| Date | Description |
|---|
| 2022-08-22 |
insert person Alishia DuBois |
| 2022-04-15 |
delete ceo Evan L. McCullers |
| 2022-04-15 |
delete otherexecutives Evan L. McCullers |
| 2022-04-15 |
delete person Benjamin A. Madtes |
| 2022-04-15 |
delete person Cameron Farbotko |
| 2022-04-15 |
delete person Kent D. Davis |
| 2022-04-15 |
delete person Olivia Lee |
| 2022-04-15 |
insert person Blake Willis |
| 2022-04-15 |
update person_description Evan L. McCullers => Evan L. McCullers |
| 2022-04-15 |
update person_title Evan L. McCullers: CEO; Executive Assistant to the President => Client Services Associate II |
| 2021-09-29 |
update person_title Kent D. Davis: Associate; Advisor; PFS, CFP => Advisor; PFS, CFP |
| 2021-05-21 |
delete ceo Benjamin A. Madtes |
| 2021-05-21 |
delete otherexecutives Benjamin A. Madtes |
| 2021-05-21 |
insert ceo Evan L. McCullers |
| 2021-05-21 |
insert otherexecutives Evan L. McCullers |
| 2021-05-21 |
insert person Evan L. McCullers |
| 2021-05-21 |
update person_title Benjamin A. Madtes: CEO; Executive Assistant to the President => Client Service Associate II |
| 2020-01-12 |
insert person Carol Dreistadt |
| 2019-12-11 |
delete person Lorenzo Moseley |
| 2019-06-13 |
insert ceo Benjamin A. Madtes |
| 2019-06-13 |
insert otherexecutives Benjamin A. Madtes |
| 2019-06-13 |
delete person Susan E. Hamilton |
| 2019-06-13 |
insert person Benjamin A. Madtes |
| 2019-06-13 |
insert person Lorenzo Moseley |
| 2019-04-11 |
delete person Chay Willette |
| 2019-01-24 |
delete person Zachary Larmour |
| 2018-12-12 |
delete person Reed Hurt |
| 2018-12-12 |
insert person Kent D. Davis |
| 2018-12-12 |
insert person Susan E. Hamilton |
| 2018-12-12 |
update person_description Bonnie Armstrong => Bonnie Armstrong |
| 2018-12-12 |
update person_description Cameron Farbotko => Cameron Farbotko |
| 2018-12-12 |
update person_description Chay Willette => Chay Willette |
| 2018-12-12 |
update person_description Olivia Lee => Olivia Lee |
| 2018-06-09 |
update person_title Olivia Lee: Trading and Operations Associate => null |
| 2018-06-09 |
update person_title Solon Vlasto: Senior Financial Advisor; Named Newest Partner at BWM => Principal; Named Newest Partner at BWM |
| 2018-06-09 |
update person_title Timothy S. Koehl: Director of Financial Planning => Principal |
| 2017-12-12 |
delete person Solon Vlasto |
| 2017-12-12 |
insert person Virginia-based Bernhardt |
| 2017-02-16 |
update person_title Solon Vlasto: Named Newest Partner at BWM => Named Newest Partner |
| 2017-01-18 |
insert person Solon Vlasto |
| 2014-11-27 |
insert person Bernhardt Listed Among |
| 2014-04-13 |
delete person Kenneth Robinson Ranks |
| 2013-11-08 |
insert person Kenneth Robinson Ranks |