| Date | Description |
|---|
| 2024-04-17 |
delete evp Patrick Harvey |
| 2024-04-17 |
insert otherexecutives Zachary Furshman |
| 2024-04-17 |
insert svp Patrick Harvey |
| 2024-04-17 |
update person_title Andy Kelly: Junior Associate => Senior Associate |
| 2024-04-17 |
update person_title Bryan Wasserman: Financial Advisor => Senior Associate |
| 2024-04-17 |
update person_title Kristen Gukanovich: Benefit Services Manager => Benefit Services Director |
| 2024-04-17 |
update person_title Patrick Harvey: EVP => SVP |
| 2024-04-17 |
update person_title Zachary Furshman: Wealth Management Director => Vice President of Operations |
| 2023-05-06 |
insert about_pages_linkeddomain advisorgroup.com |
| 2023-05-06 |
insert contact_pages_linkeddomain advisorgroup.com |
| 2023-05-06 |
insert index_pages_linkeddomain advisorgroup.com |
| 2022-03-20 |
insert email jk..@getkbi.com |
| 2022-03-20 |
insert person Jim Knudsen |
| 2022-02-07 |
delete cfo Patrick Harvey |
| 2022-02-07 |
delete otherexecutives Zachary Furshman |
| 2022-02-07 |
insert evp Patrick Harvey |
| 2022-02-07 |
insert email ak..@getkbi.com |
| 2022-02-07 |
insert person Andy Kelly |
| 2022-02-07 |
update person_title Patrick Harvey: CFO => EVP |
| 2022-02-07 |
update person_title Zachary Furshman: Wealth Management Director; Director => Wealth Management Director |
| 2021-10-05 |
delete source_ip 199.59.138.230 |
| 2021-10-05 |
delete source_ip 199.59.136.230 |
| 2021-10-05 |
insert source_ip 18.209.242.7 |
| 2021-10-05 |
insert source_ip 3.88.95.32 |
| 2021-06-18 |
delete address 810 E. College Parkway
Annapolis, MD 21409 |
| 2021-06-18 |
insert address 99 Cathedral St
Annapolis, MD 21401 |
| 2021-06-18 |
update primary_contact 810 E. College Parkway Annapolis, MD 21409 => 99 Cathedral St Annapolis, MD 21401 |
| 2021-04-22 |
delete email dr..@kellycos.com |
| 2021-04-22 |
delete email kg..@kellycos.com |
| 2021-04-22 |
delete email ph..@kellycos.com |
| 2021-04-22 |
delete index_pages_linkeddomain factset.com |
| 2021-04-22 |
delete index_pages_linkeddomain theice.com |
| 2021-04-22 |
insert email dr..@getkfa.com |
| 2021-04-22 |
insert email kg..@getkbi.com |
| 2021-04-22 |
insert email ph..@getkbi.com |
| 2021-04-22 |
insert email zf..@getkfa.com |
| 2021-04-22 |
insert person Zachary Furshman |
| 2020-07-19 |
insert index_pages_linkeddomain emailprotection.link |
| 2020-04-18 |
update person_title Kristen Gukanovich: Client Services Associate => Benefit Services Manager |
| 2019-12-02 |
update website_status FlippedRobots => OK |
| 2019-11-25 |
update website_status OK => FlippedRobots |
| 2019-10-24 |
update website_status FailedRobots => OK |
| 2019-10-24 |
insert email at..@getkfa.com |
| 2019-10-24 |
insert email bw..@getkfa.com |
| 2019-10-24 |
insert person Alan Tassey |
| 2019-10-24 |
insert person Bryan Wasserman |
| 2019-10-07 |
update website_status FlippedRobots => FailedRobots |
| 2019-02-27 |
update website_status OK => FlippedRobots |
| 2018-11-23 |
delete index_pages_linkeddomain emeraldsecure.com |
| 2018-11-23 |
delete portfolio_pages_linkeddomain emeraldsecure.com |
| 2018-11-23 |
insert contact_pages_linkeddomain advisorclient.com |
| 2018-11-23 |
insert contact_pages_linkeddomain aetna.com |
| 2018-11-23 |
insert contact_pages_linkeddomain americanfunds.com |
| 2018-11-23 |
insert contact_pages_linkeddomain blueleaf.com |
| 2018-11-23 |
insert contact_pages_linkeddomain carefirst.com |
| 2018-11-23 |
insert contact_pages_linkeddomain fidelity.com |
| 2018-11-23 |
insert contact_pages_linkeddomain kaiserpermanente.org |
| 2018-11-23 |
insert contact_pages_linkeddomain ktbsonline.com |
| 2018-11-23 |
insert contact_pages_linkeddomain myplanrs.com |
| 2018-11-23 |
insert contact_pages_linkeddomain principal.com |
| 2018-11-23 |
insert contact_pages_linkeddomain retirementpartner.com |
| 2018-11-23 |
insert contact_pages_linkeddomain securianretirementcenter.com |
| 2018-11-23 |
insert contact_pages_linkeddomain seic.com |
| 2018-11-23 |
