BALA FINANCIAL GROUP - History of Changes


DateDescription
2024-04-04 delete email ma..@balafinancial.com
2024-04-04 delete index_pages_linkeddomain box.com
2024-04-04 delete person Michael R. Aster
2024-04-04 delete phone 856-581-2255
2024-04-04 insert index_pages_linkeddomain libsyn.com
2023-10-04 delete contact_pages_linkeddomain advgrp.co
2023-10-04 delete email dp..@balafinancial.com
2023-10-04 delete index_pages_linkeddomain advgrp.co
2023-10-04 delete index_pages_linkeddomain libsyn.com
2023-10-04 delete management_pages_linkeddomain advgrp.co
2023-10-04 delete person Debra Pikulski
2023-10-04 delete phone 856-581-2224
2023-10-04 insert contact_pages_linkeddomain osaic.com
2023-10-04 insert index_pages_linkeddomain box.com
2023-10-04 insert index_pages_linkeddomain osaic.com
2023-10-04 insert management_pages_linkeddomain osaic.com
2023-05-24 delete source_ip 104.16.65.197
2023-05-24 delete source_ip 104.16.66.197
2023-05-24 delete source_ip 104.16.67.197
2023-05-24 delete source_ip 104.16.68.197
2023-05-24 delete source_ip 104.16.69.197
2023-05-24 insert source_ip 104.17.167.172
2023-05-24 insert source_ip 104.17.168.172
2023-05-24 insert source_ip 104.17.169.172
2023-05-24 insert source_ip 104.17.170.172
2023-05-24 insert source_ip 104.17.171.172
2023-04-05 insert index_pages_linkeddomain libsyn.com
2022-11-09 insert contact_pages_linkeddomain advgrp.co
2022-11-09 insert index_pages_linkeddomain advgrp.co
2022-11-09 insert management_pages_linkeddomain advgrp.co
2022-10-01 delete email sr..@balafinancial.com
2022-10-01 delete person Suzanne Reisser
2022-06-25 delete management_pages_linkeddomain hightail.com
2022-03-23 delete email ab..@balafinancial.com
2022-03-23 delete email lm..@balafinancial.com
2022-03-23 delete person Allison Brannen
2022-03-23 delete person Laura Malcarney
2022-03-23 insert email ar..@balafinancial.com
2022-03-23 insert email da..@balafinancial.com
2022-03-23 insert person Alicia Rowey
2022-03-23 insert person Derrick Arnold
2022-03-23 update person_description Christopher J. Mitchell => Christopher J. Mitchell
2021-09-08 update person_description Christopher J. Mitchell => Christopher J. Mitchell
2021-08-01 update person_description Christopher J. Mitchell => Christopher J. Mitchell
2021-04-06 insert email ms..@balafinancial.com
2021-04-06 insert person Molly Scott
2021-01-28 delete email ch..@lowenbergwealthmgmt.com
2021-01-28 delete email fr..@lowenbergwealthmgmt.com
2021-01-28 delete person Christine Trakes
2021-01-28 delete person Fran Mahoney
2021-01-28 insert contact_pages_linkeddomain balaplanningteam.com
2021-01-28 insert phone (610) 933-6263
2021-01-28 update person_description Julie Brufke-Wenger => Julia Brufke Wenger
2021-01-28 update person_title Allison Brannen: null => Director of Financial Operations
2021-01-28 update person_title Anthony Nicolai: Investment Financial Advisor => Investment Advisor
2021-01-28 update person_title Julia Brufke Wenger: Founder of Phoenix Tax Consultants; Partner; Investment Financial Advisor => null
2020-09-20 delete address 15 East High Street Suite C Glassboro, NJ 08028
2020-09-20 delete phone 856-307-1110
2020-09-20 update person_title Anthony Nicolai: Investment Advisor; Representative => Investment Financial Advisor
2020-07-11 update person_description Christopher J. Mitchell => Christopher J. Mitchell
2020-01-03 insert contact_pages_linkeddomain caprivacy.org
2020-01-03 insert index_pages_linkeddomain caprivacy.org
2020-01-03 insert management_pages_linkeddomain caprivacy.org
2019-07-05 delete email md..@balafinancial.com
2019-07-05 delete person Meredith Dunn
2019-07-05 delete phone 856-581-2247
2019-05-03 delete email js..@balafinancial.com
2019-05-03 delete phone 856-581-2227
2019-05-03 insert email lm..@balafinancial.com
2019-05-03 insert email md..@balafinancial.com
2019-05-03 insert person Meredith Dunn
2019-05-03 insert phone 856-581-2247
2019-05-03 insert phone 856-581-2250
2019-05-03 update person_title Debra Pikulski: Client Services Assistant => Client Services
2019-05-03 update person_title Laura MalCarney: Administrative Assistant => Client Services
2019-02-20 insert email ab..@balafinancial.com
2019-02-20 insert email js..@balafinancial.com
2019-02-20 insert person Allison Brannen