| Date | Description |
|---|
| 2024-04-12 |
insert about_pages_linkeddomain google.com |
| 2024-04-12 |
insert about_pages_linkeddomain orderroutingdisclosure.com |
| 2024-04-12 |
insert about_pages_linkeddomain pershing.com |
| 2024-04-12 |
insert about_pages_linkeddomain schwaballiance.com |
| 2024-04-12 |
insert about_pages_linkeddomain sec.gov |
| 2024-04-12 |
insert about_pages_linkeddomain tamaracinc.com |
| 2024-03-12 |
delete otherexecutives Brian Bonewitz |
| 2024-03-12 |
delete person Brian Bonewitz |
| 2024-03-12 |
delete person Heather Sule |
| 2024-03-12 |
insert person Grace Pharr |
| 2024-03-12 |
update person_title Brittney Miller: Client Service Associate => null |
| 2023-09-21 |
delete person Maddy Paladino |
| 2023-09-21 |
delete person Melissa Smith |
| 2023-08-19 |
insert person Meghan Oldis |
| 2023-07-16 |
insert person Clint Townsend |
| 2023-07-16 |
insert person Meghan Paladino |
| 2023-07-16 |
update person_description Jen Muckley => Jen Muckley |
| 2023-07-16 |
update person_title Abbot Downing: Relationship Manager, Family Office Services => Relationship Manager, Wealth Planner |
| 2023-03-24 |
update person_description Steven H. Scruggs => Steven H. Scruggs |
| 2023-03-24 |
update person_title Benjamin Mellman: Senior Analyst => Senior Analyst - FPA Queens Road Funds |
| 2023-02-20 |
insert career_pages_linkeddomain apply.ci |
| 2022-11-17 |
update person_description John F. Bragg III => John F. Bragg III |
| 2022-09-15 |
insert person Benjamin Mellman |
| 2022-09-15 |
insert person Taylor Saenz |
| 2022-07-14 |
insert person Maddy Paladino |
| 2022-05-14 |
insert person Nichole Rhoads |
| 2022-05-14 |
update person_description Dawn M. Cannon => Dawn M. Cannon |
| 2022-04-13 |
insert person Brittney Miller |
| 2022-03-13 |
delete contact_pages_linkeddomain finra.org |
| 2022-03-13 |
delete contact_pages_linkeddomain sipc.org |
| 2022-03-13 |
delete index_pages_linkeddomain finra.org |
| 2022-03-13 |
delete index_pages_linkeddomain sipc.org |
| 2022-03-13 |
delete management_pages_linkeddomain finra.org |
| 2022-03-13 |
delete management_pages_linkeddomain sipc.org |
| 2022-03-13 |
delete person Kara Kunz |
| 2022-03-13 |
delete terms_pages_linkeddomain finra.org |
| 2022-03-13 |
delete terms_pages_linkeddomain sipc.org |
| 2022-03-13 |
update robots_txt_status www.braggfinancial.com: 200 => 404 |
| 2021-09-29 |
update person_description Mary Lou Daly => Mary Lou Daly |
| 2021-09-29 |
update robots_txt_status www.braggfinancial.com: 404 => 200 |
| 2021-08-30 |
insert otherexecutives Anthony Bykovsky |
| 2021-08-30 |
insert person Anthony Bykovsky |
| 2021-08-30 |
insert person Evan Anderson |
| 2021-08-30 |
update person_description Jen Muckley => Jen Muckley |
| 2021-08-30 |
update robots_txt_status www.braggfinancial.com: 200 => 404 |
| 2021-01-27 |
delete person Katherine T. Brooks |
| 2021-01-27 |
insert person Kara Kunz |
| 2020-09-28 |
delete about_pages_linkeddomain finra.org |
| 2020-09-28 |
delete about_pages_linkeddomain google.com |
| 2020-09-28 |
delete about_pages_linkeddomain netxinvestor.com |
| 2020-09-28 |
delete about_pages_linkeddomain orderroutingdisclosure.com |
| 2020-09-28 |
delete about_pages_linkeddomain schwaballiance.com |
| 2020-09-28 |
delete about_pages_linkeddomain sipc.org |
| 2020-09-28 |
delete about_pages_linkeddomain tamaracinc.com |
| 2020-09-28 |
delete alias Bragg Financial Advisors, Inc. |
| 2020-09-28 |
delete contact_pages_linkeddomain netxinvestor.com |
| 2020-09-28 |
delete index_pages_linkeddomain netxinvestor.com |
| 2020-09-28 |
delete management_pages_linkeddomain netxinvestor.com |
| 2020-09-28 |
delete person Charlotte Cultural |
| 2020-09-28 |
delete person Charlotte Mecklenburg |
| 2020-09-28 |
delete person Charlotte Symphony |
| 2020-09-28 |
delete terms_pages_linkeddomain netxinvestor.com |
