Date | Description |
2021-08-24 |
delete person Bonnie Henry |
2021-04-21 |
update person_description Kevin M. Webb => Kevin M. Webb |
2020-05-02 |
delete person Charles Seely |
2019-11-29 |
update person_title Erin Savage-Weaver: CFP®. Is a Certified Financial Planner™ Professional at Kehoe Financial Advisors => Certified Financial Planner |
2019-10-29 |
insert person Charles Seely |
2019-05-26 |
delete person Lawrence R. Blundred |
2018-12-11 |
update person_title Bonnie Henry: null => Associate; Client Support |
2018-01-18 |
update person_title Lawrence R. Blundred: Partner => Planner |
2018-01-18 |
update person_title Lisa Baab: null => Paraplanner |