WELCH - History of Changes


DateDescription
2025-04-09 delete otherexecutives Kimberly Reynolds
2025-04-09 update person_description Matt Savela => Matt Savela
2025-04-09 update person_title Kimberly Reynolds: Senior Advisor; Director => Senior Advisor; Managing Member
2025-04-09 update person_title Marshall Clay: Senior Advisor => Senior Advisor; Managing Member
2025-04-09 update person_title Michael Wagner: Director of Business Development; Member & Director of Business => AEP®, CFP® Managing Member & Director of Business; Director of Business Development; Managing Member
2025-01-17 delete management_pages_linkeddomain calendly.com
2025-01-17 delete service_pages_linkeddomain calendly.com
2025-01-17 insert email ka..@welchgroup.com
2025-01-17 insert person Katie Green
2025-01-17 update person_description Brent Gillis => Brent Gillis
2025-01-17 update person_description Kelly DeRoy => Kelly DeRoy
2025-01-17 update person_description Becky McIntyre => Rebecca McIntyre
2025-01-17 update person_title Kelly DeRoy: Analytics Manager, Trading & Reporting => FPQP Data & Analytics Manager and Compliance Specialist
2025-01-17 update person_title Keri Fish: Investment Operations Specialist => Head Trader
2024-11-19 delete email lu..@welchgroup.com
2024-11-19 delete person Luke Brooks
2024-11-19 insert person Mikaela Claudepierre
2024-11-19 update person_description Jennifer Kendall => Jennifer Kendall
2024-11-19 update person_description Logan Frost => Logan Frost
2024-07-03 delete about_pages_linkeddomain buildup.work
2024-07-03 delete about_pages_linkeddomain edbirmingham.org
2024-07-03 delete about_pages_linkeddomain the-wellhouse.org
2024-07-03 delete source_ip 35.215.97.43
2024-07-03 insert about_pages_linkeddomain adysarmy.org
2024-07-03 insert about_pages_linkeddomain alabamaveterans.org
2024-07-03 insert about_pages_linkeddomain alabamawildlife.org
2024-07-03 insert about_pages_linkeddomain amandapair.org
2024-07-03 insert about_pages_linkeddomain birminghamzoo.com
2024-07-03 insert about_pages_linkeddomain csalabama.org
2024-07-03 insert about_pages_linkeddomain cureovariancancer.org
2024-07-03 insert about_pages_linkeddomain kiwanisone.org
2024-07-03 insert about_pages_linkeddomain roarthecure.org
2024-07-03 insert about_pages_linkeddomain smallmagic.org
2024-07-03 insert about_pages_linkeddomain sozochildren.org
2024-07-03 insert about_pages_linkeddomain studiobythetracks.org
2024-07-03 insert email co..@welchgroup.com
2024-07-03 insert email ke..@welchgroup.com
2024-07-03 insert email lo..@welchgroup.com
2024-07-03 insert email ma..@welchgroup.com
2024-07-03 insert email sa..@welchgroup.com
2024-07-03 insert email sa..@welchgroup.com
2024-07-03 insert management_pages_linkeddomain calendly.com
2024-07-03 insert person Cory Reamer
2024-07-03 insert person Keri Fish
2024-07-03 insert person Logan Frost
2024-07-03 insert person Madeline Kramer
2024-07-03 insert person Samantha Pittenger
2024-07-03 insert person Savannah Frickey
2024-07-03 insert service_pages_linkeddomain calendly.com
2024-07-03 insert source_ip 172.67.181.237
2024-07-03 insert source_ip 104.21.91.239
2024-07-03 update person_description Greta Sandy => Greta Sandy
2024-07-03 update person_description Rebecca McIntyre => Rebecca McIntyre
2024-07-03 update person_title Andrea Messick: in 2013 As an Administrative Assistant; Investment Operations Specialist => Senior Investment Operations Specialist; in 2013 As an Administrative Assistant
2024-07-03 update person_title Kelly DeRoy: Analytics Manager => Analytics Manager, Trading & Reporting
2023-06-25 delete source_ip 35.209.124.59
2023-06-25 insert email mi..@welchgroup.com
2023-06-25 insert person Mikaela Rohn
2023-06-25 insert source_ip 35.215.97.43
2023-06-25 update person_description Callie Waldrop => Callie Waldrop
2023-06-25 update person_description Rebecca McIntyre => Rebecca McIntyre
2023-05-25 insert about_pages_linkeddomain cahabariversociety.org
2023-04-07 insert email jo..@welchgroup.com
2023-04-07 insert person John Beatty
2023-01-02 delete alias Welch Group As
2022-11-30 insert about_pages_linkeddomain childrensharbor.com
2022-10-30 insert about_pages_linkeddomain alzca.org
2022-10-30 insert about_pages_linkeddomain apcbham.org
2022-10-30 insert about_pages_linkeddomain gracekleincommunity.com
2022-10-30 insert about_pages_linkeddomain mmqbc.org
2022-10-30 insert alias Welch Group As
2022-10-30 insert email lu..@welchgroup.com
2022-10-30 insert person Luke Brooks
2022-05-24 delete source_ip 162.243.229.126
2022-05-24 insert about_pages_linkeddomain google.com
2022-05-24 insert email be..@welchgroup.com
2022-05-24 insert index_pages_linkeddomain google.com
2022-05-24 insert management_pages_linkeddomain google.com
2022-05-24 insert person Rebecca McIntyre
2022-05-24 insert service_pages_linkeddomain google.com
2022-05-24 insert source_ip 35.209.124.59
2022-05-24 update person_description Marshall Clay => Marshall Clay
2022-05-24 update person_description Michael Wagner => Michael Wagner