| Date | Description |
|---|
| 2024-03-10 |
delete person Emily Mainguy |
| 2024-03-10 |
update person_title Kasey Radney: Associate; Client Service Associate => Associate; Senior Client Service Associate |
| 2023-04-01 |
delete person Andy Perez |
| 2023-04-01 |
update person_title Victoria Dubuc: Associate; Client Service Associate => Associate; Accountant |
| 2023-01-27 |
insert otherexecutives Jeffrey J. Howard |
| 2023-01-27 |
update person_title Jeffrey J. Howard: Administrative Manager for Infrastructure and Technology; Administrative Manager / Information Technology => Administrative Manager for Infrastructure and Technology; Member of the Executives Team; Director of Technology |
| 2022-10-24 |
insert person Andy Perez |
| 2022-10-24 |
insert person Brianna Aviles |
| 2022-06-19 |
insert person Victoria Dubuc |
| 2022-05-19 |
delete person Noah Hankin |
| 2022-05-19 |
update person_title Kasey Radney: Associate; Financial Planning Assistant => Associate; Client Service Associate |
| 2022-04-18 |
insert person Emily Mainguy |
| 2022-04-18 |
insert person Jake Luhmann |
| 2022-02-08 |
delete person Ryan Gonzalez |
| 2022-02-08 |
delete person Victoria Romaniello |
| 2022-02-08 |
insert person Kasey Radney |
| 2021-12-03 |
delete person Carnika Major |
| 2021-12-03 |
insert person Alyssa Drowne |
| 2021-12-03 |
update person_description Ashley Drayer => Ashley Drayer |
| 2021-12-03 |
update person_description Lesley Oberstadt => Lesley Oberstadt |
| 2021-12-03 |
update person_description Melissa DiNapoli => Melissa DiNapoli |
| 2021-12-03 |
update person_title Ashley Drayer: Associate; Administrative Associate => Financial Planning Manager |
| 2021-12-03 |
update person_title Lesley Oberstadt: Associate; Administrative Associate => Associate; Financial Planning Assistant |
| 2021-12-03 |
update person_title Victoria Romaniello: Associate; Client Service Associate => Associate; Senior Client Service Associate |
| 2021-09-05 |
delete person Aline Pitney |
| 2021-08-02 |
insert person Noah Hankin |
| 2021-08-02 |
insert person Ryan Gonzalez |
| 2021-05-30 |
delete person Frank Disalvo |
| 2021-01-17 |
update person_description Aline Pitney => Aline Pitney |
| 2020-10-03 |
insert person Lesley Oberstadt |
| 2020-10-03 |
update person_description Ashley Drayer => Ashley Drayer |
| 2020-03-27 |
insert person Victoria Romaniello |
| 2020-02-25 |
insert person Frank Disalvo |
| 2020-01-25 |
update person_title Kirstie Ward: Financial Planning Manager => Financial Planning Manager / Chief Compliance Officer |
| 2019-11-24 |
update person_description Aline Pitney => Aline Pitney |
| 2019-11-24 |
update person_title Aline Pitney: Associate; Financial Planning Assistant => Associate; Client Service Associate |
| 2019-01-11 |
update person_title Kirstie Ward: Associate; Financial Planning Assistant => Financial Planning Manager |
| 2018-05-23 |
delete person Mandi Garrison |
| 2018-04-04 |
update person_description Jeremy Dym => Jeremy Dym |
| 2017-11-02 |
insert person Jeremy Dym |
| 2017-11-02 |
insert person Max Klein |
| 2017-11-02 |
update person_title Stephen Grady III: Associate; Financial Planning Assistant => Financial Planning Manager; First Financial Planning Manager |
| 2017-07-15 |
delete person Ian Herrera |
| 2017-07-15 |
insert person Ashley Drayer |
| 2017-07-15 |
insert person Mandi Garrison |
| 2017-04-28 |
delete chro Linda Field Elkin |
| 2017-04-28 |
delete cmo Linda Field Elkin |
| 2017-04-28 |
update person_description Aline Pitney => Aline Pitney |
| 2017-04-28 |
update person_description Ashley Bell => Ashley Bell |
| 2017-04-28 |
update person_description Benjamin C. Sullivan => Benjamin C. Sullivan |
| 2017-04-28 |
update person_description David Walters => David Walters |
| 2017-04-28 |
update person_description Jeffrey J. Howard => Jeffrey J. Howard |
| 2017-04-28 |
update person_description Larry M. Elkin => Larry M. Elkin |
| 2017-04-28 |
update person_description Pascale Leon-Bocchino => Pascale Leon-Bocchino |
| 2017-04-28 |
update person_title Aline Pitney: Associate; Administrative Associate => Associate; Financial Planning Assistant |
| 2017-04-28 |
update person_title Amy Laburda: Administrative Manager => Administrative Manager / Editorial and Social Media |
| 2017-04-28 |
update person_title Ashley Bell: Administrative Manager => Administrative Manager; Administrative Manager / Graphics and Communications |
| 2017-04-28 |
update person_title Cristina Galante: Administrative Manager => Administrative Manager / Facilities; Administrative Manager |
