ZAKS WEALTH MANAGEMENT - History of Changes


DateDescription
2024-04-06 delete personal_emails jo..@rbc.com
2024-04-06 delete email jo..@rbc.com
2024-04-06 delete person Jonathan Laser
2024-04-06 delete phone 905-897-6740
2024-04-06 delete source_ip 172.67.139.195
2024-04-06 delete source_ip 104.21.26.254
2024-04-06 insert email ke..@rbc.com
2024-04-06 insert person Kennedy Eruchalu
2024-04-06 insert phone 647-293-4046
2024-04-06 insert phone 905-568-3177
2024-04-06 insert phone 905-615-5913
2024-04-06 insert source_ip 172.67.140.127
2024-04-06 insert source_ip 104.21.49.27
2024-04-06 update person_title Manzar Sharifi: Investment Advisor => Investment Advisor & Financial Planner
2022-07-05 insert otherexecutives Keltie Bock
2022-07-05 insert personal_emails ke..@rbc.com
2022-07-05 insert email ke..@rbc.com
2022-07-05 insert person Keltie Bock
2022-07-05 insert phone 905-277-6004
2022-06-01 update person_title Tom Zaks: Senior Investment Advisor => Portfolio Manager & Wealth Advisor
2022-05-01 insert personal_emails sh..@rbc.com
2022-05-01 delete source_ip 188.114.97.3
2022-05-01 delete source_ip 188.114.96.3
2022-05-01 insert email sh..@rbc.com
2022-05-01 insert person Sharan Kareer
2022-05-01 insert phone 905-277-2159
2022-05-01 insert source_ip 172.67.139.195
2022-05-01 insert source_ip 104.21.26.254
2022-03-29 delete source_ip 172.67.139.195
2022-03-29 delete source_ip 104.21.26.254
2022-03-29 insert source_ip 188.114.97.3
2022-03-29 insert source_ip 188.114.96.3
2022-03-29 update person_description Maila Barroquillo => Maila Barroquillo
2022-02-12 delete otherexecutives Chantal McNeily
2022-02-12 delete personal_emails ch..@rbc.com
2022-02-12 delete vp Tom Zaks
2022-02-12 delete email ch..@rbc.com
2022-02-12 delete person Chantal McNeily
2022-02-12 delete phone 905-277-6004
2022-02-12 delete source_ip 64.99.64.37
2022-02-12 insert career_pages_linkeddomain apple.com
2022-02-12 insert career_pages_linkeddomain google.com
2022-02-12 insert contact_pages_linkeddomain apple.com
2022-02-12 insert contact_pages_linkeddomain google.com
2022-02-12 insert index_pages_linkeddomain apple.com
2022-02-12 insert index_pages_linkeddomain google.com
2022-02-12 insert management_pages_linkeddomain apple.com
2022-02-12 insert management_pages_linkeddomain google.com
2022-02-12 insert partner_pages_linkeddomain apple.com
2022-02-12 insert partner_pages_linkeddomain google.com
2022-02-12 insert service_pages_linkeddomain apple.com
2022-02-12 insert service_pages_linkeddomain google.com
2022-02-12 insert source_ip 172.67.139.195
2022-02-12 insert source_ip 104.21.26.254
2022-02-12 update person_title Hugh Connor: Vice - President & Director, Portfolio Manager & Wealth Advisor => CIM / Senior Portfolio Manager & Wealth Advisor; Senior Portfolio Manager & Wealth Advisor
2022-02-12 update person_title Tom Zaks: Vice - President; Investment Advisor => Senior Investment Advisor
2021-09-09 update person_description Ryan Waller => Ryan Waller
2021-07-03 delete personal_emails le..@rbc.com
2021-07-03 delete vp Craig Maguire
2021-07-03 insert otherexecutives Chantal McNeily
2021-07-03 insert otherexecutives Craig Maguire
2021-07-03 insert personal_emails jo..@rbc.com
2021-07-03 delete email le..@rbc.com
2021-07-03 delete person Leslie Swanson
2021-07-03 insert email jo..@rbc.com
2021-07-03 insert person Jonathan Laser
2021-07-03 update person_title Chantal McNeily: Assistant Branch Manager => Associate; Branch Director
