WEALTH ADVISORY GROUP - History of Changes


DateDescription
2024-03-09 insert managingdirector Anthony Spencer
2024-03-09 insert person Anthony Spencer
2024-03-09 insert person Zachary Timm
2024-03-09 update person_title Brenda Evans: Life Brokerage Manager / Innovative Underwriters Specialist; Life & Disability Specialist => Life Insurance Specialist; Life Brokerage Manager / Innovative Underwriters Specialist
2024-03-09 update person_title Christopher Walker: Financial Representative => Financial Advisor
2023-08-31 delete otherexecutives Veronica Bedford
2023-08-31 delete person Daniel Salazar
2023-08-31 delete person Veronica Bedford
2023-05-03 delete source_ip 104.16.65.197
2023-05-03 delete source_ip 104.16.66.197
2023-05-03 delete source_ip 104.16.67.197
2023-05-03 delete source_ip 104.16.68.197
2023-05-03 delete source_ip 104.16.69.197
2023-05-03 insert source_ip 104.17.167.172
2023-05-03 insert source_ip 104.17.168.172
2023-05-03 insert source_ip 104.17.169.172
2023-05-03 insert source_ip 104.17.170.172
2023-05-03 insert source_ip 104.17.171.172
2023-01-28 insert otherexecutives Veronica Bedford
2023-01-28 delete email da..@wagllc.com
2023-01-28 insert email da..@edgewoodadvisors.com
2023-01-28 insert person Veronica Bedford
2023-01-28 update person_description Daniel Dambroff => Daniel Dambroff
2023-01-28 update person_title Brenda Evans: Life Brokerage Manager / Innovative Underwriters Specialist; Specialist => Life Brokerage Manager / Innovative Underwriters Specialist; Life & Disability Specialist
2023-01-28 update person_title Daniel Dambroff: Disability Insurance Specialist; Specialist => Financial Advisor
2022-09-20 insert address 1207 TROY SCHENECTADY RD SUITE 201 LATHAM, NY 12110
2022-09-20 insert address 225 BROADHOLLOW RD SUITE 105 MELVILLE, NY 11747
2022-06-18 delete personal_emails je..@wagllc.com
2022-06-18 delete address 31 Jefferson Plaza Princeton, NJ 08540
2022-06-18 delete email ad..@wagllc.com
2022-06-18 delete email je..@wagllc.com
2022-06-18 insert address 4301 Route 1 South; Suite 220 Monmouth Junction, NJ 08852
2022-06-18 insert email ad..@edgewoodadvisors.com
2022-06-18 insert email je..@edgewoodadvisors.com
2022-06-18 update person_description Adam Greenstein => Adam Greenstein
2022-06-18 update person_description Jed Goldberg => Jed Goldberg
2022-06-18 update person_title Jed Goldberg: Wealth Management Advisor => null
2022-05-18 delete email pe..@wagllc.com
2022-05-18 delete phone 516-677-6252
2022-05-18 update person_description Lauren Pastore => Lauren Pastore
2022-04-17 delete managingdirector Jason Lurie
2022-04-17 delete email bi..@wagllc.com
2022-04-17 delete email ja..@wagllc.com
2022-04-17 delete person Jason Lurie
2021-12-13 delete cmo Carolyn Fergus
2021-12-13 delete email ca..@wagllc.com
2021-12-13 delete person Carolyn Fergus
2021-07-30 delete managingdirector Daniel Salazar
2021-07-30 delete email ad..@wagllc.com
2021-07-30 delete email kr..@wagllc.com
2021-07-30 delete person Adam Greenstein
2021-07-30 delete person Kristen Hadden
2021-07-30 update person_title Daniel Salazar: Managing Director => Wealth Management Advisor
2021-06-24 insert email jd..@wagllc.com
2021-06-24 insert person Jeanine DiLillo
2021-06-24 update person_description Charles Palma => Charles Palma
2021-06-24 update person_description Roberto Nunez => Roberto Nunez
2021-06-24 update person_title Joseph Sciabica: Founding Member of the Regis Financial Network; Living Balance Sheet National Trainer => Founding Member of the Regis Financial Network; Managing Director, Living Balance Sheet National Trainer
2021-04-25 delete address 250 Crossways Park Drive Woodbury, NY 11797
2021-04-25 insert address 225 Broadhollow Road, Suite 105 Melville, NY 11747
2021-04-25 update person_description Joseph M. Sciabica => Joseph Sciabica
2021-04-25 update person_title Joseph Sciabica: Founding Member of the Regis Financial Network => Founding Member of the Regis Financial Network; Living Balance Sheet National Trainer
2021-02-02 delete email am..@wagllc.com
2021-02-02 delete email mi..@wagllc.com
2021-02-02 delete email sl..@wagllc.com
2021-02-02 delete person Michael Callahan Jr.
