| Date | Description |
|---|
| 2024-04-13 |
delete source_ip 34.208.164.141 |
| 2024-04-13 |
delete source_ip 44.238.81.98 |
| 2024-04-13 |
delete source_ip 52.11.75.168 |
| 2024-04-13 |
insert source_ip 34.214.228.71 |
| 2024-04-13 |
insert source_ip 44.240.132.196 |
| 2024-04-13 |
insert source_ip 52.13.228.9 |
| 2024-03-13 |
delete source_ip 35.160.27.68 |
| 2024-03-13 |
delete source_ip 44.229.180.196 |
| 2024-03-13 |
delete source_ip 52.12.99.247 |
| 2024-03-13 |
insert source_ip 34.208.164.141 |
| 2024-03-13 |
insert source_ip 44.238.81.98 |
| 2024-03-13 |
insert source_ip 52.11.75.168 |
| 2023-09-22 |
delete source_ip 35.82.139.5 |
| 2023-09-22 |
delete source_ip 44.241.183.31 |
| 2023-09-22 |
delete source_ip 54.71.50.238 |
| 2023-09-22 |
insert source_ip 35.160.27.68 |
| 2023-09-22 |
insert source_ip 44.229.180.196 |
| 2023-09-22 |
insert source_ip 52.12.99.247 |
| 2023-08-20 |
delete source_ip 44.224.207.158 |
| 2023-08-20 |
delete source_ip 50.112.174.125 |
| 2023-08-20 |
delete source_ip 52.24.86.216 |
| 2023-08-20 |
insert person Mitchell Mowid |
| 2023-08-20 |
insert source_ip 35.82.139.5 |
| 2023-08-20 |
insert source_ip 44.241.183.31 |
| 2023-08-20 |
insert source_ip 54.71.50.238 |
| 2023-08-20 |
update person_description Logan T. Ross CFP => Logan T. Ross CFP |
| 2023-07-17 |
delete source_ip 44.229.221.26 |
| 2023-07-17 |
delete source_ip 52.35.71.129 |
| 2023-07-17 |
delete source_ip 52.89.47.144 |
| 2023-07-17 |
insert partner Chief Compliance Officer |
| 2023-07-17 |
insert partner Investment Advisor Representative |
| 2023-07-17 |
insert source_ip 44.224.207.158 |
| 2023-07-17 |
insert source_ip 50.112.174.125 |
| 2023-07-17 |
insert source_ip 52.24.86.216 |
| 2023-07-17 |
update person_title Dominic DiGiacomo CFP: null => Investment Advisor; Representative |
| 2023-07-17 |
update person_title Jill M. Fitzgerald: Office Manager => Office Manager; Client Service Representative |
| 2023-07-17 |
update person_title Logan T. Ross CFP: President => President; Partner |
| 2023-07-17 |
update person_title Mark R. Fitzgerald CFP: Chief Executive Officer => Partner; Chief Executive Officer |
| 2023-07-17 |
update person_title Richard E. Balamucki ChFC: Founder => Founder; Partner |
| 2023-04-23 |
delete source_ip 34.215.48.124 |
| 2023-04-23 |
delete source_ip 35.161.167.97 |
| 2023-04-23 |
delete source_ip 54.148.99.215 |
| 2023-04-23 |
insert source_ip 44.229.221.26 |
| 2023-04-23 |
insert source_ip 52.35.71.129 |
| 2023-04-23 |
insert source_ip 52.89.47.144 |
| 2023-03-23 |
delete person Elijah J. Graham |
| 2023-03-23 |
delete person Xhilda Fishta |
| 2023-03-23 |
delete source_ip 34.208.131.33 |
| 2023-03-23 |
delete source_ip 34.216.26.160 |
| 2023-03-23 |
insert source_ip 35.161.167.97 |
| 2023-03-23 |
insert source_ip 54.148.99.215 |
| 2023-02-19 |
delete president Richard E. Balamucki ChFC |
| 2023-02-19 |
insert ceo Mark R. Fitzgerald CFP |
| 2023-02-19 |
insert president Logan T. Ross CFP |
| 2023-02-19 |
delete source_ip 52.89.237.53 |
| 2023-02-19 |
delete source_ip 54.185.57.109 |
| 2023-02-19 |
insert person Dominic DiGiacomo |
| 2023-02-19 |
insert person Elijah J. Graham |
| 2023-02-19 |
insert person Jill M. Fitzgerald |
| 2023-02-19 |
insert person Xhilda Fishta |
| 2023-02-19 |
insert source_ip 34.208.131.33 |
| 2023-02-19 |
insert source_ip 34.215.48.124 |
| 2023-02-19 |
update person_title Logan T. Ross CFP: Investment Adviser; Representative => President |
