| Date | Description |
|---|
| 2023-10-20 |
update person_title Angela Cogland: Financial Consultant - Thomasville => Wealth Advisor - Thomasville |
| 2023-10-20 |
update person_title Matt Edwards: Member of the Thomasville Rotary Club; Financial Consultant - Thomasville, GA => Member of the Thomasville Rotary Club; Wealth Advisor - Thomasville, GA |
| 2023-07-12 |
delete person John P. Clough |
| 2023-07-12 |
update person_title Ken O'Neal: VP / Wealth Advisor - Thomasville => Office Operations Manager - Thomasville |
| 2023-01-27 |
delete president David V. Shields |
| 2023-01-27 |
insert chairman David V. Shields |
| 2023-01-27 |
insert president Steve Portas |
| 2023-01-27 |
update person_title David V. Shields: Managing Member; CEO; Chief Market Strategist - Wellington Shields & Dudack Research Group; President; Senior Portfolio Manager; NYSE As a Member => Managing Member; Chairman; CEO; Chief Market Strategist - Wellington Shields & Dudack Research Group; Senior Portfolio Manager; NYSE As a Member |
| 2023-01-27 |
update person_title Steve Portas: Chief Compliance Officer ( CCO ) of Wellington Shields & Co; Managing Director / Head of Fixed Income Trading - Herbst Wealth Management; Chief Compliance Officer => Managing Director / Head of Fixed Income Trading - Herbst Wealth Management; President; President and Chief Compliance Officer ( CCO ) of Wellington Shields & Co; Chief Compliance Officer |
| 2022-11-24 |
insert person Matt Edwards |
| 2022-09-21 |
insert managingdirector Eileen Connolly |
| 2022-09-21 |
update person_title Eileen Connolly: Senior Wealth Advisor and Head of Fixed Income; Chief Operating Officer / Head Trader; Senior Wealth Advisor, Head of Fixed Income Trading - Herbst Wealth Management, a Unit of Wellington Shields & Co. LLC => Head of Fixed Income Trading; Chief Operating Officer / Head Trader; Managing Director, Head of Fixed Income Trading - Herbst Wealth Management, a Unit of Wellington Shields & Co. LLC; Managing Director |
| 2022-09-21 |
update person_title Steve Portas: Chief Compliance Officer ( CCO ) of Wellington Shields & Co; Senior Wealth Advisor / Head of Fixed Income Trading - Herbst Wealth Management; Chief Compliance Officer => Chief Compliance Officer ( CCO ) of Wellington Shields & Co; Managing Director / Head of Fixed Income Trading - Herbst Wealth Management; Chief Compliance Officer |
| 2022-04-17 |
delete about_pages_linkeddomain ihsmarkit.com |
| 2022-04-17 |
delete career_pages_linkeddomain ihsmarkit.com |
| 2022-04-17 |
delete contact_pages_linkeddomain ihsmarkit.com |
| 2022-04-17 |
delete index_pages_linkeddomain ihsmarkit.com |
| 2022-04-17 |
delete management_pages_linkeddomain ihsmarkit.com |
| 2022-04-17 |
delete terms_pages_linkeddomain ihsmarkit.com |
| 2022-04-17 |
insert about_pages_linkeddomain abelnoser.com |
| 2022-04-17 |
insert career_pages_linkeddomain abelnoser.com |
| 2022-04-17 |
insert contact_pages_linkeddomain abelnoser.com |
| 2022-04-17 |
insert index_pages_linkeddomain abelnoser.com |
| 2022-04-17 |
insert management_pages_linkeddomain abelnoser.com |
| 2022-04-17 |
insert terms_pages_linkeddomain abelnoser.com |
| 2021-04-06 |
insert index_pages_linkeddomain linkedin.com |
| 2021-04-06 |
insert terms_pages_linkeddomain linkedin.com |
| 2020-10-16 |
delete about_pages_linkeddomain tagaudit.com |
| 2020-10-16 |
delete client_pages_linkeddomain tagaudit.com |
| 2020-10-16 |
delete contact_pages_linkeddomain tagaudit.com |
| 2020-10-16 |
