| Date | Description |
|---|
| 2023-08-09 |
delete person Andrew F. Clemenza |
| 2023-08-09 |
delete person David Schelhorn |
| 2023-08-09 |
delete person John Calandriello |
| 2023-06-03 |
delete person Michael Duch |
| 2023-06-03 |
delete person Noah Modica |
| 2023-06-03 |
update person_description Andrea Hauptman-Perez => Andrea Hauptman-Perez |
| 2023-06-03 |
update person_description Andrew F. Clemenza => Andrew F. Clemenza |
| 2023-06-03 |
update person_description Anthony D'Amico => Anthony D'Amico |
| 2023-06-03 |
update person_description Anthony F. Caruso => Anthony F. Caruso |
| 2023-06-03 |
update person_description Christopher Garozzo => Christopher Garozzo |
| 2023-06-03 |
update person_description Cindy Sipkin CLU => Cindy Sipkin CLU |
| 2023-06-03 |
update person_description David C. Helfrich => David C. Helfrich |
| 2023-06-03 |
update person_description David Schelhorn => David Schelhorn |
| 2023-06-03 |
update person_description David Shaw => David Shaw |
| 2023-06-03 |
update person_description Diane Santonino CLU => Diane Santonino CLU |
| 2023-06-03 |
update person_description Dipti Rath CRPC => Dipti Rath CRPC |
| 2023-06-03 |
update person_description Donald A. Nachman => Donald A. Nachman |
| 2023-06-03 |
update person_description Donna L. Brower RICP => Donna L. Brower RICP |
| 2023-06-03 |
update person_description Earl Pedersen => Earl Pedersen |
| 2023-06-03 |
update person_description Emily Wirgin CFP => Emily Wirgin CFP |
| 2023-06-03 |
update person_description Frank Brogan => Frank Brogan |
| 2023-06-03 |
update person_description Gaurang B. Pandya => Gaurang B. Pandya |
| 2023-06-03 |
update person_description George E. Carter => George E. Carter |
| 2023-06-03 |
update person_description James Montijo => James Montijo |
| 2023-06-03 |
update person_description James Whelan => James Whelan |
| 2023-06-03 |
update person_description Jerry M. Madden => Jerry M. Madden |
| 2023-06-03 |
update person_description John Askin => John Askin |
| 2023-06-03 |
update person_description John P. Sullivan => John P Sullivan |
| 2023-06-03 |
update person_description Jonathan Greene => Jonathan Greene |
| 2023-06-03 |
update person_description Leon Ferro => Leon Ferro |
| 2023-06-03 |
update person_description Mary Conover => Mary Conover |
| 2023-06-03 |
update person_description Michael Giblin => Michael Giblin |
| 2023-06-03 |
update person_description Michael Moran => Michael Moran |
| 2023-06-03 |
update person_description Michael J. O'Connell => Michael O'Connell |
| 2023-06-03 |
update person_description Michael P. Tarashuk LUTCF => Michael P. Tarashuk LUTCF |
| 2023-06-03 |
update person_description Nicholas Russo => Nicholas Russo |
| 2023-06-03 |
update person_description Paul D'Amico => Paul D'Amico |
| 2023-06-03 |
update person_description Raymond Triano => Raymond Triano |
| 2023-06-03 |
update person_description Richard Fiderer => Richard Fiderer |
| 2023-06-03 |
update person_description Richard G. Quense Sr. => Richard Quense |
| 2023-06-03 |
update person_description Rick Delehanty => Rick Delehanty |
| 2023-06-03 |
update person_description Stephen Hawthorne => Stephen Hawthorne |
| 2023-06-03 |
update person_description Stuart I. Goldberg => Stuart I. Goldberg |
| 2023-06-03 |
update person_description Terence Gallagher => Terence Gallagher |
| 2023-06-03 |
update person_description Thomas P. Carolan => Thomas P. Carolan |
| 2023-06-03 |
update person_title Edward L. Giuliano Jr.: Financial Advisor / Education => Financial Advisor |
| 2023-06-03 |
update person_title John P Sullivan: Certified Financial Planner; CFP®, PFS, CPA ( NO LONGER PRACTICING AS a => CFP®, PFS, CPA ( NO LONGER PRACTICING AS a |
| 2023-06-03 |
update person_title Kyle Kaiser: Financial Advisor / Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc => Financial Advisor |
