| Date | Description |
|---|
| 2024-12-16 |
insert email bp..@hallidayfinancial.com |
| 2024-12-16 |
insert person Rebecca Pino |
| 2024-03-12 |
update person_title Michael G. Stanton: Financial Professional; Financial Professional, Healthcare Specialist => Healthcare Specialist Financial Professional; Financial Professional, Healthcare Specialist |
| 2023-09-20 |
delete vp Enri Dama |
| 2023-09-20 |
delete email ed..@hallidayfinancial.com |
| 2023-09-20 |
delete email rb..@hallidayfinancial.com |
| 2023-09-20 |
delete person Enri Dama |
| 2023-09-20 |
delete person Ricky Bao |
| 2023-09-20 |
insert email sc..@hallidayfinancial.com |
| 2023-09-20 |
insert person Sianna Clute |
| 2023-09-20 |
update person_title Christopher Truncellito: Administrative Assistant => Financial Advisor |
| 2023-09-20 |
update person_title Kourtney Van Patten: Capital Markets Operations Manager => Office Manager |
| 2023-07-15 |
update person_description Denis J. Moynihan => Denis J. Moynihan |
| 2023-04-25 |
delete email ms..@hallidayfinancial.com |
| 2023-03-24 |
delete email sv..@hallidayfinancial.com |
| 2023-03-24 |
delete person Stephen R. Vadney |
| 2022-10-17 |
insert email bw..@hallidayfinancial.com |
| 2022-10-17 |
insert email rb..@hallidayfinancial.com |
| 2022-10-17 |
insert person Ricky Bao |
| 2022-06-14 |
delete svp Paul S. Grabkowski |
| 2022-06-14 |
delete email af..@hallidayfinancial.com |
| 2022-06-14 |
delete email pg..@hallidayfinancial.com |
| 2022-06-14 |
delete person Allyson Fox |
| 2022-06-14 |
delete person Paul S. Grabkowski |
| 2022-03-13 |
delete svp Joseph S. Lemme |
| 2022-03-13 |
delete svp Stephen E. Frost |
| 2022-03-13 |
delete address 1577 Fruitville Road
Sarasota, FL 34236 |
| 2022-03-13 |
delete address 404 5th Ave, 3rd Floor
New York, NY 10018 |
| 2022-03-13 |
delete email ee..@hallidayfinancial.com |
| 2022-03-13 |
delete email jl..@hallidayfinancial.com |
| 2022-03-13 |
delete email kr..@hallidayfinancial.com |
| 2022-03-13 |
delete email sf..@hallidayfinancial.com |
| 2022-03-13 |
delete email sj..@hallidayfinancial.com |
| 2022-03-13 |
delete email ss..@hallidayfinancial.com |
| 2022-03-13 |
delete email tl..@hallidayfinancial.com |
| 2022-03-13 |
delete person Elizabeth G. Eckler |
| 2022-03-13 |
delete person Joseph S. Lemme |
| 2022-03-13 |
delete person Katheryne L. Rogers |
| 2022-03-13 |
delete person Scott H. Solomon |
| 2022-03-13 |
delete person Sharon A. Jackson |
| 2022-03-13 |
delete person Stephen E. Frost |
| 2022-03-13 |
delete person Thomas E. Livingston |
| 2022-03-13 |
delete phone (800) 786-1598 |
| 2022-03-13 |
delete phone (941) 296-0124 |
| 2022-03-13 |
insert email ct..@hallidayfinancial.com |
| 2022-03-13 |
insert email lk..@hallidayfinancial.com |
| 2022-03-13 |
insert person Christopher Truncellito |
| 2022-03-13 |
insert person Lorraine Kelly |
| 2022-03-13 |
update person_title Stephanie Weiss: Administrative Assistant => Executive Assistant |
| 2021-10-01 |
delete email sb..@hallidayfinancial.com |
| 2021-10-01 |
delete person Sarah Bush |
| 2021-10-01 |
update person_title Michael G. Stanton: Financial Professional => Financial Professional; Financial Professional, Healthcare Specialist |
| 2021-05-29 |
update person_title Milorad "Miki" Sobot: Financial Advisor => Certified Financial Planner |
| 2021-02-16 |
delete email cm..@hallidayfinancial.com |
| 2021-02-16 |
delete person Constantine Matsoukas |
| 2021-02-16 |
insert email mr..@hallidayfinancial.com |
| 2021-01-16 |
delete email cc..@hallidayfinancial.com |
| 2021-01-16 |
delete email re..@hallidayfinancial.com |
| 2021-01-16 |
delete person Chaster Chang |
| 2021-01-16 |
delete person Rodrigo Esperon |
| 2020-10-05 |
delete coo Scott H. Solomon |
| 2020-10-05 |
delete president Scott H. Solomon |
| 2020-10-05 |
insert svp Gary W. Lofgren |
| 2020-10-05 |
insert svp Michael F. Fleming |
| 2020-10-05 |
delete email me..@hallidayfinancial.com |
| 2020-10-05 |
delete person Malcolm J. Eustis |
| 2020-10-05 |
insert email gl..@hallidayfinancial.com |
| 2020-10-05 |
insert email hk..@hallidayfinancial.com |
