| Date | Description |
|---|
| 2025-02-28 |
insert cco David Traupman |
| 2025-02-28 |
delete address Bayshore Executive Plaza
10800 Biscayne Boulevard, 7th Floor, Suite 725
Miami, FL 33161 |
| 2025-02-28 |
delete management_pages_linkeddomain fi360.com |
| 2025-02-28 |
insert address 7971 Riviera Boulevard
Suite 331
Miramar, FL 33023 |
| 2025-02-28 |
insert address Bayshore Executive Plaza
7971 Riviera Boulevard, Suite 331
Miramar, FL 33023 |
| 2025-02-28 |
insert management_pages_linkeddomain nova.edu |
| 2025-02-28 |
update person_description Adrian Lopez Aguilar => Adrian Lopez Aguilar |
| 2025-02-28 |
update person_description David Treece => David Treece IAR |
| 2025-02-28 |
update person_description Harshita Kalra => Harshita Kalra |
| 2025-02-28 |
update person_description Robert Wroblewski AIF => Robert Wroblewski IAR |
| 2025-02-28 |
update person_title Adrian Lopez Aguilar: Financial Advisor Apprentice => Operations Associate |
| 2025-02-28 |
update person_title Adriana E. Gonzalez Lares: Client Service Representative => Client Services Associate |
| 2025-02-28 |
update person_title David Traupman: Communications & Marketing Director => Communications Director |
| 2025-02-28 |
update person_title Farhan Shaban: Digital Marketing Specialist => Communications Associate |
| 2025-02-28 |
update person_title Harshita Kalra: Client Relations Manager => Branch Operations Manager |
| 2025-02-28 |
update person_title Robert Wroblewski IAR: Member of Team Treece; Business Development Manager => null |
| 2025-02-28 |
update primary_contact Bayshore Executive Plaza
10800 Biscayne Boulevard, 7th Floor, Suite 725
Miami, FL 33161 => 7971 Riviera Boulevard
Suite 331
Miramar, FL 33023 |
| 2025-01-04 |
delete management_pages_linkeddomain welcome.miami.edu |
| 2025-01-04 |
delete person Siggy Gierhart |
| 2024-12-01 |
insert person Adriana E. Gonzalez Lares |
| 2024-10-20 |
delete person Gretchen E. Nauck |
| 2024-10-20 |
insert management_pages_linkeddomain temple.edu |
| 2024-07-17 |
update person_description Adrian Lopez => Adrian Lopez Aguilar |
| 2024-07-17 |
update person_title Adrian Lopez Aguilar: Client Services Assistant => Financial Advisor Apprentice |
| 2024-06-13 |
insert management_pages_linkeddomain welcome.miami.edu |
| 2024-06-13 |
insert person Gretchen E. Nauck |
| 2024-06-13 |
insert person Siggy Gierhart |
| 2024-04-02 |
delete person Gretchen E. Nauck |
| 2024-04-02 |
delete person Meet Robert Wroblewski |
| 2024-04-02 |
insert client_pages_linkeddomain cetera.com |
| 2024-04-02 |
insert client_pages_linkeddomain myceterasmartworks.com |
| 2024-04-02 |
insert contact_pages_linkeddomain cetera.com |
| 2024-04-02 |
insert contact_pages_linkeddomain myceterasmartworks.com |
| 2024-04-02 |
insert index_pages_linkeddomain calendly.com |
| 2024-04-02 |
insert index_pages_linkeddomain cetera.com |
| 2024-04-02 |
insert index_pages_linkeddomain myceterasmartworks.com |
| 2024-04-02 |
insert management_pages_linkeddomain calendly.com |
| 2024-04-02 |
insert management_pages_linkeddomain cetera.com |
| 2024-04-02 |
insert management_pages_linkeddomain myceterasmartworks.com |
| 2024-04-02 |
