| Date | Description |
|---|
| 2023-07-12 |
insert address 246 Goose Ln, Ste 201 Guilford, CT |
| 2023-07-12 |
insert address 83 Halls Rd, Ste 205 Old Lyme CT |
| 2023-07-12 |
insert address 83 Halls Road, Suite 205
Old Lyme, CT 06371 |
| 2023-07-12 |
insert email jw..@exencialwealth.com |
| 2023-07-12 |
insert person Jean Wilczynski |
| 2023-07-12 |
insert phone +1 (860) 434-5999 |
| 2023-04-27 |
delete email bs..@sfadvisors.com |
| 2023-04-27 |
delete email cb..@sfadvisors.com |
| 2023-04-27 |
delete email ps..@sfadvisors.com |
| 2023-04-27 |
insert email bs..@exencialwealth.com |
| 2023-04-27 |
insert email cb..@exencialwealth.com |
| 2023-04-27 |
insert email ps..@exencialwealth.com |
| 2023-04-27 |
update person_title Christine Blumenthal: Client Service Manager => Relationship Manager at EWA of CT; Relationship Manager |
| 2022-11-19 |
delete contact_pages_linkeddomain sec.gov |
| 2022-11-19 |
delete index_pages_linkeddomain sec.gov |
| 2022-11-19 |
delete management_pages_linkeddomain sec.gov |
| 2022-11-19 |
insert alias SFAdvisors |
| 2022-11-19 |
insert contact_pages_linkeddomain letsmakeaplan.org |
| 2022-11-19 |
insert contact_pages_linkeddomain moneyguidepro.com |
| 2022-11-19 |
insert contact_pages_linkeddomain morningstar.com |
| 2022-11-19 |
insert contact_pages_linkeddomain schwab.com |
| 2022-11-19 |
insert email yo..@sfadvisors.com |
| 2022-11-19 |
insert fax +1 (203) 458-7965 |
| 2022-11-19 |
insert index_pages_linkeddomain moneyguidepro.com |
| 2022-11-19 |
insert index_pages_linkeddomain morningstar.com |
| 2022-11-19 |
insert index_pages_linkeddomain schwab.com |
| 2022-11-19 |
insert management_pages_linkeddomain moneyguidepro.com |
| 2022-11-19 |
insert management_pages_linkeddomain morningstar.com |
| 2022-11-19 |
insert management_pages_linkeddomain schwab.com |
| 2022-11-19 |
insert phone +1 (203) 458-6800 |
| 2022-11-19 |
update website_status TemplateWebsite => OK |
| 2022-09-19 |
update website_status IndexPageFetchError => TemplateWebsite |
| 2022-07-18 |
update website_status OK => IndexPageFetchError |
| 2021-01-26 |
delete person Stephanie Van Albert |
| 2021-01-26 |
insert index_pages_linkeddomain sec.gov |
| 2021-01-26 |
insert management_pages_linkeddomain sec.gov |
| 2021-01-26 |
insert service_pages_linkeddomain sec.gov |
| 2020-01-20 |
delete person Kristi Joy |
| 2019-09-20 |
insert person Christine Blumenthal |
| 2019-09-20 |
update person_description Brendan T. Smith => Brendan T. Smith |
| 2019-06-22 |
update person_description Brendan T. Smith => Brendan T. Smith |
| 2019-06-22 |
update person_description Patrick M. Smith => Patrick M. Smith |
| 2019-06-22 |
update person_description Stephanie Van Albert => Stephanie Van Albert |
| 2019-06-22 |
update person_title Stephanie Van Albert: Associate; Financial Advisor => Financial Advisor Associate / Education |
| 2018-11-13 |
insert person Stephanie Van Albert |
| 2018-09-03 |
delete person Gregory Dowler |
| 2018-09-03 |
insert career_pages_linkeddomain bbb.org |
| 2018-09-03 |
insert career_pages_linkeddomain finra.org |
| 2018-09-03 |
insert contact_pages_linkeddomain bbb.org |
| 2018-09-03 |
insert contact_pages_linkeddomain finra.org |
| 2018-09-03 |
insert index_pages_linkeddomain bbb.org |
| 2018-09-03 |
insert index_pages_linkeddomain finra.org |
| 2018-09-03 |
insert management_pages_linkeddomain bbb.org |
| 2018-09-03 |
insert management_pages_linkeddomain finra.org |
| 2018-09-03 |
insert service_pages_linkeddomain bbb.org |
| 2018-09-03 |
insert service_pages_linkeddomain finra.org |
| 2018-09-03 |
insert terms_pages_linkeddomain bbb.org |
