| Date | Description |
|---|
| 2024-04-13 |
delete coo Michelle Jensen |
| 2024-04-13 |
insert coo Liz Treater |
| 2024-04-13 |
insert contact_pages_linkeddomain acuityscheduling.com |
| 2024-04-13 |
insert index_pages_linkeddomain acuityscheduling.com |
| 2024-04-13 |
update person_description Liz Treater => Liz Treater |
| 2024-04-13 |
update person_title Liz Treater: Associate => Chief Operating Officer |
| 2024-04-13 |
update person_title Michelle Jensen: President; COO => President |
| 2024-03-13 |
delete evp Dave Simeone |
| 2024-03-13 |
delete person Dave Simeone |
| 2024-03-13 |
insert about_pages_linkeddomain advisor360.com |
| 2024-03-13 |
insert contact_pages_linkeddomain advisor360.com |
| 2024-03-13 |
insert index_pages_linkeddomain advisor360.com |
| 2024-03-13 |
insert management_pages_linkeddomain advisor360.com |
| 2024-03-13 |
insert person Jaime Croissant |
| 2024-03-13 |
insert person Markus Williams |
| 2024-03-13 |
insert person Patty Kerr |
| 2024-03-13 |
insert service_pages_linkeddomain advisor360.com |
| 2023-09-22 |
delete person Halle Brem |
| 2023-09-22 |
update person_title Tara Maurer: Team Lead - Advisory Services => Team Lead - Investment Management |
| 2023-07-29 |
insert vp Donald Clark |
| 2023-07-29 |
update person_description Michelle Snyder => Michelle Snyder |
| 2023-07-29 |
update person_description Tesia Campbell => Tesia Campbell |
| 2023-07-29 |
update person_title Donald Clark: Financial Advisor => Vice President; Financial Advisor |
| 2023-07-29 |
update person_title Michelle Snyder: Team Lead - Operations Group => Vice President of Team Development |
| 2023-07-29 |
update person_title Tesia Campbell: Administrative Assistant => Marketing Manager |
| 2023-06-24 |
insert person Dayanna Silva |
| 2023-06-24 |
insert person Neal Monaghan |
| 2023-04-06 |
update person_description Halle Brem => Halle Brem |
| 2023-04-06 |
update person_description Liz Treater => Liz Treater |
| 2023-04-06 |
update person_description Michelle Jensen => Michelle Jensen |
| 2023-04-06 |
update person_title Emily Vojtas: Financial Manager; Administrative Assistant => Financial Manager |
| 2023-04-06 |
update person_title Halle Brem: Planning Associate; Client Scheduler and a Planning Associate => Planning Associate |
| 2023-04-06 |
update person_title Liz Treater: Associate; Client Service Associate => Associate; Senior Client Service Associate |
| 2023-04-06 |
update person_title Michelle Snyder: Team Lead - Operations Group; Operations Manager => Team Lead - Operations Group |
| 2022-11-29 |
delete person Laurie Zola |
| 2022-09-26 |
delete address 1001 McKnight Park Dr, Pittsburgh, PA 15237 |
| 2022-09-26 |
insert person Donald Clark |
| 2022-09-26 |
insert person Laurie Zola |
| 2022-07-25 |
delete person Codi Fleet |
| 2022-05-23 |
delete person Mara Fisher |
| 2022-02-06 |
delete person Ashley Walsh |
| 2022-02-06 |
delete person Scott Lucas |
| 2022-02-06 |
insert person Frank Corbett |
| 2022-02-06 |
insert person Tesia Nicoli Campbell |
| 2022-02-06 |
update person_description Codi Fleet => Codi Fleet |
| 2022-02-06 |
update person_description Dave Simeone => David Simeone |
| 2022-02-06 |
update person_description Emily Vojtas => Emily Vojtas |
| 2022-02-06 |
update person_description Halle Brem => Halle Brem |
| 2022-02-06 |
