| Date | Description |
|---|
| 2025-03-28 |
delete source_ip 172.67.141.27 |
| 2025-03-28 |
delete source_ip 104.21.54.187 |
| 2025-03-28 |
insert source_ip 104.21.16.1 |
| 2025-03-28 |
insert source_ip 104.21.32.1 |
| 2025-03-28 |
insert source_ip 104.21.48.1 |
| 2025-03-28 |
insert source_ip 104.21.64.1 |
| 2025-03-28 |
insert source_ip 104.21.80.1 |
| 2025-03-28 |
insert source_ip 104.21.96.1 |
| 2025-03-28 |
insert source_ip 104.21.112.1 |
| 2024-09-02 |
delete about_pages_linkeddomain kwsmdigital.com |
| 2024-09-02 |
delete contact_pages_linkeddomain kwsmdigital.com |
| 2024-09-02 |
delete index_pages_linkeddomain kwsmdigital.com |
| 2024-09-02 |
delete management_pages_linkeddomain kwsmdigital.com |
| 2024-09-02 |
delete terms_pages_linkeddomain kwsmdigital.com |
| 2024-06-27 |
insert management_pages_linkeddomain youtu.be |
| 2024-06-27 |
insert management_pages_linkeddomain youtube.com |
| 2024-06-27 |
insert person Alison Nichols |
| 2024-06-27 |
insert person Rachel Leary |
| 2024-04-10 |
delete cfo Jeff Harari |
| 2024-04-10 |
insert coo Jeff Harari |
| 2024-04-10 |
delete person Bill Lee |
| 2024-04-10 |
delete person Christie Crouch |
| 2024-04-10 |
update person_title Emily Battiato: Member of the Business Development Team; Portfolio Administrator => Member of the Business Development Team; Client Service Coordinator & Portfolio Administrator |
| 2024-04-10 |
update person_title Jane Morrow: Compliance Administrator; Member of the Business Development Team => Member of the Business Development Team; Compliance Manager |
| 2024-04-10 |
update person_title Jeff Harari: Member of the Leadership Team; Chief Financial Officer; Chief Compliance Officer => Chief Operating Officer; Member of the Leadership Team; Chief Compliance Officer |
| 2024-04-10 |
update person_title Jill L. Bourland: Member of the Business Development Team; Portfolio Administrator => Member of the Business Development Team; Senior Administrator |
| 2024-04-10 |
update person_title Kayla Whitaker: Member of the Business Development Team; Portfolio Administrator => Member of the Business Development Team; Paraplanner & Portfolio Administrator |
| 2023-07-23 |
insert cmo Tracy Proell |
| 2023-07-23 |
insert person Tracy Proell |
| 2023-07-23 |
insert person Will Grey |
| 2023-07-23 |
update person_description Jane Morrow => Jane Morrow |
| 2023-03-17 |
delete address Georgia-Pacific Center
133 Peachtree Street NE
Suite 2500
Atlanta, Georgia 30303 |
| 2023-03-17 |
insert about_pages_linkeddomain youtube.com |
| 2023-03-17 |
insert address 200 Galleria Parkway
Suite 1450
Atlanta, Georgia 30339 |
| 2023-03-17 |
insert index_pages_linkeddomain youtube.com |
| 2023-03-17 |
insert person Emily Battiato |
| 2023-03-17 |
update person_description Christie Crouch => Christie Crouch |
| 2023-03-17 |
update person_description Josh Connell => Josh Connell |
| 2023-03-17 |
update person_description Mary Carol Joy => Mary Carol Joy |
| 2023-03-17 |
update person_description Stacey H. Godwin => Stacey H. Godwin |
| 2023-03-17 |
update person_title Christie Crouch: Trading & Reporting Specialist; Member of the Business Development Team => Member of the Business Development Team; Reporting Manager |
| 2023-03-17 |
