SENSIBLE FINANCIAL - History of Changes


DateDescription
2022-09-21 delete index_pages_linkeddomain eventbrite.com
2022-09-21 delete source_ip 35.230.30.226
2022-09-21 insert person Kelly Robertie
2022-09-21 insert person Lisa Harris
2022-09-21 insert source_ip 141.193.213.11
2022-09-21 insert source_ip 141.193.213.10
2022-09-21 update person_title Brendan "Gyb" Spilsbury: Associate; in 2018 As an Associate Financial Advisor; Financial Advisor => CFP® - Associate Financial Advisor; in 2018 As an Associate Financial Advisor
2022-09-21 update person_title Marie St. Clare: Associate; Financial Advisor => CFP® - Associate Financial Advisor
2022-09-21 update website_status FlippedRobots => OK
2022-09-12 update website_status OK => FlippedRobots
2022-04-11 update person_description Anne Smith => Anne Smith
2022-04-11 update person_title Chuck Luce: Chief Compliance Officer and Associate Director of Business Operations => Chief Compliance Officer and Associate Director of Business Operations; Operations Group Leader and Chief Compliance Officer
2022-04-11 update person_title Frank Napolitano: Senior Financial Advisor, Spoke about Divorce and Social Security During a Webinar for the Ilumni Institute. See It Here; CFP®, CFA® Charterholder - Senior Financial Advisor => null
2022-04-11 update person_title Laura Williams: CFP®, ChSNC® - Financial Advisor => CFP®, ChSNC® - Senior Financial Advisor
2022-04-11 update person_title Marina Cekani: Operations Associate => Operations Analyst and Assistant Trader; Operations Associate
2022-03-12 delete source_ip 35.199.144.62
2022-03-12 insert email ca..@sensiblefinancial.com
2022-03-12 insert email fn..@sensiblefinancial.com
2022-03-12 insert email jt..@sensiblefinancial.com
2022-03-12 insert email lw..@sensiblefinancial.com
2022-03-12 insert email ri..@sensiblefinancial.com
2022-03-12 insert source_ip 35.230.30.226
2022-03-12 update person_description Chuck Luce => Chuck Luce
2021-12-01 insert person Sonja Murphy
2021-12-01 update person_title Chuck Luce: Chief Compliance Officer & Associate Financial Advisor; Sensible Financial® in 2015 As an Associate Financial Advisor => Sensible Financial® in 2015 As an Associate Financial Advisor; Chief Compliance Officer & Associate Director of Business Operations
2021-09-03 update person_title Frank Napolitano: Meet Senior Financial Advisor => Senior Financial Advisor, Spoke about Divorce and Social Security During a Webinar for the Ilumni Institute. See It Here
2021-07-01 insert index_pages_linkeddomain eventbrite.com
2021-02-20 update person_title Laura Williams: Earns Chartered Special Needs Consultant; CFP®, ChSNC® - Financial Advisor => CFP®, ChSNC® - Financial Advisor
2021-01-19 update person_description Chris Andrysiak => Chris Andrysiak
2021-01-19 update person_description Erica Sibley => Erica Sibley
2021-01-19 update person_title Laura Williams: CFP® - Financial Advisor => Earns Chartered Special Needs Consultant; CFP®, ChSNC® - Financial Advisor
2020-09-29 insert person Marie St. Clare
2020-09-29 update person_description Marina Cekani => Marina Cekani
2020-07-23 delete index_pages_linkeddomain calendly.com
2020-07-23 delete person Laura Higgins
2020-07-23 insert about_pages_linkeddomain linkedin.com
2020-07-23 insert about_pages_linkeddomain twitter.com
2020-07-23 insert career_pages_linkeddomain linkedin.com
2020-07-23 insert career_pages_linkeddomain twitter.com
2020-07-23 insert contact_pages_linkeddomain linkedin.com
2020-07-23 insert contact_pages_linkeddomain twitter.com
2020-07-23 insert index_pages_linkeddomain linkedin.com
2020-07-23 insert index_pages_linkeddomain twitter.com
2020-07-23 insert management_pages_linkeddomain twitter.com
2020-07-23 insert service_pages_linkeddomain linkedin.com
2020-07-23 insert service_pages_linkeddomain twitter.com
2020-05-21 update person_description Brendan "Gyb" Spilsbury => Brendan "Gyb" Spilsbury
2020-04-21 update person_title Josh Trubow: Sensible Financial® in 2011 As an Investment Operations Analyst; MSFP, CFP® - Financial Advisor => MSFP, CFP® - Senior Financial Advisor; Sensible Financial® in 2011 As an Investment Operations Analyst
2020-02-20 delete source_ip 107.180.52.12
2020-02-20 insert source_ip 35.199.144.62
2020-01-13 insert contact_pages_linkeddomain calendly.com
2019-11-12 delete address 3111 Camino Del Rio North Suite 400 San Diego, CA 92108
2019-11-12 insert address 600 B Street Suite 300 San Diego, CA 92101
2019-10-12 delete person Diane Shea
2019-10-12 insert address Suite 300 San Diego, CA 92101
2019-10-12 insert person Erica Sibley
2019-10-12 update person_title Frank Napolitano: CFP® - Senior Financial Advisor => CFP® - Senior Financial Advisor; Senior Financial Advisor; Earns His Chartered Financial Analyst Certification
2019-09-12 update person_description Rick Fine => Rick Fine
2019-08-13 delete person Erica Sibley
2019-08-13 insert management_pages_linkeddomain freeflightbirds.org
2019-08-13 update person_description Frank Napolitano => Frank Napolitano
2019-06-13 insert person Erica Sibley
2019-06-13 update person_description Edward Samp => Edward Samp
