| Date | Description |
|---|
| 2024-03-13 |
delete otherexecutives Jennifer Rossi |
| 2024-03-13 |
delete about_pages_linkeddomain sec.gov |
| 2024-03-13 |
delete contact_pages_linkeddomain sec.gov |
| 2024-03-13 |
delete management_pages_linkeddomain sec.gov |
| 2024-03-13 |
update person_title Jennifer Rossi: Co - Founder; Chief Administrative Officer and Director of Operations for Intelligent Capital; Chief Administrative Officer; Member of the Shareholders and Senior Leadership Team => Co - Founder; Chief of Staff; Chief of Staff and Client Relationship Manager for Intelligent Capital; Client Relationship Manager; Member of the Shareholders and Senior Leadership Team |
| 2024-03-13 |
update person_title Michael Rossi: Education; Professional Accreditation; Member of the Shareholders and Senior Leadership Team; Financial Planner / Portfolio Manager => Financial Advisor / Chief Client Wealth Officer; Certified Financial Planner; Member of the Shareholders and Senior Leadership Team |
| 2023-09-23 |
delete index_pages_linkeddomain tdameritrade.com |
| 2023-08-09 |
insert management_pages_linkeddomain helpinhealinghome.org |
| 2023-01-01 |
delete founder Vincent Rossi |
| 2023-01-01 |
delete president Vincent Rossi |
| 2023-01-01 |
delete about_pages_linkeddomain crunchbase.com |
| 2023-01-01 |
delete contact_pages_linkeddomain crunchbase.com |
| 2023-01-01 |
delete index_pages_linkeddomain crunchbase.com |
| 2023-01-01 |
delete management_pages_linkeddomain crunchbase.com |
| 2023-01-01 |
insert about_pages_linkeddomain cefex.org |
| 2023-01-01 |
insert contact_pages_linkeddomain cefex.org |
| 2023-01-01 |
insert index_pages_linkeddomain advisoryhq.com |
| 2023-01-01 |
insert index_pages_linkeddomain cefex.org |
| 2023-01-01 |
insert index_pages_linkeddomain investor.com |
| 2023-01-01 |
insert management_pages_linkeddomain cefex.org |
| 2023-01-01 |
update person_title Monique Pressley: Professional Accreditation; Client Service Manager; Senior Client Relationship Specialist; Member of the Shareholders and Leadership Team; Education => Professional Accreditation; Senior Client Relationship Specialist; Education; Member of the Shareholders and Senior Leadership Team |
| 2023-01-01 |
update person_title Vincent Rossi: CFP® Is the Founder of Intelligent Capitalworks, and President and Chief Investment Officer; Member of the Shareholders and Leadership Team; Individual Member; Founder; President => CFP® Is the Founder of Intelligent Capitalworks, and President and Chief Investment Officer; Member of the Shareholders and Senior Leadership Team; Individual Member |
| 2022-11-29 |
insert about_pages_linkeddomain fi360.com |
| 2022-11-29 |
insert contact_pages_linkeddomain fi360.com |
| 2022-11-29 |
insert index_pages_linkeddomain fi360.com |
| 2022-11-29 |
insert index_pages_linkeddomain thefiduciaryinstitute.org |
| 2022-11-29 |
insert industry_tag two financial advisory |
| 2022-11-29 |
insert management_pages_linkeddomain fi360.com |
| 2022-11-29 |
update person_description Jillian Carlson => Jillian Carlson |
| 2022-11-29 |
update person_title Charles Rossi: Client Advisor and Portfolio Manager; Member of the Shareholders and Leadership Team => Member of the Shareholders and Leadership Team |
| 2022-10-29 |
delete shareholder Monique Pressley |
| 2022-10-29 |