insert contact_pages_linkeddomain ta-retirement.com |
| 2018-11-23 |
insert contact_pages_linkeddomain uhc.com |
| 2018-11-23 |
insert index_pages_linkeddomain advisorclient.com |
| 2018-11-23 |
insert index_pages_linkeddomain aetna.com |
| 2018-11-23 |
insert index_pages_linkeddomain americanfunds.com |
| 2018-11-23 |
insert index_pages_linkeddomain blueleaf.com |
| 2018-11-23 |
insert index_pages_linkeddomain carefirst.com |
| 2018-11-23 |
insert index_pages_linkeddomain fidelity.com |
| 2018-11-23 |
insert index_pages_linkeddomain kaiserpermanente.org |
| 2018-11-23 |
insert index_pages_linkeddomain ktbsonline.com |
| 2018-11-23 |
insert index_pages_linkeddomain myplanrs.com |
| 2018-11-23 |
insert index_pages_linkeddomain principal.com |
| 2018-11-23 |
insert index_pages_linkeddomain retirementpartner.com |
| 2018-11-23 |
insert index_pages_linkeddomain securianretirementcenter.com |
| 2018-11-23 |
insert index_pages_linkeddomain seic.com |
| 2018-11-23 |
insert index_pages_linkeddomain ta-retirement.com |
| 2018-11-23 |
insert index_pages_linkeddomain uhc.com |
| 2018-11-23 |
insert management_pages_linkeddomain advisorclient.com |
| 2018-11-23 |
insert management_pages_linkeddomain aetna.com |
| 2018-11-23 |
insert management_pages_linkeddomain americanfunds.com |
| 2018-11-23 |
insert management_pages_linkeddomain blueleaf.com |
| 2018-11-23 |
insert management_pages_linkeddomain carefirst.com |
| 2018-11-23 |
insert management_pages_linkeddomain fidelity.com |
| 2018-11-23 |
insert management_pages_linkeddomain kaiserpermanente.org |
| 2018-11-23 |
insert management_pages_linkeddomain ktbsonline.com |
| 2018-11-23 |
insert management_pages_linkeddomain myplanrs.com |
| 2018-11-23 |
insert management_pages_linkeddomain principal.com |
| 2018-11-23 |
insert management_pages_linkeddomain retirementpartner.com |
| 2018-11-23 |
insert management_pages_linkeddomain securianretirementcenter.com |
| 2018-11-23 |
insert management_pages_linkeddomain seic.com |
| 2018-11-23 |
insert management_pages_linkeddomain ta-retirement.com |
| 2018-11-23 |
insert management_pages_linkeddomain uhc.com |
| 2018-11-23 |
insert person David Read |
| 2018-11-23 |
insert person Fidelity Retirement |
| 2018-11-23 |
insert person Kristen Gukanovich |
| 2018-11-23 |
insert portfolio_pages_linkeddomain advisorclient.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain aetna.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain americanfunds.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain blueleaf.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain carefirst.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain fidelity.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain kaiserpermanente.org |
| 2018-11-23 |
insert portfolio_pages_linkeddomain ktbsonline.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain myplanrs.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain principal.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain retirementpartner.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain securianretirementcenter.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain seic.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain ta-retirement.com |
| 2018-11-23 |
insert portfolio_pages_linkeddomain uhc.com |
| 2018-02-24 |
update website_status FlippedRobots => OK |
| 2018-02-24 |
delete address 400 Main Street, Suite 200, Pleasanton, CA |
| 2018-02-24 |
delete contact_pages_linkeddomain signatorinvestors.com |
| 2018-02-24 |
delete index_pages_linkeddomain signatorinvestors.com |
| 2018-02-24 |
delete management_pages_linkeddomain signatorinvestors.com |
| 2018-02-24 |
delete portfolio_pages_linkeddomain signatorinvestors.com |
| 2018-01-19 |
update website_status OK => FlippedRobots |
| 2017-11-30 |
update website_status FlippedRobots => OK |
| 2017-11-30 |
insert ceo Mike Kelly |
| 2017-11-30 |
insert coo Patrick Harvey |
| 2017-11-30 |
insert otherexecutives Mike Kelly |
| 2017-11-30 |
delete alias Kelly Companies |
