SD WEALTH MANAGEMENT - History of Changes


DateDescription
2024-04-14 delete email ek..@schneiderdowns.com
2024-04-14 insert person Jerome Powell
2024-03-13 delete email nh..@schneiderdowns.com
2024-03-13 delete email nm..@schneiderdowns.com
2024-03-13 insert email mc..@schneiderdowns.com
2024-03-13 insert email mc..@schneiderdowns.com
2024-03-13 insert person Michael J. Curry
2024-03-13 insert person Michael M. Clark
2024-03-13 update person_description Anthony J. Margiotta => Anthony J. Margiotta
2024-03-13 update person_description Bernadette Burgoon => Bernadette J. Burgoon
2024-03-13 update person_description Caleb Anderson => Caleb J. Anderson
2024-03-13 update person_description Courtney Moriarty => Courtney P. Moriarty
2024-03-13 update person_description David C. Brinkman => David C. Brinkman
2024-03-13 update person_description Demetrius A. Kokales => Demetrius A. Kokales
2024-03-13 update person_description E. Matthew Biggs => E. Matthew Biggs
2024-03-13 update person_description Erica A. Kernic => Erica A. Kernic
2024-03-13 update person_description Jessica Ellicott => Jessica L. Ellicott
2024-03-13 update person_description Kayla I. Lombard => Kayla I. Lombard
2024-03-13 update person_description Nancy Hendrickson => Nancy L. Hendrickson
2024-03-13 update person_description Nancy L. Skeans => Nancy L. Skeans
2024-03-13 update person_description Sean McCann => Sean L. McCann
2024-03-13 update person_description Shad C. Fagerland => Shad C. Fagerland
2024-03-13 update person_description Susan Paulauskas => Susan M. Paulauskas
2024-03-13 update person_description Tyler R. Brose => Tyler R. Brose
2024-03-13 update person_title Caleb J. Anderson: Recordkeeping Specialist => Compliance Specialist
2024-03-13 update person_title Courtney P. Moriarty: Wealth Management Associate => Wealth Analyst
2024-03-13 update person_title Jason M. Lumpkin: Shareholder / Schneider Downs & Co., Inc. => Shareholder, SD & Co., Inc
2024-03-13 update person_title Jessica L. Ellicott: Data and Communications Specialist => Communications Specialist
2024-03-13 update person_title Megan E. Muller: Wealth Management Associate => Wealth Analyst
2024-03-13 update person_title Rebecca Kinderis: Senior Recordkeeping Specialist => Manager of Recordkeeping Services
2024-03-13 update person_title Susan M. Paulauskas: Retirement Solutions Operations Manager => Manager of Operations
2023-07-17 insert email ls..@schneiderdowns.com
2023-07-17 insert email rp..@schneiderdowns.com
2023-07-17 insert person Rhonda Powell
2023-04-02 delete address Learn more about Section 107. Increase in
2023-04-02 delete email mm..@schneiderdowns.com
2023-04-02 insert email me..@schneiderdowns.com
2023-01-29 insert address Learn more about Section 107. Increase in
2022-11-25 insert contact_pages_linkeddomain constantcontact.com
2022-10-25 insert email cm..@schneiderdowns.com
2022-10-25 insert email md..@schneiderdowns.com
2022-10-25 insert email mm..@schneiderdowns.com
2022-10-25 insert person Courtney Moriarty
2022-10-25 insert person Megan Muller
2022-10-25 insert person Michael Divens
2022-08-21 insert email am..@schneiderdowns.com
2022-08-21 insert person Murlat Abdoo
2022-08-21 update person_title Caleb Anderson: Compliance Specialist => Recordkeeping Specialist
2022-08-21 update person_title Nancy Hendrickson: Manager of Recordkeeping Services => Senior Manager of Recordkeeping Services
2022-08-21 update person_title Susan Paulauskas: Distribution Manager => Retirement Solutions Operations Manager
2022-07-22 delete email sr..@schneiderdowns.com
2022-07-22 insert email bb..@schneiderdowns.com
2022-07-22 insert person Bernadette Burgoon
2022-07-22 update person_description Jessica Ellicott => Jessica Ellicott
2022-07-22 update person_title Jessica Ellicott: Operations Specialist => Data and Communications Specialist
2022-05-20 delete address 1660 International Drive McLean, VA 22102
2021-12-11 delete email km..@schneiderdowns.com
