| Date | Description |
|---|
| 2024-03-08 |
insert cfo Elizabeth Whalen |
| 2024-03-08 |
delete address 100 East Campus View Blvd., Suite 250 Columbus, Ohio 43235 |
| 2024-03-08 |
delete address 200 Ledgewood Place, Suite 101 Rockland, MA 02370 |
| 2024-03-08 |
delete address 2150 Post Road, Suite 402 Fairfield, CT 06824 |
| 2024-03-08 |
delete address 22 Elm St., Suite 330 Worcester, MA 01608 |
| 2024-03-08 |
delete address 73 Princeton Street, Suite 207A North Chelmsford, MA 01863 |
| 2024-03-08 |
delete person Danielle Gleason |
| 2024-03-08 |
delete person Evelyn Thibault |
| 2024-03-08 |
delete person Harland J Conners III |
| 2024-03-08 |
delete person Jeff McAdams |
| 2024-03-08 |
delete person Jim Mead |
| 2024-03-08 |
delete person Julie Melrose |
| 2024-03-08 |
delete person Kevin F. Brown |
| 2024-03-08 |
delete person Kevin Picard |
| 2024-03-08 |
delete person Meredith Huff |
| 2024-03-08 |
delete phone 203.659.2040 |
| 2024-03-08 |
delete phone 203.659.2046 |
| 2024-03-08 |
delete phone 508.767.1013 |
| 2024-03-08 |
delete phone 508.767.1015 |
| 2024-03-08 |
delete phone 781.780.5920 |
| 2024-03-08 |
delete phone 781.932.8007 |
| 2024-03-08 |
delete phone 978.455.2454 |
| 2024-03-08 |
insert address 110 Traders Cross, First Floor Bluffton, SC 29909 |
| 2024-03-08 |
insert address 32-40 Court St, Unit 2G Plymouth, MA 02360 |
| 2024-03-08 |
insert address 35 Village Rd, Suite 100
Office #151 Middleton, MA 01949 |
| 2024-03-08 |
insert address 445 Hutchinson Avenue, Suite 860 Columbus, Ohio 43235 |
| 2024-03-08 |
insert address 45 Lyman Street, Suite 14 Westborough, MA 01581 |
| 2024-03-08 |
insert person Dave Wood |
| 2024-03-08 |
insert person David Williams |
| 2024-03-08 |
insert person Doug O'Brien |
| 2024-03-08 |
insert person Elizabeth Whalen |
| 2024-03-08 |
insert person Gerald Costa |
| 2024-03-08 |
insert person Jamie Skaggs |
| 2024-03-08 |
insert person Jan Williams |
| 2024-03-08 |
insert person John Geffert |
| 2024-03-08 |
insert person Kate Holland |
| 2024-03-08 |
insert person Leigh Cook |
| 2024-03-08 |
insert person Meghan Forrester |
| 2024-03-08 |
insert person Michael Cianciola |
| 2024-03-08 |
insert phone 216.230.3700 |
| 2024-03-08 |
insert phone 380.203.3118 |
| 2024-03-08 |
insert phone 380.444.5888 |
| 2024-03-08 |
insert phone 508.622.3340 |
| 2024-03-08 |
insert phone 843.540.0061 |
| 2024-03-08 |
insert phone 978.221.2485 |
| 2024-03-08 |
insert phone 978.763.6588 ext. 6588 |
| 2024-03-08 |
insert phone 978.880.2106 |
| 2024-03-08 |
update person_title John P. Greco: Client Service Associate => Financial Advisor |
| 2024-03-08 |
update person_title Kelsey Kapulka: Administrative Assistant => Client Service Coordinator |
| 2022-04-04 |
insert contact_pages_linkeddomain joinbhwa.com |
| 2022-04-04 |
insert index_pages_linkeddomain joinbhwa.com |
| 2022-04-04 |
insert management_pages_linkeddomain joinbhwa.com |
| 2022-02-16 |
delete address 255 Daniel Webster Hwy Merrimack, NH 03054 |
| 2022-02-16 |
delete address 30 Man Mar Drive, Unit 3 Plainville, MA 02762 |
| 2022-02-16 |
delete person Jake Harvey |
| 2022-02-16 |
delete phone 508.316.1590 |
| 2022-02-16 |
delete phone 774.643.6078 |
| 2022-02-16 |
delete source_ip 98.124.199.111 |
