| Date | Description |
|---|
| 2023-10-19 |
delete person John Paul "JP" Gregory |
| 2023-10-19 |
delete source_ip 34.215.155.147 |
| 2023-10-19 |
delete source_ip 35.82.158.22 |
| 2023-10-19 |
insert source_ip 34.208.146.188 |
| 2023-10-19 |
insert source_ip 44.241.189.144 |
| 2023-10-19 |
update person_title Grant Francis: Account Manager => Relationship Manager |
| 2023-09-11 |
delete address 40 North Main Street
Suite 2400
Dayton, OH 45423 |
| 2023-09-11 |
delete address 40 North Main Street Suite 2400
Dayton, OH 45423
United States |
| 2023-09-11 |
delete source_ip 34.211.26.106 |
| 2023-09-11 |
delete source_ip 35.161.160.22 |
| 2023-09-11 |
delete source_ip 44.231.120.16 |
| 2023-09-11 |
insert address 50 Chestnut St.
Suite A-200
Beavercreek, OH 45440 |
| 2023-09-11 |
insert address 50 Chestnut St. Suite A-200
Beavercreek, OH 45440
United States |
| 2023-09-11 |
insert source_ip 34.215.155.147 |
| 2023-09-11 |
insert source_ip 35.82.158.22 |
| 2023-09-11 |
insert source_ip 44.229.180.196 |
| 2023-09-11 |
update person_title Niket Patel: Account Manager => Senior Account Manager |
| 2023-09-11 |
update primary_contact 40 North Main Street Suite 2400
Dayton, OH 45423
United States => 50 Chestnut St. Suite A-200
Beavercreek, OH 45440
United States |
| 2023-08-09 |
delete source_ip 44.224.207.158 |
| 2023-08-09 |
delete source_ip 50.112.174.125 |
| 2023-08-09 |
delete source_ip 52.24.86.216 |
| 2023-08-09 |
insert source_ip 34.211.26.106 |
| 2023-08-09 |
insert source_ip 35.161.160.22 |
| 2023-08-09 |
insert source_ip 44.231.120.16 |
| 2023-07-07 |
delete source_ip 35.163.193.103 |
| 2023-07-07 |
delete source_ip 52.36.228.114 |
| 2023-07-07 |
delete source_ip 54.186.68.35 |
| 2023-07-07 |
insert source_ip 44.224.207.158 |
| 2023-07-07 |
insert source_ip 50.112.174.125 |
| 2023-07-07 |
insert source_ip 52.24.86.216 |
| 2023-06-04 |
delete source_ip 44.229.221.26 |
| 2023-06-04 |
delete source_ip 52.35.71.129 |
| 2023-06-04 |
delete source_ip 52.89.47.144 |
| 2023-06-04 |
insert source_ip 35.163.193.103 |
| 2023-06-04 |
insert source_ip 52.36.228.114 |
| 2023-06-04 |
insert source_ip 54.186.68.35 |
| 2023-04-21 |
delete source_ip 34.215.48.124 |
| 2023-04-21 |
delete source_ip 35.161.167.97 |
| 2023-04-21 |
delete source_ip 54.148.99.215 |
| 2023-04-21 |
insert source_ip 44.229.221.26 |
| 2023-04-21 |
insert source_ip 52.35.71.129 |
| 2023-04-21 |
insert source_ip 52.89.47.144 |
| 2023-03-20 |
delete source_ip 34.208.131.33 |
| 2023-03-20 |
delete source_ip 34.216.26.160 |
| 2023-03-20 |
insert person John Paul "JP" Gregory |
| 2023-03-20 |
insert source_ip 35.161.167.97 |
| 2023-03-20 |
insert source_ip 54.148.99.215 |
| 2023-02-17 |
delete person Joseph W. Saunders |
| 2023-02-17 |
delete source_ip 52.89.237.53 |
| 2023-02-17 |
delete source_ip 54.185.57.109 |
| 2023-02-17 |
insert source_ip 34.208.131.33 |
| 2023-02-17 |
insert source_ip 34.215.48.124 |
