| Date | Description |
|---|
| 2024-04-05 |
delete person Philip Mabey |
| 2023-10-11 |
delete personal_emails me..@wealthstrategiesgrp.com |
| 2023-06-22 |
insert personal_emails me..@wealthstrategiesgrp.com |
| 2023-06-22 |
update person_description Melissa L Shriver => Melissa L Shriver |
| 2023-02-09 |
delete person Anna Jacobson |
| 2022-11-12 |
delete personal_emails me..@wealthstrategiesgrp.com |
| 2022-09-03 |
insert personal_emails me..@wealthstrategiesgrp.com |
| 2022-02-11 |
insert person Anna Jacobson |
| 2022-02-11 |
update person_description John M. Scheidegger => John M. Scheidegger |
| 2020-04-27 |
update person_title Christopher Bowens: Junior Partner => null |
| 2020-04-27 |
update person_title John M. Scheidegger: Financial Advisor => Financial Advisor / Managing Partner - Saratoga Springs |
| 2020-02-25 |
update person_description Phillip Mabey => Phillip Mabey |
| 2019-07-21 |
insert person Heather MacIsaac |
| 2019-07-21 |
insert person Jodi K. Herman |
| 2019-07-21 |
insert person Jon Toper |
| 2019-07-21 |
insert person Tiffany Gocha |
| 2019-07-21 |
update person_description Autumn Sims => Autumn Sims |
| 2019-07-21 |
update person_description Melissa L. Shriver => Melissa L Shriver |
| 2019-07-21 |
update person_description Phillip Mabey => Phillip Mabey |
| 2019-07-21 |
update person_title Melissa L Shriver: Chief Operations Officer => null |
| 2018-08-01 |
update person_title Phillip Mabey: Junior Partner => Financial Adviser / Investment Advisor Representative With Eagle Strategies LLC, a Registered Investment Advisor |
| 2017-11-30 |
delete person Nancy F. Rose |
| 2017-11-30 |
update person_title Christopher Bowens: Associate => Junior Partner |
| 2017-11-30 |
update person_title Phillip Mabey: Associate => Junior Partner |
| 2016-09-19 |
delete person Melissa.Shrive |
| 2016-09-19 |
update person_description John A. Forte => John A. Forte |
| 2016-09-19 |
update person_description John M. Scheidegger => John M. Scheidegger |
| 2016-09-19 |
update person_description Nancy F. Rose => Nancy F. Rose |
| 2016-09-19 |
update person_description Philip Mabey => Philip Mabey |
| 2016-03-24 |
insert person Philip Mabey |
| 2015-07-24 |
delete person Margaret S. Mackey |
| 2014-04-11 |
delete personal_emails lm..@ft.newyorklife.com |
| 2014-04-11 |
update person_description Melissa L. Shriver => Melissa L. Shriver |