| 2022-02-16 |
insert address 100 East Campus View Blvd., Suite 250 Columbus, Ohio 43235 |
| 2022-02-16 |
insert address 2 Commerce Dr., Suite 207 Bedford, NH 03110 |
| 2022-02-16 |
insert address 2525 Market Avenue Cleveland, OH 44113 |
| 2022-02-16 |
insert address 31 Crestview Drive, Unit 5 Westerly, RI 02891 |
| 2022-02-16 |
insert address The Offices At One Foxhill One Foxhill Drive, Suite 120 Walpole, MA 02081 |
| 2022-02-16 |
insert person Dana Camino |
| 2022-02-16 |
insert person David Goldstein |
| 2022-02-16 |
insert person Gene Craciun |
| 2022-02-16 |
insert person Hannah Baldwin |
| 2022-02-16 |
insert person Harland J Conners III |
| 2022-02-16 |
insert person Jeffrey Fitz |
| 2022-02-16 |
insert person Jim Mead |
| 2022-02-16 |
insert person Julie Melrose |
| 2022-02-16 |
insert person Kelsey Kapulka |
| 2022-02-16 |
insert person Neil S. Anthes |
| 2022-02-16 |
insert phone 401.642.4174 |
| 2022-02-16 |
insert phone 401.642.4333 |
| 2022-02-16 |
insert source_ip 64.98.135.111 |
| 2022-02-16 |
update person_title Chris Bryant: Compliance Analyst => Practice Management Consultant |
| 2022-02-16 |
update person_title Evelyn Thibault: Administrative Assistant => Branch Associate |
| 2021-02-11 |
insert managingdirector John Donaruma |
| 2021-02-11 |
insert managingdirector John Smith |
| 2021-02-11 |
insert managingdirector Michael C. Hulett |
| 2021-02-11 |
insert address 127 Woodside Ave, Suite 203 Briarcliff Manor, NY 10510 |
| 2021-02-11 |
insert contact_pages_linkeddomain raymondjames.com |
| 2021-02-11 |
insert index_pages_linkeddomain raymondjames.com |
| 2021-02-11 |
insert person Gideon Belflower |
| 2021-02-11 |
insert person Jake Harvey |
| 2021-02-11 |
insert person Jeff McAdams |
| 2021-02-11 |
insert person Kevin Picard |
| 2021-02-11 |
insert person Rebecca Denham |
| 2021-02-11 |
insert person Steve Gross |
| 2021-02-11 |
insert phone 914.902.5450 |
| 2021-02-11 |
update person_title Chynna L. White: Investment Services Representative, Administrative Assistant, RJFS => Administrative Assistant |
| 2021-02-11 |
update person_title John Donaruma: Vice President, Boston Harbor Wealth Advisors, LLC / Financial Advisor => Financial Advisor; Managing Director |
| 2021-02-11 |
update person_title John Smith: Vice President, Boston Harbor Wealth Advisors, LLC / Financial Advisor => Financial Advisor; Managing Director |
| 2021-02-11 |
update person_title Michael C. Hulett: Vice President, Boston Harbor Wealth Advisors, LLC / Financial Advisor => Financial Advisor; Managing Director |
| 2021-02-11 |
update person_title Sean Flynn: Senior Investment Strategist => Senior Investment Strategist, LWO Investment Consultant, RJFS |
| 2020-07-06 |
delete personal_emails jo..@raymondjames.com |
| 2020-07-06 |
insert personal_emails ja..@raymondjames.com |
| 2020-07-06 |
delete email jo..@raymondjames.com |
| 2020-07-06 |
delete person Jeffrey Omansky |
| 2020-07-06 |
delete person Jennifer Welz |
| 2020-07-06 |
insert email ja..@raymondjames.com |
| 2020-07-06 |
insert person Tom Brussard |
| 2020-07-06 |
update person_description Johnathan Breen => Johnathan C. Breen |
| 2020-07-06 |
update person_description Stephen Bradley => Stephen Bradley |
