PREFERRED WEALTH ADVISORS - History of Changes


DateDescription
2025-04-06 insert email er..@preferredwealthadvisors.com
2025-04-06 insert person Erin Semler
2025-04-06 update person_description Ryan Fountain => Ryan Fountain
2025-02-02 delete address 6562 Lake Rd. # 1, Windsor, WI 53598
2025-02-02 delete phone (608) 292-5758
2025-02-02 insert address 6562 Lake Road Suite 1 Windsor, WI 53598
2025-02-02 update primary_contact 6562 Lake Rd. # 1, Windsor, WI 53598 => 6562 Lake Road, Suite 1, Windsor, WI 53598
2025-02-02 update website_status IndexPageFetchError => OK
2024-12-28 update website_status OK => IndexPageFetchError
2024-11-22 update website_status IndexPageFetchError => OK
2024-10-09 update website_status OK => IndexPageFetchError
2024-04-09 update person_title Ryan Fountain: Financial Services Associate => Paraplanner
2024-03-10 delete about_pages_linkeddomain advgrp.co
2024-03-10 delete contact_pages_linkeddomain advgrp.co
2024-03-10 delete index_pages_linkeddomain advgrp.co
2024-03-10 delete management_pages_linkeddomain advgrp.co
2024-03-10 delete partner_pages_linkeddomain advgrp.co
2024-03-10 delete service_pages_linkeddomain advgrp.co
2024-03-10 insert about_pages_linkeddomain osaic.com
2024-03-10 insert contact_pages_linkeddomain osaic.com
2024-03-10 insert index_pages_linkeddomain osaic.com
2024-03-10 insert management_pages_linkeddomain osaic.com
2024-03-10 insert partner Osaic Wealth, Inc.
2024-03-10 insert partner_pages_linkeddomain osaic.com
2024-03-10 insert service_pages_linkeddomain osaic.com
2023-06-23 insert founder Cynthia O'Connell
2023-06-23 insert phone (608) 292-5758
2023-06-23 update person_title Cynthia O'Connell: Financial Advisor => Founder; Financial Advisor
2023-06-23 update person_title Derek Leighton: in 2021 As a Financial Advisor; Financial Advisor => in 2021 As a Financial Advisor; Financial Advisor; Partner
2023-05-06 delete source_ip 104.16.65.197
2023-05-06 delete source_ip 104.16.66.197
2023-05-06 delete source_ip 104.16.67.197
2023-05-06 delete source_ip 104.16.68.197
2023-05-06 delete source_ip 104.16.69.197
2023-05-06 insert source_ip 104.17.167.172
2023-05-06 insert source_ip 104.17.168.172
2023-05-06 insert source_ip 104.17.169.172
2023-05-06 insert source_ip 104.17.170.172
2023-05-06 insert source_ip 104.17.171.172
2023-03-23 update person_description Jill Klos => Jill Klos
2023-03-23 update person_title Jill Klos: Office Manager => Client Relationship Manager
2023-02-08 insert email be..@preferredwealthadvisors.com
2023-02-08 insert person Becky Frey
2022-12-15 delete person Alexis O'Connell
2022-11-07 insert about_pages_linkeddomain advgrp.co
2022-11-07 insert contact_pages_linkeddomain advgrp.co
2022-11-07 insert email ry..@preferredwealthadvisors.com
2022-11-07 insert index_pages_linkeddomain advgrp.co
2022-11-07 insert management_pages_linkeddomain advgrp.co
2022-11-07 insert partner_pages_linkeddomain advgrp.co
2022-11-07 insert person Ryan Fountain
2022-11-07 insert service_pages_linkeddomain advgrp.co
2022-08-25 delete email da..@preferredwealthadvisors.com
2022-08-25 delete person Danny Frederickson
2022-03-21 delete email al..@preferredwealthadvisors.com
2022-03-21 insert email da..@preferredwealthadvisors.com
2022-03-21 insert person Danny Frederickson
2021-02-25 insert email de..@preferredwealthadvisors.com
2021-02-25 insert person Derek Leighton
2020-09-26 insert address 6562 Lake Road, Suite 1 Windsor, WI 53598
2020-07-17 update person_description Jill Klos => Jill Klos
2020-06-17 delete email da..@preferredwealthadvisors.com
2020-06-17 delete email ke..@preferredwealthadvisors.com
2020-06-17 delete email ro..@preferredwealthadvisors.com
2020-06-17 delete email tr..@preferredwealthadvisors.com
2020-06-17 delete person David Hatz
2020-06-17 delete person Kelly Churchill
2020-06-17 delete person Rob Hatch
2020-06-17 delete person Trevor Agnew
2020-06-17 insert email al..@preferredwealthadvisors.com
2020-06-17 insert person Alexis O'Connell
2020-01-12 insert about_pages_linkeddomain caprivacy.org
2020-01-12 insert contact_pages_linkeddomain caprivacy.org
2020-01-12 insert index_pages_linkeddomain caprivacy.org
2020-01-12 insert management_pages_linkeddomain caprivacy.org
2020-01-12 insert partner_pages_linkeddomain caprivacy.org
2020-01-12 insert service_pages_linkeddomain caprivacy.org
2019-08-12 delete ceo Cyndi O'Connell
2019-08-12 delete ceo Cynthia O'Connell
2019-08-12 insert email ke..@preferredwealthadvisors.com
2019-08-12 insert email tr..@preferredwealthadvisors.com
2019-08-12 insert person Kelly Churchill
2019-08-12 insert person Trevor Agnew
2019-08-12 update person_title Cyndi O'Connell: CEO; Representative With Woodbury Financial Services => Representative With Woodbury Financial Services; Financial Advisor
2019-08-12 update person_title Cynthia O'Connell: CEO; Financial Advisor => Financial Advisor