| Date | Description |
|---|
| 2024-04-12 |
update person_title Amy L. Walker: Executive Assistant to Brad Bower; Executive Assistant => Associate; Associate Advisor With Patriot; Advisor |
| 2024-03-12 |
delete person Danielle Roberson |
| 2024-03-12 |
delete person Ladye M. Main |
| 2024-03-12 |
insert person Grant Murphy |
| 2024-03-12 |
update person_title Lara E. Burn: Executive Assistant => Front Office & Event Coordinator |
| 2023-09-21 |
delete person John R. Tate |
| 2023-09-21 |
delete person LeAnne Roark |
| 2023-08-19 |
insert person LeAnne Roark |
| 2023-07-16 |
insert president J. Taylor Wortham |
| 2023-07-16 |
update person_title J. Taylor Wortham: Financial Advisor; Advisor => President; Partner |
| 2023-03-24 |
insert person Danielle Roberson |
| 2023-01-19 |
insert person Aaron Buck |
| 2022-12-19 |
delete person Chris S. Brown |
| 2022-09-15 |
delete person Shawna R. Krugjohann |
| 2022-06-13 |
delete person John C. Temple Jr. |
| 2022-06-13 |
insert person Renée Betz |
| 2022-06-13 |
update person_title Brandon C. Smith: Associate; Advisor => Financial Advisor; Advisor |
| 2022-05-14 |
update person_description Brenda Miller => Brenda Miller |
| 2022-05-14 |
update person_description Lara E. Burn => Lara E. Burn |
| 2022-03-13 |
delete person Nancy L. Welch |
| 2021-09-30 |
update person_description Chris S. Brown => Chris S. Brown |
| 2021-09-30 |
update person_description Shawna R. Krugjohann => Shawna R. Krugjohann |
| 2021-06-25 |
update person_description Robert E. Scurlock => Robert E. Scurlock |
| 2021-05-22 |
update person_description Dolores M. Walker => Dolores M. Walker |
| 2021-05-22 |
update person_title Dave Palamar: Advisor => Financial Advisor; Advisor |
| 2021-04-06 |
insert person Dave Palamar |
| 2021-04-06 |
update person_description Chris S. Brown => Chris S. Brown |
| 2021-01-27 |
update person_description Chris S. Brown => Chris S. Brown |
| 2020-09-23 |
update person_description Shawna R. Krugjohann => Shawna R. Krugjohann |
| 2020-09-23 |
update person_title Brandon C. Smith: Financial Analyst => Associate; Advisor |
| 2020-01-10 |
insert person Amy L. Walker |
| 2020-01-10 |
insert person Brandon C. Smith |
| 2019-12-10 |
delete otherexecutives Dolores M. West |
| 2019-12-10 |
insert otherexecutives Dolores M. Walker |
| 2019-12-10 |
delete person Dolores M. West |
| 2019-12-10 |
insert person Dolores M. Walker |
| 2019-08-10 |
delete person Melissa J. Batson |
| 2019-08-10 |
update person_description Andrew B. Ellis => Andrew B. Ellis |
| 2019-08-10 |
update person_description Jeffrey J. Monson => Jeffrey J. Monson |
| 2019-08-10 |
update person_description John R. Tate => John R. Tate |
| 2019-04-24 |
insert person Robert E. Scurlock |
| 2019-04-24 |
update person_description Andrew B. Ellis => Andrew B. Ellis |
| 2019-04-24 |
update person_title Brandon M. Alley: Investment Manager & ParaPlanner; Investment Manager => Investment Manager |
| 2018-03-15 |
delete otherexecutives Dolores M. Phipps |
| 2018-03-15 |
insert otherexecutives Dolores M. West |
| 2018-03-15 |
delete person Dolores M. Phipps |
| 2018-03-15 |
insert person Andrew B. Ellis |
| 2018-03-15 |
insert person Brandon M. Alley |
| 2018-03-15 |
insert person Dolores M. West |
| 2017-10-16 |
update person_description S. Alex Beale => S. Alex Beale |
| 2017-08-10 |
delete person Kathleen S. Parks |
| 2016-11-25 |
delete person Bryan A. Jackson |
| 2016-11-25 |
delete person Kathryn E. Moehl |
| 2016-11-25 |
insert person Kathryn E. Scarbrough |
| 2016-06-29 |
delete person Daniel R. Shore |
| 2016-06-29 |
insert person Bryan A. Jackson |
| 2016-06-29 |
insert person Chris S. Brown |
| 2016-06-29 |
insert person Ladye M. Main |
| 2016-06-29 |
insert person Melissa M. James |
| 2016-06-29 |
update person_description Connie L. Coffey => Connie L. Coffey |
| 2016-06-29 |
update person_description Jeffrey J. Monson => Jeffrey J. Monson |
| 2016-06-29 |
update person_description S. Alex Beale => S. Alex Beale |
| 2016-03-30 |
update person_description Charles R. Harr => Charles R. Harr |
| 2016-01-02 |
delete person Charles P. Mattingly |
| 2016-01-02 |
delete person John P. McLaughlin |
| 2016-01-02 |
delete person Kevin N. Gormley |
| 2016-01-02 |
delete person Kim A. Spencer |
| 2015-08-08 |
delete person Deborah A. Godfrey |
| 2015-05-10 |
delete coo Dolores M. Phipps |
| 2015-05-10 |
insert person Lara E. Burn |
| 2015-05-10 |
insert person Nancy L. Welch |
| 2015-05-10 |
insert person S. Alex Beale |
| 2015-05-10 |
insert person Shawna R. Krugjohann |
| 2015-05-10 |
update person_title Dolores M. Phipps: Chief Administrative Officer; Director of Operations => Chief Administrative Officer |
| 2015-03-08 |
insert coo Dolores M. Phipps |
| 2015-03-08 |
delete person Sharon E. Carter |
| 2015-03-08 |
update person_title Dolores M. Phipps: Chief Administrative Officer => Chief Administrative Officer; Director of Operations |
| 2015-01-14 |
delete coo Dolores M. Phipps |
| 2015-01-14 |
insert cio Laura L. Bolton |
| 2015-01-14 |
insert otherexecutives Dolores M. Phipps |
| 2015-01-14 |
update person_title Dolores M. Phipps: Director of Operations => Chief Administrative Officer |
| 2015-01-14 |
update person_title Laura L. Bolton: Investment Manager => Chief Information Officer; Investment Manager |
| 2013-07-02 |
delete person Kathryn E. Grooms |
| 2013-07-02 |
insert person Kathryn E. Moehl |