| Date | Description |
|---|
| 2024-04-05 |
delete person Kay Alford |
| 2024-04-05 |
delete person Tim Zane |
| 2024-04-05 |
update person_title Cynthia Hunt: Enrolled Agent, Accredited Tax Advisor, Accredited Retirement Advisor => Enrolled Agent, Accredited Tax Advisor, Accredited Retirement Advisor, Investment Advisor Representative |
| 2023-01-25 |
delete person Becky Haymond |
| 2023-01-25 |
insert person Jennifer Liddie |
| 2022-11-03 |
update person_title Cynthia Hunt: Enrolled Agent, Accredited Tax Advisor => Enrolled Agent, Accredited Tax Advisor, Accredited Retirement Advisor |
| 2021-04-06 |
update person_title Terry Derrick: Front Office => Front Office Manager |
| 2020-02-24 |
insert person Monica Williams |
| 2020-02-24 |
insert person Patricia Sams |
| 2020-02-24 |
insert person Tim Zane |
| 2020-01-24 |
update person_description Shirley Hilden => Shirley Hilden |
| 2019-11-23 |
delete person April Quintana |
| 2019-03-16 |
update person_description April Quintana => April Quintana |
| 2019-03-16 |
update person_title April Quintana: Accredited Tax Preparer => Enrolled Agent, Accredited Tax Preparer |
| 2019-02-12 |
insert person Shirley Hilden |
| 2019-02-12 |
update person_title Cynthia Hunt: Enrolled Agent, Accredited Tax Advisor; Registered Representative => Enrolled Agent, Accredited Tax Advisor |
| 2018-12-02 |
delete person Dana Hofmeister |
| 2018-03-07 |
update person_description Dana Hofmeister => Dana Hofmeister |
| 2018-01-24 |
insert person Dana Hofmeister |
| 2018-01-24 |
insert person Terry Derrick |
| 2018-01-24 |
update person_description April Quintana => April Quintana |
| 2018-01-24 |
update person_title Becky Haymond: Office Manager => Front Office |
| 2018-01-24 |
update person_title Betty Jones: Assistant Office Manager => Front Office |
| 2017-05-03 |
insert person Patrick Marsh |
| 2017-05-03 |
update person_title Becky Haymond: Front Office Manager => Office Manager |
| 2017-05-03 |
update person_title Betty Jones: Office Manager => Assistant Office Manager |
| 2017-01-11 |
delete person James Patterson |
| 2017-01-11 |
insert person Becky Haymond |
| 2017-01-11 |
update person_title April Quintana: Tax Preparer => Accredited Tax Preparer |
| 2015-03-24 |
update person_description Cynthia Hunt => Cynthia Hunt |