| Date | Description |
|---|
| 2025-05-21 |
insert otherexecutives Cade Debus |
| 2025-05-21 |
insert person Cade Debus |
| 2025-01-27 |
insert managingdirector Vance Brown |
| 2025-01-27 |
insert index_pages_linkeddomain advisorhub.com |
| 2025-01-27 |
insert index_pages_linkeddomain delorenzofinancialgroup.com |
| 2025-01-27 |
insert management_pages_linkeddomain delorenzofinancialgroup.com |
| 2025-01-27 |
insert person Kevin Filosa |
| 2025-01-27 |
insert person Vance Brown |
| 2025-01-27 |
insert service_pages_linkeddomain delorenzofinancialgroup.com |
| 2025-01-27 |
update website_status IndexPageFetchError => OK |
| 2024-12-21 |
update website_status OK => IndexPageFetchError |
| 2024-11-14 |
insert email jh..@coastlinewealth.com |
| 2024-11-14 |
insert person Timothy Longo |
| 2024-10-03 |
delete person Steffan H. Hagendorf |
| 2024-10-03 |
insert person Connor Hall |
| 2024-10-03 |
insert person Jaclyn N. Harvey |
| 2024-10-03 |
insert person Kevin McPhee |
| 2024-06-25 |
delete founder Cindy Grauer |
| 2024-06-25 |
delete address 1914 Countess Ct,
Naples Fl 34110 |
| 2024-06-25 |
delete address 5225-43 Nesconset Hwy, Building 8
Port Jefferson Station, NY 11776 |
| 2024-06-25 |
delete email bc..@coastlinewealth.com |
| 2024-06-25 |
delete person Brielle Caro |
| 2024-06-25 |
insert person Kathleen Godfrey |
| 2024-06-25 |
insert person Laquita Turner |
| 2024-06-25 |
insert person Patrick Ghosh |
| 2024-06-25 |
update person_title Cindy Grauer: Founder and Managing Partner of Coastline Wealth Management; Founder; Financial Advisor => Founder & President of Client Relations; Founder and Managing Partner of Coastline Wealth Management |
| 2024-04-09 |
update person_description Stephen Mincone => Stephen Mincone |
| 2024-03-09 |
delete address 4851 Tamiami Trail North
Suite 200
Naples, FL 34103 |
| 2024-03-09 |
delete person Frederick Hill |
| 2024-03-09 |
delete person Jerry Cohen |
| 2024-03-09 |
insert address 1914 Countess Ct,
Naples Fl 34110 |
| 2024-03-09 |
insert email bc..@coastlinewealth.com |
| 2024-03-09 |
insert person Angela Daggett |
| 2024-03-09 |
insert person Brielle Caro |
| 2024-03-09 |
insert person Megan Caulfield |
| 2024-03-09 |
update person_description Stephen Mincone => Stephen Mincone |
| 2023-09-01 |
delete person Jeffrey M. Coffey |
| 2023-09-01 |
delete person Joseph Nupieri |
| 2023-09-01 |
delete person Mike Coffey |
| 2023-09-01 |
insert about_pages_linkeddomain chesterfinancialgroup.com |
| 2023-09-01 |
insert contact_pages_linkeddomain chesterfinancialgroup.com |
| 2023-09-01 |
insert index_pages_linkeddomain chesterfinancialgroup.com |
| 2023-09-01 |
insert management_pages_linkeddomain chesterfinancialgroup.com |
| 2023-09-01 |
insert service_pages_linkeddomain chesterfinancialgroup.com |
| 2023-09-01 |
update person_title Dianne Pagani: Operations Liaison / Port Jefferson Station => Operations Liaison / Port Jefferson, NY |
| 2023-09-01 |
update person_title Erin Luise: Chief of Operations => Chief of Operations / Port Jefferson, NY |
| 2023-06-23 |
delete person Stephanie Barresi |
| 2023-06-23 |
delete source_ip 104.16.65.197 |
| 2023-06-23 |
delete source_ip 104.16.66.197 |
| 2023-06-23 |
delete source_ip 104.16.67.197 |
| 2023-06-23 |
delete source_ip 104.16.68.197 |
| 2023-06-23 |
delete source_ip 104.16.69.197 |
| 2023-06-23 |