2021-02-02 delete person Sloane Lipshie
2020-10-08 insert email br..@wagllc.com
2020-10-08 insert person Brenda Evans
2020-10-08 update person_title Kristen Hadden: Financial Advisor => Financial Advisor, Practice Development Specialist & Sales Trainer
2020-07-28 insert cmo Carolyn Fergus
2020-07-28 insert email bi..@wagllc.com
2020-07-28 insert email ca..@wagllc.com
2020-07-28 insert person Bina Patel
2020-07-28 insert person Carolyn Fergus
2020-07-28 update person_description Michael Callahan Jr. => Michael Callahan Jr.
2020-07-28 update person_title Michael Callahan Jr.: Agent => Business Development Manager
2020-06-26 delete general_emails in..@wagalbany.com
2020-06-26 delete address 1207 Troy Schenectady Road, Suite 201 Latham, NY 12110
2020-06-26 delete address Long Island 250 Crossways Park Drive Woodbury, NY 11797
2020-06-26 delete career_pages_linkeddomain indeedhi.re
2020-06-26 delete career_pages_linkeddomain wagroupllc.com
2020-06-26 delete contact_pages_linkeddomain wagroupllc.com
2020-06-26 delete email in..@wagalbany.com
2020-06-26 delete fax 516.921.2386
2020-06-26 delete index_pages_linkeddomain wagroupllc.com
2020-06-26 delete management_pages_linkeddomain wagroupllc.com
2020-06-26 delete service_pages_linkeddomain wagroupllc.com
2020-06-26 delete terms_pages_linkeddomain wagroupllc.com
2020-03-26 delete managingdirector Robert Merckling
2020-03-26 delete email ro..@wagllc.com
2020-03-26 delete person Robert Merckling
2020-02-25 delete email la..@wagllc.com
2020-02-25 delete person Lawrence Holzberg
2020-01-25 update website_status IndexPageFetchError => OK
2019-11-23 update website_status OK => IndexPageFetchError
2019-10-24 insert career_pages_linkeddomain indeed.com
2019-09-24 delete cmo Zia Marcus
2019-09-24 insert coo Zia Harmon
2019-09-24 insert managingdirector Jose Rivera
2019-09-24 delete email ab..@afgonline.net
2019-09-24 delete email da..@wagroupllc.com
2019-09-24 delete email da..@swfg.net
2019-09-24 delete email jo..@wagllc.com
2019-09-24 delete email js..@wagllc.com
2019-09-24 delete email la..@swfg.net
2019-09-24 delete email la..@wagroupllc.com
2019-09-24 delete email zi..@wagroupllc.com
2019-09-24 delete person Joel Steinberg
2019-09-24 delete person Zia Marcus
2019-09-24 delete source_ip 205.178.189.131
2019-09-24 insert email ab..@wagllc.com
2019-09-24 insert email da..@wagllc.com
2019-09-24 insert email ds..@wagllc.com
2019-09-24 insert email jo..@wagllc.com
2019-09-24 insert email la..@wagllc.com
2019-09-24 insert email la..@wagllc.com
2019-09-24 insert email sl..@wagllc.com
2019-09-24 insert email zi..@wagllc.com
2019-09-24 insert person Sloane Lipshie
2019-09-24 insert person Zia Harmon
2019-09-24 insert source_ip 104.16.65.197
2019-09-24 insert source_ip 104.16.66.197
2019-09-24 insert source_ip 104.16.67.197
2019-09-24 insert source_ip 104.16.68.197
2019-09-24 insert source_ip 104.16.69.197
2019-09-24 update person_description Christine Smith => Christine Smith
2019-09-24 update person_title Jose Rivera: Financial Advisor => Managing Director
2019-09-24 update person_title Lauren Pastore: Director of Recruiting & Development => Managing Director, Director of Talent Acquisition
2019-09-24 update person_title Sheena Fisher: Financial Representative => Financial Advisor