| Date | Description |
|---|
| 2024-04-03 |
delete cmo Brittany Shaw |
| 2024-04-03 |
insert president Scott Rothman |
| 2024-04-03 |
delete email br..@northeastprivate.com |
| 2024-04-03 |
delete person Brittany Shaw |
| 2024-04-03 |
insert email sc..@northeastprivate.com |
| 2024-04-03 |
insert person Scott Rothman |
| 2023-09-29 |
delete email co..@northeastprivate.com |
| 2023-09-29 |
delete email ro..@northeastprivate.com |
| 2023-09-29 |
delete person Collin Sheehan |
| 2023-09-29 |
delete person Robert Day |
| 2023-09-29 |
insert email ch..@northeastprivate.com |
| 2023-09-29 |
insert person Christopher Ransom |
| 2023-09-29 |
update person_title Austin L. Singer: Financial Representative; Associate at Northeast Private Client Group => Registered Representative and Financial Advisor; Financial Advisor; Financial Advisor at Northeast Sequoia Private Client Group |
| 2023-09-29 |
update person_title Ethan Denenberg: Financial Representative; Associate at Northeast Private Client Group => Financial Advisor; Financial Advisor at Northeast Sequoia Private Client Group |
| 2023-09-29 |
update person_title Kathy Hay: Client Group 's Director; Member of the Board of Trustees at Franklin & Marshall College; Director of Relationship Management => Client Group 's Director; Member of the Board of Trustees at Franklin & Marshall College; Director of Wealth Management |
| 2023-06-27 |
insert email ka..@northeastprivate.com |
| 2023-06-27 |
insert person Kathy Hay |
| 2023-06-27 |
update person_description Alexandra Esposito => Alexandra Esposito |
| 2023-06-27 |
update person_title Alexandra Esposito: Office Administrative Assistant => Business Case Manager |
| 2023-05-24 |
delete source_ip 104.16.65.197 |
| 2023-05-24 |
delete source_ip 104.16.66.197 |
| 2023-05-24 |
delete source_ip 104.16.67.197 |
| 2023-05-24 |
delete source_ip 104.16.68.197 |
| 2023-05-24 |
delete source_ip 104.16.69.197 |
| 2023-05-24 |
insert email al..@northeastprivate.com |
| 2023-05-24 |
insert email co..@northeastprivate.com |
| 2023-05-24 |
insert email gc..@northeastprivate.com |
| 2023-05-24 |
insert email ja..@northeastprivate.com |
| 2023-05-24 |
insert email ka..@northeastprivate.com |
| 2023-05-24 |
insert email mi..@northeastprivate.com |
| 2023-05-24 |
insert email pa..@northeastprivate.com |
| 2023-05-24 |
insert email ro..@northeastprivate.com |
| 2023-05-24 |
insert email ty..@northeastprivate.com |
| 2023-05-24 |
insert source_ip 104.17.167.172 |
| 2023-05-24 |
insert source_ip 104.17.168.172 |
| 2023-05-24 |
insert source_ip 104.17.169.172 |
| 2023-05-24 |
insert source_ip 104.17.170.172 |
| 2023-05-24 |
insert source_ip 104.17.171.172 |
| 2023-05-24 |
update person_title Anthony Priolo: Client Relationship Manager for Insurance; Client Relationship Manager at Northeast Private Client Group => Client Relationship Manager for Insurance; Client Relationship Manager at Northeast Sequoia Private Client Group |
| 2023-05-24 |
update person_title Austin L. Singer: Associate; Agent; Associate at Northeast Private Client Group => Financial Representative; Associate at Northeast Private Client Group |
| 2023-05-24 |
update person_title Christopher Viola: Investment Specialist; Investment Advisor at Northeast Private Client Group => Director of Qualified Plans at Northeast Sequoia Private Client Group |
| 2023-05-24 |
update person_title Ethan Denenberg: Associate; Agent; Associate at Northeast Private Client Group => Financial Representative; Associate at Northeast Private Client Group |
| 2023-04-04 |
insert person Collin Sheehan |
| 2023-04-04 |
insert person James Ulrich |
| 2023-04-04 |
update person_description Karina Mora => Karina Mora |
| 2023-02-16 |
delete otherexecutives Brittany Shaw |
| 2023-02-16 |
insert person Karina Mora |