| 2018-09-03 |
insert terms_pages_linkeddomain finra.org |
| 2017-10-25 |
delete source_ip 173.254.29.154 |
| 2017-10-25 |
insert source_ip 104.198.100.43 |
| 2017-01-07 |
delete management_pages_linkeddomain baidu.com |
| 2017-01-07 |
delete management_pages_linkeddomain bufferapp.com |
| 2017-01-07 |
delete management_pages_linkeddomain delicious.com |
| 2017-01-07 |
delete management_pages_linkeddomain draugiem.lv |
| 2017-01-07 |
delete management_pages_linkeddomain evernote.com |
| 2017-01-07 |
delete management_pages_linkeddomain facebook.com |
| 2017-01-07 |
delete management_pages_linkeddomain flipboard.com |
| 2017-01-07 |
delete management_pages_linkeddomain getpocket.com |
| 2017-01-07 |
delete management_pages_linkeddomain getsocial.io |
| 2017-01-07 |
delete management_pages_linkeddomain linkedin.com |
| 2017-01-07 |
delete management_pages_linkeddomain odnoklassniki.ru |
| 2017-01-07 |
delete management_pages_linkeddomain pinterest.com |
| 2017-01-07 |
delete management_pages_linkeddomain plus.google.com |
| 2017-01-07 |
delete management_pages_linkeddomain reddit.com |
| 2017-01-07 |
delete management_pages_linkeddomain renren.com |
| 2017-01-07 |
delete management_pages_linkeddomain skype.com |
| 2017-01-07 |
delete management_pages_linkeddomain slack.com |
| 2017-01-07 |
delete management_pages_linkeddomain stumbleupon.com |
| 2017-01-07 |
delete management_pages_linkeddomain tumblr.com |
| 2017-01-07 |
delete management_pages_linkeddomain vkontakte.ru |
| 2017-01-07 |
delete management_pages_linkeddomain weibo.com |
| 2017-01-07 |
delete management_pages_linkeddomain xing.com |
| 2017-01-07 |
delete management_pages_linkeddomain ycombinator.com |
| 2017-01-07 |
delete management_pages_linkeddomain yummly.com |
| 2016-12-08 |
delete address 246 Goose Lane, Suite 201
Guilford, Connecticut 06437 |
| 2016-12-08 |
delete source_ip 173.254.28.159 |
| 2016-12-08 |
insert source_ip 173.254.29.154 |
| 2016-08-12 |
insert person Greg Dowler |
| 2016-03-20 |
delete contact_pages_linkeddomain how2design.com |
| 2016-03-20 |
delete contact_pages_linkeddomain linkedin.com |
| 2016-03-20 |
delete contact_pages_linkeddomain twitter.com |
| 2016-03-20 |
delete index_pages_linkeddomain how2design.com |
| 2016-03-20 |
delete index_pages_linkeddomain linkedin.com |
| 2016-03-20 |
delete index_pages_linkeddomain twitter.com |
| 2016-03-20 |
delete management_pages_linkeddomain how2design.com |
| 2016-03-20 |
delete management_pages_linkeddomain linkedin.com |
| 2016-03-20 |
delete management_pages_linkeddomain twitter.com |
| 2016-03-20 |
delete person Jason P. Atwater |
| 2016-03-20 |
delete service_pages_linkeddomain how2design.com |
| 2016-03-20 |
delete service_pages_linkeddomain linkedin.com |
| 2016-03-20 |
delete service_pages_linkeddomain twitter.com |
| 2016-03-20 |
insert address 246 Goose Lane, Suite 201
Guilford, Connecticut 06437 |
| 2015-08-05 |
delete service_pages_linkeddomain cfainstitute.org |
| 2015-08-05 |
delete service_pages_linkeddomain letsmakeaplan.org |
| 2015-08-05 |
insert index_pages_linkeddomain how2design.com |
| 2015-08-05 |
insert service_pages_linkeddomain how2design.com |
| 2015-02-14 |
update website_status FlippedRobots => OK |
| 2015-02-14 |
delete source_ip 173.254.28.73 |
| 2015-02-14 |
insert source_ip 173.254.28.159 |
| 2015-02-14 |
update person_title Jason P. Atwater: Financial Advisor => Certified Financial Planner |
| 2015-01-20 |
update website_status OK => FlippedRobots |
| 2014-09-01 |
insert management_pages_linkeddomain letsmakeaplan.org |
| 2014-09-01 |
insert service_pages_linkeddomain letsmakeaplan.org |