SOUTHEAST RETIREMENT PLANNERS - History of Changes


DateDescription
2024-04-04 delete otherexecutives Renee Hoke
2024-04-04 delete email re..@seretirementplanners.com
2024-04-04 delete person Renee Hoke
2023-10-06 insert otherexecutives Renee Hoke
2023-10-06 insert email re..@seretirementplanners.com
2023-10-06 insert person Renee Hoke
2023-04-13 delete source_ip 104.16.65.197
2023-04-13 delete source_ip 104.16.66.197
2023-04-13 delete source_ip 104.16.67.197
2023-04-13 delete source_ip 104.16.68.197
2023-04-13 delete source_ip 104.16.69.197
2023-04-13 insert source_ip 104.17.167.172
2023-04-13 insert source_ip 104.17.168.172
2023-04-13 insert source_ip 104.17.169.172
2023-04-13 insert source_ip 104.17.170.172
2023-04-13 insert source_ip 104.17.171.172
2022-10-12 delete otherexecutives Lesly Collins
2022-10-12 delete email le..@seretirementplanners.com
2022-10-12 delete person Lesly Collins
2022-08-03 update person_title Les Stewart: Advisor and Co - Owner of SRP; Financial Advisor => LPL Financial Advisor
2022-08-03 update person_title Matthew Starnes: Financial Advisor => LPL Financial Advisor
2022-08-03 update person_title S. Ryan Edwards: Financial Advisor; Advisor => LPL Financial Advisor
2022-04-27 delete otherexecutives Kelle Huffman
2022-04-27 update person_description Bob Fincher => Bob Fincher
2022-04-27 update person_description Gayle Ballard => Gayle Ballard
2022-04-27 update person_description Kelle Huffman => Kelle Huffman
2022-04-27 update person_description Lesly Collins => Lesly Collins
2022-04-27 update person_description Matthew Starnes => Matthew Starnes
2022-04-27 update person_description S. Ryan Edwards => S. Ryan Edwards
2022-04-27 update person_title Bob Fincher: Financial Advisor => LPL Financial Advisor
2022-04-27 update person_title Kelle Huffman: Assistant; Director of Client Services => LPL Financial Advisor
2022-03-27 update person_description Les Stewart => Les Stewart
2022-02-09 insert general_emails in..@seretirementplanners.com
2022-02-09 delete alias SERP
2022-02-09 delete index_pages_linkeddomain emeraldconnect.com
2022-02-09 delete index_pages_linkeddomain oncehub.com
2022-02-09 delete index_pages_linkeddomain sipc.org
2022-02-09 delete source_ip 162.159.130.79
2022-02-09 delete source_ip 162.159.129.79
2022-02-09 insert email in..@seretirementplanners.com
2022-02-09 insert index_pages_linkeddomain caprivacy.org
2022-02-09 insert source_ip 104.16.65.197
2022-02-09 insert source_ip 104.16.66.197
2022-02-09 insert source_ip 104.16.67.197
2022-02-09 insert source_ip 104.16.68.197
2022-02-09 insert source_ip 104.16.69.197
2021-08-15 delete index_pages_linkeddomain mainaccount.com
2021-08-15 insert index_pages_linkeddomain emeraldconnect.com
2021-04-25 delete source_ip 199.59.138.230
2021-04-25 delete source_ip 199.59.136.230
2021-04-25 insert source_ip 162.159.130.79
2021-04-25 insert source_ip 162.159.129.79
2020-09-20 delete address 74 Eighth Street SE Hickory, NC 28602
2020-09-20 insert address 74 Eighth Street SE Suite 105 Hickory, NC 28602
2020-09-20 insert email le..@seretirementplanners.com
2020-09-20 insert index_pages_linkeddomain oncehub.com
2020-09-20 update primary_contact 74 Eighth Street SE Hickory, NC 28602 => 74 Eighth Street SE Suite 105 Hickory, NC 28602
2020-04-04 insert email ms..@seretirementplanners.com
2020-04-04 insert person Matthew Starnes
2019-11-23 delete general_emails in..@seretirementplanners.com
2019-11-23 delete otherexecutives Jessica Contreras
2019-11-23 insert otherexecutives Lesly Collins
2019-11-23 delete address 136 Gateway Blvd Suite C, Mooresville, NC 28117
2019-11-23 delete email in..@seretirementplanners.com
2019-11-23 delete email ms..@seretirementplanners.com
2019-11-23 delete index_pages_linkeddomain v2020-sai.com
2019-11-23 delete person Cubby Bice
2019-11-23 delete person Jeff Prince
2019-11-23 delete person Jessica Contreras
2019-11-23 delete person Matthew Starnes
2019-11-23 delete phone 704-696-1030
2019-11-23 insert index_pages_linkeddomain mainaccount.com
2019-11-23 insert person Lesly Collins
2019-11-23 insert portfolio_pages_linkeddomain factset.com
2019-11-23 insert portfolio_pages_linkeddomain theice.com
2019-11-23 update person_title Bob Fincher: Financial Advisor ( View Bio ); Financial Advisor; Advisor => LPL Financial Advisor ( View Bio ); Advisor; LPL Financial Advisor
2019-11-23 update person_title Les Stewart: Financial Advisor ( View Bio ); Financial Advisor; Advisor => LPL Financial Advisor ( View Bio ); Advisor; LPL Financial Advisor