| 2023-02-16 |
update person_title Brittany Shaw: Director of Marketing; Executive Assistant to the President => Director of Marketing |
| 2023-02-16 |
update person_title Stephanie Bush: Executive Assistant to the Managing Partner => Business Development Manager |
| 2022-11-13 |
insert otherexecutives Peter W. Rugg |
| 2022-11-13 |
delete address 103 Eisenhower Parkway 2nd Floor
Roseland, NJ 07068 |
| 2022-11-13 |
delete index_pages_linkeddomain amazonaws.com |
| 2022-11-13 |
delete index_pages_linkeddomain yahoo.com |
| 2022-11-13 |
delete person Alexander Jenkins |
| 2022-11-13 |
insert person Peter W. Rugg |
| 2022-11-13 |
update person_description Brittany Shaw => Brittany Shaw |
| 2022-11-13 |
update person_description Ryan Casey => Ryan Casey |
| 2022-11-13 |
update person_title Ryan Casey: Client Relationship Manager => Director of Client Relations |
| 2022-07-30 |
update person_description Adam Schlossberg => Adam Schlossberg |
| 2022-07-30 |
update person_title Pablo Castillo: Support Specialist => Financial Professional |
| 2022-07-30 |
update person_title Robert Day: Support Specialist => Financial Professional |
| 2022-07-30 |
update person_title Tyler Hayden: Support Specialist => Financial Professional |
| 2022-06-27 |
insert index_pages_linkeddomain yahoo.com |
| 2022-05-26 |
insert cmo Brittany Shaw |
| 2022-05-26 |
insert person Alexandra Esposito |
| 2022-05-26 |
insert person Giannina Cortez |
| 2022-05-26 |
insert person Pablo Castillo |
| 2022-05-26 |
insert person Robert Day |
| 2022-05-26 |
insert person Tyler Hayden |
| 2022-05-26 |
update person_title Alexander Jenkins: New Business Case Manager; Junior Analyst => Business Case Manager for Investments; Junior Analyst |
| 2022-05-26 |
update person_title Beverly Klepper: New Business Case Associate => Client Relationship Manager for Retirement Plans |
| 2022-05-26 |
update person_title Brittany Shaw: Executive Assistant to the President => Director of Marketing; Executive Assistant to the President |
| 2022-03-25 |
delete person Ryan Conklin |
| 2022-03-25 |
delete person Vincent Ferra |
| 2022-03-25 |
insert person Giuseppe Vecchiarelli |
| 2021-12-22 |
delete cmo Vincent Ferra |
| 2021-12-22 |
insert ceo Mark B. Murphy |
| 2021-12-22 |
insert president Adam Schlossberg |
| 2021-12-22 |
delete person Ali Grassi |
| 2021-12-22 |
insert address 103 Eisenhower Parkway
Suite 308
Roseland, NJ 07068 |
| 2021-12-22 |
insert person Adam Schlossberg |
| 2021-12-22 |
insert person Mark B. Murphy |
| 2021-12-22 |
update person_description Anthony Priolo => Anthony Priolo |
| 2021-12-22 |
update person_description Austin L. Singer => Austin L. Singer |
| 2021-12-22 |
update person_description Ethan Denenberg => Ethan Denenberg |
| 2021-12-22 |
update person_description Lucas Murphy => Lucas Murphy |
| 2021-12-22 |
update person_description Ryan Casey => Ryan Casey |
| 2021-12-22 |
update person_title Vincent Ferra: Director of Marketing; Client Relationship Manager for Retirement Plans => Client Relationship Manager for Retirement Plans |
| 2021-09-09 |
delete ceo Mark B. Murphy |
| 2021-09-09 |
delete president Adam Schlossberg |
| 2021-09-09 |
insert personal_emails al..@northeastprivate.com |
| 2021-09-09 |
delete person Adam Schlossberg |
| 2021-09-09 |
delete person Jodi Corrigan |
| 2021-09-09 |
delete person Mark B. Murphy |
| 2021-09-09 |
insert email al..@northeastprivate.com |
| 2021-09-09 |
insert person Ali Grassi |
| 2021-09-09 |
insert person Anthony Priolo |
| 2021-09-09 |
insert person Austin L. Singer |
| 2021-09-09 |
insert person Ethan Denenberg |
| 2021-09-09 |
insert person Lucas Murphy |
| 2021-09-09 |
insert person Ryan Casey |
| 2021-09-09 |
