| Date | Description |
|---|
| 2024-03-15 |
delete email cd..@bostonwealth.com |
| 2024-03-15 |
delete person Carolyn Denisi |
| 2023-09-25 |
insert about_pages_linkeddomain google.com |
| 2023-09-25 |
insert contact_pages_linkeddomain google.com |
| 2023-09-25 |
insert index_pages_linkeddomain google.com |
| 2023-09-25 |
insert index_pages_linkeddomain inc.com |
| 2023-09-25 |
insert management_pages_linkeddomain google.com |
| 2023-08-23 |
update person_description Azadeh "Ozzie" Ward => Azadeh "Ozzie" Ward |
| 2023-08-23 |
update person_description Valerie McClendon => Valerie McClendon |
| 2023-04-24 |
delete email ef..@bostonwealth.com |
| 2023-04-24 |
delete person Erik Fyrer |
| 2023-02-20 |
insert alias Five Star Wealth Manager Award |
| 2023-02-20 |
insert index_pages_linkeddomain fivestarprofessional.com |
| 2023-02-20 |
update person_description Jack Heintzelman => Jack Heintzelman |
| 2023-01-20 |
update person_title Caroline Knights: Member of Pi Beta Phi 's Boston Chapter; Director of Financial Planning Services => Member of Pi Beta Phi 's Boston Chapter |
| 2022-10-16 |
insert email gs..@bostonwealth.com |
| 2022-10-16 |
update person_title Carolyn Denisi: Client Service Manager; Client Service Associate => Client Service Associate |
| 2022-10-16 |
update person_title Daniel Berman: Client Service Manager; Client Service Associate => Client Service Associate |
| 2022-09-15 |
delete email gs..@bostonwealth.com |
| 2022-09-15 |
insert email pl..@bostonwealth.com |
| 2022-09-15 |
update person_title Carolyn Denisi: Client Service Associate => Client Service Manager; Client Service Associate |
| 2022-09-15 |
update person_title Daniel Berman: Client Service Associate => Client Service Manager; Client Service Associate |
| 2022-07-12 |
insert email ef..@bostonwealth.com |
| 2022-07-12 |
insert email gs..@bostonwealth.com |
| 2022-07-12 |
insert person Erik Fyrer |
| 2022-07-12 |
insert person Grace Sun |