| Date | Description |
|---|
| 2023-05-29 |
delete otherexecutives Brett Carson |
| 2023-05-29 |
insert otherexecutives Kimberly Flynn |
| 2023-05-29 |
insert otherexecutives Mike Valenti |
| 2023-05-29 |
delete person Brett Carson |
| 2023-05-29 |
delete person Michael Gruidel |
| 2023-05-29 |
insert person Karl Strube |
| 2023-05-29 |
insert person Kimberly Flynn |
| 2023-05-29 |
insert person Matt Kory |
| 2023-05-29 |
insert person Mike Valenti |
| 2023-02-25 |
insert person Miranda Hendricks |
| 2023-02-25 |
update person_title Brianna Cole: Operations Representative => Relationship Manager |
| 2023-02-25 |
update person_title Tara Benson: Operations Representative => Relationship Manager |
| 2022-12-24 |
insert chiefstrategyofficer Burt White |
| 2022-12-24 |
delete person Cortney Jamison |
| 2022-12-24 |
delete person Ryan Yamada |
| 2022-12-24 |
delete person Scott Budd |
| 2022-12-24 |
insert person Burt White |
| 2022-12-24 |
insert person Ryan Detrick |
| 2022-12-24 |
insert person Scott Berryman |
| 2022-12-24 |
update person_description Tara Benson => Tara Benson |
| 2022-12-24 |
update person_title Michael Gruidel: Paraplanner => Wealth Planner |
| 2022-12-24 |
update person_title Patrick Sittner: Portfolio Strategist => Director, Portfolio Strategy |
| 2022-10-21 |
delete person Greg DeGennaro |
| 2022-10-21 |
delete person Josh Russell |
| 2022-09-19 |
delete coo Shane Weaver |
| 2022-09-19 |
delete person Shane Weaver |
| 2022-09-19 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Director, Investment Platform / Research Department; Director, Investment Platform |
| 2022-08-17 |
delete person Scott Kubie |
| 2022-08-17 |
insert person Brianna Cole |
| 2022-08-17 |
insert person Tara Benson |
| 2022-07-18 |
insert president Tom Fridrich |
| 2022-07-18 |
delete person Donisha Lane |
| 2022-07-18 |
delete person Jessica Pugh |
| 2022-07-18 |
delete person Tiffany Chaney |
| 2022-07-18 |
insert person Scott Budd |
| 2022-07-18 |
insert person Tom Fridrich |
| 2022-05-17 |
insert person Cortney Jamison |
| 2022-04-16 |
delete person Vishnu Lekraj |
| 2022-04-16 |
update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department |
| 2022-03-16 |
delete person Alyssa Zuck |
| 2022-03-16 |
insert person Forbes Best-in-State |
| 2022-03-16 |
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 |
| 2021-09-23 |
insert coo Shane Weaver |
| 2021-09-23 |
delete person Krista Thompson |
| 2021-09-23 |
insert person Shane Weaver |
| 2021-09-23 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst |
| 2021-08-24 |
insert person Matt Lewis |
| 2021-08-24 |
insert person Patrick Carter |
| 2021-08-24 |
insert person Triston Hasty-Grant |
| 2021-08-24 |
update person_description Meet Sarah => Meet Sarah |
| 2021-07-22 |
delete person Chris Oppliger |
| 2021-07-22 |
delete person Jeff Harris |
| 2021-07-22 |
delete person Patrick Carter |
| 2021-07-22 |
insert person Meet Patrick |
| 2021-07-22 |
insert person Meet Ryan |
| 2021-07-22 |
insert person Meet Sarah |
| 2021-07-22 |
update person_description Alyssa Zuck => Alyssa Zuck |
| 2021-07-22 |
update person_description Ken Grant => Ken Grant |
| 2021-07-22 |
update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist |
| 2021-07-22 |
update person_title Ken Grant: Partner & Wealth Advisor; Member of the Chief Investment Officers Team => Managing Partner, Senior Wealth Advisor; Member of the Executives Team |
| 2021-06-20 |
delete managingdirector Carson Coaching |
| 2021-06-20 |
delete person Carson Coaching |
| 2021-06-20 |
update person_description Jamie Hopkins => Jamie P. Hopkins |
| 2021-05-20 |
insert person Greg DeGennaro |
| 2021-04-05 |
insert person Josh Russell |
| 2021-04-05 |
insert person Mike Lawrence |
| 2021-04-05 |
update person_title Ken Grant: Member of the Chief Investment Officers Team; Senior Partner & Wealth Advisor => Partner & Wealth Advisor; Member of the Chief Investment Officers Team |
| 2021-04-05 |
update person_title Vishnu Lekraj: Portfolio Manager for Carson Group; Portfolio Manager => Co - Portfolio Manager; Portfolio Manager for Carson Group |
| 2021-01-26 |
delete otherexecutives Rick Jaster |
| 2021-01-26 |
delete person Alex Blankenburg |
| 2021-01-26 |
delete person Brett Murray |
| 2021-01-26 |
delete person Nick Joyner |
| 2021-01-26 |
delete person Rick Jaster |
| 2021-01-26 |
insert person Sonu Varghese |
| 2021-01-26 |
insert person Vishnu Lekraj |
