COMMERCE COMPANY - History of Changes


DateDescription
2022-09-18 insert person Kimberley Alkire
2022-09-18 update person_description Kate Shamrell => Kate Shamrell
2022-08-16 delete person Amelia M. McDanel
2022-08-16 update person_description Chris Meyer => Chris Meyer
2022-08-16 update person_description Erin Jones => Erin Jones
2021-04-26 insert person Marcia Eschbach Nguyen
2021-02-02 delete person Marcia Eschbach
2021-02-02 delete person Patti Heikel
2021-02-02 update person_title Kate Shamrell: Client Service Associate, RJFS => Retirement Plan Manager, TCC, Client Service Associate, RJFS
2020-06-06 insert person Nathan M. Borchardt
2019-10-27 update person_description Matt Marr => Matt Marr
2019-09-27 update person_description Amanda Birdsall => Amanda Birdsall
2019-09-27 update person_description Chris Meyer => Chris Meyer
2019-09-27 update person_description Jed Schlanger => Jed Schlanger
2018-10-15 insert personal_emails am..@raymondjames.com
2018-10-15 insert person Amelia M. McDanel
2018-03-01 insert person Chris Meyer
2018-03-01 insert person Kate Shamrell
2018-03-01 insert person Matt Marr
2017-09-14 update person_title Carrie Forbish: Administrative Representative => Associate; Assistant; Operations Manager
2017-09-14 update person_title Marcia Eschbach: Participant Services Representative => Participant Services Associate
2017-02-09 delete personal_emails na..@raymondjames.com
2017-02-09 delete person Natalia Calderon
2016-08-05 insert person Marcia Eschbach
2015-10-26 insert personal_emails na..@raymondjames.com
2015-10-26 insert person Natalia Calderon
2015-01-31 delete person Nathan Borchardt
2014-06-27 insert evp Laura Schwartz
2014-06-27 delete person Amanda Gleason
2014-06-27 update person_description Joe Curiel => Joe Curiel
2014-06-27 update person_description Nathan Borchardt => Nathan Borchardt
2014-06-27 update person_title Chaney Darlington: Financial Advisor, Graduated from the University of Washington in 1987 With a Bachelor 's Degree in Mechanical Engineering. in 2003, He Joined Raymond James; Investment Advisor; Representative => Financial Advisor, RJFS, Graduated from the University of Washington in 1987 With a Bachelor 's Degree in Mechanical Engineering. in 2003, He Joined Raymond James
2014-06-27 update person_title Joe Curiel: Financial Adviso R; Investment Advisor; Representative => Financial Advisor, RJFS
2014-06-27 update person_title Laura Schwartz: Executive Vice President, Co => Associate; Executive Vice President; Operations Manager
2014-06-27 update person_title Patti Heikel: Investment Advisor; Representative; Financial Representative => Financial Representative, RJFS
2014-06-27 update person_title Tony Raugust: Financial Advisor, Joined Raymond James in 2003. a Graduate of the University of Washington, He Started Working in the Financial Services Industry in 1991.; Investment Advisor; Representative => Financial Advisor, RJFS, Joined Raymond James in 2003. a Graduate of the University of Washington, He Started Working in the Financial Services Industry in 1991.
2013-11-20 update person_title Nathan Borchardt: Associate; Client Service Representative => Associate; Assistant; Operations Manager