| Date | Description |
|---|
| 2023-04-21 |
delete email dn..@4swm.com |
| 2023-04-21 |
delete email jb..@4swm.com |
| 2023-04-21 |
delete email sd..@4swm.com |
| 2023-04-21 |
delete person Dan Natoli |
| 2023-04-21 |
delete person Jaime Bollinger |
| 2023-04-21 |
delete person Scarlett Dwyer |
| 2023-04-21 |
insert email cd..@rfgadvisory.com |
| 2023-04-21 |
insert person Counce Drinkard |
| 2022-05-05 |
delete coo Michael Stalka |
| 2022-05-05 |
delete about_pages_linkeddomain hiddenlevers.com |
| 2022-05-05 |
delete address Gateway Plaza
2148 Tamiami Trail N.
Naples, FL 34102 |
| 2022-05-05 |
delete address Three CityPlace Dr.
Suite 590
Creve Coeur, MO 63141 |
| 2022-05-05 |
delete contact_pages_linkeddomain hiddenlevers.com |
| 2022-05-05 |
delete email db..@4swm.com |
| 2022-05-05 |
delete email jb..@4swm.com |
| 2022-05-05 |
delete email km..@4swm.com |
| 2022-05-05 |
delete email ld..@4swm.com |
| 2022-05-05 |
delete email ms..@4swm.com |
| 2022-05-05 |
delete fax (314) 692-2229 |
| 2022-05-05 |
delete index_pages_linkeddomain hiddenlevers.com |
| 2022-05-05 |
delete person Dana Brown |
| 2022-05-05 |
delete person Jon Brown |
| 2022-05-05 |
delete person Kevin Murphy |
| 2022-05-05 |
delete person Lewis Dickinson |
| 2022-05-05 |
delete person Michael Stalka |
| 2022-05-05 |
delete phone (314) 699-9210 |
| 2022-05-05 |
insert about_pages_linkeddomain rfgadvisorywealth.com |
| 2022-05-05 |
insert address 5551 Ridgewood Drive, Suite 101
Naples, FL 34108 |
| 2022-05-05 |
insert contact_pages_linkeddomain rfgadvisorywealth.com |
| 2022-05-05 |
insert email jb..@4swm.com |
| 2022-05-05 |
insert email jb..@rfgadvisory.com |
| 2022-05-05 |
insert index_pages_linkeddomain rfgadvisorywealth.com |
| 2022-05-05 |
insert management_pages_linkeddomain rfgadvisorywealth.com |
| 2022-05-05 |
insert person Jaime Bollinger |
| 2022-05-05 |
insert person Jessica Bradley |
| 2022-05-05 |
update person_title Dan Natoli: Paraplanner => Paraplanner; Financial Advisor, Director of Planning |
| 2022-05-05 |
update primary_contact Gateway Plaza
2148 Tamiami Trail N.
Naples, FL 34102 => 5551 Ridgewood Drive, Suite 101
Naples, FL 34108 |
| 2021-09-27 |
delete source_ip 184.168.221.81 |
| 2021-09-27 |
delete source_ip 208.94.237.2 |
| 2021-09-27 |
insert source_ip 107.180.51.233 |
| 2018-08-13 |
delete personal_emails ja..@lpl.com |
| 2018-08-13 |
delete personal_emails sc..@lpl.com |
| 2018-08-13 |
delete email ja..@lpl.com |
| 2018-08-13 |
delete email sc..@lpl.com |
| 2018-08-13 |
insert about_pages_linkeddomain orionadvisor.com |
| 2018-08-13 |
insert contact_pages_linkeddomain orionadvisor.com |
| 2018-08-13 |
insert email jh..@4swm.com |
| 2018-08-13 |
insert email sd..@4swm.com |
| 2018-08-13 |
insert index_pages_linkeddomain orionadvisor.com |
| 2018-08-13 |
insert service_pages_linkeddomain orionadvisor.com |
| 2018-08-13 |
update person_title Jacob Hower: Planning Specialist, Team Wedel => Financial Paraplanner |
| 2018-08-13 |
update person_title Scarlett Dwyer: Administrative Assistant, Team Wedel => Director of First Impression |
| 2018-04-17 |
insert coo Michael Stalka |
| 2018-04-17 |
delete email ts..@rfgadvisory.com |