insert about_pages_linkeddomain supercpa.com |
| 2023-06-23 |
insert contact_pages_linkeddomain supercpa.com |
| 2023-06-23 |
insert email mn..@coastlinewealth.com |
| 2023-06-23 |
insert index_pages_linkeddomain supercpa.com |
| 2023-06-23 |
insert management_pages_linkeddomain supercpa.com |
| 2023-06-23 |
insert person Myra Naveed |
| 2023-06-23 |
insert service_pages_linkeddomain supercpa.com |
| 2023-06-23 |
insert source_ip 104.17.167.172 |
| 2023-06-23 |
insert source_ip 104.17.168.172 |
| 2023-06-23 |
insert source_ip 104.17.169.172 |
| 2023-06-23 |
insert source_ip 104.17.170.172 |
| 2023-06-23 |
insert source_ip 104.17.171.172 |
| 2023-06-23 |
update person_description Shiraz Zaidi => Shiraz Zaidi |
| 2023-02-03 |
update person_title Casey B. Mitchell: Administrative Assistant => Client Service Specialist |
| 2022-12-15 |
insert person James Havell |
| 2022-11-04 |
delete address 5960 Fairview Road, Suite 400
Charlotte, NC 28210 |
| 2022-11-04 |
insert about_pages_linkeddomain ganimfinancial.com |
| 2022-11-04 |
insert contact_pages_linkeddomain ganimfinancial.com |
| 2022-11-04 |
insert index_pages_linkeddomain ganimfinancial.com |
| 2022-11-04 |
insert management_pages_linkeddomain ganimfinancial.com |
| 2022-11-04 |
insert person Steffan H. Hagendorf |
| 2022-11-04 |
insert service_pages_linkeddomain ganimfinancial.com |
| 2022-09-25 |
update person_description Robert Calabretta => Robert Calabretta |
| 2022-08-23 |
insert person Denis O'Leary |
| 2022-08-23 |
insert person Robert Calabretta |
| 2022-08-23 |
update person_title Stephanie Barresi: Senior Client Service Specialist => VP of Transitions |
| 2022-08-23 |
update person_title Tracy Prush: Client Service Specialist => Financial Advisor |
| 2022-07-24 |
delete person James Havell |
| 2022-06-22 |
delete ceo Cindy Grauer |
| 2022-06-22 |
insert founder Cindy Grauer |
| 2022-06-22 |
delete email jh..@coastlinewealth.com |
| 2022-06-22 |
delete email sm..@coastlinewealth.com |
| 2022-06-22 |
delete email vn..@coastlinewealth.com |
| 2022-06-22 |
delete person Jaclyn Cupito |
| 2022-06-22 |
delete person Michael C. Kettner |
| 2022-06-22 |
insert person Casey B. Mitchell |
| 2022-06-22 |
insert person Jaclyn N. Harvey |
| 2022-06-22 |
update person_title Cindy Grauer: Founder and Managing Partner of Coastline Wealth Management; Financial Advisor; Managing Partner => Founder and Managing Partner of Coastline Wealth Management; Founder; Financial Advisor |
| 2022-06-22 |
update person_title Fran Henry: Client Service Specialist / Garden City => Client Service Specialist / Woodbury |
| 2022-06-22 |
update person_title Joseph B. Hall: Financial Advisor / Garden City; Financial Advisor With Coastline Wealth Management => Financial Advisor With Coastline Wealth Management; Financial Advisor / Woodbury |
| 2022-06-22 |
update person_title Kevin Hilbert: Benefits Specialist => Investment Advisor; Representative |
| 2022-06-22 |
update person_title Kyle A. Mendelsohn: Senior Vice President of the Mendelsohn & Sands Wealth Management Group at Coastline Wealth Management; Certified Retirement Counselor; Senior Vice President; Financial Advisor => Senior Vice President of the Mendelsohn & Sands Wealth Management Group at Coastline Wealth Management; Certified Retirement Counselor |
| 2022-06-22 |
