| Date | Description |
|---|
| 2023-05-19 |
delete person Michael Daskalakis |
| 2023-05-19 |
insert about_pages_linkeddomain cnbc.com |
| 2023-05-19 |
insert contact_pages_linkeddomain cnbc.com |
| 2023-05-19 |
insert index_pages_linkeddomain cnbc.com |
| 2023-05-19 |
insert management_pages_linkeddomain cnbc.com |
| 2023-05-19 |
insert person David Carroll |
| 2023-05-19 |
insert service_pages_linkeddomain cnbc.com |
| 2022-08-12 |
insert person Brian Appleyard |
| 2022-08-12 |
insert person Julie Hinxman |
| 2022-08-12 |
insert person Michael Claveau |
| 2022-08-12 |
update person_title Carol Neal: Receptionist => Administrative Assistant |
| 2022-04-04 |
insert person Jeff Thompson |
| 2022-04-04 |
update person_description Jason Sikorski => Jason Sikorski |
| 2022-04-04 |
update person_title Jason Sikorski: Operations Team Leader => Associate; Advisor |
| 2022-02-14 |
delete general_emails in..@wingatewealthadvisors.com |
| 2022-02-14 |
delete email in..@wingatewealthadvisors.com |
| 2022-02-14 |
delete person Gail Wessell |
| 2022-02-14 |
delete person Jake Horowitz |
| 2022-02-14 |
delete person Sue Wilkinson |
| 2022-02-14 |
insert person Cara Whipkey |
| 2022-02-14 |
insert person Timothy Mullin |
| 2022-02-14 |
update person_title Gail Kenny: Client Relationship Administrator => Senior Client Relationship Administrator |
| 2022-02-14 |
update person_title Susan Hanna CeFT: Client Relationship Administrator => Senior Client Relationship Administrator |
| 2021-10-04 |
delete personal_emails ri..@wingatewealthadvisors.com |
| 2021-10-04 |
delete email ri..@wingatewealthadvisors.com |
| 2021-10-04 |
delete person Marina Muehlke |
| 2021-10-04 |
delete person Rachel Shilts |
| 2021-10-04 |
insert email ri..@wingatewealthadvisors.com |
| 2021-10-04 |
insert person Gail Wessell |
| 2021-08-10 |
delete person Andi McNamara |
| 2021-06-29 |
delete source_ip 35.196.21.101 |
| 2021-06-29 |
insert source_ip 141.193.213.20 |
| 2021-04-12 |
insert coo Richard C. Byron |
| 2021-04-12 |
insert person Jason Sikorski |
| 2021-04-12 |
insert person Richard C. Byron |
| 2021-04-12 |
update person_description Marina Muehlke => Marina Muehlke |
| 2021-04-12 |
update person_description Rachel Shilts => Rachel Shilts |
| 2021-04-12 |
update person_title Chris Bekel: Associate; Advisor => Associate; Financial Advisor; Advisor |
| 2021-04-12 |
update person_title Jake Horowitz: Client Relationship Administrator / Portfolio Analyst => Portfolio Analyst |
| 2021-04-12 |
update person_title Lianna Deprey: Client Service Manager => Financial Planner; Client Service Manager |
| 2021-04-12 |
update person_title Marina Muehlke: Paraplanner => Financial Advisor |
| 2021-04-12 |
update person_title Rachel Shilts: Client Relationship Administrator => Paraplanner |
| 2021-04-12 |
update person_title Sue Wilkinson: Office Manager => Operations Service Associate; Office Manager |
| 2021-02-16 |
delete person Brenda Powers |
| 2020-03-30 |
update person_description Jake Horowitz => Jake Horowitz |
| 2020-03-30 |
update person_title Jake Horowitz: Portfolio Analyst => Client Relationship Administrator / Portfolio Analyst |
| 2020-02-29 |
delete person Craig Bergstrom |
| 2020-02-29 |
delete person Rachel Matsil |
| 2019-06-28 |
insert person Michael Daskalakis |
| 2019-06-28 |
insert person Rachel Matsil |
| 2019-06-28 |
insert person Rachel Shilts |
| 2019-04-20 |