| 2023-02-19 |
update person_title Mark R. Fitzgerald CFP: Investment Adviser; Representative => Chief Executive Officer |
| 2023-02-19 |
update person_title Richard E. Balamucki ChFC: Founder; President => Founder |
| 2023-01-18 |
delete source_ip 35.161.248.195 |
| 2023-01-18 |
delete source_ip 44.240.151.79 |
| 2023-01-18 |
delete source_ip 44.241.39.130 |
| 2023-01-18 |
insert source_ip 34.216.26.160 |
| 2023-01-18 |
insert source_ip 52.89.237.53 |
| 2023-01-18 |
insert source_ip 54.185.57.109 |
| 2022-12-17 |
delete source_ip 35.162.2.80 |
| 2022-12-17 |
delete source_ip 44.239.22.209 |
| 2022-12-17 |
delete source_ip 54.184.251.48 |
| 2022-12-17 |
insert source_ip 35.161.248.195 |
| 2022-12-17 |
insert source_ip 44.240.151.79 |
| 2022-12-17 |
insert source_ip 44.241.39.130 |
| 2022-11-16 |
delete source_ip 54.186.203.88 |
| 2022-11-16 |
insert source_ip 54.184.251.48 |
| 2022-10-15 |
delete cmo Kelly O'Donnell |
| 2022-10-15 |
delete email cb@cranbrookwealth.com |
| 2022-10-15 |
delete person Casey J. Bear |
| 2022-10-15 |
delete person Kelly O'Donnell |
| 2022-10-15 |
delete source_ip 54.187.99.44 |
| 2022-10-15 |
insert source_ip 54.186.203.88 |
| 2022-09-14 |
delete source_ip 34.216.96.153 |
| 2022-09-14 |
delete source_ip 52.41.88.94 |
| 2022-09-14 |
delete source_ip 52.89.176.52 |
| 2022-09-14 |
insert source_ip 35.162.2.80 |
| 2022-09-14 |
insert source_ip 44.239.22.209 |
| 2022-09-14 |
insert source_ip 54.187.99.44 |
| 2022-08-13 |
delete source_ip 34.223.175.87 |
| 2022-08-13 |
delete source_ip 52.41.33.88 |
| 2022-08-13 |
delete source_ip 54.186.130.171 |
| 2022-08-13 |
insert source_ip 34.216.96.153 |
| 2022-08-13 |
insert source_ip 52.41.88.94 |
| 2022-08-13 |
insert source_ip 52.89.176.52 |
| 2022-07-14 |
delete person Dominic Digiacomo CFP |
| 2022-07-14 |
delete source_ip 35.80.106.131 |
| 2022-07-14 |
delete source_ip 52.40.121.165 |
| 2022-07-14 |
delete source_ip 54.187.217.168 |
| 2022-07-14 |
insert source_ip 34.223.175.87 |
| 2022-07-14 |
insert source_ip 52.41.33.88 |
| 2022-07-14 |
insert source_ip 54.186.130.171 |
| 2022-06-13 |
delete source_ip 35.163.17.173 |
| 2022-06-13 |
delete source_ip 44.236.81.186 |
| 2022-06-13 |
delete source_ip 44.241.8.58 |
| 2022-06-13 |
insert source_ip 35.80.106.131 |
| 2022-06-13 |
insert source_ip 52.40.121.165 |
| 2022-06-13 |
insert source_ip 54.187.217.168 |
| 2022-05-13 |
delete source_ip 34.223.146.202 |
| 2022-05-13 |
delete source_ip 52.37.21.110 |
| 2022-05-13 |
delete source_ip 54.188.227.137 |
| 2022-05-13 |
insert source_ip 35.163.17.173 |
| 2022-05-13 |
insert source_ip 44.236.81.186 |
| 2022-05-13 |
insert source_ip 44.241.8.58 |
| 2022-04-12 |
delete source_ip 34.213.134.135 |
| 2022-04-12 |
delete source_ip 52.89.232.121 |
| 2022-04-12 |
delete source_ip 54.186.20.140 |
| 2022-04-12 |
insert source_ip 34.223.146.202 |
| 2022-04-12 |
insert source_ip 52.37.21.110 |
| 2022-04-12 |
insert source_ip 54.188.227.137 |
| 2022-04-12 |
update person_description Dominic Digiacomo => Dominic Digiacomo CFP |
| 2022-03-13 |
insert cmo Kelly O'Donnell |
| 2022-03-13 |
delete source_ip 34.208.137.95 |
| 2022-03-13 |
delete source_ip 44.234.219.51 |
| 2022-03-13 |
delete source_ip 52.37.160.252 |
| 2022-03-13 |
insert person Kelly O'Donnell |
| 2022-03-13 |
insert source_ip 34.213.134.135 |
| 2022-03-13 |
insert source_ip 52.89.232.121 |
| 2022-03-13 |
