| Date | Description |
|---|
| 2023-09-04 |
delete person Alisha Danno |
| 2023-09-04 |
delete person Brian Cotroneo |
| 2023-09-04 |
delete person Matthew Johnson |
| 2023-09-04 |
delete person Samantha Beauvais |
| 2023-09-04 |
insert person Charley M. Corbett |
| 2023-09-04 |
insert person Paula Jewell |
| 2023-09-04 |
update person_title Jack Campbell: Senior Financial Planner => Director of Wealth Management |
| 2022-12-04 |
insert person Michell Medeiros |
| 2022-05-07 |
delete founder James Neel |
| 2022-05-07 |
delete person James Neel |
| 2022-05-07 |
insert person Casey Farrow |
| 2022-05-07 |
insert person Samantha Beauvais |
| 2021-07-04 |
insert person Brian Cotroneo |
| 2021-07-04 |
update person_title Jack Campbell: Director of Planning & Guidance; Member of the Dedicated Team => Senior Financial Planner; Member of the Dedicated Team |
| 2019-11-29 |
delete managingdirector Lynn Petkus |
| 2019-11-29 |
delete person Lynn Petkus |
| 2019-11-29 |
insert person James Ashbridge |
| 2019-11-29 |
update person_description Matthew Johnson => Matthew Johnson |
| 2019-11-29 |
update person_title Matthew Johnson: Senior Wealth Advisor; CFP®, AEP®, Senior Wealth Advisor => Senior Wealth Advisor |
| 2019-05-24 |
update person_title Matthew Johnson: CFP®, Senior Wealth Advisor; Senior Wealth Advisor => Senior Wealth Advisor; CFP®, AEP®, Senior Wealth Advisor |
| 2019-01-16 |
insert person Michael Chapman |
| 2019-01-16 |
update person_title Jack Campbell: Member of the Dedicated Team; Director of Wealth Relations => Director of Planning & Guidance; Member of the Dedicated Team |
| 2018-09-30 |
delete person Meredith Ward |
| 2018-04-25 |
update person_description Jack Brown => Jack Brown |
| 2018-02-03 |
insert person Matthew Johnson |
| 2017-11-17 |
insert person Jack Campbell |
| 2017-08-31 |
delete otherexecutives Lynn Petkus |
| 2017-08-31 |
insert managingdirector Lynn Petkus |
| 2017-08-31 |
update person_title Lynn Petkus: Director, Business Development; Member of the Dedicated Team => Managing Director; Member of the Dedicated Team |
| 2017-07-23 |
delete person Erin Megan |
| 2017-03-18 |
insert person Meredith Ward |
| 2016-07-07 |
delete person Rebecca Lehmann |
| 2015-07-04 |
insert person Rebecca Lehmann |
| 2015-07-04 |
update person_title Erin Megan: Director, Wealth Relations Management => Director, Wealth Relations |
| 2014-08-30 |
update person_description Erin Megan => Erin Megan |
| 2014-04-12 |
delete person Mark Olson |
| 2014-04-12 |
update person_title Erin Megan: Portfolio Administrator => Director, Wealth Relations Management |
| 2014-04-12 |
update person_title Lynn Petkus: Director => Director, Business Development |