| Date | Description |
|---|
| 2025-03-03 |
delete email ma..@investpwm.com |
| 2025-03-03 |
delete person Mark Fleming |
| 2025-03-03 |
insert email pa..@investpwm.com |
| 2025-03-03 |
insert person Parker Taylor |
| 2025-03-03 |
update person_title Kevin Cooney: Vice President; Financial Advisor => Vice President; Financial Advisor; Vice President Financial Advisor / Chicago / Oak Brook, IL |
| 2024-09-28 |
insert person Rachael Joyce |
| 2024-09-28 |
update person_title Mark Fleming: CFP®, CPA - Senior Financial Advisor => CFP®, CPA - Consultant |
| 2024-04-05 |
delete address 1415 West 22nd Street, Oak Brook, IL 60523 |
| 2024-04-05 |
insert address 1415 West 22nd Street • Tower Floor • Oak Brook, IL 60523 |
| 2023-10-11 |
insert vp Gregory Johnson |
| 2023-10-11 |
insert vp Kevin Cooney |
| 2023-10-11 |
insert address 1415 West 22nd Street, Oak Brook, IL 60523 |
| 2023-10-11 |
insert email gr..@investpwm.com |
| 2023-10-11 |
insert email ke..@investpwm.com |
| 2023-10-11 |
insert email ma..@investpwm.com |
| 2023-10-11 |
insert person Gregory Johnson |
| 2023-10-11 |
insert person Kevin Cooney |
| 2023-10-11 |
insert person Mark Fleming |
| 2023-10-11 |
insert phone 872.210.2984 |
| 2023-10-11 |
insert phone 872.210.4050 |
| 2023-10-11 |
insert phone 872.210.4243 |
| 2023-10-11 |
update person_title Peg Quinn: Member of the Associate Board for Gilda 's Club Chicago; CFP® - Financial Advisor => CFP® - Vice President Fi Nancial Advisor; Member of the Associate Board for Gilda 's Club Chicago |
| 2022-06-01 |
delete address 950 Main Avenue • Suite 700 • Cleveland, OH 44113 |
| 2022-03-30 |
delete address 159 Crocker Park Blvd • Suite 400 • Westlake, OH 44145 |
| 2022-03-30 |
insert address 159 Crocker Park Blvd • Suite 100 • Westlake, OH 44145 |
| 2020-05-14 |
delete address 950 Main Ave. • Suite 700 • Cleveland OH 44113 |
| 2020-05-14 |
insert address 950 Main Avenue • Suite 700 • Cleveland, OH 44113 |
| 2019-12-29 |
delete person Margot Craig |
| 2019-12-29 |
insert address 950 Main Ave. • Suite 700 • Cleveland OH 44113 |
| 2019-09-27 |
update person_title Margot Craig: Financial Advisor => CERTIFIED FINANCIAL PLANNER; CFP® - Financial Advisor |
| 2019-09-27 |
update website_status DomainNotFound => OK |
| 2019-08-28 |
update website_status OK => DomainNotFound |
| 2018-12-18 |
delete source_ip 149.115.16.11 |
| 2018-12-18 |
insert person Margot Craig |
| 2018-12-18 |
insert source_ip 216.55.149.9 |
| 2015-11-06 |
update robots_txt_status www.investpwm.com: 404 => 200 |
| 2014-04-25 |
insert about_pages_linkeddomain crainscleveland.com |
| 2014-04-25 |
insert email do..@paradigmwealthmgmt.com |
| 2014-01-01 |
delete source_ip 198.171.38.218 |
| 2014-01-01 |
insert source_ip 149.115.16.11 |
| 2013-08-13 |
delete address 27865 Clemens Road
Suite 1A
Westlake, OH 44145 |
| 2013-08-13 |
delete address Cleveland
27865 Clemens Road • Suite 1A
Westlake, OH 44145 |
| 2013-08-13 |
insert address 159 Crocker Park Blvd.
Suite 400
Westlake, OH 44145 |
| 2013-08-13 |
insert address Cleveland
159 Crocker Park Blvd.
Suite 400
Westlake, OH 44145 |
| 2013-05-22 |
delete email wi..@investpwm.com |
| 2013-05-22 |
delete person William J. Keller |
| 2013-05-22 |
update person_title Peg Quinn: Financial Advisor; Member of the Associate Board for Gilda 's Club Chicago => Financial Planner; Financial Advisor; Member of the Associate Board for Gilda 's Club Chicago |
| 2013-05-01 |
insert email ma..@investpwm.com |
| 2013-05-01 |
insert person Marnie Randel |
| 2013-04-04 |
delete address 222 N. LaSalle
Suite 1450
Chicago, IL 60601 |
| 2013-04-04 |
insert address AON Center
200 E. Randolph • Suite 5100
Chicago, IL 60601 |