| Date | Description |
|---|
| 2023-08-10 |
insert person Kendall Bulleit |
| 2022-12-12 |
insert person Cathryn A. Connell |
| 2022-12-12 |
update person_title Ruth Baime: SENIOR VICE PRESIDENT, TAMPA, FL; FINRA Registered General Securities Representative => MANAGING DIRECTOR, TAMPA, FL; FINRA Registered General Securities Representative |
| 2021-07-01 |
delete otherexecutives Justin T. Rowan |
| 2021-07-01 |
delete svp Sete Zare |
| 2021-07-01 |
insert otherexecutives Sete Zare |
| 2021-07-01 |
delete person Justin T. Rowan |
| 2021-07-01 |
update person_title Sete Zare: Senior Vice President; DIRECTOR, WINTER PARK, FL => DIRECTOR, WINTER PARK, FL; Director |
| 2020-04-02 |
insert person Sara Zare |
| 2020-04-02 |
update person_title Sete Zare: Senior Vice President; SENIOR VICE PRESIDENT, WINTER PARK, FL => Senior Vice President; DIRECTOR, WINTER PARK, FL |
| 2019-05-04 |
delete ceo Kevin P. Mulshine |
| 2019-05-04 |
delete svp Robbie Cox |
| 2019-05-04 |
delete person Kevin P. Mulshine |
| 2019-05-04 |
delete person Robbie Cox |
| 2017-02-11 |
insert otherexecutives Justin T. Rowan |
| 2017-02-11 |
insert person Justin T. Rowan |
| 2016-12-24 |
update person_title Sete Zare: Analyst; Analyst, Winter Park, FL => Analyst; Senior Vice President, Winter Park, FL |
| 2016-06-30 |
insert vp Ms. Denise Rivera-Sanchez |
| 2016-06-30 |
insert person Ms. Denise Rivera-Sanchez |
| 2016-06-30 |
insert person Sete Zare |
| 2016-03-26 |
update person_title Kevin P. Mulshine: Managing Partner, Boulder, CO; Managing Partner => Managing Partner; Managing Partner, Longmont, CO |
| 2015-08-03 |
delete svp Ms. Patti Garrett |
| 2015-08-03 |
delete person Ms. Patti Garrett |
| 2014-10-01 |
insert svp Ms. Patti Garrett |
| 2014-10-01 |
insert svp Robbie Cox |
| 2014-10-01 |
insert person Ms. Patti Garrett |
| 2014-10-01 |
insert person Robbie Cox |
| 2014-05-16 |
update person_title Rhonda K. Mossing: Partner, Kingston, TN => Managing Partner, Kingston, TN; FINRA Registered Municipal Securities Representative |