SANDY MORRIS FINANCIAL AND ESTATE PLANNING SERVICES - History of Changes


DateDescription
2024-03-08 delete address Wilsky Professional Park 10015 Gallant Lane Tampa, FL 33625
2024-03-08 delete index_pages_linkeddomain amazon.com
2024-03-08 delete index_pages_linkeddomain facebook.com
2024-03-08 delete index_pages_linkeddomain goo.gl
2024-03-08 delete index_pages_linkeddomain linkedin.com
2024-03-08 delete index_pages_linkeddomain twitter.com
2024-03-08 delete index_pages_linkeddomain youtube.com
2024-03-08 delete industry_tag financial services
2024-03-08 delete phone 1.800.589.5534
2024-03-08 delete source_ip 64.91.245.56
2024-03-08 insert address 10015 Gallant Ln Tampa, FL 33625
2024-03-08 insert source_ip 35.209.208.237
2024-03-08 update primary_contact Wilsky Professional Park 10015 Gallant Lane Tampa, FL 33625 => 10015 Gallant Ln Tampa, FL 33625
2024-03-08 update website_status FlippedRobots => OK
2023-01-10 update website_status OK => FlippedRobots
2021-08-10 update person_title Michelle Ureña: Director of Marketing & Strategic Projects => Director of Operations & Strategic Projects
2021-04-14 update person_title Steve Zanolli: Chief Compliance Officer & Head of Wealth Management => Chief Investment Officer & Head of Wealth Management
2021-01-13 delete person Marianne Smith
2021-01-13 delete person Nina Irvine
2019-12-06 insert index_pages_linkeddomain amazon.com
2019-10-07 delete coo Heather Penrod
2019-10-07 delete person Heather Penrod
2019-10-07 delete person Melinda Guida
2019-10-07 delete person Michael Newcomer
2019-10-07 delete person Val Chaves
2019-09-04 delete person Fernando Villanueva
2019-09-04 delete person Scott Greene
2019-09-04 insert person Marianne Smith
2019-09-04 update person_title Michelle Ureña: Director of Marketing & Strategics Projects => Director of Marketing & Strategic Projects
2019-08-05 insert coo Heather Penrod
2019-08-05 delete person Daniel Villar
2019-08-05 delete person Marianne Smith
2019-08-05 insert person Heather Penrod
2019-08-05 insert person Michael Newcomer
2019-08-05 insert person Val Chaves
2019-08-05 update person_description Cameron Arehart => Cameron Arehart
2019-08-05 update person_description Fernando Villanueva => Fernando Villanueva
2019-08-05 update person_description Jenny Gabicki => Jenny Gabicki
2019-08-05 update person_description Matt McKeown => Matt McKeown
2019-08-05 update person_description Melinda Guida => Melinda Guida
2019-08-05 update person_description Michelle Ureña => Michelle Ureña
2019-08-05 update person_description Nina Irvine => Nina Irvine
2019-08-05 update person_description Scott Greene CRPC => Scott Greene
2019-08-05 update person_description Steve Zanolli => Steve Zanolli
2019-08-05 update person_title Fernando Villanueva: Systems Admin / Digital Media Coordinator; Systems Admin / IT Director => Systems Admin & IT Director
2019-08-05 update person_title Matt McKeown: Financial Advisor => Investment Advisor; Representative
2019-08-05 update person_title Michelle Ureña: Business Project Manager => Director of Marketing & Strategics Projects
2019-08-05 update person_title Steve Zanolli: Chief Compliance Officer => Chief Compliance Officer & Head of Wealth Management
2019-07-05 delete person Linda Hyman
2019-06-02 delete person Crystal Lewis Paraplanner
2019-06-02 delete person Whittney Harvey
2019-05-03 delete person Robert Belka
2019-05-03 update person_title Fernando Villanueva: Systems Admin / Digital Media Coordinator => Systems Admin / Digital Media Coordinator; Systems Admin / IT Director
2019-04-02 insert person Whittney Harvey
2019-04-02 update person_description Crystal Lewis Paraplanner => Crystal Lewis Paraplanner
2018-12-12 delete source_ip 67.225.137.180
2018-12-12 insert source_ip 64.91.245.56
2018-08-14 delete person Brenda Bellomo
2018-08-14 delete person Jared Green
2018-08-14 insert about_pages_linkeddomain bbb.org
2018-08-14 insert contact_pages_linkeddomain bbb.org
2018-08-14 insert index_pages_linkeddomain bbb.org
2018-08-14 insert management_pages_linkeddomain bbb.org
2018-08-14 insert person Ginger Britt
2018-08-14 insert person Nina Haaskivi
2018-08-14 insert person Richard Carlson
2018-08-14 insert person Robert Belka
2018-08-14 insert phone 44001824
2018-08-14 insert service_pages_linkeddomain bbb.org
2018-08-14 insert terms_pages_linkeddomain bbb.org
