Date | Description |
2024-03-13 |
delete cfo Andrea Kemble |
2024-03-13 |
insert cfo Andrea Baker |
2024-03-13 |
delete person Andrea Kemble |
2024-03-13 |
insert person Andrea Baker |
2023-04-02 |
insert person Mikayla Schroeder |
2023-04-02 |
update person_description Jordan Cotter => Jordan Cotter |
2023-04-02 |
update person_title Jordan Cotter: Principal; Operations Coordinator => Investment Relationship Manager |
2022-10-30 |
delete person Tommy Breitbach |
2022-05-07 |
delete person Sara Brown |
2022-05-07 |
insert person Layne Monroe |
2022-03-07 |
insert personal_emails pa..@brokersfinancial.com |
2022-03-07 |
delete person Tamara Watts-McPhail |
2022-03-07 |
insert person Paula Rolfes |
2021-07-17 |
insert person Robin Dorr |
2021-07-17 |
update person_title Tamara Watts-McPhail: Commission and Fee Coordinator => Commission and Fee Administrator |
2021-06-14 |
delete person Angel Quang |
2021-06-14 |
insert person Caylee Brady |
2021-06-14 |
insert person Lance Presley |
2020-01-13 |
delete person Layne Monroe |
2019-10-13 |
delete person Scott Wessling |
2019-08-13 |
insert person Joe Fairchild |
2019-04-30 |
insert person Bryan Purdy |
2019-04-30 |
insert person Derek Ott |
2019-04-30 |
insert person Jordan Cotter |
2019-04-30 |
insert person Ryan Burry |
2018-07-14 |
delete person Andy Pudenz |
2018-07-14 |
update person_title Sara Brown: Operations Coordinator => Transition Specialist |
2018-05-28 |
insert person Layne Monroe |
2017-12-07 |
delete otherexecutives John Kunkel |
2017-12-07 |
insert coo Belma Mujdzic |
2017-12-07 |
insert otherexecutives Belma Mujdzic |
2017-12-07 |
delete person Joan Wallace |
2017-12-07 |
insert person Belma Mujdzic |
2017-12-07 |
insert person Nicole Ascheman |
2017-12-07 |
insert person Sara Brown |
2017-12-07 |
update person_title John Kunkel: Chief Compliance Officer => Director - Risk Management |
2017-12-07 |
update person_title Scott Wessling: Licensing and Transition Coordinator => null |
2017-08-14 |
delete person Richard Thorpe |
2017-08-14 |
insert person Angel Quang |
2016-12-09 |
insert person Richard Thorpe |
2016-12-09 |
insert person Tommy Breitbach |
2016-12-09 |
update person_title Joan Wallace: Senior Operations Administrator => Senior Operations Coordinator |
2016-07-10 |
delete coo Brian Aukes |
2016-07-10 |
delete otherexecutives Brian Aukes |
2016-07-10 |
delete president Brian Propes |
2016-07-10 |
insert otherexecutives John Kunkel |
2016-07-10 |
insert president Brian Aukes |
2016-07-10 |
delete person Brian Propes |
2016-07-10 |
delete person Robin Dorr |
2016-07-10 |
update person_title Brian Aukes: Chief Operations Officer; Chief Compliance Officer => President |
2016-07-10 |
update person_title John Kunkel: Director of Compliance => Chief Compliance Officer |
2015-09-30 |
delete person Marilyn Behr |
2015-09-30 |
update person_title John Kunkel: Assistant Director, Compliance => Director of Compliance |
2015-09-30 |
update person_title Scott Wessling: Licensing Specialist and Trainer => Licensing and Transition Coordinator |
2015-03-13 |
delete person Kyle Pieper |
2015-02-03 |
insert person Thomas Breitbach |
2014-12-30 |
delete person Sarah Dols |