delete index_pages_linkeddomain tagaudit.com |
| 2020-10-16 |
delete management_pages_linkeddomain tagaudit.com |
| 2020-10-16 |
delete service_pages_linkeddomain tagaudit.com |
| 2020-10-16 |
delete terms_pages_linkeddomain tagaudit.com |
| 2020-10-16 |
insert about_pages_linkeddomain ihsmarkit.com |
| 2020-10-16 |
insert client_pages_linkeddomain ihsmarkit.com |
| 2020-10-16 |
insert contact_pages_linkeddomain ihsmarkit.com |
| 2020-10-16 |
insert index_pages_linkeddomain ihsmarkit.com |
| 2020-10-16 |
insert management_pages_linkeddomain ihsmarkit.com |
| 2020-10-16 |
insert service_pages_linkeddomain ihsmarkit.com |
| 2020-10-16 |
insert terms_pages_linkeddomain ihsmarkit.com |
| 2020-03-05 |
delete founder Brian Herbst |
| 2020-03-05 |
delete otherexecutives Anthony DaPrato |
| 2020-03-05 |
delete otherexecutives Brian Herbst |
| 2020-03-05 |
delete otherexecutives Terence Brogan |
| 2020-03-05 |
delete svp Alan Silverman |
| 2020-03-05 |
delete svp Dimitri Kuriloff |
| 2020-03-05 |
delete svp Georges C. Boyer |
| 2020-03-05 |
delete svp Mark Sperry |
| 2020-03-05 |
delete svp Noel Kezsbom |
| 2020-03-05 |
delete svp Steven Heinowitz |
| 2020-03-05 |
delete address 159C Main Street
Charlemont, MA 01339 |
| 2020-03-05 |
delete person Alan S. Braunshweiger |
| 2020-03-05 |
delete person Alan Silverman |
| 2020-03-05 |
delete person Alexander Cripps |
| 2020-03-05 |
delete person Angie Cogland |
| 2020-03-05 |
delete person Anthony DaPrato |
| 2020-03-05 |
delete person Bob Brogan, Sr. |
| 2020-03-05 |
delete person Bob Snapper |
| 2020-03-05 |
delete person Brian Herbst |
| 2020-03-05 |
delete person Carol-Lynn Lavelle |
| 2020-03-05 |
delete person Cecile Goyette |
| 2020-03-05 |
delete person Debbie Gaskins |
| 2020-03-05 |
delete person Dimitri Kuriloff |
| 2020-03-05 |
delete person Ed Herbst |
| 2020-03-05 |
delete person Eileen Connolly |
| 2020-03-05 |
delete person Ellen Purinton |
| 2020-03-05 |
delete person Frank Gretz |
| 2020-03-05 |
delete person Frank Lin |
| 2020-03-05 |
delete person Gail M. Dudack |
| 2020-03-05 |
delete person Georges C. Boyer |
| 2020-03-05 |
delete person Hasija Capric |
| 2020-03-05 |
delete person Howard D. Brous |
| 2020-03-05 |
delete person James Cashin |
| 2020-03-05 |
delete person James Shadek |
| 2020-03-05 |
delete person Jeffrey Foley |
| 2020-03-05 |
delete person Jerry Ballan |
| 2020-03-05 |
delete person Joe Cembrola |
| 2020-03-05 |
delete person John Clough |
| 2020-03-05 |
delete person John P Kelly |
| 2020-03-05 |
delete person Judith Frias |
| 2020-03-05 |
delete person Julian LeCraw |
| 2020-03-05 |
delete person Julie Vicinanza |
| 2020-03-05 |
delete person Ken O'Neal |
| 2020-03-05 |
delete person Kristi Furnari |
| 2020-03-05 |
delete person Larry Bogert, III |
| 2020-03-05 |
delete person Linda Pietronigro |
| 2020-03-05 |
delete person Louise Desautels |
| 2020-03-05 |
delete person Luanne King Eisenberg |
| 2020-03-05 |
delete person Mark Pankoff |
| 2020-03-05 |
delete person Mark Sperry |
| 2020-03-05 |
delete person Maureen Henderson |
| 2020-03-05 |
delete person Max Ule |
| 2020-03-05 |
delete person Noel Kezsbom |
| 2020-03-05 |
delete person Phil Lindenbaum |
| 2020-03-05 |
delete person Phil Walkley III |
| 2020-03-05 |
delete person Ralph Pierro |
| 2020-03-05 |
delete person Rob Brogan |
| 2020-03-05 |
delete person Steven Friedfertig |
| 2020-03-05 |
delete person Steven Heinowitz |
| 2020-03-05 |
delete person Susan Porpora |
