| Date | Description |
|---|
| 2022-12-01 |
delete person Michael Baptista |
| 2022-12-01 |
insert person Neel Patel |
| 2022-12-01 |
insert person Peter Restivo |
| 2022-12-01 |
insert person Thomas Castrovinci |
| 2022-12-01 |
update person_description Mr. Andrew Sanborn => Mr. Andrew Sanborn |
| 2022-12-01 |
update person_description Mr. Carl Kravitz => Mr. Carl Kravitz |
| 2022-12-01 |
update person_description Mr. Chris Vargas => Mr. Chris Vargas |
| 2022-12-01 |
update person_description Mr. Salvatore DiLeo => Mr. Salvatore DiLeo |
| 2022-12-01 |
update person_description Ms. Gloria Wagner => Ms. Gloria Wagner |
| 2022-12-01 |
update person_title Jennifer Morgan: Agency Marketing Coordinator => New Business Coordinator |
| 2022-12-01 |
update person_title Mr. Salvatore DiLeo: Financial Advisor => Financial Planner, Registered Representative |
| 2022-08-19 |
delete managingdirector Michael Cody |
| 2022-08-19 |
delete person Michael Cody |
| 2022-08-19 |
delete person Victoria Ramakrishnan |
| 2022-07-20 |
delete person Joseph Napoli |
| 2022-07-20 |
delete person Peter Madden |
| 2022-07-20 |
insert person Victoria Ramakrishnan |
| 2022-06-02 |
delete person Liam Teller |
| 2022-06-02 |
insert person Peter Bisulca |
| 2022-06-02 |
update person_title Joseph Napoli: Financial Services Professional => Financial Advisor |
| 2022-06-02 |
update person_title Mr. Eric Lipton: Financial Services Representative => Financial Advisor |
| 2022-06-02 |
update person_title Mr. Eric Wolfe: Financial Services Representative => Financial Advisor |
| 2022-06-02 |
update person_title Mr. Jacob Kantor: Financial Services Professional => Financial Advisor |
| 2022-06-02 |
update person_title Mr. Joseph Julian: Financial Services Professional => Financial Advisor |
| 2022-06-02 |
update person_title Ms. Jordana Barnett: Financial Services Professional => Financial Advisor |
| 2022-06-02 |
update person_title Nicholas Giorno: Financial Services Representative => Financial Advisor |
| 2022-06-02 |
update person_title Thomas Kolakowski: Financial Services Representative => Financial Advisor |
| 2022-06-02 |
update person_title William Telford: Financial Professional => Financial Advisor |