| Date | Description |
|---|---|
| 2021-01-30 | delete person Andrea Doren |
| 2019-07-07 | delete person Nancy Patten |
| 2016-10-11 | delete person Lois Morales |
| 2016-10-11 | insert person Kristen Lord |
| 2016-10-11 | insert person Nancy Patten |
| 2016-10-11 | update person_title Andrea Doren: Partner => Enrolled Agent |
| 2016-10-11 | update person_title Bill Burton: Partner => CFP |
| 2016-01-29 | delete person Anne Slaney |
| 2016-01-29 | insert person Lois Morales |