| Date | Description |
|---|
| 2023-06-18 |
delete ceo Sean M. Kelleher |
| 2023-06-18 |
delete president Sean M. Kelleher |
| 2023-06-18 |
delete vp Neil Cataldi |
| 2023-06-18 |
insert managingdirector Neil Cataldi |
| 2023-06-18 |
delete email ha..@starboardadvisorsllc.com |
| 2023-06-18 |
delete person Hannah Andrews |
| 2023-06-18 |
insert email ne..@starboardadvisorsllc.com |
| 2023-06-18 |
insert email pa..@starboardadvisorsllc.com |
| 2023-06-18 |
insert person Pam Lessard |
| 2023-06-18 |
update person_description Rita M. Newland => Rita M. Newland |
| 2023-06-18 |
update person_title Colleen Kelleher Sorrentino: Chief Investment Officer - Kelleher Financial Advisors => Managing Director - Kelleher Financial Advisors |
| 2023-06-18 |
update person_title Neil Cataldi: Vice President; Vice President - Viking Group => Managing Director |
| 2023-06-18 |
update person_title Sean M. Kelleher: Member of the Advisory Board & Investment Committee; President; President and Managing Partner - Kelleher Financial Advisors; Managing Partner => President Kelleher Financial Advisors; Member of the Advisory Board & Investment Committee; President of Wall Street Access |
| 2022-02-15 |
insert president Michael Ouellette |
| 2022-02-15 |
insert email mi..@starboardadvisorsllc.com |
| 2022-02-15 |
update person_description Michael Ouellette => Michael Ouellette |
| 2022-02-15 |
update person_title Michael Ouellette: Family Office Executive => President |
| 2021-09-27 |
delete person Ann Marie Liottta |
| 2021-06-22 |
insert person Ann Marie Liottta |
| 2021-02-05 |
delete otherexecutives Hugh O'Donnell |
| 2021-02-05 |
delete otherexecutives Michael Ouellette |
| 2021-02-05 |
insert otherexecutives Joan Benoit Samuelson |
| 2021-02-05 |
insert vp Neil Cataldi |
| 2021-02-05 |
insert address 100 Wall Street, Suite 804
New York, NY 10005 |
| 2021-02-05 |
insert email ha..@starboardadvisorsllc.com |
| 2021-02-05 |
insert index_pages_linkeddomain emaplan.com |
| 2021-02-05 |
insert index_pages_linkeddomain kf-advisors.com |
| 2021-02-05 |
insert management_pages_linkeddomain emaplan.com |
| 2021-02-05 |
insert person Neil Cataldi |
| 2021-02-05 |
update person_description Hugh O'Donnell => Hugh O'Donnell |
| 2021-02-05 |
update person_title Hugh O'Donnell: Chief Investment Officer and Associate Vice President at Colby College; Member of the Investment Committee => Founder and Managing Partner of True Equity |
| 2021-02-05 |
update person_title Joan Benoit Samuelson: Member of the Advisory Board => Professional Athlete & Spokesperson; Member of the Advisory Board & Investment Committee |
| 2021-02-05 |
update person_title Michael Ouellette: Investment Committee; Member of the Investment Committee => Family Office Executive |
| 2019-09-18 |
delete otherexecutives Christopher DeMeo |
| 2019-09-18 |
delete otherexecutives Russell O'Brien |
| 2019-09-18 |
insert ceo Sean M. Kelleher |
| 2019-09-18 |
insert president Sean M. Kelleher |
| 2019-09-18 |
delete associated_investor State Street Global Advisors |
| 2019-09-18 |
delete person Christopher DeMeo |
| 2019-09-18 |
delete person Russell O'Brien |
| 2019-09-18 |
update person_description Arthur L. Goetchius => Arthur L. Goetchius |
| 2019-09-18 |
update person_description Bart Haag => Bart Haag |
| 2019-09-18 |
update person_description Sean M. Kelleher => Sean M. Kelleher |
| 2019-09-18 |
update person_description Tom Burnett => Tom Burnett |
| 2019-09-18 |
update person_title Arthur L. Goetchius: Member of the Advisory Board; Chief Executive Officer - Wall Street Access => Member of the Advisory Board; Chief Executive Officer - Kelleher Financial Advisors |
| 2019-09-18 |
update person_title Colleen Kelleher Sorrentino: Managing Director - Wall Street Access; Member of the Investment Committee => Chief Investment Officer - Kelleher Financial Advisors; Member of the Investment Committee |
| 2019-09-18 |
update person_title Sean M. Kelleher: Member of the Advisory Board; President - Wall Street Access => Member of the Advisory Board; President; President and Managing Partner - Kelleher Financial Advisors; Managing Partner |
| 2019-09-18 |
update person_title Tom Burnett: Vice Chairman and Director of Research - Wall Street Access; Member of the Investment Committee => Vice Chairman and Director of Research - Kelleher Financial Advisors; Member of the Investment Committee |
| 2019-05-30 |
delete index_pages_linkeddomain wsaccess.com |