update person_title Madge Hall: Client Service Specialist / Garden City => Client Service Specialist / Woodbury |
| 2022-06-22 |
update person_title Russel J. Sands: Senior Vice President; Financial Advisor => null |
| 2022-06-22 |
update person_title Shiraz Zaidi: Advisor With Coastline Wealth Management; Financial Advisor => Advisor With Coastline Wealth Management; Financial Advisor; Partner |
| 2022-04-20 |
delete address 1225 Franklin Avenue, Suite 201
Garden City, NY 11530 |
| 2022-04-20 |
insert address 7600 Jericho Turnpike, Suite 302
Woodbury, NY 11797 |
| 2022-04-20 |
update person_title James Havell: Client Service Specialist => Financial Advisor |
| 2022-03-20 |
delete person Howard Meyers |
| 2021-08-01 |
insert email vn..@coastlinewealth.com |
| 2021-08-01 |
insert person Vincent Napolitano |
| 2021-06-26 |
delete address 414 Main Street
Suite 302
Port Jefferson, NY 11777 |
| 2021-06-26 |
insert address 1303 Main St,
Port Jefferson, NY 11777 |
| 2021-06-26 |
insert address 1303 Main Street
Port Jefferson, NY 11777 |
| 2021-06-26 |
update primary_contact 414 Main Street
Suite 302
Port Jefferson, NY 11777 => 1303 Main St,
Port Jefferson, NY 11777 |
| 2021-04-06 |
delete management_pages_linkeddomain 40under40inadvice.com |
| 2021-04-06 |
insert person Frederick Hill |
| 2021-04-06 |
update person_description Garrett Taylor => Garrett Taylor |
| 2021-04-06 |
update person_title Howard Meyers: CFP Vice President & Financial Advisor => Client Service Specialist |
| 2020-09-27 |
delete management_pages_linkeddomain libn.com |
| 2020-09-27 |
insert management_pages_linkeddomain 40under40inadvice.com |
| 2020-09-27 |
update person_description Garrett Taylor => Garrett Taylor |
| 2020-03-19 |
delete about_pages_linkeddomain everplans.com |
| 2020-03-19 |
delete about_pages_linkeddomain mainaccount.com |
| 2020-03-19 |
delete contact_pages_linkeddomain everplans.com |
| 2020-03-19 |
delete contact_pages_linkeddomain mainaccount.com |
| 2020-03-19 |
delete index_pages_linkeddomain everplans.com |
| 2020-03-19 |
delete index_pages_linkeddomain mainaccount.com |
| 2020-03-19 |
delete management_pages_linkeddomain everplans.com |
| 2020-03-19 |
delete management_pages_linkeddomain mainaccount.com |
| 2020-03-19 |
delete service_pages_linkeddomain everplans.com |
| 2020-03-19 |
delete service_pages_linkeddomain mainaccount.com |
| 2020-03-19 |
insert address 4851 Tamiami Trail North
Suite 200
Naples, FL 34103 |
| 2020-03-19 |
insert management_pages_linkeddomain fivestarprofessional.com |
| 2020-03-19 |
insert management_pages_linkeddomain libn.com |
| 2020-03-19 |
insert phone 844-553-7872 |
| 2020-03-19 |
update person_description Cindy Grauer => Cindy Grauer |
| 2020-03-19 |
update person_description Cris O'Melia => Cris O'Melia |
| 2020-03-19 |
update person_description Fran Henry => Fran Henry |
| 2020-03-19 |
update person_description Garrett Taylor => Garrett Taylor |
| 2020-03-19 |
update person_description James Havell => James Havell |
| 2020-03-19 |
update person_description Jeffrey M. Coffey => Jeffrey M. Coffey |
| 2020-03-19 |
update person_description Joseph B. Hall => Joseph B. Hall |
| 2020-03-19 |
update person_description Madge Hall => Madge Hall |
| 2020-03-19 |
update person_description Michael Kettner => Michael C. Kettner |
| 2020-03-19 |
update person_description Shiraz Zaidi => Shiraz Zaidi |
| 2020-03-19 |
