| Date | Description |
|---|
| 2024-04-05 |
insert cfo Chad Stevens |
| 2024-04-05 |
delete person Erik Anderson |
| 2024-04-05 |
delete person Jason Johnson |
| 2024-04-05 |
delete person Lorin Chun |
| 2024-04-05 |
delete person Mark Pitchford |
| 2024-04-05 |
delete person Tom Niver |
| 2024-04-05 |
insert person Aaron Perez Rivera |
| 2024-04-05 |
insert person Brandon Thurgood |
| 2024-04-05 |
insert person Brent Bunn |
| 2024-04-05 |
insert person Chad Stevens |
| 2024-04-05 |
insert person Keith Brand |
| 2024-04-05 |
insert person Kyrie Greathouse |
| 2024-04-05 |
insert person Lynn Berlenbach |
| 2024-04-05 |
insert person Russell Whitehead |
| 2024-04-05 |
update person_title Ashley Robinson: Financial Advisor - Federal Benefits Made Simple => Private Wealth Manager - Federal Benefits Made Simple |
| 2024-04-05 |
update person_title Dan Werts: PRIVATE WEALTH MANAGER => Private Wealth Manager - Federal Benefits Made Simple |
| 2024-04-05 |
update person_title Evan Cutler: Private Wealth Manager - Regional Vice President => Regional Vice President - Private Wealth Manager |
| 2023-01-23 |
delete coo John Urosevich |
| 2023-01-23 |
delete otherexecutives Scott Fangman |
| 2023-01-23 |
delete person Scott Fangman |
| 2023-01-23 |
delete person Troy Vigil |
| 2023-01-23 |
insert person Claudia Moreno |
| 2023-01-23 |
insert person Emily Arnold |
| 2023-01-23 |
insert person Jake Yong |
| 2023-01-23 |
update person_title Evan Cutler: Financial Professional => Private Wealth Manager - Regional Vice President |
| 2023-01-23 |
update person_title John Urosevich: CHIEF OPERATIONS OFFICER => CHIEF OPERATIONS OFFICER - CHIEF COMPLIANCE OFFICER |
| 2022-08-01 |
insert person Ashley Robinson |
| 2022-08-01 |
insert person Connor Ryan |
| 2022-08-01 |
insert person Evan Cutler |
| 2022-08-01 |
insert person Jason Johnson |
| 2022-08-01 |
insert person John Ingraham |
| 2022-08-01 |
insert person Troy Vigil |
| 2022-08-01 |
update person_title Mark Pitchford: Board Consultant => Chief Data Officer for E.a. Buck Financial Services; Chief Data Officer |
| 2022-05-03 |
delete otherexecutives Jeremy Rafferty |
| 2022-05-03 |
delete person David Selden |
| 2022-05-03 |
delete person Rebecca Hettinger |
| 2022-05-03 |
insert person Erik Anderson |
| 2022-05-03 |
update person_title Jeremy Rafferty: Chief Revenue Officer => Vice President of Federal Benefits Made Simple |
| 2022-02-13 |
delete chiefstrategyofficer Mark Pitchford |
| 2022-02-13 |
insert otherexecutives Scott Fangman |
| 2022-02-13 |
delete person George Purdy |
| 2022-02-13 |
delete person John Kinsaku Larry |
| 2022-02-13 |
delete person Nicole Madosik |
| 2022-02-13 |
insert person Dan Werts |
| 2022-02-13 |
insert person Scott Fangman |
| 2022-02-13 |
update person_description Katie Buck => Katie Buck |
| 2022-02-13 |
update person_title Mark Pitchford: Interim Chief Strategy Officer for E.a. Buck Financial Services; Chief Strategy Officer => Board Consultant |
| 2021-09-29 |
delete coo Mike Cottet |
| 2021-09-29 |
insert chiefstrategyofficer Mike Cottet |
| 2021-09-29 |
insert coo John Urosevich |
| 2021-09-29 |
delete person Rocco Palumbo |
| 2021-09-29 |
insert person John Urosevich |
| 2021-09-29 |
update person_title Mike Cottet: Chief Operations Officer => Chief Strategy Officer for E.a. Buck Financial Services; Chief Strategy Officer |
| 2021-08-07 |
delete otherexecutives Derek Woods |
| 2021-08-07 |
delete person Alex Johnson |
| 2021-08-07 |
delete person Derek Woods |
| 2021-08-07 |
insert person David Selden |
| 2021-02-03 |
delete founder Ed Buck |
| 2021-02-03 |
insert otherexecutives Derek Woods |
