B RILEY BOCA - History of Changes


DateDescription
2024-03-09 delete address 2424 North Federal Highway Suite #400 Boca Raton, FL 33431
2024-03-09 delete alias California Consumer
2024-03-09 delete index_pages_linkeddomain caprivacy.org
2024-03-09 delete index_pages_linkeddomain emaplan.com
2024-03-09 delete index_pages_linkeddomain envestnet.com
2024-03-09 delete index_pages_linkeddomain fidelity.com
2024-03-09 delete index_pages_linkeddomain mystreetscape.com
2024-03-09 insert address 2424 North Federal Highway, Suites 400 & 408 Boca Raton, FL 33431
2024-03-09 insert index_pages_linkeddomain sec.gov
2024-03-09 update primary_contact 2424 North Federal Highway Suite #400 Boca Raton, FL 33431 => 2424 North Federal Highway, Suites 400 & 408 Boca Raton, FL 33431
2023-08-24 insert email lr..@brileywealth.com
2023-08-24 insert person Laura Roca
2023-06-23 delete email mg..@brileywealth.com
2023-06-23 delete management_pages_linkeddomain joseph-finnerty.com
2023-06-23 delete person Michelle Guttveg
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 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
2023-03-29 delete email gl..@brileywealth.com
2023-03-29 delete person George Lu
2023-03-29 insert email ec..@brileywealth.com
2023-03-29 insert person Eric Cohen
2023-03-29 update person_title Allyson Levine: Office Administrator => Office Manager
2023-03-29 update person_title Caroline Carbone: Tax Preparer => Senior Accountant
2023-02-13 delete email dh..@brileywealth.com
2023-02-13 delete person David Hirsch
2023-02-13 insert email cc..@brileywealth.com
2023-02-13 insert email in..@brileywealth.com
2023-02-13 insert email mg..@brileywealth.com
2023-02-13 insert email wp..@brileywealth.com
2023-02-13 insert person Caroline Carbone
2023-02-13 insert person Michelle Guttveg
2023-02-13 insert person Willard Pugh
2023-02-13 update person_title Gustavo Chaves: Investment Specialist => Senior Vice President, Investments
2022-10-17 delete email gl..@unitedteamtax.com
2022-10-17 delete email za..@unitedteamtax.com
2022-10-17 delete management_pages_linkeddomain unitedteamtax.com
2022-10-17 delete person Glen Omanson
2022-10-17 delete person Zach Omanson
2022-09-03 insert ceo Steven J. Maurer
2022-09-03 delete alias National Asset Management, Inc.
2022-09-03 delete alias National Financial Services LLC
2022-09-03 delete alias National Insurance Corporation
2022-09-03 delete career_pages_linkeddomain vimeo.com
2022-09-03 delete email bb..@brileywealth.com
2022-09-03 delete email jl..@yournational.com
2022-09-03 delete email mc..@brileywealth.com
2022-09-03 delete person Judith B. Land
2022-09-03 insert address B. Riley Wealth 2424 North Federal Highway Suite #400 Boca Raton, FL 33431
2022-09-03 insert career_pages_linkeddomain brileyfin.com
2022-09-03 insert career_pages_linkeddomain brileywealth.com
2022-09-03 insert contact_pages_linkeddomain brileyfin.com
2022-09-03 insert contact_pages_linkeddomain brileywealth.com
2022-09-03 insert email wb..@brileywealth.com
2022-09-03 insert index_pages_linkeddomain brileyfin.com
2022-09-03 insert index_pages_linkeddomain brileywealth.com
2022-09-03 insert management_pages_linkeddomain brileyfin.com
2022-09-03 insert service_pages_linkeddomain brileyfin.com
2022-09-03 insert service_pages_linkeddomain brileywealth.com
2022-09-03 update person_title Abbey LeDoux: Registered Client Associate => Senior Wealth Management Associate
2022-09-03 update person_title Bill Braun: Financial Advisor => Senior Vice President, Investments
2022-09-03 update person_title Denise Schlosser: Registered Client Associate => Client Service Associate
2022-09-03 update person_title Eric Lyon: Investment Services; Registered Principal / Branch Owner => Managing Director, Investments / Branch Owner; Investment Services
2022-09-03 update person_title Eric Mendelsohn: Investment Specialist => Senior Vice President, Investments
2022-09-03 update person_title Glen Omanson: Financial Advisor => Financial Consultant
2022-09-03 update person_title Jack Leniart: null => Financial Consultant
2022-09-03 update person_title James P. King: Investment Advisory Representative => Wealth Advisor
2022-09-03 update person_title Jan Garcia: Receptionist; Executive Assistant => Client Service Associate
2022-09-03 update person_title Jessica Leblanc: Registered Client Associate => Senior Registered Client Service Associate
2022-09-03 update person_title John Dziubela: Financial Advisor => Financial Consultant
2022-09-03 update person_title Joseph Finnerty: Member of the Million Dollar Round Table; Investment Advisory Representative => Financial Advisor; Member of the Million Dollar Round Table
2022-09-03 update person_title Justin Apakian: Investment Executive at National Securities Corporation; Financial Advisor => Investment Executive at National Securities Corporation; Senior Vice President, Investments
