| Date | Description |
|---|
| 2023-09-15 |
insert coo Cris Oniki |
| 2023-09-15 |
delete person Crystal Petrone |
| 2023-09-15 |
insert person Cris Oniki |
| 2023-09-15 |
insert person Jeff Anderson |
| 2023-09-15 |
insert person Meagan Rogers |
| 2023-06-25 |
delete cco Kelly Stotler |
| 2023-06-25 |
delete person Charlotte Bradley |
| 2023-06-25 |
delete person Kelly Stotler |
| 2023-02-11 |
delete otherexecutives Susan Cochran |
| 2023-02-11 |
delete person Susan Cochran |
| 2022-12-23 |
delete coo Crystal Petrone |
| 2022-12-23 |
update person_title Crystal Petrone: Director of Operations => Administrative Assistant |
| 2022-11-12 |
update person_description Kelly Stotler => Kelly Stotler |
| 2022-10-03 |
delete person Yuly Arcila |
| 2022-07-30 |
insert cco Kelly Stotler |
| 2022-07-30 |
insert person Yuly Arcila |
| 2022-07-30 |
update person_title Kelly Stotler: Communications Manager => Director of Communications |
| 2022-06-28 |
delete person Elizabeth Hails |
| 2022-06-28 |
insert person Elizabeth Solar |
| 2022-06-28 |
update person_description Charlotte Clegg Bradley => Charlotte Bradley |
| 2021-08-09 |
insert coo Crystal Petrone |
| 2021-08-09 |
update person_title Crystal Petrone: Client Services Manager => Director of Operations |
| 2021-06-06 |
update person_title Charlotte Clegg Bradley: Personal Financial Representative => Financial Wealth Advisor |
| 2021-04-09 |
insert person Charlotte Clegg Bradley |
| 2021-01-29 |
delete person Julio Gonzalez |
| 2020-06-23 |
update person_title Julio Gonzalez: Associate; Advisor => Registered Client Associate |
| 2020-05-24 |
update person_title Julio Gonzalez: Client Services Associate => Associate; Advisor |
| 2020-01-20 |
delete person Justin Daley |
| 2019-12-20 |
delete otherexecutives Brenda Landry |
| 2019-12-20 |
delete person Brenda Landry |
| 2019-07-22 |
update person_title Susan Cochran: Client Services Director => Director of Client Services |
| 2018-02-16 |
delete person George Roque |
| 2018-01-02 |
insert person KELLY STOTLER |
| 2017-01-15 |
delete person Tiffany Goree |
| 2016-11-21 |
insert person Elizabeth Hails |
| 2016-11-21 |
insert person George Roque |
| 2016-11-21 |
insert person Linda Mignon |
| 2016-11-21 |
insert person Tiffany Goree |
| 2016-01-24 |
delete person Tyler Sera |
| 2016-01-24 |
insert person Kate Warne |
| 2015-03-31 |
insert person Morgan Graley |
| 2015-03-31 |
insert person Tyler Sera |
| 2015-03-31 |
update person_description Crystal Petrone => Crystal Petrone |
| 2015-03-31 |
update person_description Kasey Markham => Kasey Markham |
| 2015-03-31 |
update person_description Susan Cochran => Susan Cochran |
| 2015-03-31 |
update person_title Crystal Petrone: Client Services Associate => Client Services Specialist |
| 2015-03-31 |
update person_title Kasey Markham: Director of Operations => Advisor; Director of Operations |