| Date | Description |
|---|
| 2023-10-06 |
insert address 16151 Scientific Way
Irvine, CA 92618 |
| 2023-10-06 |
insert phone 949.502.4892 |
| 2023-10-06 |
update person_description Kira E. Ferguson => Kira E. Ferguson |
| 2023-10-06 |
update person_description Michael A. Manning => Michael A. Manning |
| 2023-10-06 |
update person_title Kira E. Ferguson: Financial Planning Intern => Paraplanner |
| 2023-08-01 |
insert person Camellia E. Perez-Hunter |
| 2023-08-01 |
insert person Cammy Hunter |
| 2023-08-01 |
insert person Robert L. Adamson III |
| 2023-08-01 |
insert person Roger D. Groves |
| 2023-05-27 |
insert person Jennifer P. Steffanic |
| 2023-05-27 |
update person_description Elizabeth G. Steffanic => Elizabeth G. Steffanic |
| 2023-03-08 |
delete person Brittany L. Worley |
| 2023-01-03 |
insert phone 844.650.4015 |
| 2022-12-01 |
update person_title Walter D'Souza AIF: Financial Advisor => Financial Advisor; Director of Retirement Plans |
| 2022-10-31 |
delete person Melissa C. Marin |
| 2022-10-31 |
delete person Sophie Rogers |
| 2022-10-31 |
insert person Denise B. Pomplun |
| 2022-09-29 |
delete person Myles Manning |
| 2022-09-29 |
update person_title Reanna C. Guerrero: Client Service Associate => Member of the Operations Team; Senior Client Service Associate |
| 2022-08-25 |
delete person Meredith L. Ganz |
| 2022-08-25 |
insert person Myles Manning |
| 2022-08-25 |
insert person Sophie Rogers |
| 2022-08-25 |
insert person Walter D'Souza |
| 2022-08-25 |
update person_title Elizabeth G. Steffanic: Administrative Assistant => Office and Marketing Coordinator |
| 2022-07-26 |
delete person Myles R. Manning |