UNITED WEALTH ADVISORS GROUP - History of Changes


DateDescription
2024-04-07 insert otherexecutives Steve Valerius
2024-04-07 delete address 19607 NY-3 Watertown, NY 13601
2024-04-07 insert about_pages_linkeddomain ameritas.com
2024-04-07 insert contact_pages_linkeddomain ameritas.com
2024-04-07 insert email st..@uwagllc.com
2024-04-07 insert index_pages_linkeddomain ameritas.com
2024-04-07 insert management_pages_linkeddomain ameritas.com
2024-04-07 insert partner Ameritas Advisory Services, LLC
2024-04-07 insert partner_pages_linkeddomain ameritas.com
2024-04-07 insert person Steve Valerius
2024-04-07 insert service_pages_linkeddomain ameritas.com
2023-10-16 insert marketing_emails ma..@uwagllc.com
2023-10-16 delete address 35 Sugar Mill Dr Okatie, SC 29909
2023-10-16 delete email ar..@ltplans.com
2023-10-16 insert address 19607 NY-3 Watertown, NY 13601
2023-10-16 insert email ma..@uwagllc.com
2023-06-18 delete about_pages_linkeddomain thediconcierge.com
2023-06-18 delete contact_pages_linkeddomain thediconcierge.com
2023-06-18 delete index_pages_linkeddomain thediconcierge.com
2023-06-18 delete partner_pages_linkeddomain thediconcierge.com
2023-06-18 delete service_pages_linkeddomain thediconcierge.com
2023-04-20 insert otherexecutives Josh Wilcox
2023-04-20 delete email bo..@uclfinancial.com
2023-04-20 delete email ka..@afpgroup.com
2023-04-20 delete email mc..@acaciafinancialgroup.com
2023-04-20 delete email rk..@aicinvest.com
2023-04-20 delete email rm..@wealthsolutionsllc.net
2023-04-20 delete email rm..@aicinvest.com
2023-04-20 delete email sa..@upallc.com
2023-04-20 delete email sk..@uclfinancial.com
2023-04-20 delete email sr..@aicinvest.com
2023-04-20 delete email st..@uclfinancial.com
2023-04-20 delete email ti..@uclfinancial.com
2023-04-20 delete email za..@uwagllc.com
2023-04-20 delete person Bob Masson
2023-04-20 delete person C. Robert Brown, Sr.
2023-04-20 delete person Karen Leba Baker
2023-04-20 delete person Michael Cappo
2023-04-20 delete person Ross Kraft
2023-04-20 delete person Ross Massey
2023-04-20 delete person Sheryl J. Klehr-Ottinger
2023-04-20 delete person Steven D. Sheppard
2023-04-20 delete person Steven Ruiz
2023-04-20 delete person Susan L. Sifford
2023-04-20 delete person Tatem Ruiz
2023-04-20 delete person Timothy J. Moran
2023-04-20 delete person Zachary Allen
2023-04-20 delete phone 225-938-5823
2023-04-20 delete phone 315-794-6522
2023-04-20 delete phone 504-831-4494 x229
2023-04-20 delete phone 843-301-0074
2023-04-20 delete phone 901-758-0362
2023-04-20 delete phone 901-758-1500 ext 0115
2023-04-20 delete phone 901-758-1500 ext 0125
2023-04-20 delete phone 901-758-1500 ext 116
2023-04-20 delete phone 901-758-1500 ext 122
2023-04-20 delete phone 985-888-6103
2023-04-20 delete source_ip 104.16.65.197
2023-04-20 delete source_ip 104.16.66.197
2023-04-20 delete source_ip 104.16.67.197
2023-04-20 delete source_ip 104.16.68.197
2023-04-20 delete source_ip 104.16.69.197
2023-04-20 insert email jo..@uwagllc.com
2023-04-20 insert person Josh Wilcox
2023-04-20 insert source_ip 104.17.167.172
2023-04-20 insert source_ip 104.17.168.172
2023-04-20 insert source_ip 104.17.169.172
2023-04-20 insert source_ip 104.17.170.172
2023-04-20 insert source_ip 104.17.171.172
2022-12-05 delete email za..@aicinvest.com
2022-12-05 insert email sa..@upallc.com
2022-12-05 insert email za..@uwagllc.com
2022-12-05 insert phone 843-301-0074
2022-10-29 insert cfo Julie Georgelakos
2022-10-29 delete address 1101 Wootton Parkway Suite 450 Rockville, MD 20852
2022-10-29 delete email an..@wealthadvisorsgroupllc.com
2022-10-29 delete email bs..@uwagllc.com
2022-10-29 delete person Ana Meyers
2022-10-29 delete person Jon Milliken
2022-10-29 delete phone 315-502-4183
2022-10-29 insert address 35 Sugar Mill Dr Okatie, SC 29909
2022-10-29 insert email ar..@ltplans.com