| 2020-10-05 |
insert email jh..@hallidayfinancial.com |
| 2020-10-05 |
insert email jp..@hallidayfinancial.com |
| 2020-10-05 |
insert email jt..@hallidayfinancial.com |
| 2020-10-05 |
insert email jw..@hallidayfinancial.com |
| 2020-10-05 |
insert email kp..@hallidayfinancial.com |
| 2020-10-05 |
insert email mf..@hallidayfinancial.com |
| 2020-10-05 |
insert email ms..@hallidayfinancial.com |
| 2020-10-05 |
insert email ms..@hallidayfinancial.com |
| 2020-10-05 |
insert email mt..@hallidayfinancial.com |
| 2020-10-05 |
insert email pm..@hallidayfinancial.com |
| 2020-10-05 |
insert email rd..@hallidayfinancial.com |
| 2020-10-05 |
insert email rp..@hallidayfinancial.com |
| 2020-10-05 |
insert email sb..@hallidayfinancial.com |
| 2020-10-05 |
insert email ss..@hallidayfinancial.com |
| 2020-10-05 |
insert email ss..@hallidayfinancial.com |
| 2020-10-05 |
insert email sv..@hallidayfinancial.com |
| 2020-10-05 |
insert person Gary W. Lofgren |
| 2020-10-05 |
insert person Howard V. Kibrick |
| 2020-10-05 |
insert person James J. Pino |
| 2020-10-05 |
insert person James Werner |
| 2020-10-05 |
insert person Joseph M. Hill |
| 2020-10-05 |
insert person Joseph R. Tedeschi |
| 2020-10-05 |
insert person Katherine Piscopo Stein |
| 2020-10-05 |
insert person Marisa Teller |
| 2020-10-05 |
insert person Michael F. Fleming |
| 2020-10-05 |
insert person Milorad "Miki" Sobot |
| 2020-10-05 |
insert person Paul Mohammadi |
| 2020-10-05 |
insert person Richard J. DiMaggio |
| 2020-10-05 |
insert person Ronald H. Prior |
| 2020-10-05 |
insert person Sandy Joel Siff |
| 2020-10-05 |
insert person Sarah Bush |
| 2020-10-05 |
insert person Stephen R. Vadney |
| 2020-10-05 |
update person_title Scott H. Solomon: Chief Operating Officer, President of Halliday Wealth Management; Member of the Executive Team; President; COO => Chief Operating Officer, President of Halliday Wealth Management; President, Halliday Financial Wealth Management Chief Operating Officer; Member of the Executive Team |
| 2020-07-30 |
delete svp Gary W. Lofgren |
| 2020-07-30 |
delete svp Michael F. Fleming |
| 2020-07-30 |
delete email gl..@hallidayfinancial.com |
| 2020-07-30 |
delete email hk..@hallidayfinancial.com |
| 2020-07-30 |
delete email jh..@hallidayfinancial.com |
| 2020-07-30 |
delete email jp..@hallidayfinancial.com |
| 2020-07-30 |
delete email jt..@hallidayfinancial.com |
| 2020-07-30 |
delete email jw..@hallidayfinancial.com |
| 2020-07-30 |
delete email kp..@hallidayfinancial.com |
| 2020-07-30 |
delete email mf..@hallidayfinancial.com |
| 2020-07-30 |
delete email ms..@hallidayfinancial.com |
| 2020-07-30 |
delete email ms..@hallidayfinancial.com |
| 2020-07-30 |
delete email mt..@hallidayfinancial.com |
| 2020-07-30 |
delete email pm..@hallidayfinancial.com |
| 2020-07-30 |
delete email rd..@hallidayfinancial.com |
| 2020-07-30 |
delete email rp..@hallidayfinancial.com |
| 2020-07-30 |
delete email ss..@hallidayfinancial.com |
| 2020-07-30 |
delete email ss..@hallidayfinancial.com |
| 2020-07-30 |
delete email sv..@hallidayfinancial.com |
| 2020-07-30 |
delete person Gary W. Lofgren |
| 2020-07-30 |
delete person Howard V. Kibrick |
| 2020-07-30 |
delete person James J. Pino |
| 2020-07-30 |
delete person James Werner |
| 2020-07-30 |
delete person Joseph M. Hill |
| 2020-07-30 |
delete person Joseph R. Tedeschi |
| 2020-07-30 |
delete person Katherine Piscopo Stein |
| 2020-07-30 |
delete person Marisa Teller |
| 2020-07-30 |
delete person Michael F. Fleming |
| 2020-07-30 |
delete person Milorad "Miki" Sobot |
| 2020-07-30 |
delete person Paul Mohammadi |
| 2020-07-30 |
delete person Richard J. DiMaggio |
| 2020-07-30 |
delete person Ronald H. Prior |
| 2020-07-30 |
delete person Sandy Joel Siff |
| 2020-07-30 |
delete person Stephen R. Vadney |
| 2020-07-30 |
update person_description Paul S. Grabkowski => Paul S. Grabkowski |
| 2020-07-30 |
update person_title Michael G. Stanton: Financial Advisor => Financial Professional |
| 2020-07-30 |