| 2020-03-05 |
delete person Tanya Lovrentjev |
| 2020-03-05 |
delete person Ted Nelson |
| 2020-03-05 |
delete person Terence Brogan |
| 2020-03-05 |
delete person Veronica Pius |
| 2020-03-05 |
insert address 29 Bridge Street, P.O. Box 430
Shelburne Falls, MA 01370 |
| 2020-02-04 |
delete office_emails sa..@wellingtonshields.com |
| 2020-02-04 |
delete address 20600 Chagrin Blvd., Suite 800
Cleveland, OH 44122 |
| 2020-02-04 |
delete address 2900 South Tamiami Trail
Sarasota, FL 34239 |
| 2020-02-04 |
delete address 78 Forest Ave
Locust Valley, NY 11560 |
| 2020-02-04 |
delete email gl..@greatlakesreview.com |
| 2020-02-04 |
delete email sa..@wellingtonshields.com |
| 2020-02-04 |
delete person Elliott Schlang |
| 2020-02-04 |
delete person Jason Rodgers |
| 2020-02-04 |
delete person Nicole Tibbe |
| 2020-02-04 |
delete phone 216-767-1340 |
| 2020-02-04 |
delete phone 941-366-2100 |
| 2020-02-04 |
insert address 63 Forest Ave
Locust Valley, NY 11560 |
| 2020-02-04 |
update person_title Philip Curcuru: Chief Financial Officer => Managing Member; Chief Financial Officer |
| 2019-10-05 |
insert svp Noel Kezsbom |
| 2019-10-05 |
insert svp Steven Heinowitz |
| 2019-10-05 |
insert person Noel Kezsbom |
| 2019-10-05 |
insert person Steven Heinowitz |
| 2019-09-05 |
delete person Brad Tremitiere |
| 2019-06-05 |
delete person Carole Love |
| 2019-06-05 |
delete person David Stratton |
| 2019-06-05 |
delete person Jason Tilchen |
| 2019-02-24 |
delete person Al Martinelli |
| 2019-02-24 |
update person_title Angie Cogland: Office Operations Manager => Office Operations Manager - Thomasville, GA |
| 2019-02-24 |
update person_title Brad Tremitiere: Portfolio Manager, Firm Insurance Coordinator => Portfolio Manager, Firm Insurance Coordinator - Sarasota, FL |
| 2019-02-24 |
update person_title Ken O'Neal: Financial Advisor - Thomasville, Georgia; Financial Advisor => Financial Advisor - Thomasville, GA |
| 2019-02-24 |
update person_title Phil Lindenbaum: Financial Advisor, Branch Manager - Sarasota, Florida; Financial Advisor; Branch Manager => VP, Financial Advisor, Branch Manager - Sarasota, Florida |
| 2019-01-23 |
insert person Ellen Purinton |
| 2019-01-23 |
insert person Howard D. Brous |
| 2019-01-23 |
insert person Nicole Tibbe |
| 2019-01-23 |
insert person Susan Porpora |
| 2018-07-07 |
update website_status FlippedRobots => OK |
| 2018-07-07 |
insert svp Alan McNear |
| 2018-07-07 |
delete index_pages_linkeddomain brogangroupresearch.com |
| 2018-07-07 |
delete index_pages_linkeddomain dudackresearchgroup.com |
| 2018-07-07 |
delete index_pages_linkeddomain greatlakesreview.com |
| 2018-07-07 |
delete source_ip 67.225.251.203 |
| 2018-07-07 |
insert index_pages_linkeddomain theocc.com |
| 2018-07-07 |
insert person Alan McNear |
| 2018-07-07 |
insert source_ip 35.196.252.237 |
| 2018-06-03 |
update website_status OK => FlippedRobots |
| 2017-09-30 |
delete person Marguerite Kircher |
| 2017-08-19 |
insert ceo David V. Shields |
| 2017-08-19 |
insert president W. Jameson McFadden |
| 2017-08-19 |
update person_title David V. Shields: New York Stock Exchange As a Member; Vice Chairman and CEO of Wellington Shields & Co. LLC => New York Stock Exchange As a Member; CEO |
| 2017-08-19 |
update person_title Ralph Scarpa: Managing Member; Co - CEO of Wellington Shields & Company => Managing Member of Wellington Shields & Company; Managing Member |
| 2017-08-19 |
