| Date | Description |
|---|
| 2024-03-20 |
insert person Eli Richardson |
| 2024-03-20 |
insert person Jeb Burns |
| 2024-03-20 |
insert person Keith Armstrong |
| 2024-03-20 |
insert person Laura Farmer |
| 2023-01-06 |
delete person Nicholas Chilenko |
| 2022-05-06 |
insert person Donna Dzigal |
| 2022-05-06 |
insert person Peyton Petersen |
| 2021-09-14 |
update person_title Thomas Myers: Financial Advisor / Events; Financial Advisor => Financial Advisor / Services; Financial Advisor |
| 2021-08-13 |
delete person Sharon Oliver |
| 2021-08-13 |
update person_title Thomas Myers: Financial Advisor => Financial Advisor / Events; Financial Advisor |
| 2021-07-13 |
delete person Samuel Williams |
| 2021-07-13 |
insert person Michael Rawls |
| 2021-07-13 |
update person_title Sharon Oliver: Client Service Representative; Client Service Representative / Services => Client Service Representative; Client Service Representative / Events |
| 2021-06-11 |
update person_title Mark D. Parker: Financial Advisor; Registered Representative; Partner => Financial Advisor; Partner |
| 2021-06-11 |
update person_title Nathan Robinson: Financial Advisor => Financial Advisor / Services; Financial Advisor |
| 2021-06-11 |
update person_title Samuel Williams: Financial Advisor / Services; Financial Advisor => Financial Advisor |
| 2021-04-16 |
delete person Todd Iannarelli |
| 2021-04-16 |
insert person Grant Perry |
| 2021-04-16 |
insert person Josiah Whitten |
| 2021-04-16 |
insert person Nathan Pesch |
| 2021-04-16 |
insert person Sharon Oliver |
| 2020-07-10 |
delete person Arthur Nietling |
| 2020-07-10 |
delete person JuliAnn Gauld |
| 2020-02-02 |
insert person Alex Denno |
| 2020-02-02 |
insert person Arthur Nietling |
| 2020-02-02 |
insert person Austin Brown |
| 2020-02-02 |
insert person JuliAnn Gauld |
| 2020-02-02 |
insert person Ken Klein |
| 2020-02-02 |
insert person Nathan Robinson |
| 2020-02-02 |
insert person Richard Adams |
| 2020-02-02 |
insert person Thomas Myers |
| 2020-02-02 |
update person_description Anthony J. Mazzali => Anthony J. Mazzali |
| 2020-02-02 |
update person_description Christian Whitehead => Christian Whitehead |
| 2020-02-02 |
update person_description Dave Robinson => Dave Robinson |
| 2020-02-02 |
update person_description Jeffrey Roman => Jeffrey Roman |
| 2020-02-02 |
update person_description Matt O'Neil => Matt O'Neil |
| 2020-02-02 |
update person_description Scott Palomaki => Scott Palomaki |
| 2019-04-05 |
update person_description Jeffrey J. Casey => Jeffrey J. Casey |
| 2019-04-05 |
update person_title Jeffrey J. Casey: Financial Advisor; Registered Representative; Partner => Financial Advisor; Partner |
| 2018-04-21 |
update person_description Mark D. Parker => Mark D. Parker |
| 2017-10-16 |
delete person Ann Green |
| 2017-10-16 |
delete person Jessica Elliott |
| 2015-06-21 |
update person_title Becky Keenan: Registered Representative => Staff Member |
| 2015-03-28 |
delete person William N. Secor Jr. |
| 2014-07-22 |
insert person Jeffrey Roman |
| 2014-07-22 |
update person_description Mark D. Parker => Mark D. Parker |
| 2014-07-22 |
update person_description Matt O'Neil => Matt O'Neil |
| 2014-07-22 |
update person_description Parke Petersen => Parke Petersen |