| 2023-02-17 |
update person_description Grant Francis => Grant Francis |
| 2023-02-17 |
update person_description Morgan P. Brazie => Morgan P. Brazie |
| 2023-01-16 |
delete source_ip 35.161.248.195 |
| 2023-01-16 |
delete source_ip 44.241.39.130 |
| 2023-01-16 |
delete source_ip 52.40.154.3 |
| 2023-01-16 |
insert source_ip 34.216.26.160 |
| 2023-01-16 |
insert source_ip 52.89.237.53 |
| 2023-01-16 |
insert source_ip 54.185.57.109 |
| 2022-12-15 |
delete person Corey Gladden |
| 2022-12-15 |
delete person Mitchell A. Noufer |
| 2022-12-15 |
delete source_ip 35.162.2.80 |
| 2022-12-15 |
delete source_ip 44.239.22.209 |
| 2022-12-15 |
delete source_ip 54.184.251.48 |
| 2022-12-15 |
insert person Collin R. Brazie |
| 2022-12-15 |
insert source_ip 35.161.248.195 |
| 2022-12-15 |
insert source_ip 44.241.39.130 |
| 2022-12-15 |
insert source_ip 52.40.154.3 |
| 2022-11-14 |
delete source_ip 54.186.203.88 |
| 2022-11-14 |
insert source_ip 54.184.251.48 |
| 2022-10-13 |
delete source_ip 54.187.99.44 |
| 2022-10-13 |
insert source_ip 54.186.203.88 |
| 2022-09-12 |
delete source_ip 34.216.96.153 |
| 2022-09-12 |
delete source_ip 52.41.88.94 |
| 2022-09-12 |
delete source_ip 52.89.176.52 |
| 2022-09-12 |
insert source_ip 35.162.2.80 |
| 2022-09-12 |
insert source_ip 44.239.22.209 |
| 2022-09-12 |
insert source_ip 54.187.99.44 |
| 2022-08-12 |
delete source_ip 34.223.175.87 |
| 2022-08-12 |
delete source_ip 52.41.33.88 |
| 2022-08-12 |
delete source_ip 54.186.130.171 |
| 2022-08-12 |
insert source_ip 34.216.96.153 |
| 2022-08-12 |
insert source_ip 52.41.88.94 |
| 2022-08-12 |
insert source_ip 52.89.176.52 |
| 2022-07-13 |
delete source_ip 35.80.106.131 |
| 2022-07-13 |
delete source_ip 52.40.121.165 |
| 2022-07-13 |
delete source_ip 54.187.217.168 |
| 2022-07-13 |
insert person Grant Francis |
| 2022-07-13 |
insert source_ip 34.223.175.87 |
| 2022-07-13 |
insert source_ip 52.41.33.88 |
| 2022-07-13 |
insert source_ip 54.186.130.171 |
| 2022-06-12 |
delete source_ip 35.163.17.173 |
| 2022-06-12 |
delete source_ip 44.236.81.186 |
| 2022-06-12 |
delete source_ip 44.241.8.58 |
| 2022-06-12 |
insert source_ip 35.80.106.131 |
| 2022-06-12 |
insert source_ip 52.40.121.165 |
| 2022-06-12 |
insert source_ip 54.187.217.168 |
| 2022-05-12 |
delete source_ip 34.223.146.202 |
| 2022-05-12 |
delete source_ip 52.37.21.110 |
| 2022-05-12 |
delete source_ip 54.188.227.137 |
| 2022-05-12 |
insert source_ip 35.163.17.173 |
| 2022-05-12 |
insert source_ip 44.236.81.186 |
| 2022-05-12 |
insert source_ip 44.241.8.58 |
| 2022-04-11 |
delete person Robert A. Espich |
| 2022-04-11 |
delete source_ip 34.213.134.135 |
| 2022-04-11 |
delete source_ip 52.89.232.121 |
| 2022-04-11 |
delete source_ip 54.186.20.140 |
| 2022-04-11 |
insert person Corey Gladden |
| 2022-04-11 |
insert source_ip 34.223.146.202 |
| 2022-04-11 |
insert source_ip 52.37.21.110 |
| 2022-04-11 |
insert source_ip 54.188.227.137 |