update person_title Scott H. Solomon: Chief Operating Officer, President of Halliday Wealth Management; Member of the Executive Team; President, Halliday Financial Wealth Management Chief Operating Officer; President; COO => Chief Operating Officer, President of Halliday Wealth Management; Member of the Executive Team; President; COO |
| 2020-06-30 |
update person_title Alyssa M. Choppy: Business Development, Financial Advisor => Business Development, Financial Professional |
| 2020-04-30 |
delete email cc..@hallidayfinancial.com |
| 2020-04-30 |
delete person Cheryl Cooper |
| 2020-04-30 |
insert email ac..@hallidayfinancial.com |
| 2020-04-30 |
insert person Alyssa M. Choppy |
| 2020-04-30 |
update person_description Allyson Fox => Allyson Fox |
| 2020-04-30 |
update person_description Malcolm J. Eustis => Malcolm J. Eustis |
| 2020-04-30 |
update person_description Stephen E. Frost => Stephen E. Frost |
| 2020-01-30 |
insert email cm..@hallidayfinancial.com |
| 2020-01-30 |
insert person Constantine Matsoukas |
| 2019-12-31 |
delete email jn..@hallidayfinanical.com |
| 2019-12-31 |
delete person Jennifer Navarra |
| 2019-12-31 |
insert email cc..@hallidayfinancial.com |
| 2019-12-31 |
insert email re..@hallidayfinancial.com |
| 2019-12-31 |
insert person Chaster Chang |
| 2019-12-31 |
insert person Rodrigo Esperon |
| 2019-12-31 |
update person_title Jessica M. Wilson: Administrative Staff Member; Administrative Assistant => Financial Advisor |
| 2019-10-31 |
delete address 205 N. Orange Ave., Suite 306
Sarasota, FL 34236 |
| 2019-10-31 |
delete email cc..@hallidayfinancial.com |
| 2019-10-31 |
delete person Christine Cristofari |
| 2019-10-31 |
insert address 1577 Fruitville Rd.
Sarasota, FL 34236 |
| 2019-10-31 |
insert email jn..@hallidayfinanical.com |
| 2019-10-31 |
insert person Jennifer Navarra |
| 2019-10-31 |
update person_title Miki Sobot: Financial Advisor; Professional Financial Assistant => Financial Advisor |
| 2019-10-31 |
update primary_contact 205 N. Orange Ave., Suite 306
Sarasota, FL 34236 => 1577 Fruitville Rd.
Sarasota, FL 34236 |
| 2019-10-01 |
delete email lm..@hallidayfinancial.com |
| 2019-10-01 |
delete person Linda E. McKenna |
| 2019-08-02 |
update person_title Kourtney Van Patten: Business Development; Administrative Staff Member => Administrative Staff Member; Capital Markets Operations Manager |
| 2019-07-03 |
delete email dc..@hallidayfinancial.com |
| 2019-07-03 |
delete email jm..@hallidayfinancial.com |
| 2019-07-03 |
delete person Danielle M. Coreno |
| 2019-07-03 |
delete person James R. McDonald |
| 2019-07-03 |
insert email cc..@hallidayfinancial.com |
| 2019-07-03 |
insert email kv..@hallidayfinancial.com |
| 2019-07-03 |
insert person Cheryl Cooper |
| 2019-07-03 |
insert person Kourtney Van Patten |
| 2019-04-28 |
delete email de..@hallidayfinancial.com |
| 2019-04-28 |
delete person Danielle M. Esposito |
| 2019-04-28 |
insert email dc..@hallidayfinancial.com |
| 2019-04-28 |
insert email jw..@hallidayfinancial.com |
| 2019-04-28 |
insert email lm..@hallidayfinancial.com |
| 2019-04-28 |
insert email me..@hallidayfinancial.com |
| 2019-04-28 |
insert person Danielle M. Coreno |
| 2019-04-28 |
insert person Jessica M. Wilson |
| 2019-04-28 |
insert person Linda E. McKenna |
| 2019-04-28 |
insert person Malcolm J. Eustis |
| 2019-04-28 |
update person_title Elizabeth G. Eckler: Administrative Staff Member; Administrative Assistant => Administrative Staff Member; Advisor Technology |
| 2019-03-29 |
delete email sa..@hallidayfinancial.com |
| 2019-03-29 |
delete person Susan Ahearn |
| 2019-03-29 |
update person_title Marisa Teller: null => Financial Advisor |
| 2019-03-29 |
update person_title Miki Sobot: Professional Financial Assistant / Financial Advisor => Financial Advisor; Professional Financial Assistant |
| 2019-02-15 |
delete svp Susan L. Phillips |
| 2019-02-15 |
delete email sp..@hallidayfinancial.com |
| 2019-02-15 |
delete person Susan L. Phillips |
| 2019-02-15 |
update person_title Miki Sobot: Administrative Assistant => Professional Financial Assistant / Financial Advisor |
| 2019-01-07 |