| 2018-04-17 |
delete person Tami Salzano |
| 2018-04-17 |
insert email jb..@4swm.com |
| 2018-04-17 |
insert email ms..@4swm.com |
| 2018-04-17 |
insert person Michael Stalka |
| 2017-11-11 |
delete email zu..@rfgadvisory.com |
| 2017-08-24 |
delete personal_emails ja..@lpl.com |
| 2017-08-24 |
delete email af..@rfgadvisory.com |
| 2017-08-24 |
delete email ja..@lpl.com |
| 2017-08-24 |
delete email lc..@rfgadvisory.com |
| 2017-08-24 |
delete email tf..@rfgadvisory.com |
| 2017-08-24 |
delete person Anna Fruits |
| 2017-08-24 |
delete person Jaymee Andree |
| 2017-08-24 |
delete person Lucinda Christian |
| 2017-08-24 |
delete person Travis W. Freeman |
| 2017-05-14 |
delete personal_emails ti..@lpl.com |
| 2017-05-14 |
delete email su..@rfgadvisory.com |
| 2017-05-14 |
delete email ti..@lpl.com |
| 2017-05-14 |
delete person Tim Laramie |
| 2017-05-14 |
insert email zu..@rfgadvisory.com |
| 2017-03-10 |
delete personal_emails al..@lpl.com |
| 2017-03-10 |
delete personal_emails an..@lpl.com |
| 2017-03-10 |
delete personal_emails ch..@lpl.com |
| 2017-03-10 |
delete personal_emails ch..@lpl.com |
| 2017-03-10 |
delete personal_emails da..@lpl.com |
| 2017-03-10 |
delete personal_emails jo..@lpl.com |
| 2017-03-10 |
delete personal_emails ke..@lpl.com |
| 2017-03-10 |
delete personal_emails li..@lpl.com |
| 2017-03-10 |
delete personal_emails st..@lpl.com |
| 2017-03-10 |
delete personal_emails ta..@lpl.com |
| 2017-03-10 |
delete personal_emails tr..@lpl.com |
| 2017-03-10 |
delete email al..@lpl.com |
| 2017-03-10 |
delete email an..@lpl.com |
| 2017-03-10 |
delete email bi..@lpl.com |
| 2017-03-10 |
delete email ch..@lpl.com |
| 2017-03-10 |
delete email ch..@lpl.com |
| 2017-03-10 |
delete email da..@lpl.com |
| 2017-03-10 |
delete email jo..@lpl.com |
| 2017-03-10 |
delete email ke..@lpl.com |
| 2017-03-10 |
delete email li..@lpl.com |
| 2017-03-10 |
delete email st..@lpl.com |
| 2017-03-10 |
delete email ta..@lpl.com |
| 2017-03-10 |
delete email tr..@lpl.com |
| 2017-03-10 |
delete person Alison Hadzic |
| 2017-03-10 |
delete person Chris Seiffert |
| 2017-03-10 |
delete phone (239) 262-6060 |
| 2017-03-10 |
insert email af..@rfgadvisory.com |
| 2017-03-10 |
insert email cb..@rfgadvisory.com |
| 2017-03-10 |
insert email dk..@4swm.com |
| 2017-03-10 |
insert email dt..@4swm.com |
| 2017-03-10 |
insert email jg..@4swm.com |
| 2017-03-10 |
insert email ke..@4swm.com |
| 2017-03-10 |
insert email lc..@rfgadvisory.com |
| 2017-03-10 |
insert email lw..@rfgadvisory.com |
| 2017-03-10 |
insert email su..@rfgadvisory.com |
| 2017-03-10 |
insert email sw..@4swm.com |
| 2017-03-10 |
insert email sw..@4swm.com |
| 2017-03-10 |
insert email tf..@rfgadvisory.com |
| 2017-03-10 |
insert email ts..@rfgadvisory.com |
| 2017-03-10 |
insert email wm..@rfgadvisory.com |
| 2017-03-10 |
insert person Lucinda Christian |
| 2017-03-10 |
insert person Spencer Wilmes |
| 2017-03-10 |
insert person Zach Ungerott |
| 2017-03-10 |
insert phone (239) 262-0123 |
| 2017-03-10 |
update person_title Alex Fox: Client Service Coordinator, the Banks Group => Para Planner, Team Banks |
| 2017-03-10 |