update person_description Liz Treater => Liz Treater |
| 2022-02-06 |
update person_description Mara Fisher => Mara Fisher |
| 2022-02-06 |
update person_description Michelle Jensen => Michelle Jensen |
| 2022-02-06 |
update person_description Michelle Snyder => Michelle Snyder |
| 2022-02-06 |
update person_description Tara Maurer => Tara Maurer |
| 2022-02-06 |
update person_description Ted Kerr => Ted Kerr |
| 2022-02-06 |
update person_title Emily Vojtas: Administrative Assistant => Financial Manager; Administrative Assistant |
| 2022-02-06 |
update person_title Halle Brem: Planning Associate => Planning Associate; Client Scheduler and a Planning Associate |
| 2022-02-06 |
update person_title Michelle Snyder: Team Lead - Operations Group => Team Lead - Operations Group; Operations Manager |
| 2022-02-06 |
update person_title Tara Maurer: Manager, Investment Management Services => Team Lead - Advisory Services |
| 2021-09-02 |
delete person Alyssa Browning |
| 2021-07-28 |
delete president Ted Kerr |
| 2021-07-28 |
insert coo Michelle Jensen |
| 2021-07-28 |
insert president Michelle Jensen |
| 2021-07-28 |
delete address 2607 Nicholson Road
Building II, Suite 1100
Sewickley, PA. 15143 |
| 2021-07-28 |
delete address 2607 Nicholson Road, Suite 1100, Building 2, Sewickley, PA 15143 |
| 2021-07-28 |
insert address 1001 McKnight Park Dr, Pittsburgh, PA 15237 |
| 2021-07-28 |
insert address 1001 McKnight Park Drive,
Pittsburgh, PA. 15237 |
| 2021-07-28 |
update person_description Michelle Jensen => Michelle Jensen |
| 2021-07-28 |
update person_title Mara Fisher: Executive Assistant => Chief of Staff |
| 2021-07-28 |
update person_title Michelle Jensen: Operations Manager => President; COO |
| 2021-07-28 |
update person_title Ted Kerr: CEO; President / CEO, CFP®; Founder; President => CEO; Founder; Founder / CEO, CFP® |
| 2021-07-28 |
update primary_contact 2607 Nicholson Road, Suite 1100, Building 2, Sewickley, PA 15143 => 1001 McKnight Park Dr, Pittsburgh, PA 15237 |
| 2021-06-27 |
update person_title Ashley Walsh: Client Scheduler / Para - Planner => Planning Associate |
| 2021-05-26 |
insert person Alyssa Browning |
| 2021-05-26 |
insert person Halle Brem |
| 2021-05-26 |
insert person Michelle Snyder |
| 2021-05-26 |
update person_title Scott Lucas: Vice President, CFP®, CES® => Executive Vice President, CFP®, CES® |
| 2021-04-09 |
update person_title Scott Lucas: Vice President, CES®, CFP® => Vice President, CFP®, CES® |
| 2020-10-05 |
insert management_pages_linkeddomain easysitewebsites.com |
| 2020-10-05 |
update person_description Scott Lucas => Scott Lucas |
| 2020-10-05 |
update person_description Ted Kerr => Ted Kerr |
| 2020-10-05 |
update person_title Michelle Jensen: Financial and Project Manager => Operations Manager |
| 2020-10-05 |
update website_status DomainNotFound => OK |
| 2020-08-01 |
update website_status FlippedRobots => DomainNotFound |
| 2020-07-18 |
update website_status OK => FlippedRobots |
| 2020-05-18 |
insert person Liz Treater |
| 2020-05-18 |
update person_title Scott Lucas: Vice President, CES® => Vice President, CES®, CFP® |
| 2020-04-18 |
delete person Jennifer Hepler |
| 2020-04-18 |
insert person Codi Fleet |
| 2020-02-17 |
delete person Bernadette Burgoon |
| 2020-02-17 |
insert person Mara Fisher |
| 2019-12-14 |
delete person Maribeth Moore |
