| Date | Description |
|---|
| 2023-05-28 |
delete address 545 5th Avenue, Suite 1108
New York, NY 10017 |
| 2023-05-28 |
delete person Mark Rosenthal |
| 2023-05-28 |
update person_title Megan Benner: Client Services Specialist => Client Services Specialist; Chief Compliance Officer & Client Services Specialist |
| 2023-04-12 |
delete about_pages_linkeddomain wpengine.com |
| 2023-04-12 |
delete contact_pages_linkeddomain wpengine.com |
| 2023-04-12 |
delete management_pages_linkeddomain wpengine.com |
| 2023-04-12 |
delete partner_pages_linkeddomain wpengine.com |
| 2023-03-11 |
delete address 545 5th Avenue, Suite 1100,
New York, NY 10017 |
| 2023-03-11 |
delete address 545 Fifth Avenue, Suite 1100
New York, NY 10017 |
| 2023-03-11 |
insert address 545 5th Avenue, Suite 1108
New York, NY 10017 |
| 2023-03-11 |
insert address 545 Fifth Avenue, Suite 1108
New York, NY 10017 |
| 2023-03-11 |
update primary_contact 545 5th Avenue, Suite 1100,
New York, NY 10017 => 545 5th Avenue, Suite 1108
New York, NY 10017 |
| 2022-08-05 |
delete person Mallory Findley |
| 2021-06-16 |
delete source_ip 207.38.86.10 |
| 2021-06-16 |
insert source_ip 104.198.66.131 |
| 2020-10-14 |
delete partner_pages_linkeddomain callan.com |
| 2020-10-14 |
insert partner Envestnet Portfolio Management Consultants |
| 2020-06-28 |
insert index_pages_linkeddomain wife2cfo.com |
| 2020-03-28 |
delete address ABA 2016 Spring CLE Conference
Paradise Island, Bahamas |
| 2019-03-28 |
update website_status FlippedRobots => OK |
| 2019-01-02 |
update website_status OK => FlippedRobots |
| 2018-05-07 |
update website_status InternalTimeout => OK |
| 2018-02-24 |
update website_status OK => InternalTimeout |
| 2017-06-18 |
delete person Edward Loring |
| 2017-01-15 |
delete source_ip 23.235.203.191 |
| 2017-01-15 |
insert source_ip 207.38.86.10 |
| 2016-12-04 |
delete coo Suzanne D'Avino |
| 2016-12-04 |
delete person Suzanne D'Avino |
| 2016-07-14 |
delete about_pages_linkeddomain finra.org |
| 2016-07-14 |
delete about_pages_linkeddomain sipc.org |
| 2016-07-14 |
delete address 18 Corporate Woods Blvd., Albany, NY 12211 |
| 2016-07-14 |
delete contact_pages_linkeddomain finra.org |
| 2016-07-14 |
delete contact_pages_linkeddomain sipc.org |
| 2016-07-14 |
delete index_pages_linkeddomain finra.org |
| 2016-07-14 |
delete index_pages_linkeddomain sipc.org |
| 2016-07-14 |
delete management_pages_linkeddomain finra.org |
| 2016-07-14 |
delete management_pages_linkeddomain sipc.org |
| 2016-07-14 |
delete partner_pages_linkeddomain finra.org |
| 2016-07-14 |
delete partner_pages_linkeddomain sipc.org |
| 2016-06-02 |
insert management_pages_linkeddomain fa-mag.com |
| 2016-03-09 |
delete index_pages_linkeddomain forbes.com |
| 2016-03-09 |
insert address ABA 2016 Spring CLE Conference
Paradise Island, Bahamas |
| 2016-03-09 |
insert index_pages_linkeddomain fa-mag.com |
| 2016-01-13 |
insert otherexecutives John J. Glasheen |
| 2016-01-13 |
insert person John J. Glasheen |
| 2015-12-01 |
delete coo Kristen Niebuhr |
| 2015-12-01 |
delete president Kristen Niebuhr |
| 2015-12-01 |
insert coo Henry Morneault |
| 2015-12-01 |
insert coo Suzanne D'Avino |
| 2015-12-01 |
delete address 12526 High Bluff Drive, Suite 235
San Diego, CA 92130 |
| 2015-12-01 |
delete fax 858.408.9709 |
| 2015-12-01 |
delete index_pages_linkeddomain cpa2biz.com |
| 2015-12-01 |
delete index_pages_linkeddomain fa-mag.com |
| 2015-12-01 |
delete index_pages_linkeddomain wsj.com |
| 2015-12-01 |
delete person Jaclyn Cerbone |
| 2015-12-01 |
delete person Kristen Niebuhr |
| 2015-12-01 |
delete phone 619.503.3283 |
| 2015-12-01 |
delete phone 844.616.4004 |
| 2015-12-01 |
insert index_pages_linkeddomain americanbanker.com |
| 2015-12-01 |
insert index_pages_linkeddomain bloomberg.com |
| 2015-12-01 |
insert index_pages_linkeddomain nytimes.com |
| 2015-12-01 |
insert person Edward Loring |
| 2015-12-01 |
insert person Henry Morneault |
| 2015-12-01 |
insert person Lauren Lisbon |
| 2015-12-01 |
insert person Suzanne D'Avino |
| 2015-12-01 |
update person_description Andrew Stewart => Andrew Stewart |
| 2015-12-01 |