| 2020-09-28 |
insert contact_pages_linkeddomain pershing.com |
| 2020-09-28 |
insert contact_pages_linkeddomain sec.gov |
| 2020-09-28 |
insert index_pages_linkeddomain pershing.com |
| 2020-09-28 |
insert index_pages_linkeddomain sec.gov |
| 2020-09-28 |
insert management_pages_linkeddomain pershing.com |
| 2020-09-28 |
insert management_pages_linkeddomain sec.gov |
| 2020-09-28 |
insert terms_pages_linkeddomain pershing.com |
| 2020-09-28 |
insert terms_pages_linkeddomain sec.gov |
| 2020-09-28 |
update person_description Beth A. Tumblison => Beth A. Tumblison |
| 2020-09-28 |
update person_description Crystal Draper => Crystal Draper |
| 2020-09-28 |
update person_description Debbie Taylor => Debbie Taylor |
| 2020-09-28 |
update person_description Emily Rose Sheffield => Emily Rose Sheffield |
| 2020-09-28 |
update person_description Heather Sule => Heather Sule |
| 2020-09-28 |
update person_description Katherine T. Brooks => Katherine T. Brooks |
| 2020-09-28 |
update person_description Marta Keiser => Marta Keiser |
| 2020-09-28 |
update person_description Melissa Smith => Melissa Smith |
| 2020-09-28 |
update person_description Stephanie Higgins => Stephanie Higgins |
| 2020-09-28 |
update person_title Benton S. Bragg: CEO; Registered Principal; President; Chairman of the Investment Committee => CEO; President; Chairman of the Investment Committee |
| 2020-09-28 |
update person_title Beth A. Tumblison: Portfolio Analyst; Registered Representative => Portfolio Analyst |
| 2020-09-28 |
update person_title Brian Bonewitz: Registered Representative; Member of the Investment Committee; Portfolio Manager => Member of the Investment Committee; Portfolio Manager |
| 2020-09-28 |
update person_title Dawn M. Cannon: Controller; Registered Principal; Chief Compliance Officer => Controller; Chief Compliance Officer |
| 2020-09-28 |
update person_title Debbie Taylor: Client Experience Officer; Registered Representative => Client Experience Officer |
| 2020-09-28 |
update person_title Emily Rose Sheffield: Associate; Registered Representative; Financial Planning Analyst => Financial Planning Analyst |
| 2020-09-28 |
update person_title George W. Climer: III Is a Registered Representative With Queens Road Securities, LLC Member FINRA / SIPC => null |
| 2020-09-28 |
update person_title John F. Bragg III: III Is a Registered Principal With Queens Road Securities, LLC Member FINRA / SIPC => null |
| 2020-09-28 |
update person_title Katherine T. Brooks: Operations Specialist; the Operations Specialist; Registered Representative => Operations Specialist |
| 2020-09-28 |
update person_title Marta Keiser: Registered Representative; Financial Planning Analyst => Financial Planning Analyst |
| 2020-09-28 |
update person_title Mary Lou Daly: CFP; CFP® Director of Planning, Client Advisor; Director of Planning; Registered Representative => CFP; CFP® Director of Planning, Client Advisor; Director of Planning |
| 2020-09-28 |
update person_title Matt DeVries: Registered Representative; Member of the Investment Committee; Portfolio Manager; Analyst for the Queens Road Small Cap Value => Member of the Investment Committee; Portfolio Manager; Analyst for the Queens Road Small Cap Value |
| 2020-09-28 |
update person_title Phillips M. Bragg: Registered Principal; Director of Estate & Charitable Planning => Director of Estate & Charitable Planning |
| 2020-09-28 |
update person_title Steven H. Scruggs: Registered Principal; Senior Portfolio Manager; Member of the Investment Committee; Portfolio Manager; Director of Research => Senior Portfolio Manager; Portfolio Manager; Director of Research |
| 2020-05-20 |
insert person Crystal Draper |
| 2020-04-19 |
insert person Marc Scavo |
| 2019-09-13 |
