| Date | Description |
|---|
| 2022-02-28 |
delete chairman Adam N. Werner |
| 2022-02-28 |
delete chairman Charles Adi |
| 2022-02-28 |
delete chairman Chris Draughon |
| 2022-02-28 |
delete otherexecutives Cynthia Jackson |
| 2022-02-28 |
insert cco Ben Lewis |
| 2022-02-28 |
insert ceo Sierra Investment |
| 2022-02-28 |
insert chairman George Fernandez |
| 2022-02-28 |
insert otherexecutives Ginnie Baker |
| 2022-02-28 |
insert otherexecutives Sandi Garcia |
| 2022-02-28 |
delete person Adam N. Werner |
| 2022-02-28 |
delete person Catherine Magana |
| 2022-02-28 |
delete person Charles Adi |
| 2022-02-28 |
delete person Chris Draughon |
| 2022-02-28 |
delete person Cynthia Jackson |
| 2022-02-28 |
delete person David F. Smith |
| 2022-02-28 |
delete person Richard H. Fogg |
| 2022-02-28 |
delete person Richard Vazza |
| 2022-02-28 |
delete person Ryanne Harrah |
| 2022-02-28 |
delete person Tracy Burgett |
| 2022-02-28 |
insert person Andrew Komarow |
| 2022-02-28 |
insert person Christopher Straub |
| 2022-02-28 |
insert person D. Crystal Alford-Cooper |
| 2022-02-28 |
insert person Daniel Galli |
| 2022-02-28 |
insert person Elizabeth Plot |
| 2022-02-28 |
insert person George Fernandez |
| 2022-02-28 |
insert person George Raftopoulos |
| 2022-02-28 |
insert person Ginnie Baker |
| 2022-02-28 |
insert person Harold Evensky |
| 2022-02-28 |
insert person Janet Stanzak |
| 2022-02-28 |
insert person Jeffrey N. Tomaneng |
| 2022-02-28 |
insert person Jennifer Williams |
| 2022-02-28 |
insert person Joan Rossi |
| 2022-02-28 |
insert person Joseph Ryan |
| 2022-02-28 |
insert person Kristen Prewitt |
| 2022-02-28 |
insert person Lee Baker |
| 2022-02-28 |
insert person Leslie Beck |
| 2022-02-28 |
insert person Lewis Walker |
| 2022-02-28 |
insert person Melissa Manchester |
| 2022-02-28 |
insert person Paul J. Brahim |
| 2022-02-28 |
insert person Ray Ferrara |
| 2022-02-28 |
insert person Sabrina Lowell |
| 2022-02-28 |
insert person Sandi Garcia |
| 2022-02-28 |
insert person Sierra Investment |
| 2022-02-28 |
insert person Tom Potts |
| 2022-02-28 |
update person_description Ben Lewis => Ben Lewis |
| 2022-02-28 |
update person_title Ben Lewis: Managing Director, External Communications and Public Outreach; Member of the OneFPA Advisory Council Executive Committee => Chief Communications Officer; Communications; S Chief Communications Officer; Member of the OneFPA Advisory Council Executive Committee |
| 2020-09-21 |
delete otherexecutives Dustin N. Elliot |
| 2020-09-21 |
delete person Dustin N. Elliot |
| 2020-07-11 |
delete otherexecutives Ciano Villaquiran |
| 2020-07-11 |
delete otherexecutives William Holliday |
| 2020-07-11 |
delete person Ciano Villaquiran |
| 2020-07-11 |
delete person William Holliday |
| 2020-05-09 |
delete otherexecutives Kyle Farmer |
| 2020-05-09 |
delete person Kyle Farmer |
| 2020-04-09 |
insert otherexecutives Phillip Chinothai |
| 2020-04-09 |
insert person Phillip Chinothai |
| 2020-03-10 |
insert otherexecutives David C. Bowman |
| 2020-03-10 |
insert person David C. Bowman |
| 2020-02-09 |
delete otherexecutives Jeremy P. Kovacevich |
| 2020-02-09 |
delete otherexecutives Kathleen Lindquist |
| 2020-02-09 |
delete otherexecutives Scott R. Nabb |
| 2020-02-09 |
delete otherexecutives Xavier Maldonado |
| 2020-02-09 |
delete personal_emails je..@hoylecohen.com |
| 2020-02-09 |
insert otherexecutives Catherine Magana |
| 2020-02-09 |
insert otherexecutives Kyle Farmer |
| 2020-02-09 |
delete person Jeremy P. Kovacevich |
| 2020-02-09 |
delete person Kathleen Lindquist |
| 2020-02-09 |
delete person Scott R. Nabb |
| 2020-02-09 |
delete person Xavier Maldonado |
| 2020-02-09 |
insert person Catherine Magana |
| 2020-02-09 |
insert person Kyle Farmer |
| 2020-01-09 |
delete chairman Catherine Magana |