update person_title Brittany Shaw: Executive Assistant to the President; Executive Assistant to Adam Schlossberg => Executive Assistant to the President |
| 2021-09-09 |
update person_title Stephanie Bush: Executive Assistant to Benjamin Bush => Executive Assistant to the Managing Partner |
| 2021-09-09 |
update person_title Vincent Ferra: Director of Marketing; Director of Marketing & Systems => Director of Marketing; Client Relationship Manager for Retirement Plans |
| 2021-08-06 |
delete general_emails in..@northeastprivate.com |
| 2021-08-06 |
delete email in..@northeastprivate.com |
| 2021-08-06 |
insert email ne..@northeastprivate.com |
| 2021-06-06 |
insert phone 862-485-5806 |
| 2021-04-09 |
delete person Sepehr Araghi |
| 2021-01-29 |
delete person Jennifer Georgeian |
| 2021-01-29 |
update person_title Ryan Conklin: Agent => Director of Planning |
| 2020-01-12 |
insert contact_pages_linkeddomain caprivacy.org |
| 2020-01-12 |
insert index_pages_linkeddomain caprivacy.org |
| 2020-01-12 |
insert management_pages_linkeddomain caprivacy.org |
| 2020-01-12 |
insert service_pages_linkeddomain caprivacy.org |
| 2019-10-11 |
delete ceo Maureen Motherway |
| 2019-10-11 |
insert person Jodi Corrigan |
| 2019-10-11 |
update person_description Adam Schlossberg => Adam Schlossberg |
| 2019-10-11 |
update person_description Alexander Jenkins => Alexander Jenkins |
| 2019-10-11 |
update person_description Benjamin J. Bush => Benjamin Bush |
| 2019-10-11 |
update person_description Brittany Shaw => Brittany Shaw |
| 2019-10-11 |
update person_description Christopher Pike => Christopher Pike |
| 2019-10-11 |
update person_description Maureen Motherway => Maureen Motherway |
| 2019-10-11 |
update person_description Michael Millman => Michael Millman |
| 2019-10-11 |
update person_description Ryan Conklin => Ryan Conklin |
| 2019-10-11 |
update person_description Sepehr Araghi => Sepehr Araghi |
| 2019-10-11 |
update person_description Stephanie Bush => Stephanie Bush |
| 2019-10-11 |
update person_description Steven Scotese => Steven Scotese |
| 2019-10-11 |
update person_description Sweta Shah => Sweta Shah |
| 2019-10-11 |
update person_description Vincent Ferra => Vincent Ferra |
| 2019-10-11 |
update person_title Alexander Jenkins: New Busienss Case Manager => New Business Case Manager; Junior Analyst |
| 2019-10-11 |
update person_title Maureen Motherway: Chief Administrative Officer; Member of the Senior Management Team; CEO; Executive Assistant => Chief Administrative Officer; Member of the Senior Management Team |
| 2019-10-11 |
update person_title Steven Scotese: Member of the Senior Management Team; Director of Planning; Director of Operations; COO => Chief Operating Officer; Member of the Senior Management Team |
| 2019-05-10 |
delete email je..@northeastprivate.com |
| 2019-05-10 |
update person_description Adam Schlossberg => Adam Schlossberg |
| 2019-05-10 |
update person_description Benjamin Bush => Benjamin J. Bush |
| 2019-05-10 |
update person_description Chris Viola => Christopher Viola |
| 2019-05-10 |
update person_description Michael Millman => Michael Millman |
| 2019-05-10 |
update person_description Sepehr Araghi => Sepehr Araghi |
| 2019-05-10 |
update person_title Christopher Viola: Registered Representative => Advisor |
| 2019-05-10 |
update person_title Michael Millman: Registered Representative => Advisor |
| 2019-04-10 |
delete coo Marc Gaydos |
| 2019-04-10 |
delete email ma..@northeastprivate.com |
| 2019-04-10 |
delete person Marc Gaydos |
| 2019-04-10 |
insert email ry..@northeastprivate.com |
| 2019-04-10 |
insert person Ryan Conklin |
| 2019-04-10 |
update person_description Maureen Motherway => Maureen Motherway |
| 2019-04-10 |
update person_description Sweta Shah => Sweta Shah |
| 2018-12-29 |
delete email wi..@northeastprivate.com |