delete index_pages_linkeddomain thefiduciaryinstitute.org |
| 2022-10-29 |
update person_description Jillian Carlson => Jillian Carlson |
| 2022-10-29 |
update person_title Charles "Charlie" Rossi: Member of the Shareholders and Leadership Team => Client Advisor and Portfolio Manager; Member of the Shareholders and Leadership Team |
| 2022-10-29 |
update person_title Michael Rossi: Education; Professional Accreditation; Member of the Shareholders and Leadership Team; Financial Planner / Shareholder; Planning and Research Team => Professional Accreditation; Financial Planner and Portfolio Manager; Financial Planner / Portfolio Manager; Member of the Shareholders and Leadership Team; Education; Financial Planner and Portfolio Manager at Intelligent Capital |
| 2022-10-29 |
update person_title Monique Pressley: Professional Accreditation; Client Service Manager; Member of the Shareholders and Leadership Team; Senior Client Relationship Specialist; Shareholder; Education => Client Services Manager at Intelligent Capital; Professional Accreditation; Client Service Manager; Senior Client Relationship Specialist; Member of the Shareholders and Leadership Team; Education |
| 2022-08-23 |
delete source_ip 172.67.158.32 |
| 2022-08-23 |
delete source_ip 104.21.8.240 |
| 2022-08-23 |
insert about_pages_linkeddomain sec.gov |
| 2022-08-23 |
insert contact_pages_linkeddomain sec.gov |
| 2022-08-23 |
insert index_pages_linkeddomain sec.gov |
| 2022-08-23 |
insert index_pages_linkeddomain thefiduciaryinstitute.org |
| 2022-08-23 |
insert management_pages_linkeddomain sec.gov |
| 2022-08-23 |
insert source_ip 172.67.74.34 |
| 2022-08-23 |
insert source_ip 104.26.4.199 |
| 2022-08-23 |
insert source_ip 104.26.5.199 |
| 2022-08-23 |
update website_status InternalLimits => OK |
| 2022-06-24 |
update website_status OK => InternalLimits |
| 2022-05-24 |
insert founder Vincent Rossi |
| 2022-05-24 |
insert president Vincent Rossi |
| 2022-05-24 |
insert contact_pages_linkeddomain bbb.org |
| 2022-05-24 |
insert contact_pages_linkeddomain crunchbase.com |
| 2022-05-24 |
insert index_pages_linkeddomain bbb.org |
| 2022-05-24 |
insert index_pages_linkeddomain crunchbase.com |
| 2022-05-24 |
insert management_pages_linkeddomain bbb.org |
| 2022-05-24 |
insert management_pages_linkeddomain crunchbase.com |
| 2022-05-24 |
insert management_pages_linkeddomain financialplanningassociation.org |
| 2022-05-24 |
insert management_pages_linkeddomain nrs-inc.com |
| 2022-05-24 |
insert management_pages_linkeddomain wikipedia.org |
| 2022-05-24 |
update person_title Michael Rossi: Education; Professional Accreditation; Financial Planner; Member of the Shareholders and Leadership Team => Education; Professional Accreditation; Member of the Shareholders and Leadership Team; Financial Planner / Shareholder; Planning and Research Team |
| 2022-05-24 |
update person_title Monique Pressley: Client Service Manager; Senior Client Relationship Specialist; Member of the Shareholders and Leadership Team; Shareholder => Professional Accreditation; Client Service Manager; Senior Client Relationship Specialist; Member of the Shareholders and Leadership Team; Shareholder; Education |
| 2022-05-24 |
update person_title Vincent Rossi: Individual Member; Member of the Shareholders and Leadership Team => Member of the Shareholders and Leadership Team; Individual Member; Founder; President |