update person_title Drew Geldbach: Partner, the Banks Group => Partner |
| 2017-03-10 |
update person_title Paul Banks: Financial Advisor, the Banks Group => Partner |
| 2017-01-21 |
delete personal_emails ma..@lpl.com |
| 2017-01-21 |
delete personal_emails su..@lpl.com |
| 2017-01-21 |
delete email ma..@lpl.com |
| 2017-01-21 |
delete email su..@lpl.com |
| 2017-01-21 |
delete person Susan Paddon |
| 2016-11-06 |
update person_title Alex Fox: Client Service Coordinator, Team Banks => Client Service Coordinator, the Banks Group |
| 2016-11-06 |
update person_title Drew Geldbach: Partner => Partner, the Banks Group |
| 2016-11-06 |
update person_title Paul Banks: Operations Manager, Team Banks => Financial Advisor, the Banks Group |
| 2016-09-26 |
delete email ka..@lpl.com |
| 2016-09-26 |
delete email t...@lpl.com |
| 2016-09-26 |
delete person Katelyn Rabaduex |
| 2016-09-26 |
delete person Tanya Williams |
| 2016-04-18 |
delete personal_emails gw..@lpl.com |
| 2016-04-18 |
insert personal_emails ch..@lpl.com |
| 2016-04-18 |
insert personal_emails li..@lpl.com |
| 2016-04-18 |
insert personal_emails ti..@lpl.com |
| 2016-04-18 |
delete email gw..@lpl.com |
| 2016-04-18 |
delete person Gwendolyn Hood |
| 2016-04-18 |
insert email al..@lpl.com |
| 2016-04-18 |
insert email ch..@lpl.com |
| 2016-04-18 |
insert email li..@lpl.com |
| 2016-04-18 |
insert email t...@lpl.com |
| 2016-04-18 |
insert email ti..@lpl.com |
| 2016-04-18 |
insert person Alex Fox |
| 2016-04-18 |
insert person Chris Seiffert |
| 2016-04-18 |
insert person Lisa Wilson |
| 2016-04-18 |
insert person Tanya Williams |
| 2016-04-18 |
insert person Tim Laramie |
| 2016-04-18 |
update person_title Alison Hadzic: Client Service Specialist => Client Service Specialist, Team Kallaos |
| 2016-04-18 |
update person_title Anna Fruits: Client Service Specialist => Client Service Specialist, Team Freeman |
| 2016-04-18 |
update person_title Christopher Beste: LPL Financial Advisor / Director of Planning => LPL Financial Advisor |
| 2016-04-18 |
update person_title Jacob Hower: Planning and Service Specialist => Planning Specialist, Team Wedel |
| 2016-04-18 |
update person_title Katelyn Rabaduex: Senior Service Specialist => Senior Service Specialist, Team Wedel |
| 2016-04-18 |
update person_title Kathleen Terrell: Administrative Assistant => Assistant to Dale Terrell |
| 2016-04-18 |
update person_title Scarlett Dwyer: Administrative Assistant => Administrative Assistant, Team Wedel |
| 2015-10-27 |
delete personal_emails se..@lpl.com |
| 2015-10-27 |
delete email se..@lpl.com |
| 2015-10-27 |
delete person Selina Allen |
| 2015-09-01 |
insert about_pages_linkeddomain sec.gov |
| 2015-09-01 |
insert contact_pages_linkeddomain sec.gov |
| 2015-09-01 |
insert index_pages_linkeddomain sec.gov |
| 2015-09-01 |
insert service_pages_linkeddomain sec.gov |
| 2015-07-07 |
delete otherexecutives Joe Studdard |
| 2015-07-07 |
delete personal_emails jo..@lpl.com |
| 2015-07-07 |
delete email jo..@lpl.com |
| 2015-07-07 |
delete person Joe Studdard |
| 2015-07-07 |
update person_title Drew Geldbach: Customer Service Representative, Team Banks => Partner |
| 2015-07-07 |