2018-08-14 update person_description Cameron J. Arehart => Cameron J. Arehart
2018-05-25 delete person Michelle Urena
2018-05-25 insert alias Sandy Morris Financial & Estate Planning Services, LLC
2018-05-25 insert person Fernando Villanueva
2018-05-25 insert person Jennifer Gabicki
2018-05-25 insert person Melinda Guida
2018-04-04 update robots_txt_status www.sandymorrisfinancial.com: 404 => 200
2017-09-23 delete person Angela Tahal
2017-09-23 delete person Bill Lasseter
2017-09-23 delete person Ellen Pulice
2017-09-23 delete person Jeffrey Bryen
2017-09-23 delete person Tina Ritz
2017-04-06 insert person Cameron J. Arehart
2017-04-06 insert person Crystal Lewis
2017-04-06 insert person Marianne Smith
2017-04-06 insert person Ryan O'Leary
2017-04-06 update person_description Angela Tahal => Angela Tahal
2017-02-11 delete coo Jared Green
2017-02-11 delete coo Robert Vaught
2017-02-11 delete person Robert Vaught
2017-02-11 insert person Angela Tahal
2017-02-11 insert person Michelle Urena
2017-02-11 insert person Scott Greene
2017-02-11 insert person Valeria Chaves
2017-02-11 update person_description Alex Skijus => Alexander Skijus
2017-02-11 update person_description Nina Irvine => Nina Irvine
2017-02-11 update person_description Tina Ritz => Tina Ritz
2017-02-11 update person_title Alexander Skijus: IAR ( Investment Advisor Representative ) => null
2017-02-11 update person_title Bill Lasseter: Client Services Coordinator => null
2017-02-11 update person_title Brenda Bellomo: Scheduling Coordinator => null
2017-02-11 update person_title Ellen Pulice: Client Services Coordinator => null
2017-02-11 update person_title Jared Green: Director of Operations => null
2017-02-11 update person_title Jeffrey Bryen: Insurance Representative => null
2017-02-11 update person_title Linda Hyman: Director of Corporate Support => null
2017-02-11 update person_title Matt McKeown: Insurance Representative => null
2017-02-11 update person_title Nina Irvine: Case Preparation Coordinator => null
2017-02-11 update person_title Steve Zanolli: Chief Compliance Officer / Director of Asset Management => null
2017-02-11 update person_title Tina Ritz: Administrative Coordinator => null
2016-12-31 delete address 1643 Williamsburg Square Lakeland, FL 33803
2016-12-31 delete address 1643 Williamsburg Square Lakeland, Florida 33803
2016-12-31 delete address 601 Cleveland Street Clearwater, FL 33755
2016-12-31 delete address 601 Cleveland Street Clearwater, Florida 33755
2016-12-31 delete address 6151 Lake Osprey Drive Sarasota, FL 34240
2016-12-31 delete address 6151 Lake Osprey Drive Sarasota, Florida 34240
2016-12-31 insert address Wilsky Professional Park 10015 Gallant Lane Tampa, Florida 33625
2016-11-18 delete person Chris Skijus
2016-11-18 delete person Donna Smothermon
2016-11-18 delete person Todd Montanus
2016-11-18 delete person Tony Arcaro
2016-10-17 delete vpsales Chris Skijus
2016-10-17 insert coo Robert Vaught
2016-10-17 delete person Kerry Crean Scott
2016-10-17 delete person Kirsten Adamovich
2016-10-17 delete person Matt Strong
2016-10-17 delete person Rodney Amicone
2016-10-17 insert person Robert Vaught
2016-10-17 update person_title Alex Skijus: Investment Advisor => IAR ( Investment Advisor Representative )
2016-10-17 update person_title Chris Skijus: Director of Sales => IAR ( Investment Advisor Representative )
2016-10-17 update person_title Donna Smothermon: Financial Advisor => IAR ( Investment Advisor Representative )
2016-10-17 update person_title Jeffrey Bryen: Financial Advisor => Insurance Representative
2016-10-17 update person_title Matt McKeown: Financial Advisor => Insurance Representative
2016-10-17 update person_title Todd Montanus: Financial Advisor => Client Services Coordinator
2016-09-19 insert alias Sandy Morris Financial and Estate Planning Services, LLC
2016-09-19 insert person Donna Smothermon
2016-09-19 insert person Ellen Pulice
2016-09-19 insert person Jeffrey Bryen
2016-09-19 insert person Kerry Crean Scott
2016-08-22 update person_description Matt Strong => Matt Strong
2016-08-22 update person_title Alex Skijus: Financial Advisor => Investment Advisor
2016-08-22 update person_title Bill Lasseter: New Business Coordinator => Client Services Coordinator
2016-07-25 insert coo Jared Green
2016-07-25 insert vpsales Chris Skijus