| 2022-04-22 |
insert management_pages_linkeddomain letsmakeaplan.org |
| 2022-04-22 |
insert management_pages_linkeddomain napfa.org |
| 2022-04-22 |
insert management_pages_linkeddomain plannersearch.org |
| 2022-04-22 |
update person_description Vincent Rossi => Vincent Rossi |
| 2022-04-22 |
update person_title Michael Rossi: Financial Planner; Member of the Shareholders and Leadership Team => Education; Professional Accreditation; Financial Planner; Member of the Shareholders and Leadership Team |
| 2022-03-22 |
insert shareholder Monique Pressley |
| 2022-03-22 |
insert vp Jennifer Rossi |
| 2022-03-22 |
delete address 2415 E Camelback Rd
Suite 700
Phoenix, AZ 85016 |
| 2022-03-22 |
delete address San Tan Corporate Center
3100 W Ray Rd
Suite 201
Chandler, AZ 85226 |
| 2022-03-22 |
insert about_pages_linkeddomain moneyguidepro.com |
| 2022-03-22 |
insert about_pages_linkeddomain schwab.com |
| 2022-03-22 |
insert about_pages_linkeddomain sharefile.com |
| 2022-03-22 |
insert about_pages_linkeddomain tdameritrade.com |
| 2022-03-22 |
insert contact_pages_linkeddomain moneyguidepro.com |
| 2022-03-22 |
insert contact_pages_linkeddomain schwab.com |
| 2022-03-22 |
insert contact_pages_linkeddomain sharefile.com |
| 2022-03-22 |
insert contact_pages_linkeddomain tdameritrade.com |
| 2022-03-22 |
insert index_pages_linkeddomain moneyguidepro.com |
| 2022-03-22 |
insert index_pages_linkeddomain schwab.com |
| 2022-03-22 |
insert index_pages_linkeddomain sharefile.com |
| 2022-03-22 |
insert index_pages_linkeddomain tdameritrade.com |
| 2022-03-22 |
insert management_pages_linkeddomain moneyguidepro.com |
| 2022-03-22 |
insert management_pages_linkeddomain schwab.com |
| 2022-03-22 |
insert management_pages_linkeddomain sharefile.com |
| 2022-03-22 |
insert management_pages_linkeddomain tdameritrade.com |
| 2022-03-22 |
insert person John F. Kennedy |
| 2022-03-22 |
insert person Michael Rossi |
| 2022-03-22 |
insert service_pages_linkeddomain moneyguidepro.com |
| 2022-03-22 |
insert service_pages_linkeddomain schwab.com |
| 2022-03-22 |
insert service_pages_linkeddomain sharefile.com |
| 2022-03-22 |
insert service_pages_linkeddomain tdameritrade.com |
| 2022-03-22 |
update person_description Jennifer Rossi => Jennifer Rossi |
| 2022-03-22 |
update person_description Monique Pressley => Monique Pressley |
| 2022-03-22 |
update person_title Charles Rossi: Financial Advisor => Member of the Shareholders and Leadership Team |
| 2022-03-22 |
update person_title Jennifer Rossi: Chief Administrative Officer; Co - Founder; Director of Operations => Vice President; Co - Founder; Member of the Shareholders and Leadership Team; Chief Administrative Officer; Director of Operations |
| 2022-03-22 |
update person_title Monique Pressley: Client Service Manager; Senior Client Relationship Specialist => Client Service Manager; Senior Client Relationship Specialist; Member of the Shareholders and Leadership Team; Shareholder |
| 2021-12-20 |
delete person John F. Kennedy |
| 2021-09-08 |
update website_status InternalTimeout => OK |
| 2021-07-01 |
update website_status OK => InternalTimeout |
| 2021-04-25 |
delete about_pages_linkeddomain cefex.org |
| 2021-04-25 |
delete about_pages_linkeddomain sec.gov |
| 2021-04-25 |
delete contact_pages_linkeddomain cefex.org |
