| Date | Description |
|---|
| 2024-04-05 |
delete otherexecutives J. Chris Bohnert |
| 2024-04-05 |
delete personal_emails cb..@pcsbd.net |
| 2024-04-05 |
delete personal_emails ks..@pcsbd.net |
| 2024-04-05 |
insert coo Steven Mills |
| 2024-04-05 |
delete person Carole Howe |
| 2024-04-05 |
delete person J. Chris Bohnert |
| 2024-04-05 |
delete person Kelly Schroeder |
| 2024-04-05 |
delete person Lindsey Ebben |
| 2024-04-05 |
delete person Lorna Hill |
| 2024-04-05 |
delete person Shayne Daniels |
| 2024-04-05 |
insert person Lindsey Ziegler |
| 2024-04-05 |
update person_description Steven Mills => Steven Mills |
| 2024-04-05 |
update person_title Adam Pickens: IT Support Specialist => IT Systems Administrator |
| 2024-04-05 |
update person_title Steven Mills: Executive Director of Investment Advisory Services => Chief Operating Officer |
| 2023-03-15 |
delete person Kim Hill |
| 2023-03-15 |
update person_title Adam Pickens: Transition Manager; IT Support Specialist => IT Support Specialist |
| 2023-02-11 |
delete personal_emails kk..@pcsbd.net |
| 2023-02-11 |
delete personal_emails rc..@pcsbd.net |
| 2023-02-11 |
delete person Becca Camann |
| 2023-02-11 |
delete person Karen Kushner |
| 2023-02-11 |
delete person Zach Root |
| 2023-02-11 |
insert person Adam Pickens |
| 2023-02-11 |
insert person Connor Higdon |
| 2023-02-11 |
update person_description Kelley Carson => Kelley Carson |
| 2022-09-13 |
delete coo Tim Graham |
| 2022-09-13 |
delete otherexecutives Steve Higdon |
| 2022-09-13 |
delete personal_emails ko..@pcsbd.net |
| 2022-09-13 |
insert otherexecutives J. Chris Bohnert |
| 2022-09-13 |
insert personal_emails cb..@pcsbd.net |
| 2022-09-13 |
insert personal_emails kk..@pcsbd.net |
| 2022-09-13 |
insert president Tim Graham |
| 2022-09-13 |
delete person Diana Perez |
| 2022-09-13 |
delete person Joe Cutsinger |
| 2022-09-13 |
delete person Kevin O'Bryan |
| 2022-09-13 |
insert person J. Chris Bohnert |
| 2022-09-13 |
insert person Karen Kushner |
| 2022-09-13 |
insert person Mary Howard |
| 2022-09-13 |
insert person Zach Root |
| 2022-09-13 |
update person_description Ernest Sampson => Ernest Sampson |
| 2022-09-13 |
update person_title Kim Nelson: Onboarding Manager => Director, Business Development & Onboarding |
| 2022-09-13 |
update person_title Matthew Hecht: Director of Advisory Operations and Technology => Director of Advisory Operations |
| 2022-09-13 |
update person_title Steve Higdon: Chief Development Officer => PCS Chief Development Officer and President, KFG Enterprises, Inc. |
| 2022-09-13 |
update person_title Tim Graham: Chief Operations Officer; COO => President |
| 2022-03-14 |
insert chro Patricia Gayle |
| 2022-03-14 |
insert personal_emails mh..@pcsbd.net |
| 2022-03-14 |
insert personal_emails ph..@pcsbd.net |
| 2022-03-14 |
delete person Seth Owen |
| 2022-03-14 |
delete person Whitney Bright |
| 2022-03-14 |
insert person Bob Edler |
| 2022-03-14 |
insert person Leslie Burton |
| 2022-03-14 |
insert person Matthew Hecht |
| 2022-03-14 |
insert person Nick Moshou |
| 2022-03-14 |
insert person Patricia Gayle |
| 2022-03-14 |
insert person Payton Schrum |
| 2022-03-14 |
insert person Steven Mills |
| 2022-03-14 |
update person_description Cassondra Dunning => Cassondra Dunning |
| 2022-03-14 |
update person_description Julie Kolosso => Julie Kolosso |
| 2022-03-14 |
update person_title Cassondra Dunning: Client Relations Specialist / Field Examiner => Managing Principal |
| 2022-03-14 |
update person_title Jane Vande Voort: Managing Principal => Director, Field Supervision |
| 2021-08-15 |
delete person Bill Reuther |
| 2021-08-15 |
delete person Phil Prosser |
| 2021-07-15 |
delete otherexecutives Rhonda Spence |
| 2021-07-15 |
delete personal_emails rs..@pcsbd.net |
| 2021-07-15 |
delete person Adam Katch |
| 2021-07-15 |
delete person Ann Wilson |
| 2021-07-15 |
