| Date | Description |
|---|
| 2024-04-07 |
insert otherexecutives Bryan Scheels |
| 2024-04-07 |
update person_title Bryan Scheels: Portfolio Manager => Assistant Vice President & Portfolio Manager Special Needs Trusts; Assistant Vice President; Portfolio Manager |
| 2023-10-11 |
insert person Janine M. Otis |
| 2023-10-11 |
insert person Mary Kate Benedict |
| 2023-10-11 |
update person_description Bryan Scheels => Bryan Scheels |
| 2023-10-11 |
update person_description Gustave J. Scacco => Gustave J. Scacco |
| 2023-10-11 |
update person_description Melissa J. Mineau => Melissa J. Mineau |
| 2023-10-11 |
update person_description Ronald P. Mayfield => Ronald P. Mayfield |
| 2023-06-21 |
update person_description Bryan Scheels => Bryan Scheels |
| 2023-06-21 |
update person_description Gustave J. Scacco => Gustave J. Scacco |
| 2023-06-21 |
update person_description Melissa J. Mineau => Melissa J. Mineau |
| 2023-06-21 |
update person_description Ronald P. Mayfield => Ronald P. Mayfield |
| 2023-04-26 |
delete source_ip 35.197.47.191 |
| 2023-04-26 |
insert person Kevin DeHond |
| 2023-04-26 |
insert source_ip 172.67.213.167 |
| 2023-04-26 |
insert source_ip 104.21.16.151 |
| 2023-04-26 |
update robots_txt_status www.hviaonline.com: 404 => 200 |
| 2023-03-25 |
delete contact_pages_linkeddomain wpenginepowered.com |
| 2023-03-25 |
delete index_pages_linkeddomain wpenginepowered.com |
| 2023-03-25 |
delete management_pages_linkeddomain wpenginepowered.com |
| 2023-03-25 |
delete service_pages_linkeddomain wpenginepowered.com |
| 2023-03-25 |
update person_description Bryan Scheels => Bryan Scheels |
| 2023-03-25 |
update person_description Gustave J. Scacco => Gustave J. Scacco |
| 2023-03-25 |
update person_description Melissa J. Mineau => Melissa J. Mineau |
| 2023-03-25 |
update person_description Ronald P. Mayfield => Ronald P. Mayfield |
| 2022-11-18 |
insert person Curt Schultzberg |
| 2022-10-18 |
insert contact_pages_linkeddomain wpenginepowered.com |
| 2022-10-18 |
insert index_pages_linkeddomain wpenginepowered.com |
| 2022-10-18 |
insert management_pages_linkeddomain wpenginepowered.com |
| 2022-10-18 |
insert service_pages_linkeddomain wpenginepowered.com |
| 2022-10-18 |
update person_description Bryan Scheels => Bryan Scheels |
| 2022-10-18 |
update person_description Gustave J. Scacco => Gustave J. Scacco |
| 2022-10-18 |
update person_description Melissa J. Mineau => Melissa J. Mineau |
| 2022-10-18 |
update person_description Ronald P. Mayfield => Ronald P. Mayfield |
| 2022-09-16 |
insert vp James M. Serkes |
| 2022-09-16 |
insert person James M. Serkes |
| 2022-09-16 |
insert person Ruth Ondarza |
| 2022-09-16 |
insert person Samantha Booth |
| 2022-09-16 |
update person_description Bryan Scheels => Bryan Scheels |
| 2022-09-16 |
update person_description Gustave J. Scacco => Gustave J. Scacco |
| 2022-09-16 |
update person_description Melissa J. Mineau => Melissa J. Mineau |
| 2022-09-16 |
update person_description Ronald P. Mayfield => Ronald P. Mayfield |
| 2022-07-16 |
delete email jf..@hviaonline.com |
| 2022-07-16 |
delete index_pages_linkeddomain fb.me |
| 2022-07-16 |
delete person James Fitzgerald |
| 2022-06-15 |
insert vp Kelly Lynch-Moloney |
| 2022-06-15 |
update person_description Bryan Scheels => Bryan Scheels |
| 2022-06-15 |
update person_description Gustave J. Scacco => Gustave J. Scacco |
| 2022-06-15 |
update person_description James Fitzgerald => James Fitzgerald |
| 2022-06-15 |
update person_description Kelly Lynch-Moloney => Kelly Lynch-Moloney |
