senior Marketing Coordinator
2015-01-23 update person_title Steve O'Connor: Human Resources; Senior Business Developer => Senior Business Developer
2014-12-18 update website_status OK => FailedRobots
2014-11-11 delete person Peter T. Godfrey
2014-10-13 delete person Bear Bryant
2014-10-13 delete person Mark A. Paterson
2014-10-13 delete person Michael Markovic
2014-09-05 delete person Jania Stout
2014-09-05 delete person William (Bill) Bolton
2014-08-08 insert otherexecutives Justin Hoffman
2014-08-08 delete person Joel Ellis
2014-08-08 update person_description Justin Hoffman => Justin Hoffman
2014-08-08 update person_title Jamie Nash: Human Resources; Database and Marketing Administrator => Database and Marketing Administrator
2014-08-08 update person_title Justin Hoffman: Marketing Director => Vice President, Business Development; Member of the Leadership Team; Chief Marketing Officer
2014-08-08 update person_title Steve O'Connor: Senior Business Developer => Human Resources; Senior Business Developer
2014-07-03 delete person Edward J. Kushlis
2014-07-03 insert person Jamie Nash
2014-07-03 update person_title Steve O'Connor: Human Resources; Senior Business Developer => Senior Business Developer
2014-06-04 insert management_pages_linkeddomain profilesondemand.com
2014-06-04 insert person Katie Moxley
2014-06-04 insert person Steven Pomponi
2014-05-07 delete person James McLoughlin
2014-05-07 delete person Lauren R. Miller
2014-05-07 update person_title Steve O'Connor: Senior Business Developer => Human Resources; Senior Business Developer
2014-04-03 delete person Susan Medinger
2014-04-03 insert person Jake Vogelsang
2014-04-03 insert person Joel Ellis
2014-01-05 delete person Rhett Murphy
2013-12-08 insert person Paul Hoyer
2013-12-08 insert person Shoshana Goldberg
2013-11-09 delete person Brandon Boyack
2013-11-09 insert person Greg Cangialosi
2013-11-09 insert person John Riina
2013-11-09 insert person Thomas Ogle
2013-10-12 delete person Linda J. Tice
2013-10-12 delete person Nikki Shelley
2013-10-12 insert person Rhett Murphy
2013-09-12 insert person Leah Semanie
2013-09-12 insert person Matthew Neuberger
2013-08-15 insert chro Terri Spriggs
2013-08-15 insert person Rod Hairston
2013-08-15 insert person Terri Spriggs
2013-08-15 update person_description Christopher Portner => Christopher Portner
2013-08-15 update person_title Lauren R. Miller: Marketing and Sales Administration Coordinator at PSA Insurance => Human Resources; Marketing and Sales Administration Coordinator at PSA Insurance
2013-05-26 insert person Steve O'Connor
2013-05-26 insert person William (Bill) Bolton
2013-04-09 delete person Warren Buffett
2013-04-09 insert person Gair Maxwell
2013-03-02 delete person Ken Sloat
2013-03-02 delete person Umar Hameed