update person_title Emily Rose Sheffield: Paraplanner; Registered Representative => Associate; Registered Representative; Financial Planning Analyst |
| 2019-09-13 |
update person_title Marta Keiser: Paraplanner; Registered Representative => Registered Representative; Financial Planning Analyst |
| 2019-07-14 |
delete source_ip 67.20.91.41 |
| 2019-07-14 |
insert source_ip 35.192.212.162 |
| 2019-05-12 |
insert index_pages_linkeddomain bizjournals.com |
| 2019-04-07 |
delete index_pages_linkeddomain charlottesymphony.org |
| 2019-04-07 |
delete index_pages_linkeddomain wdav.org |
| 2019-04-07 |
insert email de..@braggfinancial.com |
| 2019-04-07 |
insert index_pages_linkeddomain kiplinger.com |
| 2019-04-07 |
insert index_pages_linkeddomain queensroadfunds.com |
| 2019-04-07 |
insert index_pages_linkeddomain rightmovesforyouth.org |
| 2019-04-07 |
insert person Adria Fulton |
| 2019-01-25 |
delete index_pages_linkeddomain cfainstitute.org |
| 2019-01-25 |
insert index_pages_linkeddomain charlottesymphony.org |
| 2019-01-25 |
update person_title Dawn M. Cannon: Controller; Certified Public Accountant; Registered Principal => Controller; Registered Principal; Chief Compliance Officer |
| 2019-01-25 |
update person_title Katherine T. Brooks: Operations Manager / Education & Designations; Registered Representative; Operations Manager => Operations Specialist; the Operations Specialist; Registered Representative |
| 2019-01-25 |
update person_title Mary Lou Daly: Client Advisor; Registered Representative; Client Advisor / Education & Designations => Registered Representative; Director of Planning and Client Advisor |
| 2018-12-22 |
delete index_pages_linkeddomain kiplinger.com |
| 2018-12-22 |
delete index_pages_linkeddomain queensroadfunds.com |
| 2018-12-22 |
insert index_pages_linkeddomain cfainstitute.org |
| 2018-12-22 |
insert index_pages_linkeddomain wdav.org |
| 2018-10-30 |
insert person Brian Bonewitz |
| 2018-10-30 |
update person_title Matt DeVries: Portfolio Manager / Education & Designations; Registered Representative; Portfolio Manager; Analyst for the Queens Road Small Cap Value => Portfolio Manager, Member of Investment Committee / Education & Designations; Portfolio Manager, Member of Investment Committee; Registered Representative; Portfolio Manager; Analyst for the Queens Road Small Cap Value |
| 2018-06-30 |
delete index_pages_linkeddomain wtvi.org |
| 2018-06-30 |
delete person Suzanne Wittebort |
| 2018-06-30 |
insert person Heather Pitman |
| 2018-06-30 |
insert person Jen Muckley |
| 2018-05-08 |
delete source_ip 192.124.249.10 |
| 2018-05-08 |
insert source_ip 67.20.91.41 |
| 2018-02-25 |
delete index_pages_linkeddomain wtvi.org |
| 2018-02-25 |
delete person Kimberly Giger |
| 2018-02-25 |
insert person Melissa Smith |
| 2018-02-25 |
update person_title Suzanne Wittebort: Member of St. Peter 's Catholic; Portfolio Manager and Member of Our Investment Committee; Portfolio Manager, Member of Investment Committee / Education & Designations; Portfolio Manager, Member of Investment Committee; Registered Representative => Fellow; Member of St. Peter 's Catholic Church |
| 2017-12-14 |
delete index_pages_linkeddomain cfainstitute.org |
| 2017-12-14 |
insert about_pages_linkeddomain sipc.org |
| 2017-12-14 |
insert index_pages_linkeddomain sipc.org |
| 2017-12-14 |
insert index_pages_linkeddomain wsj.com |
| 2017-12-14 |
insert management_pages_linkeddomain sipc.org |
| 2017-12-14 |
insert service_pages_linkeddomain sipc.org |
| 2017-12-14 |
insert terms_pages_linkeddomain sipc.org |
| 2017-10-29 |
delete person Marta Brzozka |
| 2017-10-29 |
insert person Marta Keiser |
| 2017-09-22 |
delete index_pages_linkeddomain bizjournals.com |
| 2017-09-22 |
delete index_pages_linkeddomain fa-mag.com |
| 2017-09-22 |
delete index_pages_linkeddomain forbes.com |
| 2017-09-22 |
delete index_pages_linkeddomain wdav.org |
