| Date | Description |
|---|
| 2024-05-31 |
insert about_pages_linkeddomain lpl.com |
| 2024-05-31 |
insert contact_pages_linkeddomain lpl.com |
| 2024-05-31 |
insert index_pages_linkeddomain lpl.com |
| 2024-05-31 |
insert management_pages_linkeddomain lpl.com |
| 2024-05-31 |
insert service_pages_linkeddomain lpl.com |
| 2024-05-31 |
update person_description Brice Mackin => Brice Mackin |
| 2024-03-24 |
delete email rg..@flahartyllc.com |
| 2024-03-24 |
delete person Riley Giauque |
| 2023-09-20 |
delete email jj..@flahartyllc.com |
| 2023-09-20 |
delete person Jasmine Johnson |
| 2023-09-20 |
insert email mb..@flahartyllc.com |
| 2023-09-20 |
insert person Meghan Boles |
| 2023-05-23 |
delete source_ip 104.16.65.197 |
| 2023-05-23 |
delete source_ip 104.16.66.197 |
| 2023-05-23 |
delete source_ip 104.16.67.197 |
| 2023-05-23 |
delete source_ip 104.16.68.197 |
| 2023-05-23 |
delete source_ip 104.16.69.197 |
| 2023-05-23 |
insert source_ip 104.17.167.172 |
| 2023-05-23 |
insert source_ip 104.17.168.172 |
| 2023-05-23 |
insert source_ip 104.17.169.172 |
| 2023-05-23 |
insert source_ip 104.17.170.172 |
| 2023-05-23 |
insert source_ip 104.17.171.172 |
| 2023-02-08 |
delete evp Dale R. Wolf |
| 2023-02-08 |
delete vp Riley Giauque |
| 2023-02-08 |
insert otherexecutives Madison Hauenstein |
| 2023-02-08 |
delete email dw..@flahartyllc.com |
| 2023-02-08 |
delete email dw..@flahartyllc.com |
| 2023-02-08 |
delete person Dale R. Wolf |
| 2023-02-08 |
delete person Denise Woodring |
| 2023-02-08 |
insert email jj..@flahartyllc.com |
| 2023-02-08 |
insert email mh..@flahartyllc.com |
| 2023-02-08 |
insert person Jasmine Johnson |
| 2023-02-08 |
insert person Madison Hauenstein |
| 2023-02-08 |
update person_title Riley Giauque: Wealth Advisor at Flaharty Asset Management / AWA Investment Advisors; Vice President => Wealth Advisor at Flaharty Asset Management / AWA Investment Advisors |
| 2022-09-20 |
update person_title Megan Terleski: Director of Lasting Impressions => Client Experience Manager |
| 2022-08-18 |
delete evp James Degenhardt |
| 2022-08-18 |
delete email as..@flahartyllc.com |
| 2022-08-18 |
delete email jd..@flahartyllc.com |
| 2022-08-18 |
delete email mp..@flahartyllc.com |
| 2022-08-18 |
delete person Andrea Silva |
| 2022-08-18 |
delete person James Degenhardt |
| 2022-07-19 |
delete person Megan Post |
| 2022-07-19 |
insert email mt..@flahartyllc.com |
| 2022-07-19 |
insert person Megan Terleski |
| 2022-06-18 |
insert svp Stafford Lawrence |
| 2022-06-18 |
insert email ms..@flahartyllc.com |
| 2022-06-18 |
insert email sl..@flahartyllc.com |
| 2022-06-18 |
insert person Melisa Santiago |
| 2022-06-18 |
insert person Stafford Lawrence |
| 2022-06-18 |
update person_description Michael Demski => Michael Demski |
| 2022-06-18 |
update person_title Michael Demski: Investment Executive; Investment Executive in the Punta Gorda Office => Investment Executive |
| 2022-04-17 |
update person_description Todd Demko => Todd Demko |
| 2022-03-17 |
delete svp James Degenhardt |
| 2022-03-17 |
delete svp Todd Demko |
| 2022-03-17 |
insert evp Dale R. Wolf |
| 2022-03-17 |
insert evp James Degenhardt |
| 2022-03-17 |
insert evp Mathew C. Lepak |
| 2022-03-17 |
insert evp Todd Demko |
| 2022-03-17 |
insert vp Riley Giauque |
| 2022-03-17 |
delete email jv..@flahartyllc.com |
| 2022-03-17 |
delete person Jason Visbeck |
| 2022-03-17 |
delete person Mat Lepak |
| 2022-03-17 |
insert person Mathew C. Lepak |
| 2022-03-17 |
update person_description Riley Giauque => Riley Giauque |
| 2022-03-17 |
update person_title Andrea Silva: Branch Marketing Associate => Client Experience Manager |
| 2022-03-17 |
update person_title Cindy Smith: Director of Operations => Chief Operating Officer |
| 2022-03-17 |
update person_title Dale R. Wolf: Financial Advisor; Wealth Advisor => Executive Vice President; Financial Advisor |
| 2022-03-17 |
update person_title Denise Woodring: Registered Office Manager => Client Experience Manager |
| 2022-03-17 |
update person_title James Degenhardt: Senior Vice President; Senior Vice President With => Executive Vice President; Executive Vice President With |
| 2022-03-17 |
update person_title Jeanann Forde: Client Relationship Manager => Client Experience Manager |
| 2022-03-17 |
update person_title Joseph Wheeler: Client Relationship Manager => Client Experience Manager |
| 2022-03-17 |
update person_title Kerrilyn Kibler: Client Relationship Manager => Client Experience Manager |
| 2022-03-17 |
update person_title Megan Post: Branch Marketing Associate => Director of Lasting Impressions |
| 2022-03-17 |
update person_title Riley Giauque: Wealth Advisor at Flaharty Asset Management / AWA Investment Advisors => Wealth Advisor at Flaharty Asset Management / AWA Investment Advisors; Vice President |
| 2022-03-17 |
update person_title Todd Demko: Senior Vice President; Senior Vice President With => Executive Vice President; Executive Vice President With |
| 2021-09-05 |
delete email sg..@flahartyllc.com |
| 2021-09-05 |
delete person Steven Guess |
| 2021-09-05 |
update person_title Michael Demski: Branch Market Specialist in the Punta Gorda Office => Investment Executive; Investment Executive in the Punta Gorda Office |
| 2021-06-23 |
insert email md..@flahartyllc.com |
| 2021-06-23 |
insert person Michael Demski |
| 2021-04-23 |
insert address 1107 West Marion Ave, Suite 112
Punta Gorda, FL 33950 |
| 2021-04-23 |
insert fax 941-206-6293 |
| 2021-04-23 |
insert phone 941-206-6200 |
| 2021-04-23 |
update person_description Andrew Oswald => Andrew Oswald |
| 2021-04-23 |
update person_description Joseph Wheeler => Joseph Wheeler |
| 2021-04-23 |
update person_description Larry Weicht II => Larry Weicht II |
| 2021-04-23 |
update person_description Megan Post => Megan Post |
| 2021-04-23 |
update person_title Jeanann Forde: Client Services Associate => Client Relationship Manager |
| 2021-04-23 |
update person_title Joseph Wheeler: Client Services Associate => Client Relationship Manager |
| 2021-04-23 |
update person_title Megan Post: Director of First Impressions => Branch Marketing Associate |