delete ceo Mark F. Greco |
| 2019-04-20 |
delete person Mark F. Greco |
| 2019-03-20 |
delete coo Craig Bergstrom |
| 2019-03-20 |
insert email ma..@wingatewealthadvisors.com |
| 2019-03-20 |
update person_title Craig Bergstrom: Director of Operations => Director of Operations and Technology |
| 2019-02-15 |
insert otherexecutives Carol Newman IACCP |
| 2019-02-15 |
insert otherexecutives Carol R. Newman |
| 2019-02-15 |
delete management_pages_linkeddomain wfinancialh.com |
| 2019-02-15 |
insert person Carol R. Newman |
| 2019-02-15 |
update person_description Carol Newman IACCP => Carol Newman IACCP |
| 2019-02-15 |
update person_title Carol Newman IACCP: Compliance Specialist => Compliance Officer |
| 2018-12-03 |
insert management_pages_linkeddomain wfinancialh.com |
| 2018-10-25 |
insert cmo Jennifer Roberts |
| 2018-10-25 |
update person_title Jennifer Roberts: Marketing Manager => Director of Marketing |
| 2018-10-25 |
update person_title Marina Muehlke: Client Relationship Administrator => Paraplanner |
| 2018-07-10 |
delete email ma..@wingatewealthadvisors.com |
| 2018-07-10 |
delete person Debra McDonald |
| 2018-05-21 |
delete person Arthur F. von der Linden |
| 2018-05-21 |
delete person Laura Wilson |
| 2018-05-21 |
delete person Richard S. Hayes |
| 2018-03-31 |
delete person Deirdre Zaccagnini |
| 2018-03-31 |
insert person Lianna Deprey |
| 2018-03-31 |
insert person Marina Muehlke |
| 2018-03-31 |
update person_description Gary Pomerantz => Gary D. Pomerantz |
| 2018-02-11 |
delete source_ip 159.135.57.43 |
| 2018-02-11 |
insert source_ip 35.196.21.101 |
| 2017-12-29 |
delete person Stephanie Mongan |
| 2017-12-29 |
insert person Jake Horowitz |
| 2017-11-18 |
insert person Chris Bekel |
| 2017-11-18 |
insert person Gary Pomerantz |
| 2017-11-18 |
insert person John Slupski |
| 2017-11-18 |
insert person Stephanie Mongan |
| 2017-08-03 |
delete source_ip 161.47.9.11 |
| 2017-08-03 |
insert source_ip 159.135.57.43 |
| 2016-10-02 |
insert management_pages_linkeddomain calendly.com |
| 2016-08-05 |
insert associated_investor Fisher Lynch Capital |
| 2016-08-05 |
update person_description Craig Bergstrom => Craig Bergstrom |
| 2016-08-05 |
update person_description Deirdre Zaccagnini => Deirdre Zaccagnini |
| 2016-08-05 |
update person_description Kara Sullivan => Kara Sullivan |
| 2016-07-08 |
update website_status DomainNotFound => OK |
| 2016-07-08 |
insert person Jennifer Roberts |
| 2016-07-08 |
update person_description Susan Hanna => Susan Hanna |
| 2016-05-13 |
update website_status OK => DomainNotFound |
| 2016-04-15 |
delete person Maria Murphy |
| 2016-01-31 |
delete index_pages_linkeddomain coldspringdesign.com |
| 2016-01-31 |
delete source_ip 173.233.87.134 |
| 2016-01-31 |
insert index_pages_linkeddomain cleverlight.com |
| 2016-01-31 |
insert source_ip 161.47.9.11 |
| 2016-01-03 |
delete cmo Susie Neal |
| 2016-01-03 |
delete coo Mark F. Greco |
| 2016-01-03 |
insert ceo Mark F. Greco |
| 2016-01-03 |
insert otherexecutives Craig Bergstrom |
| 2016-01-03 |
delete person Susie Neal |
| 2016-01-03 |
update person_description Carol R. Newman => Carol R. Newman |
| 2016-01-03 |
update person_title Craig Bergstrom: IT Administrator => Director of IT |
| 2016-01-03 |
update person_title Mark F. Greco: Chief Operating Officer; Wingate 's Chief Operating Officer => Wingate 's Chief Executive Officer; Chief Executive Officer |