| 2020-01-09 |
delete otherexecutives Eric Billock |
| 2020-01-09 |
insert otherexecutives Mark A. Halby |
| 2020-01-09 |
insert otherexecutives Richard Vazza |
| 2020-01-09 |
insert otherexecutives William Holliday |
| 2020-01-09 |
delete person Catherine Magana |
| 2020-01-09 |
delete person Eric Billock |
| 2020-01-09 |
insert person Mark A. Halby |
| 2020-01-09 |
insert person Richard Vazza |
| 2020-01-09 |
insert person William Holliday |
| 2019-12-09 |
delete otherexecutives David C. Bowman |
| 2019-12-09 |
delete person David C. Bowman |
| 2019-11-08 |
delete otherexecutives Blake Pinyan |
| 2019-11-08 |
insert otherexecutives Dustin N. Elliot |
| 2019-11-08 |
delete person Blake Pinyan |
| 2019-11-08 |
insert person Dustin N. Elliot |
| 2019-04-08 |
insert otherexecutives Arthur F. Dicker |
| 2019-04-08 |
insert otherexecutives Tracy Burgett |
| 2019-04-08 |
insert person Arthur F. Dicker |
| 2019-04-08 |
insert person Tracy Burgett |
| 2019-03-01 |
delete personal_emails er..@fairwaymc.com |
| 2019-01-27 |
insert otherexecutives David C. Bowman |
| 2019-01-27 |
insert person David C. Bowman |
| 2018-12-19 |
delete chairman Krysta N. Cordill |
| 2018-12-19 |
delete otherexecutives Garrett N. Carter |
| 2018-12-19 |
delete otherexecutives Mark A. Halby |
| 2018-12-19 |
delete otherexecutives Mike Ramirez |
| 2018-12-19 |
delete otherexecutives Nicholas Gardner |
| 2018-12-19 |
insert otherexecutives Adam N. Werner |
| 2018-12-19 |
insert otherexecutives Susan Brandeis |
| 2018-12-19 |
insert personal_emails su..@purefinancial.com |
| 2018-12-19 |
delete person Garrett N. Carter |
| 2018-12-19 |
delete person Krysta N. Cordill |
| 2018-12-19 |
delete person Mark A. Halby |
| 2018-12-19 |
delete person Maureen Verduyn |
| 2018-12-19 |
delete person Mike Ramirez |
| 2018-12-19 |
delete person Nicholas Gardner |
| 2018-12-19 |
insert person Adam N. Werner |
| 2018-12-19 |
insert person Susan Brandeis |
| 2018-10-07 |
delete otherexecutives Gina Paolucci |
| 2018-10-07 |
insert otherexecutives Blake Pinyan |
| 2018-10-07 |
insert otherexecutives Ciano Villaquiran |
| 2018-10-07 |
delete person Gina Paolucci |
| 2018-10-07 |
insert person Blake Pinyan |
| 2018-10-07 |
insert person Ciano Villaquiran |
| 2018-05-22 |
insert otherexecutives David F. Smith |
| 2018-05-22 |
insert person David F. Smith |
| 2017-06-08 |
delete person Clark Cannon |
| 2017-04-29 |
delete person Matthew McLaughlin |
| 2017-04-29 |
insert person Eric Billock |
| 2017-04-29 |
insert person Ian Kutner |
| 2017-04-29 |
insert person Isaac Cardoza |
| 2017-04-29 |
insert person Jas Arandia |
| 2016-08-09 |
insert person Matthew McLaughlin |
| 2016-08-09 |
update person_title Mark Halby: Financial Planner; Board Chair - Programs => Board Chair - Programs |
| 2016-08-09 |
update person_title Steven Fox: Student Chapter President; Chapter President => Board Chair - Pro Bono / Technology Support; Founder / Financial Planner / Next Gen Financial Planning |
| 2016-05-17 |
insert chairman Richard Fogg |
| 2016-05-17 |
insert otherexecutives Krysta Cordill |
| 2016-05-17 |
insert personal_emails je..@hoylecohen.com |
| 2016-05-17 |
insert president Jeremy Kovacevich |
| 2016-05-17 |
delete person Brad Lineberger |
| 2016-05-17 |
insert person Catherine Magana |
| 2016-05-17 |
insert person Mark Halby |
| 2016-05-17 |
insert person Xavier Maldonado |
| 2016-05-17 |
update person_description Maureen Verduyn => Maureen Verduyn |
| 2016-05-17 |
update person_title Clark Cannon: Student Chapter President / University of San Diego => Chapter President |
| 2016-05-17 |
update person_title Douglas Buser: Public Relations Committee Chair => Public Awareness Committee Chair |
| 2016-05-17 |
update person_title Jeremy Kovacevich: Programs Chair; President Elect => President; Programs Committee Chair |
