| Date | Description |
|---|
| 2024-03-10 |
delete person Karina Pantin |
| 2024-03-10 |
insert person Moe Charara |
| 2023-09-01 |
delete person Tavis Parkerson |
| 2023-06-23 |
delete person Octavio Tovar |
| 2023-06-23 |
update person_description Luke Vrijland => Luke Vrijland |
| 2023-03-28 |
update person_description David Loesch => David Loesch |
| 2023-03-28 |
update person_description Tavis Parkerson => Tavis Parkerson |
| 2023-03-28 |
update person_title David Loesch: Registered Representative Principal / OSJ => Co - Owner; Registered Representative Principal / OSJ |
| 2023-02-13 |
insert person Tavis Parkerson |
| 2022-11-12 |
delete person Logan Blewett |
| 2022-08-28 |
delete person Paul Trinh |
| 2022-08-28 |
insert person Luke Vrijland |
| 2022-03-24 |
update person_title Darrin Loesch: Registered Representative and Municipal Bond Trader => Registered Representative, Municipal Bond Trader & Municipal Securities Principal |
| 2021-12-22 |
delete person Jessica Clark |
| 2021-01-19 |
insert person Logan Blewett |
| 2021-01-19 |
insert person Paul Trinh |
| 2021-01-19 |
update person_description Karina Pantin => Karina Pantin |
| 2020-04-09 |
delete person Chris Meehan |
| 2020-04-09 |
insert person Jessica Clark |
| 2020-04-09 |
insert person Lissa Flores |
| 2019-04-07 |
delete person Sara Bracho-Zarraga |
| 2019-04-07 |
insert person Sara Manning-Bracho |
| 2018-07-09 |
delete person Laura Eckeberger-Allmon |
| 2018-07-09 |
insert person Chris Meehan |
| 2018-05-21 |
delete person Karina Ruiz |
| 2018-05-21 |
insert person Karina Pantin |
| 2017-03-11 |
insert person Karina Ruiz |
| 2017-03-11 |
update person_title Darrin Loesch: null => Registered Representative and Municipal Bond Trader |
| 2017-03-11 |
update person_title David Loesch: null => Registered Representative Principal / OSJ |
| 2017-03-11 |
update person_title Laura Eckeberger-Allmon: null => Operations Manager and Onboard Account Specialist |
| 2017-03-11 |
update person_title Octavio Tovar: null => Municipal Bond Trader |
| 2015-09-13 |
delete person Sean Windsor |
| 2015-09-13 |
insert person Octavio Tovar |