| 2017-11-30 |
delete email lj..@getkfa.com |
| 2017-11-30 |
delete index_pages_linkeddomain google.com |
| 2017-11-30 |
delete management_pages_linkeddomain google.com |
| 2017-11-30 |
delete portfolio_pages_linkeddomain google.com |
| 2017-11-30 |
delete ticker_symbol IDC |
| 2017-11-30 |
insert address 400 Main Street, Suite 200, Pleasanton, CA |
| 2017-11-30 |
insert contact_pages_linkeddomain signatorinvestors.com |
| 2017-11-30 |
insert index_pages_linkeddomain factset.com |
| 2017-11-30 |
insert index_pages_linkeddomain signatorinvestors.com |
| 2017-11-30 |
insert index_pages_linkeddomain theice.com |
| 2017-11-30 |
insert management_pages_linkeddomain signatorinvestors.com |
| 2017-11-30 |
insert portfolio_pages_linkeddomain factset.com |
| 2017-11-30 |
insert portfolio_pages_linkeddomain signatorinvestors.com |
| 2017-11-30 |
insert portfolio_pages_linkeddomain theice.com |
| 2017-11-30 |
update person_description Patrick Harvey => Patrick Harvey |
| 2017-11-30 |
update person_description Tracy Ireland => Tracy Ireland |
| 2017-11-30 |
update person_title Mike Kelly: Junior Associate; President => Vice President, Business Development; President; Chief Executive Officer |
| 2017-11-30 |
update person_title Patrick Harvey: Operations Manager => Chief Operating Officer |
| 2017-11-21 |
update website_status FailedRobots => FlippedRobots |
| 2017-10-02 |
update website_status FlippedRobots => FailedRobots |
| 2017-08-25 |
update website_status FailedRobots => FlippedRobots |
| 2017-07-02 |
update website_status FlippedRobots => FailedRobots |
| 2017-05-06 |
update website_status FailedRobots => FlippedRobots |
| 2017-03-04 |
update website_status FlippedRobots => FailedRobots |
| 2017-01-20 |
update website_status FailedRobots => FlippedRobots |
| 2016-12-01 |
update website_status FlippedRobots => FailedRobots |
| 2016-10-19 |
update website_status OK => FlippedRobots |
| 2016-03-24 |
update website_status FlippedRobots => OK |
| 2016-03-24 |
delete email js..@tfamail.com |
| 2016-03-24 |
update person_description Laurie Johnson => Laurie Johnson |
| 2016-03-24 |
update person_description Tracy Ireland => Tracy Ireland |
| 2016-03-24 |
update person_title Patrick Harvey: Benefits Consultant => Operations Manager |
| 2016-02-23 |
update website_status FailedRobots => FlippedRobots |
| 2016-01-19 |
update website_status FlippedRobots => FailedRobots |
| 2015-12-02 |
update website_status FailedRobots => FlippedRobots |
| 2015-10-07 |
update website_status FlippedRobots => FailedRobots |
| 2015-08-24 |
update website_status OK => FlippedRobots |
| 2015-07-25 |
delete president Mike Kelly |
| 2015-07-25 |
delete email mk..@tfamail.com |
| 2015-07-25 |
insert email lj..@getkfa.com |
| 2015-07-25 |
insert email mk..@getkfa.com |
| 2015-07-25 |
insert email mk..@getkfa.com |
| 2015-07-25 |
insert email ti..@kellycos.com |
| 2015-07-25 |
update person_description Mike Kelly => Mike Kelly |
| 2015-07-25 |
update person_title Mike Kelly: President => Benefits Consultant / Investment Advisor Representatitive With TFA; President / Investment Advisor Representative With TFA; Investment Advisor With TFA |
| 2015-03-13 |
update website_status FlippedRobots => OK |
| 2015-02-21 |
update website_status FailedRobots => FlippedRobots |
| 2015-01-22 |
update website_status FlippedRobots => FailedRobots |
| 2014-12-23 |
update website_status OK => FlippedRobots |
| 2014-11-20 |
update website_status FailedRobots => OK |
| 2014-10-22 |
update website_status FlippedRobots => FailedRobots |
| 2014-09-22 |
update website_status FailedRobots => FlippedRobots |
| 2014-08-09 |
update website_status FlippedRobots => FailedRobots |
| 2014-07-17 |
update website_status OK => FlippedRobots |
| 2014-05-01 |
delete management_pages_linkeddomain emeraldsecure.com |
| 2014-05-01 |
delete management_pages_linkeddomain finra.org |
| 2014-05-01 |
delete management_pages_linkeddomain google.com |
| 2014-05-01 |
delete management_pages_linkeddomain sipc.org |