delete address 205 N. Orange Ave., Suite 306
Sarasota, FL 34326 |
| 2019-01-07 |
insert address 205 N. Orange Ave., Suite 306
Sarasota, FL 34236 |
| 2019-01-07 |
update primary_contact 205 N. Orange Ave., Suite 306
Sarasota, FL 34326 => 205 N. Orange Ave., Suite 306
Sarasota, FL 34236 |
| 2018-11-28 |
delete address 1819 Main St., Suite 300
Sarasota, FL 34326 |
| 2018-11-28 |
insert address 205 N. Orange Ave., Suite 306
Sarasota, FL 34326 |
| 2018-11-28 |
update person_description Danielle M. Esposito => Danielle M. Esposito |
| 2018-11-28 |
update person_title Todd Solomon: Administrative Staff Member => Administrative Staff Member; Capital Markets |
| 2018-11-28 |
update primary_contact 1819 Main St., Suite 300
Sarasota, FL 34326 => 205 N. Orange Ave., Suite 306
Sarasota, FL 34326 |
| 2018-09-16 |
delete email jd..@hallidayfinancial.com |
| 2018-09-16 |
delete person Joseph V. DePietro Jr. |
| 2018-09-16 |
update person_title Katheryne L. Rogers: Marketing & Events / Executive Assistant; Administrative Staff Member; Marketing & Events, Executive Assistant => Director of Marketing & Events, Executive Assistant; Administrative Staff Member; Director of Marketing & Events / Executive Assistant |
| 2018-08-07 |
delete otherexecutives David R. Fink |
| 2018-08-07 |
delete email cr..@hallidayfinancial.com |
| 2018-08-07 |
delete email df..@hallidayfinancial.com |
| 2018-08-07 |
delete email pd..@hallidayfinancial.com |
| 2018-08-07 |
delete email td..@hallidayfinancial.com |
| 2018-08-07 |
delete person Carol Reardon |
| 2018-08-07 |
delete person David R. Fink |
| 2018-08-07 |
delete person Penny Di Giovanna |
| 2018-08-07 |
delete person Thomas J. Dingley |
| 2018-08-07 |
insert email cc..@hallidayfinancial.com |
| 2018-08-07 |
insert email ms..@hallidayfinancial.com |
| 2018-08-07 |
insert email sw..@hallidayfinancial.com |
| 2018-08-07 |
insert person Christine Cristofari |
| 2018-08-07 |
insert person Miki Sobot |
| 2018-08-07 |
insert person Stephanie Weiss |
| 2018-04-21 |
delete address 14 Corporate Woods Blvd
Albany, NY 12211 |
| 2018-04-21 |
insert address Clifton Park
4 Executive Park Dr.
Suite 101
Clifton Park, NY 12065 |
| 2018-03-16 |
delete email ar..@hallidayfinancial.com |
| 2018-03-16 |
delete email db..@hallidayfinancial.com |
| 2018-03-16 |
delete person Adam R. Rakoczy |
| 2018-03-16 |
delete person Denise Bonom |
| 2018-03-16 |
insert email jd..@hallidayfinancial.com |
| 2018-03-16 |
insert person Joseph V. DePietro Jr. |
| 2018-03-16 |
update person_description Jeffery B. Jones => Jeffery B. Jones |
| 2018-03-16 |
update person_description Michael G. Stanton => Michael G. Stanton |
| 2018-03-16 |
update person_description Nicholas R. Stark => Nicholas R. Stark |
| 2018-03-16 |
update person_description Reese W. Hughes => Reese W. Hughes |
| 2017-12-22 |
update person_title Scott H. Solomon: Chief Operations Officer / President, Halliday Financial Wealth Management; Chief Operations Officer, President, Halliday Financial Wealth Management => President, Halliday Financial Wealth Management, Chief Operating Officer; President, Halliday Financial Wealth Management / Chief Operating Officer |
| 2017-10-26 |
insert vp Enri Dama |
| 2017-10-26 |
delete email dh..@hallidayfinancial.com |
| 2017-10-26 |
delete email ym..@hallidayfinancial.com |
| 2017-10-26 |
delete person Danielle Hinds |
| 2017-10-26 |
delete person Yoav Millet |
| 2017-10-26 |
update person_description Allyson Fox => Allyson Fox |
| 2017-10-26 |
update person_description Jeffery B. Jones => Jeffery B. Jones |
| 2017-10-26 |
update person_description Michael G. Stanton => Michael G. Stanton |
| 2017-10-26 |
update person_description Nicholas R. Stark => Nicholas R. Stark |
| 2017-10-26 |
update person_description Reese W. Hughes => Reese W. Hughes |
| 2017-10-26 |
update person_title Enri Dama: Financial Advisor => Vice President; Financial Advisor |
| 2017-09-15 |
delete email ms..@hallidayfinancial.com |
| 2017-09-15 |
delete email nj..@hallidayfinancial.com |
| 2017-09-15 |
delete email sk..@hallidayfinancial.com |
| 2017-09-15 |
