| Date | Description |
|---|
| 2023-05-20 |
delete ceo Don Harrington |
| 2023-05-20 |
insert cmo Kerry St. George |
| 2023-05-20 |
insert managingdirector David Baum |
| 2023-05-20 |
insert vp Tom Cook |
| 2023-05-20 |
delete address 100 Grandview Road, #404
Braintree, MA 02184 |
| 2023-05-20 |
delete address 427 New Karner Road, #7
Albany, NY 12205 |
| 2023-05-20 |
delete person Brad Kidd |
| 2023-05-20 |
delete person Chris Gomulka |
| 2023-05-20 |
delete person Evelyn Velez |
| 2023-05-20 |
insert address 40 British American Blvd., 2nd Fl.
Latham, NY 12110 |
| 2023-05-20 |
insert address Park #107
Braintree, MA 02184 |
| 2023-05-20 |
insert industry_tag benefits consulting and asset management |
| 2023-05-20 |
insert person David Baum |
| 2023-05-20 |
insert person Earl Schwabe |
| 2023-05-20 |
insert person Jeffrey Hogg |
| 2023-05-20 |
insert person Jennifer Fristachi |
| 2023-05-20 |
insert person Kerry St. George |
| 2023-05-20 |
insert person Lara Smith |
| 2023-05-20 |
insert person Lizz Holmes |
| 2023-05-20 |
update person_description Don Harrington => Don Harrington |
| 2023-05-20 |
update person_title Don Harrington: Senior Managing Director => Senior Advisor |
| 2023-05-20 |
update person_title Tom Cook: Senior Consultant; Senior Consultant With => Vice President |
| 2022-05-01 |
insert person Mena Haile |
| 2022-02-10 |
insert person Amanda Hickman |
| 2022-02-10 |
insert person Bert Ward |
| 2022-02-10 |
insert person Chip Seybel |
| 2021-09-12 |
insert person Christien Avant |
| 2021-07-16 |
delete source_ip 159.203.141.45 |
| 2021-07-16 |
insert source_ip 151.101.194.159 |
| 2021-07-16 |
update robots_txt_status capacuity.com: 200 => 0 |
| 2021-07-16 |
update robots_txt_status www.capacuity.com: 200 => 0 |
| 2021-04-18 |
delete person Matt Farwick |
| 2021-02-25 |
insert solution_pages_linkeddomain atlasfinancialpartners.com |
| 2021-01-24 |
delete coo Stew Cowles |
| 2021-01-24 |
insert otherexecutives Mike Porter |
| 2021-01-24 |
insert partner Plan Advisors |
| 2021-01-24 |
insert person Evelyn Velez |
| 2021-01-24 |
insert person Hema Ford |
| 2021-01-24 |
insert person Kerry Rubin |
| 2021-01-24 |
insert person Lisa Yager |
| 2021-01-24 |
insert person Liza Sepulveda |
| 2021-01-24 |
insert person Matt Farwick |
| 2021-01-24 |
insert person Michael Sprouse |
| 2021-01-24 |
insert person Ted Woloszyn |
| 2021-01-24 |
insert person Terri Moore |
| 2021-01-24 |
update person_description Chris Gomulka => Chris Gomulka |
| 2021-01-24 |
update person_title Chris Gomulka: Senior Investment Analyst => Manager, Strategic Initiatives |
| 2021-01-24 |
update person_title Julie Ash: Director, Client Services; Client Manager => Director, Implementation and Client Management |
| 2021-01-24 |
update person_title Mike Porter: Vice President => Vice President, Client Services |
| 2021-01-24 |
update person_title Stew Cowles: Director of Operations => Director, Strategic Initiatives |
| 2020-09-24 |
insert ceo Donald Harrington |
| 2020-09-24 |
insert coo Stew Cowles |
| 2020-09-24 |
insert svp Scott Seibel |
| 2020-09-24 |
insert person Brad Kidd |
| 2020-09-24 |
insert person Chris Gomulka |
| 2020-09-24 |
insert person Glen White |
| 2020-09-24 |
insert person Jennifer See |
| 2020-09-24 |
insert person Julie Ash |
| 2020-09-24 |
insert person Stew Cowles |
| 2020-09-24 |
update person_title Donald Harrington: Managing Director => Senior Managing Director; Managing Director |
| 2020-09-24 |
update person_title Scott Seibel: Managing Director => Senior Vice President; Managing Director |
| 2020-02-14 |
insert vp Michael Porter |
| 2020-02-14 |
insert person Michael Porter |
| 2019-12-10 |
delete managingdirector David J. Marshall |
| 2019-12-10 |
insert otherexecutives Terry Adams |
| 2019-12-10 |
delete person David J. Marshall |
| 2019-12-10 |
insert person Terry Adams |
| 2019-10-10 |
delete address Parkway, Ste. 350
Lake Mary, FL 32746 |
| 2019-10-10 |
insert address 100 Grandview Road, #404
Braintree, MA 02184 |
| 2019-10-10 |
insert address 427 New Karner Road, #7
Albany, NY 12205 |
| 2019-09-09 |
insert managingdirector Donald Harrington |
| 2019-09-09 |
insert managingdirector Scott Seibel |
| 2019-09-09 |
insert contact_pages_linkeddomain finra.org |
| 2019-09-09 |
insert index_pages_linkeddomain finra.org |
| 2019-09-09 |
insert management_pages_linkeddomain finra.org |
| 2019-09-09 |
insert person Donald Harrington |
| 2019-09-09 |
insert person Scott Seibel |
| 2019-09-09 |
insert terms_pages_linkeddomain finra.org |
| 2019-08-10 |
delete contact_pages_linkeddomain finra.org |
| 2019-08-10 |
delete index_pages_linkeddomain finra.org |
| 2019-08-10 |
delete management_pages_linkeddomain finra.org |
| 2019-08-10 |
delete terms_pages_linkeddomain finra.org |
| 2019-07-10 |
insert cto Hemant Srivastava |
| 2019-07-10 |
insert managingdirector DAVID W. STECHER |
| 2019-07-10 |
insert person DAVID W. STECHER |
| 2019-07-10 |
insert person Hemant Srivastava |
| 2019-06-09 |
update person_description Tom Cook => Tom Cook |
| 2019-05-10 |
delete address 300 International Parkway
Lake Mary, FL 32746 |
| 2019-05-10 |
insert address 300 International Pkwy, #350, Lake Mary, FL 32746 |
| 2019-05-10 |
insert alias CapAcuity Securities, Inc. |
| 2019-05-10 |
insert contact_pages_linkeddomain finra.org |
| 2019-05-10 |
insert index_pages_linkeddomain finra.org |
| 2019-05-10 |
insert management_pages_linkeddomain finra.org |
| 2019-05-10 |
insert person Tom Cook |
| 2019-05-10 |
insert terms_pages_linkeddomain finra.org |
| 2019-05-10 |
update primary_contact 300 International Parkway
Lake Mary, FL 32746 => 300 International Pkwy, #350, Lake Mary, FL 32746 |