| Date | Description |
|---|
| 2024-03-07 |
insert person Hayden Elms |
| 2024-03-07 |
insert person Kurt Geldner |
| 2024-03-07 |
update person_title Jane Weiman: null => Marketing Coordinator |
| 2022-06-28 |
delete person Caroline Rowe |
| 2021-08-31 |
update person_description Alyse Creed => Alyse Creed |
| 2021-08-31 |
update person_description Lisa Gibson => Lisa Gibson |
| 2021-08-31 |
update person_description Nancy Washburn => Nancy Washburn |
| 2021-08-31 |
update person_title Libby Stafford: Client Advocate; Client Relationship Coordinator / Special Projects Manager => the Client Relations / Marketing Manager; Client Relations / Marketing |
| 2021-07-28 |
delete person Karyn Lemons |
| 2021-06-18 |
delete person Dax Dixon |
| 2021-06-18 |
insert person Noah Vercampt |
| 2021-06-18 |
update person_description Dax Dixson => Dax Dixson |
| 2021-06-18 |
update person_title John Wheeler: Investment Operations; Wealth Management Advisor => Investment Operations |
| 2021-04-23 |
insert person Alyse Creed |
| 2021-04-23 |
insert person Karyn Lemons |
| 2020-07-19 |
insert person Heidi Bannerman |
| 2020-06-18 |
delete person Katherine Mitchell |
| 2020-06-18 |
insert person Nancy Washburn |
| 2020-06-18 |
insert person Shira Katsir |
| 2020-06-18 |
update person_description Haleh Moddasser => Haleh Moddasser |
| 2020-06-18 |
update person_description John Wheeler => John Wheeler |
| 2020-06-18 |
update person_description Juliet Brown => Juliet Brown |
| 2020-05-19 |
delete person Kenneth Peters |
| 2020-05-19 |
insert person John Wheeler |
| 2020-05-19 |
insert person Juliet Brown |
| 2020-02-18 |
update person_title Kenneth Peters: Portfolio Management Associate; Investment Operations; Investment Operations / Greensboro, NC => Investment Operations Consultant; Investment Operations Consultant / Greensboro, NC; Portfolio Management Associate |
| 2020-01-14 |
delete person Debbie Sineath |
| 2019-12-14 |
update person_description Teresa Talton => Teresa Talton |
| 2019-12-14 |
update person_title Teresa Talton: Wealth Management Advisor / Chapel Hill; Wealth Management Advisor => Advisor; Wealth Management Advisor |
| 2019-11-14 |
delete person Scott Bierman |
| 2019-10-14 |
delete person Phuong Pham |
| 2019-09-14 |
insert person Stephanie Chandler |
| 2019-09-14 |
insert person Teresa Talton |
| 2019-04-06 |
insert person Katherine Mitchell |
| 2019-02-26 |
update person_description Paula McMillan => Paula McMillan |
| 2018-12-21 |
delete person Keith Bailey |
| 2018-12-21 |
delete person Monique Williamson |
| 2018-10-27 |
delete cfo Pam Stearns |
| 2018-10-27 |
insert person Jay Alava |
| 2018-10-27 |
update person_title Courtney Kidwell: Financial Planning; Financial Planning / Greensboro, NC => Wealth Management Advisor / Greensboro, NC; Wealth Management Advisor |
| 2018-10-27 |
update person_title Pam Stearns: CDFA, RFG® Chief Financial Officer; Director of Financial Focus for Women; Chief Financial Officer => CDFA, RFG® CFO / Wealth Management Advisor; Director of Financial Focus for Women; CFO / Wealth Management Advisor |
| 2018-08-18 |
insert person Dax Dixson |
| 2018-08-18 |
insert person Lindsay Brock |
| 2018-08-18 |
insert person Monique Williamson |
| 2018-05-21 |
update person_description Sherry McKinney => Sherry McKinney |
| 2018-04-02 |
delete person Michael Russ |
| 2018-04-02 |
insert person Jason Croy |
| 2018-02-13 |
insert person Phuong Pham |
| 2017-10-31 |
update person_description Paula McMillan => Paula McMillan |
| 2017-10-31 |
update person_title Paula McMillan: CGMA; Financial Planning; Financial Planning / Greensboro, NC; Financial Planner With => CFP®, CPA / PFS, CGMA; Financial Planner and Advisor With; Wealth Management Advisor |
| 2017-06-12 |
delete person Christina Guichard |
| 2017-05-04 |
delete person Jim McKee |
| 2017-05-04 |
insert person Carol Brown |
| 2017-05-04 |
update person_title Andy Clark: Financial Planning => Wealth Management Advisor |
| 2016-09-29 |
delete person Lisa Bowman |
| 2016-09-29 |
insert person Lisa Gibson |
| 2016-09-29 |
update person_title Andy Clark: Financial Planning; Financial Planning / Greensboro, NC => Financial Planning |