2021-07-03 update person_title Craig Maguire: Vice - President; Branch Manager; Portfolio Manager => Branch Director
2021-07-03 update person_title Karolina Weber: Cage Administrator => Branch Operations Manager
2021-07-03 update person_title Maila Barroquillo: Branch Administrator => Branch Operations Manager
2021-02-05 insert personal_emails ka..@rbc.com
2021-02-05 insert email ka..@rbc.com
2021-02-05 insert person Karolina Weber
2021-02-05 update person_title Craig Maguire: CIM; Vice - President; Branch Manager; Portfolio Manager => Vice - President; Branch Manager; Portfolio Manager
2021-02-05 update person_title Hugh Connor: Vice - President & Director, Investment & Wealth Advisor; CIM => Vice - President & Director, Portfolio Manager & Wealth Advisor
2020-10-15 delete person Robert S. Cable
2020-06-30 delete email ro..@rbc.com
2020-05-30 update person_description Robert S. Cable => Robert S. Cable
2020-05-30 update person_title Robert S. Cable: Vice - President; Investment Advisor => Investment Strategist for the Connor Private Wealth Management Group; Vice - President; Investment Advisor
2020-05-30 update person_title Ryan Waller: Associate; Investment Advisor => Associate; CIM / Associate Investment Advisor; Investment Advisor
2020-04-29 update person_description Maila Barroquillo => Maila Barroquillo
2020-02-28 insert personal_emails ch..@rbc.com
2020-02-28 insert email ch..@rbc.com
2020-02-28 insert person Chantal McNeily
2020-02-28 insert phone 905-277-6004
2019-12-31 delete personal_emails gr..@rbc.com
2019-12-31 delete email gr..@rbc.com
2019-12-31 delete person Greg McQueen
2019-12-31 delete phone 905-277-6004
2019-11-30 delete personal_emails hu..@rbc.com
2019-11-30 delete vp Hugh Connor
2019-11-30 insert personal_emails cr..@rbc.com
2019-11-30 insert personal_emails ma..@rbc.com
2019-11-30 insert vp Craig Maguire
2019-11-30 delete email hu..@rbc.com
2019-11-30 delete person Hugh Connor
2019-11-30 delete phone 905-897-8340
2019-11-30 insert email cr..@rbc.com
2019-11-30 insert email ma..@rbc.com
2019-11-30 insert person Craig Maguire
2019-11-30 insert person Marianna Hartig
2019-11-30 insert phone 905-897-6740
2019-11-30 insert phone 905-897-8095
2019-11-30 update person_description Marianna Szocs => Marianna Szocs
2019-11-30 update person_title Marianna Szocs: Associate => null
2019-10-23 update website_status FlippedRobots => OK
2019-10-14 update website_status OK => FlippedRobots
2019-05-30 insert management_pages_linkeddomain linkedin.com
2019-05-30 update person_title Tom Zaks: Vice President => Vice - President; Investment Advisor
2019-03-27 delete phone 289-208-5267
2019-03-27 insert phone 905-277-6004
2018-12-15 delete personal_emails sh..@rbc.com
2018-12-15 insert personal_emails ja..@rbc.com
2018-12-15 insert personal_emails kr..@rbc.com
2018-12-15 delete email sh..@rbc.com
2018-12-15 delete person Sharan Chahal
2018-12-15 insert email ja..@rbc.com
2018-12-15 insert email kr..@rbc.com
2018-12-15 insert person James (Jim) Greenshields
2018-12-15 insert person Krista Roberts
2018-12-15 insert phone 905-495-0032
2018-04-09 update person_description Gerry D'Souza => Gerry D'Souza
2018-04-09 update person_title Gerry D'Souza: Regional Insurance Specialist => null
2018-02-15 delete personal_emails ra..@rbc.com
2018-02-15 insert personal_emails sh..@rbc.com
2018-02-15 delete email ra..@rbc.com
2018-02-15 delete person Rayman Lotey
2018-02-15 delete phone 905-615-5911
2018-02-15 insert email sh..@rbc.com
