| Date | Description |
|---|
| 2024-03-16 |
update person_title Dylan Krezelak: Financial Consultant; Registered Representative and Investment Advisor => Financial Advisor; Registered Representative and Investment Advisor |
| 2024-03-16 |
update person_title Stacey Otterstrom: Investment Advisor; Representative; Financial Consultant => Investment Advisor; Financial Advisor; Representative |
| 2023-09-27 |
delete president Brian "Odie" Otterstrom |
| 2023-09-27 |
insert person Stacey Otterstrom |
| 2023-09-27 |
update person_title Brian "Odie" Otterstrom: President; Financial Consultant => Financial Consultant |
| 2023-09-27 |
update person_title Dylan Krezelak: Dylan Krezelak Financial Consultant / Individual Advisor Representative; Financial Consultant; Registered Representative and Investment Advisor => Financial Consultant; Registered Representative and Investment Advisor |
| 2023-07-21 |
insert person Dylan Krezelak |
| 2023-06-16 |
delete ceo Daniel L. Chamberlin |
| 2023-06-16 |
delete personal_emails da..@securitiesamerica.com |
| 2023-06-16 |
delete person Daniel L. Chamberlin |
| 2023-06-16 |
update person_title Brian "Odie" Otterstrom: President => President; Financial Consultant |
| 2019-02-21 |
insert person Shelly Owens |
| 2019-01-18 |
delete personal_emails th..@securitiesamerica.com |
| 2019-01-18 |
delete person Theresa Y. Palmquist |
| 2018-12-06 |
delete coo Theresa Y. Palmquist |
| 2018-12-06 |
delete personal_emails mi..@securitiesamerica.com |
| 2018-12-06 |
insert ceo Daniel L. Chamberlin |
| 2018-12-06 |
insert president Brian "Odie" Otterstrom |
| 2018-12-06 |
delete person Michele P. Pederson |
| 2018-12-06 |
update person_description Brian "Odie" Otterstrom => Brian "Odie" Otterstrom |
| 2018-12-06 |
update person_description Theresa Y. Palmquist => Theresa Y. Palmquist |
| 2018-12-06 |
update person_title Brian "Odie" Otterstrom: Financial Consultant => President |
| 2018-12-06 |
update person_title Daniel L. Chamberlin: President => President; Chief Executive Officer |
| 2018-12-06 |
update person_title Theresa Y. Palmquist: Operations; Operations Director => Operations |
| 2017-01-30 |
update person_description Brian "Odie" Otterstrom => Brian "Odie" Otterstrom |
| 2017-01-30 |
update person_title Michele P. Pederson: Principal; Representative; CERTIFIED FINANCIAL PLANNER => Principal; Representative; Financial Consultant; CERTIFIED FINANCIAL PLANNER |
| 2015-12-01 |
insert person Brian "Odie" Otterstrom |
| 2014-04-01 |
delete personal_emails th..@securitiesamerica.com |
| 2014-04-01 |
insert personal_emails th..@securitiesamerica.com |