update person_description Stephanie Barresi => Stephanie Barresi |
| 2020-03-19 |
update person_description Stephen Mincone => Stephen Mincone |
| 2020-03-19 |
update person_description Todd A. Hynes => Todd A. Hynes |
| 2020-03-19 |
update person_title Cindy Grauer: Member of the Executive Team; Managing Partner; Founder and Managing Partner With Coastline Wealth Management => Founder and Managing Partner of Coastline Wealth Management; Financial Advisor; Managing Partner |
| 2020-03-19 |
update person_title Dianne Pagani: Operations Liaison => Operations Liaison / Port Jefferson Station |
| 2020-03-19 |
update person_title Fran Henry: Client Service Specialist => Client Service Specialist / Garden City |
| 2020-03-19 |
update person_title Garrett Taylor: Member of the Executive Team; Founder of Coastline Wealth Management => null |
| 2020-03-19 |
update person_title Joseph B. Hall: Financial Advisor; Advisor; Financial Advisor for Coastline Wealth Management => Financial Advisor / Garden City; Financial Advisor With Coastline Wealth Management |
| 2020-03-19 |
update person_title Madge Hall: Client Service Specialist => Client Service Specialist / Garden City |
| 2020-03-19 |
update person_title Michael C. Kettner: Director of Investments; CRPC®, MBA / Director of Investments => Director of Investments |
| 2020-03-19 |
update person_title Stephanie Barresi: Client Service Specialist => Senior Client Service Specialist |
| 2020-02-17 |
insert about_pages_linkeddomain mainaccount.com |
| 2020-02-17 |
insert contact_pages_linkeddomain mainaccount.com |
| 2020-02-17 |
insert index_pages_linkeddomain mainaccount.com |
| 2020-02-17 |
insert management_pages_linkeddomain mainaccount.com |
| 2020-02-17 |
insert service_pages_linkeddomain mainaccount.com |
| 2020-02-17 |
insert solution_pages_linkeddomain mainaccount.com |
| 2020-02-17 |
update person_description Stephanie Barresi => Stephanie Barresi |
| 2020-01-16 |
insert about_pages_linkeddomain caprivacy.org |
| 2020-01-16 |
insert alias California Consumer |
| 2020-01-16 |
insert contact_pages_linkeddomain caprivacy.org |
| 2020-01-16 |
insert email jh..@coastlinewealth.com |
| 2020-01-16 |
insert index_pages_linkeddomain caprivacy.org |
| 2020-01-16 |
insert management_pages_linkeddomain caprivacy.org |
| 2020-01-16 |
insert person James Havell |
| 2020-01-16 |
insert service_pages_linkeddomain caprivacy.org |
| 2020-01-16 |
insert solution_pages_linkeddomain caprivacy.org |
| 2019-09-15 |
delete email ma..@coastlinewealth.com |
| 2019-09-15 |
delete index_pages_linkeddomain youtu.be |
| 2019-09-15 |
delete person Melissa Meade |
| 2019-07-16 |
delete about_pages_linkeddomain mainaccount.com |
| 2019-07-16 |
delete contact_pages_linkeddomain mainaccount.com |
| 2019-07-16 |
delete index_pages_linkeddomain mainaccount.com |
| 2019-07-16 |
delete management_pages_linkeddomain mainaccount.com |
| 2019-07-16 |
delete service_pages_linkeddomain mainaccount.com |
| 2019-07-16 |
delete solution_pages_linkeddomain mainaccount.com |
| 2019-07-16 |
insert email sm..@coastlinewealth.com |
| 2019-07-16 |
insert index_pages_linkeddomain youtu.be |
| 2019-07-16 |
insert index_pages_linkeddomain youtube.com |
| 2019-07-16 |
insert person Stephen Mincone |
| 2019-06-16 |
insert email ma..@coastlinewealth.com |
| 2019-06-16 |
insert person Melissa Meade |