| Date | Description |
|---|
| 2023-03-06 |
delete person Ercilia Donnelly |
| 2022-03-21 |
delete person Linda Wilson |
| 2021-04-21 |
update person_title Dan Buster: Financial Advisor With; San Dimas / Financial Advisor => Financial Advisor With; Lake Forest / Financial Advisor |
| 2020-05-14 |
delete person Steve R. Muñoz |
| 2020-05-14 |
update person_description Ahamad Manohorathat => Ahamad Manohorathat |
| 2020-04-14 |
delete person Diana Burton |
| 2020-03-15 |
update person_description Christa Varda => Christa Varda |
| 2020-02-13 |
delete person James M. Adgar |
| 2019-04-27 |
delete person Jule Hilton |
| 2019-04-27 |
update person_description Narine Mardanyan => Narine Mardanyan |
| 2018-10-23 |
update person_description Linda Wilson => Linda Wilson |
| 2018-03-31 |
update person_description Rick Hughes => Rick Hughes |
| 2018-03-31 |
update person_description Steve R. Muñoz => Steve R. Muñoz |
| 2018-03-31 |
update person_title Cherie Wang: CERTIFIED FINANCIAL PLANNERTM and Investment Advisor Representative => CERTIFIED FINANCIAL PLANNERTM and Registered Representative |
| 2017-12-28 |
delete person Chris Garcia |
| 2017-09-01 |
insert person Chris Garcia |
| 2017-09-01 |
update person_title Mary Maselli: Financial Advisor With => Representative for National Planning Corporation; Senior Financial Adviser With |
| 2017-05-05 |
insert person Cherie Wang |
| 2015-03-26 |
delete person James Valencia |
| 2015-01-22 |
delete person Brenda J. Wilson |
| 2014-10-15 |
insert person Reza Shah |
| 2014-08-05 |
insert person Ahamad Manohorathat |
| 2014-08-05 |
insert person James Valencia |
| 2014-05-20 |
delete person Daniel P Ostlund |
| 2014-05-20 |
delete person Rob Reschan |
| 2014-05-20 |
insert person Christa Varda |
| 2014-05-20 |
update person_description Narine Mardanyan => Narine Mardanyan |
| 2014-05-20 |
update person_title Narine Mardanyan: Financial Advisor With => Financial Adviser With |
| 2014-01-21 |
delete person Michael Dieffenbach |
| 2014-01-21 |
insert person Ercilia Donnelly |