| Date | Description |
|---|
| 2024-07-05 |
delete person Linde Reed |
| 2024-07-05 |
delete source_ip 23.229.174.3 |
| 2024-07-05 |
insert person Stephanie Pafundi |
| 2024-07-05 |
insert source_ip 198.12.236.44 |
| 2024-07-05 |
update description |
| 2024-07-05 |
update person_title Gilda Burket: Bookkeeping Services - Owner; Member of the Client Service Team; Client Service Associate => Registered Client Service Associate; Bookkeeping Services - Owner; Member of the Client Service Team; Client Service Associate |
| 2023-08-13 |
delete personal_emails sa..@mainsailwealthadvisors.com |
| 2023-08-13 |
insert personal_emails sa..@mainsailwealthadvisors.com |
| 2023-08-13 |
delete email sa..@mainsailwealthadvisors.com |
| 2023-08-13 |
insert email sa..@mainsailwealthadvisors.com |
| 2023-08-13 |
insert person Peyton Bodziak |
| 2023-06-07 |
delete email ja..@mainsailwealthadvisors.com |
| 2023-06-07 |
update person_description Jason Koptish => Jason Koptish CFP |
| 2023-06-07 |
update person_title Jason Koptish CFP: Founding Partner; CERTIFIED FINANCIAL PLANNER; Managing Partner => Financial Advisor; Managing Partner |
| 2022-09-18 |
insert coo Randi Zahm |
| 2022-09-18 |
delete person Jacinta Gauvin |
| 2022-09-18 |
insert person Gilda Burket |
| 2022-09-18 |
update person_title Randi Zahm: Client Service Associate => Client Relationship Manager; Director of Operations; Client Relationship Manager With; Member of the Client Service Team |
| 2022-03-15 |
update person_description Nick Shedd => Nick Shedd |
| 2020-06-16 |
delete personal_emails li..@mainsailwealthadvisors.com |
| 2020-06-16 |
delete personal_emails ra..@mainsailwealthadvisors.com |
| 2020-06-16 |
delete personal_emails sa..@mainsailwealthadvisors.com |
| 2020-06-16 |
delete email li..@mainsailwealthadvisors.com |
| 2020-06-16 |
delete email ly..@mainsailwealthadvisors.com |
| 2020-06-16 |
delete email ra..@mainsailwealthadvisors.com |
| 2020-06-16 |
delete email sa..@mainsailwealthadvisors.com |
| 2020-06-16 |
delete person Virginia Paint |
| 2020-06-16 |
delete person Watson Mowry |
| 2020-06-16 |
update person_description Lynne Freeman => Lynne Freeman |
| 2020-06-16 |
update person_description Randi Zahm => Randi Zahm |
| 2020-04-17 |
insert otherexecutives Massey Alliance |
| 2020-04-17 |
insert person Massey Alliance |
| 2020-04-17 |
update person_description Nick Shedd => Nick Shedd |
| 2020-02-16 |
delete source_ip 69.89.28.24 |
| 2020-02-16 |
insert source_ip 23.229.174.3 |
| 2020-01-16 |
delete personal_emails el..@mainsailwealthadvisors.com |
| 2020-01-16 |
delete email el..@mainsailwealthadvisors.com |
| 2020-01-16 |
delete person Ellen Satchell |
| 2019-11-15 |
insert email ly..@mainsailwealthadvisors.com |
| 2019-11-15 |
insert person Lynne Freeman |
| 2019-11-15 |
insert person Watson Mowry |
| 2018-11-15 |
delete address 6965 Fox Hunt Lane Gloucester, VA 23061 |
| 2018-11-15 |
insert address 6641 Main S. Gloucester, VA 23061 |
| 2018-11-15 |
insert address 6641 Main St.