| 2021-04-25 |
delete contact_pages_linkeddomain google.com |
| 2021-04-25 |
delete contact_pages_linkeddomain sec.gov |
| 2021-04-25 |
delete index_pages_linkeddomain bitcoinup.eu |
| 2021-04-25 |
delete index_pages_linkeddomain cefex.org |
| 2021-04-25 |
delete index_pages_linkeddomain sec.gov |
| 2021-04-25 |
delete service_pages_linkeddomain cefex.org |
| 2021-04-25 |
delete service_pages_linkeddomain sec.gov |
| 2021-04-25 |
insert about_pages_linkeddomain bdreporting.com |
| 2021-04-25 |
insert about_pages_linkeddomain fidelity.com |
| 2021-04-25 |
insert address 2415 E Camelback Rd
Suite 700
Phoenix, AZ 85016 |
| 2021-04-25 |
insert address PROMENADE CORPORATE CENTER
16427 N Scottsdale Rd
Suite 350
Scottsdale, AZ 85254 |
| 2021-04-25 |
insert address San Tan Corporate Center
3100 W Ray Rd
Suite 201
Chandler, AZ 85226 |
| 2021-04-25 |
insert contact_pages_linkeddomain bdreporting.com |
| 2021-04-25 |
insert contact_pages_linkeddomain fidelity.com |
| 2021-04-25 |
insert contact_pages_linkeddomain goo.gl |
| 2021-04-25 |
insert index_pages_linkeddomain bdreporting.com |
| 2021-04-25 |
insert index_pages_linkeddomain fidelity.com |
| 2021-04-25 |
insert phone (480) 542-2900 |
| 2021-04-25 |
insert phone (602) 245-2900 |
| 2021-04-25 |
insert service_pages_linkeddomain bdreporting.com |
| 2021-04-25 |
insert service_pages_linkeddomain fidelity.com |
| 2021-04-25 |
update person_description Charles Rossi => Charles Rossi |
| 2021-04-25 |
update person_title Scott Chalmers: Financial Advisor => null |
| 2021-04-25 |
update primary_contact null => San Tan Corporate Center
3100 W Ray Rd
Suite 201
Chandler, AZ 85226 |
| 2021-02-01 |
delete source_ip 104.31.64.251 |
| 2021-02-01 |
delete source_ip 104.31.65.251 |
| 2021-02-01 |
insert index_pages_linkeddomain bitcoinup.eu |
| 2021-02-01 |
insert source_ip 104.21.8.240 |
| 2020-07-27 |
insert about_pages_linkeddomain cefex.org |
| 2020-07-27 |
insert about_pages_linkeddomain sec.gov |
| 2020-07-27 |
insert contact_pages_linkeddomain cefex.org |
| 2020-07-27 |
insert contact_pages_linkeddomain sec.gov |
| 2020-07-27 |
insert index_pages_linkeddomain cefex.org |
| 2020-07-27 |
insert index_pages_linkeddomain sec.gov |
| 2020-07-27 |
insert service_pages_linkeddomain cefex.org |
| 2020-07-27 |
insert service_pages_linkeddomain sec.gov |
| 2020-06-26 |
insert source_ip 172.67.158.32 |
| 2019-05-19 |
delete index_pages_linkeddomain asset-map.com |
| 2019-03-04 |
insert index_pages_linkeddomain asset-map.com |
| 2019-03-04 |
update person_title Charles Rossi: Investment Research and Portfolio Management => Financial Advisor |
| 2019-01-04 |
delete about_pages_linkeddomain sharefile.com |
| 2019-01-04 |
delete contact_pages_linkeddomain sharefile.com |
| 2019-01-04 |
delete index_pages_linkeddomain sharefile.com |
| 2019-01-04 |
delete management_pages_linkeddomain sharefile.com |
| 2019-01-04 |
delete service_pages_linkeddomain sharefile.com |
| 2019-01-04 |
delete terms_pages_linkeddomain sharefile.com |
| 2018-03-17 |
insert about_pages_linkeddomain youtube.com |
| 2018-03-17 |
insert career_pages_linkeddomain youtube.com |
| 2018-03-17 |
insert casestudy_pages_linkeddomain youtube.com |
| 2018-03-17 |
insert contact_pages_linkeddomain youtube.com |
| 2018-03-17 |
insert index_pages_linkeddomain youtube.com |
| 2018-03-17 |
