RETIREMENT OPTIMIZATION GROUP - History of Changes


DateDescription
2024-04-07 delete person Robin Grandusky-Spinello
2024-03-07 delete person Joseph McRae
2024-03-07 delete person Naomi Hintenach
2024-03-07 delete person Ronda DiDio
2024-03-07 insert person Marianne Bennett
2024-03-07 insert person Rebecca Allen
2024-03-07 insert person Robert Steinmetz
2023-08-05 delete address 290 Elwood Davis Road Suite 105 Liverpool, NY 13088
2023-08-05 delete fax 315-457-7310
2023-08-05 delete index_pages_linkeddomain collegiatefundingsolutions.com
2023-08-05 delete phone (315) 928-5542
2023-08-05 insert fax 585 475-9165
2023-08-05 insert person Naomi Hintenach
2023-08-05 insert person Ronda DiDio
2023-08-05 update person_description Angela David => Angela David
2023-08-05 update person_description Joseph McRae => Joseph McRae
2023-08-05 update person_title Deborah Case: Estate Planning and Client Liaison => Client Liaison
2023-08-05 update person_title Heather Donohue: Administrative Associate; Healthcare Coordinator and Client Liaison => Administrative Associate; Client Liaison
2023-08-05 update person_title Joseph McRae: Estate Planning and Client Liaison => Client Liaison
2023-04-23 delete person Allison Ziobrowski
2023-04-23 delete person Rachel Venette
2023-04-23 delete source_ip 104.16.65.197
2023-04-23 delete source_ip 104.16.66.197
2023-04-23 delete source_ip 104.16.67.197
2023-04-23 delete source_ip 104.16.68.197
2023-04-23 delete source_ip 104.16.69.197
2023-04-23 insert source_ip 104.17.167.172
2023-04-23 insert source_ip 104.17.168.172
2023-04-23 insert source_ip 104.17.169.172
2023-04-23 insert source_ip 104.17.170.172
2023-04-23 insert source_ip 104.17.171.172
2023-03-11 delete vp Brandon Bianchi
2023-03-11 delete person Brandon Bianchi
2023-03-11 delete person David Caryl
2023-01-15 insert vp Brandon Bianchi
2023-01-15 delete person Shannon Keenan
2023-01-15 insert person Brandon Bianchi
2023-01-15 insert person Rachel Venette
2023-01-15 insert person Robin Grandusky-Spinello
2022-12-01 delete address 140A Metro Park Rochester, NY 14623
2022-12-01 delete fax 585-475-9165
2022-12-01 insert fax 585-450-3449
2022-10-23 delete address 140A Metro Park Suite 18 Rochester, NY 14623
2022-10-23 delete person Amy Peabody
2022-10-23 delete person Victoria Frankiewich
2022-10-23 insert address 755 Jefferson Road 2nd Floor, Suite 200 Rochester, NY 14623
2022-10-23 insert person Shannon Keenan
2022-10-23 insert phone 585-450-2860
2022-08-05 delete person Brittany Hubbell
2022-08-05 delete person Raven Roper
2022-07-02 insert person Sean Hantes
2022-04-29 delete person Andrew J. DiBernardo
2022-04-29 insert person Amy Peabody
2022-04-29 insert person Deborah Case
2022-04-29 insert person Joseph McRae
2022-02-09 delete person Katherine Tkaczyk
2022-02-09 delete person Lori Hodge
2022-02-09 insert person Victoria Frankiewich
2021-12-03 delete email lh..@ae.cadaretgrant.com
2021-12-03 insert person David Caryl
2021-12-03 insert person Raven Roper
2021-12-03 update person_title Justin T. Corbin: null => Financial Advisor
2021-12-03 update person_title Ken Arellano: null => Financial Advisor
2021-07-26 delete person Jeff Blitz
2021-07-26 delete person Linda Brown
2021-07-26 insert email lh..@ae.cadaretgrant.com
2021-07-26 insert person Lori Hodge
2021-07-26 update person_title Heather Donohue: Administrative Associate; Administrative Manager and Client Liaison => Administrative Associate; Healthcare Coordinator and Client Liaison
2021-04-22 insert person Angela David
2021-04-22 insert person Brittany Hubbell
2021-04-22 update person_title Jeff Blitz: null => Registered Sales Assistant
2021-02-02 delete person Angela David
2021-02-02 delete person Brittany Vinette
2021-02-02 delete person Rebecca VanDeusen
2021-02-02 insert person Jeff Blitz
2021-02-02 insert person Linda Brown
2020-09-26 delete person Ana Arefyeva
2020-09-26 insert person Angela David
2020-09-26 insert person Rebecca VanDeusen
2020-05-18 insert address 300 International Drive Suite 100 Williamsville, NY 14221