2019-11-23 update person_title S. Ryan Edwards: Financial Advisor ( View Bio ); Financial Advisor; Advisor => LPL Financial Advisor ( View Bio ); Financial Advisor; LPL Financial Advisor; Advisor
2019-11-23 update website_status MaintenancePage => OK
2019-10-24 update website_status FlippedRobots => MaintenancePage
2019-09-30 update website_status OK => FlippedRobots
2019-05-26 delete portfolio_pages_linkeddomain factset.com
2019-05-26 delete portfolio_pages_linkeddomain theice.com
2018-12-14 delete otherexecutives Crystal Hayward
2018-12-14 insert otherexecutives Jessica Contreras
2018-12-14 insert otherexecutives Kelle Huffman
2018-12-14 delete person Crystal Hayward
2018-12-14 insert address 136 Gateway Blvd Suite C, Mooresville, NC 28117
2018-12-14 insert person Cubby Bice
2018-12-14 insert person Gayle Ballard
2018-12-14 insert person Jessica Contreras
2018-12-14 insert person Kelle Huffman
2018-12-14 insert phone 704-696-1030
2018-04-16 update website_status FlippedRobots => OK
2018-03-30 update website_status OK => FlippedRobots
2018-02-09 update website_status FlippedRobots => OK
2018-02-09 delete about_pages_linkeddomain emeraldsecure.com
2018-02-09 delete index_pages_linkeddomain emeraldsecure.com
2018-02-09 delete management_pages_linkeddomain emeraldsecure.com
2018-02-09 delete portfolio_pages_linkeddomain emeraldsecure.com
2018-02-09 delete service_pages_linkeddomain emeraldsecure.com
2018-01-21 update website_status OK => FlippedRobots
2017-12-14 update website_status FlippedRobots => OK
2017-12-14 insert general_emails in..@seretirementplanners.com
2017-12-14 delete source_ip 167.212.16.243
2017-12-14 insert address 74 Eighth Street SE Hickory, NC 28602
2017-12-14 insert email in..@seretirementplanners.com
2017-12-14 insert index_pages_linkeddomain emeraldsecure.com
2017-12-14 insert index_pages_linkeddomain factset.com
2017-12-14 insert index_pages_linkeddomain theice.com
2017-12-14 insert index_pages_linkeddomain v2020-sai.com
2017-12-14 insert source_ip 199.59.138.230
2017-12-14 insert source_ip 199.59.136.230
2017-11-24 update website_status FailedRobots => FlippedRobots
2017-10-12 update website_status FlippedRobots => FailedRobots
2017-09-07 update website_status FailedRobots => FlippedRobots
2017-07-10 update website_status FlippedRobots => FailedRobots
2017-06-15 update website_status FailedRobots => FlippedRobots
2017-05-12 update website_status FlippedRobots => FailedRobots
2017-03-09 update website_status OK => FlippedRobots
2017-01-21 delete email al..@seretirementplanners.com
2017-01-21 delete person Alice Scarborough
2016-08-13 delete email al..@seretirementplanners.com
2016-08-13 delete email am..@seretirementplanners.com
2016-08-13 delete email le..@seretirementplanners.com
2016-08-13 delete email ma..@seretirementplanners.com
2016-08-13 delete person Amanda Chappell
2016-07-07 update person_description Alice Scarborough => Alice Scarborough
2015-08-27 insert about_pages_linkeddomain preferredadvisoracademy.com
2015-08-27 insert email al..@seretirementplanners.com
2015-08-27 insert email am..@seretirementplanners.com
2015-08-27 insert email jw..@gmail.com
2015-08-27 insert email le..@seretirementplanners.com
2015-08-27 insert email ma..@seretirementplanners.com
2015-08-27 insert email re..@seretirementplanners.com
2015-08-27 insert person Amanda Chappell
2015-08-27 insert person Jeff Prince
2015-08-27 insert person Matt Starnes
2015-08-27 update person_description Alice Scarborough => Alice Scarborough
2015-08-27 update person_description Les Stewart => Les Stewart
2015-08-27 update person_description Ryan Edwards => Ryan Edwards
2015-08-27 update person_title Alice Scarborough: null => Registered Assistant, Operations Manager
2015-08-27 update person_title Les Stewart: null => Financial Advisor
2015-08-27 update person_title Ryan Edwards: Senior Wealth Consultants; Advisor => Senior Wealth Consultants; Financial Advisor
2015-07-29 delete address 74 8th Street South East Ste 105 Hickory, NC 28602
2015-07-29 insert address 74 8th Street Southeast Suite 105 Hickory, NC 28602
2015-07-29 update primary_contact 74 8th Street South East Ste 105 Hickory, NC 28602 => 74 8th Street Southeast Suite 105 Hickory, NC 28602
2015-01-27 delete address 321 3rd Avenue NW Hickory, NC 28601
2015-01-27 insert address 74 8th Street South East Ste 105 Hickory, NC 28602
2015-01-27 update primary_contact 321 3rd Avenue NW Hickory, NC 28601 => 74 8th Street South East Ste 105 Hickory, NC 28602