| Date | Description |
|---|
| 2024-03-18 |
delete ceo Alan C. Simpson |
| 2024-03-18 |
insert ceo James M. Boyd |
| 2024-03-18 |
insert ceo Robert A. Veek |
| 2024-03-18 |
delete email al..@pensionwealth.com |
| 2024-03-18 |
delete person Alan C. Simpson |
| 2024-03-18 |
delete phone 1.781.398.0077 |
| 2024-03-18 |
insert email ji..@pensionwealth.com |
| 2024-03-18 |
insert email ro..@pensionwealth.com |
| 2024-03-18 |
insert person James M. Boyd |
| 2024-03-18 |
insert person Robert A. Veek |
| 2024-03-18 |
insert phone 1.781.810.0800 |
| 2024-03-18 |
update person_description Hannah R. Fortier => Hannah R. Fortier |
| 2023-07-27 |
delete ceo Ben M. Matzilevich |
| 2023-07-27 |
delete email be..@pensionwealth.com |
| 2023-07-27 |
delete person Ben M. Matzilevich |
| 2023-07-27 |
insert associated_investor State Street Global Advisors |
| 2023-07-27 |
insert email he..@pensionwealth.com |
| 2023-07-27 |
insert person Helen L. Barber |
| 2022-10-30 |
update person_title Allison A. Majka: Senior Associate => Senior Associate; Director of Client Service |
| 2022-10-30 |
update person_title Hannah R. Fortier: Associate => Associate; Client Service Associate |
| 2022-07-28 |
delete source_ip 199.231.76.122 |
| 2022-07-28 |
insert source_ip 35.208.217.67 |
| 2022-03-26 |
delete email gg..@pensionwealth.com |
| 2022-03-26 |
delete person George M. Geraghty |
| 2022-03-26 |
delete source_ip 192.185.79.57 |
| 2022-03-26 |
insert source_ip 199.231.76.122 |
| 2021-08-26 |
update person_title George P. Webb: Managing Partner => Managing Partner; Chief Executive Officer |
| 2021-07-21 |
update person_description Brian T. Gasbarro => Brian T. Gasbarro |
| 2021-07-21 |
update person_description George P. Webb => George P. Webb |
| 2021-06-18 |
insert email gg..@pensionwealth.com |
| 2021-06-18 |
insert person George M. Geraghty |
| 2021-04-22 |
insert ceo Anna Nicastro |
| 2021-04-22 |
delete email la..@pensionwealth.com |
| 2021-04-22 |
delete email ma..@pensionwealth.com |
| 2021-04-22 |
delete email sa..@pensionwealth.com |
| 2021-04-22 |
delete person Larissa Gutterman |
| 2021-04-22 |
delete person Marilyn M. Rowland |
| 2021-04-22 |
delete person Sarah Morse |
| 2021-04-22 |
insert email an..@pensionwealth.com |
| 2021-04-22 |
insert person Anna Nicastro |
| 2021-01-31 |
insert ceo Ben M. Matzilevich |
| 2021-01-31 |
insert ceo Brian T. Gasbarro |
| 2021-01-31 |
insert ceo David J. Serpa |
| 2021-01-31 |
insert ceo Frederick F. Sears |
| 2021-01-31 |
insert otherexecutives David J. Serpa |
| 2021-01-31 |
insert email be..@pensionwealth.com |
| 2021-01-31 |
insert email br..@pensionwealth.com |
| 2021-01-31 |
insert email ds..@pensionwealth.com |
| 2021-01-31 |
insert email fr..@pensionwealth.com |
| 2021-01-31 |
insert email ma..@pensionwealth.com |
| 2021-01-31 |
insert email sa..@pensionwealth.com |
| 2021-01-31 |
insert person Ben M. Matzilevich |
| 2021-01-31 |
insert person Brian T. Gasbarro |
| 2021-01-31 |
insert person David J. Serpa |
| 2021-01-31 |
insert person Frederick F. Sears |
| 2021-01-31 |
insert person Marilyn M. Rowland |
| 2021-01-31 |
insert person Sarah Morse |
| 2020-08-06 |
update website_status FlippedRobots => OK |
| 2020-08-06 |
delete source_ip 167.212.16.243 |
| 2020-08-06 |
insert source_ip 192.185.79.57 |
| 2019-12-04 |
update website_status Disallowed => FlippedRobots |
| 2019-09-30 |
update website_status FlippedRobots => Disallowed |
| 2019-07-19 |
update website_status Disallowed => FlippedRobots |
| 2019-04-30 |
update website_status FlippedRobots => Disallowed |
| 2018-01-22 |
update website_status OK => FlippedRobots |
| 2016-07-05 |
delete person Robert Lanciault |
| 2015-10-19 |
delete person Kelsey Brennan |
| 2015-10-19 |
insert person Aaron Spelker |
| 2015-10-19 |
insert person Phillip L. Wong |
| 2015-05-23 |
update person_title Jessy Torres: Director of Client Services => Director of Operations and Client Services; Director of Client Services |
| 2015-05-23 |
update person_title Judy Morris: Manager of Operations => Manager of Client Services |
| 2015-04-25 |
update person_description Neil G. McInnis => Neil G. McInnis |
| 2015-01-27 |
delete person Rob Cant |
| 2015-01-27 |
insert person Kelsey Brennan |
| 2015-01-27 |
insert person Robert Lanciault |
| 2014-04-18 |
insert person Rob Cant |
| 2013-12-14 |
delete address 800 South St.
Suite 455, Waltham, MA 02453 |
| 2013-12-14 |
delete address 800 South Street
Suite 455
Waltham, MA 02453 |
| 2013-12-14 |
delete fax 781-893-7509 |
| 2013-12-14 |
insert address 800 South St.
Suite 390, Waltham, MA 02453 |
| 2013-12-14 |
insert address 800 South Street
Suite 390
Waltham, MA 02453 |
| 2013-12-14 |
insert fax 1 (800) 616-5532 |
| 2013-12-14 |
update primary_contact 800 South Street
Suite 455
Waltham, MA 02453 => 800 South Street
Suite 390
Waltham, MA 02453 |