2019-02-11 insert person Brendan "Gyb" Spilsbury
2019-02-11 update person_description Rick Fine => Rick Fine
2019-01-05 insert about_pages_linkeddomain calendly.com
2019-01-05 insert management_pages_linkeddomain forbes.com
2018-11-26 update person_title Laura Williams: CFP®, Is Promoted to Financial Advisor; CFP® - Financial Advisor => CFP® - Financial Advisor
2018-11-26 update person_title Rick Fine: RMA®, CFP® - Principal and Director of Financial Planning; Executive Pursuits Contributor for the Boston Business Journal => RMA®, CFP® - Principal and Director of Financial Planning
2018-08-26 delete person Kymberlee Knight
2018-08-26 update person_description I Bonds => I Bonds
2018-08-26 update person_title Laura Williams: Financial Advisor; CFP®, Is Promoted to Financial Advisor => CFP®, Is Promoted to Financial Advisor; CFP® - Financial Advisor
2018-07-10 insert index_pages_linkeddomain calendly.com
2018-07-10 insert management_pages_linkeddomain calendly.com
2018-07-10 update person_description Laura Williams => Laura Williams
2018-07-10 update person_description Rick Miller => Rick Miller
2018-07-10 update person_title Laura Williams: Associate; Financial Advisor => Financial Advisor; CFP®, Is Promoted to Financial Advisor
2018-07-10 update person_title Rick Fine: RMA®, CFP® - Principal and Director of Financial Planning; Team Members => RMA®, CFP® - Principal and Director of Financial Planning; Team Members; Executive Pursuits Contributor for the Boston Business Journal
2017-10-13 insert person Chris Andrysiak
2017-07-25 update person_title Chuck Luce: Chief Compliance Officer & Junior Financial Advisor; Sensible Financial® in 2015 As a Junior Financial Advisor => Chief Compliance Officer & Associate Financial Advisor; Sensible Financial® in 2015 As an Associate Financial Advisor; Chief Compliance Officer & Junior Financial Advisor
2017-07-25 update person_title Laura Williams: Junior Financial Advisor => Associate; Junior Financial Advisor; Financial Advisor
2017-03-06 update person_title Chuck Luce: Junior Financial Advisor; Sensible Financial® in 2015 As a Junior Financial Advisor => Chief Compliance Officer & Junior Financial Advisor; Sensible Financial® in 2015 As a Junior Financial Advisor
2016-12-06 insert person Jay Abolofia
2016-11-08 delete person Steven Sylvia
2016-10-10 insert person Edward Samp
2016-10-10 update person_description Diane Shea => Diane Shea
2016-08-15 update website_status Disallowed => OK
2016-08-15 delete alias Sensible Financial Planning and Management, LLC
2016-08-15 delete index_pages_linkeddomain bostoninteractive.com
2016-08-15 delete source_ip 108.59.11.73
2016-08-15 insert address 203 Crescent Street Suite 404 Waltham, MA 02453
2016-08-15 insert address 3111 Camino Del Rio North Suite 400 San Diego, CA 92108
2016-08-15 insert fax (781) 810-4830
2016-08-15 insert person Chuck Luce
2016-08-15 insert person Kymberlee Knight
2016-08-15 insert phone (619) 573-4131
2016-08-15 insert source_ip 107.180.52.12
2016-08-15 update person_title Frank Napolitano: Financial Advisor, J.D., CFP®; CFP® - Financial Advisor => CFP® - Senior Financial Advisor
2016-08-15 update person_title Josh Trubow: in 2011 As an Investment Operations Analyst; MSFP, CFP® - Junior Financial Advisor => in 2011 As an Investment Operations Analyst; MSFP, CFP® - Financial Advisor
2016-08-15 update robots_txt_status www.sensiblefinancial.com: 404 => 200
2015-10-02 update website_status FlippedRobots => Disallowed
2015-09-13 update website_status OK => FlippedRobots
2015-04-19 delete person Steven Silvia
2015-01-18 insert person Steven Silvia
2015-01-18 update person_description Josh Trubow => Josh Trubow
2015-01-18 update person_title Josh Trubow: in 2011 As an Investment Operations Analyst; Investment Operations Analyst; Junior Financial Advisor => in 2011 As an Investment Operations Analyst; MSFP, CFP® - Junior Financial Advisor
2014-12-11 delete person Hillary Cederna
2014-11-08 update person_title Josh Trubow: in 2011 As an Investment Operations Analyst; Junior Financial Advisor => in 2011 As an Investment Operations Analyst; Investment Operations Analyst; Junior Financial Advisor
2014-10-02 delete index_pages_linkeddomain marketwatch.com
2014-08-29 insert person Laura Williams
2014-08-29 insert person Steven Sylvia
2014-07-20 update person_description Frank Napolitano => Frank Napolitano
2014-07-20 update person_title Frank Napolitano: Financial Advisor => Financial Advisor, J.D., CFP®; Financial Advisor
2014-01-11 update person_title Josh Trubow: in 2011 As an Investment Operations Analyst; Investment Operations Analyst => in 2011 As an Investment Operations Analyst; Junior Financial Advisor
2013-08-28 insert person Hillary Cederna
2013-07-01 delete index_pages_linkeddomain boston.com
2013-07-01 delete index_pages_linkeddomain bostonglobe.com
2013-05-17 insert index_pages_linkeddomain bostonglobe.com
2013-05-17 update person_title Rick Fine: RMA, CFP® - Senior Financial Advisor; CFP® - Senior Financial Advisor => RMA Sm, CFP® - Senior Financial Advisor
2013-04-21 update person_description Rick Fine => Rick Fine