| Date | Description |
|---|
| 2023-08-28 |
insert person Flora Mustafaj |
| 2023-04-23 |
delete person Donna Renzulli |
| 2023-01-18 |
delete source_ip 54.87.48.174 |
| 2023-01-18 |
delete source_ip 54.209.162.174 |
| 2023-01-18 |
insert source_ip 18.209.242.7 |
| 2023-01-18 |
insert source_ip 3.88.95.32 |
| 2022-11-15 |
delete source_ip 34.236.203.179 |
| 2022-11-15 |
insert source_ip 54.209.162.174 |
| 2022-09-14 |
delete source_ip 18.213.53.56 |
| 2022-09-14 |
delete source_ip 54.147.113.246 |
| 2022-09-14 |
insert source_ip 34.236.203.179 |
| 2022-09-14 |
insert source_ip 54.87.48.174 |
| 2022-08-13 |
delete source_ip 34.199.51.156 |
| 2022-08-13 |
delete source_ip 3.222.45.174 |
| 2022-08-13 |
insert source_ip 18.213.53.56 |
| 2022-08-13 |
insert source_ip 54.147.113.246 |
| 2022-06-13 |
delete source_ip 34.235.205.102 |
| 2022-06-13 |
delete source_ip 54.85.149.133 |
| 2022-06-13 |
insert source_ip 34.199.51.156 |
| 2022-06-13 |
insert source_ip 3.222.45.174 |
| 2022-05-13 |
delete person Eric Mechler |
| 2022-05-13 |
delete person Jenna R. Sheehy |
| 2022-05-13 |
delete person John Sullivan |
| 2022-05-13 |
delete person Jordan Grabowski |
| 2022-05-13 |
delete person Tony Leone |
| 2022-04-12 |
delete person Rachelle Sevrin |
| 2022-04-12 |
delete person Steve Pawlowski |
| 2022-04-12 |
delete source_ip 35.171.96.159 |
| 2022-04-12 |
delete source_ip 3.231.38.159 |
| 2022-04-12 |
insert source_ip 34.235.205.102 |
| 2022-04-12 |
insert source_ip 54.85.149.133 |
| 2022-03-13 |
delete source_ip 34.200.208.102 |
| 2022-03-13 |
delete source_ip 34.236.181.233 |
| 2022-03-13 |
insert person Sherry Sheng |
| 2022-03-13 |
insert source_ip 35.171.96.159 |
| 2022-03-13 |
insert source_ip 3.231.38.159 |
| 2022-03-13 |
update person_description Debbie Lister => Debbie Lister |
| 2021-12-11 |
delete source_ip 52.22.216.73 |
| 2021-12-11 |
insert person Ashley Lynch |
| 2021-12-11 |
insert person Rachelle Sevrin |
| 2021-12-11 |
insert source_ip 34.236.181.233 |
| 2021-09-16 |
delete person Susan Thompson |
| 2021-08-16 |
delete coo Kris Gordon |
| 2021-08-16 |
insert cfo Lee S. Rawiszer |
| 2021-08-16 |
insert coo Trish Boyle |
| 2021-08-16 |
delete person Kris Gordon |
| 2021-08-16 |
insert person Trish Boyle |
| 2021-08-16 |
update person_title Barbara Swain: Director of Marketing and Communications => Executive Assistant to Lee Rawiszer and Paul Volpe; Director of Marketing and Communications |
| 2021-08-16 |
update person_title Donna Renzulli: Director of Investment Operations => Director of Investment Operations; Senior Client Service Administrator |
| 2021-08-16 |
update person_title Lee S. Rawiszer: Managing Principal => Chief Financial Officer; Managing Principal |
| 2021-08-16 |
update person_title Steve Pawlowski: Senior Client Relations Manager => Client Service Administrator |
| 2021-08-16 |
update website_status IndexPageFetchError => OK |
| 2021-07-14 |
update website_status OK => IndexPageFetchError |
| 2021-06-12 |
delete source_ip 3.220.130.251 |
| 2021-06-12 |
delete source_ip 52.73.4.106 |
| 2021-06-12 |