| 2021-01-26 |
update person_title Patrick Sittner: Portfolio Strategist; Portfolio Strategist / Research Department => Portfolio Strategist |
| 2020-09-29 |
update person_title Brett Murray: Wealth Planning Administrator => Paraplanner; Member of the Advanced Solutions Team |
| 2020-07-22 |
update person_description Carson Coaching => Carson Coaching |
| 2020-07-22 |
update person_description Jamie P. Hopkins => Jamie Hopkins |
| 2020-06-19 |
insert person Jessica Pugh |
| 2020-06-19 |
update person_title Alyssa Zuck: Trading Specialist, Registered Rep => Trade Operations Analyst |
| 2020-06-19 |
update person_title Kellie L. Duffy: Senior Trader, Registered Rep => Senior Trade Operations Analyst |
| 2020-06-19 |
update person_title Melanie Hasty-Grant: CEO; Founder; Member of the Chief Investment Officers Team; Founding Partner & Wealth Advisor => Founding Partner, Wealth Advisor, and Registered Social Security Analyst; CEO; Founder; Member of the Chief Investment Officers Team |
| 2020-05-20 |
delete coo Mary Bower |
| 2020-05-20 |
delete person Mary Bower |
| 2020-03-20 |
delete person Russ Van Belle |
| 2020-03-20 |
update person_title Jeff Harris: Mergers & Acquisitions Analyst => Senior Mergers & Acquisitions Analyst |
| 2020-01-13 |
insert person Michael Gruidel |
| 2019-12-13 |
insert person Drew Reisdorff |
| 2019-12-13 |
insert person Russ Van Belle |
| 2019-11-12 |
insert person Beth Schanou |
| 2019-11-12 |
insert person Brett Murray |
| 2019-11-12 |
insert person Kellie L. Duffy |
| 2019-11-12 |
insert person Kevin Zlomke |
| 2019-11-12 |
insert person Krista Thompson |
| 2019-10-13 |
insert person Donisha Lane |
| 2019-09-12 |
insert coo Mary Bower |
| 2019-09-12 |
insert person Mary Bower |
| 2019-08-13 |
insert person Alex Blankenburg |
| 2019-08-13 |
insert person Jordan Pieper |
| 2019-08-13 |
insert person Kaleigh Sanders |
| 2019-08-13 |
insert person Matthew (Matt) Smith |
| 2019-08-13 |
update person_title Alyssa Zuck: Trading Specialist => Trading Specialist, Registered Rep |
| 2019-08-13 |
update person_title Jeff Harris: Trading Operations Analyst => Mergers & Acquisitions Analyst |
| 2019-07-14 |
insert person Saumen Chattopadhyay |
| 2019-06-13 |
delete ceo Paul West |
| 2019-06-13 |
delete otherexecutives Tyler Schlumpf |
| 2019-06-13 |
delete person Beth Schanou |
| 2019-06-13 |
delete person Melissa Bowlin |
| 2019-06-13 |
delete person Nick Guarino |
| 2019-06-13 |
delete person Paul West |
| 2019-06-13 |
delete person Pete Mullen |
| 2019-06-13 |
delete person Tyler Schlumpf |
| 2019-05-11 |
delete person Bob Wellman |
| 2019-05-11 |
insert person Ryan Yamada |
| 2019-04-10 |
delete person Scott Ford |
| 2019-04-10 |
update person_description Tyler Schlumpf => Tyler Schlumpf |
| 2019-04-10 |
update person_title Patrick Sittner: Portfolio Consultant / Research Department; Portfolio Consultant => Portfolio Strategist; Portfolio Strategist / Research Department |
| 2019-04-10 |
update person_title Todd Knott: Director of Trading => Senior Institutional Trader |
| 2018-11-15 |
delete person Rob Furlong |
| 2018-10-11 |
delete otherexecutives Ron Carson |
| 2018-10-11 |
insert ceo Paul West |
| 2018-10-11 |
delete person Christina Ward |
| 2018-10-11 |
delete person Ron Carson |
| 2018-10-11 |
insert person Alyssa Zuck |
| 2018-10-11 |
insert person Erin Wood |
| 2018-10-11 |
insert person Jeff Harris |
| 2018-10-11 |
insert person Nick Guarino |
| 2018-10-11 |
insert person Nick Joyner |
| 2018-10-11 |
insert person Patrick Sittner |
| 2018-10-11 |
insert person Paul West |
| 2018-10-11 |
insert person Pete Mullen |
| 2018-10-11 |
insert person Rick Jaster |
| 2018-10-11 |
insert person Scott Ford |
| 2018-06-26 |
delete otherexecutives Don Hagan |
| 2018-06-26 |
delete otherexecutives Mark Lookabill |
| 2018-06-26 |
delete otherexecutives Scott Ford |
| 2018-06-26 |
insert otherexecutives Ron Carson |
| 2018-06-26 |
delete person Ben Goethel |
| 2018-06-26 |
delete person Don Hagan |
| 2018-06-26 |
delete person Mark Lookabill |
| 2018-06-26 |
delete person Scott Ford |
| 2018-06-26 |
insert person Christina Ward |
| 2018-06-26 |
insert person Ron Carson |
| 2018-03-02 |
delete person Sheila Mitchell |
| 2017-10-06 |
delete otherexecutives Ron Carson |
| 2017-10-06 |
delete person Ron Carson |
| 2017-10-06 |
insert person Jessica Golson |
| 2017-06-25 |
insert otherexecutives Don Hagan |
| 2017-06-25 |
insert person Don Hagan |