delete person Rhonda Spence |
| 2021-06-12 |
delete coo Ryan Armock |
| 2021-06-12 |
insert coo Tim Graham |
| 2021-06-12 |
delete person Ryan Armock |
| 2021-06-12 |
insert person Tim Graham |
| 2021-06-12 |
update person_title Mary Wescott: Chief Administration Officer => Chief Administrative Officer |
| 2021-04-18 |
delete otherexecutives Leah Shores Hunt |
| 2021-04-18 |
insert otherexecutives Rhonda Spence |
| 2021-04-18 |
insert personal_emails rs..@pcsbd.net |
| 2021-04-18 |
delete person Jeremy Molsberger |
| 2021-04-18 |
delete person Kyeshia Davis |
| 2021-04-18 |
insert person Bill Reuther |
| 2021-04-18 |
insert person Rhonda Spence |
| 2021-04-18 |
insert person Shayne Daniels |
| 2021-04-18 |
update person_description Julia Ironside => Julia Ironside |
| 2021-04-18 |
update person_description Shari Lorbiecki => Shari Lorbiecki |
| 2021-04-18 |
update person_title Leah Shores Hunt: Business Development Officer for PCS; Business Development Officer => Business Development Officer for PCS; Director of Advisor Technology Solutions |
| 2021-04-18 |
update person_title Shari Lorbiecki: Transition Manager => Insurance Licensing Coordinator |
| 2021-01-15 |
insert person Whitney Bright |
| 2020-06-02 |
delete chro Dana Estes |
| 2020-06-02 |
delete person Dana Estes |
| 2020-03-03 |
delete personal_emails jm..@pcsbd.net |
| 2020-03-03 |
delete person Jessica Mulder |
| 2020-03-03 |
delete person Kelly Vandenbrook |
| 2020-03-03 |
delete person Nicole Burton |
| 2020-03-03 |
insert person Kelly Vanden Brook |
| 2020-03-03 |
insert person Nicki Burton |
| 2020-01-29 |
insert chro Dana Estes |
| 2020-01-29 |
insert person Dana Estes |
| 2020-01-29 |
insert person Julia Ironside |
| 2019-12-29 |
delete personal_emails mh..@pcsbd.net |
| 2019-12-29 |
insert personal_emails ls..@pcsbd.net |
| 2019-12-29 |
insert personal_emails rc..@pcsbd.net |
| 2019-12-29 |
delete person Mary Heckel |
| 2019-12-29 |
insert person Ann Wilson |
| 2019-12-29 |
insert person Cassondra Dunning |
| 2019-12-29 |
insert person Diana Perez |
| 2019-12-29 |
insert person Joe Cutsinger |
| 2019-12-29 |
insert person Julie Kolosso |
| 2019-12-29 |
insert person Kate Carson |
| 2019-12-29 |
insert person Kathy Hank |
| 2019-12-29 |
insert person Kyeshia Davis |
| 2019-12-29 |
insert person Lori Seubert |
| 2019-12-29 |
insert person Rebecca Camann |
| 2019-12-29 |
insert person Todd Oberhausen |
| 2019-12-29 |
update person_description Adam Katch => Adam Katch |
| 2019-12-29 |
update person_description Carole Howe => Carole Howe |
| 2019-12-29 |
update person_description Debbie Farris => Debbie Farris |
| 2019-12-29 |
update person_description Ernest Sampson => Ernest Sampson |
| 2019-12-29 |
update person_description Jane Vande Voort => Jane Vande Voort |
| 2019-12-29 |
update person_description Jessica Mulder => Jessica Mulder |
| 2019-12-29 |
update person_description Kelly Schroeder => Kelly Schroeder |
| 2019-12-29 |
update person_description Kelly Vandenbrook => Kelly Vandenbrook |
| 2019-12-29 |
update person_description Lindsey Ebben => Lindsey Ebben |
| 2019-12-29 |
update person_description Lorna Hill => Lorna Hill |
| 2019-12-29 |
update person_description Matt Ebel => Matt Ebel |
| 2019-12-29 |
update person_description Melissa Duffy => Melissa Duffy |
| 2019-12-29 |
update person_description Phil Prosser => Phil Prosser |
| 2019-12-29 |
update person_description Ryan Armock => Ryan Armock |
| 2019-12-29 |
update person_description Shana Keil => Shana Keil |
| 2019-12-29 |
update person_description Shari Lorbiecki => Shari Lorbiecki |
| 2019-12-29 |
update person_description Terri Riggle => Terri Riggle |
| 2019-12-29 |
update person_title Jeremy Molsberger: Managing Principal => Compliance Analyst |
| 2019-11-28 |
delete person Ed Martin |
| 2019-11-28 |
delete person Tony Bennett |
| 2019-10-29 |
insert personal_emails jm..@pcsbd.net |
