| Date | Description |
|---|
| 2024-03-09 |
insert person Will Justice |
| 2023-08-11 |
delete person Nathan Schnurr |
| 2023-08-11 |
insert person Dana Klausler |
| 2023-08-11 |
insert person Justin Sabido |
| 2023-03-20 |
update person_description Dillon Harper => Dillon Harper |
| 2023-03-20 |
update person_title Dillon Harper: Paraplanner => Wealth Advisor |
| 2022-12-25 |
insert person Nathan Schnurr |
| 2022-12-25 |
update person_description Alexander M. Roig => Alexander M. Roig |
| 2022-12-25 |
update person_description David E. Smyth => David E. Smyth |
| 2022-12-25 |
update person_title Alexander M. Roig: Senior Partner => Senior Partner and Wealth Advisor of Family Financial Partners, Inc; Senior Partner |
| 2022-12-25 |
update person_title David E. Smyth: Senior Partner => Senior Partner and Wealth Advisor of Family Financial Partners, Inc; Senior Partner |
| 2022-11-22 |
delete person TJ Atwell |
| 2022-09-28 |
delete person Christopher Hellmann |
| 2022-09-28 |
delete person Nayeliz Maldonado |
| 2022-09-28 |
update person_title Jacob Buckley: Paraplanner => Wealth Advisor |
| 2022-05-19 |
delete person Gigi Bennett |
| 2022-05-19 |
delete person Morgan Almeida |
| 2022-05-19 |
insert person Nayeliz Maldonado |
| 2022-05-19 |
update person_title Ryan Petrunyak: Wealth Advisor => Paraplanner |
| 2021-12-15 |
insert person Christopher Hellmann |
| 2021-12-15 |
insert person Dillon Harper |
| 2021-12-15 |
insert person Gigi Bennett |
| 2021-12-15 |
insert person Jacob Buckley |
| 2021-12-15 |
update person_title Ryan Petrunyak: Paraplanner => Wealth Advisor |
| 2021-09-23 |
delete person Carter Hench |
| 2021-09-23 |
delete person Dann Newfont |
| 2021-09-23 |
update person_title TJ Atwell: Operations Associate => Paraplanner / Operations Associate |
| 2021-08-23 |
insert person Morgan Almeida |
| 2021-08-23 |
insert person Ryan Fitch |
| 2021-07-22 |
delete person Katie Gruver |
| 2021-07-22 |
insert person Dann Newfont |
| 2021-05-20 |
delete person Alex McClarty |
| 2021-04-04 |
update person_description TJ Atwell => TJ Atwell |
| 2021-04-04 |
update person_title Greg Wright: Director of Operations; Is Director of Operations at Family Financial Partners, Inc. - a Financial Services Firm => Director of Operations; Greg Wright Is Director of Operations at Family Financial Partners, Inc. - a Financial Services Firm in Lexington, Kentucky |
| 2020-06-15 |
update person_description TJ Atwell => TJ Atwell |
| 2020-05-15 |
delete person Annelise Meador |
| 2020-05-15 |
insert person Brianna Gill |
| 2020-05-15 |
insert person TJ Atwell |
| 2019-04-09 |
delete person Brandon Schleter |
| 2019-03-03 |
insert person Katie Gruver |
| 2018-12-25 |
delete person Matthew Roth |
| 2018-07-16 |
delete person Emily Pollock |
| 2018-07-16 |
update person_title Matthew Roth: Investment Representative; Member of the Family Financial Partners Team => Wealth Advisor; Member of the Family Financial Partners Team |
| 2018-02-22 |
delete person Kathy Hunter |
| 2018-02-22 |
insert person Emily Pollock |
| 2018-02-22 |
insert person Matthew Roth |
| 2017-11-08 |
insert person Kathy Hunter |
| 2017-06-30 |
insert person Jeff Garstka |
| 2017-06-30 |
update person_description David E. Smyth => David E. Smyth |
| 2017-01-27 |
delete person Cameron Webster |
| 2017-01-27 |
delete person Darby Harrison |
| 2016-10-30 |
insert person Cameron Webster |
| 2016-10-30 |
insert person Kyrk Davis |
| 2016-09-03 |
delete person John Schmidt |
| 2016-01-20 |
insert coo Greg M. Wright |
| 2016-01-20 |
insert otherexecutives Rebekah (Becky) Sellers |
| 2016-01-20 |
insert person Colin Wheeler |
| 2016-01-20 |
insert person Darby Harrison |
| 2016-01-20 |
update person_title Greg M. Wright: Operations Manager => Director of Operations; Is Director of Operations at Family Financial Partners, Inc. - a Financial Services Firm |
| 2016-01-20 |
update person_title Rebekah (Becky) Sellers: Marketing Coordinator => Is Director of Marketing & Communications at Family Financial Partners, Inc. - a Financial Services Firm; Director of Marketing & Communications |
| 2015-09-21 |
insert person John Schmidt |
| 2015-07-27 |
insert person Brandon Schleter |
| 2015-05-21 |
update person_description Greg M. Wright => Greg M. Wright |
| 2015-04-18 |
update person_description David E. Smyth => David E. Smyth |
| 2015-04-18 |
update person_description Greg M. Wright => Greg M. Wright |
| 2015-02-15 |
update person_description Brett W. Meers => Brett W. Meers |
| 2015-02-15 |
update person_title Brett W. Meers: Associate; Operations Associate => Associate; Planning Associate |
| 2015-01-15 |
update person_title Alexander M. Roig: Partner => Senior Partner |
| 2014-11-06 |
delete personal_emails gr..@familyfinancialpartners.com |
| 2014-11-06 |
insert person Rebekah (Becky) Sellers |
| 2014-11-06 |
insert person Taylor Blevins |