| Date | Description |
|---|
| 2024-03-09 |
delete person Lynn McLeod |
| 2023-08-30 |
delete person Harrison Scanlon |
| 2023-05-03 |
update person_description Cary Boisseau => Cary Boisseau |
| 2023-02-01 |
delete coo April Rome |
| 2023-02-01 |
delete person April Rome |
| 2023-02-01 |
insert person Frank Dockins |
| 2023-02-01 |
insert person Shannon Hughes |
| 2022-11-02 |
insert person Javier Canales |
| 2022-04-11 |
insert person Lynn McLeod |
| 2022-03-11 |
delete person Chris Gardner |
| 2022-03-11 |
insert person Cary Boisseau |
| 2022-03-11 |
insert person Harrison Scanlon |
| 2021-06-23 |
update person_title Zach Levine: Insurance Agent / Retirement Specialist => Financial Advisor |
| 2021-01-25 |
delete person Savannah Daniell |
| 2020-10-09 |
update person_description April Rome => April Rome |
| 2020-06-30 |
insert founder Robert Levine |
| 2020-06-30 |
insert person Robert Levine |
| 2020-05-31 |
insert person Zach Levine |
| 2020-03-01 |
delete person Brooke Cassady |
| 2019-07-03 |
delete person Brooke Grayson |
| 2019-07-03 |
insert person Brooke Cassady |
| 2019-05-31 |
update person_title Emily Nutt: Receptionist => Client Services Manager |
| 2016-05-07 |
update person_title Chris Gardner: null => Branch Manager |
| 2016-05-07 |
update person_title Mike Berkley: Platinum Producer => Platinum Producer; Financial Advisor |
| 2015-09-22 |
delete coo Ann Levine |
| 2015-09-22 |
delete person Ann Levine |
| 2015-09-22 |
delete person Jill Hayden |
| 2015-09-22 |
delete person Mary Franklin |
| 2015-09-22 |
delete person Robert Levine |
| 2015-09-22 |
delete person Trevor N. Coe |
| 2015-08-25 |
update person_title Michael Levine: See Video View Profile; Associate => Associate |
| 2015-08-25 |
update person_title Robert Levine: See Video View Profile; Associate => Associate |
| 2015-08-25 |
update person_title Trevor N. Coe: See Video View Profile; Associate; Registered Representative => Associate; Registered Representative |
| 2015-05-25 |
insert person Mike Berkley |
| 2015-05-25 |
update person_description Robert C. Levine => Robert C. Levine |
| 2015-03-30 |
insert person Jill Hayden |
| 2014-09-27 |
delete person Susan Gains |
| 2014-05-06 |
insert person Mary Franklin |