| Date | Description |
|---|
| 2025-04-13 |
delete address 1062 Barnes Rd. Suite 107
Wallingford, CT 06492 |
| 2025-04-13 |
delete address 8115 Maple Lawn Blvd.
Fulton, MD 20759 |
| 2025-04-13 |
insert about_pages_linkeddomain proofpoint.com |
| 2025-04-13 |
insert address 1062 Barnes Rd. Suite 202
Wallingford, CT 06492 |
| 2025-04-13 |
insert address Suite 230
Fulton, MD 20759 |
| 2025-04-13 |
insert contact_pages_linkeddomain goo.gl |
| 2025-04-13 |
insert contact_pages_linkeddomain proofpoint.com |
| 2025-04-13 |
insert index_pages_linkeddomain proofpoint.com |
| 2025-04-13 |
insert management_pages_linkeddomain proofpoint.com |
| 2025-04-13 |
update primary_contact 1062 Barnes Rd. Suite 107
Wallingford, CT 06492 => 1062 Barnes Rd. Suite 202
Wallingford, CT 06492 |
| 2025-03-12 |
delete email bi..@sam-ria.com |
| 2025-03-12 |
insert email ly..@sam-ria.com |
| 2025-03-12 |
update person_title Gage Arnold: null => Investment Advisor RepresentativeGage Arnold; Certified Financial Fiduciary®Investment Advisor RepresentativeGage Arnold |
| 2025-01-07 |
delete email ly..@sam-ria.com |
| 2025-01-07 |
insert email ga..@sam-ria.com |
| 2025-01-07 |
insert email ke..@sam-ria.com |
| 2025-01-07 |
insert person Gage Arnold |
| 2025-01-07 |
insert person Kevin McTigue |
| 2024-12-07 |
insert email ly..@sam-ria.com |
| 2024-10-05 |
insert address 136 Main St. Suite 201
Brooks Corner
Westport, CT 06880 |
| 2024-10-05 |
insert address 8115 Maple Lawn Blvd.
Fulton, MD 20759 |
| 2024-08-03 |
delete email bi..@sam-ria.com |
| 2024-08-03 |
delete email so..@sam-ria.com |
| 2024-08-03 |
delete person Ann M. Christian |
| 2024-08-03 |
delete person Bird Horton |
| 2024-08-03 |
delete person Sophia Ajjarapu |
| 2024-08-03 |
insert email bi..@sam-ria.com |
| 2024-08-03 |
insert person Ann M. Warner |
| 2024-07-02 |
insert email be..@sam-ria.com |
| 2024-07-02 |
insert email bi..@sam-ria.com |
| 2024-07-02 |
insert email so..@sam-ria.com |
| 2024-07-02 |
insert person Beth Leake |
| 2024-07-02 |
insert person Bird Horton |
| 2024-07-02 |
insert person Sophia Ajjarapu |
| 2024-05-31 |
delete email me..@sam-ria.com |
| 2024-05-31 |
delete person Megan Benson |
| 2024-03-24 |
delete about_pages_linkeddomain finra.org |
| 2024-03-24 |
delete contact_pages_linkeddomain finra.org |
| 2024-03-24 |
delete email al..@sam-ria.com |
| 2024-03-24 |
delete email ca..@sam-ria.com |
| 2024-03-24 |
delete email mi..@sam-ria.com |
| 2024-03-24 |
delete email mi..@sam-ria.com |
| 2024-03-24 |
delete email vi..@sam-ria.com |
| 2024-03-24 |
delete index_pages_linkeddomain finra.org |
| 2024-03-24 |
delete management_pages_linkeddomain finra.org |
| 2024-03-24 |
delete person Alexander Overkamp |
| 2024-03-24 |
delete person Michael Higgins |
| 2024-03-24 |
delete person Mitchell Thaw |
| 2024-03-24 |
delete person Vincent DeDominicis |
| 2024-03-24 |
insert email ja..@sam-ria.com |
| 2024-03-24 |
insert email me..@sam-ria.com |
| 2024-03-24 |
insert person James Craco |
| 2024-03-24 |
insert person Melissa Romano |
| 2024-03-24 |
update person_description Rob Craft => Rob Craft |
| 2024-03-24 |
update person_title Ann M. Christian: Financial Planner and Case Manager => Investment Advisor; Representative; Certified Financial Fiduciary®Investment Advisor Representative |