insert product_pages_linkeddomain cetera.com |
| 2024-04-02 |
insert product_pages_linkeddomain myceterasmartworks.com |
| 2024-04-02 |
insert service_pages_linkeddomain calendly.com |
| 2024-04-02 |
insert service_pages_linkeddomain cetera.com |
| 2024-04-02 |
insert service_pages_linkeddomain myceterasmartworks.com |
| 2024-04-02 |
update person_description Harshita Kalra => Harshita Kalra |
| 2023-10-12 |
delete client_pages_linkeddomain sipc.org |
| 2023-10-12 |
delete contact_pages_linkeddomain sipc.org |
| 2023-10-12 |
delete email da..@davidtreece.com |
| 2023-10-12 |
delete index_pages_linkeddomain sipc.org |
| 2023-10-12 |
delete management_pages_linkeddomain sipc.org |
| 2023-10-12 |
delete product_pages_linkeddomain sipc.org |
| 2023-10-12 |
delete service_pages_linkeddomain sipc.org |
| 2023-10-12 |
insert client_pages_linkeddomain ceteraadvisors.com |
| 2023-10-12 |
insert contact_pages_linkeddomain ceteraadvisors.com |
| 2023-10-12 |
insert index_pages_linkeddomain ceteraadvisors.com |
| 2023-10-12 |
insert management_pages_linkeddomain ceteraadvisors.com |
| 2023-10-12 |
insert person Farhan Shaban |
| 2023-10-12 |
insert person Meet Robert Wroblewski |
| 2023-10-12 |
insert product_pages_linkeddomain ceteraadvisors.com |
| 2023-10-12 |
insert service_pages_linkeddomain ceteraadvisors.com |
| 2023-10-12 |
update person_description Harshita Kalra => Harshita Kalra |
| 2023-10-12 |
update person_description David Treece => Meet David Treece |
| 2023-05-29 |
insert person Adrian Lopez |
| 2023-05-29 |
insert person Gretchen E. Nauck |
| 2023-04-12 |
delete source_ip 104.16.65.197 |
| 2023-04-12 |
delete source_ip 104.16.66.197 |
| 2023-04-12 |
delete source_ip 104.16.67.197 |
| 2023-04-12 |
delete source_ip 104.16.68.197 |
| 2023-04-12 |
delete source_ip 104.16.69.197 |
| 2023-04-12 |
insert source_ip 104.17.167.172 |
| 2023-04-12 |
insert source_ip 104.17.168.172 |
| 2023-04-12 |
insert source_ip 104.17.169.172 |
| 2023-04-12 |
insert source_ip 104.17.170.172 |
| 2023-04-12 |
insert source_ip 104.17.171.172 |
| 2023-02-23 |
insert partner_pages_linkeddomain moneymaestra.com |
| 2023-02-23 |
insert partner_pages_linkeddomain neptunesociety.com |
| 2023-02-23 |
update person_description David Traupman => David Traupman |
| 2023-02-23 |
update person_description Robert Wroblewski => Robert Wroblewski |
| 2023-01-05 |
delete cmo David Traupman |
| 2023-01-05 |
insert otherexecutives David Traupman |
| 2023-01-05 |
delete email tr..@davidtreece.com |
| 2023-01-05 |
delete person Trevor Arms |
| 2023-01-05 |
update person_description Harshita Kalra => Harshita Kalra |
| 2023-01-05 |
update person_title David Traupman: Director of Marketing => Director of Marketing & Communications |
| 2022-11-17 |
delete about_pages_linkeddomain caprivacy.org |
| 2022-11-17 |
delete contact_pages_linkeddomain caprivacy.org |
| 2022-11-17 |
delete contact_pages_linkeddomain lavidapride.com |
| 2022-11-17 |
delete index_pages_linkeddomain caprivacy.org |
| 2022-11-17 |
delete management_pages_linkeddomain caprivacy.org |
| 2022-11-17 |
delete partner_pages_linkeddomain caprivacy.org |
| 2022-11-17 |