update person_title Tim Grant: Vice Chairman of Wellington Shields Capital Management => Vice Chairman |
| 2017-08-19 |
update person_title W. Jameson McFadden: President of Wellington Shields & Co. LLC => President |
| 2017-06-12 |
insert about_pages_linkeddomain greatlakesreview.com |
| 2017-06-12 |
insert index_pages_linkeddomain greatlakesreview.com |
| 2017-06-12 |
insert management_pages_linkeddomain greatlakesreview.com |
| 2017-06-12 |
insert service_pages_linkeddomain greatlakesreview.com |
| 2017-06-12 |
insert terms_pages_linkeddomain greatlakesreview.com |
| 2017-04-29 |
delete about_pages_linkeddomain altastreet.com |
| 2017-04-29 |
delete contact_pages_linkeddomain altastreet.com |
| 2017-04-29 |
delete index_pages_linkeddomain altastreet.com |
| 2017-04-29 |
delete management_pages_linkeddomain altastreet.com |
| 2017-04-29 |
delete person Charlie Wellington |
| 2017-04-29 |
delete service_pages_linkeddomain altastreet.com |
| 2017-04-29 |
delete terms_pages_linkeddomain altastreet.com |
| 2017-04-29 |
update person_description W. Jameson McFadden => W. Jameson McFadden |
| 2017-04-29 |
update person_title David V. Shields: New York Stock Exchange As a Member; Vice Chairman and Co - CEO of Wellington Shields & Company => New York Stock Exchange As a Member; Vice Chairman and CEO of Wellington Shields & Co. LLC |
| 2017-04-29 |
update person_title Ralph Scarpa: Co - CEO of Wellington Shields & Company => Managing Member; Co - CEO of Wellington Shields & Company |
| 2017-04-29 |
update person_title W. Jameson McFadden: Managing Member => President of Wellington Shields & Co. LLC |
| 2016-03-25 |
update website_status DomainNotFound => OK |
| 2016-03-11 |
update website_status OK => DomainNotFound |
| 2015-10-21 |
delete source_ip 50.57.103.100 |
| 2015-10-21 |
insert index_pages_linkeddomain altastreet.com |
| 2015-10-21 |
insert source_ip 67.225.251.203 |
| 2015-10-21 |
update robots_txt_status www.wellingtonshields.com: 404 => 200 |
| 2015-10-21 |
update website_status InvalidContent => OK |
| 2015-09-23 |
update website_status OK => InvalidContent |
| 2014-12-02 |
delete address 225 Lewis Wharf
Boston, MA 02110 |
| 2014-12-02 |
insert about_pages_linkeddomain finra.org |
| 2014-12-02 |
insert address 425 Lewis Wharf
Boston, MA 02110 |
| 2014-12-02 |
insert contact_pages_linkeddomain finra.org |
| 2014-12-02 |
insert index_pages_linkeddomain finra.org |
| 2014-12-02 |
insert management_pages_linkeddomain finra.org |
| 2014-12-02 |
insert terms_pages_linkeddomain finra.org |
| 2014-10-07 |
update person_description W. Jameson McFadden => W. Jameson McFadden |
| 2014-03-02 |
update person_title David V. Shields: New York Stock Exchange As a Member; Vice Chairman of Wellington Shields & Company => New York Stock Exchange As a Member; Vice Chairman and Co - CEO of Wellington Shields & Company |
| 2014-03-02 |
update person_title Thomas W. Grant: Co - CEO of Wellington Shields & Co LLC => Vice Chairman of Wellington Shields Capital |
| 2014-03-02 |
update person_title Tim Grant: Co - CEO of Wellington Shields & Company => Vice Chairman of Wellington Shields Capital Management |
| 2013-08-11 |
insert about_pages_linkeddomain brogangroupresearch.com |
| 2013-08-11 |
insert contact_pages_linkeddomain brogangroupresearch.com |
| 2013-08-11 |
insert index_pages_linkeddomain brogangroupresearch.com |
| 2013-08-11 |
insert management_pages_linkeddomain brogangroupresearch.com |
| 2013-08-11 |
insert terms_pages_linkeddomain brogangroupresearch.com |