| 2017-09-22 |
insert index_pages_linkeddomain cfainstitute.org |
| 2017-09-22 |
insert index_pages_linkeddomain wtvi.org |
| 2017-06-25 |
delete index_pages_linkeddomain wsj.com |
| 2017-06-25 |
insert index_pages_linkeddomain bizjournals.com |
| 2017-06-25 |
insert index_pages_linkeddomain wdav.org |
| 2017-05-11 |
insert otherexecutives Money Smart |
| 2017-05-11 |
delete index_pages_linkeddomain kiplinger.com |
| 2017-05-11 |
delete index_pages_linkeddomain thestreet.com |
| 2017-05-11 |
insert about_pages_linkeddomain netxinvestor.com |
| 2017-05-11 |
insert about_pages_linkeddomain tamaracinc.com |
| 2017-05-11 |
insert index_pages_linkeddomain netxinvestor.com |
| 2017-05-11 |
insert index_pages_linkeddomain tamaracinc.com |
| 2017-05-11 |
insert management_pages_linkeddomain netxinvestor.com |
| 2017-05-11 |
insert management_pages_linkeddomain tamaracinc.com |
| 2017-05-11 |
insert person Lynn Araujo |
| 2017-05-11 |
insert person Money Smart |
| 2017-05-11 |
insert service_pages_linkeddomain netxinvestor.com |
| 2017-05-11 |
insert service_pages_linkeddomain tamaracinc.com |
| 2017-05-11 |
update person_description Beth A. Tumblison => Beth A. Tumblison |
| 2017-05-11 |
update person_description Dawn M. Cannon => Dawn M. Cannon |
| 2017-05-11 |
update person_description Debbie Taylor => Debbie Taylor |
| 2017-05-11 |
update person_description Emily Rose Sheffield => Emily Rose Sheffield |
| 2017-05-11 |
update person_description Heather Sule => Heather Sule |
| 2017-05-11 |
update person_description Katherine T. Brooks => Katherine T. Brooks |
| 2017-05-11 |
update person_description Kimberly Giger => Kimberly Giger |
| 2017-05-11 |
update person_description Marta Brzozka => Marta Brzozka |
| 2017-05-11 |
update person_description Mary Lou Daly => Mary Lou Daly |
| 2017-05-11 |
update person_description Matt DeVries => Matt DeVries |
| 2017-05-11 |
update person_description Stephanie Higgins => Stephanie Higgins |
| 2017-05-11 |
update person_description T. Ben Rose => T. Ben Rose |
| 2017-05-11 |
update person_title Debbie Taylor: Office Manager; Office Manager / Education & Designations; Registered Representative => Client Experience Officer; Client Experience Officer / Education & Designations; Registered Representative |
| 2017-05-11 |
update person_title Stephanie Higgins: Member of Our Client Service Team; Assistant Office Manager / Education & Designations; Assistant Office Manager => Office Manager; Office Manager / Education & Designations |
| 2016-10-24 |
delete index_pages_linkeddomain bizjournals.com |
| 2016-10-24 |
insert index_pages_linkeddomain forbes.com |
| 2016-10-24 |
insert index_pages_linkeddomain kiplinger.com |
| 2016-08-28 |
delete index_pages_linkeddomain charlotteobserver.com |
| 2016-08-28 |
delete index_pages_linkeddomain kiplinger.com |
| 2016-08-28 |
insert index_pages_linkeddomain fa-mag.com |
| 2016-07-31 |
delete source_ip 67.20.91.41 |
| 2016-07-31 |
insert source_ip 192.124.249.10 |
| 2016-07-03 |
delete index_pages_linkeddomain usnews.com |
| 2016-07-03 |
delete index_pages_linkeddomain zacks.com |
| 2016-07-03 |
insert index_pages_linkeddomain kiplinger.com |
| 2016-07-03 |
insert index_pages_linkeddomain queensroadfunds.com |
| 2016-07-03 |
insert index_pages_linkeddomain wsj.com |
| 2016-04-02 |
delete index_pages_linkeddomain bechtler.org |
| 2016-04-02 |
insert index_pages_linkeddomain bizjournals.com |
| 2016-04-02 |
insert index_pages_linkeddomain thestreet.com |
| 2016-04-02 |
insert index_pages_linkeddomain usnews.com |
| 2016-04-02 |
insert index_pages_linkeddomain zacks.com |
| 2016-02-13 |
delete index_pages_linkeddomain bizjournals.com |
| 2015-10-07 |
delete index_pages_linkeddomain fa-mag.com |
| 2015-10-07 |
insert person Emily Rose Sheffield |
| 2015-10-07 |
insert person Matt DeVries |