| 2018-12-29 |
delete person William Newman |
| 2018-11-11 |
update website_status EmptyPage => OK |
| 2018-11-11 |
insert cfo Sweta Shah |
| 2018-11-11 |
insert chiefinvestmentofficer Christopher Pike |
| 2018-11-11 |
insert coo Marc Gaydos |
| 2018-11-11 |
insert president Adam Schlossberg |
| 2018-11-11 |
delete about_pages_linkeddomain livingbalancesheet.com |
| 2018-11-11 |
delete address 4 Becker Farm Road
2nd Floor
Roseland, NJ 07068 |
| 2018-11-11 |
delete contact_pages_linkeddomain livingbalancesheet.com |
| 2018-11-11 |
delete email be..@glic.com |
| 2018-11-11 |
delete email da..@glic.com |
| 2018-11-11 |
delete email ma..@fhfg.com |
| 2018-11-11 |
delete email mi..@fhfg.com |
| 2018-11-11 |
delete email ro..@northeastprivate.com |
| 2018-11-11 |
delete email st..@fhfg.com |
| 2018-11-11 |
delete email vi..@fhfg.com |
| 2018-11-11 |
delete index_pages_linkeddomain livingbalancesheet.com |
| 2018-11-11 |
delete management_pages_linkeddomain livingbalancesheet.com |
| 2018-11-11 |
delete person Rosemarie Moeller |
| 2018-11-11 |
delete product_pages_linkeddomain livingbalancesheet.com |
| 2018-11-11 |
delete source_ip 149.126.74.119 |
| 2018-11-11 |
insert address 103 Eisenhower Parkway
2nd Floor
Roseland, NJ 07068 |
| 2018-11-11 |
insert email be..@northeastprivate.com |
| 2018-11-11 |
insert email br..@northeastprivate.com |
| 2018-11-11 |
insert email ch..@northeastprivate.com |
| 2018-11-11 |
insert email ch..@northeastprivate.com |
| 2018-11-11 |
insert email jo..@northeastprivate.com |
| 2018-11-11 |
insert email ma..@northeastprivate.com |
| 2018-11-11 |
insert email ma..@northeastprivate.com |
| 2018-11-11 |
insert email ma..@northeastprivate.com |
| 2018-11-11 |
insert email mi..@northeastprivate.com |
| 2018-11-11 |
insert email se..@northeastprivate.com |
| 2018-11-11 |
insert email st..@northeastprivate.com |
| 2018-11-11 |
insert email st..@northeastprivate.com |
| 2018-11-11 |
insert email sw..@northeastprivate.com |
| 2018-11-11 |
insert email vi..@northeastprivate.com |
| 2018-11-11 |
insert person Brittany Shaw |
| 2018-11-11 |
insert person Chris Viola |
| 2018-11-11 |
insert person Christopher Pike |
| 2018-11-11 |
insert person Jodi Romano |
| 2018-11-11 |
insert person Marc Gaydos |
| 2018-11-11 |
insert person Sepehr Araghi |
| 2018-11-11 |
insert person Stephanie Bush |
| 2018-11-11 |
insert person Sweta Shah |
| 2018-11-11 |
insert source_ip 104.16.65.197 |
| 2018-11-11 |
insert source_ip 104.16.66.197 |
| 2018-11-11 |
insert source_ip 104.16.67.197 |
| 2018-11-11 |
insert source_ip 104.16.68.197 |
| 2018-11-11 |
insert source_ip 104.16.69.197 |
| 2018-11-11 |
update person_title Adam Schlossberg: Senior Associate => President |
| 2018-11-11 |
update person_title Benjamin Bush: Investment Advisor => Advisor |
| 2018-11-11 |
update person_title Jennifer Georgeian: Client Services Manager, Investments => Client Relations Manager |
| 2018-11-11 |
update person_title Michael Millman: Planning Associate => Registered Representative |
| 2018-11-11 |
update person_title Steven Scotese: Director of Advanced Planning => Director of Business Planning & Operations |
| 2018-11-11 |
update person_title Vincent Ferra: Client Relations Associate, Insurance => New Business Administrator |
| 2018-11-11 |
update primary_contact 4 Becker Farm Road
2nd Floor
Roseland, NJ 07068 => 103 Eisenhower Parkway
2nd Floor
Roseland, NJ 07068 |
| 2017-07-22 |
update website_status OK => EmptyPage |
| 2017-06-15 |
delete general_emails co..@northeastprivate.com |
| 2017-06-15 |
delete email co..@northeastprivate.com |
| 2017-06-15 |
delete email rl..@northeastprivate.com |
| 2017-06-15 |
delete index_pages_linkeddomain edulence.com |
| 2017-06-15 |
delete phone 973-422-9141 |
| 2017-06-15 |