| 2017-04-28 |
update person_title Jeffrey J. Howard: Administrative Manager => Administrative Manager for Infrastructure and Technology; Administrative Manager / Information Technology |
| 2017-04-28 |
update person_title Linda Field Elkin: Director of Human Resources; Director of Marketing; Member of the Executives Team => Director of Marketing / Director of HR; Member of the Executives Team |
| 2017-04-28 |
update person_title Melissa DiNapoli: Administrative Manager => Administrative Manager / Marketing and HR |
| 2017-04-28 |
update person_title Pascale Leon-Bocchino: Administrative Manager; First Administrative Manager => Administrative Manager / Accounting |
| 2017-02-13 |
update person_description Anthony D. Criscuolo => Anthony D. Criscuolo |
| 2017-02-13 |
update person_description Eric Meermann => Eric Meermann |
| 2017-02-13 |
update person_description Melinda Kibler => Melinda Kibler |
| 2017-02-13 |
update person_description Shomari D. Hearn => Shomari D. Hearn |
| 2017-01-16 |
insert person Ian Herrera |
| 2017-01-16 |
update person_title Ashley Bell: Associate; Administrative Associate => Administrative Manager |
| 2016-07-11 |
delete person Ashley Dandridge |
| 2016-07-11 |
insert person Ashley Bell |
| 2016-04-17 |
insert person Aline Pitney |
| 2016-03-17 |
delete person Money, January |
| 2016-01-23 |
delete person Nicole Merigliano |
| 2016-01-23 |
insert person Money, January |
| 2016-01-23 |
update person_title Cristina Galante: Administrative Associate; Administrative Associate Responsible for Palisades Hudson => Administrative Manager; Administrative Manager Responsible for Palisades Hudson |
| 2015-08-27 |
delete person Cristina DeLuca |
| 2015-08-27 |
insert person Clark Howard |
| 2015-08-27 |
insert person Cristina Galante |
| 2015-08-27 |
insert person Ron Ziegler |
| 2015-06-24 |
delete person Carmelo J. Bueti |
| 2015-06-24 |
update person_description Ashley Dandridge => Ashley Dandridge |
| 2015-06-24 |
update person_description Linda Elkin => Linda Elkin |
| 2015-06-24 |
update person_description Melissa DiNapoli => Melissa DiNapoli |
| 2015-05-27 |
insert person Baltimore Counts |
| 2015-05-27 |
insert person Chase, May |
| 2015-05-27 |
insert person Forbes, May |
| 2015-04-29 |
insert person Money, April |
| 2015-04-01 |
insert person Cristina DeLuca |
| 2015-04-01 |
insert person Nicole Merigliano |
| 2015-04-01 |
update person_description Kirstie Ward => Kirstie Ward |
| 2015-04-01 |
update person_description Laurie Samay => Laurie Samay |
| 2015-04-01 |
update person_description Thomas Walsh => Thomas Walsh |
| 2015-03-03 |
delete person Bond Raters Become |
| 2015-01-29 |
insert person Amy Laburda |
| 2015-01-29 |
insert person Forbes, January |
| 2015-01-01 |
delete person Jeffrey Joseph |
| 2014-10-09 |
delete person Smart Money |
| 2014-08-28 |
delete person Christophe Arteaga |
| 2014-08-28 |
insert person Forbes, July |
| 2014-08-28 |
insert person Timothy Meyer |
| 2014-07-21 |
insert person Forbes, June |
| 2014-07-21 |
insert person Money, July |
| 2014-06-13 |
insert person Carmelo J. Bueti |
| 2014-06-13 |
insert person Christophe Arteaga |
| 2014-06-13 |
insert person Jeffrey J. Howard |
| 2014-06-13 |
insert person Kirstie Ward |
| 2014-06-13 |
update person_title Jeffrey Joseph: Webmaster; Administrative Manager => Webmaster |
| 2014-04-14 |
delete person Carol Roth |
| 2014-04-14 |
delete person Rachel Lindenberger |
| 2014-04-14 |
insert person Money, March |
| 2014-02-03 |
delete otherexecutives Anna K. Pfaehler |
| 2014-02-03 |
delete person Anna K. Pfaehler |
| 2014-02-03 |
insert person Love Letters |
| 2013-07-05 |
update person_description Ashley Dandridge => Ashley Dandridge |
| 2013-05-27 |
delete person Adam Fleishman |
| 2013-05-27 |
insert person Little Pink |
| 2013-05-27 |
update person_title Paul Jacobs: Chief Investment Officer and Chairman of the Firm 's Investment Committee; Client Service Manager; Portfolio Manager; Investor; Financial Advisor, April 4, 2013; Financial Advisor; Chief Investment Officer => Investor; Financial Advisor, April 4, 2013; Chief Investment Officer and Chairman of the Firm 's Investment Committee; Client Service Manager; Chief Investment Officer; Portfolio Manager |
| 2013-04-10 |
update person_title Paul Jacobs |
| 2013-03-01 |
insert person Bloomberg, April |
| 2013-03-01 |
insert person Bloomberg, July |
| 2013-03-01 |
insert person Carol Roth |
| 2013-03-01 |
insert person Forbes, August |
| 2013-03-01 |
insert person Smart Money |