| Date | Description |
|---|
| 2017-09-16 |
update person_title Michelle Wells: Business Manager & Financial Planner / Paraplanner => Business Manager & Paraplanner |
| 2017-09-16 |
update person_title Rodney Wells: Owner; Financial Planner; Independent Financial Planner and Wealth Manager => Owner; CERTIFIED FINANCIAL PLANNER; Independent Financial Planner and Wealth Manager |
| 2016-05-17 |
update person_title Michelle Wells: Business Manager & Paraplanner ( Representative under Supervision ) => Business Manager & Financial Planner / Paraplanner |
| 2016-05-17 |
update person_title Rodney Wells: Owner; CERTIFIED FINANCIAL PLANNER; Independent Financial Planner and Wealth Manager => Owner; Financial Planner; Independent Financial Planner and Wealth Manager |
| 2015-12-04 |
update person_description Michelle Wells => Michelle Wells |
| 2015-12-04 |
update person_title Michelle Wells: Business Manager & Paraplanner => Business Manager & Paraplanner ( Representative under Supervision ) |