| 2023-06-03 |
update person_title Michael O'Connell: CERTIFIED FINANCIAL PLANNER™ Professional, Is Partner and Head of Financial Planning for Wealth; Partner => Partner |
| 2023-06-03 |
update person_title Richard Moran Jr.: Financial Advisor; Financial Advisor / Education => Financial Advisor |
| 2023-04-20 |
update person_description Nicholas Russo => Nicholas Russo |
| 2023-04-20 |
update person_title Nicholas Russo: Financial Advisor / Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc => Financial Advisor With; Financial Advisor |
| 2023-03-20 |
insert person David L. Hull |
| 2023-03-20 |
insert person Kyle Kaiser |
| 2023-03-20 |
insert person Nicholas Russo |
| 2023-03-20 |
update person_description Tara Stewart => Tara Stewart |
| 2023-02-16 |
delete otherexecutives Tina Pecca |
| 2023-02-16 |
delete person Thomas Honan |
| 2023-02-16 |
insert person John Askin |
| 2023-02-16 |
update person_title Tina Pecca: Recruiting Director => Senior Director of Recruiting |
| 2023-01-15 |
insert managingdirector Tara Stewart |
| 2023-01-15 |
delete person Lucas Vanarthos |
| 2023-01-15 |
delete person Michael Marino |
| 2023-01-15 |
delete person Sarah Schnitzer |
| 2023-01-15 |
insert person Michael Duch |
| 2023-01-15 |
insert person Tara Stewart |
| 2022-11-13 |
delete person Bela A. Gajary |
| 2022-11-13 |
delete person John Farquhar CLTC |
| 2022-11-13 |
insert person Geoffrey Cohn |
| 2022-11-13 |
insert person Lucas Vanarthos |
| 2022-11-13 |
update person_description Brian Segel CLTC => Brian Segel CLTC |
| 2022-10-13 |
delete person Eric Mangold CWS |
| 2022-09-11 |
insert managingdirector Brian Segel CLTC |
| 2022-09-11 |
delete person Bernard A. Hiller |
| 2022-09-11 |
delete person Darrin Bradley |
| 2022-09-11 |
insert person Brian Segel CLTC |
| 2022-09-11 |
update person_description Jonathan Greene => Jonathan Greene |
| 2022-06-10 |
delete person Frank Piccirillo |
| 2022-04-10 |
delete person Sean Stodart |
| 2022-04-10 |
insert person Anthony F. Caruso |
| 2022-03-10 |
delete person Alexander Rajovic |
| 2022-03-10 |
delete person Persis Mejia |
| 2022-03-10 |
insert person Mary Conover |
| 2022-03-10 |
update person_description James Montijo => James Montijo |
| 2022-03-10 |
update person_title James Montijo: Financial Advisor / Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. => Financial Advisor |
| 2021-12-06 |
delete coo Daniel Librizzi |
| 2021-12-06 |
delete managingdirector Mike Bongiorno LUTCF |
| 2021-12-06 |
delete person Anthony Martino |
| 2021-12-06 |
delete person Daniel Librizzi |
| 2021-12-06 |
delete person Gregory J. Dzielinski |
| 2021-12-06 |
delete person Joseph Franciscone |
| 2021-12-06 |
delete person Joseph Rusbarsky |
| 2021-12-06 |
delete person Mike Bongiorno LUTCF |
| 2021-12-06 |
delete person Thomas J. Cannizzo Jr. |
| 2021-12-06 |
insert person Don D'Anzieri |
| 2021-12-06 |
insert person Jade Clark |
| 2021-12-06 |
insert person James Montijo |
| 2021-12-06 |
insert person Noah Modica |
| 2021-12-06 |
insert person Persis Mejia |
| 2021-12-06 |
insert person Stephen Hawthorne |
| 2021-09-08 |
delete person Joe Cupoli |
| 2021-08-08 |
insert person Leon Ferro |
| 2021-08-08 |
update person_title Sarah Schnitzer: Financial Advisor => Case Manager; Financial Advisor |
| 2021-07-08 |
insert person Anthony D'Amico |
| 2021-07-08 |
insert person John Calandriello |
| 2021-06-07 |
delete person Daniel J. Perry |
| 2021-06-07 |
delete person Joseph M. Fiore |
| 2021-06-07 |
delete person Roberto Joseph |
| 2021-06-07 |
insert person Alexander Rajovic |
| 2021-06-07 |
insert person Michael Marino |
| 2021-06-07 |
insert person Paul D'Amico |
| 2021-06-07 |
insert person Thomas Honan |
| 2021-06-07 |
update person_description John P. Sullivan => John P. Sullivan |
| 2021-06-07 |
