| Date | Description |
|---|
| 2024-04-01 |
delete person Ashley Roaden |
| 2024-04-01 |
insert person Lindsey Shipp |
| 2023-05-23 |
delete person Corey McMullin |
| 2023-05-23 |
delete person Stephanie Kelly |
| 2023-05-23 |
insert person Cole Kightlinger |
| 2023-04-01 |
delete vp Todd Reed |
| 2023-04-01 |
update person_title Todd Reed: Vice President; PFS, CFP => Registered Rep and Vice President; PFS, CFP |
| 2023-02-17 |
insert person Bob Duffy |
| 2023-02-17 |
update person_description Ashley Roaden => Ashley Roaden |
| 2022-10-07 |
insert person Ashley Roaden |
| 2022-10-07 |
insert person Ryan Foley |
| 2022-10-07 |
insert person Sarah Searcy |
| 2022-10-07 |
update person_description Stephanie Kelly => Stephanie Kelly |
| 2022-08-01 |
delete person Monica Berger |
| 2022-08-01 |
delete person Tessa Burk |
| 2022-05-28 |
update person_title Corey McMullin: null => Client Service Associate |
| 2020-07-10 |
insert person Monica Berger |
| 2019-11-03 |
delete person Darian Kelly |
| 2019-10-04 |
update person_description Todd Reed => Todd Reed |
| 2019-04-03 |
insert person Darian Kelly |
| 2019-04-03 |
insert person Laura Spillman |
| 2019-04-03 |
insert person René Wartman |
| 2019-04-03 |
insert person Stephanie Kelly |
| 2019-04-03 |
insert person Tessa Burk |
| 2019-02-22 |
delete person Candace Lilly |
| 2019-01-21 |
update person_title John A. Reed: Founder; President; Registered Representative => Founder; President |
| 2019-01-21 |
update person_title Todd W. Reed: PFS, CFP®, Vice President; Registered Representative => PFS, CFP®, Vice President |
| 2017-08-19 |
update person_title Candace Lilly: Client Service Manager => Client Service Manager; Enrolled Agent, Client Service Manager |
| 2017-04-04 |
delete person Jeff D. Perkins |
| 2014-09-28 |
insert person H.D. Vest |
| 2014-09-28 |
insert person Jeff D. Perkins |
| 2014-09-28 |
update person_title John A. Reed: Founder; President => Founder; President; Registered Representative |
| 2014-09-28 |
update person_title Todd W. Reed: PFS, CFP => PFS, CFP®, Vice President; Registered Representative |