| Date | Description |
|---|
| 2025-04-14 |
insert email hm..@heritagewealth.net |
| 2025-04-14 |
insert email jj..@heritagewealth.net |
| 2025-04-14 |
insert person Haiden McCourt |
| 2025-04-14 |
insert person Janelle Jackson |
| 2025-02-10 |
insert address 2563 Brandt School Rd, Suite 201
Wexford, Pennsylvania 15090 |
| 2025-02-10 |
insert index_pages_linkeddomain pfgsandbox.com |
| 2025-02-10 |
update person_description Aaron Zitalone => Aaron Zitalone |
| 2025-02-10 |
update person_description Leah Cottrell => Leah Cottrell |
| 2025-02-10 |
update person_description Mica Lee => Mica Lee |
| 2025-02-10 |
update person_description Wesley Cullinane => Wesley Cullinane |
| 2025-02-10 |
update person_title Aaron Zitalone: Portfolio Analyst => Portfolio Manager |
| 2025-02-10 |
update person_title Leah Cottrell: Member of the Young Alumni Association at High Point University; Wealth Planning Associate => Member of the Young Alumni Association at High Point University; Administrative Associate |
| 2025-02-10 |
update person_title Mica Lee: Senior Client Service Administrative Associate => Human Resources Manager |
| 2025-02-10 |
update person_title Sharon Porter: Senior Portfolio Operations Associate => Senior Operations Associate & Team Lead |
| 2025-02-10 |
update person_title Wesley Cullinane: Portfolio Analyst => Portfolio Operations Manager |
| 2025-01-08 |
delete managingdirector Joel Mangham |
| 2025-01-08 |
delete career_pages_linkeddomain workable.com |
| 2025-01-08 |
delete email jm..@heritagewealth.net |
| 2025-01-08 |
delete person Joel Mangham |
| 2025-01-08 |
insert career_pages_linkeddomain adp.com |
| 2025-01-08 |
insert email cf..@heritagewealth.net |
| 2025-01-08 |
insert email jb..@heritagewealth.net |
| 2025-01-08 |
insert person Colin Frankenfield |
| 2025-01-08 |
insert person Jason Barbera |
| 2024-12-08 |
delete career_pages_linkeddomain adp.com |
| 2024-12-08 |
delete email ct..@heritagewealth.net |
| 2024-12-08 |
delete email jl..@heritagewealth.net |
| 2024-12-08 |
delete email tc..@heritagewealth.net |
| 2024-12-08 |
delete person Catrice Taylor |
| 2024-12-08 |
delete person Jack Lowe |
| 2024-12-08 |
delete person Trey Childers |
| 2024-12-08 |
insert career_pages_linkeddomain workable.com |
| 2024-12-08 |
insert email kc..@heritagewealth.net |
| 2024-12-08 |
insert email tm..@heritagewealth.net |
| 2024-12-08 |
insert person Katherine Cross |
| 2024-12-08 |
insert person Tyler Mock |
| 2024-12-08 |
update person_title Zuzanna Kaczmarek: Senior Wealth Planning Associate => Wealth Advisor |
| 2024-10-06 |
delete email sj..@heritagewealth.net |
| 2024-10-06 |
delete person Steven Jakobovic |
| 2024-10-06 |
insert about_pages_linkeddomain emaplan.com |
| 2024-10-06 |
insert about_pages_linkeddomain fidelity.com |
| 2024-10-06 |
insert about_pages_linkeddomain schwab.com |
| 2024-10-06 |
insert about_pages_linkeddomain tamaracinc.com |
| 2024-10-06 |
insert career_pages_linkeddomain emaplan.com |
| 2024-10-06 |
insert career_pages_linkeddomain fidelity.com |
| 2024-10-06 |
insert career_pages_linkeddomain schwab.com |
| 2024-10-06 |
insert career_pages_linkeddomain tamaracinc.com |
| 2024-10-06 |
insert contact_pages_linkeddomain emaplan.com |
| 2024-10-06 |
insert contact_pages_linkeddomain fidelity.com |
| 2024-10-06 |
insert contact_pages_linkeddomain schwab.com |
| 2024-10-06 |
insert contact_pages_linkeddomain tamaracinc.com |
| 2024-10-06 |
insert index_pages_linkeddomain emaplan.com |
| 2024-10-06 |
insert index_pages_linkeddomain fidelity.com |
| 2024-10-06 |
insert index_pages_linkeddomain schwab.com |
| 2024-10-06 |
insert index_pages_linkeddomain tamaracinc.com |
| 2024-10-06 |
insert management_pages_linkeddomain emaplan.com |
| 2024-10-06 |
insert management_pages_linkeddomain fidelity.com |
| 2024-10-06 |
insert management_pages_linkeddomain schwab.com |
| 2024-10-06 |
insert management_pages_linkeddomain tamaracinc.com |
| 2024-10-06 |
insert terms_pages_linkeddomain emaplan.com |
| 2024-10-06 |
insert terms_pages_linkeddomain fidelity.com |
| 2024-10-06 |
insert terms_pages_linkeddomain schwab.com |
| 2024-10-06 |
insert terms_pages_linkeddomain tamaracinc.com |
| 2024-10-06 |
update person_title Matthew Osten: Investment Associate => Investment Analyst |
| 2024-08-04 |
delete career_pages_linkeddomain workable.com |
| 2024-08-04 |
delete email kc..@heritagewealth.net |
| 2024-08-04 |
delete person Kristine Carter |
| 2024-08-04 |
insert career_pages_linkeddomain adp.com |
| 2024-08-04 |
insert email lc..@heritagewealth.net |
| 2024-08-04 |
insert email me..@heritagewealth.net |
| 2024-08-04 |
insert person Leah Cottrell |
| 2024-08-04 |
insert person Megu Echizenya |
| 2024-08-04 |
update person_title Steven Jakobovic: Senior Advisor => Investment Analyst |
| 2024-07-03 |
insert coo Sara Gochenour |
| 2024-07-03 |
insert otherexecutives Tina Leiter |
| 2024-07-03 |
delete email bw..@heritagewealth.net |
| 2024-07-03 |
delete email cf..@heritagewealth.net |
| 2024-07-03 |
delete email gc..@heritagewealth.net |
| 2024-07-03 |
delete email js..@heritagewealth.net |
| 2024-07-03 |
delete email pe..@heritagewealth.net |
| 2024-07-03 |
delete email ws..@heritagewealth.net |
| 2024-07-03 |
delete person Brenda Wright |
| 2024-07-03 |
delete person Charlotte Fox |
| 2024-07-03 |
delete person Glenna Chung |
| 2024-07-03 |