update person_description Raymond Triano => Raymond Triano |
| 2021-06-07 |
update person_title Robert C. Wynn: Financial Advisor => Senior Financial Advisor |
| 2021-04-13 |
delete person Corey Zylbert |
| 2021-04-13 |
delete person Craig Garofolo |
| 2021-04-13 |
delete person Todd Schroeder |
| 2021-04-13 |
insert person Corrado Gugliotta |
| 2021-04-13 |
insert person David Shaw |
| 2021-04-13 |
update person_description David Schelhorn => David Schelhorn |
| 2021-04-13 |
update person_description Donald A. Nachman => Donald A. Nachman |
| 2021-04-13 |
update person_description Joseph Fay => Joseph Fay |
| 2021-04-13 |
update person_description Michael J. O'Connell => Michael J. O'Connell |
| 2021-04-13 |
update person_description Richard Quense => Richard G. Quense Sr. |
| 2021-02-19 |
insert person Joseph Fay |
| 2021-02-19 |
insert person Joseph Rusbarsky |
| 2021-02-19 |
insert person Richard Quense |
| 2020-10-04 |
insert managingdirector Mike Bongiorno LUTCF |
| 2020-10-04 |
delete person Adam Parker |
| 2020-10-04 |
delete person Kenneth Arbucci |
| 2020-10-04 |
insert person Anthony Martino |
| 2020-10-04 |
insert person Christian Nally |
| 2020-10-04 |
insert person Craig Garofolo |
| 2020-10-04 |
insert person Daniel Perry |
| 2020-10-04 |
insert person Frank Piccirillo |
| 2020-10-04 |
insert person John W. Tsigakos |
| 2020-10-04 |
insert person Mike Bongiorno LUTCF |
| 2020-10-04 |
update person_description Andrew Sansone => Andrew Sansone |
| 2020-10-04 |
update person_description Anthony F. Caruso => Anthony F. Caruso |
| 2020-10-04 |
update person_description Bela A. Gajary => Bela A. Gajary |
| 2020-10-04 |
update person_description Peter Paladino => Peter Paladino |
| 2020-10-04 |
update person_title Andrew F. Clemenza: Financial Advisor With; Financial Advisor; Financial Representative => Financial Professional With |
| 2020-10-04 |
update person_title Bernard A. Hiller: Senior Financial Advisor; Registered Representative of Securian Financial Services; Director of Advanced Markets => Senior Financial Professional; Director of Advanced Markets; Registered Representative |
| 2020-10-04 |
update person_title Chris Vasilakis: Financial Professional; Financial Advisor => Financial Professional |
| 2020-10-04 |
update person_title Christopher Garozzo: Financial Representative => Financial Professional |
| 2020-10-04 |
update person_title Donald Nachman: Financial Representative => Financial Professional |
| 2020-10-04 |
update person_title Edward L. Giuliano Jr.: Financial Representative => Financial Advisor |
| 2020-10-04 |
update person_title Johan "Jack" DeVries: Financial Representative => Financial Professional |
| 2020-10-04 |
update person_title Richard Delehanty: Financial Representative => Financial Professional |
| 2020-10-04 |
update person_title Vincent Commoreto: Financial Representative => Financial Professional |
| 2020-07-28 |
delete person Jerfe Dittmann |
| 2020-07-28 |
update person_title Chris Vasilakis: Financial Advisor; Financial Representative => Financial Professional; Financial Advisor |
| 2020-07-28 |
update person_title Gaurang B. Pandya: CFP®, Financial Representative => CFP®, Financial Advisor |
| 2020-07-28 |
update person_title Steven Sklover: Financial Representative => Financial Professional |
| 2020-06-27 |
delete person George C. Stills |
| 2020-06-27 |
delete person Jignesh "Jim" Gandhi |
| 2020-06-27 |
update person_description Andrew Sansone => Andrew Sansone |
| 2020-06-27 |
update person_description Bernard A. Hiller => Bernard A. Hiller |
| 2020-06-27 |
update person_title Andrew Sansone: CFP®, Financial Advisor => Financial Advisor; Investment Advisor; Representative; CFP®, Financial Advisor |
| 2020-06-27 |
update person_title Bernard A. Hiller: Senior Financial Advisor; Registered Representative => Senior Financial Advisor; Registered Representative of Securian Financial Services |
