WHEELER ASSOCIATES - History of Changes


DateDescription
2024-04-01 delete source_ip 104.18.8.98
2024-04-01 delete source_ip 104.18.9.98
2024-04-01 insert source_ip 104.17.167.172
2024-04-01 insert source_ip 104.17.168.172
2024-04-01 insert source_ip 104.17.169.172
2024-04-01 insert source_ip 104.17.170.172
2024-04-01 insert source_ip 104.17.171.172
2023-10-07 insert about_pages_linkeddomain finra.org
2023-10-07 insert about_pages_linkeddomain google.com
2023-10-07 insert about_pages_linkeddomain sipc.org
2023-10-07 insert contact_pages_linkeddomain finra.org
2023-10-07 insert contact_pages_linkeddomain sipc.org
2023-10-07 insert index_pages_linkeddomain finra.org
2023-10-07 insert index_pages_linkeddomain google.com
2023-10-07 insert index_pages_linkeddomain sipc.org
2023-10-07 insert management_pages_linkeddomain finra.org
2023-10-07 insert management_pages_linkeddomain google.com
2023-10-07 insert management_pages_linkeddomain sipc.org
2023-10-07 insert management_pages_linkeddomain urldefense.com
2023-10-07 insert service_pages_linkeddomain finra.org
2023-10-07 insert service_pages_linkeddomain google.com
2023-10-07 insert service_pages_linkeddomain sipc.org
2023-08-01 delete otherexecutives Jordan Walling
2023-08-01 delete email jw..@wheelera.com
2023-08-01 delete person Jordan Walling
2023-08-01 insert email cl..@wheelera.com
2023-08-01 insert person Casey Lomen
2023-04-12 delete email aw..@cfnmail.com
2023-04-12 delete email cr..@cfnmail.com
2023-04-12 delete email eg..@cfnmail.com
2023-04-12 delete email hs..@cfnmail.com
2023-04-12 delete email jw..@cfnmail.com
2023-04-12 delete email jw..@cfnmail.com
2023-04-12 delete email nl..@cfnmail.com
2023-04-12 delete email ph..@cfnmail.com
2023-04-12 delete email rc..@cfnmail.com
2023-04-12 delete email tt..@cfnmail.com
2023-04-12 insert email aw..@wheelera.com
2023-04-12 insert email cr..@wheelera.com
2023-04-12 insert email eg..@wheelera.com
2023-04-12 insert email hs..@wheelera.com
2023-04-12 insert email jw..@wheelera.com
2023-04-12 insert email jw..@wheelera.com
2023-04-12 insert email nl..@wheelera.com
2023-04-12 insert email ph..@wheelera.com
2023-04-12 insert email rc..@wheelera.com
2023-04-12 insert email tt..@wheelera.com
2023-04-12 update person_description Emma Grover => Emma Grover
2023-03-12 insert otherexecutives Jordan Walling
2023-03-12 delete email ca..@cfnmail.com
2023-03-12 delete person Charlie Adamczak
2023-03-12 update person_title Emma Grover: Individual Insurance Specialist => Individual Insurance Director
2023-03-12 update person_title Jordan Walling: Financial Adviser; Manager of Operations => Financial Adviser; Finance & Operations Director
2022-08-05 delete email cg..@cfnmail.com
2022-08-05 delete fax 218-722-0945
2022-08-05 delete partner_pages_linkeddomain commonwealth.com
2022-08-05 delete partner_pages_linkeddomain investor360.com
2022-08-05 insert address 324 West Superior Street, Suite 1000, Duluth, Minnesota 55802
2022-08-05 insert contact_pages_linkeddomain cognitoforms.com
2022-08-05 insert email ca..@cfnmail.com
2022-08-05 insert email cr..@cfnmail.com
2022-08-05 insert email nl..@cfnmail.com
2022-08-05 insert fax (218) 722-9045
2022-08-05 insert index_pages_linkeddomain cognitoforms.com
2022-08-05 insert management_pages_linkeddomain cognitoforms.com
2022-08-05 insert person Charlie Adamczak
2022-08-05 insert person Neil Larson
2022-08-05 insert service_pages_linkeddomain cognitoforms.com
2022-08-05 insert service_pages_linkeddomain commonwealth.com
2022-08-05 insert service_pages_linkeddomain investor360.com
2022-08-05 update person_description Andrew Wheeler => Andrew Wheeler
2022-08-05 update person_description Chelsea Roy => Chelsea Roy