delete person Joel Streeter |
| 2024-07-03 |
delete person Patricia Escobar-Chena |
| 2024-07-03 |
delete person William Spetrino |
| 2024-07-03 |
insert address 1434 Rolkin Court, Suite 201
Charlottesville, VA 22911 |
| 2024-07-03 |
insert email dd..@heritagewealth.net |
| 2024-07-03 |
insert email gl..@heritagewealth.net |
| 2024-07-03 |
insert email jr..@heritagewealth.net |
| 2024-07-03 |
insert email sg..@heritagewealth.net |
| 2024-07-03 |
insert email zk..@heritagewealth.net |
| 2024-07-03 |
insert person Darlene Dyer |
| 2024-07-03 |
insert person Grace Lau |
| 2024-07-03 |
insert person Joy Rowe |
| 2024-07-03 |
insert person Sara Gochenour |
| 2024-07-03 |
insert person Zuzanna Kaczmarek |
| 2024-07-03 |
insert phone 434.973.2223 |
| 2024-07-03 |
update person_description Kaitlyn Kocuba => Kaitlyn Kocuba |
| 2024-07-03 |
update person_description Kristen Puryear => Kristen Puryear |
| 2024-07-03 |
update person_description Mara DeCapito => Mara DeCapito |
| 2024-07-03 |
update person_description Sarah Simmer => Sarah Simmer |
| 2024-07-03 |
update person_title Aaron Zitalone: Trading & Portfolio Operations Associate => Portfolio Analyst |
| 2024-07-03 |
update person_title Kaitlyn Kocuba: Portfolio Manager => Director of Portfolio Management & Operations |
| 2024-07-03 |
update person_title Mica Lee: Administrative Associate => Senior Client Service Administrative Associate |
| 2024-07-03 |
update person_title Michael Kelly: Wealth Planning Associate => Wealth Planners; Senior Wealth Planning Associate |
| 2024-07-03 |
update person_title Ryan Reid: Operations Associate => Portfolio Operations Associate |
| 2024-07-03 |
update person_title Takisha Smith Robinson: Portfolio Operations Manager => Senior Portfolio Operations Specialist & Team Lead |
| 2024-07-03 |
update person_title Tina Leiter: Chief Operating Officer => Chief Administrative Officer; Chief Compliance Officer |
| 2024-07-03 |
update person_title Tracy Townsend: Director of Operations, Charlottesvill; Director of Operations, Charlottesville => Senior Portfolio Operations Specialist |
| 2024-07-03 |
update person_title Wesley Cullinane: Senior Associate => Portfolio Analyst |
| 2023-10-01 |
delete otherexecutives Cary Baronian |
| 2023-10-01 |
delete otherexecutives Meagan Roberts |
| 2023-10-01 |
insert coo Tina M. Leiter |
| 2023-10-01 |
insert managingdirector Joel R. Mangham |
| 2023-10-01 |
delete fax (804) 643-4085 |
| 2023-10-01 |
delete phone (412) 259-0084 |
| 2023-10-01 |
insert email jm..@heritagewealth.net |
| 2023-10-01 |
insert email js..@heritagewealth.net |
| 2023-10-01 |
insert email mh..@heritagewealth.net |
| 2023-10-01 |
insert email sj..@heritagewealth.net |
| 2023-10-01 |
insert email tl..@heritagewealth.net |
| 2023-10-01 |
insert email tt..@heritagewealth.net |
| 2023-10-01 |
insert email wc..@heritagewealth.net |
| 2023-10-01 |
insert email ws..@heritagewealth.net |
| 2023-10-01 |
insert person Joel R. Mangham |
| 2023-10-01 |
insert person Joel Streeter |
| 2023-10-01 |
insert person Madison Hartke |
| 2023-10-01 |
insert person Steven Jakobovic |
| 2023-10-01 |
insert person Tina M. Leiter |
| 2023-10-01 |
insert person Tracy Townsend |
| 2023-10-01 |
insert person Wesley Clark Cullinane |
| 2023-10-01 |
insert person William Spetrino |
| 2023-10-01 |
insert phone (412) 259-0834 |
| 2023-10-01 |
update person_description Aaron Zitalone => Aaron Zitalone |
| 2023-10-01 |
update person_description Brenda Wright => Brenda Wright |
| 2023-10-01 |
update person_description Cary Baronian => Cary Baronian |
| 2023-10-01 |
update person_description Catrice Taylor => Catrice Taylor |
| 2023-10-01 |
update person_description Charlotte Fox => Charlotte Fox |
| 2023-10-01 |
update person_description Chase Hill => Chase Hill |
| 2023-10-01 |
update person_description Glenna Chung => Glenna Chung |
| 2023-10-01 |
update person_description Jack Lowe => Jack Lowe |
| 2023-10-01 |
update person_description John G. Jordan, III => John G. Jordan, III |
| 2023-10-01 |
update person_description Kaitlyn Kocuba => Kaitlyn Kocuba |
| 2023-10-01 |
update person_description Kristen Puryear => Kristen Puryear |
| 2023-10-01 |
update person_description Mara DeCapito => Mara DeCapito |
| 2023-10-01 |
update person_description Marshall Chambers => Marshall Chambers |
| 2023-10-01 |
update person_description Matthew Osten => Matthew Osten |
| 2023-10-01 |
update person_description Meagan Roberts => Meagan Roberts |
| 2023-10-01 |
update person_description Mica Lee => Mica Lee |
| 2023-10-01 |
update person_description Michael Kelly => Michael Kelly |
| 2023-10-01 |
update person_description Mitchell Moncure => Mitchell Moncure |
| 2023-10-01 |
update person_description Natalie Jones => Natalie Jones |
| 2023-10-01 |
update person_description Patricia Escobar-Chena => Patricia Escobar-Chena |
| 2023-10-01 |
update person_description Ryan Reid => Ryan Reid |
| 2023-10-01 |
update person_description Sarah Simmer => Sarah Simmer |
| 2023-10-01 |
update person_description Sharon Porter => Sharon Porter |
| 2023-10-01 |
update person_description Steve Henderson => Steve Henderson |
| 2023-10-01 |
update person_description Takisha Smith Robinson => Takisha Smith Robinson |
| 2023-10-01 |
update person_description Trey Childers => Trey Childers |
| 2023-10-01 |