delete person Maria D. Scores |
| 2017-09-15 |
delete person Nicole C. Johansen |
| 2017-09-15 |
delete person Sarah Keenan |
| 2017-09-15 |
insert email cr..@hallidayfinancial.com |
| 2017-09-15 |
insert email ed..@hallidayfinancial.com |
| 2017-09-15 |
insert email mg..@hallidayfinancial.com |
| 2017-09-15 |
insert email rp..@hallidayfinancial.com |
| 2017-09-15 |
insert person Carol Reardon |
| 2017-09-15 |
insert person Enri Dama |
| 2017-09-15 |
insert person Maria Ghersi |
| 2017-09-15 |
insert person Ronald H. Prior |
| 2017-08-05 |
update person_description Thomas J. Dingley => Thomas J. Dingley |
| 2017-07-08 |
delete address 1819 Main St. Suite 300
Sarasota, Florida 34236 |
| 2017-07-08 |
delete email jh..@hallidayfinancial.com |
| 2017-07-08 |
delete email jk..@hallidayfinancial.com |
| 2017-07-08 |
delete email ko..@hallidayfinancial.com |
| 2017-07-08 |
delete person James Kiernan |
| 2017-07-08 |
delete person Jennifer Vuong Heims |
| 2017-07-08 |
delete person Kathleen O'Riley |
| 2017-07-08 |
insert address 1819 Main St., Suite 300
Sarasota, FL 34326 |
| 2017-07-08 |
insert email af..@hallidayfinancial.com |
| 2017-07-08 |
insert email dh..@hallidayfinancial.com |
| 2017-07-08 |
insert email jj..@hallidayfinancial.com |
| 2017-07-08 |
insert email mi..@hallidayfinancial.com |
| 2017-07-08 |
insert email ms..@hallidayfinancial.com |
| 2017-07-08 |
insert email ns..@hallidayfinancial.com |
| 2017-07-08 |
insert email pd..@hallidayfinancial.com |
| 2017-07-08 |
insert email rh..@hallidayfinancial.com |
| 2017-07-08 |
insert email sv..@hallidayfinancial.com |
| 2017-07-08 |
insert person Allyson Fox |
| 2017-07-08 |
insert person Danielle Hinds |
| 2017-07-08 |
insert person Jeffery B. Jones |
| 2017-07-08 |
insert person Maggie Innelli |
| 2017-07-08 |
insert person Michael G. Stanton |
| 2017-07-08 |
insert person Nicholas R. Stark |
| 2017-07-08 |
insert person Penny Di Giovanna |
| 2017-07-08 |
insert person Reese W. Hughes |
| 2017-07-08 |
insert person Stephen R. Vadney |
| 2017-07-08 |
update primary_contact 1819 Main St. Suite 300
Sarasota, Florida 34236 => 1819 Main St., Suite 300
Sarasota, FL 34326 |
| 2017-05-22 |
insert svp Stephen E. Frost |
| 2017-05-22 |
delete address Suite 209 Yu Yuet Lai Building
43-55 Wyndham Street
Central, Hong Kong |
| 2017-05-22 |
delete email jb..@hallidayfinancial.com |
| 2017-05-22 |
delete email jh..@hallidayfinancial.com |
| 2017-05-22 |
delete person James E. Hoffmann |
| 2017-05-22 |
delete person Jeremy S. Boccabello |
| 2017-05-22 |
delete phone 201-406-1138 |
| 2017-05-22 |
delete phone 434-604-4092 |
| 2017-05-22 |
delete phone 703-309-3099 |
| 2017-05-22 |
insert email de..@hallidayfinancial.com |
| 2017-05-22 |
insert email sf..@hallidayfinancial.com |
| 2017-05-22 |
insert person Danielle Esposito |
| 2017-05-22 |
insert person Stephen E. Frost |
| 2017-05-22 |
update person_title Michael I. Sleasman: Certified Financial Planner => null |
| 2017-04-03 |
update person_title James R. McDonald: Certified Employee Benefit Specialist / Financial Advisor; Certified Employee Benefit Specialist, Financial Advisor => Financial Advisor, Certified Employee Benefit Specialist; Financial Advisor |
| 2017-04-03 |
update person_title Katheryne L. Rogers: Administrative Staff Member; Executive Assistant / Marketing & Events; Executive Assistant, Marketing & Events => Marketing & Events / Executive Assistant; Administrative Staff Member; Marketing & Events, Executive Assistant |
| 2017-04-03 |
update person_title Maria D. Scores: Executive Assistant / Human Resources; Executive Assistant, Human Resources => Human Resources, Executive Assistant; Human Resources / Executive Assistant |
| 2016-12-29 |
delete otherexecutives Howard V. Kibrick |
| 2016-12-29 |
delete email ka..@hallidayfinancial.com |
| 2016-12-29 |
delete email mf..@hallidayfinancial.com |
| 2016-12-29 |
delete person Kareem Adeniji |
| 2016-12-29 |
delete person Marie Fikus |
| 2016-12-29 |
delete service_pages_linkeddomain wpengine.com |
| 2016-12-29 |
delete source_ip 104.237.136.189 |