| 2016-05-17 |
update person_title Krysta Cordill: Board Chair - Professional Development / Pro Bono / Outreach / Volunteers => President Elect |
| 2016-05-17 |
update person_title Maureen Verduyn: Officer - Secretary / Treasurer; Public Relations Committee Chair => Officer - Treasurer; Public Relations Committee Chair |
| 2016-05-17 |
update person_title Richard Fogg: Team Symposium Chair; President => Chairman of the Board; Symposium Committee Chair |
| 2016-05-17 |
update person_title Steven Fox: Student Chapter President / San Diego State University => Student Chapter President; Chapter President |
| 2015-05-11 |
delete person Brandon H. Smith |
| 2015-05-11 |
insert person Clark Cannon |
| 2015-02-05 |
delete otherexecutives John Vreeburg CFP |
| 2015-02-05 |
delete otherexecutives Mr. Dennis Brewster |
| 2015-02-05 |
insert chairman Mr. R. J. Gordon Tudor |
| 2015-02-05 |
insert otherexecutives Mr. Jeremy Kovacevich |
| 2015-02-05 |
delete person Glenn Santos |
| 2015-02-05 |
delete person John Vreeburg CFP |
| 2015-02-05 |
delete person Karyn Davenport |
| 2015-02-05 |
delete person Michele McDougal |
| 2015-02-05 |
delete person Peggy A. Mengel |
| 2015-02-05 |
insert person Brad Lineberger |
| 2015-02-05 |
insert person Nick Gardner |
| 2015-02-05 |
insert person Steven Fox |
| 2015-02-05 |
update person_title Douglas Buser: Member Options; Public Relations Committee Chair; Board Chair - Public Awareness / Relations & Social Media => Public Relations Committee Chair |
| 2015-02-05 |
update person_title Lorna Hodge: Member Options; Board Chair - Pro Bono; Pro Bono Committee Chair => Pro Bono Committee Chair |
| 2015-02-05 |
update person_title Maureen Verduyn: Officer - Secretary; Member Options; Public Relations Committee Chair => Officer - Secretary / Treasurer; Public Relations Committee Chair |
| 2015-02-05 |
update person_title Mr. Dennis Brewster: Member Options; Member of the Membership Committee => Board Chair - Membership |
| 2015-02-05 |
update person_title Mr. Jeremy Kovacevich: Member since: 10 / 30 / 2008 / Board Chair - Prog, Educ. & Trainin; Member Options; Board Chair - Prog, Educ. & Training; Programs Chair => Programs Chair; President Elect |
| 2015-02-05 |
update person_title Mr. John Goodrich Jr.: Member Options; Member of the Membership Committee; Board Chair - Existing Members; Member since: 5 / 15 / 2002 / Board Chair - Existing Members; Membership Committee Chair - Existing Members => Member of the Membership Committee; Membership Committee Chair - Existing Members |
| 2015-02-05 |
update person_title Mr. R. J. Gordon Tudor: Member Options; Officer - President => Member of the Chairman of the Board; Chairman of the Board |
| 2015-02-05 |
update person_title Ms. Krysta Cordill: Member Options; Board Chair - Prof. Development => Board Chair - Professional Development / Pro Bono / Outreach / Volunteers |
| 2014-08-12 |
delete person Vicky Li |
| 2014-08-12 |
insert person Glenn Santos |
| 2014-02-16 |
delete personal_emails mi..@kran.com |
| 2014-02-16 |
delete person Michael Kran |
| 2013-12-22 |
delete personal_emails ln..@aol.com |
| 2013-12-22 |
insert personal_emails je..@hoylecohen.com |
| 2013-12-22 |
insert personal_emails kc..@hotmail.com |
| 2013-12-22 |
delete person Gil Armour |
| 2013-12-22 |
delete person Judith L. Seid |
| 2013-12-22 |
delete person Lynn Buchholz |
| 2013-12-22 |
insert person Jeremy Kovacevich |
| 2013-12-22 |
insert person John H. Vreeburg |
| 2013-12-22 |
insert person Karyn DeJong |
| 2013-12-22 |
insert person Krysta Cordill |
| 2013-12-22 |
insert person Richard H. Fogg |
| 2013-12-22 |
update person_title Michael Kran: Membership Committee Chair - New Members; Board Chair - New Membership => Membership Committee Chair - New Members |