update person_title Cary Baronian: Director of Research => Director of Investments |
| 2023-10-01 |
update person_title Catrice Taylor: Human Resources & Finance Manager => null |
| 2023-10-01 |
update person_title Marshall Chambers: Director of Client Strategy and Development => Partner |
| 2023-10-01 |
update person_title Meagan Roberts: Director of Client Services & Senior Wealth Advisor; Director of Client Services => CFP |
| 2023-10-01 |
update person_title Sarah Simmer: Advisory Board Member for the Carnegie Museum of Natural History; Senior Wealth Advisor; CFP®, CAP® Senior Wealth Advisor => Advisory Board Member for the Carnegie Museum of Natural History; CFP®, CAP® Senior Wealth Advisor; Partner |
| 2023-08-29 |
insert about_pages_linkeddomain goo.gl |
| 2023-08-29 |
insert career_pages_linkeddomain goo.gl |
| 2023-08-29 |
insert contact_pages_linkeddomain goo.gl |
| 2023-08-29 |
insert email mm..@heritagewealth.net |
| 2023-08-29 |
insert index_pages_linkeddomain goo.gl |
| 2023-08-29 |
insert management_pages_linkeddomain goo.gl |
| 2023-08-29 |
insert person Mitchell Moncure |
| 2023-08-29 |
insert solution_pages_linkeddomain goo.gl |
| 2023-08-29 |
insert terms_pages_linkeddomain goo.gl |
| 2023-08-29 |
update person_description Cary Baronian => Cary Baronian |
| 2023-08-29 |
update person_description Catrice Taylor => Catrice Taylor |
| 2023-08-29 |
update person_description Charlotte Fox => Charlotte Fox |
| 2023-08-29 |
update person_description Chase Hill => Chase Hill |
| 2023-08-29 |
update person_description Daniel Rowe => Daniel Rowe |
| 2023-08-29 |
update person_description Glenna Chung => Glenna Chung |
| 2023-08-29 |
update person_description Jack Lowe => Jack Lowe |
| 2023-08-29 |
update person_description John G. Jordan, III => John G. Jordan, III |
| 2023-08-29 |
update person_description Kaitlyn Kocuba => Kaitlyn Kocuba |
| 2023-08-29 |
update person_description Kristen Puryear => Kristen Puryear |
| 2023-08-29 |
update person_description Kristine Carter => Kristine Carter |
| 2023-08-29 |
update person_description Mara DeCapito => Mara DeCapito |
| 2023-08-29 |
update person_description Marshall Chambers => Marshall Chambers |
| 2023-08-29 |
update person_description Meagan Roberts => Meagan Roberts |
| 2023-08-29 |
update person_description Sarah Remo Simmer => Sarah Simmer |
| 2023-08-29 |
update person_description Steve Henderson => Steve Henderson |
| 2023-08-29 |
update person_description Takisha Smith Robinson => Takisha Smith Robinson |
| 2023-08-29 |
update person_title Daniel Rowe: Wealth Planning Associate; Associate With => Associate |
| 2023-07-27 |
update person_description Cary Baronian => Cary Baronian |
| 2023-07-27 |
update person_description Chase Hill => Chase Hill |
| 2023-07-27 |
update person_description John G. Jordan, III => John G. Jordan, III |
| 2023-07-27 |
update person_description Marshall Chambers => Marshall Chambers |
| 2023-07-27 |
update person_description Meagan Roberts => Meagan Roberts |
| 2023-07-27 |
update person_description Sarah Remo Simmer => Sarah Remo Simmer |
| 2023-07-27 |
update person_description Steve Henderson => Steve Henderson |
| 2023-07-27 |
update person_title Cary Baronian: Member of the Investment Policy Committee; Director of Research => Director of Research |
| 2023-07-27 |
update person_title Patricia Escobar-Chena: Marketing & Development Administrative Associate; Client Administrator & Marketing Specialist => Marketing & Development Administrative Associate |
| 2023-06-25 |
delete email mr..@heritagewealth.net |
| 2023-06-25 |
update person_title Patricia Escobar-Chena: Client Administrator & Marketing Specialist => Marketing & Development Administrative Associate; Client Administrator & Marketing Specialist |
| 2023-05-25 |
delete otherexecutives Elaine Summerfield |
| 2023-05-25 |
delete email es..@heritagewealth.net |
| 2023-05-25 |
delete person Elaine Summerfield |
| 2023-04-07 |
insert general_emails co..@heritagewealth.net |
| 2023-04-07 |
delete email ph..@heritagewealth.net |
| 2023-04-07 |
delete person Patricia Himes |
| 2023-04-07 |
insert email co..@heritagewealth.net |
| 2023-04-07 |
insert email pe..@heritagewealth.net |
| 2023-04-07 |
insert person Patricia Escobar-Chena |
| 2023-03-07 |
insert email az..@heritagewealth.net |
| 2023-03-07 |
insert email mo..@heritagewealth.net |
| 2023-03-07 |
insert person Aaron Zitalone |
| 2023-03-07 |
insert person Matthew Osten |
| 2023-03-07 |
update person_description Charlotte Fox => Charlotte Fox |
| 2023-02-03 |
delete otherexecutives Mary Ann McCallister |
| 2023-02-03 |
delete email mm..@heritagewealth.net |
| 2023-02-03 |
delete person Mary Ann McCallister |
| 2023-02-03 |
update person_description Marshall Chambers => Marshall Chambers |
| 2023-02-03 |
update person_title Marshall Chambers: Lead Advisor With => Director of Client Strategy and Development With |
| 2023-01-02 |
delete general_emails co..@heritagewealth.net |
| 2023-01-02 |
insert cfo Kristen Puryear |
| 2023-01-02 |
insert cmo Mara DeCapito |
| 2023-01-02 |
insert otherexecutives Chase Hill |
| 2023-01-02 |
delete email af..@heritagewealth.net |
| 2023-01-02 |
delete email bp..@heritagewealth.net |
| 2023-01-02 |
delete email co..@heritagewealth.net |
| 2023-01-02 |
delete email kb..@heritagewealth.net |
| 2023-01-02 |
delete email kr..@heritagewealth.net |
| 2023-01-02 |
