| Date | Description |
|---|
| 2024-03-21 |
delete managingdirector Barry Dunaway |
| 2024-03-21 |
insert otherexecutives Barry Dunaway |
| 2024-03-21 |
insert person Drew Holloway |
| 2024-03-21 |
update person_title Barry Dunaway: Managing Director => Director of Research |
| 2019-08-15 |
insert coo Matt Holloway |
| 2019-08-15 |
insert vp Katerina Wiese |
| 2019-08-15 |
update person_title Katerina Wiese: Financial Planner and Vice President => Vice President; Financial Planner and Vice President |
| 2019-08-15 |
update person_title Matt Holloway: Financial Planner and Chief Operating Officer => Chief Operating Officer; Financial Planner and Chief Operating Officer |
| 2019-07-14 |
update person_title Amy Byrne: Administrative Professional => Client Care Officer |
| 2019-04-04 |
delete evp Barry Dunaway |
| 2019-04-04 |
insert managingdirector Barry Dunaway |
| 2019-04-04 |
update person_title Barry Dunaway: Executive Vice President; Director of Research => Managing Director; Director of Research |
| 2019-04-04 |
update person_title Eric Ball: Chief Executive Officer => Chief Compliance Officer; Chief Executive Officer |
| 2019-04-04 |
update person_title Katerina Wiese: Financial Planner and Chief Compliance Officer => Financial Planner and Vice President |
| 2018-09-06 |
delete coo Matt Holloway |
| 2018-09-06 |
delete otherexecutives Katerina Wiese |
| 2018-09-06 |
insert person Amy Byrne |
| 2018-09-06 |
update person_title Katerina Wiese: Chief Compliance Officer => Financial Planner and Chief Compliance Officer |
| 2018-09-06 |
update person_title Matt Holloway: Chief Operating Officer => Financial Planner and Chief Operating Officer |
| 2015-10-02 |
insert ceo Eric Ball |
| 2015-10-02 |
insert person Eric Ball |