| Date | Description |
|---|
| 2025-02-27 |
delete source_ip 172.67.136.136 |
| 2025-02-27 |
delete source_ip 104.21.26.151 |
| 2025-02-27 |
insert person Matt Hogan |
| 2025-02-27 |
insert source_ip 104.21.16.1 |
| 2025-02-27 |
insert source_ip 104.21.32.1 |
| 2025-02-27 |
insert source_ip 104.21.48.1 |
| 2025-02-27 |
insert source_ip 104.21.64.1 |
| 2025-02-27 |
insert source_ip 104.21.80.1 |
| 2025-02-27 |
insert source_ip 104.21.96.1 |
| 2025-02-27 |
insert source_ip 104.21.112.1 |
| 2024-12-13 |
insert otherexecutives David Romagosa |
| 2024-12-13 |
update person_title David Romagosa: Partner => Partner; President Emeritus; Financial Advisor |
| 2024-12-13 |
update person_title Mary Shirer Romagosa: Client Services Associate; Client Service Associate => Client Services Associate |
| 2024-10-04 |
insert contact_pages_linkeddomain facebook.com |
| 2024-10-04 |
insert contact_pages_linkeddomain linkedin.com |
| 2024-10-04 |
insert index_pages_linkeddomain facebook.com |
| 2024-10-04 |
insert index_pages_linkeddomain linkedin.com |
| 2024-10-04 |
insert management_pages_linkeddomain facebook.com |
| 2024-07-26 |
update person_title Frank Lindwedel: Wealth Manager Assistant; Client Service Specialist => Wealth Manager Assistant; LPL Financial Advisor |
| 2024-05-24 |
insert contact_pages_linkeddomain lpl.com |
| 2024-05-24 |
insert index_pages_linkeddomain lpl.com |
| 2024-05-24 |
insert management_pages_linkeddomain lpl.com |
| 2024-05-24 |
insert person Andre Stafford |
| 2024-05-24 |
update person_title Arnold Schmale: Branch Operation Manager => Branch Operations Manager; Branch Operation Manager |
| 2024-05-24 |
update person_title Daniel Bagot: Client Relationship Manager => LPL Financial Advisor; Client Relationship Manager |
| 2024-05-24 |
update person_title Frank Lindwedel: Wealth Manager Assistant => Wealth Manager Assistant; Client Service Specialist |
| 2024-05-24 |
update person_title Mary Shirer Romagosa: Client Services Associate => Client Services Associate; Client Service Associate |
| 2024-03-08 |
delete president Joseph D. Altic |
| 2024-03-08 |
delete person Cole Christian |
| 2024-03-08 |
delete person Taryn Trahan |
| 2024-03-08 |
insert person Daniel Helmer |
| 2024-03-08 |
insert person Frank Lindwedel |
| 2024-03-08 |
update person_title Daniel Bagot: Client Services Specialist; Client Service Specialist => Client Relationship Manager |
| 2024-03-08 |
update person_title Emily Altic: Client Service Specialist Marketing => Marketing Manager |
| 2024-03-08 |
update person_title Joseph D. Altic: Managing Partner; President => Managing Partner |
| 2024-03-08 |
update person_title Karey Pheney: Client Services Specialist; Client Service Specialist => Branch Operations Manager |
| 2023-05-22 |
delete person Tripp Gebhard |
| 2023-05-22 |
update person_title Arnold Schmale: Financial Advisor => Branch Operation Manager |
| 2023-03-18 |
delete address 12935 North 40 Drive, Suite 105
Saint louis, MO 63141 |
| 2023-03-18 |
delete address 4601 DTC Blvd, Ste. 525
Denver, CO 80237 |
| 2023-03-18 |
delete index_pages_linkeddomain bit.ly |
| 2023-03-18 |
delete index_pages_linkeddomain emaplan.com |
| 2023-03-18 |
delete index_pages_linkeddomain myaccountviewonline.com |
| 2023-03-18 |
delete index_pages_linkeddomain twitter.com |
| 2023-03-18 |
delete phone (720) 439-6488 |
| 2023-03-18 |
insert address 12935 North 40 Drive
Suite 105
St. Louis, MO 63141 |
| 2023-03-18 |
insert alias Private Wealth Management |
| 2023-03-18 |
insert index_pages_linkeddomain google.com |
| 2023-03-18 |
insert person Andrew Gaber |
| 2023-03-18 |
insert person Andy Hayes |
| 2023-03-18 |
insert person Arnold Schmale |
| 2023-03-18 |
insert person Brandy Goodnow |
| 2023-03-18 |
insert person Cole Christian |
| 2023-03-18 |
insert person David Romagosa |
| 2023-03-18 |
insert person Eli Ramirez |
| 2023-03-18 |
insert person Eliza Aguayo |
| 2023-03-18 |
insert person Emily Altic |
| 2023-03-18 |
insert person Karey Pheney |
| 2023-03-18 |
insert person Ken Stansbury |
| 2023-03-18 |
insert person Mary Shirer Romagosa |
| 2023-03-18 |
insert person Sogol Javan |
| 2023-03-18 |
insert person Stephen Hardey |
| 2023-03-18 |
insert person Taryn Trahan |
| 2023-03-18 |
insert person Tripp Gebhard |
| 2023-03-18 |
update primary_contact 12935 North 40 Drive, Suite 105
Saint louis, MO 63141 => 12935 North 40 Drive
Suite 105
St. Louis, MO 63141 |
| 2023-03-18 |
update website_status InternalTimeout => OK |
| 2022-07-31 |
update website_status IndexPageFetchError => InternalTimeout |
| 2022-06-28 |
update website_status FlippedRobots => IndexPageFetchError |
| 2022-05-12 |
update website_status IndexPageFetchError => FlippedRobots |
| 2022-04-11 |
update website_status InternalTimeout => IndexPageFetchError |
| 2022-02-10 |
update website_status OK => InternalTimeout |
| 2021-08-27 |
delete email dj..@pwmplanning.com |
| 2021-08-27 |
delete email sa..@pwmplanning.com |
| 2021-08-27 |
insert person Mike DiFrancesco |
| 2021-08-27 |
update website_status FlippedRobots => OK |
| 2021-08-07 |
update website_status OK => FlippedRobots |
| 2021-07-01 |
update website_status IndexPageFetchError => OK |
| 2021-05-13 |
update website_status FlippedRobots => IndexPageFetchError |
| 2021-04-26 |
update website_status Disallowed => FlippedRobots |