insert source_ip 54.186.20.140 |
| 2021-09-24 |
delete source_ip 35.81.156.164 |
| 2021-09-24 |
insert source_ip 44.234.219.51 |
| 2021-07-22 |
delete source_ip 35.160.81.38 |
| 2021-07-22 |
delete source_ip 35.166.146.41 |
| 2021-07-22 |
delete source_ip 44.238.78.65 |
| 2021-07-22 |
insert source_ip 34.208.137.95 |
| 2021-07-22 |
insert source_ip 35.81.156.164 |
| 2021-07-22 |
insert source_ip 52.37.160.252 |
| 2021-06-21 |
delete source_ip 52.35.146.223 |
| 2021-06-21 |
delete source_ip 52.43.83.103 |
| 2021-06-21 |
insert source_ip 35.166.146.41 |
| 2021-06-21 |
insert source_ip 44.238.78.65 |
| 2021-05-21 |
delete source_ip 34.218.155.157 |
| 2021-05-21 |
delete source_ip 35.163.149.198 |
| 2021-05-21 |
delete source_ip 52.36.159.214 |
| 2021-05-21 |
insert person Dominic Digiacomo |
| 2021-05-21 |
insert source_ip 35.160.81.38 |
| 2021-05-21 |
insert source_ip 52.35.146.223 |
| 2021-05-21 |
insert source_ip 52.43.83.103 |
| 2021-05-21 |
update person_title Logan Ross CFP: null => Investment Adviser; Representative |
| 2021-05-21 |
update person_title Mark R. Fitzgerald CFP: Certified Financial Planner => Investment Adviser; Certified Financial Planner; Representative |
| 2021-04-06 |
delete founder Richard Balamucki |
| 2021-04-06 |
delete person Richard Balamucki |
| 2021-04-06 |
delete source_ip 34.208.230.182 |
| 2021-04-06 |
delete source_ip 35.165.19.7 |
| 2021-04-06 |
delete source_ip 52.39.68.1 |
| 2021-04-06 |
insert contact_pages_linkeddomain tamaracinc.com |
| 2021-04-06 |
insert index_pages_linkeddomain tamaracinc.com |
| 2021-04-06 |
insert management_pages_linkeddomain tamaracinc.com |
| 2021-04-06 |
insert source_ip 34.218.155.157 |
| 2021-04-06 |
insert source_ip 35.163.149.198 |
| 2021-04-06 |
insert source_ip 52.36.159.214 |
| 2021-04-06 |
update person_description Casey J. Bear => Casey J. Bear |
| 2021-01-27 |
delete source_ip 52.32.213.85 |
| 2021-01-27 |
delete source_ip 52.89.62.12 |
| 2021-01-27 |
delete source_ip 54.68.92.184 |
| 2021-01-27 |
insert source_ip 34.208.230.182 |
| 2021-01-27 |
insert source_ip 35.165.19.7 |
| 2021-01-27 |
insert source_ip 52.39.68.1 |
| 2020-09-26 |
delete source_ip 76.74.156.165 |
| 2020-09-26 |
insert source_ip 52.32.213.85 |
| 2020-09-26 |
insert source_ip 52.89.62.12 |
| 2020-09-26 |
insert source_ip 54.68.92.184 |
| 2020-07-18 |
insert contact_pages_linkeddomain advisorwebsite.com |
| 2020-07-18 |
insert index_pages_linkeddomain advisorwebsite.com |
| 2020-07-18 |
insert management_pages_linkeddomain advisorwebsite.com |
| 2019-06-16 |
delete address 901 Wilshire Drive, Suite 350
Troy, Michigan
48084 United States |
| 2019-06-16 |
delete address 901 Wilshire Drive, Suite 350 , Troy, Michigan 48084 |
| 2019-06-16 |
insert address 36330 woodward Avenue, Suite 200
Bloomfield Hills, Michigan
48304 United States |
| 2019-06-16 |
insert address 36330 woodward Avenue, Suite 200, Bloomfield Hills, Michigan 48304 |
| 2019-06-16 |
update primary_contact 901 Wilshire Drive, Suite 350 , Troy, Michigan 48084 => 36330 woodward Avenue, Suite 200, Bloomfield Hills, Michigan 48304 |
| 2017-05-16 |
insert founder Richard Balamucki |
| 2017-05-16 |
insert person Richard Balamucki |
| 2016-03-05 |
delete email kb@cranbrookwealth.com |
| 2016-03-05 |
delete person Kathi Bartley |
| 2016-03-05 |
insert email lr@cranbrookwealth.com |
| 2016-03-05 |
insert person Logan Ross |
| 2016-03-05 |
update description |