2021-12-11 delete email sf..@schneiderdowns.com
2021-12-11 delete person Kelly Michalides
2021-12-11 delete person Shawn Fodge
2021-12-11 insert email ba..@schneiderdowns.com
2021-12-11 insert email dk..@schneiderdowns.com
2021-12-11 insert email gd..@schneiderdowns.com
2021-12-11 insert email kl..@schneiderdowns.com
2021-12-11 insert email mg..@schneiderdowns.com
2021-12-11 insert person Demetrius A. Kokales
2021-09-15 insert contact_pages_linkeddomain g.co
2021-09-15 insert index_pages_linkeddomain g.co
2021-09-15 insert management_pages_linkeddomain g.co
2021-09-15 insert terms_pages_linkeddomain g.co
2021-09-15 update person_description Kyle R. Zeller => Kyle R. Zeller
2021-08-15 delete email dl..@sdcpa.com
2021-08-15 delete email dw..@schneiderdowns.com
2021-08-15 delete person Donna Wolfson
2021-08-15 update person_description E. Matthew Biggs => E. Matthew Biggs
2021-08-15 update person_description Jason R. Staley => Jason R. Staley
2021-06-13 update robots_txt_status www.sdwealthmanagement.com: 0 => 200
2021-04-18 delete email vr..@schneiderdowns.com
2021-02-25 delete source_ip 52.170.102.61
2021-02-25 insert email je..@schneiderdowns.com
2021-02-25 insert person Jessica Ellicott
2021-02-25 insert person Sean McCann
2021-02-25 insert source_ip 209.166.190.236
2021-02-25 update person_title Jason Lumpkin: Practice Unit Leader => Shareholder / Schneider Downs & Co., Inc.
2021-02-25 update robots_txt_status www.sdwealthmanagement.com: 200 => 0
2021-01-24 delete person By David
2020-09-24 delete email ac..@schneiderdowns.com
2020-09-24 insert person By David
2020-06-15 delete contact_pages_linkeddomain uschamber.com
2020-06-15 insert contact_pages_linkeddomain post-gazette.com
2020-05-15 delete contact_pages_linkeddomain investmentnews.com
2020-05-15 insert contact_pages_linkeddomain uschamber.com
2020-03-16 delete contact_pages_linkeddomain insurancenewsnet.com
2020-03-16 delete email eb..@schneiderdowns.com
2020-03-16 delete person Emily Bonavoglia
2020-03-16 insert contact_pages_linkeddomain investmentnews.com
2020-02-15 delete contact_pages_linkeddomain post-gazette.com
2020-02-15 insert contact_pages_linkeddomain insurancenewsnet.com
2020-02-15 insert email sf..@schneiderdowns.com
2020-02-15 insert person By David
2020-01-10 delete contact_pages_linkeddomain marketwatch.com
2020-01-10 insert contact_pages_linkeddomain post-gazette.com
2020-01-10 insert email km..@schneiderdowns.com
2020-01-10 insert person Kelly M. Murphy
2019-11-10 delete contact_pages_linkeddomain whathappensnow.com
2019-11-10 insert contact_pages_linkeddomain marketwatch.com
2019-11-10 insert email ag..@schneiderdowns.com
2019-11-10 insert email sf..@schneiderdowns.com
2019-10-10 delete address 65 East State Street Suite 2100 Columbus, OH 43215-6102
2019-10-10 delete contact_pages_linkeddomain google.com
2019-10-10 delete contact_pages_linkeddomain yahoo.com
2019-10-10 delete index_pages_linkeddomain google.com
2019-10-10 delete phone 412.261.3644
2019-10-10 delete source_ip 69.18.153.20
2019-10-10 delete terms_pages_linkeddomain google.com
2019-10-10 insert address 1660 International Drive McLean, VA 22102
2019-10-10 insert contact_pages_linkeddomain whathappensnow.com
2019-10-10 insert email sd..@schneiderdowns.com
2019-10-10 insert index_pages_linkeddomain tradingview.com
2019-10-10 insert source_ip 52.170.102.61
2019-02-10 delete person Miles Gibson
2019-02-10 delete person Nicholas Mastrian
2018-11-19 insert email as..@schneiderdowns.com
2018-11-19 insert email jm..@schneiderdowns.com
2018-11-19 insert person Amber Cranmer
2018-11-19 update person_description Alissa M. Shawl => Alissa M. Shawl
2018-11-19 update person_description Karen R. Werley => Karen R. Werley
2018-11-19 update person_title Alissa M. Shawl: Member of the Financial Planning Association => Associate; Investment Advisor
2018-11-19 update person_title David Brinkman: CFP => CFP; Investment Relationship Manager
