PLAN WITH US - History of Changes


DateDescription
2024-03-08 delete email je..@financialguide.com
2024-03-08 delete person Jennifer "Jenn" Sadlowski
2024-03-08 delete person Jessica Jennings
2024-03-08 insert email lr..@financialguide.com
2024-03-08 insert person Lauren Rullo
2024-03-08 update person_title Douglas Berry: Financial Planning Coordinator, CERTIFIED FINANCIAL PLANNER™ Professional => CERTIFIED FINANCIAL PLANNER™ Professional, Investment Adviser Representative
2024-03-08 update person_title Sean M. Donlan: Senior Partner at Creative Financial Strategies; CERTIFIED FINANCIAL PLANNER™ Professional => Senior Partner at Creative Financial Group; CERTIFIED FINANCIAL PLANNER™ Professional
2023-05-01 delete source_ip 104.16.65.197
2023-05-01 delete source_ip 104.16.66.197
2023-05-01 delete source_ip 104.16.67.197
2023-05-01 delete source_ip 104.16.68.197
2023-05-01 delete source_ip 104.16.69.197
2023-05-01 insert source_ip 104.17.167.172
2023-05-01 insert source_ip 104.17.168.172
2023-05-01 insert source_ip 104.17.169.172
2023-05-01 insert source_ip 104.17.170.172
2023-05-01 insert source_ip 104.17.171.172
2023-01-26 delete email js..@financialguide.com
2023-01-26 insert email je..@financialguide.com
2023-01-26 insert person Jessica Jennings
2023-01-26 update person_description Jennifer Sadlowski => Jennifer "Jenn" Sadlowski
2023-01-26 update person_title Jennifer "Jenn" Sadlowski: Executive Assistant => null