2018-02-15 insert person Bruno Marsala
2018-02-15 insert person Sharan Kareer
2018-02-15 insert phone 905-276-0675
2018-02-15 update person_description Anita Chetan-Borrelli => Anita Chetan-Borrelli
2018-02-15 update person_description Ashok Chetan => Ashok Chetan
2018-02-15 update person_description Connie M. Freitas => Connie M. Freitas
2018-02-15 update person_description Steve Mogdan => Steve Mogdan
2018-02-15 update person_title Anita Chetan-Borrelli: Wealth Advisor => CIM; Associate Portfolio Manager & Wealth Advisor
2018-02-15 update person_title Ashok Chetan: Manager; Wealth Advisor => CIM; Manager; Vice - President, Portfolio Manager & Wealth Advisor
2017-12-29 insert personal_emails ra..@rbc.com
2017-12-29 insert email he..@rbc.com
2017-12-29 insert email ra..@rbc.com
2017-12-29 insert person Bola Wealth
2017-12-29 insert person Helen Tsioutsioulas
2017-12-29 insert person Rayman Lotey
2017-12-29 insert phone 905-277-2159
2017-12-29 insert phone 905-615-5911
2017-12-29 update person_description Suzanne Schultz => Suzanne Schultz
2017-12-29 update person_title Hussein K. Bawa: Investment Advisor => Investment Solutions; Investment Advisor; Investment Advisor at RBC Dominion Securities
2017-07-20 insert person Gerry D'Souza
2017-07-20 update person_description Angela Zinck Pallett => Angela Zinck Pallett
2017-07-20 update person_description Anita Kartalija => Anita Kartalija
2017-07-20 update person_description Briah Marks => Briah Marks
2017-07-20 update person_description Linda Stragliotto => Linda Stragliotto
2017-07-20 update person_title Alex McGuire: Associate => Associate; Advisor
2017-07-20 update person_title Jonathan Tyner: Investment Advisor => Associate Portfolio Manager; CIM
2017-06-12 delete source_ip 69.46.111.77
2017-06-12 insert source_ip 64.99.64.37
2017-01-18 insert about_pages_linkeddomain iiroc.ca
2017-01-18 insert contact_pages_linkeddomain iiroc.ca
2017-01-18 insert index_pages_linkeddomain iiroc.ca
2017-01-18 insert management_pages_linkeddomain iiroc.ca
2017-01-18 insert product_pages_linkeddomain iiroc.ca
2017-01-18 insert service_pages_linkeddomain iiroc.ca
2016-08-16 insert email ke..@rbc.com
2016-08-16 insert person Linda Stragliotto
2016-08-16 insert phone 905-276-0617
2016-06-11 delete personal_emails di..@rbc.com
2016-06-11 insert personal_emails ad..@rbc.com
2016-06-11 insert personal_emails cl..@rbc.com
2016-06-11 delete email di..@rbc.com
2016-06-11 delete email li..@rbc.com
2016-06-11 delete person Andy Ratkovsky
2016-06-11 delete person Dilan Pathiranage
2016-06-11 delete person Lauren Ryan
2016-06-11 insert email ad..@rbc.com
2016-06-11 insert email cl..@rbc.com
2016-06-11 insert person Adriana Morales
2016-06-11 insert person Anita Kartalija
2016-06-11 insert person Clarke White
2016-06-11 update person_description Anita Chetan-Borrelli => Anita Chetan-Borrelli
2016-06-11 update person_description Ashok Chetan => Ashok Chetan
2016-06-11 update person_title Grant Henri: Certified Financial Planner; Financial Planning Specialist => Certified Financial Planner
2016-06-11 update person_title Krista Roberts: Associate; Assistant => Assistant
2016-06-11 update person_title Yuni Kipp: CIM => CIM; Wealth Management Group Vice President & Investment Advisor
2016-02-12 delete personal_emails la..@rbc.com
2016-02-12 delete vp Yuni Kipp
2016-02-12 insert personal_emails na..@rbc.com
2016-02-12 delete email la..@rbc.com
2016-02-12 insert email ke..@rbc.com
2016-02-12 insert email na..@rbc.com
