| Date | Description |
|---|
| 2023-05-20 |
update website_status FlippedRobots => FailedRobots |
| 2023-04-19 |
update website_status FailedRobots => FlippedRobots |
| 2023-04-03 |
update website_status FlippedRobots => FailedRobots |
| 2023-03-10 |
update website_status FailedRobots => FlippedRobots |
| 2023-02-21 |
update website_status FlippedRobots => FailedRobots |
| 2023-01-29 |
update website_status FailedRobots => FlippedRobots |
| 2023-01-12 |
update website_status FlippedRobots => FailedRobots |
| 2022-12-18 |
update website_status FailedRobots => FlippedRobots |
| 2022-12-01 |
update website_status FlippedRobots => FailedRobots |
| 2022-11-08 |
update website_status FailedRobots => FlippedRobots |
| 2022-10-23 |
update website_status FlippedRobots => FailedRobots |
| 2022-09-29 |
update website_status FailedRobots => FlippedRobots |
| 2022-08-14 |
update website_status FlippedRobots => FailedRobots |
| 2022-07-24 |
update website_status FailedRobots => FlippedRobots |
| 2022-07-08 |
update website_status FlippedRobots => FailedRobots |
| 2022-06-17 |
update website_status FailedRobots => FlippedRobots |
| 2022-06-01 |
update website_status FlippedRobots => FailedRobots |
| 2022-05-12 |
update website_status FailedRobots => FlippedRobots |
| 2022-04-26 |
update website_status FlippedRobots => FailedRobots |
| 2022-03-05 |
update website_status FailedRobots => FlippedRobots |
| 2022-02-18 |
update website_status FlippedRobots => FailedRobots |
| 2021-12-02 |
update website_status OK => FlippedRobots |
| 2021-05-31 |
insert person Elliott Bottoms |
| 2021-02-18 |
delete person Elizabeth Bermudez |
| 2021-02-18 |
insert person Charles J. Daniels, Jr |
| 2021-02-18 |
update person_title Patrick E. Tylander: Co - Founder; Co - Founder and Managing Partner of SlateStone Wealth LLC; Managing Partner => Co - Founder; Founder and Co - CEO; Founder, Co - CEO; Co - Founder and Managing Partner of SlateStone Wealth LLC; Managing Partner |
| 2021-02-18 |
update person_title Sharon "Sherri" Daniels: Co - Founder; Co - Founder and Managing Partner of SlateStone Wealth LLC; Managing Partner => Co - Founder; Founder and Co - CEO; Founder, Co - CEO; Co - Founder and Managing Partner of SlateStone Wealth LLC; Managing Partner |
| 2021-01-18 |
delete person Nancy Galinsky |
| 2021-01-18 |
delete person Nicole G. Carlon |
| 2021-01-18 |
insert person Lauren Harkin |
| 2021-01-18 |
update person_description Dennis Harkin => Dennis Harkin |
| 2021-01-18 |
update person_title Dennis Harkin: Chief Data Officer => Senior Portfolio Advisor, Chief Data Officer; Member of SlateStone 's Executive |
| 2020-10-02 |
delete alias SlateStone Wealth and SlateStone Private Client, LLC |
| 2020-10-02 |
delete person Barbara Kramer |
| 2020-10-02 |
insert about_pages_linkeddomain bdreporting.com |
| 2020-10-02 |
insert contact_pages_linkeddomain bdreporting.com |
| 2020-10-02 |
insert index_pages_linkeddomain bdreporting.com |
| 2020-10-02 |
insert terms_pages_linkeddomain bdreporting.com |
| 2020-07-27 |
insert cio Christopher Kolb |
| 2020-07-27 |
insert person Christopher Kolb |
| 2020-07-27 |
update person_description Denise Karp => Denise Karp |
| 2020-07-27 |
update person_title Robert Levin: Senior Portfolio Manager; Partner => Senior Portfolio Manager |
| 2020-02-24 |
delete address 2131 E. Kirkwood, Suite 130
Southlake, TX 76092 |
| 2020-02-24 |
delete address 2843 Executive Park Drive