| 2016-12-29 |
insert source_ip 104.154.28.221 |
| 2016-12-29 |
update person_title Frank T. Guiffre: Regional Manager; Regional Manager, Wealth Management => Regional Manager |
| 2016-12-29 |
update person_title Howard V. Kibrick: Member and past President of the Business Referral Network Group; Regional Vice President; Financial Advisor => Member and past President of the Business Referral Network Group |
| 2016-07-16 |
delete managingdirector Andrew W. Halliday |
| 2016-07-16 |
delete president Andrew W. Halliday |
| 2016-07-16 |
delete address 1819 Main St. #300
Sarasota, Florida 34236 |
| 2016-07-16 |
delete email ah..@hallidayfinancial.com |
| 2016-07-16 |
delete email cr..@hallidayfinancial.com |
| 2016-07-16 |
delete email ds..@hallidayfinancial.com |
| 2016-07-16 |
delete person Andrew W. Halliday |
| 2016-07-16 |
delete person Chris M. Russo |
| 2016-07-16 |
delete person Diana Shorthouse |
| 2016-07-16 |
delete phone (866) 304-2200 |
| 2016-07-16 |
insert address 1819 Main St. Suite 300
Sarasota, Florida 34236 |
| 2016-07-16 |
insert email db..@hallidayfinancial.com |
| 2016-07-16 |
insert email ka..@hallidayfinancial.com |
| 2016-07-16 |
insert email ko..@hallidayfinancial.com |
| 2016-07-16 |
insert email lm..@hallidayfinancial.com |
| 2016-07-16 |
insert email sk..@hallidayfinancial.com |
| 2016-07-16 |
insert person Denise Bonom |
| 2016-07-16 |
insert person Kareem Adeniji |
| 2016-07-16 |
insert person Kathleen O'Riley |
| 2016-07-16 |
insert person Lori Magliano |
| 2016-07-16 |
insert person Sarah Keenan |
| 2016-07-16 |
update person_description Katheryne L. Rogers => Katheryne L. Rogers |
| 2016-07-16 |
update person_description Scott H. Solomon => Scott H. Solomon |
| 2016-07-16 |
update person_title Erin K. Nudi: Administrative Staff Member; Freelance Writer; Administrative Assistant => Freelance Writer |
| 2016-07-16 |
update person_title Joseph R. Tedeschi: Chartered Retirement Planning Counselor => Chartered Retirement Planning Counselor™, Regional Vice President; Chartered Retirement Planning Counselor |
| 2016-07-16 |
update person_title Katheryne L. Rogers: Executive Assistant => Administrative Staff Member; Executive Assistant / Marketing & Events; Executive Assistant, Marketing & Events |
| 2016-07-16 |
update person_title Kathryn E. Doherty-Faessler: Business Processing => Controller; Administrative Staff Member |
| 2016-07-16 |
update person_title Nicole C. Johansen: Executive Assistant => Administrative Staff Member; Administrative Assistant |
| 2016-07-16 |
update primary_contact 1819 Main St. #300
Sarasota, Florida 34236 => 1819 Main St. Suite 300
Sarasota, Florida 34236 |
| 2015-10-16 |
delete president M. Cotter |
| 2015-10-16 |
delete vp James Werner |
| 2015-10-16 |
insert otherexecutives David R. Fink |
| 2015-10-16 |
delete address 1990 Main St. #750
Sarasota, Florida 34236 |
| 2015-10-16 |
delete person M. Cotter |
| 2015-10-16 |
delete person Tricia Surrano |
| 2015-10-16 |
delete source_ip 69.89.31.94 |
| 2015-10-16 |
insert address 1819 Main St. #300
Sarasota, Florida 34236 |
| 2015-10-16 |
insert email df..@hallidayfinancial.com |
| 2015-10-16 |
insert email gr..@hallidayfinancial.com |
| 2015-10-16 |
insert management_pages_linkeddomain wpengine.com |
| 2015-10-16 |
insert person David R. Fink |
| 2015-10-16 |
insert person Ginger Romero Pardlo |
| 2015-10-16 |
insert phone 941-296-0124 |
| 2015-10-16 |
insert service_pages_linkeddomain wpengine.com |
| 2015-10-16 |
insert source_ip 104.237.136.189 |
| 2015-10-16 |
update person_description Adam Rakoczy => Adam R. Rakoczy |
| 2015-10-16 |
update person_description Douglas A. Cummins => Douglas A. Cummins |
| 2015-10-16 |
update person_description Frank T. Guiffre => Frank T. Guiffre |
| 2015-10-16 |
update person_description James Werner => James Werner |
| 2015-10-16 |
update person_description John T. Kuzmik => John T. Kuzmik |
| 2015-10-16 |
update person_description Joseph R. Tedeschi => Joseph R. Tedeschi |
| 2015-10-16 |
update person_description Paul S. Grabkowski => Paul S. Grabkowski |
| 2015-10-16 |