delete source_ip 209.59.186.129 |
| 2017-06-15 |
insert email da..@glic.com |
| 2017-06-15 |
insert index_pages_linkeddomain livingbalancesheet.com |
| 2017-06-15 |
insert source_ip 149.126.74.119 |
| 2016-04-01 |
insert email cl..@northeastprivate.com |
| 2016-04-01 |
insert email la..@northeastprivate.com |
| 2016-04-01 |
insert person Claudia Capilla |
| 2016-04-01 |
insert person Lateefa Peyton |
| 2016-04-01 |
update person_title Jennifer Georgeian: Planning Associate => Client Services Associate, Investments; Planning Associate |
| 2016-04-01 |
update person_title Steven Scotese: Planning Associate => Planning Associate; Planner |
| 2016-02-12 |
delete email wi..@northeastprivate.com |
| 2016-02-12 |
delete person William Wachtel |
| 2016-02-12 |
update person_description Adam Schlossberg => Adam Schlossberg |
| 2016-02-12 |
update person_description Benjamin Bush => Benjamin Bush |
| 2016-02-12 |
update person_title Adam Schlossberg: Planning Associate => Senior Associate; Planning Associate |
| 2016-01-14 |
delete address Suite 405, Melville, NY 11747 |
| 2016-01-14 |
delete phone 11747 (631) 589-5400 |
| 2016-01-14 |
insert about_pages_linkeddomain guardianlife.com |
| 2016-01-14 |
insert address 200 Broadhollow Rd, Ste 405, Melville, NY 11747 |
| 2016-01-14 |
insert contact_pages_linkeddomain guardianlife.com |
| 2016-01-14 |
insert index_pages_linkeddomain guardianlife.com |
| 2016-01-14 |
insert management_pages_linkeddomain guardianlife.com |
| 2015-09-12 |
delete president Ryan Logan |
| 2015-09-12 |
insert otherexecutives Rachel Martini |
| 2015-09-12 |
delete email ni..@northeastprivate.com |
| 2015-09-12 |
delete person Nicholas Bowman |
| 2015-09-12 |
delete person Ryan Logan |
| 2015-09-12 |
delete phone 1-888-600-4667 |
| 2015-09-12 |
insert address Suite 405, Melville, NY 11747 |
| 2015-09-12 |
insert email st..@fhfg.com |
| 2015-09-12 |
insert person Steven Scotese |
| 2015-09-12 |
insert phone 11747 (631) 589-5400 |
| 2015-09-12 |
update person_title Rachel Martini: Director of Client Relations => Director of Client Services |
| 2015-05-18 |
delete coo Laurie Thorne |
| 2015-05-18 |
delete email bi..@northeastprivate.com |
| 2015-05-18 |
delete email la..@northeastprivate.com |
| 2015-05-18 |
delete person Laurie Thorne |
| 2015-05-18 |
delete person William Bill |
| 2015-05-18 |
insert email da..@northeastprivate.com |
| 2015-05-18 |
insert person Dania Jassim |
| 2015-05-18 |
update person_title Rachel Martini: Mark 's Executive Assistant => Director of Client Relations |
| 2015-01-24 |
delete email an..@northeastprivate.com |
| 2015-01-24 |
delete person Ana David |
| 2014-10-14 |
delete source_ip 174.137.161.218 |
| 2014-10-14 |
insert source_ip 209.59.186.129 |
| 2014-09-07 |
delete email ka..@northeastprivate.com |
| 2014-09-07 |
delete person Kari Puzio |
| 2014-08-07 |
insert email ra..@northeastprivate.com |
| 2014-08-07 |
insert person Rachel Martini |
| 2014-04-18 |
insert general_emails co..@northeastprivate.com |
| 2014-04-18 |
insert email co..@northeastprivate.com |
| 2014-01-16 |
insert email wi..@northeastprivate.com |
| 2014-01-16 |
insert person William Wachtel |
| 2013-11-21 |
delete about_pages_linkeddomain cu.cc |
| 2013-11-21 |
delete contact_pages_linkeddomain cu.cc |
| 2013-11-21 |
delete index_pages_linkeddomain cu.cc |
| 2013-11-21 |
delete management_pages_linkeddomain cu.cc |
| 2013-10-24 |
delete email ad..@glic.com |
| 2013-10-24 |
delete email bi..@glic.com |
| 2013-10-24 |
delete email ch..@northeastprivate.com |
| 2013-10-24 |
delete person Cheryl Smith |
| 2013-10-24 |
insert email ad..@northeastprivate.com |
| 2013-10-24 |
insert email bi..@northeastprivate.com |
| 2013-10-24 |
insert email mi..@northeastprivate.com |
| 2013-10-24 |
insert person Michael Stoltz |