| Date | Description |
|---|
| 2024-04-05 |
insert person Barry Richey |
| 2024-04-05 |
insert person Dan Richey |
| 2024-04-05 |
insert person Robin Houghton |
| 2024-04-05 |
update person_description Melissa Cone => Melissa Cone |
| 2024-04-05 |
update person_title Keri Sanders: Executive Assistant => Executive Assistant - Newark Office |
| 2024-04-05 |
update person_title Melissa Cone: Chief Operating Officer => Chief Operations Officer; Chief Operating Officer at Superior Retirement Solutions |
| 2024-04-05 |
update person_title Nicole Richey: Executive Assistant => Executive Assistant - Lancaster Office |
| 2023-10-09 |
insert cfo Amy Richey |
| 2023-10-09 |
insert coo Melissa Cone |
| 2023-10-09 |
update person_title Amy Richey: Executive Assistant => Chief Financial Officer |
| 2023-10-09 |
update person_title Melissa Cone: Senior Office Administrator => Chief Operating Officer |
| 2023-10-09 |
update person_title Nicole Richey: Office Administrator => Executive Assistant |
| 2023-07-24 |
insert person Leslie Hawkins Pierce |
| 2023-07-24 |
insert person Robert Hearns |
| 2023-06-16 |
update person_title Melissa Cone: Office Administrator => Senior Office Administrator |
| 2023-06-16 |
update person_title Nicole Richey: Office Assistant => Office Administrator |
| 2023-04-15 |
insert person Keri Sanders |
| 2022-05-31 |
insert person Bruce Beaty |
| 2022-05-31 |
insert person Nicole Richey |
| 2021-04-22 |
insert person Amy Richey |
| 2021-02-01 |
insert vp Adam Sanders |
| 2021-02-01 |
insert person Adam Sanders |
| 2020-06-25 |
update person_description Melissa Cone => Melissa Cone |
| 2019-12-23 |
delete person Ethan Paulucci |
| 2019-09-23 |
update person_title Ethan Paulucci: Workshop Coordinator => Junior Advisor and Workshop Coordinator |
| 2019-08-23 |
update person_title Ethan Paulucci: Financial Advisor => Workshop Coordinator |
| 2019-02-13 |
insert person Melissa Cone |
| 2019-02-13 |
update person_title Ethan Paulucci: Workshop Coordinator and Medicare Specialist => Financial Advisor |
| 2019-01-05 |
delete person Rachel Keathley |
| 2018-11-25 |
update person_description Ethan Paulucci => Ethan Paulucci |
| 2018-11-25 |
update person_description Rachel Keathley => Rachel Keathley |
| 2018-11-25 |
update person_title Ethan Paulucci: Workshop Coordinator => Workshop Coordinator and Medicare Specialist |
| 2018-11-25 |
update person_title Rachel Keathley: Intern => Personal Assistant |