| 2020-07-06 |
update person_title Rich Elman: Financial Advisor => Investment Executive |
| 2020-03-13 |
delete person Fred Schuster |
| 2020-03-13 |
delete person Jean Kane |
| 2020-03-13 |
insert address 100 North Street, Suite 401 Pittsfield, MA 01201 |
| 2020-03-13 |
insert address 2150 Post Road, Suite 402 Fairfield, CT 06824 |
| 2020-03-13 |
insert address 34 Main St., Suite 204 Plymouth, MA 02360 |
| 2020-03-13 |
insert person Evelyn Thibault |
| 2020-03-13 |
insert person John Donaruma |
| 2020-03-13 |
insert person John Smith |
| 2020-03-13 |
insert person Kevin F. Brown |
| 2020-03-13 |
insert person Kristin Millan |
| 2020-03-13 |
insert person Michael C. Hulett |
| 2020-03-13 |
insert person Montoya Kim |
| 2020-03-13 |
insert person Paula Walczyk |
| 2020-03-13 |
insert person Sean McCann |
| 2020-03-13 |
insert person Thomas Carbin |
| 2020-03-13 |
insert phone 203.659.2040 |
| 2020-03-13 |
insert phone 203.659.2046 |
| 2020-03-13 |
insert phone 413.339.2100 |
| 2020-03-13 |
insert phone 508.209.6589 |
| 2020-03-13 |
update person_description Fred J. Shuster => Fred J. Shuster |
| 2019-10-05 |
delete person Scott Wheeler |
| 2019-10-05 |
delete person Susan Hixson |
| 2019-10-05 |
insert person Elissa Foley |
| 2019-08-19 |
delete person John Geffert IV |
| 2019-08-19 |
insert career_pages_linkeddomain flipsnack.com |
| 2019-08-19 |
insert career_pages_linkeddomain goo.gl |
| 2019-08-19 |
insert contact_pages_linkeddomain goo.gl |
| 2019-08-19 |
insert index_pages_linkeddomain goo.gl |
| 2019-08-19 |
insert management_pages_linkeddomain goo.gl |
| 2019-08-19 |
insert person Rich Elman |
| 2019-04-24 |
delete address Boston Harbor Wealth Advisors
289 Great Road
Suite 304
Acton, MA 01720 |
| 2019-04-24 |
delete person Elizabeth Campbell |
| 2019-04-24 |
insert address 111 Williams Street Mansfield, MA 02048 |
| 2019-04-24 |
insert address 200 Ledgewood Place, Suite 101 Rockland, MA 02370 |
| 2019-04-24 |
insert address 22 Elm St., Suite 330 Worcester, MA 01608 |
| 2019-04-24 |
insert address 255 Daniel Webster Hwy Merrimack, NH 03054 |
| 2019-04-24 |
insert address 30 Man Mar Drive, Unit 3 Plainville, MA 02762 |
| 2019-04-24 |
insert address 73 Princeton Street, Suite 207A North Chelmsford, MA 01863 |
| 2019-04-24 |
insert address 900 Cummings Center, Suite 201U Beverly, MA 01915 |
| 2019-04-24 |
insert index_pages_linkeddomain google.com |
| 2019-04-24 |
insert phone 508.316.1590 |
| 2019-04-24 |
insert phone 508.337.4552 |
| 2019-04-24 |
insert phone 508.767.1013 |
| 2019-04-24 |
insert phone 508.767.1015 |
| 2019-04-24 |
insert phone 603.429.0968 |
| 2019-04-24 |
insert phone 774.643.6078 |
| 2019-04-24 |
insert phone 781.780.5920 |
| 2019-04-24 |
insert phone 781.932.8007 |
| 2019-04-24 |
insert phone 978.279.9100 |
| 2019-04-24 |
insert phone 978.455.2454 |
| 2019-04-24 |
update primary_contact Boston Harbor Wealth Advisors
289 Great Road
Suite 304
Acton, MA 01720 => 900 Cummings Center, Suite 201U Beverly, MA 01915 |
| 2017-10-29 |
insert client How Family Offices |
| 2017-10-29 |
insert person Candace Sallale |
| 2017-10-29 |
insert person Elizabeth Campbell |
| 2017-10-29 |
insert person Wendy Laipple |
| 2017-05-08 |
insert person Bruce James Tobin Jr. |