2022-08-05 update person_description Emma Grover => Emma Grover
2022-08-05 update person_description Jordan Walling => Jordan Walling
2022-08-05 update person_description Patrick Heffernan => Pat Heffernan
2022-08-05 update person_description Ryan Coole => Ryan Coole
2022-08-05 update person_description Tiffany Tomassoni => Tiffany Tomassoni
2022-08-05 update person_title Chelsea Roy: Client Services Manager => Director of Client Experience
2022-08-05 update person_title Emma Grover: null => Individual Insurance Specialist
2022-08-05 update person_title Jordan Walling: Client Services and Operations Manager => Financial Adviser; Manager of Operations
2022-08-05 update person_title Pat Heffernan: Financial Advisor => Partner
2022-08-05 update person_title Tiffany Tomassoni: Investment Advisor and 401 ( K ) Education Specialist => Financial Adviser; Financial Adviser and 401 ( K ) Education Specialist
2022-08-05 update primary_contact null => 324 West Superior Street, Suite 1000, Duluth, Minnesota 55802
2022-07-06 insert contact_pages_linkeddomain investor360.com
2022-07-06 insert index_pages_linkeddomain investor360.com
2022-07-06 insert management_pages_linkeddomain investor360.com
2022-07-06 insert partner_pages_linkeddomain investor360.com
2022-03-06 delete contact_pages_linkeddomain finra.org
2022-03-06 delete contact_pages_linkeddomain sipc.org
2022-03-06 delete index_pages_linkeddomain finra.org
2022-03-06 delete index_pages_linkeddomain sipc.org
2022-03-06 delete management_pages_linkeddomain finra.org
2022-03-06 delete management_pages_linkeddomain sipc.org
2022-03-06 delete partner_pages_linkeddomain finra.org
2022-03-06 delete partner_pages_linkeddomain sipc.org
2021-01-16 delete person Chelsea Grandmaison
2021-01-16 insert person Chelsea Roy
2020-09-24 delete email jw..@wheelera.com
2020-09-24 insert email jw..@cfnmail.com
2020-07-14 update website_status FlippedRobots => OK
2020-06-24 update website_status OK => FlippedRobots
2020-05-24 delete source_ip 107.20.138.93
2020-05-24 insert source_ip 104.18.8.98
2020-05-24 insert source_ip 104.18.9.98
2019-09-22 delete address Wheeler Associates 306 W. Superior Street, Suite 1600, Duluth, MN 55802
2019-09-22 insert address Wheeler Associates 324 West Superior Street, Suite 1000, Duluth, MN 55802
2019-09-22 update primary_contact Wheeler Associates 306 W. Superior Street, Suite 1600, Duluth, MN 55802 => Wheeler Associates 324 West Superior Street, Suite 1000, Duluth, MN 55802
2019-02-07 update person_title Tiffany Tomassoni: Education Specialist and Support Advisor => Investment Advisor and 401 ( K ) Education Specialist
2018-08-24 update person_description Hannah Stevens => Hannah Stevens
2018-08-24 update person_title Emma Grover: Product and Systems Manager => null
2018-05-25 insert email tt..@cfnmail.com
2018-05-25 insert person Tiffany Tomassoni
2018-05-25 update person_description Chelsea Grandmaison => Chelsea Grandmaison
2018-04-02 delete index_pages_linkeddomain vimeo.com
2018-04-02 delete industry_tag employee benefits and financial consulting
2017-09-08 insert index_pages_linkeddomain vimeo.com
2017-03-10 delete index_pages_linkeddomain vimeo.com
2017-03-10 update person_title Emma Grover: Administrative Office Manager => Product and Systems Manager
2016-07-19 delete source_ip 216.57.142.112
2016-07-19 insert source_ip 107.20.138.93
2016-06-20 delete source_ip 131.239.20.112
2016-06-20 insert source_ip 216.57.142.112
2016-02-20 delete source_ip 216.57.142.112
2016-02-20 insert source_ip 131.239.20.112
2016-01-23 delete source_ip 12.28.168.112
2016-01-23 insert email hs..@cfnmail.com
2016-01-23 insert source_ip 216.57.142.112
