Date | Description |
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 |