delete service_pages_linkeddomain caprivacy.org |
| 2022-11-17 |
insert contact_pages_linkeddomain circle.so |
| 2022-11-17 |
insert contact_pages_linkeddomain youtu.be |
| 2022-09-01 |
delete email he..@davidtreece.com |
| 2022-09-01 |
delete person Heidi Tuyen |
| 2022-09-01 |
insert email tr..@davidtreece.com |
| 2022-09-01 |
insert partner_pages_linkeddomain google.com |
| 2022-09-01 |
insert partner_pages_linkeddomain tobinlawyers.com |
| 2022-09-01 |
insert person Trevor Arms |
| 2022-09-01 |
update person_title Anusha Sikand: null => Client Support Assistant |
| 2022-08-01 |
delete address 100 SE Third Avenue One Financial Plaza, Regions Bank Bldg,
Fort Lauderdale, FL 33394 |
| 2022-08-01 |
delete contact_pages_linkeddomain einnews.com |
| 2022-08-01 |
delete email jo..@davidtreece.com |
| 2022-08-01 |
delete person Jorge Bernabe Fierro |
| 2022-08-01 |
insert about_pages_linkeddomain fi360.com |
| 2022-08-01 |
insert about_pages_linkeddomain ltc-cltc.com |
| 2022-08-01 |
insert contact_pages_linkeddomain lavidapride.com |
| 2022-08-01 |
insert index_pages_linkeddomain 401koptimizer.com |
| 2022-08-01 |
insert management_pages_linkeddomain calendly.com |
| 2022-08-01 |
update person_title David Treece: Investment Advisor; Representative; Chosen As One of 12 Financial Professionals for Groundbreaking Cetera Financial Group Inclusion Council => Investment Advisor; Representative |
| 2022-05-29 |
insert cmo David Traupman |
| 2022-05-29 |
delete email ch..@davidtreece.com |
| 2022-05-29 |
delete email ni..@davidtreece.com |
| 2022-05-29 |
delete person Christopher Brazela |
| 2022-05-29 |
delete person Nicholas Abrams |
| 2022-05-29 |
insert email an..@davidtreece.com |
| 2022-05-29 |
insert email dt..@davidtreece.com |
| 2022-05-29 |
insert email he..@davidtreece.com |
| 2022-05-29 |
insert person Anusha Sikand |
| 2022-05-29 |
insert person David Traupman |
| 2022-05-29 |
insert person Heidi Tuyen |
| 2022-03-27 |
delete cmo David Traupman |
| 2022-03-27 |
delete email dt..@davidtreece.com |
| 2022-03-27 |
delete person David Traupman |
| 2022-03-27 |
insert email jo..@davidtreece.com |
| 2022-03-27 |
insert email ni..@davidtreece.com |
| 2022-03-27 |
insert person Jorge Bernabe Fierro |
| 2022-03-27 |
insert person Nicholas Abrams |
| 2022-03-27 |
update person_description Robert Wroblewski => Robert Wroblewski |
| 2021-12-23 |
update person_title Michael Vita: Broward County Marketing Director => null |
| 2021-09-20 |
delete contact_pages_linkeddomain bizzabo.com |
| 2021-09-20 |
delete email fa..@davidtreece.com |
| 2021-09-20 |
delete person Farhan Shaban |
| 2021-09-20 |
insert email ch..@davidtreece.com |
| 2021-09-20 |
insert person Christopher Brazela |
| 2021-07-18 |
delete contact_pages_linkeddomain jcsfl.org |
| 2021-07-18 |
delete contact_pages_linkeddomain myredstring.com |
| 2021-07-18 |
delete partner_pages_linkeddomain myredstring.com |
| 2021-07-18 |
insert partner_pages_linkeddomain elderneedslaw.com |
| 2021-07-18 |
insert partner_pages_linkeddomain gogograndparent.com |
| 2021-07-18 |
insert partner_pages_linkeddomain joinpapa.com |
| 2021-06-16 |
insert contact_pages_linkeddomain bizzabo.com |