| 2021-02-03 |
insert otherexecutives Jeremy Raffery |
| 2021-02-03 |
delete person Chad Kurosawa |
| 2021-02-03 |
delete person Ed Buck |
| 2021-02-03 |
delete person Jeremy Shaffer |
| 2021-02-03 |
delete person Justin Hodges |
| 2021-02-03 |
insert person Alex Johnson |
| 2021-02-03 |
insert person Derek Woods |
| 2021-02-03 |
insert person Jeremy Raffery |
| 2021-02-03 |
insert person John Kinsaku Larry |
| 2021-02-03 |
insert person Rebecca Hettinger |
| 2021-02-03 |
insert person Rocco Palumbo |
| 2021-02-03 |
insert person Tom Niver |
| 2021-02-03 |
update person_title Alvin Abe: Private Wealth Manager - Honolulu => Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Brandi Kamano: Private Wealth Manager - Honolulu => Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Corrinna Paxton: Private Wealth Manager - Kahului => Private Wealth Manager - Kahului, HI |
| 2021-02-03 |
update person_title George Purdy: Private Wealth Manager; Agent at Large => Private Wealth Manager - Kona, HI |
| 2021-02-03 |
update person_title Jeff Buck: CIO, Private Wealth Manager => CIO, Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Katie Buck: CEO, Private Wealth Manager => CEO, Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Lorin Chun: Private Wealth Manager - Honolulu => Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Rachelle Davis: Private Wealth Manager - Honolulu => Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Scott Tusa: Private Wealth Manager - Honolulu => Partner, Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Sean Hite: Private Wealth Manager - Honolulu => Private Wealth Manager - Honolulu, HI |
| 2021-02-03 |
update person_title Wade Abreu: Financial Professional - Honolulu => Financial Professional - Honolulu, HI |
| 2020-05-18 |
delete person Jason Loke |
| 2020-05-18 |
delete person Rob Anderson |
| 2020-05-18 |
insert person George Purdy |
| 2020-05-18 |
insert person Lorin Chun |
| 2020-02-18 |
update person_title Jeff Buck: Chief Investment OfficerPrivate Wealth Manager => CIO and Private Wealth Manager |
| 2020-02-18 |
update person_title Katie Buck: Chief Executive OfficerPrivate Wealth Manager => CEO and Private Wealth Manager |
| 2020-01-14 |
insert person Jeff Buck |
| 2020-01-14 |
insert person Jeremy Shaffer |
| 2020-01-14 |
insert person Justin Hodges |
| 2020-01-14 |
insert person Katie Buck |
| 2019-12-13 |
delete ceo Katie Buck |
| 2019-12-13 |
delete chiefinvestmentofficer Jeff Buck |
| 2019-12-13 |
delete person Jeff Buck |
| 2019-12-13 |
delete person Justin Hodges |
| 2019-12-13 |
delete person Katie Buck |
| 2019-12-13 |
delete person Lorin Chun |
| 2019-12-13 |
insert person Corrinna Paxton |
| 2019-12-13 |
update person_title Wade Abreu: Private Wealth Manager - Honolulu => Financial Professional - Honolulu |
| 2019-05-13 |
insert person Brandi-Ayn Kamano |
| 2019-05-13 |
insert person Chad Kurosawa |
| 2019-05-13 |
insert person Justin Hodges |
| 2019-05-13 |
insert person Rachelle Davis |
| 2017-08-14 |
delete president Jeff Buck |
| 2017-08-14 |
delete person Dustin McDonald |
| 2017-08-14 |
update person_title Jeff Buck: President; President of the E.a. Buck Family of Companies => CIO / Wealth Manager; CIO of the E.a. Buck Family of Companies |
| 2017-08-14 |
update person_title katie Buck: Wealth Manager, COO; Wealth Manager => CEO / Wealth Manager |
| 2017-01-19 |
delete person Amy Timas |
| 2016-10-17 |
delete person Jeff Powell |
| 2016-10-17 |
update person_title Alvin Abe: the E.a. Buck Family of Companies in 1987 As a Wealth Manager; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => the E.a. Buck Family of Companies in 1987 As a Wealth Manager; Wealth Manager |