delete email pc..@heritagewealth.net |
| 2023-01-02 |
delete person Alyssa Finchum |
| 2023-01-02 |
delete person Bobby Palmer |
| 2023-01-02 |
delete person Kaitlyn Renken |
| 2023-01-02 |
delete person Kristen Barnes |
| 2023-01-02 |
delete person Petra Coffey |
| 2023-01-02 |
delete source_ip 162.159.134.42 |
| 2023-01-02 |
insert about_pages_linkeddomain vendilli.com |
| 2023-01-02 |
insert contact_pages_linkeddomain vendilli.com |
| 2023-01-02 |
insert email kc..@heritagewealth.net |
| 2023-01-02 |
insert email kk..@heritagewealth.net |
| 2023-01-02 |
insert email kp..@heritagewealth.net |
| 2023-01-02 |
insert email md..@heritagewealth.net |
| 2023-01-02 |
insert email ml..@heritagewealth.net |
| 2023-01-02 |
insert email rr..@heritagewealth.net |
| 2023-01-02 |
insert email sh..@heritagewealth.net |
| 2023-01-02 |
insert index_pages_linkeddomain vendilli.com |
| 2023-01-02 |
insert management_pages_linkeddomain vendilli.com |
| 2023-01-02 |
insert person Kaitlyn Kocuba |
| 2023-01-02 |
insert person Kristen Puryear |
| 2023-01-02 |
insert person Kristine Carter |
| 2023-01-02 |
insert person Mara DeCapito |
| 2023-01-02 |
insert person Mica Lee |
| 2023-01-02 |
insert person Ryan Reid |
| 2023-01-02 |
insert person Steve Henderson |
| 2023-01-02 |
insert solution_pages_linkeddomain vendilli.com |
| 2023-01-02 |
insert source_ip 67.225.240.105 |
| 2023-01-02 |
insert terms_pages_linkeddomain vendilli.com |
| 2023-01-02 |
update person_title Chase Hill: CFP®Director of Client Services & Lead Advisor; Member of the Central Virginia Chapter of the Financial Planning Association => Member of the Central Virginia Chapter of the Financial Planning Association; Director |
| 2023-01-02 |
update person_title Glenna Chung: Administrative Associate => Senior Administrative Associate |
| 2022-07-02 |
delete person Eddie Phillips |
| 2022-07-02 |
insert email bp..@heritagewealth.net |
| 2022-07-02 |
insert person Bobby Palmer |
| 2022-07-02 |
update person_title Trey Childers: Research Associate => Investment Analyst |
| 2022-05-30 |
delete email ep..@heritagewealth.net |
| 2022-05-30 |
update person_description Eddie Phillips => Eddie Phillips |
| 2022-05-30 |
update person_title Eddie Phillips: Director of Private Investments With => Principal at Thirdline Capital Management; Consultant, Private Investments |
| 2022-03-28 |
delete career_pages_linkeddomain workable.com |
| 2022-03-28 |
insert email cf..@heritagewealth.net |
| 2022-03-28 |
insert email kb..@heritagewealth.net |
| 2022-03-28 |
insert person Charlotte Fox |
| 2022-03-28 |
insert person Kristen Barnes |
| 2022-02-10 |
insert otherexecutives Elaine Summerfield |
| 2022-02-10 |
insert otherexecutives Mary Ann McCallister |
| 2022-02-10 |
delete email mc..@heritagewealth.net |
| 2022-02-10 |
delete person Monai Carey |
| 2022-02-10 |
insert address 409 Broad Street, Suite 250
Sewickley, PA 15143 |
| 2022-02-10 |
insert email bw..@heritagewealth.net |
| 2022-02-10 |
insert email kr..@heritagewealth.net |
| 2022-02-10 |
insert email mm..@heritagewealth.net |
| 2022-02-10 |
insert email mr..@heritagewealth.net |
| 2022-02-10 |
insert email mr..@heritagewealth.net |
| 2022-02-10 |
insert person Brenda Wright |
| 2022-02-10 |
insert person Kaitlyn Renken |
| 2022-02-10 |
insert person Mary Ann McCallister |
| 2022-02-10 |
insert person Meagan Roberts |
| 2022-02-10 |
update person_description Alyssa Finchum => Alyssa Finchum |
| 2022-02-10 |
update person_title Alyssa Finchum: Relationship Manager With; Relationship Manager => Associate; Tax Specialist & Philanthropy Associate |
| 2022-02-10 |
update person_title Daniel Rowe: Client Service Associate => Wealth Planning Associate; Associate With |
| 2022-02-10 |
update person_title Elaine Summerfield: Director of Foundations & Endowments => Director of Philanthropy |
| 2022-02-10 |
update person_title Jack Lowe: Relationship Manager With; CFP®Relationship Manager => CFP®Wealth Advisor; Wealth Advisor With |
| 2022-02-10 |
update person_title Michael Kelly: Client Service Associate => Wealth Planning Associate; Associate With |
| 2022-02-10 |
update person_title Sarah Remo Simmer: CFP; Client Services Operations Manager With; CFP®, CPA Client Services Operations Manager => CFP; Senior Wealth Advisor With; CFP®, CPA Senior Wealth Advisor |
| 2022-02-10 |
update person_title Sharon Porter: Trading & Portfolio Operations Associate => Senior Portfolio Operations Associate; Associate With |
| 2021-08-18 |
delete email dw..@heritagewealth.net |
| 2021-08-18 |
delete email jt..@heritagewealth.net |
| 2021-08-18 |
delete person Danielle Wyatt |
| 2021-08-18 |
delete person Joshua Togger |
| 2021-08-18 |
insert alias Heritage Wealth Advisors, LLC |
| 2021-08-18 |
insert email gc..@heritagewealth.net |
| 2021-08-18 |
insert email mk..@heritagewealth.net |
| 2021-08-18 |
insert person Glenna Chung |
| 2021-08-18 |
insert person Michael Kelly |
| 2021-08-18 |
update person_description Natalie Jones => Natalie Jones |
| 2021-08-18 |
update person_title Natalie Jones: Client Service Administrator With => Portfolio Operations Associate; Associate With |
| 2021-07-13 |
delete ceo Dee Ann Remo |
| 2021-07-13 |
delete managingdirector Dee Ann Remo |
| 2021-07-13 |
update person_title Dee Ann Remo: CFP®, PFS; CEO; Managing Director; CFP®, PFS, CPA Founder, CEO & Managing Director => CFP®, PFS, CPA Founder & CEO; CFP®, PFS |