| 2021-06-16 |
insert contact_pages_linkeddomain latimes.com |
| 2021-06-16 |
insert index_pages_linkeddomain calendly.com |
| 2021-06-16 |
update person_title David Treece Chosen: Investment Advisor; Representative => Investment Advisor; Representative; Chosen As One of 12 Financial Professionals for Groundbreaking Cetera Financial Group Inclusion Council |
| 2021-04-20 |
delete email jo..@davidtreece.com |
| 2021-04-20 |
delete person Jonathan Abosaid |
| 2021-04-20 |
delete person Luis Gonzalez Etchevest |
| 2021-04-20 |
insert contact_pages_linkeddomain finimize.com |
| 2021-04-20 |
insert contact_pages_linkeddomain jcsfl.org |
| 2021-04-20 |
insert contact_pages_linkeddomain myredstring.com |
| 2021-04-20 |
insert partner_pages_linkeddomain silverbills.com |
| 2021-01-30 |
delete partner_pages_linkeddomain theseniorsanswer.com |
| 2021-01-30 |
insert contact_pages_linkeddomain einnews.com |
| 2021-01-30 |
insert contact_pages_linkeddomain fox4now.com |
| 2021-01-30 |
insert contact_pages_linkeddomain iamceo.co |
| 2021-01-30 |
insert contact_pages_linkeddomain talkwithaudrey.com |
| 2021-01-30 |
insert contact_pages_linkeddomain tveyes.com |
| 2021-01-30 |
insert partner_pages_linkeddomain arborcompany.com |
| 2021-01-30 |
insert partner_pages_linkeddomain myredstring.com |
| 2021-01-30 |
insert partner_pages_linkeddomain pamgroupinc.com |
| 2021-01-30 |
insert partner_pages_linkeddomain viliving.com |
| 2020-10-03 |
insert contact_pages_linkeddomain calameo.com |
| 2020-07-25 |
delete email gi..@davidtreece.com |
| 2020-07-25 |
delete person Gil Ezeraty |
| 2020-06-23 |
insert partner_pages_linkeddomain asaging.org |
| 2020-06-23 |
insert partner_pages_linkeddomain ftlprimegentlemen.org |
| 2020-06-23 |
insert partner_pages_linkeddomain gaybizmiami.com |
| 2020-06-23 |
insert partner_pages_linkeddomain ivy.com |
| 2020-06-23 |
insert partner_pages_linkeddomain jcsfl.org |
| 2020-06-23 |
insert partner_pages_linkeddomain miamishores.com |
| 2020-06-23 |
insert partner_pages_linkeddomain miamishoresvillage.com |
| 2020-06-23 |
insert partner_pages_linkeddomain nextavenue.org |
| 2020-06-23 |
insert partner_pages_linkeddomain pridecenterflorida.org |
| 2020-02-23 |
insert email fa..@davidtreece.com |
| 2020-02-23 |
insert email gi..@davidtreece.com |
| 2020-02-23 |
insert email jo..@davidtreece.com |
| 2020-02-23 |
insert person Farhan Shaban |
| 2020-02-23 |
insert person Gil Ezeraty |
| 2020-02-23 |
insert person Jonathan Abosaid |
| 2020-02-23 |
update person_title Harshita Kalra: Client Relations Specialist => Client Relations Manager |
| 2020-01-21 |
delete email an..@davidtreece.com |
| 2020-01-21 |
delete person Andrey Mangushev |
| 2020-01-21 |
insert about_pages_linkeddomain caprivacy.org |
| 2020-01-21 |
insert casestudy_pages_linkeddomain caprivacy.org |
| 2020-01-21 |
insert contact_pages_linkeddomain caprivacy.org |
| 2020-01-21 |
insert index_pages_linkeddomain caprivacy.org |
| 2020-01-21 |
insert management_pages_linkeddomain caprivacy.org |
| 2020-01-21 |
insert partner_pages_linkeddomain caprivacy.org |
| 2020-01-21 |
insert service_pages_linkeddomain caprivacy.org |