| Date | Description |
|---|
| 2024-03-10 |
update person_description Tom Stark => Tom Stark |
| 2021-12-19 |
update person_title Heather Hoch: Associate Advisor and Student Loan Counselor => Licensed Associate |
| 2021-09-07 |
delete person Mary William |
| 2021-07-31 |
delete person Kris Ketcham |
| 2020-03-19 |
delete person David Lin |
| 2019-10-16 |
delete person Jane Bond |
| 2019-09-15 |
insert person Jane Bond |
| 2019-05-14 |
update person_title Heather Hoch: Associate; Advisor => Associate Advisor and Student Loan Counselor |
| 2018-05-29 |
update person_title Heather Hoch: Administrative Assistant => Associate; Advisor |
| 2017-09-27 |
insert person David Lin |
| 2017-09-27 |
insert person Heather Hoch |
| 2017-09-27 |
insert person Kris Ketcham |
| 2017-08-13 |
delete personal_emails ma..@ceteraadvisors.com |
| 2017-06-08 |
delete coo Jeff Dunwoody |
| 2017-06-08 |
delete person Christine RisCassi |
| 2017-06-08 |
delete person Jeff Dunwoody |
| 2017-06-08 |
insert person Mary William |
| 2016-03-30 |
insert coo Jeff Dunwoody |
| 2016-03-30 |
insert person Jeff Dunwoody |
| 2015-03-01 |
insert personal_emails ma..@ceteraadvisors.com |
| 2015-03-01 |
insert person Mary Williams |