2016-01-23 update person_description Chelsea Grandmaison => Chelsea Grandmaison
2016-01-23 update person_description Hannah Stevens => Hannah Stevens
2016-01-23 update person_description H. James Wheeler => Jim Wheeler
2016-01-23 update person_description Patrick J. Heffernan => Patrick J. Heffernan
2016-01-23 update person_title Jim Wheeler: Insurance Broker => Partner, Registered Health Underwriter
2015-10-21 delete address 1600 Alworth Building 306 West Superior Street, Suite 1600 Duluth, MN 55802-1820
2015-10-21 delete index_pages_linkeddomain youtube.com
2015-10-21 delete phone 1.800.742.8010
2015-10-21 delete source_ip 67.151.186.112
2015-10-21 insert index_pages_linkeddomain vimeo.com
2015-10-21 insert source_ip 12.28.168.112
2015-08-26 delete email as..@wheelera.com
2015-08-26 delete email cr..@cfnmail.com
2015-08-26 delete source_ip 131.239.20.112
2015-08-26 insert email cg..@cfnmail.com
2015-08-26 insert person Chelsea Grandmaison
2015-08-26 insert person Hannah Stevens
2015-08-26 insert source_ip 67.151.186.112
2015-07-29 delete source_ip 67.151.186.112
2015-07-29 insert source_ip 131.239.20.112
2015-06-23 delete source_ip 131.239.20.112
2015-06-23 insert address 1600 Alworth Building 306 West Superior Street, Suite 1600 Duluth, MN 55802-1820
2015-06-23 insert phone 1.800.742.8010
2015-06-23 insert source_ip 67.151.186.112
2015-05-26 delete source_ip 69.38.153.112
2015-05-26 insert source_ip 131.239.20.112
2015-04-28 delete source_ip 131.239.20.112
2015-04-28 insert source_ip 69.38.153.112
2015-01-18 delete email tw..@cfnmail.com
2015-01-18 delete source_ip 12.147.113.112
2015-01-18 insert source_ip 131.239.20.112
2014-12-12 delete cmo Chelsea Roy
2014-12-12 delete source_ip 131.239.20.112
2014-12-12 insert source_ip 12.147.113.112
2014-12-12 update person_title Chelsea Roy: Client Account Manager; Marketing Director => Client Services Manager
2014-10-05 insert cfo Ryan Coole
2014-10-05 insert cmo Chelsea Roy
2014-10-05 delete address 1600 Alworth Building 306 West Superior Street, Suite 1600 Duluth, MN 55802-1820
2014-10-05 delete phone 1.800.742.8010
2014-10-05 delete source_ip 216.57.142.112
2014-10-05 insert email as..@wheelera.com
2014-10-05 insert email cr..@cfnmail.com
2014-10-05 insert email rc..@cfnmail.com
2014-10-05 insert index_pages_linkeddomain youtube.com
2014-10-05 insert person Amber Swanberg
2014-10-05 insert person Chelsea Roy
2014-10-05 insert person Ryan Coole
2014-10-05 insert source_ip 131.239.20.112
2014-08-23 delete source_ip 131.239.20.112
2014-08-23 insert source_ip 216.57.142.112
2014-07-24 delete email rc..@cfnmail.com
2014-07-24 delete source_ip 12.147.113.112
2014-07-24 insert address 1600 Alworth Building 306 West Superior Street, Suite 1600 Duluth, MN 55802-1820
2014-07-24 insert phone 1.800.742.8010
2014-07-24 insert source_ip 131.239.20.112
2014-06-21 delete source_ip 216.57.142.112
2014-06-21 insert source_ip 12.147.113.112
2014-05-17 delete source_ip 131.239.20.112
2014-05-17 insert source_ip 216.57.142.112
2014-03-12 delete source_ip 216.57.142.112
2014-03-12 insert source_ip 131.239.20.112
2014-02-07 delete source_ip 207.154.7.112
2014-02-07 insert source_ip 216.57.142.112
2014-01-09 delete source_ip 131.239.20.112
2014-01-09 insert source_ip 207.154.7.112
2013-12-12 delete source_ip 207.154.7.112
2013-12-12 insert source_ip 131.239.20.112
2013-11-14 delete source_ip 216.57.142.112
2013-11-14 insert source_ip 207.154.7.112
2013-09-19 delete source_ip 12.147.113.112
2013-09-19 insert source_ip 216.57.142.112
2013-04-12 delete source_ip 207.154.7.45
2013-04-12 insert source_ip 12.147.113.112
2013-03-07 delete source_ip 216.57.142.45
2013-03-07 insert source_ip 207.154.7.45