| 2019-10-29 |
insert person Jessica Mulder |
| 2019-09-29 |
delete person Gretchen Ledbetter |
| 2019-09-29 |
delete person Sandy Taylor-Jones |
| 2019-08-30 |
insert person Seth Owen |
| 2019-07-31 |
delete person Beth French |
| 2019-07-31 |
delete person Donna Jones |
| 2019-07-31 |
delete person Sandy Binford |
| 2019-07-31 |
delete person Sue Larson |
| 2018-02-08 |
insert person Shari Lorbiecki |
| 2017-10-01 |
delete personal_emails ak..@pcsbd.net |
| 2017-10-01 |
insert otherexecutives Mrs. Shores Hunt |
| 2017-10-01 |
insert personal_emails rr..@pcsbd.net |
| 2017-10-01 |
delete person Amanda Kuntz |
| 2017-10-01 |
insert person Jeremy Luse |
| 2017-10-01 |
insert person Kim Nelson |
| 2017-10-01 |
insert person Mrs. Shores Hunt |
| 2017-10-01 |
insert person Robert Robertson |
| 2017-10-01 |
update person_title Kim Givans: Business Coordinator => Finance; Department Manager |
| 2017-08-20 |
delete coo Rita DeFloreo |
| 2017-08-20 |
delete person Rita DeFloreo |
| 2017-07-21 |
update person_title Ernest Sampson: Owner; Chief Executive Officer => Chief Executive Officer |
| 2017-07-21 |
update person_title Kelley Carson: Owner & Business Development => Business Development |
| 2017-06-12 |
delete personal_emails al..@kfg.com |
| 2017-06-12 |
delete person Alex Lindle |
| 2017-06-12 |
update person_title Kelley Carson: Business Development => Owner & Business Development |
| 2017-04-30 |
delete cio John Tobias |
| 2017-04-30 |
delete person John Tobias |
| 2017-02-13 |
insert coo Rita DeFloreo |
| 2017-02-13 |
insert personal_emails ka..@pcsbd.net |
| 2017-02-13 |
insert person Kayla Alvey |
| 2017-02-13 |
insert person Rita DeFloreo |
| 2017-02-13 |
insert person Tony Bennett |
| 2017-02-13 |
update person_title Kim Givans: Commission Specialist => Business Coordinator |
| 2016-12-08 |
delete personal_emails kb..@pcsbd.net |
| 2016-12-08 |
insert otherexecutives Kevin O'Bryan |
| 2016-12-08 |
insert personal_emails ko..@pcsbd.net |
| 2016-12-08 |
delete person Katie Burkholder |
| 2016-12-08 |
insert person Kevin O'Bryan |
| 2016-12-08 |
update person_title Amanda Kuntz: Onboarding Specialist => Transition Manager |
| 2016-12-08 |
update person_title Janette Rahiya: Onboarding Specialist; Transition Specialist for PCS => Transition Manager; Transition Specialist for PCS |
| 2016-09-14 |
delete otherexecutives Cristalle Vivona |
| 2016-09-14 |
delete personal_emails cv..@pcsbd.net |
| 2016-09-14 |
delete person Cristalle Vivona |
| 2016-07-20 |
delete otherexecutives Mary Wescott |
| 2016-07-20 |
insert coo Mary Wescott |
| 2016-07-20 |
insert person Janette Rahiya |
| 2016-07-20 |
update person_description Alex Lindle => Alex Lindle |
| 2016-07-20 |
update person_description Amanda Kuntz => Amanda Kuntz |
| 2016-07-20 |
update person_description Cristalle Vivona => Cristalle Vivona |
| 2016-07-20 |
update person_description Ed Martin => Ed Martin |
| 2016-07-20 |
update person_description Jeremy Molsberger => Jeremy Molsberger |
| 2016-07-20 |
update person_title Mary Wescott: Operations Officer => Chief Operations Officer |
| 2016-06-22 |
insert otherexecutives Cristalle Vivona |
| 2016-06-22 |
insert personal_emails ak..@pcsbd.net |
| 2016-06-22 |
insert personal_emails al..@kfg.com |
| 2016-06-22 |
insert personal_emails cv..@pcsbd.net |
| 2016-06-22 |
insert person Alex Lindle |
| 2016-06-22 |
insert person Amanda Kuntz |
| 2016-06-22 |
insert person Cristalle Vivona |
| 2016-06-22 |
insert person Ed Martin |
| 2016-06-22 |
insert person Jeremy Molsberger |
| 2016-06-22 |
insert person Kelley Carson |
| 2016-06-22 |
update person_title Beth French: Administrative Specialist => Onboarding Coordinator |
| 2016-01-26 |
delete cfo Paul Ohlin |
| 2016-01-26 |
delete personal_emails po..@pcsbd.net |
| 2016-01-26 |
delete person Paul Ohlin |
| 2015-10-26 |
delete person Tom Smith |