| 2019-12-14 |
insert person Emily Vojtas |
| 2019-12-14 |
insert person Jennifer Hepler |
| 2019-12-14 |
update person_title Ashley Walsh: null => Client Scheduler / Para - Planner |
| 2019-11-06 |
update website_status OK => FlippedRobots |
| 2019-10-07 |
insert person Ashley Walsh |
| 2019-09-06 |
delete person Linda Slatt |
| 2019-08-07 |
update person_title Scott Lucas: Vice President, CSE® => Vice President, CES® |
| 2019-04-08 |
delete source_ip 107.20.138.93 |
| 2019-04-08 |
insert source_ip 104.18.18.74 |
| 2019-04-08 |
insert source_ip 104.18.19.74 |
| 2019-03-01 |
insert email bb..@touchstonecapital.com |
| 2019-03-01 |
insert email mj..@touchstonecapital.com |
| 2019-03-01 |
insert person Bernadette Burgoon |
| 2019-03-01 |
insert person Michelle Jensen |
| 2019-01-22 |
delete email ag..@touchstonecapital.com |
| 2019-01-22 |
delete person Amanda Gray |
| 2018-12-13 |
delete email jb..@touchstonecapital.com |
| 2018-12-13 |
delete person Joan Besong |
| 2018-12-13 |
insert email mm..@touchstonecapital.com |
| 2018-12-13 |
insert person Maribeth Moore |
| 2018-08-12 |
delete index_pages_linkeddomain commonwealth.com |
| 2018-08-12 |
delete index_pages_linkeddomain vimeo.com |
| 2017-11-15 |
delete about_pages_linkeddomain commonwealth.com |
| 2017-11-15 |
delete about_pages_linkeddomain sec.gov |
| 2017-11-15 |
delete contact_pages_linkeddomain commonwealth.com |
| 2017-11-15 |
delete contact_pages_linkeddomain sec.gov |
| 2017-11-15 |
delete index_pages_linkeddomain sec.gov |
| 2017-11-15 |
delete management_pages_linkeddomain commonwealth.com |
| 2017-11-15 |
delete management_pages_linkeddomain sec.gov |
| 2017-11-15 |
delete service_pages_linkeddomain sec.gov |
| 2017-06-30 |
delete vp Scott Lucas |
| 2017-06-30 |
insert founder Ted Kerr |
| 2017-06-30 |
delete about_pages_linkeddomain sipc.org |
| 2017-06-30 |
delete contact_pages_linkeddomain sipc.org |
| 2017-06-30 |
delete index_pages_linkeddomain sipc.org |
| 2017-06-30 |
delete management_pages_linkeddomain sipc.org |
| 2017-06-30 |
delete service_pages_linkeddomain sipc.org |
| 2017-06-30 |
insert about_pages_linkeddomain sec.gov |
| 2017-06-30 |
insert contact_pages_linkeddomain sec.gov |
| 2017-06-30 |
insert index_pages_linkeddomain sec.gov |
| 2017-06-30 |
insert industry_tag financial advisory |
| 2017-06-30 |
insert management_pages_linkeddomain sec.gov |
| 2017-06-30 |
insert service_pages_linkeddomain sec.gov |
| 2017-06-30 |
update person_description Ted Kerr => Ted Kerr |
| 2017-06-30 |
update person_title Scott Lucas: Vice President => Vice President, CSE® |
| 2017-06-30 |
update person_title Tara Maurer: Manager of Preferred Portfolio Services => Manager, Investment Management Services |
| 2017-06-30 |
update person_title Ted Kerr: CEO; President => CEO; President / CEO, CFP®; Founder; President |
| 2016-12-05 |
delete source_ip 162.248.249.112 |
| 2016-12-05 |
delete source_ip 209.160.129.112 |
| 2016-12-05 |
insert source_ip 107.20.138.93 |
| 2016-10-10 |
delete source_ip 131.239.20.112 |
| 2016-10-10 |
insert source_ip 162.248.249.112 |
| 2016-10-10 |
insert source_ip 209.160.129.112 |
| 2016-09-12 |
delete source_ip 67.151.186.112 |
| 2016-09-12 |
insert source_ip 131.239.20.112 |
| 2016-08-14 |
delete source_ip 131.239.20.112 |
| 2016-08-14 |
insert source_ip 67.151.186.112 |