update person_title Jacob Hower: Service Specialist => Planning and Service Specialist |
| 2015-07-07 |
update person_title Katelyn Rabaduex: Service Specialist => Senior Service Specialist |
| 2015-06-08 |
delete personal_emails da..@lpl.com |
| 2015-06-08 |
delete personal_emails si..@lpl.com |
| 2015-06-08 |
delete email da..@lpl.com |
| 2015-06-08 |
delete email si..@lpl.com |
| 2015-06-08 |
delete person Allison Hadzic |
| 2015-06-08 |
delete person David Ladd |
| 2015-06-08 |
delete person Siobhan Ronan |
| 2015-05-09 |
delete personal_emails el..@lpl.com |
| 2015-05-09 |
delete email el..@lpl.com |
| 2015-05-09 |
delete person Libby Potter |
| 2015-04-08 |
delete index_pages_linkeddomain xignite.com |
| 2015-04-08 |
delete source_ip 23.21.77.137 |
| 2015-04-08 |
delete source_ip 54.225.237.184 |
| 2015-04-08 |
delete source_ip 54.243.218.255 |
| 2015-04-08 |
insert index_pages_linkeddomain myaccountviewonline.com |
| 2015-04-08 |
insert source_ip 208.94.237.2 |
| 2015-03-11 |
delete source_ip 107.21.121.170 |
| 2015-03-11 |
delete source_ip 23.21.52.68 |
| 2015-03-11 |
delete source_ip 50.16.240.40 |
| 2015-03-11 |
insert source_ip 23.21.77.137 |
| 2015-03-11 |
insert source_ip 54.225.237.184 |
| 2015-03-11 |
insert source_ip 54.243.218.255 |
| 2015-03-11 |
update person_title Drew Geldbach: Customer Service Representative => Special Projects Assistant, Team Banks |
| 2015-03-11 |
update person_title Gwendolyn Hood: null => Client Service Manager, Team Banks |
| 2015-03-11 |
update person_title Paul Banks: Operations Manager => Operations Manager, Team Banks |
| 2014-10-19 |
delete source_ip 107.21.121.170 |
| 2014-09-10 |
delete personal_emails no..@lpl.com |
| 2014-09-10 |
delete email no..@lpl.com |
| 2014-09-10 |
delete person Nora Flores |
| 2014-09-10 |
insert address Gateway Plaza
2148 Tamiami Trail N
Naples, FL 34102 |
| 2014-08-03 |
insert personal_emails el..@lpl.com |
| 2014-08-03 |
insert personal_emails gw..@lpl.com |
| 2014-08-03 |
insert personal_emails no..@lpl.com |
| 2014-08-03 |
delete source_ip 204.236.235.51 |
| 2014-08-03 |
delete source_ip 54.235.140.140 |
| 2014-08-03 |
insert email el..@lpl.com |
| 2014-08-03 |
insert email gw..@lpl.com |
| 2014-08-03 |
insert email no..@lpl.com |
| 2014-08-03 |
insert person Gwendolyn Hood |
| 2014-08-03 |
insert person Libby Potter |
| 2014-08-03 |
insert person Nora Flores |
| 2014-08-03 |
insert source_ip 107.21.121.170 |
| 2014-08-03 |
insert source_ip 23.21.52.68 |
| 2014-08-03 |
insert source_ip 50.16.240.40 |
| 2014-06-29 |
delete personal_emails la..@lpl.com |
| 2014-06-29 |
delete email la..@lpl.com |
| 2014-06-29 |
delete person Laura Gebhardt |
| 2014-06-29 |
update person_description Timothy J. Banks => Timothy J. Banks |
| 2014-06-29 |
update person_title Dale Terrell: LPL Registered Representative => Partner / Wealth Manager |
| 2014-05-03 |
delete personal_emails ka..@lpl.com |
| 2014-05-03 |
insert personal_emails ma..@lpl.com |
| 2014-05-03 |
insert personal_emails si..@lpl.com |
| 2014-05-03 |
delete email ka..@lpl.com |
| 2014-05-03 |
delete person Katherine Donahue |
| 2014-05-03 |
insert address 2148 Tamiami Trail N.
