| Date | Description |
|---|
| 2024-05-23 |
delete person Carol Bell |
| 2024-05-23 |
insert person Angela Kirke |
| 2024-05-23 |
insert person Jocelyn Black |
| 2024-05-23 |
insert person Julia Braum |
| 2024-05-23 |
insert person Richard Caw |
| 2024-05-23 |
update person_title Florence Lamb: null => EXECUTIVE ASSISTANT |
| 2024-05-23 |
update person_title Kathleen Connors: SENIOR PARAPLANNER => ADVISOR; ASSOCIATE |
| 2023-03-15 |
insert person Florence Lamb |
| 2023-03-15 |
insert person Kathleen Connors |
| 2021-12-15 |
delete person Peter Rappmund |
| 2021-06-20 |
update person_title Carol Bell: Senior Advisor => SENIOR WEALTH ADVISOR |
| 2021-06-20 |
update person_title Peter Rappmund: FINANCIAL ADVISOR INTERN => ADVISOR; ASSOCIATE |
| 2021-05-20 |
insert person Carol Bell |
| 2021-01-26 |
delete person Christy Margaritis |
| 2021-01-26 |
delete person Leslie Blue |
| 2021-01-26 |
delete person Nancy Hetrick |
| 2021-01-26 |
insert person Kim Creque |
| 2021-01-26 |
insert person Peter Bo Rappmund |
| 2020-07-22 |
insert person Christy Margaritis |
| 2020-05-22 |
delete person Andrea Bereznak |
| 2020-05-22 |
update person_title Lea Ann Knight: Senior Financial Advisor => Staff Member |
| 2020-05-22 |
update person_title Lorraine Ell: CEO and Senior Financial Advisor; CEO => CEO; Managing Partner |
| 2020-04-22 |
delete person Crystal Andrews |
| 2019-10-19 |
delete chiefinvestmentofficer Kate Stalter |
| 2019-10-19 |
delete founder Kate Stalter |
| 2019-10-19 |
update person_title Kate Stalter: CMO and Senior Financial Advisor; Founder; Chief Investment Officer => President and Senior Financial Advisor |
| 2018-05-13 |
update person_description Kate Stalter => Kate Stalter |
| 2018-05-13 |
update person_description Lorraine Ell => Lorraine Ell |
| 2018-03-29 |
insert person Crystal Andrews |
| 2017-07-31 |
insert person Nancy Hetrick |
| 2016-12-13 |
update person_title Bryan Giron: Director of GEN Y Planning and Financial Advisor => Trader and Financial Advisor; Director of GEN Y Planning and Financial Advisor |
| 2016-11-10 |
update person_title Kate Stalter: Chief Investment Officer and Senior Financial Advisor => CMO and Senior Financial Advisor |
| 2016-09-14 |
delete otherexecutives George Lawrence-Ell |
| 2016-09-14 |
delete person George Lawrence-Ell |
| 2016-09-14 |
insert person Kelly Chisholm |
| 2016-09-14 |
insert person Susan Koe |
| 2015-01-13 |
update person_description Kate Stalter => Kate Stalter |
| 2015-01-13 |
update person_description Paul B. Jackson => Paul B. Jackson |
| 2014-10-30 |
insert founder Kate Stalter |
| 2014-10-30 |
update person_title Kate Stalter: Financial Planner; New Mexico Financial Planner and Investment Advisor => Financial Planner; Founder |
| 2014-09-25 |
update person_title Kate Stalter: Investment Advisor With Portfolio LLC => Financial Planner; New Mexico Financial Planner and Investment Advisor |
| 2014-03-21 |
insert person Kate Stalter |