| 2022-03-11 |
delete source_ip 34.208.137.95 |
| 2022-03-11 |
delete source_ip 35.165.26.185 |
| 2022-03-11 |
delete source_ip 52.37.160.252 |
| 2022-03-11 |
insert source_ip 34.213.134.135 |
| 2022-03-11 |
insert source_ip 52.89.232.121 |
| 2022-03-11 |
insert source_ip 54.186.20.140 |
| 2021-10-03 |
delete source_ip 35.81.156.164 |
| 2021-10-03 |
insert source_ip 35.165.26.185 |
| 2021-07-28 |
delete source_ip 35.160.81.38 |
| 2021-07-28 |
delete source_ip 35.166.146.41 |
| 2021-07-28 |
delete source_ip 44.238.78.65 |
| 2021-07-28 |
insert source_ip 34.208.137.95 |
| 2021-07-28 |
insert source_ip 35.81.156.164 |
| 2021-07-28 |
insert source_ip 52.37.160.252 |
| 2021-06-26 |
delete source_ip 52.35.146.223 |
| 2021-06-26 |
insert source_ip 44.238.78.65 |
| 2021-05-26 |
delete otherexecutives Jesse L. Conrad |
| 2021-05-26 |
delete treasurer Jesse L. Conrad |
| 2021-05-26 |
insert chiefinvestmentofficer E. Reed Laughlin |
| 2021-05-26 |
delete person Jesse L. Conrad |
| 2021-05-26 |
delete person Mathew D. Crawford |
| 2021-05-26 |
delete source_ip 34.218.155.157 |
| 2021-05-26 |
delete source_ip 52.36.159.214 |
| 2021-05-26 |
delete source_ip 52.43.83.103 |
| 2021-05-26 |
insert person E. Reed Laughlin |
| 2021-05-26 |
insert source_ip 35.160.81.38 |
| 2021-05-26 |
insert source_ip 35.166.146.41 |
| 2021-05-26 |
insert source_ip 52.35.146.223 |
| 2021-05-26 |
update person_title Morgan P. Brazie: Senior Vice President, Investments; Senior Vice President of Investments for Westminster Financial Advisory Corp => President, Westminster Financial Advisory Corp.; Senior Vice President of Investments for Westminster Financial Advisory Corp |
| 2021-04-10 |
delete source_ip 35.166.50.210 |
| 2021-04-10 |
delete source_ip 44.232.108.96 |
| 2021-04-10 |
delete source_ip 54.149.67.239 |
| 2021-04-10 |
insert source_ip 34.218.155.157 |
| 2021-04-10 |
insert source_ip 52.36.159.214 |
| 2021-04-10 |
insert source_ip 52.43.83.103 |
| 2021-02-14 |
delete person Mitchell Bodenmiller |
| 2021-02-14 |
delete source_ip 34.210.151.201 |
| 2021-02-14 |
delete source_ip 35.164.157.197 |
| 2021-02-14 |
delete source_ip 52.39.68.1 |
| 2021-02-14 |
insert source_ip 35.166.50.210 |
| 2021-02-14 |
insert source_ip 44.232.108.96 |
| 2021-02-14 |
insert source_ip 54.149.67.239 |
| 2021-01-14 |
delete source_ip 52.32.213.85 |
| 2021-01-14 |
delete source_ip 52.89.62.12 |
| 2021-01-14 |
delete source_ip 54.68.92.184 |
| 2021-01-14 |
insert source_ip 34.210.151.201 |
| 2021-01-14 |
insert source_ip 35.164.157.197 |
| 2021-01-14 |
insert source_ip 52.39.68.1 |
| 2020-07-28 |
delete person Ashley N. Rice |
| 2020-07-28 |
delete person David A. Dietrich |
| 2020-07-28 |
delete person Emsie E. Hapner |
| 2020-07-28 |
delete person Janna L. Skalski |
| 2020-07-28 |
delete source_ip 34.209.68.119 |
| 2020-07-28 |
delete source_ip 52.27.167.170 |
| 2020-07-28 |
insert source_ip 52.32.213.85 |
| 2020-07-28 |
