| Date | Description |
|---|
| 2023-03-30 |
update person_description Jordan Cohen => Jordan Cohen |
| 2023-02-26 |
update person_title Jordan Cohen: Associate and Financial Planner; Financial Advisor => Financial Planner; Financial Advisor |
| 2022-10-22 |
insert person Jordan Cohen |
| 2021-09-21 |
insert svp Jacob Miller |
| 2021-09-21 |
insert person Jeffrey Feinstein |
| 2021-09-21 |
update person_title Jacob Miller: WEALTH ADVISOR => SENIOR VICE PRESIDENT; Wealth Advisor |
| 2017-12-18 |
update person_description Nancy Curtin => Nancy Curtin |
| 2017-10-12 |
update person_description Paul Tramontozzi => Paul Tramontozzi |
| 2017-08-31 |
insert person Alessandra Grassi |
| 2017-05-04 |
update person_title Paul Tramontozzi: Investment Advisor; Wealth Advisor; Representative => Investment Advisor; Representative |
| 2015-06-18 |
insert person Paul Tramontozzi |
| 2013-09-24 |
delete person Richard L. Davidman |
| 2013-07-14 |
delete person Gian-Paul Caccia |
| 2013-05-26 |
insert person Gian-Paul Caccia |
| 2013-04-09 |
update person_description Michael Kessler |
| 2013-04-09 |
update person_description Richard Kass |
| 2013-04-09 |
update person_title Michael Kessler |
| 2013-02-26 |
update person_description Alan Brachfeld |
| 2013-02-26 |
update person_description Nancy Curtin |
| 2013-02-26 |
update person_title Alan Brachfeld |