| 2015-09-09 |
insert index_pages_linkeddomain bechtler.org |
| 2015-09-09 |
insert index_pages_linkeddomain charlotteobserver.com |
| 2015-09-09 |
insert person Stephanie Higgins |
| 2015-09-09 |
update person_title George W. Climer III: III Is a Registered Representative With Queens Road Securities, LLC Member FINRA / SIPC; Client Relationship Manager; Client Relationship Manager / Education & Designations => III Is a Registered Representative With Queens Road Securities, LLC Member FINRA / SIPC; Client Advisor; Client Advisor / Education & Designations |
| 2015-09-09 |
update person_title Mary Lou Daly: Client Relationship Manager; Registered Representative; Client Relations Manager; Client Relationship Manager / Education & Designations => Client Advisor; Client Advisor / Education & Designations; Registered Representative |
| 2015-08-12 |
delete address 1031 South Caldwell Street
Suite 200
Charlotte, NC 28203 |
| 2015-08-12 |
insert address 1031 S. Caldwell St., Ste. 200
Charlotte, NC 28203 |
| 2015-08-12 |
insert index_pages_linkeddomain bizjournals.com |
| 2015-08-12 |
insert index_pages_linkeddomain fa-mag.com |
| 2015-05-19 |
delete person Campbell Corder |
| 2015-05-19 |
delete person Kyle Bennett |
| 2015-02-23 |
delete index_pages_linkeddomain wdav.org |
| 2014-12-21 |
delete index_pages_linkeddomain bizjournals.com |
| 2014-12-21 |
delete index_pages_linkeddomain myhighplains.com |
| 2014-12-21 |
delete index_pages_linkeddomain yahoo.com |
| 2014-12-21 |
insert index_pages_linkeddomain wdav.org |
| 2014-12-21 |
insert person Campbell Corder |
| 2014-10-07 |
insert person Kyle Bennett |
| 2014-10-07 |
update person_description Debbie Taylor => Debbie Taylor |
| 2014-10-07 |
update person_title Heather Sule: Client Relations Associate; Client Relations Associate / Education & Designations => Client Service Associate / Education & Designations; Client Service Associate |
| 2014-10-07 |
update person_title Marta Brzozka: Associate; Client Relations Associate / Education & Designations; Client Relations Associate; Registered Representative => Registered Representative; Client Service Associate / Education & Designations; Client Service Associate |
| 2014-08-25 |
delete about_pages_linkeddomain netxinvestor.com |
| 2014-08-25 |
delete index_pages_linkeddomain netxinvestor.com |
| 2014-08-25 |
delete management_pages_linkeddomain netxinvestor.com |
| 2014-08-25 |
delete service_pages_linkeddomain netxinvestor.com |
| 2014-08-25 |
delete terms_pages_linkeddomain netxinvestor.com |
| 2014-05-19 |
delete about_pages_linkeddomain netxselect.com |
| 2014-05-19 |
delete index_pages_linkeddomain netxselect.com |
| 2014-05-19 |
delete management_pages_linkeddomain netxselect.com |
| 2014-05-19 |
delete service_pages_linkeddomain netxselect.com |
| 2014-05-19 |
delete terms_pages_linkeddomain netxselect.com |
| 2014-05-19 |
insert about_pages_linkeddomain netxinvestor.com |
| 2014-05-19 |
insert index_pages_linkeddomain netxinvestor.com |
| 2014-05-19 |
insert management_pages_linkeddomain netxinvestor.com |
| 2014-05-19 |
insert service_pages_linkeddomain netxinvestor.com |
| 2014-05-19 |
insert terms_pages_linkeddomain netxinvestor.com |
| 2014-03-18 |
delete index_pages_linkeddomain wdav.org |
| 2014-03-18 |
insert person Heather Sule |
| 2014-03-18 |
insert person Kimberly Giger |
| 2013-12-17 |
insert index_pages_linkeddomain wdav.org |
| 2013-11-19 |
insert founder Ramah Creek |
| 2013-11-19 |
insert otherexecutives Charlotte Symphony |
| 2013-11-19 |
insert person Charlotte Symphony |
| 2013-11-19 |
insert person Ramah Creek |
| 2013-10-22 |
insert index_pages_linkeddomain myhighplains.com |
| 2013-09-21 |
delete index_pages_linkeddomain bloomberg.com |
| 2013-08-20 |
delete person Susan Dixson |
| 2013-08-20 |
insert person George W. Climer III |