update person_title Jeff Harari: Chief Financial Officer => Member of the Leadership Team; Chief Financial Officer; Chief Compliance Officer |
| 2023-03-17 |
update person_title Josh Connell: Member of the Business Development Team; Technology Manager => Member of the Business Development Team; Operations Manager |
| 2023-03-17 |
update person_title Mary Carol Joy: Equity Trader & Client Service Coordinator => Head Trader |
| 2023-03-17 |
update person_title Stacey H. Godwin: Member of the Leadership Team; Chief Compliance Officer => Senior Administrator; Member of the Leadership Team |
| 2023-03-17 |
update primary_contact Georgia-Pacific Center
133 Peachtree Street NE
Suite 2500
Atlanta, Georgia 30303 => 200 Galleria Parkway
Suite 1450
Atlanta, Georgia 30339 |
| 2023-01-01 |
insert index_pages_linkeddomain kwsmdigital.com |
| 2022-03-30 |
delete person David Nesbitt |
| 2022-03-30 |
update person_description Christine R. Quillian => Christine R. Quillian |
| 2022-03-30 |
update person_description Pamela Couch => Pamela Couch |
| 2022-03-30 |
update person_description Randy Loving => Randy Loving |
| 2022-02-11 |
insert person Penny Rolle |
| 2022-02-11 |
update person_description Jill L. Bourland => Jill L. Bourland |
| 2022-02-11 |
update person_description Mary Carol Joy => Mary Carol Joy |
| 2022-02-11 |
update person_title Chris Guinther: Senior Investment Strategist and Portfolio Manager => Senior Equity Strategist and Portfolio Manager |
| 2021-12-03 |
update robots_txt_status montagwealthmanagement.com: 0 => 200 |
| 2021-12-03 |
update robots_txt_status s31993.pcdn.co: 0 => 200 |
| 2021-12-03 |
update robots_txt_status www.montagwealthmanagement.com: 0 => 200 |
| 2021-09-05 |
delete otherexecutives Steve Whittington |
| 2021-09-05 |
delete person Steve Whittington |
| 2021-04-22 |
delete person Joseph B. Foley |
| 2021-04-22 |
insert person Josh Connell |
| 2021-04-22 |
insert person Kayla Whitaker |
| 2021-04-22 |
update person_description Mary Carol Joy => Mary Carol Joy |
| 2021-04-22 |
update person_title Chris Guinther: Portfolio Manager & Senior Equity Strategist => Senior Investment Strategist and Portfolio Manager |
| 2021-04-22 |
update person_title Mary Carol Joy: Trading and Client Service Coordinator => Equity Trader and Client Service Coordinator |
| 2021-01-31 |
delete person H. Mikell Jones |
| 2021-01-31 |
delete person Marianne Rones Shutzberg |
| 2021-01-31 |
delete source_ip 104.24.98.61 |
| 2021-01-31 |
delete source_ip 104.24.99.61 |
| 2021-01-31 |
insert person Helen M. Donahue |
| 2021-01-31 |
insert source_ip 104.21.54.187 |
| 2021-01-31 |
update person_description Thomas Frisbie => Thomas Frisbie |
| 2020-10-07 |
insert person Amy Carcione |
| 2020-06-26 |
insert source_ip 172.67.141.27 |
| 2020-04-26 |
delete about_pages_linkeddomain modestspark.com |
| 2020-04-26 |
delete contact_pages_linkeddomain modestspark.com |
| 2020-04-26 |
delete index_pages_linkeddomain modestspark.com |
| 2020-04-26 |
delete management_pages_linkeddomain modestspark.com |
| 2020-04-26 |
update person_description Chris Guinther => Chris Guinther |
| 2020-04-26 |
update person_title Chris Guinther: Portfolio Manager => Portfolio Manager & Senior Equity Strategist |
| 2020-04-26 |
update robots_txt_status montagwealthmanagement.com: 200 => 0 |