insert source_ip 52.89.62.12 |
| 2020-06-27 |
delete source_ip 34.213.141.229 |
| 2020-06-27 |
delete source_ip 52.39.3.234 |
| 2020-06-27 |
delete source_ip 54.68.99.244 |
| 2020-06-27 |
insert source_ip 34.209.68.119 |
| 2020-06-27 |
insert source_ip 52.27.167.170 |
| 2020-06-27 |
insert source_ip 54.68.92.184 |
| 2020-05-27 |
delete source_ip 35.164.148.176 |
| 2020-05-27 |
delete source_ip 52.36.46.31 |
| 2020-05-27 |
delete source_ip 52.88.247.82 |
| 2020-05-27 |
insert source_ip 34.213.141.229 |
| 2020-05-27 |
insert source_ip 52.39.3.234 |
| 2020-05-27 |
insert source_ip 54.68.99.244 |
| 2020-04-27 |
delete source_ip 34.213.110.12 |
| 2020-04-27 |
delete source_ip 50.112.138.13 |
| 2020-04-27 |
delete source_ip 52.41.218.75 |
| 2020-04-27 |
insert source_ip 35.164.148.176 |
| 2020-04-27 |
insert source_ip 52.36.46.31 |
| 2020-04-27 |
insert source_ip 52.88.247.82 |
| 2020-02-26 |
delete source_ip 34.218.211.106 |
| 2020-02-26 |
delete source_ip 52.26.226.3 |
| 2020-02-26 |
delete source_ip 54.148.104.189 |
| 2020-02-26 |
insert person Mitchell Bodenmiller |
| 2020-02-26 |
insert source_ip 34.213.110.12 |
| 2020-02-26 |
insert source_ip 50.112.138.13 |
| 2020-02-26 |
insert source_ip 52.41.218.75 |
| 2020-01-26 |
delete source_ip 35.161.87.90 |
| 2020-01-26 |
delete source_ip 52.36.59.74 |
| 2020-01-26 |
delete source_ip 54.68.160.54 |
| 2020-01-26 |
insert source_ip 34.218.211.106 |
| 2020-01-26 |
insert source_ip 52.26.226.3 |
| 2020-01-26 |
insert source_ip 54.148.104.189 |
| 2019-11-25 |
delete source_ip 100.20.36.162 |
| 2019-11-25 |
delete source_ip 34.223.151.80 |
| 2019-11-25 |
delete source_ip 52.39.200.44 |
| 2019-11-25 |
insert source_ip 35.161.87.90 |
| 2019-11-25 |
insert source_ip 52.36.59.74 |
| 2019-11-25 |
insert source_ip 54.68.160.54 |
| 2019-10-26 |
delete source_ip 34.213.136.49 |
| 2019-10-26 |
delete source_ip 52.42.177.223 |
| 2019-10-26 |
delete source_ip 54.149.152.208 |
| 2019-10-26 |
insert source_ip 100.20.36.162 |
| 2019-10-26 |
insert source_ip 34.223.151.80 |
| 2019-10-26 |
insert source_ip 52.39.200.44 |
| 2019-09-26 |
insert managingdirector Stuart C. Brazie |
| 2019-09-26 |
delete source_ip 35.161.53.156 |
| 2019-09-26 |
delete source_ip 52.32.230.168 |
| 2019-09-26 |
delete source_ip 52.40.65.5 |
| 2019-09-26 |
insert source_ip 34.213.136.49 |
| 2019-09-26 |
insert source_ip 52.42.177.223 |
| 2019-09-26 |
insert source_ip 54.149.152.208 |
| 2019-09-26 |
update person_title Stuart C. Brazie: Senior Relationship Manager for Westminster Financial Companies, Inc => Managing Director for Westminster Financial Companies, Inc; Managing Director |
| 2019-08-27 |
delete source_ip 50.112.220.234 |
| 2019-08-27 |
delete source_ip 52.10.178.186 |
| 2019-08-27 |
delete source_ip 52.41.62.81 |
| 2019-08-27 |
insert source_ip 35.161.53.156 |
| 2019-08-27 |
insert source_ip 52.32.230.168 |
| 2019-08-27 |
insert source_ip 52.40.65.5 |