2022-10-29 insert email jg..@uwagllc.com
2022-10-29 insert person Julie Georgelakos
2022-10-29 insert phone 585-728-9191
2022-10-29 update primary_contact 1101 Wootton Parkway Suite 450 Rockville, MD 20852 => 35 Sugar Mill Dr Okatie, SC 29909
2022-07-10 delete president Brian Steiner
2022-07-10 delete person Brian Steiner
2022-07-10 delete person Zach Allen
2022-07-10 insert person Zachary Allen
2022-06-09 delete email jv..@uwagllc.com
2022-06-09 delete person Jennifer Verges
2022-03-09 delete address 3500 N Causeway Blvd. Suite 830 Metairie, LA 70002
2022-03-09 delete email jm..@wealthsolutionsllc.net
2022-03-09 delete email th..@wealthadvisorsgroupllc.com
2022-03-09 delete person Thomas Baker
2022-03-09 insert address 3500 N Causeway Blvd. Suite 1500 Metairie, LA 70002
2022-03-09 insert management_pages_linkeddomain forbes.com
2021-09-06 insert about_pages_linkeddomain thediconcierge.com
2021-09-06 insert contact_pages_linkeddomain thediconcierge.com
2021-09-06 insert email au..@wealthadvisorsgroupllc.com
2021-09-06 insert email th..@wealthadvisorsgroupllc.com
2021-09-06 insert person Austin Cecil
2021-09-06 insert person Thomas Baker
2021-09-06 insert phone 301-280-1458
2021-09-06 insert service_pages_linkeddomain thediconcierge.com
2021-09-06 update person_title Jennifer Verges: VP of Marketing & Business Development => VP of Marketing & Communication
2021-07-29 delete email jg..@wealthsolutionsllc.com
2021-07-29 insert email jg..@uwagllc.com
2021-06-23 insert president Brian Steiner
2021-06-23 delete address 611 N Nevada Ave Suite 4 Colorado Springs, CO 80903
2021-06-23 delete address 7315 Wisconsin Avenue 10th Floor, West Tower Bethesda, MD 20814
2021-06-23 delete contact_pages_linkeddomain randykilgore.com
2021-06-23 delete email br..@acaciafinancialgroup.com
2021-06-23 delete email da..@uclfinancial.com
2021-06-23 delete email do..@aicinvest.com
2021-06-23 delete email gi..@afpgroup.com
2021-06-23 delete email lu..@uclfinancial.com
2021-06-23 delete person Dan Orcutt
2021-06-23 delete person David M. Brown
2021-06-23 delete person Luke Franklin
2021-06-23 delete phone 901-261-0112
2021-06-23 delete phone 901-755-0397
2021-06-23 insert address 1101 Wooton Pkwy, Suite 450 Rockville, MD 20852
2021-06-23 insert address 1855 South Pearl Street Suite 6 Denver, CO 80210
2021-06-23 insert email bs..@uwagllc.com
2021-06-23 insert email jm..@acaciafinancialgroup.com
2021-06-23 insert person Brian Steiner
2021-04-24 delete email rk..@gmail.com
2021-04-24 insert address 1101 Wootton Parkway Suite 450 Rockville, MD 20852
2021-04-24 insert email da..@uclfinancial.com
2021-04-24 insert email do..@aicinvest.com
2021-04-24 insert email ka..@afpgroup.com
2021-04-24 insert email rm..@aicinvest.com
2021-04-24 insert person Dan Orcutt
2021-04-24 insert person David M. Brown
2021-04-24 insert person Karen Leba Baker
2021-04-24 insert phone 504-831-4494 x229
2021-04-24 insert phone 713-561-8159
2021-04-24 insert phone 901-261-0112
2021-04-24 update person_title Steven Ruiz: Financial Advisor ( RRI ) => Financial Advisor
2021-02-21 delete email ha..@aicinvest.com
2021-02-21 delete email nf..@aicinvest.com
2021-02-21 insert email hf..@uwagllc.com
2021-02-21 insert email nf..@uwagllc.com
2021-02-21 insert email rk..@aicinvest.com
2021-02-21 insert email rm..@wealthsolutionsllc.net
2021-02-21 insert email za..@aicinvest.com
2021-02-21 insert person Ross Kraft
2021-02-21 insert person Ross Massey
2021-02-21 insert person Zach Allen
2021-01-21 delete email be..@wealthadvisorsgroupllc.com
2021-01-21 delete email ma..@aicinvest.com
2021-01-21 delete person Anthony M. Domenico
2021-01-21 delete person Ben Grossman
2021-01-21 insert email ma..@uclfinancial.com
2020-07-31 insert email lu..@uclfinancial.com
2020-07-31 insert person Luke Franklin
2020-06-01 update person_description Rebecca Brown Schulter => Rebecca Brown Schulter