| 2021-06-11 |
delete email ja..@heritagewealth.net |
| 2021-06-11 |
delete email lw..@heritagewealth.net |
| 2021-06-11 |
delete person Janice Applebach |
| 2021-06-11 |
delete person Liam Wright |
| 2021-06-11 |
update person_title Petra Coffey: Senior Tax Associate => Tax Manager With; Tax Manager |
| 2021-04-17 |
delete source_ip 35.221.39.253 |
| 2021-04-17 |
insert source_ip 162.159.134.42 |
| 2021-02-23 |
insert otherexecutives Cary Baronian |
| 2021-02-23 |
delete address 1 PPG Place, Floor 31
Pittsburgh, PA 15272 |
| 2021-02-23 |
delete email ds..@heritagewealth.net |
| 2021-02-23 |
delete person Dennis Song |
| 2021-02-23 |
update person_title Cary Baronian: Research Manager; Member of the Investment Policy Committee => Member of the Investment Policy Committee; Director of Research |
| 2021-02-23 |
update person_title Sarah Remo Simmer: Relationship Manager; Client Service Operations Manager & Relationship Manager; CFP®, CPA Client Service Operations & Relationship Manager => Client Services Operations Manager With; CFP®, CPA Client Services Operations Manager |
| 2021-01-22 |
delete email kb..@heritagewealth.net |
| 2021-01-22 |
delete person Kimberley G. Bolger |
| 2021-01-22 |
insert email mc..@heritagewealth.net |
| 2021-01-22 |
insert person Monai Carey |
| 2021-01-22 |
update person_description Danielle Wyatt => Danielle Wyatt |
| 2021-01-22 |
update person_description Jack Lowe => Jack Lowe |
| 2021-01-22 |
update person_description Janice Applebach => Janice Applebach |
| 2021-01-22 |
update person_description Sarah Remo Simmer => Sarah Remo Simmer |
| 2021-01-22 |
update person_description Takisha Smith Robinson => Takisha Smith Robinson |
| 2021-01-22 |
update person_title Cary Baronian: Research Manager => Research Manager; Member of the Investment Policy Committee |
| 2021-01-22 |
update person_title Dennis Song: Lead Advisor With Heritage => Lead Advisor With |
| 2021-01-22 |
update person_title Eddie Phillips: Director, Private Investments; Director of Private Investments at Heritage => Director of Private Investments With |
| 2021-01-22 |
update person_title Jack Lowe: CFP®Relationship Manager => Relationship Manager With; CFP®Relationship Manager |
| 2021-01-22 |
update person_title Marshall Chambers: Lead Advisor With Heritage => Lead Advisor With |
| 2021-01-22 |
update person_title Sarah Remo Simmer: Relationship Manager => Relationship Manager; Client Service Operations Manager & Relationship Manager; CFP®, CPA Client Service Operations & Relationship Manager |
| 2020-09-26 |
delete address 300 East Main Street
Charlottesville, VA 22902 |
| 2020-09-26 |
delete email jf..@heritagewealth.net |
| 2020-09-26 |
delete person Jonathan Fortin |
| 2020-09-26 |
delete phone (804) 401-8320 |
| 2020-09-26 |
update person_description Eddie Phillips => Eddie Phillips |
| 2020-09-26 |
update person_title Eddie Phillips: Strategic Client Advisor With Heritage => Director, Private Investments; Director of Private Investments at Heritage |
| 2020-07-16 |
delete address 725 Jackson Street, Suite 202
Fredericksburg, VA 22401 |
| 2020-07-16 |
delete email gt..@heritagewealth.net |
| 2020-07-16 |
delete email lo..@heritagewealth.net |
| 2020-07-16 |
delete fax (540) 479-1900 |
| 2020-07-16 |
delete person Gabrielle Taliaferro |
| 2020-07-16 |
delete person Leslie Olguin |
| 2020-07-16 |
delete phone (540) 376-3500 |
| 2020-06-15 |
update person_title Chase Hill: CFP®Director of Client Services & Lead Advisor; Lead Advisor With Heritage; Member of the Central Virginia Chapter of the Financial Planning Association => CFP®Director of Client Services & Lead Advisor; Member of the Central Virginia Chapter of the Financial Planning Association |
| 2020-05-16 |
insert email es..@heritagewealth.net |
| 2020-05-16 |
insert person Elaine Summerfield |
| 2020-04-16 |
update robots_txt_status heritagewealth.net: 0 => 200 |
| 2020-03-16 |
update robots_txt_status heritagewealth.net: 200 => 0 |
| 2020-02-15 |
delete email dr..@heritagewealth.net |
| 2020-02-15 |
delete person David W. Roberts II |
| 2020-02-15 |
insert email dr..@heritagewealth.net |
| 2020-02-15 |
insert email ja..@heritagewealth.net |
| 2020-02-15 |
insert email lo..@heritagewealth.net |
| 2020-02-15 |
insert person Daniel Rowe |
| 2020-02-15 |
insert person Janice Applebach |
| 2020-02-15 |
insert person Leslie Olguin |
| 2020-02-15 |
update person_title Jack Lowe: CFP®Senior Client Service Associate => CFP®Relationship Manager |
| 2020-01-11 |
delete email hm..@heritagewealth.net |
| 2020-01-11 |
delete person Heather McDonald |
| 2020-01-11 |
update person_title Patricia Himes: Client Service Administrator => Client Administrator and Marketing Specialist |
| 2019-12-11 |
delete address 213 Smithfield Street
Pittsburgh, PA 15222 |
| 2019-12-11 |
delete email tp..@heritagewealth.net |
| 2019-12-11 |
delete person Tivoli Pleasants |
| 2019-12-11 |
delete source_ip 104.130.63.151 |
| 2019-12-11 |
insert address 1 PPG Place, Floor 31
Pittsburgh, PA 15272 |
| 2019-12-11 |
insert source_ip 35.221.39.253 |
| 2019-10-11 |
update person_description Danielle Wyatt => Danielle Wyatt |
| 2019-10-11 |
update person_title Alyssa Finchum: Senior Client Service Associate => Relationship Manager; Senior Client Service Associate |
| 2019-10-11 |