| 2020-05-27 |
delete person Dan Tisser |
| 2020-05-27 |
delete person Guarang B. Pandya |
| 2020-05-27 |
delete person Kim S. Luthy |
| 2020-05-27 |
insert person Gaurang B. Pandya |
| 2020-05-27 |
update person_title Chris Vasilakis: Financial Advisor => Financial Advisor; Financial Representative |
| 2020-05-27 |
update person_title Steven Sklover: Financial Professional => Financial Representative |
| 2020-03-28 |
insert person Guarang B. Pandya |
| 2020-01-26 |
delete person Danielle Scepkowski |
| 2020-01-26 |
insert person Danielle Viscuso |
| 2020-01-26 |
update person_title Todd Zeidenberg: Financial Advisor => Financial Advisor / Hamden, CT |
| 2019-12-26 |
delete person Biagio Carbone |
| 2019-12-26 |
insert person Andrew Horn |
| 2019-12-26 |
insert person Dipti Rath |
| 2019-12-26 |
insert person Jason Mellor |
| 2019-11-25 |
delete person Thomas Claro |
| 2019-11-25 |
update person_title Edward L. Giuliano Jr.: Financial Advisor => Financial Representative |
| 2019-11-25 |
update person_title Michael Moran: Financial Associate => Financial Ad Visor |
| 2019-10-26 |
delete person Adam Seltzer |
| 2019-10-26 |
delete person Edward Neidich |
| 2019-10-26 |
delete person Nicholas Gentile |
| 2019-10-26 |
insert person John Durkin |
| 2019-10-26 |
insert person Michael Moran |
| 2019-10-26 |
insert person Richard Moran |
| 2019-10-26 |
insert person Todd Zeidenberg |
| 2019-10-26 |
update person_description Beth Olmstead => Beth Olmstead |
| 2019-10-26 |
update person_title Michael V. Daniels: Senior Financial Advisor; Financial Advisor => Financial Advisor |
| 2019-10-26 |
update person_title Roderick M. Carolan: Financial Advisor; Partner => Financial Advisor |
| 2019-10-26 |
update person_title Thomas Claro: Financial Representative => Financial Advisor |
| 2019-09-26 |
delete person Robert A. Setzer |
| 2019-09-26 |
update person_description Anthony M. Bonanno => Anthony M. Bonanno |
| 2019-09-26 |
update person_title Dan Tisser: Financial Advisor => Investment Specialist |
| 2019-09-26 |
update person_title John P. Sullivan: CFP®, PFS, CPA ( Inactive ) => CFP®, PFS |
| 2019-08-27 |
delete managingdirector Arjay Ignacio |
| 2019-08-27 |
delete person Arjay Ignacio |
| 2019-08-27 |
delete person Sam Rajguru |
| 2019-08-27 |
insert person Ryan Hostnik |
| 2019-07-28 |
delete managingdirector Pietro Ruggeri |
| 2019-07-28 |
delete person Dylan Field |
| 2019-07-28 |
delete person Pietro Ruggeri |
| 2019-07-28 |
delete person Sean Quigley |
| 2019-07-28 |
insert person Biagio Carbone |
| 2019-07-28 |
insert person Christopher Garozzo |
| 2019-07-28 |
insert person Dan Tisser |
| 2019-07-28 |
insert person Roberto Joseph |
| 2019-07-28 |
update person_title Michael V. Daniels: Financial Advisor => Senior Financial Advisor; Financial Advisor |
| 2019-07-28 |
update person_title Roderick M. Carolan: Financial Advisor => Financial Advisor; Partner |
| 2019-06-27 |
delete person Brian K. Lee |
| 2019-06-27 |
delete person David A. Pitt |
| 2019-06-27 |
delete person Mario Zaburski |
| 2019-06-27 |
insert person Dylan Field |
| 2019-06-27 |
insert person Leigh Ann Panas |
| 2019-05-21 |
insert person Emily Wirgin |
| 2019-05-21 |
insert person Kenneth Arbucci |
| 2019-05-21 |
insert person Michael Giblin |
| 2019-05-21 |
insert person Richard Delehanty |
| 2019-05-21 |
insert person Timothy Moran |
| 2019-04-18 |
delete person Jack Boston |
| 2019-04-18 |
delete person Mark Hannigan |
| 2019-03-19 |
insert person James Whelan |
| 2019-03-19 |
insert person Mario Zaburski |
| 2019-03-19 |
insert person Robert Incorvaia |
| 2019-03-19 |
insert person Sam Rajguru |
| 2019-02-14 |
delete person Greg Warren |
| 2019-02-14 |
insert person Diane Santonino |
| 2019-01-10 |
insert person Robert A. Setzer |