| 2022-06-15 |
update person_description Melissa J. Mineau => Melissa J. Mineau |
| 2022-06-15 |
update person_description Ronald P. Mayfield => Ronald P. Mayfield |
| 2022-06-15 |
update person_title Kelly Lynch-Moloney: Portfolio Manager => Vice President; Portfolio Manager |
| 2022-05-15 |
insert index_pages_linkeddomain fb.me |
| 2022-05-15 |
update person_description Bryan Scheels => Bryan Scheels |
| 2022-05-15 |
update person_description Gustave J. Scacco => Gustave J. Scacco |
| 2022-05-15 |
update person_description James Fitzgerald => James Fitzgerald |
| 2022-05-15 |
update person_description Melissa J. Mineau => Melissa J. Mineau |
| 2022-05-15 |
update person_description Ronald P. Mayfield => Ronald P. Mayfield |
| 2022-04-14 |
delete index_pages_linkeddomain wsj.com |
| 2022-04-14 |
update person_description Bryan Scheels => Bryan Scheels |
| 2022-04-14 |
update person_description Gustave J. Scacco => Gustave J. Scacco |
| 2022-04-14 |
update person_description James Fitzgerald => James Fitzgerald |
| 2022-04-14 |
update person_description Melissa J. Mineau => Melissa J. Mineau |
| 2022-04-14 |
update person_description Ronald P. Mayfield => Ronald P. Mayfield |
| 2022-03-14 |
delete address 50 Main Street, Suite 1000
White Plains, NY 10606 |
| 2022-03-14 |
delete phone 914-682-2017 |
| 2022-03-14 |
insert address 4 West Red Oak Lane
White Plains, NY 10601 |
| 2022-03-14 |
insert index_pages_linkeddomain wsj.com |
| 2022-03-14 |
insert phone 914-368-6273 |
| 2022-03-14 |
update person_description James Fitzgerald => James Fitzgerald |
| 2022-03-14 |
update person_description Melissa J. Mineau => Melissa J. Mineau |
| 2021-09-27 |
update person_description Bryan Scheels => Bryan Scheels |
| 2021-09-27 |
update person_description Gustave J. Scacco => Gustave J. Scacco |
| 2021-09-27 |
update person_description Ronald P. Mayfield => Ronald P. Mayfield |
| 2021-08-26 |
update person_description Bryan Scheels => Bryan Scheels |
| 2021-08-26 |
update person_description Gustave J. Scacco => Gustave J. Scacco |
| 2021-08-26 |
update person_description James Fitzgerald => James Fitzgerald |
| 2021-08-26 |
update person_description Melissa J. Mineau => Melissa J. Mineau |
| 2021-08-26 |
update person_description Ronald P. Mayfield => Ronald P. Mayfield |
| 2021-08-26 |
update robots_txt_status www.hviaonline.com: 200 => 404 |
| 2021-05-24 |
delete vp Thomas J. McGimpsey |
| 2021-05-24 |
delete person Thomas J. McGimpsey |
| 2021-05-24 |
update person_description Bryan Scheels => Bryan Scheels |
| 2021-04-08 |
delete contact_pages_linkeddomain netdna-ssl.com |
| 2021-04-08 |
delete index_pages_linkeddomain netdna-ssl.com |
| 2021-04-08 |
delete management_pages_linkeddomain netdna-ssl.com |
| 2021-04-08 |
delete service_pages_linkeddomain netdna-ssl.com |
| 2021-04-08 |
update person_description Bryan Scheels => Bryan Scheels |
| 2021-02-06 |
delete source_ip 67.20.76.217 |
| 2021-02-06 |
insert source_ip 35.197.47.191 |
| 2020-10-15 |
insert index_pages_linkeddomain youtu.be |
| 2019-12-16 |
delete person Bryan Sheels |
| 2019-12-16 |
insert person Bryan Scheels |
| 2019-12-16 |
insert person Matthew Dagele |
| 2019-12-16 |
insert person Rosanna Fini |
| 2019-12-16 |
insert person Sarah Cammareri |
| 2019-12-16 |
update person_description James Fitzgerald => James Fitzgerald |
| 2019-12-16 |
update person_description Kelly Lynch-Moloney => Kelly Lynch-Moloney |
| 2019-12-16 |
update person_description Kimberly Reynolds => Kimberly Reynolds |
| 2019-10-22 |