insert source_ip 34.200.208.102 |
| 2021-06-12 |
insert source_ip 52.22.216.73 |
| 2021-04-17 |
delete source_ip 34.195.88.173 |
| 2021-04-17 |
delete source_ip 54.225.241.151 |
| 2021-04-17 |
insert source_ip 3.220.130.251 |
| 2021-04-17 |
insert source_ip 52.73.4.106 |
| 2021-01-22 |
delete person Stephanie Duke |
| 2021-01-22 |
delete source_ip 3.215.227.222 |
| 2021-01-22 |
delete source_ip 52.22.127.119 |
| 2021-01-22 |
insert source_ip 34.195.88.173 |
| 2021-01-22 |
insert source_ip 54.225.241.151 |
| 2021-01-22 |
update person_description Jenna Sheehy => Jenna R. Sheehy |
| 2021-01-22 |
update person_description John Sullivan => John Sullivan |
| 2021-01-22 |
update person_description Jordan Grabowski => Jordan Grabowski |
| 2021-01-22 |
update person_description Tony Leone => Tony Leone |
| 2021-01-22 |
update person_title John Sullivan: Director of Acquisition Management => Director of Strategic Development |
| 2020-09-26 |
delete source_ip 52.200.76.192 |
| 2020-09-26 |
delete source_ip 54.210.172.18 |
| 2020-09-26 |
insert source_ip 3.215.227.222 |
| 2020-09-26 |
insert source_ip 52.22.127.119 |
| 2020-07-17 |
update person_description Eric Mechler => Eric Mechler |
| 2020-07-17 |
update person_description Jordan Grabowski => Jordan Grabowski |
| 2020-07-17 |
update person_title Eric Mechler: Financial Advisor Investment Advisor Representative => Director of Behavioral Finance and Investment Integration |
| 2020-07-17 |
update person_title John Sullivan: Financial Consultant => Director of Acquisition Management |
| 2020-07-17 |
update person_title Jordan Grabowski: Financial Advisor Investment Advisor Representative => Director of Financial Planning |
| 2020-07-17 |
update person_title Justin Belden: Director of Financial Planning => Associate Director of Financial Planning |
| 2020-05-17 |
delete source_ip 3.225.232.102 |
| 2020-05-17 |
insert source_ip 52.200.76.192 |
| 2020-04-17 |
delete source_ip 3.232.123.175 |
| 2020-04-17 |
delete source_ip 52.44.243.77 |
| 2020-04-17 |
insert source_ip 3.225.232.102 |
| 2020-04-17 |
insert source_ip 54.210.172.18 |
| 2020-03-18 |
delete source_ip 34.206.189.166 |
| 2020-03-18 |
delete source_ip 52.4.204.142 |
| 2020-03-18 |
insert person Eric Mechler |
| 2020-03-18 |
insert person Jenna Sheehy |
| 2020-03-18 |
insert person John Sullivan |
| 2020-03-18 |
insert person Tony Leone |
| 2020-03-18 |
insert source_ip 3.232.123.175 |
| 2020-03-18 |
insert source_ip 52.44.243.77 |
| 2020-03-18 |
update person_title Jordan Grabowski: Financial Planner Investment Advisor Representative => Financial Advisor Investment Advisor Representative |
| 2020-02-16 |
delete source_ip 34.196.174.135 |
| 2020-02-16 |
delete source_ip 52.86.43.128 |
| 2020-02-16 |
insert person Jeff Zhang |
| 2020-02-16 |
insert person Xinyi Chen |
| 2020-02-16 |
insert source_ip 34.206.189.166 |
| 2020-02-16 |
insert source_ip 52.4.204.142 |
| 2019-12-15 |
delete source_ip 3.232.9.242 |
| 2019-12-15 |
delete source_ip 52.6.225.14 |
| 2019-12-15 |
insert source_ip 34.196.174.135 |
| 2019-12-15 |
insert source_ip 52.86.43.128 |
