| Date | Description |
|---|
| 2024-03-19 |
delete person Kylie Guidry |
| 2023-04-10 |
delete person Barry Meyers CRPC |
| 2023-02-06 |
delete person Nick Stauble |
| 2023-02-06 |
insert person Kylie Guidry |
| 2023-01-05 |
update person_title Lisa Heffley: null => Investment Advisor; Representative |
| 2023-01-05 |
update person_title Michael Garton: Client Development Manager; Managing Partner => Investment Advisor; Representative; Managing Partner |
| 2022-07-03 |
delete cmo Jessica Caldwell |
| 2022-07-03 |
delete person Jessica Caldwell |
| 2022-07-03 |
insert person Lisa Heffley |
| 2022-07-03 |
insert person Nick Stauble |