| 2016-07-13 |
insert ceo Ted Kerr |
| 2016-07-13 |
insert president Ted Kerr |
| 2016-07-13 |
delete management_pages_linkeddomain fi360.com |
| 2016-07-13 |
insert index_pages_linkeddomain constantcontact.com |
| 2016-07-13 |
update person_title Ted Kerr: Registered Representative and Investment Adviser; Managing Partner => CEO; President; Registered Representative and Investment Adviser; Managing Partner |
| 2015-11-08 |
delete source_ip 67.151.186.112 |
| 2015-11-08 |
insert source_ip 131.239.20.112 |
| 2015-08-15 |
delete source_ip 131.239.20.112 |
| 2015-08-15 |
insert source_ip 67.151.186.112 |
| 2015-07-11 |
delete source_ip 67.151.186.112 |
| 2015-07-11 |
insert source_ip 131.239.20.112 |
| 2015-05-15 |
delete source_ip 69.38.153.112 |
| 2015-05-15 |
insert source_ip 67.151.186.112 |
| 2015-04-17 |
delete source_ip 216.57.142.112 |
| 2015-04-17 |
insert source_ip 69.38.153.112 |
| 2015-03-20 |
delete source_ip 131.239.20.112 |
| 2015-03-20 |
insert source_ip 216.57.142.112 |
| 2015-01-15 |
delete person Anne Snively |
| 2014-11-05 |
delete source_ip 216.57.142.112 |
| 2014-11-05 |
insert source_ip 131.239.20.112 |
| 2014-10-06 |
delete source_ip 67.151.186.112 |
| 2014-10-06 |
insert source_ip 216.57.142.112 |
| 2014-08-23 |
delete source_ip 131.239.20.112 |
| 2014-08-23 |
insert source_ip 67.151.186.112 |
| 2014-07-25 |
delete source_ip 12.147.113.112 |
| 2014-07-25 |
insert source_ip 131.239.20.112 |
| 2014-06-22 |
delete source_ip 216.57.142.112 |
| 2014-06-22 |
insert address 2009 Mackenzie Way
Suite 100
Cranberry Township, PA 16066 |
| 2014-06-22 |
insert address 201 Penn Center Blvd.
#400
Pittsburgh, PA 15246 |
| 2014-06-22 |
insert address 651 Holiday Drive
Foster Plaza 5
Pittsburgh, PA 15220 |
| 2014-06-22 |
insert address One Oxford Center
301 Grant Street, Suite 4300
Pittsburgh, PA 15219 |
| 2014-06-22 |
insert email ag..@touchstonecapital.com |
| 2014-06-22 |
insert phone 724-933-8388 ext. 18 |
| 2014-06-22 |
insert source_ip 12.147.113.112 |
| 2014-05-18 |
delete source_ip 131.239.20.112 |
| 2014-05-18 |
insert source_ip 216.57.142.112 |
| 2014-03-18 |
delete source_ip 216.57.142.112 |
| 2014-03-18 |
insert source_ip 131.239.20.112 |
| 2014-02-10 |
delete source_ip 207.154.7.112 |
| 2014-02-10 |
insert source_ip 216.57.142.112 |
| 2014-01-13 |
delete source_ip 12.147.113.112 |
| 2014-01-13 |
insert source_ip 207.154.7.112 |
| 2013-12-16 |
delete source_ip 131.239.20.112 |
| 2013-12-16 |
insert source_ip 12.147.113.112 |
| 2013-11-18 |
delete index_pages_linkeddomain mouganisfinancial.com |
| 2013-11-18 |
delete source_ip 216.57.142.112 |
| 2013-11-18 |
insert source_ip 131.239.20.112 |
| 2013-10-21 |
delete source_ip 207.154.7.112 |
| 2013-10-21 |
insert source_ip 216.57.142.112 |
| 2013-09-21 |
delete source_ip 12.147.113.112 |
| 2013-09-21 |
insert source_ip 207.154.7.112 |
| 2013-08-19 |
delete source_ip 216.57.142.112 |
| 2013-08-19 |
insert source_ip 12.147.113.112 |
| 2013-07-07 |
delete source_ip 131.239.20.112 |
| 2013-07-07 |
insert source_ip 216.57.142.112 |
| 2013-05-27 |
delete source_ip 216.57.142.112 |
| 2013-05-27 |
insert source_ip 131.239.20.112 |
| 2013-04-10 |
delete source_ip 207.154.7.45 |
| 2013-04-10 |
insert source_ip 216.57.142.112 |
| 2013-03-03 |
delete source_ip 12.147.113.45 |
| 2013-03-03 |
insert source_ip 207.154.7.45 |