| 2019-11-14 |
delete source_ip 34.204.124.128 |
| 2019-11-14 |
delete source_ip 54.164.200.61 |
| 2019-11-14 |
insert person Justin Belden |
| 2019-11-14 |
insert source_ip 3.232.9.242 |
| 2019-11-14 |
insert source_ip 52.6.225.14 |
| 2019-10-15 |
delete source_ip 34.224.161.192 |
| 2019-10-15 |
delete source_ip 3.222.35.23 |
| 2019-10-15 |
insert source_ip 34.204.124.128 |
| 2019-10-15 |
insert source_ip 54.164.200.61 |
| 2019-09-15 |
insert person Steve Pawlowski |
| 2019-08-15 |
delete source_ip 52.6.254.36 |
| 2019-08-15 |
insert source_ip 3.222.35.23 |
| 2019-07-14 |
delete source_ip 34.239.61.146 |
| 2019-07-14 |
delete source_ip 54.85.193.36 |
| 2019-07-14 |
insert source_ip 34.224.161.192 |
| 2019-07-14 |
insert source_ip 52.6.254.36 |
| 2019-05-10 |
delete source_ip 3.92.105.245 |
| 2019-05-10 |
delete source_ip 52.4.197.232 |
| 2019-05-10 |
insert person Jim Mitchell |
| 2019-05-10 |
insert source_ip 34.239.61.146 |
| 2019-05-10 |
insert source_ip 54.85.193.36 |
| 2019-03-10 |
delete source_ip 35.168.95.176 |
| 2019-03-10 |
insert person Stephanie Duke |
| 2019-03-10 |
insert source_ip 52.4.197.232 |
| 2019-02-04 |
delete source_ip 34.235.233.122 |
| 2019-02-04 |
delete source_ip 35.169.140.167 |
| 2019-02-04 |
insert person Jordan Grabowski |
| 2019-02-04 |
insert source_ip 3.92.105.245 |
| 2019-02-04 |
insert source_ip 35.168.95.176 |
| 2018-12-31 |
delete person Le Sherry Sheng |
| 2018-12-31 |
delete source_ip 34.225.236.50 |
| 2018-12-31 |
delete source_ip 52.20.168.227 |
| 2018-12-31 |
insert source_ip 34.235.233.122 |
| 2018-12-31 |
insert source_ip 35.169.140.167 |
| 2018-07-27 |
update website_status FlippedRobots => OK |
| 2018-07-27 |
delete source_ip 199.59.138.230 |
| 2018-07-27 |
delete source_ip 199.59.136.230 |
| 2018-07-27 |
insert source_ip 34.225.236.50 |
| 2018-07-27 |
insert source_ip 52.20.168.227 |
| 2018-03-31 |
update website_status OK => FlippedRobots |
| 2018-01-22 |
update website_status OK => FlippedRobots |
| 2017-12-14 |
update website_status FlippedRobots => OK |
| 2017-12-14 |
delete managingdirector David I. Bunin |
| 2017-12-14 |
insert coo Kris Gordon |
| 2017-12-14 |
delete person David I. Bunin |
| 2017-12-14 |
delete person Ervin Braun |
| 2017-12-14 |
insert person Traci Saxon |
| 2017-12-14 |
update person_title Kris Gordon: Operations Manager => Director of Operations |
| 2017-11-23 |
update website_status FailedRobots => FlippedRobots |
| 2017-10-12 |
update website_status FlippedRobots => FailedRobots |
| 2017-09-07 |
update website_status FailedRobots => FlippedRobots |
| 2017-07-11 |
update website_status FlippedRobots => FailedRobots |
| 2017-06-02 |
update website_status FailedRobots => FlippedRobots |
| 2017-05-14 |
update website_status FlippedRobots => FailedRobots |
| 2017-03-13 |
update website_status FailedRobots => FlippedRobots |
| 2017-01-17 |
update website_status FlippedRobots => FailedRobots |
| 2016-11-20 |
update website_status OK => FlippedRobots |
| 2016-09-29 |
delete managingdirector Josh Cohen |
| 2016-09-29 |
delete person Josh Cohen |