Naples, FL 34102 |
| 2014-05-03 |
insert email ma..@lpl.com |
| 2014-05-03 |
insert email si..@lpl.com |
| 2014-05-03 |
insert fax 239-262-7001 |
| 2014-05-03 |
insert person Marney Skinner |
| 2014-05-03 |
insert person Siobhan Ronan |
| 2014-05-03 |
insert phone 239-262-6060 |
| 2014-04-02 |
delete personal_emails al..@lpl.com |
| 2014-04-02 |
delete email al..@lpl.com |
| 2014-04-02 |
delete person Alison Bowman |
| 2014-02-17 |
insert otherexecutives Joe Studdard |
| 2014-02-17 |
insert personal_emails al..@lpl.com |
| 2014-02-17 |
insert personal_emails ch..@lpl.com |
| 2014-02-17 |
insert personal_emails da..@lpl.com |
| 2014-02-17 |
insert personal_emails ja..@lpl.com |
| 2014-02-17 |
insert personal_emails ja..@lpl.com |
| 2014-02-17 |
insert personal_emails jo..@lpl.com |
| 2014-02-17 |
insert personal_emails ka..@lpl.com |
| 2014-02-17 |
insert personal_emails la..@lpl.com |
| 2014-02-17 |
insert email al..@lpl.com |
| 2014-02-17 |
insert email ch..@lpl.com |
| 2014-02-17 |
insert email d...@lpl.com |
| 2014-02-17 |
insert email da..@lpl.com |
| 2014-02-17 |
insert email da..@lpl.com |
| 2014-02-17 |
insert email ja..@lpl.com |
| 2014-02-17 |
insert email ja..@lpl.com |
| 2014-02-17 |
insert email jo..@lpl.com |
| 2014-02-17 |
insert email ka..@lpl.com |
| 2014-02-17 |
insert email ka..@lpl.com |
| 2014-02-17 |
insert email ka..@lpl.com |
| 2014-02-17 |
insert email la..@lpl.com |
| 2014-02-17 |
insert person Alison Bowman |
| 2014-02-17 |
insert person Christopher Beste |
| 2014-02-17 |
insert person Dale Terrell |
| 2014-02-17 |
insert person Drew Geldbach |
| 2014-02-17 |
insert person Jacob Hower |
| 2014-02-17 |
insert person Jaymee Andree |
| 2014-02-17 |
insert person Joe Studdard |
| 2014-02-17 |
insert person Katelyn Rabaduex |
| 2014-02-17 |
insert person Katherine Donahue |
| 2014-02-17 |
insert person Kathleen Terrell |
| 2014-02-17 |
insert person Laura Gebhardt |
| 2014-02-17 |
update person_title Anna Fruits: Administrative Assistant => Client Service Specialist |
| 2014-02-17 |
update person_title Lynn Wedel: null => Director of Accounting |
| 2014-02-17 |
update person_title Paul Banks: null => Operations Manager |
| 2014-02-17 |
update person_title Scarlett Dwyer: null => Administrative Assistant |
| 2014-02-17 |
update person_title Tami Salzano: null => Office Manager |
| 2014-02-17 |
update person_title Timothy J. Banks: null => Partner |
| 2014-01-20 |
insert personal_emails an..@lpl.com |
| 2014-01-20 |
insert email an..@lpl.com |
| 2013-12-22 |
delete personal_emails ni..@lpl.com |
| 2013-12-22 |
insert personal_emails tr..@lpl.com |
| 2013-12-22 |
delete email ni..@lpl.com |
| 2013-12-22 |
delete person Nicole.Emsweller |
| 2013-12-22 |
insert email tr..@lpl.com |
| 2013-12-22 |
update person_description Travis W. Freeman => Travis W. Freeman |