| Date | Description |
|---|
| 2023-08-10 |
insert person Elijah J. Workman |
| 2023-08-10 |
insert person Sarah K. Huster |
| 2023-07-07 |
delete person Alyssa A. Potter |
| 2023-07-07 |
delete person Clare C. Lang |
| 2023-07-07 |
delete person Natalie C. Schuler |
| 2023-07-07 |
insert person Clare C. Adams |
| 2023-07-07 |
update person_description David L. Harris => David L. Harris |
| 2023-06-04 |
insert person Andrew M. Smith |
| 2023-06-04 |
insert person Lori L. Branam |
| 2023-06-04 |
update person_description Matthew L. Rose => Matthew L. Rose |
| 2023-06-04 |
update person_title Clare C. Lang: Retirement Plan Consultant => Senior Retirement Plan Consultant; Retirement Plan Consultant |
| 2023-06-04 |
update person_title Matthew L. Rose: Financial Advisor => Financial Advisor / Retirement Plan Consultant |
| 2023-04-21 |
delete person Jacob B. Hensley |
| 2023-04-21 |
delete person Kellie Wheatley |
| 2023-04-21 |
delete person Teresa S. Carl |
| 2023-04-21 |
delete person Terri Carl |
| 2023-04-21 |
insert person James B. Stilz Jr. |
| 2023-04-21 |
insert person Jeret J. Farmer |
| 2023-04-21 |
insert person Matthew K. Poulos |
| 2023-04-21 |
insert person Stewart A. Smith |
| 2023-04-21 |
update person_description Lacy S. Gardner => Lacy S. Gardner |
| 2023-04-21 |
update person_description Mardie H. Murray => Mardie H. Murray |
| 2023-04-21 |
update person_title Lacy S. Gardner: Marketing Specialist at MCF; Marketing Specialist => Associate; Client Associate |
| 2023-04-21 |
update person_title Mardie H. Murray: Client Associate => Manager of Wealth Management Services |
| 2022-12-16 |
update person_description Hunter B. Nighbert => Hunter B. Nighbert |
| 2022-12-16 |
update person_title Hunter B. Nighbert: Financial Advisor; Consultant With MCF => Financial Advisor & Retirement Planning Specialist; Financial Advisor; Investment Advisor; Representative |
| 2022-10-14 |
insert person Harrison M. Dean |
| 2022-09-12 |
delete person Jordan N. Caudell |
| 2022-09-12 |
insert person Jennifer Willis |
| 2022-09-12 |
insert person Kellie Wheatley |
| 2022-09-12 |
update person_description Clare C. Lang => Clare C. Lang |
| 2022-09-12 |
update person_title Clare C. Lang: Retirement Plan Administrator => Retirement Plan Consultant |
| 2022-07-13 |
insert person Alice B. Little |
| 2022-04-11 |
delete person Clare C. Cady |
| 2022-04-11 |
insert person Clare C. Lang |
| 2022-03-12 |
insert person Mardie H. Murray |
| 2022-03-12 |
insert person Matthew L. Rose |
| 2022-03-12 |
insert person Shannon F. Dalcour |
| 2022-03-12 |
update person_description Alyssa A. Potter => Alyssa A. Potter |
| 2022-03-12 |
update person_description Clare C. Cady => Clare C. Cady |
| 2022-03-12 |
update person_title Jacob B. Hensley: Financial Planner => Financial Advisor |
| 2022-03-12 |
update person_title Sean T. Lamanna: Certified Financial Planner; Financial Planner => Certified Financial Planner; Financial Advisor |
| 2021-09-19 |
delete person Mardie H. Murray |
| 2021-08-20 |
insert person Jacob B. Hensley |
| 2021-08-20 |
update person_description Timothy A. Gavin => Timothy A. Gavin |
| 2021-07-18 |
delete cco Timothy A. Gavin |
| 2021-07-18 |
delete coo Timothy A. Gavin |
| 2021-07-18 |
delete shareholder Timothy A. Gavin |
| 2021-07-18 |
delete person Sarah E. Wall |
| 2021-07-18 |
update person_description Mardie H. Murray => Mardie H. Murray |
| 2021-07-18 |
update person_description Timothy A. Gavin => Timothy A. Gavin |
| 2021-07-18 |
update person_title Timothy A. Gavin: CFP®, MBA / Director of Operations, CCO / Shareholder; Certified Financial Planner; CCO; Director of Operations; Shareholder => Financial Advisor / Director of Operations, CCO / Shareholder; Certified Financial Planner |
| 2021-06-15 |
