| Date | Description |
|---|
| 2024-04-17 |
delete evp Patrick Harvey |
| 2024-04-17 |
insert otherexecutives Zachary Furshman |
| 2024-04-17 |
insert svp Patrick Harvey |
| 2024-04-17 |
update person_title Andy Kelly: Junior Associate => Senior Associate |
| 2024-04-17 |
update person_title Bryan Wasserman: Financial Advisor => Senior Associate |
| 2024-04-17 |
update person_title Kristen Gukanovich: Benefit Services Manager => Benefit Services Director |
| 2024-04-17 |
update person_title Patrick Harvey: EVP => SVP |
| 2024-04-17 |
update person_title Zachary Furshman: Wealth Management Director => Vice President of Operations |
| 2022-03-20 |
insert person Jim Knudsen |
| 2022-02-07 |
delete cfo Patrick Harvey |
| 2022-02-07 |
delete otherexecutives Zachary Furshman |
| 2022-02-07 |
insert evp Patrick Harvey |
| 2022-02-07 |
insert person Andy Kelly |
| 2022-02-07 |
update person_title Patrick Harvey: CFO => EVP |
| 2022-02-07 |
update person_title Zachary Furshman: Wealth Management Director; Director => Wealth Management Director |
| 2021-04-22 |
insert person Zachary Furshman |
| 2020-04-18 |
update person_title Kristen Gukanovich: Client Services Associate => Benefit Services Manager |
| 2019-10-24 |
insert person Alan Tassey |
| 2019-10-24 |
insert person Bryan Wasserman |
| 2018-11-23 |
insert person David Read |
| 2018-11-23 |
insert person Fidelity Retirement |
| 2018-11-23 |
insert person Kristen Gukanovich |
| 2017-11-30 |
insert ceo Mike Kelly |
| 2017-11-30 |
insert coo Patrick Harvey |
| 2017-11-30 |
insert otherexecutives Mike Kelly |
| 2017-11-30 |
update person_description Patrick Harvey => Patrick Harvey |
| 2017-11-30 |
update person_description Tracy Ireland => Tracy Ireland |
| 2017-11-30 |
update person_title Mike Kelly: Junior Associate; President => Vice President, Business Development; President; Chief Executive Officer |
| 2017-11-30 |
update person_title Patrick Harvey: Operations Manager => Chief Operating Officer |
| 2016-03-24 |
update person_description Laurie Johnson => Laurie Johnson |
| 2016-03-24 |
update person_description Tracy Ireland => Tracy Ireland |
| 2016-03-24 |
update person_title Patrick Harvey: Benefits Consultant => Operations Manager |
| 2015-07-25 |
delete president Mike Kelly |
| 2015-07-25 |
update person_description Mike Kelly => Mike Kelly |
| 2015-07-25 |
update person_title Mike Kelly: President => Benefits Consultant / Investment Advisor Representatitive With TFA; President / Investment Advisor Representative With TFA; Investment Advisor With TFA |