| Date | Description |
|---|
| 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 |