update person_title Bryan Sheels: Assistant; Portfolio Manager => Portfolio Manager |
| 2019-09-19 |
delete about_pages_linkeddomain sharefile.com |
| 2019-09-19 |
delete index_pages_linkeddomain sharefile.com |
| 2019-09-19 |
delete management_pages_linkeddomain sharefile.com |
| 2019-09-19 |
delete source_ip 74.220.207.157 |
| 2019-09-19 |
insert about_pages_linkeddomain tamaracinc.com |
| 2019-09-19 |
insert index_pages_linkeddomain tamaracinc.com |
| 2019-09-19 |
insert management_pages_linkeddomain tamaracinc.com |
| 2019-09-19 |
insert source_ip 67.20.76.217 |
| 2019-03-29 |
delete person Kimberly Eherts |
| 2019-03-29 |
delete person Sherri L. Danny |
| 2019-03-29 |
delete person Stuart G. Arthur |
| 2019-03-29 |
insert person James Fitzgerald |
| 2019-03-29 |
insert person Kimberly Reynolds |
| 2019-03-29 |
update person_title Kelly Lynch-Moloney: Portfolio Manager => null |
| 2019-03-29 |
update person_title Sarah J. Hart: Client Service Administrator => Compliance Administrator |
| 2018-05-13 |
delete person Brittany Bennett |
| 2017-09-13 |
delete vp Thomas J. McGimpsey |
| 2017-09-13 |
update person_title Thomas J. McGimpsey: Vice President; Portfolio Manager => null |
| 2017-01-26 |
insert index_pages_linkeddomain hviafunds.com |
| 2017-01-26 |
insert index_pages_linkeddomain sharefile.com |
| 2017-01-26 |
insert phone 800-925-4572 |
| 2017-01-26 |
update robots_txt_status www.hviaonline.com: 404 => 200 |
| 2016-08-30 |
delete about_pages_linkeddomain orangecountytrust.com |
| 2016-08-30 |
delete contact_pages_linkeddomain orangecountytrust.com |
| 2016-08-30 |
delete index_pages_linkeddomain orangecountytrust.com |
| 2016-08-30 |
delete management_pages_linkeddomain orangecountytrust.com |
| 2016-08-30 |
insert about_pages_linkeddomain orangebanktrust.com |
| 2016-08-30 |
insert contact_pages_linkeddomain orangebanktrust.com |
| 2016-08-30 |
insert index_pages_linkeddomain orangebanktrust.com |
| 2016-08-30 |
insert management_pages_linkeddomain orangebanktrust.com |
| 2016-04-03 |
insert vp Melissa J. Mineau |
| 2016-04-03 |
update person_title Melissa J. Mineau: Vice President & Sr. Client Service Administrator => Vice President; Relationship Manager |
| 2016-02-09 |
delete person Peter B. Frunzi |
| 2016-02-09 |
insert person Ronald Mayfield |
| 2015-05-06 |
delete president Gustave J. Scacco |
| 2015-05-06 |
insert chiefinvestmentofficer Gustave J. Scacco |
| 2015-05-06 |
update person_title Gustave J. Scacco: Chief Executive Officer; Securities Analyst; President; Portfolio Manager => Securities Analyst; CEO; Chief Investment Officer; Portfolio Manager |
| 2015-03-28 |
insert vp Sherri L. Danny |
| 2015-03-28 |
insert person Sherri L. Danny |
| 2015-02-23 |
delete founder Thomas V. Guarino |
| 2015-02-23 |
delete president Thomas V. Guarino |
| 2015-02-23 |
insert ceo Gustave Joseph Scacco |
| 2015-02-23 |
insert president Gustave Joseph Scacco |
| 2015-02-23 |
delete person Thomas V. Guarino |
| 2015-02-23 |
insert person Gustave Joseph Scacco |
| 2014-11-03 |
insert otherexecutives Mark A. Lazarczyk |
| 2014-11-03 |
insert vp Mark A. Lazarczyk |
| 2014-11-03 |
insert person Kelly Lynch-Moloney |
| 2014-11-03 |
insert person Mark A. Lazarczyk |
| 2014-11-03 |
insert person Melissa J. Mineau |
| 2014-11-03 |
insert person Peter B. Frunzi |
| 2014-11-03 |
update person_description Stuart G. Arthur => Stuart G. Arthur |
| 2014-05-11 |
delete vp Kenneth E. Flood |
| 2014-05-11 |
delete person Kenneth E. Flood |
| 2014-05-11 |
insert person Thomas J. McGimpsey |