2016-02-12 insert person Keisha Samms-Watson
2016-02-12 update person_description Edee Finlay => Edee Finlay
2016-02-12 update person_description Neelima Datt => Neelima Datt
2016-02-12 update person_description Paolo Gayod => Paolo Gayod
2016-02-12 update person_description Yuni Kipp => Yuni Kipp
2016-02-12 update person_title Krista Roberts: Assistant => Associate; Assistant
2016-02-12 update person_title Yuni Kipp: Vice President; Vice President & Investment Advisor / RBC Dominion Securities => CIM
2015-09-13 delete person Ini Nadar
2015-09-13 update person_description Anita Chetan-Borrelli => Anita Chetan-Borrelli
2015-09-13 update person_description Dilan Pathiranage => Dilan Pathiranage
2015-09-13 update person_title Raymond Yu: CIM => CIM; Wealth Advisor
2015-07-13 delete personal_emails in..@rbc.com
2015-07-13 insert personal_emails di..@rbc.com
2015-07-13 delete email in..@rbc.com
2015-07-13 insert email di..@rbc.com
2015-07-13 insert person Briah Marks
2015-07-13 insert person Dilan Pathiranage
2015-07-13 update person_description Anita Kartaljia => Anita Kartaljia
2015-07-13 update person_title Anita Chetan-Borrelli: Investment Advisor; Wealth Advisor => Wealth Advisor
2015-07-13 update person_title Ashok Chetan: FMA, CPA, CA; Investment Advisor => FMA, CPA, CA; Wealth Advisor
2015-06-15 insert personal_emails ma..@rbc.com
2015-06-15 delete email fa..@rbc.com
2015-06-15 insert email ma..@rbc.com
2015-05-18 insert otherexecutives Hugh Connor
2015-05-18 insert management_pages_linkeddomain linkedin.com
2015-05-18 insert person Rebecca Henri
2015-05-18 update person_description Krista Roberts => Krista Roberts
2015-05-18 update person_description Thomas Seah => Thomas Seah
2015-05-18 update person_title Hugh Connor: Vice President; Vice President & Branch Manager / RBC Dominion Securities; Branch Manager => Vice President; Branch Manager; Vice President & Director, Branch Manager / RBC Dominion Securities; Director
2015-03-21 insert personal_emails jo..@rbc.com
2015-03-21 insert email jo..@rbc.com
2015-03-21 insert person Jonathan Santos
2015-03-21 insert person Marianna Szocs
2015-03-21 insert phone (905) 277-6004
2015-03-21 insert phone (905) 897-8340
2015-01-17 delete email le..@rbc.com
2015-01-17 insert person Krista Roberts
2015-01-17 insert phone (905) 615 - 5908
2014-12-11 update website_status FlippedRobots => OK
2014-11-22 update website_status OK => FlippedRobots
2014-10-20 delete person Linda L. Malaugh
2014-10-20 insert person Andy Ratkovsky
2014-09-11 insert person Paul Bola
2014-09-11 insert person Richard H. Powell
2014-09-11 insert person Samir Shah
2014-09-11 insert person Tushar Kumar
2014-09-11 insert person Warren Rasberry
2014-09-11 update person_description Louis Parisio CIM => Louis Parisio CIM
2014-08-04 delete person Edee Finlay
2014-08-04 insert person Anita Kartaljia
2014-08-04 insert person Raymond Yu
2014-08-04 update person_description Lauren Ryan => Lauren Ryan
2014-08-04 update person_title Chetan Wealth: Management; Management / the Bill Reid Wealth Management Group; Advisor => Management; Advisor
2014-06-29 insert person Suzanne Schultz
2014-05-31 insert personal_emails ri..@rbc.com
2014-05-31 delete person Monique Masch
2014-05-31 insert email pa..@rbc.com
2014-05-31 insert email ri..@rbc.com
2014-05-31 insert person Richard Benn
2014-05-31 insert phone (905) 615 - 8563
2014-05-31 insert phone 905-615-5925
2014-05-31 update person_title Farah Kalbouneh: Associate => Associate; Advisor