| Date | Description |
|---|
| 2024-03-19 |
delete person Shafraz Ali |
| 2023-06-28 |
insert person Mark Zlotnik |
| 2023-06-28 |
insert person Mike Buytels |
| 2023-04-11 |
insert person Martin Zlotnik |
| 2023-04-11 |
insert person Pip Steele |
| 2023-03-10 |
delete person Ken McNaughton |
| 2023-02-07 |
insert person Shafraz Ali |
| 2023-01-06 |
delete person Amin Jamal |
| 2023-01-06 |
delete person Mark Zlotnik |
| 2023-01-06 |
delete person Martin Zlotnik |
| 2023-01-06 |
delete person Peter G. Lamb |
| 2023-01-06 |
delete person Pip Steele |
| 2023-01-06 |
insert person Charlie Lamb |
| 2022-10-06 |
delete person Harnek (Nick) Purewal |
| 2022-08-06 |
update person_description Farzin Remtulla => Farzin Remtulla |
| 2022-08-06 |
update person_title Ben Lee: Associate => Financial Associate |
| 2022-08-06 |
update person_title Brent Davis: Associate => Financial Associate |
| 2022-08-06 |
update person_title Bruce Berger: Associate => Financial Associate |
| 2022-08-06 |
update person_title Farzin Remtulla: Associate; CA, CFP®, TEP => Financial Associate; CA, CFP®, TEP |
| 2022-08-06 |
update person_title Joanna Zlotnik: Associate; Financial & Wellness Associate => Financial & Wellness Associate |
| 2022-08-06 |
update person_title John McKeachie: Associate; Business Development Associate => Business Development Associate |
| 2022-08-06 |
update person_title Ken McNaughton: Associate; Life Member of the Million Dollar Round Table => Financial Associate; Life Member of the Million Dollar Round Table |
| 2022-08-06 |
update person_title Linda Metcalfe: Associate; Life Insurance Advisor; Financial Advisor => Life Insurance Advisor; Financial Advisor; Financial Associate |
| 2022-08-06 |
update person_title Michael A. Healey: Associate => Financial Associate |
| 2022-08-06 |
update person_title Nancy Pereira: Vice President & Employee Benefits Advisor => Employee Benefits Advisor |