| Date | Description |
|---|
| 2024-04-12 |
update person_title Mike Skoric: Senior Portfolio Manager; Head of Research => Head of Research; Portfolio Manager |
| 2023-01-17 |
insert person Carla Jarmon |
| 2022-09-02 |
delete person Bradley Sorenson |
| 2022-02-10 |
delete management_pages_linkeddomain cffpdesignations.com |
| 2022-02-10 |
insert management_pages_linkeddomain credly.com |
| 2021-08-26 |
insert otherexecutives Mike Skoric |
| 2021-08-26 |
delete email ga..@rochesterwealthstrategies.com |
| 2021-08-26 |
delete email sk..@rochesterwealthstrategies.com |
| 2021-08-26 |
delete email xe..@rochesterwealthstrategies.com |
| 2021-08-26 |
delete person Dr. George Yang |
| 2021-08-26 |
insert person Bradley Sorenson |
| 2021-08-26 |
update person_title Mike Skoric: Senior Portfolio Manager / Co - Head of Research => Senior Portfolio Manager; Head of Research |
| 2021-04-21 |
insert vp Julie Lobaza |
| 2021-04-21 |
insert vp Xenia Woltmann |
| 2021-04-21 |
delete index_pages_linkeddomain factset.com |
| 2021-04-21 |
delete index_pages_linkeddomain theice.com |
| 2021-04-21 |
delete person Carole Salvato |
| 2021-04-21 |
delete phone 248-963-2977 |
| 2021-04-21 |
insert management_pages_linkeddomain cfainstitute.org |
| 2021-04-21 |
insert management_pages_linkeddomain cffpdesignations.com |
| 2021-04-21 |
insert management_pages_linkeddomain fivestarprofessional.com |
| 2021-04-21 |
insert management_pages_linkeddomain rrc-mi.com |
| 2021-04-21 |
insert person Dr. George Yang |
| 2021-04-21 |
insert person Mike Skoric |
| 2021-04-21 |
insert person Xenia Woltmann |
| 2021-04-21 |
insert phone 248-434-6550 |
| 2021-04-21 |
update person_description Dominic Garcia => Dominic Garcia |
| 2021-04-21 |
update person_title Julie Lobaza: Operations Manager => Vice President |
| 2020-01-22 |
delete source_ip 199.59.138.230 |
| 2020-01-22 |
delete source_ip 199.59.136.230 |
| 2020-01-22 |
insert source_ip 162.159.130.79 |
| 2020-01-22 |
insert source_ip 162.159.129.79 |
| 2020-01-22 |
update website_status IndexPageFetchError => OK |
| 2019-08-10 |
update website_status OK => IndexPageFetchError |
| 2019-07-10 |
delete source_ip 184.106.55.132 |
| 2019-07-10 |
insert index_pages_linkeddomain factset.com |
| 2019-07-10 |
insert index_pages_linkeddomain theice.com |
| 2019-07-10 |
insert source_ip 199.59.138.230 |
| 2019-07-10 |
insert source_ip 199.59.136.230 |
| 2019-04-19 |
delete president Dominic Garcia |
| 2019-04-19 |
delete index_pages_linkeddomain tradingview.com |
| 2019-04-19 |
insert alias Rochester Wealth Strategies, LLC |
| 2019-04-19 |
insert industry_tag advisory |
| 2019-04-19 |
update person_title Dominic Garcia: Financial Advisor; President => President & Wealth Manager |