2020-06-01 update person_title Rebecca Brown Schulter: Agent ( UCL ) => Financial Planner ( UCL )
2020-05-01 insert email ha..@aicinvest.com
2020-05-01 insert email nj..@aicinvest.com
2020-05-01 insert person Hayden Freeman
2020-05-01 insert person Nicole Jones
2020-05-01 update person_description Jon Milliken => Jon Milliken
2020-03-02 delete email da..@uclfinancial.com
2020-03-02 delete email ka..@afpgroup.com
2020-03-02 delete person David M. Brown
2020-03-02 delete person Karen Leba Baker
2020-01-01 insert about_pages_linkeddomain caprivacy.org
2020-01-01 insert contact_pages_linkeddomain caprivacy.org
2020-01-01 insert index_pages_linkeddomain caprivacy.org
2020-01-01 insert management_pages_linkeddomain caprivacy.org
2020-01-01 insert service_pages_linkeddomain caprivacy.org
2019-10-02 delete email jm..@acaciafinancialgroup.com
2019-10-02 insert email jm..@wealthsolutionsllc.net
2019-09-02 delete email bg..@acaciafinancialgroup.com
2019-09-02 delete email jv..@wealthsolutionsllc.net
2019-09-02 insert email bl..@thediconcierge.com
2019-09-02 insert management_pages_linkeddomain thediconcierge.com
2019-09-02 update person_description John Worrel Jr. => John Worrel Jr.
2019-07-03 insert email jv..@wealthsolutionsllc.net
2019-07-03 insert email mc..@acaciafinancialgroup.com
2019-07-03 insert person Jennifer Verges
2019-07-03 insert person Michael Cappo
2019-05-01 delete person Dan Orcutt
2019-05-01 delete person Joel Steele
2019-05-01 delete person Joyce Davies
2019-05-01 delete person Kenneth Coyle
2019-05-01 delete person Kevin Schmadel
2019-04-01 delete cfo Ana Meyers
2019-04-01 delete email cb..@aicinvest.com
2019-04-01 delete email ka..@aicinvest.com
2019-04-01 delete email rs..@aicinvest.com
2019-04-01 insert email bo..@uclfinancial.com
2019-04-01 insert email ka..@uwagllc.com
2019-04-01 insert email re..@uclfinancial.com
2019-04-01 insert person Kate Kilgore Cihon
2019-04-01 update person_title Ana Meyers: Director of Finance => Director of Finance ( WAG )
2019-04-01 update person_title Anthony M. Domenico: Financial Representative => Financial Professional ( WAG )
2019-04-01 update person_title Bob Masson: Agent; Senior Producer With Acacia Financial Group => Agent ( AFG ); Senior Producer With Acacia Financial Group
2019-04-01 update person_title David M. Brown: Partner => Partner ( UCL )
2019-04-01 update person_title Jennifer Dettman: Compliance Consultant => Compliance Consultant ( UCL )
2019-04-01 update person_title Karen Leba Baker: Financial Professional => Financial Professional ( AFP )
2019-04-01 update person_title Michael Dreve: Agent => Agent ( UCL )
2019-04-01 update person_title Neil Freeman: Financial Advisor => Financial Advisor ( UPA )
2019-04-01 update person_title Qaadir Williams: Financial Advisor => Financial Advisor ( AFP )
2019-04-01 update person_title Rebecca Brown Schulter: Agent => Agent ( UCL )
2019-04-01 update person_title Steven D. Sheppard: Agent => Agent ( UCL )
2019-04-01 update person_title Steven Ruiz: Financial Advisor => Financial Advisor ( RRI )
2019-04-01 update person_title Susan L. Sifford: Pension Administrator => Pension Administrator ( UWAG, LLC )
2019-02-19 delete contact_pages_linkeddomain hotjar.com
2019-02-19 delete management_pages_linkeddomain hotjar.com
2019-02-19 delete partner_pages_linkeddomain hotjar.com
2019-01-10 delete about_pages_linkeddomain hotjar.com
2019-01-10 delete email mi..@wealthadvisorsgroupllc.com
2019-01-10 delete email we..@gmail.com
2019-01-10 delete person Robert Weiss
2019-01-10 insert address 3500 N Causeway Blvd. Suite 830 Metairie, LA 70002
2019-01-10 insert contact_pages_linkeddomain acaciafinancialgroup.com
2019-01-10 insert email br..@acaciafinancialgroup.com
2019-01-10 insert fax 504-834-4488
2019-01-10 insert phone 504-831-494
2019-01-10 update person_title Michael Dreve: Partner => Agent