insert person Emily A. Nelson |
| 2021-04-20 |
insert person Jordan N. Caudell |
| 2021-02-24 |
delete otherexecutives Mark McNabb |
| 2021-02-24 |
delete person Mark McNabb |
| 2021-02-24 |
update person_description Peter D. Bryans => Peter D. Bryans |
| 2021-01-22 |
delete person Amanda M. Trail |
| 2021-01-22 |
delete person Lacy A. Sisk |
| 2021-01-22 |
delete person Matthew R. Sathe |
| 2021-01-22 |
insert person Lacy S. Gardner |
| 2021-01-22 |
insert person Natalie C. Schuler |
| 2021-01-22 |
update person_description Sean T. Lamanna => Sean T. Lamanna |
| 2021-01-22 |
update person_title Sean T. Lamanna: Operations Specialist => Certified Financial Planner; Financial Planner |
| 2020-02-20 |
update person_description Matthew R. Sathe => Matthew R. Sathe |
| 2020-02-20 |
update person_description Timothy A. Gavin => Timothy A. Gavin |
| 2020-01-19 |
update person_description Amanda M. Trail => Amanda M. Trail |
| 2020-01-19 |
update person_description Kris Kellinghaus => Kris Kellinghaus |
| 2020-01-19 |
update person_description Nicholas C. Newell => Nicholas C. Newell |
| 2020-01-19 |
update person_description Stephen A. Wright => Stephen A. Wright |
| 2020-01-19 |
update person_title Nicholas C. Newell: Investment Associate; in 2017 As an Investment Associate => Investment Analyst and Trader |
| 2019-12-18 |
update person_title Peter D. Bryans: Investment Analyst => Senior Investment Analyst |
| 2019-09-17 |
delete chiefinvestmentofficer Kristopher J. Kellinghaus |
| 2019-09-17 |
delete otherexecutives Timothy A. Gavin |
| 2019-09-17 |
delete svp Kristopher J. Kellinghaus |
| 2019-09-17 |
insert cco Timothy A. Gavin |
| 2019-09-17 |
insert chairman Robert B. Sathe |
| 2019-09-17 |
insert coo Timothy A. Gavin |
| 2019-09-17 |
insert shareholder Timothy A. Gavin |
| 2019-09-17 |
update person_title Alyssa A. Potter: null => Director of Institutional Services / Shareholder |
| 2019-09-17 |
update person_title Brittany B. Manning: CFP® Vice President, Finance / Wealth Manager => Director of Wealth Management Services / Shareholder; CFP® Director of Wealth Management Services / Shareholder |
| 2019-09-17 |
update person_title Hunter B. Nighbert: Consultant With; Consultant => Consultant With; Financial Advisor |
| 2019-09-17 |
update person_title James Scott Downing: Board President for the Lexington Dream Factory; Consultant => Board President for the Lexington Dream Factory; Financial Advisor; Consultant |
| 2019-09-17 |
update person_title Kristopher J. Kellinghaus: Senior Vice President; Chief Investment Officer => Director of Investments, CIO / Shareholder |
| 2019-09-17 |
update person_title Robert B. Sathe: null => Chairman |
| 2019-09-17 |
update person_title Timothy A. Gavin: Vice President, Operations; Chief Compliance Officer => CFP®, MBA / Director of Operations, CCO / Shareholder; CCO; Director of Operations; Shareholder |
| 2019-07-18 |
delete person Anne E. Canales |
| 2019-07-18 |
insert person Mardie H. Murray |
| 2019-07-18 |
update person_description Sarah E. Wall => Sarah E. Wall |
| 2019-06-17 |
insert person Sarah E. Wall |
| 2019-03-15 |
insert person Dawn D. Gilliland |
| 2019-01-04 |
delete person Clare C. Lang |
| 2019-01-04 |
insert person Clare C. Cady |
| 2018-11-17 |
delete person Stephanie K. Grant |
| 2018-10-14 |
update person_description Anne E. Canales => Anne E. Canales |
| 2018-09-13 |
insert person Anne E. Canales |
| 2018-04-18 |
delete person Zach A. Hammond |
| 2018-03-12 |
delete vpsales Kerry L. Cookson |
| 2018-03-12 |
delete person Kerry L. Cookson |
| 2018-03-12 |
delete person Rocke D. Blair |
| 2018-03-12 |
update person_title Nancy J. Martin: Senior Client Associate => null |
| 2017-12-19 |
insert chiefinvestmentofficer Kristopher J. Kellinghaus |