update person_title Danielle Wyatt: Client Service Associate => Senior Client Service Associate |
| 2019-10-11 |
update person_title Jack Lowe: CFP®Client Service Associate => CFP®Senior Client Service Associate |
| 2019-10-11 |
update person_title Patricia Himes: Administrative Assistant => Client Service Administrator |
| 2019-08-11 |
delete email sw..@heritagewealth.net |
| 2019-08-11 |
delete email tt..@heritagewealth.net |
| 2019-08-11 |
delete person Sarah Wunschel |
| 2019-08-11 |
delete person Tamika Terry |
| 2019-08-11 |
insert email kb..@heritagewealth.net |
| 2019-08-11 |
insert person Kimberley G. Bolger |
| 2019-07-12 |
delete source_ip 69.163.182.124 |
| 2019-07-12 |
insert source_ip 104.130.63.151 |
| 2019-05-10 |
insert address 213 Smithfield Street
Pittsburgh, PA 15222 |
| 2019-05-10 |
insert address 300 East Main Street
Charlottesville, VA 22902 |
| 2019-05-10 |
insert phone (804) 308-8258 |
| 2019-05-10 |
insert phone (804) 401-8320 |
| 2019-03-10 |
delete email ks..@heritagewealth.net |
| 2019-03-10 |
delete person Kelsey Storsved |
| 2019-03-10 |
insert email dr..@heritagewealth.net |
| 2019-03-10 |
insert email ph..@heritagewealth.net |
| 2019-03-10 |
insert email ss..@heritagewealth.net |
| 2019-03-10 |
insert email tc..@heritagewealth.net |
| 2019-03-10 |
insert email tp..@heritagewealth.net |
| 2019-03-10 |
insert person David W. Roberts II |
| 2019-03-10 |
insert person Patricia Himes |
| 2019-03-10 |
insert person Sarah Remo Simmer |
| 2019-03-10 |
insert person Tivoli Pleasants |
| 2019-03-10 |
insert person Trey Childers |
| 2019-03-10 |
update person_title Dennis Song: Advisor With Heritage; Advisor => Lead Advisor With Heritage |
| 2019-03-10 |
update person_title Tamika Terry: Client Service Administrator With => Tax Administrator With |
| 2019-02-04 |
delete email rm..@heritagewealth.net |
| 2019-02-04 |
delete person Ramona Mitchell |
| 2018-11-15 |
delete email jb..@heritagewealth.net |
| 2018-11-15 |
delete person Jonathan Bailey |
| 2018-11-15 |
insert email ds..@heritagewealth.net |
| 2018-11-15 |
insert email pc..@heritagewealth.net |
| 2018-11-15 |
insert email tt..@heritagewealth.net |
| 2018-11-15 |
insert person Dennis Song |
| 2018-11-15 |
insert person Petra Coffey |
| 2018-11-15 |
insert person Tamika Terry |
| 2018-10-11 |
update person_description Gabrielle Taliaferro => Gabrielle Taliaferro |
| 2018-10-11 |
update person_title Jack Lowe: Client Service Associate => CFP®Client Service Associate |
| 2018-09-06 |
delete source_ip 208.109.52.39 |
| 2018-09-06 |
insert source_ip 69.163.182.124 |
| 2018-07-25 |
delete email tr..@heritagewealth.net |
| 2018-07-25 |
delete person Tina Ramos |
| 2018-05-30 |
insert email jt..@heritagewealth.net |
| 2018-05-30 |
insert email jt..@heritagewealth.net |
| 2018-05-30 |
insert email sp..@heritagewealth.net |
| 2018-05-30 |
insert email sp..@heritagewealth.net |
| 2018-05-30 |
insert person Joshua Togger |
| 2018-05-30 |
insert person Sharon Porter |
| 2018-05-30 |
update person_description Chase Hill => Chase Hill |
| 2018-05-30 |
update person_description Danielle Wyatt => Danielle Wyatt |
| 2018-05-30 |
update person_description Dee Ann Remo => Dee Ann Remo |
| 2018-05-30 |
update person_description Kelsey Storsved => Kelsey Storsved |
| 2018-05-30 |
update person_description Marshall Chambers => Marshall Chambers |
| 2018-05-30 |
update person_title Chase Hill: CFP® Director, Client Services; Director of Client Services With => Director of Client Services & Lead Advisor With; CFP® Director of Client Services & Lead Advisor; Member of the Central Virginia Chapter of the Financial Planning Association |
| 2018-05-30 |
update person_title Danielle Wyatt: Accounting Associate; Danielle Wyatt Finance and Accounting Associate; Finance => Danielle Wyatt Client Service Associate; Client Service Associate |
| 2018-05-30 |
update person_title Dee Ann Remo: CEO; CFP®, CPA Founder, CEO and Managing Director; Managing Director => CFP®, CPA / PFS Founder, CEO and Managing Director; CEO; Managing Director |
| 2018-05-30 |
update person_title Jeffrey Law: Lead Advisor With; CFP® Lead Advisor => Lead Advisor With; MSF, CFP® Lead Advisor Jlaw@Heritagewealth.Net |
| 2018-05-30 |
update person_title Kelsey Storsved: Kelsey Storsved Portfolio Management Associate; Portfolio Management Associate; Associate With => Kelsey Storsved Process & Operations Manager; Process & Operations Manager With |
| 2018-05-30 |
update person_title Takisha Smith: Takisha Smith Senior Portfolio Administrator; Senior Portfolio Administrator => Takisha Smith Portfolio Operations Manager; Portfolio Operations Manager With |
| 2018-04-07 |
delete coo Laura Bentley Bacon |
| 2018-04-07 |
delete email lb..@heritagewealth.net |
| 2018-04-07 |
delete person Laura Bentley Bacon |
| 2018-04-07 |
update person_description Jeffrey Law => Jeffrey Law |
| 2018-02-19 |
insert email jf..@heritagewealth.net |
| 2018-02-19 |
insert person Jon Fortin |
| 2018-01-06 |
delete email pc..@heritagewealth.net |
| 2018-01-06 |
delete person Petra Coffey |
| 2018-01-06 |
update person_title Alyssa Finchum: Alyssa Finchum Client Service Associate; Client Service Associate => Alyssa Finchum Senior Client Service Associate; Senior Client Service Associate |
| 2018-01-06 |
