| Date | Description |
|---|
| 2024-04-02 |
update person_description Bill Babb => BILL BABB |
| 2023-09-13 |
update person_title Bill Babb: Senior Advisor; Founder => Founder |
| 2023-07-08 |
update person_title Ron Getto: Financial Advisor => null |
| 2022-04-14 |
delete person David Beeson |
| 2021-12-11 |
insert person David Beeson |
| 2021-08-15 |
insert president Travis Babb |
| 2021-08-15 |
update person_title Bill Babb: Founder; President => Senior Advisor; Founder; President |
| 2021-08-15 |
update person_title Travis Babb: CFP® President; Senior Partner => Senior Advisor; President; CFP® President & Senior Advisor |
| 2021-07-15 |
insert person Ron Getto |
| 2021-07-15 |
update person_title Kathleen Schroeder: Client Relationship Manager; Financial Advisor; Financial Advisor / Business Operations; Business Operations Manager => Client Relationship Manager; Financial Advisor; Financial Advisor / Business Operations |
| 2021-06-12 |
insert founder Bill Babb |
| 2021-06-12 |
insert otherexecutives Cynthia Thompson |
| 2021-06-12 |
insert person Jeremy Meyer |
| 2021-06-12 |
update person_title Bill Babb: President => Founder; President |
| 2021-06-12 |
update person_title Cynthia Thompson: Client Service Specialist; Customer Service Specialist => Customer Service Specialist; Client Service Director |
| 2021-06-12 |
update person_title Kathleen Schroeder: Client Relationship Manager; Financial Advisor; Financial Advisor / Business Operations; Chief Compliance Officer; Business Operations Manager => Client Relationship Manager; Financial Advisor; Financial Advisor / Business Operations; Business Operations Manager |
| 2021-06-12 |
update person_title Travis Babb: Senior Partner => CFP® President; Senior Partner |
| 2020-08-09 |
update person_title Cynthia Thompson: Customer Service Specialist => Client Service Specialist; Customer Service Specialist |
| 2020-08-09 |
update person_title Kathleen Schroeder: Client Relationship Manager; Financial Advisor; Financial Advisor / Business Operations; Business Operations Manager => Client Relationship Manager; Financial Advisor; Financial Advisor / Business Operations; Chief Compliance Officer; Business Operations Manager |
| 2017-06-26 |
update person_title Kathleen Schroeder: Client Relationship Manager => Client Relationship Manager; Financial Advisor; Financial Advisor / Business Operations; Business Operations Manager |
| 2014-04-10 |
delete person Gary Seley |