Weston, FL 33331 |
| 2020-02-24 |
delete fax 817-887-0833 |
| 2020-02-24 |
delete phone 817-379-0000 |
| 2020-02-24 |
insert address 2700 S. Commerce Parkway, Suite 100
Weston, FL 33331 |
| 2019-12-24 |
delete address 2255 Glades Rd, Suite 219
Boca Raton, FL 33431 |
| 2019-12-24 |
delete address 5201 E. Terrace Drive, Suite 380
Madison, WI 53718 |
| 2019-12-24 |
insert address 2255 Glades Rd, Suite 219A
Boca Raton, FL 33431 |
| 2019-12-24 |
insert address 5100 Eastpark Boulevard, Suite 320
Madison, WI 53718 |
| 2019-11-23 |
insert fax (954) 397-7188 |
| 2019-10-24 |
delete address 1615 Northern Boulevard, Suite 103
Manhasset, NY 11030 |
| 2019-10-24 |
delete address 2255 Glades Rd, Suite 210E
Boca Raton, FL 33431 |
| 2019-10-24 |
delete fax (516) 596-8583 |
| 2019-10-24 |
delete phone (516) 596-8581 |
| 2019-10-24 |
insert address 2255 Glades Rd, Suite 219
Boca Raton, FL 33431 |
| 2019-08-23 |
insert managingdirector David Bottoms |
| 2019-08-23 |
insert person David Bottoms |
| 2019-08-23 |
insert person Dennis Harkin |
| 2019-07-24 |
delete email dc..@slatestonewealth.com |
| 2019-07-24 |
delete email mk..@slatestonewealth.com |
| 2019-07-24 |
delete email pt..@slatestonewealth.com |
| 2019-07-24 |
delete email sd..@slatestonewealth.com |
| 2019-07-24 |
delete person Sherri aManaging |
| 2019-07-24 |
insert about_pages_linkeddomain finra.org |
| 2019-07-24 |
insert about_pages_linkeddomain sec.gov |
| 2019-07-24 |
insert alias SlateStone Wealth and SlateStone Private Client, LLC |
| 2019-07-24 |
insert contact_pages_linkeddomain finra.org |
| 2019-07-24 |
insert contact_pages_linkeddomain sec.gov |
| 2019-07-24 |
insert email dc..@slatestone.com |
| 2019-07-24 |
insert email mk..@slatestone.com |
| 2019-07-24 |
insert email pt..@slatestone.com |
| 2019-07-24 |
insert email sd..@slatestone.com |
| 2019-07-24 |
insert person Denise Karp |
| 2019-07-24 |
insert person Robert Levin |
| 2019-07-24 |
insert person Suzie Dean |
| 2019-07-24 |
insert person Troy C. Sorel |
| 2019-07-24 |
update person_description David J. Costigan => David J. Costigan |
| 2019-07-24 |
update person_description Patrick E. Tylander => Patrick E. Tylander |
| 2019-07-24 |
update person_description Sharon "Sherri" Daniels => Sharon "Sherri" Daniels |
| 2019-06-24 |
insert address 2843 Executive Park Drive
Weston, FL 33331 |
| 2019-06-24 |
insert alias SlateStone Private Client, LLC |
| 2019-06-24 |
insert index_pages_linkeddomain finra.org |
| 2019-06-24 |
insert index_pages_linkeddomain sec.gov |
| 2019-06-24 |
insert phone (954) 606 0777 |
| 2019-06-24 |
insert terms_pages_linkeddomain finra.org |
| 2019-06-24 |
insert terms_pages_linkeddomain sec.gov |
| 2019-05-19 |
insert about_pages_linkeddomain schwab.com |
| 2019-05-19 |
insert about_pages_linkeddomain schwab529plan.com |
| 2019-05-19 |
insert contact_pages_linkeddomain schwab.com |
| 2019-05-19 |
insert contact_pages_linkeddomain schwab529plan.com |
| 2019-05-19 |
insert index_pages_linkeddomain schwab.com |
| 2019-05-19 |
insert index_pages_linkeddomain schwab529plan.com |
| 2019-05-19 |
insert person Sherri aManaging |
| 2019-05-19 |
insert terms_pages_linkeddomain schwab.com |
| 2019-05-19 |
insert terms_pages_linkeddomain schwab529plan.com |
| 2019-05-19 |
update person_description David J. Costigan => David J. Costigan |
| 2019-05-19 |
update person_description Sharon "Sherri" Daniels => Sharon "Sherri" Daniels |