| 2016-09-29 |
delete source_ip 199.59.138.230 |
| 2016-09-01 |
delete person Gillian Anderson |
| 2016-08-03 |
update website_status FlippedRobots => OK |
| 2016-07-28 |
update website_status OK => FlippedRobots |
| 2016-06-20 |
update website_status FailedRobots => OK |
| 2016-06-20 |
insert managingdirector Josh Cohen |
| 2016-06-20 |
insert client Kestra Investment Services, LLC |
| 2016-06-20 |
insert person Josh Cohen |
| 2016-06-20 |
update person_title Richard MacGregor: Certified Financial Planner => Certified Financial Planner; Certified Financial Planner™ CFP Professional |
| 2016-03-30 |
update website_status FlippedRobots => FailedRobots |
| 2016-02-21 |
update website_status FailedRobots => FlippedRobots |
| 2015-12-01 |
update website_status FlippedRobots => FailedRobots |
| 2015-08-22 |
update website_status OK => FlippedRobots |
| 2015-06-03 |
insert managingdirector David I. Bunin |
| 2015-06-03 |
insert person Gillian Anderson |
| 2015-06-03 |
update person_title David I. Bunin: Certified Retirement Planning Counselor; Senior Wealth Advisor => Certified Retirement Planning Counselor; Managing Director |
| 2015-04-02 |
update website_status FlippedRobots => OK |
| 2015-04-02 |
delete managingdirector Joel H. Solomon |
| 2015-04-02 |
delete address 59 Wilton Road
Westport, CT 06880 |
| 2015-04-02 |
delete client NFP Securities, Inc. |
| 2015-04-02 |
delete person Joel H. Solomon |
| 2015-04-02 |
insert address 315 Post Road West
Westport, CT 06880 |
| 2015-04-02 |
insert client NFP Advisor Services, LLC |
| 2015-04-02 |
insert person Ervin Braun |
| 2015-04-02 |
update primary_contact 59 Wilton Road
Westport, CT 06880 => 315 Post Road West
Westport, CT 06880 |
| 2015-03-25 |
update website_status FailedRobots => FlippedRobots |
| 2015-02-13 |
update website_status FlippedRobots => FailedRobots |
| 2014-11-04 |
update website_status FailedRobots => FlippedRobots |
| 2014-10-01 |
update website_status FlippedRobots => FailedRobots |
| 2014-09-02 |
update website_status FailedRobots => FlippedRobots |
| 2014-07-23 |
update website_status FlippedRobots => FailedRobots |
| 2014-06-29 |
update website_status OK => FlippedRobots |
| 2014-04-18 |
insert about_pages_linkeddomain finra.org |
| 2014-04-18 |
insert about_pages_linkeddomain sipc.org |
| 2014-04-18 |
insert career_pages_linkeddomain finra.org |
| 2014-04-18 |
insert career_pages_linkeddomain sipc.org |
| 2014-04-18 |
insert client_pages_linkeddomain finra.org |
| 2014-04-18 |
insert client_pages_linkeddomain sipc.org |
| 2014-04-18 |
insert contact_pages_linkeddomain finra.org |
| 2014-04-18 |
insert contact_pages_linkeddomain sipc.org |
| 2014-04-18 |
insert directions_pages_linkeddomain finra.org |
| 2014-04-18 |
insert directions_pages_linkeddomain sipc.org |
| 2014-04-18 |
insert index_pages_linkeddomain finra.org |
| 2014-04-18 |
insert index_pages_linkeddomain sipc.org |
| 2014-04-18 |
insert management_pages_linkeddomain finra.org |
| 2014-04-18 |
insert management_pages_linkeddomain sipc.org |
| 2014-04-18 |
insert person Richard MacGregor |