| 2020-04-26 |
update robots_txt_status s31993.pcdn.co: 200 => 0 |
| 2020-04-26 |
update robots_txt_status www.montagwealthmanagement.com: 200 => 0 |
| 2020-03-26 |
update robots_txt_status montagwealthmanagement.com: 0 => 200 |
| 2020-03-26 |
update robots_txt_status s31993.pcdn.co: 0 => 200 |
| 2020-03-26 |
update robots_txt_status www.montagwealthmanagement.com: 0 => 200 |
| 2020-02-24 |
delete source_ip 54.88.100.110 |
| 2020-02-24 |
insert person Christie Crouch |
| 2020-02-24 |
insert source_ip 104.24.98.61 |
| 2020-02-24 |
insert source_ip 104.24.99.61 |
| 2020-02-24 |
update person_description Mary Carol Joy => Mary Carol Joy |
| 2020-02-24 |
update person_title Mary Carol Joy: Trading and Portfolio Administrator => Trading and Client Service Coordinator |
| 2020-02-24 |
update robots_txt_status montagwealthmanagement.com: 200 => 0 |
| 2020-02-24 |
update robots_txt_status s31993.pcdn.co: 200 => 0 |
| 2020-02-24 |
update robots_txt_status www.montagwealthmanagement.com: 200 => 0 |
| 2020-01-24 |
delete person Barbara Macinnes |
| 2020-01-24 |
update person_title Christine R. Quillian: Portfolio Manager => null |
| 2019-12-24 |
insert about_pages_linkeddomain tamaracinc.com |
| 2019-12-24 |
insert contact_pages_linkeddomain tamaracinc.com |
| 2019-12-24 |
insert index_pages_linkeddomain tamaracinc.com |
| 2019-12-24 |
insert management_pages_linkeddomain tamaracinc.com |
| 2019-11-23 |
delete person Lourdes Mendez |
| 2019-11-23 |
delete source_ip 77.104.152.85 |
| 2019-11-23 |
insert source_ip 54.88.100.110 |
| 2019-08-24 |
insert person Emily Johnston |
| 2019-05-22 |
update person_description Thomas Frisbie => Thomas Frisbie |
| 2019-05-22 |
update person_title Thomas Frisbie: Senior Portfolio Manager => Research Strategist; Senior Portfolio Manager |
| 2019-03-16 |
insert person Quita Liu |
| 2019-01-16 |
insert cfo Jeffrey Harari |
| 2019-01-16 |
delete person Amie Wise |
| 2019-01-16 |
update person_description Jeffrey Harari => Jeffrey Harari |
| 2019-01-16 |
update person_description John L. Montag => John L. Montag |
| 2019-01-16 |
update person_title Jeffrey Harari: Controller; Controller and Equity Trader => Chief Financial Officer |
| 2019-01-16 |
update person_title Olga Lee: Research and Portfolio Manager => Portfolio Manager |
| 2018-10-06 |
insert person Chris Guinther |
| 2018-10-06 |
insert person Mary Carol Joy |
| 2017-11-26 |
insert person Amie Wise |
| 2017-11-26 |
insert person Bill Lee |
| 2017-10-22 |
delete source_ip 192.124.249.56 |
| 2017-10-22 |
insert source_ip 77.104.152.85 |
| 2017-07-27 |
delete person Aubrey Wells |
| 2017-06-20 |
delete person Molly M. Guenther |
| 2017-06-20 |
update person_description Aubrey Wells => Aubrey Wells |
| 2017-05-06 |
insert person Brendan Wagner |
| 2017-03-03 |
delete person Nicholas J. Orphan |
| 2016-11-13 |
insert vpsales Larry Mendel |
| 2016-11-13 |
delete email st..@montagwealth.com |
| 2016-11-13 |
insert person Larry Mendel |
| 2016-08-18 |
delete source_ip 209.15.20.234 |
| 2016-08-18 |
insert source_ip 192.124.249.56 |
| 2016-07-15 |
delete email au..@montagwealth.com |
| 2016-07-15 |
delete email ba..@montagwealth.com |
| 2016-07-15 |
delete email be..@montagwealth.com |
| 2016-07-15 |
delete email ch..@montagwealth.com |
| 2016-07-15 |
