| Date | Description |
|---|
| 2024-04-09 |
update person_title Shanequa Whicker: Office Admin => Marketing & Office Support |
| 2024-03-09 |
update person_description Amy L. Sunderland => Amy L. Sunderland |
| 2024-03-09 |
update person_description Hunter W. "Bill" Bailey => Hunter W. "Bill" Bailey |
| 2024-03-09 |
update person_description Lisa Minchau => Lisa Minchau |
| 2024-03-09 |
update person_description Marsha Holland => Marsha Holland |
| 2024-03-09 |
update person_description Shanequa Whicker => Shanequa Whicker |
| 2023-03-22 |
delete person Gregg Smith |
| 2023-03-22 |
insert person Shanequa Whicker |
| 2020-09-27 |
delete person Kevin A. Harback |
| 2019-10-15 |
update person_title Amy L. Sunderland: Client Service Executive => Client Service Executive, CTS, CES |
| 2019-10-15 |
update person_title Hunter W. "Bill" Bailey: Registered Advisory Associate => Registered Advisory Associate, MSFS, CTS, CES, CFS, CIS, CAS |