| 2019-07-27 |
insert otherexecutives Col. Ronald K. Hunt |
| 2019-07-27 |
delete person Vivian Noufer |
| 2019-07-27 |
delete source_ip 34.218.112.83 |
| 2019-07-27 |
delete source_ip 35.161.233.60 |
| 2019-07-27 |
delete source_ip 54.189.225.137 |
| 2019-07-27 |
insert person Col. Ronald K. Hunt |
| 2019-07-27 |
insert person Vivienne K. Noufer |
| 2019-07-27 |
insert source_ip 50.112.220.234 |
| 2019-07-27 |
insert source_ip 52.10.178.186 |
| 2019-07-27 |
insert source_ip 52.41.62.81 |
| 2019-07-27 |
update person_description Mitchell Noufer => Mitchell A. Noufer |
| 2019-07-27 |
update person_title L. Miles Brazie: Chairman / Chief Executive Officer Westminster Financial Companies, Inc.; Chief Executive Officer => Chairman of the Board / Chief Executive Officer Westminster Financial Companies, Inc.; Chief Executive Officer |
| 2019-07-27 |
update person_title Mitchell A. Noufer: null => Account Manager |
| 2019-06-27 |
delete email re..@westminsterfinancial.com |
| 2019-06-27 |
delete source_ip 52.26.111.72 |
| 2019-06-27 |
delete source_ip 52.38.107.1 |
| 2019-06-27 |
delete source_ip 54.201.210.96 |
| 2019-06-27 |
insert source_ip 34.218.112.83 |
| 2019-06-27 |
insert source_ip 35.161.233.60 |
| 2019-06-27 |
insert source_ip 54.189.225.137 |
| 2019-06-27 |
update person_description Robert Espich => Robert Espich |
| 2019-05-21 |
delete source_ip 34.223.234.251 |
| 2019-05-21 |
delete source_ip 35.164.67.93 |
| 2019-05-21 |
delete source_ip 52.33.180.48 |
| 2019-05-21 |
insert source_ip 52.26.111.72 |
| 2019-05-21 |
insert source_ip 52.38.107.1 |
| 2019-05-21 |
insert source_ip 54.201.210.96 |
| 2019-03-19 |
delete source_ip 98.129.229.186 |
| 2019-03-19 |
insert source_ip 34.223.234.251 |
| 2019-03-19 |
insert source_ip 35.164.67.93 |
| 2019-03-19 |
insert source_ip 52.33.180.48 |
| 2018-03-02 |
insert about_pages_linkeddomain wealthscapeinvestor.com |
| 2018-03-02 |
insert contact_pages_linkeddomain wealthscapeinvestor.com |
| 2018-03-02 |
insert index_pages_linkeddomain wealthscapeinvestor.com |
| 2018-03-02 |
insert management_pages_linkeddomain wealthscapeinvestor.com |
| 2018-03-02 |
insert partner_pages_linkeddomain wealthscapeinvestor.com |
| 2018-03-02 |
insert service_pages_linkeddomain wealthscapeinvestor.com |
| 2016-07-21 |
delete phone (305) 673-5734 |
| 2016-07-21 |
delete phone (786) 497-1869 |
| 2016-07-21 |
insert address Columbus Centre
One Alhambra Plaza - Floor PH
Coral Gables, FL 33134 |
| 2016-07-21 |
insert phone (786) 749-2256 |
| 2016-07-21 |
insert phone (786) 749-2273 |
| 2016-06-05 |
delete chiefinvestmentofficer Harold Chip Elliott |
| 2016-06-05 |
delete otherexecutives Harold Chip Elliott |
| 2016-06-05 |
delete person Georgina Jeffs |
| 2016-06-05 |
delete person Harold Chip Elliott |
| 2016-03-10 |
delete otherexecutives Thomas Lopardo |
| 2016-03-10 |
insert otherexecutives Frank Ruppen |
| 2016-03-10 |