| 2024-03-24 |
update person_title Rob Craft: Financial Planner and Case Manager; CIMA Financial Planner and Case Manager => Certified Investment Management Analyst ® Investment Advisor Representative; Investment Advisor; Representative; Certified Investment Management Analyst ®Investment Advisor Representative |
| 2023-05-26 |
delete email ma..@sam-ria.com |
| 2023-05-26 |
delete person Mark Kaufman |
| 2023-05-26 |
insert email ca..@sam-ria.com |
| 2023-04-08 |
delete email ca..@sam-ria.com |
| 2023-04-08 |
insert email ma..@sam-ria.com |
| 2023-04-08 |
insert email mi..@sam-ria.com |
| 2023-04-08 |
insert person Mark Kaufman |
| 2023-04-08 |
insert person Mitchell Thaw |
| 2023-04-08 |
update person_description Vincent DeDominicis => Vincent DeDominicis |
| 2023-03-08 |
delete email ol..@sam-ria.com |
| 2023-03-08 |
delete email st..@sam-ria.com |
| 2023-03-08 |
delete person Olivia Newan |
| 2023-03-08 |
delete person Olivia Newman |
| 2023-03-08 |
delete person Stephen Wilson |
| 2023-03-08 |
insert email vi..@sam-ria.com |
| 2023-03-08 |
insert email wm..@sam-ria.com |
| 2023-03-08 |
insert person Vincent DeDominicis |
| 2023-03-08 |
insert person William McKenzie |
| 2023-03-08 |
update person_description Rob Craft => Rob Craft |
| 2023-03-08 |
update person_title Rob Craft: Financial Planner and Case Manager 203 - 793 - 0707 => Financial Planner and Case Manager; CIMA Financial Planner and Case Manager |
| 2023-01-03 |
insert email me..@sam-ria.com |
| 2023-01-03 |
insert email ol..@sam-ria.com |
| 2023-01-03 |
insert person Megan Benson |
| 2023-01-03 |
insert person Olivia Newan |
| 2023-01-03 |
insert person Olivia Newman |
| 2022-10-31 |
delete email ke..@sam-ria.com |
| 2022-10-31 |
delete person Kevin Laragy |
| 2022-10-31 |
insert email al..@sam-ria.com |
| 2022-10-31 |
insert email co..@sam-ria.com |
| 2022-10-31 |
insert email ma..@sam-ria.com |
| 2022-10-31 |
insert email st..@sam-ria.com |
| 2022-10-31 |
insert person Alexander Overkamp |
| 2022-10-31 |
insert person Corinna Faulkner |
| 2022-10-31 |
insert person Matt Salem |
| 2022-10-31 |
insert person Stephen Wilson |
| 2022-10-31 |
update person_description Ann M. Christian => Ann M. Christian |
| 2022-10-31 |
update person_description Rob Craft => Rob Craft |
| 2022-10-31 |
update person_title Ann M. Christian: Paraplanner => Financial Planner and Case Manager |
| 2022-10-31 |
update person_title Rob Craft: Rob Craft Case Management Advisor => Financial Planner and Case Manager 203 - 793 - 0707 |
| 2022-06-25 |
delete otherexecutives Kevin Laragy |
| 2022-06-25 |
update person_description Michael Higgins => Michael Higgins |
| 2022-06-25 |
update person_title Kevin Laragy: Kevin Laragy Vice President, Operations 203 - 793 - 0707; Vice President, Operations => Kevin Laragy Paraplanner; Paraplanner |
| 2022-06-25 |
update person_title Michael Higgins: Vice President, Planning and Development; Michael Higgins Vice President, Planning and Development 203 - 793 - 0707 => Paraplanner; Michael Higgins Paraplanner |
| 2022-03-23 |
insert email an..@sam-ria.com |
| 2022-03-23 |
insert person Ann M. Christian |