update person_description Robert (Bob) Blackman => Robert (Bob) Blackman |
| 2015-10-16 |
update person_description Salem Carpet Mills => Salem Carpet Mills |
| 2015-10-16 |
update person_description Thomas E. Livingston => Thomas E. Livingston |
| 2015-10-16 |
update person_description Yoav Millet => Yoav Millet |
| 2015-10-16 |
update person_title James Werner: Vice President => Certified Financial Planner™, Vice President; Certified Financial Planner |
| 2015-10-16 |
update person_title Joseph R. Tedeschi: Financial Advisor => Chartered Retirement Planning Counselor |
| 2015-10-16 |
update person_title Michael I. Sleasman: Financial Advisor => Certified Financial Planner |
| 2015-10-16 |
update person_title Nicole C. Johansen: Administrative Assistant => Executive Assistant |
| 2015-10-16 |
update primary_contact 1990 Main St. #750
Sarasota, Florida 34236 => 1819 Main St. #300
Sarasota, Florida 34236 |
| 2015-07-29 |
delete email ap..@hallidayfinancial.com |
| 2015-07-29 |
delete email ju..@hallidayfinancial.com |
| 2015-07-29 |
delete person Alvin Piket |
| 2015-07-29 |
delete person Jason M. Urschel |
| 2015-07-29 |
delete person Robert Halliday |
| 2015-07-29 |
insert email ds..@hallidayfinancial.com |
| 2015-07-29 |
insert email en..@hallidayfinancial.com |
| 2015-07-29 |
insert email fr..@lifestagesgroup.com |
| 2015-07-29 |
insert email mf..@hallidayfinancial.com |
| 2015-07-29 |
insert person Diana Shorthouse |
| 2015-07-29 |
insert person Erin Nudi |
| 2015-07-29 |
insert person Marie Fikus |
| 2015-07-29 |
update person_description Andrew W. Halliday => Andrew W. Halliday |
| 2015-07-29 |
update person_description Christie E. Malmborg => Christie E. Malmborg |
| 2015-07-29 |
update person_description Colleen McArdle => Colleen McArdle |
| 2015-07-29 |
update person_description Elizabeth Eckler => Elizabeth Eckler |
| 2015-07-29 |
update person_description Frank V. Finch => Frank V. Finch |
| 2015-07-29 |
update person_description Katherine Piscopo Stein => Katherine Piscopo Stein |
| 2015-07-29 |
update person_description Maria Scores => Maria Scores |
| 2015-07-29 |
update person_description Michael F. Fleming => Michael F. Fleming |
| 2015-07-29 |
update person_description Sharon Jackson => Sharon Jackson |
| 2015-07-29 |
update person_description Susan L. Phillips => Susan L. Phillips |
| 2015-07-29 |
update person_description Thomas J. Dingley => Thomas J. Dingley |
| 2015-07-29 |
update person_title Colleen McArdle: Registered Principal => Compliance Assistant; Compliance Assistant, Registered Principal |
| 2015-07-29 |
update person_title Elizabeth Eckler: Business Processing => Administrative Staff Member; Administrative Assistant |
| 2015-07-29 |
update person_title Katherine Piscopo Stein: null => Certified Financial Planner |
| 2015-07-29 |
update person_title Maria Scores: Administrative Assistant => Executive Assistant / Human Resources; Executive Assistant, Human Resources |
| 2015-05-05 |
delete address 211 Main Street Cooperstown, NY 13326 |
| 2015-05-05 |
delete email aa..@hallidayfinancial.com |
| 2015-05-05 |
delete email bm..@hallidayfinancial.com |
| 2015-05-05 |
delete email gc..@hallidayfinancial.com |
| 2015-05-05 |
delete email mc..@hallidayfinancial.com |
| 2015-05-05 |
delete email ml..@hallidayfinancial.com |
| 2015-05-05 |
delete person Amber Albertelli |
| 2015-05-05 |
delete person Burt Moskowitz |
| 2015-05-05 |
delete person Glenn F. Clermont |
| 2015-05-05 |
delete person Martin Calderon |
| 2015-05-05 |
delete person Melanie LaRose |
| 2015-05-05 |
delete phone ( 518) 795-1232 |
| 2015-05-05 |
delete phone (607) 547-5816 |
| 2015-05-05 |
insert address 1990 Main St. #750
Sarasota, Florida 34236 |
| 2015-05-05 |
insert address Suite 209 Yu Yuet Lai Building
43-55 Wyndham Street
Central, Hong Kong |
| 2015-05-05 |
insert email jb..@hallidayfinancial.com |
| 2015-05-05 |
insert email jh..@hallidayfinancial.com |
| 2015-05-05 |
insert phone 201-406-1138 |
| 2015-05-05 |
insert phone 434-604-4092 |
| 2015-05-05 |
insert phone 703-309-3099 |
| 2015-05-05 |