2016-07-25 delete person Kelly Pickering
2016-07-25 insert address 10015 Gallant Lane Tampa, Florida 33625
2016-07-25 insert address 1643 Williamsburg Square Lakeland, FL 33803
2016-07-25 insert address 1643 Williamsburg Square Lakeland, Florida 33803
2016-07-25 insert address 601 Cleveland Street Clearwater, FL 33755
2016-07-25 insert address 601 Cleveland Street Clearwater, Florida 33755
2016-07-25 insert person Chris Skijus
2016-07-25 insert person Steve Zanolli
2016-07-25 update person_description Kirsten Adamovich => Kirsten Adamovich
2016-07-25 update person_title Bill Lasseter: New Business / Client Services => New Business Coordinator
2016-07-25 update person_title Brenda Bellomo: null => Scheduling Coordinator
2016-07-25 update person_title Jared Green: New Business / Client Services => Director of Operations
2016-07-25 update person_title Kirsten Adamovich: Marketing Assistant => Marketing Coordinator
2016-07-25 update person_title Linda Hyman: Executive Assistant => Director of Corporate Support
2016-07-25 update person_title Matt Strong: Director of Tax Planning Division => Financial Advisor
2016-07-25 update person_title Tina Ritz: null => Administrative Coordinator
2016-07-25 update person_title Todd Montanus: Assistant Director of Tax Planning Division => Financial Advisor
2016-07-25 update person_title Tony Arcaro: null => Scheduling Coordinator
2016-06-20 delete otherexecutives Steve Zanolli
2016-06-20 delete person Brian Harner
2016-06-20 delete person Sheldon Hauben
2016-06-20 delete person Steve Zanolli
2016-06-20 insert person Jared Green
2016-06-20 insert person Kelly Pickering
2016-06-20 insert person Matt McKeown
2016-04-05 update person_description Matt Strong => Matt Strong
2016-02-17 update website_status FailedRobots => OK
2016-02-17 insert general_emails in..@sandymorrisfinancial.com
2016-02-17 delete index_pages_linkeddomain google.com
2016-02-17 delete index_pages_linkeddomain socialsecuritytiming.com
2016-02-17 delete phone 813-712-0379
2016-02-17 delete source_ip 205.186.183.75
2016-02-17 insert address 6151 Lake Osprey Drive Sarasota, Florida 34240
2016-02-17 insert email in..@sandymorrisfinancial.com
2016-02-17 insert person Meet Sandy
2016-02-17 insert phone 1 (800) 589-5534
2016-02-17 insert source_ip 67.225.137.180
2016-02-17 update robots_txt_status www.sandymorrisfinancial.com: 200 => 404
2016-01-16 update website_status FlippedRobots => FailedRobots
2015-12-05 update website_status OK => FlippedRobots
2015-10-14 delete coo Larry Livingston
2015-10-14 delete person Larry Livingston
2015-10-14 insert person Brian Harner
2015-10-14 update website_status FailedRobots => OK
2015-09-16 update website_status FlippedRobots => FailedRobots
2015-08-22 update website_status OK => FlippedRobots
2015-07-15 update website_status FlippedRobots => OK
2015-07-15 delete address 10200 Forest Green Blvd #112 Louisville, KY 40223
2015-07-15 delete address 2080 Ringling Boulevard Sarasota, FL 34237
2015-07-15 delete address Brentwood Professional Plaza 6527 Gunn Highway Tampa FL 33625
2015-07-15 insert address 501 N Cattleman Rd Sarasota, FL 34232
2015-07-02 update website_status OK => FlippedRobots
2015-05-23 update website_status FlippedRobots => OK
2015-05-09 update website_status OK => FlippedRobots
2015-04-08 update website_status FailedRobots => OK
2015-04-08 delete phone 813-712-0379 | 6527
2015-04-08 insert address 10200 Forest Green Blvd #112 Louisville, KY 40223
2015-04-08 insert address 2080 Ringling Boulevard Sarasota, FL 34237
2015-03-02 update website_status FlippedRobots => FailedRobots
2015-02-02 update website_status FailedRobots => FlippedRobots
2014-12-28 update website_status FlippedRobots => FailedRobots
2014-11-15 update website_status FailedRobots => FlippedRobots
2014-10-18 update website_status FlippedRobots => FailedRobots
2014-09-11 update website_status FailedRobots => FlippedRobots
2014-07-31 update website_status FlippedRobots => FailedRobots
2014-06-15 update website_status OK => FlippedRobots
2014-04-25 update website_status FlippedRobots => OK
2014-04-25 delete phone 813-792-5250
2014-04-25 delete phone 813-792-5250 | 6527
2014-04-25 insert person Linda Hyman
2014-04-25 insert person Linda Piper
2014-04-25 insert phone 813-712-0379
2014-04-25 insert phone 813-712-0379 | 6527
2014-04-05 update website_status OK => FlippedRobots