| 2017-12-19 |
insert svp Kristopher J. Kellinghaus |
| 2017-12-19 |
delete person Richard J. Hain |
| 2017-12-19 |
insert person Sean T. Lamanna |
| 2017-12-19 |
update person_description Anne E. Boven => Anne E. Boven |
| 2017-12-19 |
update person_description Kerry L. Cookson => Kerry L. Cookson |
| 2017-12-19 |
update person_title Kristopher J. Kellinghaus: Vice President, Investments => Senior Vice President; Chief Investment Officer |
| 2017-11-12 |
insert otherexecutives Kerry L. Cookson |
| 2017-11-12 |
insert otherexecutives Mark McNabb |
| 2017-11-12 |
delete person Barry Saturday |
| 2017-11-12 |
delete person Crystal Y. Neal |
| 2017-11-12 |
delete person James E. Adams |
| 2017-11-12 |
insert person Anne E. Boven |
| 2017-11-12 |
insert person Clare C. Lang |
| 2017-11-12 |
insert person Kerry L. Cookson |
| 2017-11-12 |
insert person Mark McNabb |
| 2017-11-12 |
update person_description Alyssa A. Potter => Alyssa A. Potter |
| 2017-11-12 |
update person_description David L. Harris => David L. Harris |
| 2017-11-12 |
update person_description Peter D. Bryans => Peter D. Bryans |
| 2017-11-12 |
update person_description Rocke D. Blair => Rocke D. Blair |
| 2017-11-12 |
update person_description Timothy A. Gavin => Timothy A. Gavin |
| 2017-05-30 |
insert otherexecutives Brittany B. Manning |
| 2017-05-30 |
delete person Andrew M. Cantillon |
| 2017-05-30 |
delete person Lou Ellen Dyer |
| 2017-05-30 |
delete person Mark D. Botto |
| 2017-05-30 |
delete person Wesley D. Botto |
| 2017-05-30 |
insert person Barry Saturday |
| 2017-05-30 |
insert person Crystal Y. Neal |
| 2017-05-30 |
insert person James E. Adams |
| 2017-05-30 |
insert person Nicholas C. Newell |
| 2017-05-30 |
insert person Rocke D. Blair |
| 2017-05-30 |
insert person Stephanie Grant |
| 2017-05-30 |
insert person Stephen A. Wright |
| 2017-05-30 |
insert person Terri Carl |
| 2017-05-30 |
update person_description Amanda M. Trail => Amanda M. Trail |
| 2017-05-30 |
update person_description Brittany B. Manning => Brittany B. Manning |
| 2017-05-30 |
update person_description David L. Harris => David L. Harris |
| 2017-05-30 |
update person_description Lacy A. Sisk => Lacy A. Sisk |
| 2017-05-30 |
update person_description Matthew R. Sathe => Matthew R. Sathe |
| 2017-05-30 |
update person_description Nancy J. Martin => Nancy J. Martin |
| 2017-05-30 |
update person_description Peter D. Bryans => Peter D. Bryans |
| 2017-05-30 |
update person_description Richard J. Hain => Richard J. Hain |
| 2017-05-30 |
update person_title Brittany B. Manning: CFP => Vice President, Finance |
| 2017-05-30 |
update person_title Lacy A. Sisk: Client Service Administrator => Marketing Specialist |
| 2017-05-30 |
update person_title Richard J. Hain: Retirement Planning Specialist => Investment Operations Analyst |
| 2015-09-06 |
delete person Carla Miller |
| 2015-09-06 |
insert person Hunter Nighbert |
| 2014-10-22 |
delete person Donna J. Bashor |
| 2014-10-22 |
insert person Carla Miller |
| 2014-05-07 |
insert person Kris Kellinghaus |
| 2014-05-07 |
insert person Matthew Sathe |
| 2014-01-31 |
delete otherexecutives Dale K. Leo |
| 2014-01-31 |
delete otherexecutives Wesley E. Murry |
| 2014-01-31 |
delete person Dale K. Leo |
| 2014-01-31 |
delete person John W. Lee |
| 2014-01-31 |
delete person Wesley E. Murry |
| 2014-01-31 |
update person_title Richard J. Hain: Investment Analyst => Portfolio Administrator |
| 2013-09-10 |
insert person Richard J. Hain |
| 2013-08-11 |
insert person Alyssa Trueblood |
| 2013-04-14 |
insert otherexecutives Dale K. Leo |
| 2013-04-14 |
insert otherexecutives Wesley E. Murry |
| 2013-04-14 |
insert person Dale K. Leo |
| 2013-04-14 |
insert person John W. Lee |
| 2013-04-14 |
insert person Wesley E. Murry |