update person_title Jonathan Bailey: Certified Public Accountant in Virginia; Client Service Associate => Certified Financial Planner and Certified Public Accountant in Virginia; CFP®, CPA Senior Client Service Associate |
| 2017-12-09 |
update person_description Ramona Mitchell => Ramona Mitchell |
| 2017-11-02 |
insert email cd..@heritagewealth.net |
| 2017-11-02 |
insert email ce..@heritagewealth.net |
| 2017-11-02 |
insert email sw..@heritagewealth.net |
| 2017-11-02 |
insert person Catrice Evans |
| 2017-11-02 |
insert person Christine Dellinger |
| 2017-11-02 |
insert person Sarah Wunschel |
| 2017-09-27 |
delete email dw..@heritagewealth.net |
| 2017-09-27 |
delete person John C. (Dean) Williams |
| 2017-09-27 |
insert email dw..@heritagewealth.net |
| 2017-09-27 |
insert email tr..@heritagewealth.net |
| 2017-09-27 |
insert person Danielle Wyatt |
| 2017-09-27 |
insert person Tina Ramos |
| 2017-08-12 |
delete person Ben Wafle |
| 2017-08-12 |
update person_description Dee Ann Remo => Dee Ann Remo |
| 2017-04-04 |
delete managingdirector Mark B. Sisisky |
| 2017-04-04 |
update person_title Mark B. Sisisky: Director for Xenith Bank; Managing Director; Managing Director of Heritage Wealth Advisors => Director for Xenith Bank; Consultant; Consultant for Heritage Wealth Advisors |
| 2017-01-10 |
insert otherexecutives Jack Kasprzak |
| 2017-01-10 |
delete email ta..@heritagewealth.net |
| 2017-01-10 |
delete person Teague Avey |
| 2017-01-10 |
insert email jk..@heritagewealth.net |
| 2017-01-10 |
insert person Jack Kasprzak |
| 2016-12-06 |
delete source_ip 192.169.190.140 |
| 2016-12-06 |
insert source_ip 208.109.52.39 |
| 2016-12-06 |
update person_description Dee Ann Remo => Dee Ann Remo |
| 2016-11-03 |
delete email aw..@heritagewealth.net |
| 2016-11-03 |
delete person Aynsley Wilton |
| 2016-10-06 |
update person_description Chase Hill => Chase Hill |
| 2016-10-06 |
update person_description Jay Jordan => Jay Jordan |
| 2016-10-06 |
update person_title Caroline (Cary) Baronian: Portfolio Management Associate => Investment Analyst |
| 2016-10-06 |
update person_title Danielle Wyatt: Administrative Associate => Accounting Associate; Finance |
| 2016-09-08 |
delete email ks..@heritagewealth.net |
| 2016-09-08 |
delete person Kelsey Strovsved |
| 2016-09-08 |
insert email ks..@heritagewealth.net |
| 2016-09-08 |
insert person Kelsey Storsved |
| 2016-09-08 |
update person_description Dee Ann Remo => Dee Ann Remo |
| 2016-08-11 |
delete email bw..@heritagewealth.net |
| 2016-08-11 |
delete email mp..@heritagewealth.net |
| 2016-08-11 |
delete person Martha Proutt |
| 2016-08-11 |
delete source_ip 50.62.34.102 |
| 2016-08-11 |
insert email ks..@heritagewealth.net |
| 2016-08-11 |
insert person Kelsey Strovsved |
| 2016-08-11 |
insert source_ip 192.169.190.140 |
| 2016-07-07 |
delete email ml..@heritagewealth.net |
| 2016-07-07 |
delete person Michael Letts |
| 2016-07-07 |
insert email sw..@heritagewealth.net |
| 2016-07-07 |
insert person Stone Weaver |
| 2016-04-07 |
insert chiefinvestmentofficer Jay Jordan |
| 2016-04-07 |
insert coo Laura Bentley Bacon |
| 2016-04-07 |
insert managingdirector Mark B. Sisisky |
| 2016-04-07 |
insert otherexecutives Jay Jordan |
| 2016-04-07 |
insert email aw..@heritagewealth.net |
| 2016-04-07 |
insert email cb..@heritagewealth.net |
| 2016-04-07 |
insert email df..@heritagewealth.net |
| 2016-04-07 |
insert email lb..@heritagewealth.net |
| 2016-04-07 |
insert email rm..@heritagewealth.net |
| 2016-04-07 |
insert email ta..@heritagewealth.net |
| 2016-04-07 |
insert person Aynsley Wilton |
| 2016-04-07 |
insert person Caroline (Cary) Baronian |
| 2016-04-07 |
insert person Delia Fuentes |
| 2016-04-07 |
insert person Laura Bentley Bacon |
| 2016-04-07 |
insert person Ramona Mitchell |
| 2016-04-07 |
insert person Teague Avey |
| 2016-04-07 |
update person_description Catrice Evans => Catrice Evans |
| 2016-04-07 |
update person_description Chase Hill => Chase Hill |
| 2016-04-07 |
update person_description Dee Ann Remo => Dee Ann Remo |
| 2016-04-07 |
update person_description Martha Proutt => Martha Proutt |
| 2016-04-07 |
update person_title Alyssa Finchum: Associate; Associate With Heritage Wealth Advisors => Client Service Associate |
| 2016-04-07 |
update person_title Jay Jordan: Member of the Board of Trustees for Elk Hill; Investment Management Director With Heritage Wealth Advisors => Member of the Board of Trustees for Elk Hill; Chief Investment Officer and Chief Compliance Officer With Heritage Wealth Advisors; Chief Investment Officer; Chief Compliance Officer |
| 2016-04-07 |
update person_title Jonathan Bailey: Associate => Client Serivce Associate |
| 2016-04-07 |
update person_title Mark B. Sisisky: Director for Xenith Bank; Managing Director of Heritage Wealth Advisors; Investment Management Director => Director for Xenith Bank; Managing Director; Managing Director of Heritage Wealth Advisors |
| 2016-04-07 |
update person_title Michael Letts: Assistant Client Portfolio Manager With Heritage Wealth Advisors => Portfolio Management Associate; Associate With Heritage Wealth Advisors |
| 2016-04-07 |
update person_title Takisha Smith: Operations Specialist With Heritage Wealth Advisors; Operations Associate => Portfolio Administrator |
| 2016-01-21 |
delete otherexecutives Dan Powell |
| 2016-01-21 |
delete email dp..@heritagewealth.net |
| 2016-01-21 |
delete email mw..@heritagewealth.net |
