JMB FINANCIAL SERVICES GROUP - History of Changes


DateDescription
2024-03-18 delete person Sarah Hunt
2023-10-02 delete person Amy C. Asewe
2023-10-02 insert person Andree Mohr
2023-10-02 insert person Ann L. Swartz
2023-10-02 insert person Gregory Freeman
2023-10-02 insert person John C. Pastore
2023-10-02 insert person John G. Cataldo
2023-10-02 insert person Richard E. Austin
2023-10-02 insert person Sarah Hunt
2023-10-02 insert person Stephen Kolano
2023-10-02 insert person William Beaudoin
2022-08-12 update person_title Alison Mush: Client Relations Specialist => null
2022-02-14 insert person Megan A. Gossard
2022-02-14 update person_description Amy C. Asewe => Amy C. Asewe
2022-02-14 update person_description Sherry West => Sherry West
2022-02-14 update person_title Amy C. Asewe: Client Service Manager => Director of Financial and Retirement Planning
2022-02-14 update person_title Sherry West: Client Service Associate => Operations Manager
2020-05-13 update person_description Alison Mush => Alison Mush
2020-05-13 update person_title Alison Mush: Client Service Associate => Client Relations Specialist
2017-10-08 delete person Diane Norman
2017-10-08 insert person Sherry West
2016-09-15 insert person Alison Mush
2016-09-15 update person_description Amy C. Asewe => Amy C. Asewe
2016-09-15 update person_description Cassondra Barron => Cassondra Barron
2016-09-15 update person_title Amy C. Asewe: Client Service Associate => Client Service Manager
2015-05-12 delete person Gerard M. Howard
2015-05-12 delete person William C. Adgate
2014-07-06 delete personal_emails th..@lpl.com
2014-07-06 delete person Thomas M. Collins
2014-07-06 insert person Gerard M. Howard
2013-05-08 delete person Nancy Marsala
2013-05-08 insert person Diane Norman