| Date | Description |
|---|
| 2023-01-21 |
insert person Scott Berryman |
| 2023-01-21 |
update person_title Justin Roski: Senior Relationship Manager => Wealth Advisor |
| 2022-12-20 |
update person_title Brooke Taylor: Senior Relationship Manager, Non - Producing Registered Representative; Representative of Cetera Advisor Networks LLC => Representative of Cetera Advisor Networks LLC; Senior Relationship Manager |
| 2022-12-20 |
update person_title Matthew Alspaugh: Senior Relationship Manager, Non - Producing Registered Representative; Representative of Cetera Advisor Networks LLC => Representative of Cetera Advisor Networks LLC; Senior Relationship Manager |
| 2022-12-20 |
update person_title Patrick Sittner: Portfolio Strategist => Director, Portfolio Strategy |
| 2022-11-18 |
insert chiefstrategyofficer Burt White |
| 2022-11-18 |
delete person Greg DeGennaro |
| 2022-11-18 |
delete person Ryan Yamada |
| 2022-11-18 |
delete person Scott Budd |
| 2022-11-18 |
insert person Burt White |
| 2022-11-18 |
insert person Ryan Detrick |
| 2022-11-18 |
update person_title Jen Sizelove: Senior Relationship Manager, Non - Producing Registered Representative => Senior Relationship Manager |
| 2022-11-18 |
update person_title Michael Gruidel: Paraplanner => Wealth Planner |
| 2022-10-18 |
delete person Josh Russell |
| 2022-09-16 |
delete coo Shane Weaver |
| 2022-09-16 |
delete person Scott Kubie |
| 2022-09-16 |
delete person Shane Weaver |
| 2022-09-16 |
insert person Jen Sizelove |
| 2022-09-16 |
insert person Scott Budd |
| 2022-09-16 |
insert person Tom Fridrich |
| 2022-09-16 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Director, Investment Platform / Research Department; Director, Investment Platform |
| 2022-07-16 |
delete person Evan Davies |
| 2022-07-16 |
delete person Sharon Syester |
| 2022-04-14 |
delete person Vishnu Lekraj |
| 2022-04-14 |
update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department |
| 2022-03-14 |
insert person Evan Davies |
| 2022-03-14 |
update person_title Vishnu Lekraj: Co - Portfolio Manager; Portfolio Manager for Carson Group => Co - Portfolio Manager; Co - Portfolio Manager / Research Department; Portfolio Manager for Carson Group |
| 2022-02-07 |
delete person Alyssa Zuck |
| 2021-12-02 |
insert coo Shane Weaver |
| 2021-12-02 |
insert otherexecutives Erin Ebert |
| 2021-12-02 |
delete person Bryan Donaugh |
| 2021-12-02 |
insert person Justin Roski |
| 2021-12-02 |
insert person Shane Weaver |
| 2021-12-02 |
update person_title Erin Ebert: Client Engagement Coordinator => Director of Client Services |
| 2021-12-02 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst |
| 2021-09-03 |
delete person Krista Thompson |
| 2021-09-03 |
delete person Mary Schmidt |
| 2021-09-03 |
insert person Patrick Carter |
| 2021-09-03 |
update person_description Meet Sarah => Meet Sarah |
| 2021-08-01 |
delete coo Sharon Syester |
| 2021-08-01 |
insert person Matt Lewis |
| 2021-08-01 |
update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist |
| 2021-08-01 |
update person_title Brooke Taylor: Wealth Planning Administrator, Non - Producing Registered Representative; Representative of Cetera Advisor Networks LLC => Senior Relationship Manager, Non - Producing Registered Representative; Representative of Cetera Advisor Networks LLC |
| 2021-08-01 |
update person_title Donna Smith: Operations Manager => Operations Associate |
| 2021-08-01 |
update person_title Mary Schmidt: Relationship Manager => Director of First Impressions |
| 2021-08-01 |
update person_title Matthew Alspaugh: Wealth Planning Administrator, Non - Producing Registered Representative; Representative of Cetera Advisor Networks LLC => Senior Relationship Manager, Non - Producing Registered Representative; Representative of Cetera Advisor Networks LLC |
| 2021-08-01 |
update person_title Monica Kurburksy: Operations Support => Operations Associate |
| 2021-08-01 |
update person_title Sharon Syester: Director of Operations => Operations Associate |
| 2021-07-01 |
delete managingdirector Carson Coaching |
| 2021-07-01 |
delete person Carson Coaching |
| 2021-07-01 |
insert person Beth Schanou |
| 2021-07-01 |
insert person Jake Bleicher |
| 2021-07-01 |
insert person Meet Patrick |
| 2021-07-01 |
insert person Meet Ryan |
| 2021-07-01 |
insert person Meet Sarah |
| 2021-05-31 |
insert person Greg DeGennaro |
| 2021-04-13 |
delete person Beth Schanou |
| 2021-04-13 |
delete person Chris Oppliger |
| 2021-04-13 |
delete person Jake Bleicher |
| 2021-04-13 |
delete person Jeff Harris |
| 2021-04-13 |
insert person Forbes Best-in-State |
| 2021-04-13 |
insert person Josh Russell |
| 2021-04-13 |
insert person Meet Donna |
| 2021-04-13 |
insert person Meet Erin |
| 2021-04-13 |
insert person Meet Sharon |
| 2021-04-13 |
insert person Meet Steve |
| 2021-04-13 |
insert person Mike Lawrence |
| 2021-04-13 |
update person_description Alyssa Zuck => Alyssa Zuck |
| 2021-04-13 |
update person_description Brooke Taylor => Brooke Taylor |