2018-11-19 update person_title Kyle Zeller: Member of the National Association of Plan Advisors => Senior Investment Relationship Manager; Member of the National Association of Plan Advisors
2018-11-19 update person_title Rebecca Kinderis: Employee => Senior Recordkeeping Specialist
2018-07-22 update website_status FlippedRobots => OK
2018-07-09 update website_status OK => FlippedRobots
2018-03-19 insert person Alissa M. Shawl
2018-03-19 insert person James R. Moyer
2017-07-30 update person_title Karen R. Werley: Client Service Specialist => Client Service Manager
2016-12-25 update person_description Kyle R. Zeller => Kyle R. Zeller
2016-10-10 insert person Kelly Michalides
2016-09-12 delete address 41 S. High Street Suite 2100 Columbus, OH 43215-6102
2016-09-12 delete address 41 South High Street, Suite 2100 Columbus , OH 43215
2016-09-12 insert about_pages_linkeddomain goo.gl
2016-09-12 insert address 65 East State Street Suite 2100 Columbus, OH 43215-6102
2016-09-12 insert address 65 East State Street, Suite 2000 Columbus , OH 43215
2016-09-12 insert contact_pages_linkeddomain goo.gl
2016-09-12 insert index_pages_linkeddomain goo.gl
2016-09-12 insert management_pages_linkeddomain goo.gl
2016-09-12 insert service_pages_linkeddomain goo.gl
2016-09-12 insert terms_pages_linkeddomain goo.gl
2016-07-23 insert person David Brinkman
2016-04-02 delete source_ip 69.18.153.63
2016-04-02 insert management_pages_linkeddomain finra.org
2016-04-02 insert source_ip 69.18.153.20
2015-03-24 update person_title Michael J. Bucci: Senior Financial Analyst => Manager, Investment Advisory Analysis
2014-11-12 update website_status FlippedRobots => OK
2014-11-12 delete phone 412-261-4879
2014-11-12 delete source_ip 69.18.153.50
2014-11-12 insert address 41 South High Street, Suite 2100 Columbus , OH 43215
2014-11-12 insert management_pages_linkeddomain google.com
2014-11-12 insert source_ip 69.18.153.63
2014-10-20 update website_status OK => FlippedRobots
2014-08-04 insert index_pages_linkeddomain fa-mag.com
2014-06-30 delete index_pages_linkeddomain accountingtoday.com
2014-06-30 delete index_pages_linkeddomain asppa.org
2014-06-30 delete index_pages_linkeddomain financial-planning.com
2014-06-30 delete index_pages_linkeddomain workforce.com
2014-06-30 insert index_pages_linkeddomain ft-static.com
2014-04-25 update person_description Karen R. Werley => Karen R. Werley
2014-03-26 insert address 555 E. Washington St., Suite 3900, Las Vegas, NV 89101
2014-03-26 insert email bc..@ag.state.nv.us
2014-03-26 insert phone 702-486-3132
2013-12-20 delete address 1 PPG Place, Suite 1700, Pittsburgh PA 15222
2013-12-20 delete address One PPG Place, Suite 1700 Pittsburgh, PA 15222-5416
2013-12-20 insert index_pages_linkeddomain bobveres.com
2013-10-24 delete address 1133 Penn Avenue, Pittsburgh PA 15222
2013-10-24 insert address 1 PPG Place Suite 1700 Pittsburgh, PA 15222
2013-10-24 update primary_contact 1133 Penn Avenue Pittsburgh, PA 15222 => 1 PPG Place Suite 1700 Pittsburgh, PA 15222
2013-09-25 insert address One PPG Place, Suite 1700 Pittsburgh, PA 15222-5416
2013-09-25 insert contact_pages_linkeddomain conta.cc
2013-09-25 insert email am..@schneiderdowns.com
2013-09-25 insert email cm..@schneiderdowns.com
2013-09-25 insert email ja..@schneiderdowns.com
2013-09-25 insert email jh..@schneiderdowns.com
2013-09-25 insert email jl..@schneiderdowns.com
2013-09-25 insert email kk..@schneiderdowns.com
2013-09-25 insert email kw..@schneiderdowns.com
2013-09-25 insert email kz..@schneiderdowns.com
2013-09-25 insert email mb..@schneiderdowns.com
2013-09-25 insert email sp..@schneiderdowns.com
2013-09-25 insert email sr..@schneiderdowns.com
2013-09-25 insert email ts..@schneiderdowns.com
2013-05-31 insert index_pages_linkeddomain triblive.com
2013-05-10 insert index_pages_linkeddomain americandrycleaner.com
2013-05-10 insert index_pages_linkeddomain wsj.com
2013-04-15 insert index_pages_linkeddomain investmentnews.com