insert management_pages_linkeddomain youtube.com |
| 2018-03-17 |
insert service_pages_linkeddomain youtube.com |
| 2018-03-17 |
insert terms_pages_linkeddomain youtube.com |
| 2017-06-30 |
delete source_ip 74.208.208.127 |
| 2017-06-30 |
insert source_ip 104.31.64.251 |
| 2017-06-30 |
insert source_ip 104.31.65.251 |
| 2017-03-10 |
delete address Promenade Corporate Center
16427 N Scottsdale Rd, Suite 260
Scottsdale, Arizona 85254
Arizona |
| 2017-03-10 |
insert about_pages_linkeddomain sharefile.com |
| 2017-03-10 |
insert career_pages_linkeddomain sharefile.com |
| 2017-03-10 |
insert casestudy_pages_linkeddomain sharefile.com |
| 2017-03-10 |
insert contact_pages_linkeddomain sharefile.com |
| 2017-03-10 |
insert index_pages_linkeddomain sharefile.com |
| 2017-03-10 |
insert service_pages_linkeddomain sharefile.com |
| 2017-03-10 |
insert terms_pages_linkeddomain sharefile.com |
| 2017-03-10 |
update primary_contact Promenade Corporate Center
16427 N Scottsdale Rd, Suite 260
Scottsdale, Arizona 85254
Arizona => null |
| 2017-01-23 |
update website_status FlippedRobots => OK |
| 2017-01-23 |
delete source_ip 104.154.42.163 |
| 2017-01-23 |
insert source_ip 74.208.208.127 |
| 2016-12-12 |
update website_status OK => FlippedRobots |
| 2016-10-30 |
delete source_ip 23.253.92.26 |
| 2016-10-30 |
insert source_ip 104.154.42.163 |
| 2016-04-11 |
delete address 16427 North Scottsdale Road,
Suite 260
Scottsdale, AZ 85254 |
| 2016-04-11 |
insert address 16427 N Scottsdale Rd, Suite 260
Scottsdale, AZ 85254 |
| 2016-01-26 |
delete address 16427 N. Scottsdale Rd,
Suite 260
Scottsdale, AZ 85254 |
| 2016-01-26 |
delete index_pages_linkeddomain riskalyze.com |
| 2016-01-26 |
delete source_ip 45.56.107.91 |
| 2016-01-26 |
insert address 16427 North Scottsdale Road,
Suite 260
Scottsdale, AZ 85254 |
| 2016-01-26 |
insert address 16427 North Scottsdale Road, Suite 260
Scottsdale, Arizona 85254 |
| 2016-01-26 |
insert source_ip 23.253.92.26 |
| 2015-11-25 |
update website_status FlippedRobots => OK |
| 2015-10-25 |
update website_status OK => FlippedRobots |
| 2015-05-30 |
update website_status FlippedRobots => OK |
| 2015-05-30 |
delete source_ip 208.109.88.106 |
| 2015-05-30 |
insert source_ip 45.56.107.91 |
| 2015-05-11 |
update website_status OK => FlippedRobots |
| 2014-03-29 |
delete address 16427 N Scottsdale Rd, Ste 260 Scottsdale, AZ 85254 |
| 2014-03-29 |
insert address 16427 North Scottsdale Road
Suite 260
Scottsdale, AZ 85254 |
| 2014-03-29 |
update primary_contact 16427 N Scottsdale Rd, Ste 260 Scottsdale, AZ 85254 => 16427 North Scottsdale Road
Suite 260
Scottsdale, AZ 85254 |
| 2014-03-01 |
insert about_pages_linkeddomain google.com |
| 2014-03-01 |
insert client_pages_linkeddomain google.com |
| 2014-03-01 |
insert contact_pages_linkeddomain google.com |
| 2014-03-01 |
insert index_pages_linkeddomain google.com |
| 2014-03-01 |
insert management_pages_linkeddomain google.com |
| 2014-03-01 |
insert service_pages_linkeddomain google.com |
| 2014-03-01 |
insert terms_pages_linkeddomain google.com |
| 2013-11-29 |
insert address 16427 N Scottsdale Rd Ste 260
Scottsdale, AZ 85254 |
| 2013-11-01 |
update description |
| 2013-10-04 |
update description |
| 2013-09-05 |
delete contact_pages_linkeddomain mapquest.com |
| 2013-06-20 |
delete source_ip 162.42.147.55 |
| 2013-06-20 |
insert source_ip 208.109.88.106 |