| 2016-10-17 |
update person_title Amy Timas: Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ); Wealth Manager and CERTIFIED FINANCIAL PLANNER => Wealth Manager; Wealth Manager and CERTIFIED FINANCIAL PLANNER |
| 2016-10-17 |
update person_title Dustin McDonald: Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager |
| 2016-10-17 |
update person_title Ed Buck: Founder; President; Founder Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => Founder - Wealth Manager; Founder; President |
| 2016-10-17 |
update person_title Jeff Buck: President Accredited Investment Fiduciary® ( AIF® ); President => President; President of the E.a. Buck Family of Companies |
| 2016-10-17 |
update person_title Lorin Chun: Wealth Manager; Wealth Manager at the E.a. Buck Family of Companies; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => Wealth Manager; Wealth Manager at the E.a. Buck Family of Companies |
| 2016-10-17 |
update person_title Scott Tusa: Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager |
| 2016-10-17 |
update person_title Sean Hite: Wealth Manager; Wealth Manager at E.a. Buck Company; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) => Wealth Manager; Wealth Manager at E.a. Buck Company |
| 2016-10-17 |
update person_title katie Buck: Wealth Manager => Wealth Manager, COO; Wealth Manager |
| 2016-06-20 |
update person_title Alvin Abe: the E.a. Buck Family of Companies in 1987 As a Wealth Manager; Wealth Manager => the E.a. Buck Family of Companies in 1987 As a Wealth Manager; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Amy Timas: Wealth Manager; Wealth Manager and CERTIFIED FINANCIAL PLANNER => Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ); Wealth Manager and CERTIFIED FINANCIAL PLANNER |
| 2016-06-20 |
update person_title Dustin McDonald: Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager => Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Ed Buck: Founder - Wealth Manager; Founder; President => Founder; President; Founder Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Jeff Buck: President => President Accredited Investment Fiduciary® ( AIF® ); President |
| 2016-06-20 |
update person_title Jeff Powell: Wealth Manager => Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Katie Buck: Wealth Manager, COO; Wealth Manager => Wealth Manager |
| 2016-06-20 |
update person_title Lorin Chun: Wealth Manager; Wealth Manager at the E.a. Buck Family of Companies => Wealth Manager; Wealth Manager at the E.a. Buck Family of Companies; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Scott Tusa: Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager => Wealth Manager With the E.a. Buck Family of Companies; Wealth Manager; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-06-20 |
update person_title Sean Hite: Wealth Manager; Wealth Manager at E.a. Buck Company => Wealth Manager; Wealth Manager at E.a. Buck Company; Wealth Manager Accredited Investment Fiduciary® ( AIF® ) |
| 2016-02-18 |
delete vp Jeff Buck |
| 2016-02-18 |
insert president Jeff Buck |
| 2016-02-18 |
delete person Francis Phillips |
| 2016-02-18 |
insert person Dustin McDonald |
| 2016-02-18 |
update person_title Jeff Buck: Vice - President; Wealth Manager => President |
| 2015-07-26 |
update person_title Sean Hite: Staff Member => Wealth Manager; Wealth Manager at E.a. Buck Company |
| 2013-08-20 |
delete founder Ed Buck |
| 2013-08-20 |
update person_description Ed Buck => Ed Buck |
| 2013-08-20 |
update person_title Ed Buck: Founder => Founder - Wealth Manager |