| 2016-01-21 |
delete email sm..@heritagewealth.net |
| 2016-01-21 |
delete person Dan Powell |
| 2016-01-21 |
delete person Matt Williams |
| 2016-01-21 |
delete person Shawn Morton |
| 2015-10-20 |
delete general_emails in..@heritagewealth.net |
| 2015-10-20 |
insert general_emails co..@heritagewealth.net |
| 2015-10-20 |
delete email ci..@heritagewealth.net |
| 2015-10-20 |
delete email in..@heritagewealth.net |
| 2015-10-20 |
delete person Carolyn Irwin |
| 2015-10-20 |
insert email co..@heritagewealth.net |
| 2015-09-21 |
insert email jb..@heritagewealth.net |
| 2015-09-21 |
insert person Jonathan Bailey |
| 2015-07-27 |
insert email ml..@heritagewealth.net |
| 2015-07-27 |
insert person Michael Letts |
| 2015-07-27 |
update person_description Matt Williams => Matt Williams |
| 2015-06-22 |
update person_description Martha Proutt => Martha Proutt |
| 2015-05-24 |
delete email jb..@heritagewealth.net |
| 2015-05-24 |
delete person Justin Blankenship |
| 2015-05-24 |
insert career_pages_linkeddomain workable.com |
| 2015-02-01 |
insert email jj..@heritagewealth.net |
| 2015-01-04 |
delete managingdirector Mark B. Sisisky |
| 2015-01-04 |
delete email jj..@heritagewealth.net |
| 2015-01-04 |
insert email af..@heritagewealth.net |
| 2015-01-04 |
insert email ci..@heritagewealth.net |
| 2015-01-04 |
insert person Alyssa Finchum |
| 2015-01-04 |
insert person Carolyn Irwin |
| 2015-01-04 |
update person_description Jay Jordan => Jay Jordan |
| 2015-01-04 |
update person_title Danielle Wyatt: Administrative Assistant With Heritage Wealth Advisors; Administrative Assistant => Administrative Assistant With Heritage Wealth Advisors; Administrative Associate |
| 2015-01-04 |
update person_title Mark B. Sisisky: Director for Xenith Bank; Managing Director; Managing Director of Heritage Wealth Advisors => Director for Xenith Bank; Managing Director of Heritage Wealth Advisors; Investment Management Director |
| 2015-01-04 |
update person_title Shawn Morton: Administrative Assistant With Heritage Wealth Advisors; Administrative Assistant => Administrative Assistant With Heritage Wealth Advisors; Administrative Associate |
| 2014-12-07 |
insert email dw..@heritagewealth.net |
| 2014-12-07 |
insert person Danielle Wyatt |
| 2014-10-24 |
delete email pc..@heritagewealth.net |
| 2014-10-24 |
delete person Paul Cohen |
| 2014-09-17 |
insert email dw..@heritagewealth.net |
| 2014-09-17 |
insert person John C. (Dean) Williams |
| 2014-08-11 |
insert fax (540) 479-1900 |
| 2014-08-11 |
insert phone (540) 376-3500 |
| 2014-08-11 |
update person_description Martha Proutt => Martha Proutt |
| 2014-07-05 |
insert address 725 Jackson Street
Suite 202
Fredericksburg, VA 22401 |
| 2014-05-10 |
delete email ka..@heritagewealth.net |
| 2014-05-10 |
delete person Karen Atwood |
| 2014-05-10 |
delete source_ip 50.63.139.154 |
| 2014-05-10 |
insert email sm..@heritagewealth.net |
| 2014-05-10 |
insert person Shawn Morton |
| 2014-05-10 |
insert source_ip 50.62.34.102 |
| 2014-03-06 |
delete email im..@heritagewealth.net |
| 2014-03-06 |
delete email ko..@heritagewealth.net |
| 2014-03-06 |
delete person Izaak Mendelson |
| 2014-03-06 |
delete person Karen O'Grady |
| 2014-03-06 |
insert email ka..@heritagewealth.net |
| 2014-03-06 |
insert email pc..@heritagewealth.net |
| 2014-03-06 |
insert person Karen Atwood |
| 2014-03-06 |
insert person Petra Coffey |
| 2014-02-03 |
insert otherexecutives Dan Powell |
| 2014-02-03 |
delete email ms..@heritagewealth.net |
| 2014-02-03 |
delete person Margaret Smith |
| 2014-02-03 |
insert email dp..@heritagewealth.net |
| 2014-02-03 |
insert person Dan Powell |
| 2014-01-06 |
insert otherexecutives Ben Wafle |
| 2014-01-06 |
insert email bw..@heritagewealth.net |
| 2014-01-06 |
insert person Ben Wafle |
| 2013-12-08 |
delete email dh..@heritagewealth.net |
| 2013-12-08 |
delete person Dominique Headspeth |
| 2013-12-08 |
update person_description Martha Proutt => Martha Proutt |
| 2013-11-10 |
delete otherexecutives Marshall Chambers |
| 2013-11-10 |
delete index_pages_linkeddomain advisorone.com |
| 2013-11-10 |
update person_title Marshall Chambers: Business Development Director; Relationship Manager; Business Development Director and Relationship Manager With Heritage Wealth Advisors => Relationship Manager; Relationship Manager With Heritage Wealth Advisors |
| 2013-09-11 |
insert email dh..@heritagewealth.net |
| 2013-09-11 |
insert email mw..@heritagewealth.net |
| 2013-09-11 |
insert person Dominique Headspeth |
| 2013-09-11 |
insert person Matt Williams |
| 2013-08-14 |
delete email pw..@heritagewealth.net |
| 2013-08-14 |
delete person Philip "PJ" Wallin |
| 2013-07-02 |
delete address 901 East Byrd Street
West Tower, Suite 1300
Richmond, VA 23219 |
| 2013-07-02 |
insert address 919 East Main Street
Suite 950
Richmond, VA 23219 |
| 2013-07-02 |
insert email jb..@heritagewealth.net |
| 2013-07-02 |
insert person Justin Blankenship |
| 2013-07-02 |
update primary_contact 901 East Byrd Street
West Tower, Suite 1300
Richmond, VA 23219 => 919 East Main Street
Suite 950
Richmond, VA 23219 |
| 2013-06-04 |
insert ceo Mark B. Sisisky |
| 2013-06-04 |
insert email ms..@heritagewealth.net |
| 2013-06-04 |
insert person Mark B. Sisisky |
| 2013-02-24 |
insert email pc..@heritagewealth.net |
| 2013-02-24 |
insert person Paul Cohen |