2022-09-03 update person_title Kerry Hoffman: Wealth Advisor => Senior Managing Director, Investments
2022-09-03 update person_title Matt Harris: Financial Advisor => Managing Director, Investments
2022-09-03 update person_title Nicholas Tarulli: Investment Advisory Representative => Financial Advisor
2022-09-03 update person_title Russell Herman: Financial Advisor => Account Executive
2022-09-03 update person_title Sarah Boynton: Registered Client Associate => Senior Registered Client Service Associate
2022-09-03 update person_title Sean Caplen: Investment Advisor; Representative => Senior Vice President, Investments
2022-09-03 update person_title Steven J. Maurer: OSJ Principal Branch Manager => Senior Managing Director
2022-09-03 update person_title Thomas Johnson: Financial Advisor => Senior Vice President, Investments
2022-09-03 update person_title Troy Goldberg: Financial Advisor => Senior Vice President, Investments
2022-09-03 update person_title Zach Omanson: Financial Advisor => Financial Consultant
2022-07-01 delete email de..@yournational.com
2022-07-01 delete email nt..@yournational.com
2022-07-01 delete person Richard Deutsch
2022-07-01 insert email nt..@yournational.com
2022-04-28 insert email sh..@sharibcohenpa.com
2022-04-28 insert person Shari B. Cohen
2022-03-28 insert email ds..@yournational.com
2022-03-28 insert email sb..@yournational.com
2022-03-28 insert person Denise Schlosser
2022-03-28 insert person Sarah Boynton
2022-02-09 delete email sb..@yournational.com
2022-02-09 delete person Sarah Boynton
2022-02-09 insert career_pages_linkeddomain sipc.org
2022-02-09 insert contact_pages_linkeddomain sipc.org
2022-02-09 insert email al..@brileywealth.com
2022-02-09 insert email ds..@yournational.com
2022-02-09 insert index_pages_linkeddomain sipc.org
2022-02-09 insert management_pages_linkeddomain sipc.org
2022-02-09 insert person Allyson Levine
2022-02-09 insert person David Sanville
2022-02-09 insert service_pages_linkeddomain sipc.org
2021-12-03 delete address Uniarch Unear A30, the All-in
2021-12-03 delete index_pages_linkeddomain barrons.com
2021-12-03 delete index_pages_linkeddomain benzinga.com
2021-12-03 delete index_pages_linkeddomain businessinsider.com
2021-12-03 delete index_pages_linkeddomain cnbc.com
2021-12-03 delete index_pages_linkeddomain fortune.com
2021-12-03 delete index_pages_linkeddomain ft.com
2021-12-03 delete index_pages_linkeddomain investors.com
2021-12-03 delete index_pages_linkeddomain marketwatch.com
2021-12-03 delete index_pages_linkeddomain nationalsecurities.com
2021-12-03 delete index_pages_linkeddomain sec.gov
2021-12-03 delete index_pages_linkeddomain seekingalpha.com
2021-12-03 delete index_pages_linkeddomain sipc.org
2021-12-03 delete index_pages_linkeddomain tradingview.com
2021-12-03 delete index_pages_linkeddomain yahoo.com
2021-12-03 delete source_ip 18.205.201.161
2021-12-03 delete ticker_symbol GIK
2021-12-03 insert address 2424 North Federal Highway Suite #400 Boca Raton, FL 33431
2021-12-03 insert email in..@yournational.com
2021-12-03 insert index_pages_linkeddomain caprivacy.org
2021-12-03 insert index_pages_linkeddomain emaplan.com
2021-12-03 insert index_pages_linkeddomain envestnet.com
2021-12-03 insert index_pages_linkeddomain fidelity.com
2021-12-03 insert index_pages_linkeddomain fmgwebsites.com
2021-12-03 insert index_pages_linkeddomain mystreetscape.com
2021-12-03 insert source_ip 104.16.65.197
2021-12-03 insert source_ip 104.16.66.197
2021-12-03 insert source_ip 104.16.67.197
2021-12-03 insert source_ip 104.16.68.197
2021-12-03 insert source_ip 104.16.69.197
2021-09-05 delete address Business Insider Published 5 hours ago Rio Tinto, Japan
2021-09-05 delete alias National Truck Underwriting Managers, Inc.
2021-09-05 delete index_pages_linkeddomain investopedia.com
2021-09-05 delete index_pages_linkeddomain thestreet.com
2021-09-05 insert address Uniarch Unear A30, the All-in
2021-09-05 insert ticker_symbol GIK
2021-08-03 delete associated_investor Churchill Capital
2021-08-03 delete associated_investor Starwood Capital Group
2021-08-03 insert address Business Insider Published 5 hours ago Rio Tinto, Japan
2021-08-03 insert alias National Truck Underwriting Managers, Inc.
2021-08-03 insert index_pages_linkeddomain investopedia.com
2021-08-03 insert index_pages_linkeddomain thestreet.com
2021-07-03 delete index_pages_linkeddomain thestreet.com
2021-07-03 delete ticker_symbol BTHR
2021-07-03 insert associated_investor Starwood Capital Group
2021-07-03 insert email jf..@yournational.com
2021-07-03 insert email jp..@yournational.com
2021-07-03 insert email kh..@yournational.com
2021-07-03 insert email nt..@yournational.com
2021-07-03 insert management_pages_linkeddomain joseph-finnerty.com
2021-07-03 insert person James P. King
2021-07-03 insert person Joseph Finnerty
2021-07-03 insert person Nicholas Tarulli