Gloucester, VA 23061 |
| 2018-11-15 |
update person_title Randi Zahm: Senior Client Service Associate; Client Service Associate => Client Service Associate |
| 2018-09-04 |
update person_description Jason Koptish => Jason Koptish |
| 2018-09-04 |
update person_title Jason Koptish: Financial Advisor; Accredited Asset Management Specialist => Financial Advisor; Founding Partner; CERTIFIED FINANCIAL PLANNER |
| 2018-06-03 |
insert personal_emails ra..@mainsailwealthadvisors.com |
| 2018-06-03 |
delete address Social Security Announces 2018 COLA
Social Security Announces 2018 COLA |
| 2018-06-03 |
insert email ra..@mainsailwealthadvisors.com |
| 2018-06-03 |
insert person Randi Zahm |
| 2018-06-03 |
insert person Virginia Paint |
| 2018-02-28 |
delete address Social Security Annouces 2017 COLA
Mainsail Summer 2017 Newsletter |
| 2018-02-28 |
delete email ju..@mainsailwealthadvisors.com |
| 2018-02-28 |
delete person Judith W. Mansfield |
| 2018-01-19 |
update website_status DomainNotFound => OK |
| 2018-01-19 |
delete about_pages_linkeddomain facebook.com |
| 2018-01-19 |
delete about_pages_linkeddomain finra.org |
| 2018-01-19 |
delete about_pages_linkeddomain linkedin.com |
| 2018-01-19 |
delete about_pages_linkeddomain raymondjames.com |
| 2018-01-19 |
delete about_pages_linkeddomain rjf.com |
| 2018-01-19 |
delete about_pages_linkeddomain sipc.org |
| 2018-01-19 |
delete about_pages_linkeddomain twitter.com |
| 2018-01-19 |
delete address Social Security Announces 2017 COLA
Social Security Announces 2017 COLA |
| 2018-01-19 |
insert address Social Security Announces 2018 COLA
Social Security Announces 2018 COLA |
| 2017-10-10 |
update website_status OK => DomainNotFound |
| 2017-08-27 |
insert address Social Security Annouces 2017 COLA
Mainsail Summer 2017 Newsletter |
| 2017-05-17 |
delete address Mainsail 2016 Q4 Commentary New
Key Mail Dates for 2016 Tax Season
Social Security Annouces 2017 COLA |
| 2017-03-17 |
insert address Mainsail 2016 Q4 Commentary New
Key Mail Dates for 2016 Tax Season
Social Security Annouces 2017 COLA |
| 2017-02-06 |
delete address 4510 Cox Rd. Suite 103
Glen Allen, VA 23061 |
| 2017-02-06 |
delete address Social Security Annouces 2017 COLA
2016 Year End Tax Planning |
| 2017-02-06 |
insert about_pages_linkeddomain twitter.com |
| 2017-02-06 |
insert address 4510 Cox Rd. Suite 103
Glen Allen, VA 23060 |
| 2017-02-06 |
insert client_pages_linkeddomain twitter.com |
| 2017-02-06 |
insert contact_pages_linkeddomain twitter.com |
| 2017-02-06 |
insert index_pages_linkeddomain twitter.com |
| 2017-02-06 |
insert management_pages_linkeddomain twitter.com |
| 2017-02-06 |
insert product_pages_linkeddomain twitter.com |
| 2016-10-26 |
delete general_emails in..@mainsailwealthadvisors.com |
| 2016-10-26 |
delete email in..@mainsailwealthadvisors.com |
| 2016-10-26 |
delete index_pages_linkeddomain youtube.com |
| 2016-10-26 |
delete management_pages_linkeddomain youtube.com |
| 2016-10-26 |
insert address 4510 Cox Rd. Suite 103
Glen Allen, VA 23061 |
| 2016-10-26 |
insert address Social Security Annouces 2017 COLA
2016 Year End Tax Planning |
| 2016-10-26 |
insert address Social Security Announces 2017 COLA
Social Security Announces 2017 COLA |
| 2016-06-25 |
delete personal_emails ni..@mainsailwealthadvisors.com |
| 2016-06-25 |
insert personal_emails ni..@mainsailwealthadvisors.com |
| 2016-06-25 |
delete email ni..@mainsailwealthadvisors.com |
| 2016-06-25 |
delete service_pages_linkeddomain facebook.com |
| 2016-06-25 |
delete service_pages_linkeddomain finra.org |
| 2016-06-25 |
delete service_pages_linkeddomain linkedin.com |
| 2016-06-25 |
delete service_pages_linkeddomain raymondjames.com |
| 2016-06-25 |
delete service_pages_linkeddomain rjf.com |
| 2016-06-25 |
delete service_pages_linkeddomain sipc.org |
| 2016-06-25 |
insert email ni..@mainsailwealthadvisors.com |
| 2016-06-25 |
insert product_pages_linkeddomain facebook.com |
| 2016-06-25 |
insert product_pages_linkeddomain finra.org |
| 2016-06-25 |
insert product_pages_linkeddomain linkedin.com |
| 2016-06-25 |
insert product_pages_linkeddomain raymondjames.com |
| 2016-06-25 |
insert product_pages_linkeddomain rjf.com |
| 2016-06-25 |
insert product_pages_linkeddomain sipc.org |
| 2016-01-25 |
insert personal_emails ni..@mainsailwealthadvisors.com |
| 2016-01-25 |
insert email ni..@mainsailwealthadvisors.com |
| 2016-01-25 |
insert management_pages_linkeddomain youtube.com |
| 2016-01-25 |
insert person Nick Shedd |
| 2015-03-07 |
update person_description Ellen Satchell => Ellen Satchell |
| 2015-02-07 |
insert client Raymond James Financial Services, Inc. |
| 2015-02-07 |
insert index_pages_linkeddomain finra.org |
| 2015-02-07 |
insert index_pages_linkeddomain raymondjames.com |
| 2015-02-07 |
insert index_pages_linkeddomain rjf.com |
| 2015-02-07 |
insert index_pages_linkeddomain sipc.org |
| 2015-02-07 |
insert index_pages_linkeddomain youtube.com |
| 2015-02-07 |
insert person Raymond James |
| 2015-02-07 |
insert person Star Wealth |
| 2015-02-07 |
update description |
| 2014-08-01 |
delete alias Mainsail Wealth Advisors |
| 2014-08-01 |
update description |
| 2014-06-01 |
insert alias Mainsail Wealth Advisors LLC |
| 2014-06-01 |
update description |