| Date | Description |
| 2021-12-23 |
update person_description Dean Schwefel => Dean Schwefel |
| 2021-12-23 |
update person_description Keith Schwefel => Keith Schwefel |
| 2021-12-23 |
update person_description Scott Farrow => Scott Farrow |
| 2021-12-23 |
update person_title Dean Schwefel: Investment Advisor; Representative => Financial Analyst |
| 2019-09-02 |
insert person Keith Schwefel |
| 2018-10-19 |
delete person Alyssa Spikberg |
| 2018-10-19 |
insert person Dean Schwefel |
| 2018-10-19 |
insert person Karen O'Hagan |
| 2018-10-19 |
insert person Tom Rowe |
| 2016-11-30 |
insert person Terry Cook |
| 2016-11-30 |
update person_title Alyssa Spikberg: Administrative Assistant => Office Manager |
| 2016-06-23 |
update person_description Steven P. Schwefel => Steven Schwefel |
| 2016-01-04 |
delete person Elizabeth Squier |
| 2015-02-09 |
insert person Elizabeth Squier |