delete email da..@montagwealth.com |
| 2016-07-15 |
delete email ja..@montagwealth.com |
| 2016-07-15 |
delete email ja..@montagwealth.com |
| 2016-07-15 |
delete email je..@montagwealth.com |
| 2016-07-15 |
delete email ji..@montagwealth.com |
| 2016-07-15 |
delete email jo..@montagwealth.com |
| 2016-07-15 |
delete email jo..@montagwealth.com |
| 2016-07-15 |
delete email ke..@montagwealth.com |
| 2016-07-15 |
delete email lo..@montagwealth.com |
| 2016-07-15 |
delete email ma..@montagwealth.com |
| 2016-07-15 |
delete email mi..@montagwealth.com |
| 2016-07-15 |
delete email mo..@montagwealth.com |
| 2016-07-15 |
delete email ne..@montagwealth.com |
| 2016-07-15 |
delete email ni..@montagwealth.com |
| 2016-07-15 |
delete email ol..@montagwealth.com |
| 2016-07-15 |
delete email pa..@montagwealth.com |
| 2016-07-15 |
delete email ra..@montagwealth.com |
| 2016-07-15 |
delete email st..@montagwealth.com |
| 2016-07-15 |
delete email to..@montagwealth.com |
| 2016-07-15 |
delete email to..@montagwealth.com |
| 2016-07-15 |
delete source_ip 166.78.95.129 |
| 2016-07-15 |
insert source_ip 209.15.20.234 |
| 2016-06-04 |
delete coo Stacey H. Godwin |
| 2016-06-04 |
insert otherexecutives Stacey H. Godwin |
| 2016-06-04 |
insert otherexecutives Steve Whittington |
| 2016-06-04 |
insert email au..@montagwealth.com |
| 2016-06-04 |
insert email da..@montagwealth.com |
| 2016-06-04 |
insert email lo..@montagwealth.com |
| 2016-06-04 |
insert email st..@montagwealth.com |
| 2016-06-04 |
insert person Aubrey Wells |
| 2016-06-04 |
insert person David Nesbitt |
| 2016-06-04 |
insert person Lourdes Mendez |
| 2016-06-04 |
insert person Steve Whittington |
| 2016-06-04 |
update person_title Stacey H. Godwin: Member of the BUSINESS DEVELOPMENT TEAM; Operations Director => Chief Compliance Officer; Member of the Client Service Team |
| 2016-03-20 |
update website_status DomainNotFound => OK |
| 2016-03-20 |
insert about_pages_linkeddomain modestspark.com |
| 2016-03-20 |
insert contact_pages_linkeddomain modestspark.com |
| 2016-03-20 |
insert index_pages_linkeddomain modestspark.com |
| 2016-03-20 |
insert management_pages_linkeddomain modestspark.com |
| 2016-03-15 |
update website_status OK => DomainNotFound |
| 2016-01-19 |
delete email ol..@montagwealth.com |
| 2016-01-19 |
delete person Olivia Leonaitis |
| 2015-07-25 |
delete email wa..@montagwealth.com |
| 2015-07-25 |
delete person Warren Gump |
| 2015-07-25 |
insert email ol..@montagwealth.com |
| 2015-07-25 |
insert email ra..@montagwealth.com |
| 2015-07-25 |
insert person Olivia Leonaitis |
| 2015-07-25 |
insert person Randy Loving |
| 2015-01-30 |
delete email bo..@montagwealth.com |
| 2015-01-30 |
delete person Robert G. Pennington |
| 2015-01-30 |
update person_title Christine R. Quillian: Member of the Investment Team => Portfolio Manager; Member of the Investment Team |
| 2015-01-30 |
update person_title Jeffrey Harari: Equity Trader and Compliance Manager; Member of the Investment Team => Controller and Equity Trader; Member of the Investment Team; Controller |
| 2015-01-30 |
update person_title Molly M. Guenther: Member of the Investment Team => Senior Portfolio Manager; Member of the Investment Team |
| 2014-12-23 |
update website_status OK => FlippedRobots |