| 2015-11-04 |
delete person Zach Lynde |
| 2015-06-01 |
insert person Deirdre Zaccagnini |
| 2015-04-05 |
delete person Nicole Santanella |
| 2015-04-05 |
delete person Theresa Johnston |
| 2015-03-08 |
delete person Linda Halbruner |
| 2015-03-08 |
delete source_ip 173.233.86.218 |
| 2015-03-08 |
insert source_ip 173.233.87.134 |
| 2015-02-08 |
update person_title Carol Khouri: Member of the Khouri Team; Certified Financial Planner => Principal; Member of the Khouri Team; Financial Advisor |
| 2015-02-08 |
update person_title Debra McDonald: Member of the White Team; Client Counselor => Member of the White Team; Financial Advisor |
| 2015-02-08 |
update person_title Gail Kenny: Member of the Lasker Team; Client Relationship Coordinator => Member of the Lasker Team; Client Relationship Administrator |
| 2015-02-08 |
update person_title Jeffrey H. White: Member of the White Team; Co - Founder of Wingate; Client Counselor => Principal; Member of the White Team; Co - Founder of Wingate; Financial Advisor |
| 2015-02-08 |
update person_title Mathew A. Lasker: Member of the Lasker Team; Client Counselor => Principal; Member of the Lasker Team; Financial Advisor |
| 2015-02-08 |
update person_title Peter Frailey: Member of the Lasker Team; Staff; Client Counselor => Member of the Lasker Team; Staff; Financial Advisor |
| 2015-02-08 |
update person_title Richard S. Hayes: Client Counselor => Member of the Board of Managers |
| 2015-02-08 |
update person_title Susan Hanna: Member of the Khouri Team; Client Relationship Manager => Member of the Khouri Team; Client Relationship Administrator |
| 2015-02-08 |
update person_title Teo Ferreira: Member of the White Team; Client Counselor => Member of the White Team; Financial Advisor |
| 2015-02-08 |
update person_title Theresa Johnston: Member of the White Team; Client Relationship Coordinator => Member of the White Team; Client Relationship Administrator |
| 2014-12-14 |
delete person Deborah McDonald |
| 2014-12-14 |
insert person Susan Hanna |
| 2014-12-14 |
update person_title Linda Halbruner: IT Administrator => Staff Member |
| 2014-10-19 |
update person_title Elizabeth W. Gustin: Financial Planner => Director of Financial Planning |
| 2014-10-19 |
update person_title Melanie Lees: Member of the Khouri Team; Client Relationship Coordinator => Member of the Khouri Team |
| 2014-10-19 |
update person_title Sue Wilkinson: Manager of Our Operations Department; Manager of Operations Department => Office Manager |
| 2014-04-16 |
delete otherexecutives John Biebel |
| 2014-04-16 |
delete otherexecutives Jonathan Wojtkun |
| 2014-04-16 |
delete otherexecutives Mark F. Greco |
| 2014-04-16 |
delete person John Biebel |
| 2014-04-16 |
delete person Jonathan Wojtkun |
| 2014-04-16 |
update person_title Mark F. Greco: Chief Operating Officer; Wingate 's Chief Operating Officer and Chief Compliance Officer; Chief Compliance Officer => Chief Operating Officer; Wingate 's Chief Operating Officer |
| 2013-11-18 |
insert cmo Susie Neal |
| 2013-11-18 |
insert contact_pages_linkeddomain wufoo.com |
| 2013-11-18 |
update person_description Carol R. Newman => Carol R. Newman |
| 2013-11-18 |
update person_title Carol R. Newman: null => Compliance Specialist |
| 2013-11-18 |
update person_title Susie Neal: null => Director of Marketing |
| 2013-10-21 |
insert person Melanie Lees |
| 2013-10-21 |
insert person Theresa Johnston |