| 2021-04-13 |
update person_description Eric Ford => Eric Ford |
| 2021-04-13 |
update person_description Matthew Alspaugh => Matthew Alspaugh |
| 2021-04-13 |
update person_description Steve Ford => Steve Ford |
| 2021-04-13 |
update person_title Brooke Taylor: Wealth Planning Administrator, Non - Producing Registered Representative / Operations; Wealth Planning Administrator, Non - Producing Registered Representative => Wealth Planning Administrator, Non - Producing Registered Representative; Representative of Cetera Advisor Networks LLC |
| 2021-02-19 |
update person_title Brooke Taylor: Wealth Planning Administrator, Registered Representative; Wealth Planning Administrator, Registered Representative / Operations => Wealth Planning Administrator, Non - Producing Registered Representative / Operations; Wealth Planning Administrator, Non - Producing Registered Representative |
| 2021-02-19 |
update person_title Matthew Alspaugh: Wealth Planning Administrator, Registered Representative => Wealth Planning Administrator, Non - Producing Registered Representative |
| 2021-02-19 |
update person_title Vishnu Lekraj: Portfolio Manager => Co - Portfolio Manager |
| 2021-01-18 |
delete otherexecutives Rick Jaster |
| 2021-01-18 |
delete person Alex Blankenburg |
| 2021-01-18 |
delete person Brett Murray |
| 2021-01-18 |
delete person Nick Joyner |
| 2021-01-18 |
delete person Rick Jaster |
| 2021-01-18 |
insert person Bryan Donaugh |
| 2021-01-18 |
insert person Sonu Varghese |
| 2021-01-18 |
insert person Vishnu Lekraj |
| 2021-01-18 |
update person_title Patrick Sittner: Portfolio Strategist; Portfolio Strategist / Research Department => Portfolio Strategist |
| 2020-10-02 |
update person_title Brett Murray: Wealth Planning Administrator => Paraplanner; Member of the Advanced Solutions Team |
| 2020-07-25 |
delete person Patrick Carter |
| 2020-07-25 |
update person_description Carson Coaching => Carson Coaching |
| 2020-07-25 |
update person_description Jamie P. Hopkins => Jamie Hopkins |
| 2020-05-24 |
update person_title Alyssa Zuck: Trading Specialist, Registered Rep => Trade Operations Analyst |
| 2020-05-24 |
update person_title Kellie L. Duffy: Senior Trader, Registered Rep => Senior Trade Operations Analyst |
| 2020-03-24 |
update person_title Jeff Harris: Mergers & Acquisitions Analyst => Senior Mergers & Acquisitions Analyst |
| 2020-02-22 |
delete person Russ Van Belle |
| 2020-02-22 |
insert person Mary Schmidt |
| 2020-01-22 |
update person_description Michael Gruidel => Michael Gruidel |
| 2019-12-22 |
insert person Michael Gruidel |
| 2019-11-21 |
insert person Drew Reisdorff |
| 2019-11-21 |
insert person Krista Thompson |
| 2019-11-21 |
insert person Russ Van Belle |
| 2019-10-22 |
delete person Megan Ward |
| 2019-10-22 |
insert person Beth Schanou |
| 2019-10-22 |
insert person Brett Murray |
| 2019-10-22 |
insert person Kellie L. Duffy |
| 2019-10-22 |
insert person Kevin Zlomke |
| 2019-08-22 |
insert person Alex Blankenburg |
| 2019-08-22 |
insert person Jordan Pieper |
| 2019-08-22 |
insert person Kaleigh Sanders |
| 2019-08-22 |
insert person Matthew (Matt) Smith |
| 2019-08-22 |
update person_description Ryan Yamada => Ryan Yamada |
| 2019-08-22 |
update person_title Alyssa Zuck: Trading Specialist => Trading Specialist, Registered Rep |
| 2019-08-22 |
update person_title Jeff Harris: Trading Operations Analyst => Mergers & Acquisitions Analyst |
| 2019-07-23 |
insert person Saumen Chattopadhyay |
| 2019-04-13 |
insert person Brooke Taylor |
| 2018-12-20 |
delete person Jordan Crabb |
| 2018-07-23 |
insert person Jordan Crabb |
| 2018-07-23 |
insert person Monica Kurbursky |
| 2018-05-13 |
insert person Matthew Alspaugh |
| 2018-02-09 |
delete person Kyle Reichenbach |
| 2017-10-27 |
delete person Brooke Taylor |
| 2017-10-27 |
insert person Kyle Reichenbach |
| 2017-05-22 |
delete person Kristina Sands |
| 2017-05-22 |
update person_description Brooke Taylor => Brooke Taylor |
| 2017-05-22 |
update person_description Donna Smith => Donna Smith |
| 2017-05-22 |
update person_description Eric Ford => Eric Ford |
| 2017-05-22 |
update person_description Erin Ebert => Erin Ebert |
| 2017-05-22 |
update person_description Megan Ward => Megan Ward |
| 2017-05-22 |
update person_description Sharon Syester => Sharon Syester |
| 2017-05-22 |
update person_description Steve Ford => Steve Ford |
| 2017-05-22 |
update person_title Eric Ford: Investment Advisor; Registered Representative => Member of Westlake Community Church of God; Investment Advisor |
| 2017-05-22 |
update person_title Steve Ford: Founder of WealthCare™ Partners Ltd; President; Registered Representative => President; President and Founder of WealthCare Partners |
| 2016-07-29 |
insert person Kristina Sands |
| 2016-03-31 |
delete person Christy Syester |
| 2015-11-08 |
update person_description Brooke Taylor => Brooke Taylor |
| 2015-09-13 |
insert person Sharon Syester |
| 2015-08-15 |
insert person Brooke Taylor |