| Date | Description |
|---|
| 2024-03-31 |
delete person David A. Gray |
| 2024-03-31 |
delete person Gene Stice |
| 2024-03-31 |
delete person Jorge Pelaez |
| 2024-03-31 |
delete person Mitchell Gray |
| 2024-03-31 |
insert person Audrey Par |
| 2024-03-31 |
insert person Denise Logan |
| 2024-03-31 |
insert person Ken Leith |
| 2024-03-31 |
insert person Rob Kaehler |
| 2023-08-09 |
delete vp John C. Baer |
| 2023-08-09 |
delete person Jack Davis |
| 2023-08-09 |
delete person John C. Baer |
| 2023-08-09 |
insert person Scott Mann |
| 2023-07-07 |
insert vp Brenda Moyer |
| 2023-07-07 |
insert vp Michael Reynolds |
| 2023-07-07 |
insert vp Patrick Stewart |
| 2023-07-07 |
delete person Floyd Lankford, III |
| 2023-07-07 |
insert person Alex Klopfenstein |
| 2023-07-07 |
insert person Brenda Moyer |
| 2023-07-07 |
insert person Duke Surber |
| 2023-07-07 |
insert person Gene Stice |
| 2023-07-07 |
insert person Michael Reynolds |
| 2023-07-07 |
insert person Patrick Stewart |
| 2022-09-12 |
delete cco Richard Briggs |
| 2022-09-12 |
delete person Dori Higdon |
| 2022-09-12 |
delete person Gus Morrison |
| 2022-09-12 |
delete person Jaden Medina |
| 2022-09-12 |
delete person Michele Pasquale |
| 2022-09-12 |
delete person Richard Briggs |
| 2022-09-12 |
delete person Sandra Harper |
| 2022-03-12 |
update person_title John Crain: Vice President, Registered Representative and Investment Advisor Representative / Baltimore => Senior Vice President, Registered Representative and Investment Advisor Representative / Baltimore |
| 2021-07-18 |
insert person Dawn Weber |
| 2021-07-18 |
insert person Jack Davis |
| 2021-07-18 |
insert person Jaden Medina |
| 2021-07-18 |
insert person John Crain |
| 2021-07-18 |
insert person Mitchell Gray |
| 2021-02-01 |
insert vp William J. Pearce |
| 2021-02-01 |
insert person William J. Pearce |
| 2020-10-14 |
delete person Sheila Beck |
| 2020-08-01 |
delete person Joe Paul |
| 2020-04-28 |
delete vp Diane Buchanan |
| 2020-04-28 |
delete person Diane Buchanan |
| 2020-04-28 |
delete person Sharon Zogby |
| 2020-02-27 |
delete person Julia S. Gray |
| 2019-05-25 |
delete person Sr. CSR Chapin Davis |
| 2019-05-25 |
insert person Joe Paul |
| 2019-05-25 |
update person_title Michael A. Galantino: President - Capital Markets & Investment Banking => President Capital Markets / Bala Cynwyd, PA. |
| 2019-03-15 |
insert person Jorge Pelaez |
| 2019-03-15 |
insert person Michael A. Galantino |
| 2018-08-05 |
insert cco Richard Briggs |
| 2018-08-05 |
delete person Charles Besche |
| 2018-08-05 |
delete person Tim Hurtt |
| 2018-08-05 |
insert person Richard Briggs |
| 2017-10-24 |
delete person James P. McManus III |
| 2017-09-14 |
delete person Donna Nguyen |
| 2017-09-14 |
delete person Scott Kelly |
| 2017-07-28 |
insert person James P. McManus III |
| 2017-06-25 |
delete president James P. McManus III |
| 2017-06-25 |
delete person James P. McManus III |
| 2017-03-07 |
delete person Lisa Friedrich |
| 2017-03-07 |
delete person Mark Friedrich |
| 2017-03-07 |
insert person Donna Nguyen |
| 2017-01-18 |
delete person Katie Gibbs |
| 2017-01-18 |
delete person Rusty Denner |
| 2017-01-18 |
insert person Floyd Lankford, III |
| 2017-01-18 |
insert person Julia S. Gray |
| 2016-10-22 |
delete person Clarence Grant |
| 2016-10-22 |
delete person R. Bruce Alderman |
| 2016-10-22 |
update person_title Alex Frisch: Vice President - Investment Advisor Representative => Senior Vice President - Investment Advisor Representative |
| 2016-10-22 |
update person_title Carl Williams: Vice President - Investment Advisor Representative => Senior Vice President - Investment Advisor Representative |
| 2016-10-22 |
update person_title Craig Diamond: Vice President - Investment Advisor Representative => Senior Vice President - Investment Advisor Representative |
| 2016-10-22 |
update person_title Elisabeth Albert Hayes: Senior Vice President, Investments / Chairman of the Board; Chairman of the Board => Senior Vice President - Investment Advisor Representative / Chairman of the Board; Chairman of the Board |
| 2016-10-22 |
update person_title Tim Hurtt: Vice President - Investment Advisor Representative => Senior Vice President - Investment Advisor Representative |
| 2016-07-23 |
insert person Sammy Barsa |
| 2016-07-23 |
update person_title Elisabeth Albert Hayes: Chairman of the Board / Vice President - Investment Advisor Representative; Chairman of the Board => Senior Vice President, Investments / Chairman of the Board; Chairman of the Board |
| 2016-06-10 |
delete person Charles Laubach |
| 2016-06-10 |