update person_title Scott H. Solomon: Chief Sales and Marketing Officer, President, Halliday Life and Health; Chief Sales and Marketing Officer / President, Halliday Life and Health => Chief Operations Officer / President, Halliday Financial Wealth Management; Chief Operations Officer, President, Halliday Financial Wealth Management |
| 2014-11-17 |
delete svp Walter R. Barnett |
| 2014-11-17 |
delete vp Laura Abadsantos |
| 2014-11-17 |
insert president Sean Mohammadi |
| 2014-11-17 |
delete email la..@hallidayfinancial.com |
| 2014-11-17 |
delete email pm..@hallidayfinancial.com |
| 2014-11-17 |
delete email wb..@hallidayfinancial.com |
| 2014-11-17 |
delete person Laura Abadsantos |
| 2014-11-17 |
delete person Peter C. Major |
| 2014-11-17 |
delete person Walter R. Barnett |
| 2014-11-17 |
insert person James E. Hoffmann |
| 2014-11-17 |
insert person Jeremy S. Boccabello |
| 2014-11-17 |
update person_title Sean Mohammadi: President, HRC Investment Services, Inc; President, HRC Investment Services, Inc. => President |
| 2014-04-19 |
delete ceo Scott H. Solomon |
| 2014-04-19 |
delete otherexecutives Audrey M. Toussaint |
| 2014-04-19 |
delete otherexecutives Peter Grassel |
| 2014-04-19 |
delete email at..@hallidayfinancial.com |
| 2014-04-19 |
delete email ec..@hallidayfinancial.com |
| 2014-04-19 |
delete email gg..@hallidayfinancial.com |
| 2014-04-19 |
delete email ss..@hallidayfinancial.com |
| 2014-04-19 |
delete email tl..@hallidayfinancial.com |
| 2014-04-19 |
delete email ts..@hallidayfinancial.com |
| 2014-04-19 |
delete person Alvin Picket |
| 2014-04-19 |
delete person Audrey M. Toussaint |
| 2014-04-19 |
delete person Elizabeth Ecklar |
| 2014-04-19 |
delete person Erica Cocca |
| 2014-04-19 |
delete person Georgia Goldstein |
| 2014-04-19 |
delete person Peter Grassel |
| 2014-04-19 |
delete person Sema Sahin |
| 2014-04-19 |
delete person Terri Lee |
| 2014-04-19 |
insert about_pages_linkeddomain orderroutingdisclosure.com |
| 2014-04-19 |
insert contact_pages_linkeddomain orderroutingdisclosure.com |
| 2014-04-19 |
insert email aa..@hallidayfinancial.com |
| 2014-04-19 |
insert email ap..@hallidayfinancial.com |
| 2014-04-19 |
insert email ju..@hallidayfinancial.com |
| 2014-04-19 |
insert email ms..@hallidayfinancial.com |
| 2014-04-19 |
insert email pm..@hallidayfinancial.com |
| 2014-04-19 |
insert index_pages_linkeddomain orderroutingdisclosure.com |
| 2014-04-19 |
insert management_pages_linkeddomain orderroutingdisclosure.com |
| 2014-04-19 |
insert person Alvin Piket |
| 2014-04-19 |
insert person Amber Albertelli |
| 2014-04-19 |
insert person Elizabeth Eckler |
| 2014-04-19 |
insert person Jason M. Urschel |
| 2014-04-19 |
insert person Michael Sleasman |
| 2014-04-19 |
insert person Paul Mohammadi |
| 2014-04-19 |
insert product_pages_linkeddomain orderroutingdisclosure.com |
| 2014-04-19 |
insert service_pages_linkeddomain orderroutingdisclosure.com |
| 2014-04-19 |
insert terms_pages_linkeddomain orderroutingdisclosure.com |
| 2014-04-19 |
update person_title James Kiernan: Staff => Financial Advisor |
| 2014-04-19 |
update person_title Melanie LaRose: Capital Markets Assistant => Capital Markets, Director of Business Development |
| 2014-04-19 |
update person_title Scott H. Solomon: Chief Executive Officer => Chief Sales and Marketing Officer, President, Halliday Life and Health; Chief Sales and Marketing Officer / President, Halliday Life and Health |
| 2013-07-22 |
delete source_ip 72.29.66.207 |
| 2013-07-22 |
insert source_ip 69.89.31.94 |
| 2013-07-22 |
update robots_txt_status www.hallidayfinancial.com: 404 => 200 |
| 2013-05-26 |
delete email dg..@hallidayfinancial.com |
| 2013-05-26 |
delete email fh..@hallidayfinancial.com |
| 2013-05-26 |
insert email kd..@hallidayfinancial.com |
| 2013-05-26 |
insert email ml..@hallidayfinancial.com |
| 2013-05-26 |
insert email nj..@hallidayfinancial.com |
| 2013-05-26 |
insert email ym..@hallidayfinancial.com |
| 2013-04-09 |
delete email js..@hallidayfinancial.com |
| 2013-04-09 |
insert email kg..@hallidayfinancial.com |