insert otherexecutives Morgan Brazie |
| 2016-03-10 |
delete email bo..@westminsterfinancial.com |
| 2016-03-10 |
delete email cb..@westminsterfinancial.com |
| 2016-03-10 |
delete email ce..@westminsterfinancial.com |
| 2016-03-10 |
delete email db..@westminsterfinancial.com |
| 2016-03-10 |
delete person Gayle Almonrode |
| 2016-03-10 |
delete person Ralph Nagle |
| 2016-03-10 |
delete person Thomas Lopardo |
| 2016-03-10 |
insert email ca..@westminsterfinancial.com |
| 2016-03-10 |
insert email dm..@westminsterfinancial.com |
| 2016-03-10 |
insert person Colonel Hunt |
| 2016-03-10 |
insert person Frank Ruppen |
| 2016-03-10 |
insert person Georgina Jeffs |
| 2016-03-10 |
insert person Janna Skalski |
| 2016-03-10 |
insert person Morgan Brazie |
| 2016-03-10 |
insert person Ryan Rabold |
| 2016-03-10 |
insert person Steven Sipniewski |
| 2016-03-10 |
update person_description Christy Antonelli => Christy Antonelli |
| 2016-03-10 |
update person_description Derek Brazie => Derek Brazie |
| 2016-03-10 |
update person_title Christy Antonelli: Member of the Firm; Commissions Specialist; Operational Staff Member => Administrative Manager; Operational Staff Member |
| 2016-03-10 |
update person_title Derek Brazie: Operational Staff Member; Front Office Manager ( Vandalia ) => Accounting & Office Support; Operational Staff Member |
| 2016-03-10 |
update person_title Larry Shull: Member of the Investment Policy Committee; Operational Staff Member; Chief Compliance Officer => Investment Professional; Member of the Investment Policy Committee; Operational Staff Member |
| 2016-01-11 |
delete address 865 South Dixie Drive
Vandalia OH 45377 |
| 2016-01-11 |
delete person Christy Belt |
| 2016-01-11 |
delete person Kristen Lieber |
| 2016-01-11 |
insert address 40 North Main Street
Suite 2400
Dayton, OH 45423 |
| 2016-01-11 |
insert person Christy Antonelli |
| 2016-01-11 |
update primary_contact 865 South Dixie Drive
Vandalia, OH 45377 => 40 North Main Street
Suite 2400
Dayton, OH 45423 |
| 2015-04-13 |
delete cmo Kirk Stager |
| 2015-04-13 |
insert cfo Angela Sweeney |
| 2015-04-13 |
insert chiefinvestmentofficer Harold Chip Elliott |
| 2015-04-13 |
insert president Kirk Stager |
| 2015-04-13 |
insert person Harold Chip Elliott |
| 2015-04-13 |
update person_description Kirk Stager => Kirk Stager |
| 2015-04-13 |
update person_title Angela Sweeney: Accounting Manager; Member of the Firms Accounting Team; Operational Staff Member => Executive; Chief Financial Officer |
| 2015-04-13 |
update person_title Kirk Stager: Executive; Member of the Board of Directors; Chief Marketing Officer; Member of the Investment Policy Committee => President Westminster Financial Securities Inc; Member of the Investment Policy Committee; Executive; Member of the Board of Directors; President |
| 2014-09-29 |
insert index_pages_linkeddomain yahoo.com |
| 2014-05-31 |
delete index_pages_linkeddomain yahoo.com |