update person_description Michelle Smith => Michelle Smith |
| 2015-12-01 |
update person_title Michelle Smith: CEO, CDFA™"for over 25 Years, I Have Been Advising High - Net - Worth Clients about All Things Financial => CEO, CDFA |
| 2015-08-09 |
delete person Mark Lingenfelter |
| 2015-07-12 |
delete index_pages_linkeddomain ey.com |
| 2015-07-12 |
insert index_pages_linkeddomain financial-planning.com |
| 2015-06-13 |
delete person Corinne Smith |
| 2015-06-13 |
delete person Rochell McMillian |
| 2015-06-13 |
insert address 12526 High Bluff Drive, Suite 235
San Diego, CA 92130 |
| 2015-06-13 |
insert fax 858.408.9709 |
| 2015-06-13 |
insert person Sarah Bulicek |
| 2015-06-13 |
insert phone 619.503.3283 |
| 2015-06-13 |
insert phone 844.616.4004 |
| 2015-05-16 |
delete index_pages_linkeddomain barrons.com |
| 2015-04-15 |
delete partner Calln |
| 2015-03-18 |
delete index_pages_linkeddomain advisorperspectives.com |
| 2015-03-18 |
delete index_pages_linkeddomain financial-planning.com |
| 2015-03-18 |
insert about_pages_linkeddomain google.com |
| 2015-03-18 |
insert contact_pages_linkeddomain google.com |
| 2015-03-18 |
insert index_pages_linkeddomain google.com |
| 2015-03-18 |
insert index_pages_linkeddomain wsj.com |
| 2015-03-18 |
insert management_pages_linkeddomain google.com |
| 2015-03-18 |
insert partner_pages_linkeddomain google.com |
| 2015-02-17 |
delete index_pages_linkeddomain investius.com |
| 2015-02-17 |
delete index_pages_linkeddomain investmentnews.com |
| 2015-02-17 |
delete source_ip 67.134.217.123 |
| 2015-02-17 |
insert index_pages_linkeddomain advisorperspectives.com |
| 2015-02-17 |
insert index_pages_linkeddomain cpa2biz.com |
| 2015-02-17 |
insert index_pages_linkeddomain sipc.org |
| 2015-02-17 |
insert source_ip 23.235.203.191 |
| 2015-02-17 |
update robots_txt_status www.sourcefa.com: 404 => 200 |
| 2014-12-17 |
delete index_pages_linkeddomain wsj.com |
| 2014-12-17 |
insert index_pages_linkeddomain fa-mag.com |
| 2014-12-17 |
insert index_pages_linkeddomain forbes.com |
| 2014-11-19 |
delete about_pages_linkeddomain lightport.com |
| 2014-11-19 |
delete contact_pages_linkeddomain lightport.com |
| 2014-11-19 |
delete index_pages_linkeddomain lightport.com |
| 2014-11-19 |
delete index_pages_linkeddomain sipc.org |
| 2014-11-19 |
delete management_pages_linkeddomain lightport.com |
| 2014-11-19 |
delete partner_pages_linkeddomain lightport.com |
| 2014-11-19 |
delete partner_pages_linkeddomain pksinvest.com |
| 2014-11-19 |
insert about_pages_linkeddomain sec.gov |
| 2014-11-19 |
insert contact_pages_linkeddomain sec.gov |
| 2014-11-19 |
insert index_pages_linkeddomain barrons.com |
| 2014-11-19 |
insert index_pages_linkeddomain ey.com |
| 2014-11-19 |
insert index_pages_linkeddomain financial-planning.com |
| 2014-11-19 |
insert index_pages_linkeddomain investius.com |
| 2014-11-19 |
insert index_pages_linkeddomain investmentnews.com |
| 2014-11-19 |
insert index_pages_linkeddomain sec.gov |
| 2014-11-19 |
insert index_pages_linkeddomain wsj.com |
| 2014-11-19 |
insert management_pages_linkeddomain sec.gov |
| 2014-11-19 |
insert partner Calln |
| 2014-11-19 |
insert partner_pages_linkeddomain sec.gov |
| 2014-11-19 |
update person_description Andrew Stewart => Andrew Stewart |
| 2014-11-19 |
update person_description Kristen Niebuhr => Kristen Niebuhr |
| 2014-11-19 |
update person_description Mark Lingenfelter => Mark Lingenfelter |
| 2014-11-19 |
update person_description Rochell McMillian => Rochell McMillian |
| 2014-11-19 |
update person_title Andrew Stewart: AVP, Wealth Management => Managing Director, Investment |
| 2014-10-22 |
insert partner_pages_linkeddomain advent.com |
| 2014-10-22 |
insert partner_pages_linkeddomain pksinvest.com |
| 2014-09-13 |
insert alias Source Financial Advisors, LlC |
| 2014-07-04 |
delete address 521 5th Avenue, 15 th Floor
New York, NY 10175 |
| 2014-07-04 |
insert address 545 5th Avenue, Suite 1100
New York, NY 10017 |
| 2014-07-04 |
update primary_contact 521 5th Avenue, 15 th Floor
New York, NY 10175 => 545 5th Avenue, Suite 1100
New York, NY 10017 |