delete person Christopher Snowling |
| 2016-06-10 |
update person_title Alex Frisch: Senior Vice President, Investments => Vice President - Investment Advisor Representative |
| 2016-06-10 |
update person_title Carl Williams: Senior Vice President, Investments => Vice President - Investment Advisor Representative |
| 2016-06-10 |
update person_title Craig Diamond: Senior Vice President, Investments => Vice President - Investment Advisor Representative |
| 2016-06-10 |
update person_title Elisabeth Albert Hayes: Chairman of the Board / Senior Vice President, Investments; Chairman of the Board => Chairman of the Board / Vice President - Investment Advisor Representative; Chairman of the Board |
| 2016-06-10 |
update person_title George Grewe: Vice President, Investments => Vice President - Investment Advisor Representative |
| 2016-06-10 |
update person_title Jay Smith: Vice President, Investments => Vice President - Investment Advisor Representative |
| 2016-06-10 |
update person_title Jeffrey Goldman: Vice President, Investments => Vice President - Investment Advisor Representative |
| 2016-06-10 |
update person_title Mark Swensen: Vice President, Investments => Vice President - Investment Advisor Representative |
| 2016-06-10 |
update person_title Steve Kurzweil: Vice President, Investments => Vice President - Investment Advisor Representative |
| 2016-06-10 |
update person_title Thomas Jester: Senior Vice President, Investments => Vice President - Investment Advisor Representative |
| 2016-06-10 |
update person_title Tim Hurtt: Senior Vice President, Investments => Vice President - Investment Advisor Representative |
| 2016-03-27 |
insert chairman Elisabeth Albert Hayes |
| 2016-03-27 |
update person_title Elisabeth Albert Hayes: Interim Chairman of the Board / Senior Vice President, Investments => Chairman of the Board / Senior Vice President, Investments; Chairman of the Board |
| 2016-02-04 |
delete person Alexander Brown |
| 2016-02-04 |
delete person Ashley Hardy |
| 2016-02-04 |
delete person George Crewe |
| 2016-02-04 |
delete person Kevin Jedlicka |
| 2016-02-04 |
insert person George Grewe |
| 2016-02-04 |
insert person James P. McManus III |
| 2016-02-04 |
insert person Katie Gibbs |
| 2016-02-04 |
insert person Sr. CSR Chapin Davis |
| 2016-02-04 |
update person_title Elisabeth Albert Hayes: Senior Vice President, Investments => Interim Chairman of the Board / Senior Vice President, Investments |
| 2016-02-04 |
update person_title Mark Friedrich: President, Chapin Davis Insurance => Midwest Regional President |
| 2015-09-18 |
delete person Conrad Whitescarver |
| 2015-05-01 |
insert person Ashley Hardy |
| 2015-05-01 |
insert person Charles Laubach |
| 2015-05-01 |
insert person David A. Gray |
| 2015-01-03 |
delete person Todd D. Clay |
| 2014-09-27 |
insert person Michele Pasquale |
| 2014-08-19 |
insert person Dawn G. Wiley |
| 2014-08-19 |
insert person Rhonda Greenfield |
| 2014-08-19 |
insert person Steve Matlack |
| 2014-06-03 |
delete person David Goldman |
| 2014-06-03 |
update person_title Thomas Thibeault, Sr.: Vice President, Investments => Board of Directors / Vice President, Investments |
| 2014-03-03 |
insert person Todd D. Clay |
| 2013-11-09 |
update person_title Thomas A. Brubaker: Vice President, Investments => Senior Vice President, Investments |
| 2013-10-12 |
delete vp Tom Brubaker |
| 2013-10-12 |
update person_title Tom Brubaker: Vice President => Vice President, Investments |
| 2013-08-15 |
delete person Kevin Jedlicka |
| 2013-08-15 |
update person_title Claudette Boudreaux: Board of Directors / Vice President, Investments => Vice President, Investments |
| 2013-08-15 |
update person_title Elisabeth Albert Hayes: Board of Directors / Senior Vice President, Investments => Senior Vice President, Investments |
| 2013-08-15 |
update person_title William Whitescarver: Board of Directors / Vice President Investments => Vice President Investments |
| 2013-07-05 |
delete person Donna Levin |
| 2013-07-05 |
delete person Jeffrey Plesser |
| 2013-07-05 |
delete person Michael Dougherty |
| 2013-05-24 |
insert otherexecutives Sheila Beck |
| 2013-05-24 |
insert vp Diane Buchanan |
| 2013-05-24 |
insert vp Tom Brubaker |
| 2013-05-24 |
delete person George Smith |
| 2013-05-24 |
insert person Carl Williams |
| 2013-05-24 |
insert person Diane Buchanan |
| 2013-05-24 |
insert person Sheila Beck |
| 2013-05-24 |
insert person Thomas Jester |
| 2013-05-24 |
insert person Tom Brubaker |
| 2013-05-24 |
update person_title Claudette Boudreaux: Vice President, Investments => Board of Directors / Vice President, Investments |