| Date | Description |
|---|
| 2023-01-07 |
update person_title Jason Seale III: Investment Advisor => Wealth Advisor |
| 2021-04-27 |
delete person Joel Ward |
| 2021-04-27 |
insert person Ruben Cisneros |
| 2020-03-06 |
delete person Bill Weisbrod |
| 2019-12-26 |
insert person Frank Lawrance |
| 2019-06-22 |
insert personal_emails dh..@seacrestwm.com |
| 2019-04-03 |
insert ceo Rajesh K. Gupta |
| 2019-04-03 |
delete person Lawrence E. Dwight |
| 2019-04-03 |
insert person Brenda Stein |
| 2019-04-03 |
insert person Christopher Nelson |
| 2019-04-03 |
update person_title Rajesh K. Gupta: Founding Partner; Managing Partner; Member of the Leadership Team => Partner Emeritus; Founding Partner; Managing Partner; Member of the Leadership Team |
| 2017-03-13 |
insert person Eric M. Cobb |
| 2016-10-27 |
insert person John Stanton |
| 2016-02-21 |
insert person Carlos Mejia |
| 2016-02-21 |
insert person Karl Anderson |
| 2015-10-22 |
update person_title Rajesh K. Gupta: Managing Partner; Member of the Leadership Team => Founding Partner; Managing Partner; Member of the Leadership Team |
| 2015-10-22 |
update person_title Ronald R. Lenihan: Managing Partner; Member of the Leadership Team => Founding Partner; Managing Partner; Member of the Leadership Team |
| 2015-07-29 |
delete person Rick Sanchez |