| 2013-08-20 |
update person_description Mary Lou Daly => Mary Lou Daly |
| 2013-08-20 |
update person_title Suzanne Wittebort: Member of the Board Member and past President of the Queen Charlotte Chorus of Sweet Adelines International; Portfolio Analyst and Member of Our Investment Committee; Registered Representative; Portfolio Analyst, Member of Investment Committee => Portfolio Manager and Member of Our Investment Committee; Portfolio Manager, Member of Investment Committee / Education & Designations; Member of the Board Member and past President of the Queen Charlotte Chorus of Sweet Adelines International; Portfolio Manager, Member of Investment Committee; Registered Representative |
| 2013-07-07 |
update person_title Benton S. Bragg: Chartered Financial Consultant ( ChFC ); Chartered Life Underwriter ( CLU ); Chartered Financial Analyst; President, Chairman of Investment Committee; President; Registered Representative; Chairman of the Investment Committee => Chartered Financial Consultant ( ChFC ); Chartered Life Underwriter ( CLU ); Chartered Financial Analyst; President, Chairman of Investment Committee; Registered Principal; President; Chairman of the Investment Committee |
| 2013-07-07 |
update person_title Beth A. Tumblison: Associate; Portfolio Analyst; Registered Representative => Portfolio Analyst; Registered Representative |
| 2013-07-07 |
update person_title Dawn M. Cannon: Controller; Certified Public Accountant; Registered Representative => Controller; Certified Public Accountant; Registered Principal |
| 2013-07-07 |
update person_title Debbie Taylor: Associate; Office Manager; Office Manager and Client Relations Specialist; Registered Representative => Office Manager; Office Manager and Client Relations Specialist; Registered Representative |
| 2013-07-07 |
update person_title Katherine T. Brooks: Associate; Registered Representative; Operations Manager => Registered Representative; Operations Manager |
| 2013-07-07 |
update person_title Marta Brzozka: Associate; Associate, Client Services Associate; Registered Representative => Associate; Client Relations Associate; Registered Representative |
| 2013-07-07 |
update person_title Mary Lou Daly: Associate; Client Relationship Manager; Client Relations Manager => Client Relations Manager; Client Relationship Manager; Registered Representative |
| 2013-07-07 |
update person_title Phillips M. Bragg: Vice President, Retirement, Estate and Charitable Planning; Registered Representative; Vice President of Planning => Vice President, Retirement, Estate and Charitable Planning; Registered Principal; Vice President of Planning |
| 2013-07-07 |
update person_title Steven H. Scruggs: Director of Research, Senior Portfolio Manager, Member of Investment Committee; Senior Portfolio Manager; Director of Research; Registered Representative; Portfolio Manager => Director of Research, Senior Portfolio Manager, Member of Investment Committee; Senior Portfolio Manager; Director of Research; Registered Principal; Portfolio Manager |
| 2013-07-07 |
update person_title Susan Dixson: Associate; Client Relations Manager; Client Relationship Manager; Registered Representative => Client Relations Manager; Client Relationship Manager; Registered Representative |
| 2013-07-07 |
update person_title Suzanne Wittebort: Member of the Board Member and past President of the Queen Charlotte Chorus of Sweet Adelines International; Portfolio Analyst and Member of Our Investment Committee; Registered Representative; Associate, Portfolio Analyst, Member of Investment Committee => Member of the Board Member and past President of the Queen Charlotte Chorus of Sweet Adelines International; Portfolio Analyst and Member of Our Investment Committee; Registered Representative; Portfolio Analyst, Member of Investment Committee |