FIVE STAR WEALTH MANAGER AWARD - History of Changes


DateDescription
2024-10-23 delete person Daria J. Zalewska
2024-10-23 insert address 211 Kennedy Drive Putnam, CT 06260
2024-10-23 update person_title Jim Zahansky: Principal / Managing Partner at Weiss => Principal / Managing Partner and Chief Strategist at WHZ Strategic Wealth Advisors
2024-09-22 delete phone (401) 523-7191
2024-09-22 insert person Tanner Sargent
2024-09-22 update person_title Daria J. Zalewska: Senior Associate; Senior Associate, Paraplanner => Senior Associate
2024-08-21 delete career_pages_linkeddomain urldefense.com
2024-07-19 insert person Kevin Le
2024-06-15 delete industry_tag fiduciary wealth management
2024-06-15 insert career_pages_linkeddomain urldefense.com
2024-03-18 delete person Leisl L. Cording
2024-03-18 delete person Matthew Allen
2024-03-18 insert person Ashley Robbins
2024-03-18 insert person Leisl L. Langevin
2024-03-18 update person_title Brandon Koehler: Client Relationship Associate => Client Relationship Senior Associate
2024-03-18 update person_title Jillian Smick: Associate, Client Experience Concierge => Senior Associate, Client Experience & Relationships
2023-09-27 insert career_pages_linkeddomain indeed.com
2023-09-27 insert person Kayla Densmore
2023-09-27 update person_title Brandon Koehler: Associate, Client Service; Client Service Associate => Client Relationship Associate
2023-09-27 update person_title Hailey Costa: Manager, Client Service => Client Relationship Manager
2023-09-27 update person_title Matthew Allen: Associate, Client Service; Client Service Associate => Client Relationship Associate
2023-07-22 delete career_pages_linkeddomain indeed.com
2023-06-16 insert career_pages_linkeddomain indeed.com
2023-06-16 update person_description Jim Zahansky => Jim Zahansky
2023-06-16 update person_title Holly Wanegar: Associate Vice President, Wealth Manager => null
2023-04-20 delete career_pages_linkeddomain indeed.com
2023-04-20 delete person Shandy Chen
2023-04-20 insert management_pages_linkeddomain fivestarprofessional.com
2023-04-20 insert person Daria Zalewska
2023-04-20 update person_description Laurence Hale => Laurence Hale
2023-02-16 update person_description Hailey Costa => Hailey Costa
2023-02-16 update person_description Holly Wanegar => Holly Wanegar
2023-02-16 update person_title Hailey Costa: Senior Associate, Client Service => Manager, Client Service
2023-02-16 update person_title Holly Wanegar: Director, Client Service => Associate Vice President, Wealth Manager
2023-02-16 update person_title Kate Pitts: Director, Client Experience & Relationships => Associate Vice President, Client Experience & Relationships
2023-01-15 delete address 392-B Merrow Road Tolland, CT 06084
2023-01-15 insert address 392-A Merrow Road Tolland, CT 06084
2022-11-13 delete source_ip 104.18.10.20
2022-11-13 delete source_ip 104.18.11.20
2022-11-13 insert source_ip 18.209.242.7
2022-11-13 insert source_ip 3.88.95.32
2022-09-11 insert email bk..@whzwealth.com
2022-09-11 insert person Brandon Koehler
2022-07-11 insert email wa..@whzwealth.com
2022-07-11 insert person Will Armstead
2022-05-11 delete email rl..@whzwealth.com
2022-05-11 delete person Rebecca Lewis
2022-05-11 insert email mb..@whzwealth.com
2022-05-11 insert person Michael Baum
2022-03-10 update person_description James Zahansky => James Zahansky
2021-12-07 delete founder James Weiss
2021-12-07 delete person James Weiss
2021-12-07 insert career_pages_linkeddomain indeed.com
2021-12-07 insert email hc..@whzwealth.com
2021-12-07 insert email js..@whzwealth.com
2021-12-07 insert email ma..@whzwealth.com
2021-12-07 insert person Hailey Costa
2021-12-07 insert person Jillian Smick
2021-12-07 insert person Matthew Allen
2021-08-08 delete career_pages_linkeddomain indeed.com
2021-08-08 delete email ho..@whzwealth.com
2021-08-08 delete person Heather O'Rourke
2021-07-09 delete email kg..@whzwealth.com
2021-07-09 delete person Kelly Graves
2021-07-09 update person_title Holly Wanegar: Manager, Operations & Analytics => Director, Client Service
2021-07-09 update person_title Rebecca Lewis: Associate, Client Services & Administration => Senior Associate, Administration and Client Service
2021-06-07 insert associated_investor State Street Global Advisors
2021-06-07 insert career_pages_linkeddomain indeed.com
2021-06-07 insert email kp..@whzwealth.com
2021-06-07 insert person Kate Pitts
2021-06-07 update person_description Leisl L. Cording => Leisl L. Cording
2021-02-19 delete career_pages_linkeddomain indeed.com
2021-01-19 delete email bl..@whzwealth.com
2021-01-19 delete email hv..@whzwealth.com
2021-01-19 delete email jr..@whzwealth.com
2021-01-19 delete person Heather Vogt
2021-01-19 delete person Jarell Roberts
2021-01-19 insert career_pages_linkeddomain indeed.com
2021-01-19 insert email rl..@whzwealth.com
2020-07-14 update website_status FlippedRobots => OK
2020-06-18 update website_status OK => FlippedRobots
2019-08-15 delete email db..@whzwealth.com
2019-08-15 delete email jg..@whzwealth.com
2019-08-15 delete email rl..@whzwealth.com
2019-08-15 delete email sc..@whzwealth.com
2019-08-15 delete person Diego Briones
2019-08-15 delete person Jacob Guertin
2019-08-15 insert email bl..@whzwealth.com
2019-08-15 insert email hv..@whzwealth.com
2019-08-15 insert email hw..@whzwealth.com
2019-08-15 insert email jr..@whzwealth.com
2019-08-15 insert person Heather Vogt
2019-08-15 insert person Holly Wanegar
2019-08-15 insert person Jarell Roberts
2019-08-15 update person_description Rebecca Lewis => Rebecca Lewis
2019-08-15 update person_description Shandy Chen => Shandy Chen
2019-08-15 update person_title Rebecca Lewis: Associate, Client Service & Administration => Associate, Client Services & Administration
2019-08-15 update person_title Shandy Chen: Manager, Portfolio Analytics & Operations => Investment Analyst
2019-05-14 delete email bl..@whzwealth.com
2019-05-14 insert email rl..@whzwealth.com
2019-04-06 delete source_ip 107.20.138.93
2019-04-06 insert source_ip 104.18.10.20
2019-04-06 insert source_ip 104.18.11.20