| Date | Description |
|---|
| 2023-01-14 |
insert person Scott Berryman |
| 2022-12-13 |
update person_title Patrick Sittner: Portfolio Strategist => Director, Portfolio Strategy |
| 2022-11-12 |
insert chiefstrategyofficer Burt White |
| 2022-11-12 |
delete person Greg DeGennaro |
| 2022-11-12 |
delete person Ryan Yamada |
| 2022-11-12 |
delete person Scott Budd |
| 2022-11-12 |
insert person Burt White |
| 2022-11-12 |
insert person Ryan Detrick |
| 2022-11-12 |
update person_title Michael Gruidel: Paraplanner => Wealth Planner |
| 2022-10-12 |
delete coo Shane Weaver |
| 2022-10-12 |
delete person Josh Russell |
| 2022-10-12 |
delete person Shane Weaver |
| 2022-09-10 |
delete person Scott Kubie |
| 2022-09-10 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Director, Investment Platform / Research Department; Director, Investment Platform |
| 2022-08-11 |
insert person Meet Brent |
| 2022-08-11 |
insert person Meet Patrick |
| 2022-08-11 |
insert person Meet Sarah |
| 2022-08-11 |
insert person Meet Scott |
| 2022-08-11 |
insert person Scott Budd |
| 2022-08-11 |
update person_title Chris Kolosso: Operations Specialist; Operations Specialist / Advanced Solutions Team => Operations Specialist; Operations Specialist / Investments |
| 2022-08-11 |
update person_title Ryan Yamada: Senior Wealth Planner => Planner |
| 2022-08-11 |
update person_title Shane Weaver: Director of Operations; Director of Operations / Research Department => Director of Operations |
| 2022-08-11 |
update person_title Sonu Varghese: Senior Investment Analyst => Senior Investment Analyst; Senior Investment Analyst / Research Department |
| 2022-07-11 |
delete person Paul Ganow |
| 2022-07-11 |
update person_title Ryan Yamada: Planner => Senior Wealth Planner |
| 2022-07-11 |
update person_title Shane Weaver: Director of Operations => Director of Operations; Director of Operations / Research Department |
| 2022-04-10 |
delete person Vishnu Lekraj |
| 2022-03-09 |
delete person Alyssa Zuck |
| 2022-03-09 |
insert person Forbes Best-in-State |
| 2021-12-08 |
insert coo Shane Weaver |
| 2021-12-08 |
delete person Saumen Chattopadhyay |
| 2021-12-08 |
insert person Paul Ganow |
| 2021-12-08 |
insert person Shane Weaver |
| 2021-12-08 |
update person_description Josh Russell => Josh Russell |
| 2021-12-08 |
update person_title Sonu Varghese: Senior Investment Analyst; Senior Investment Analyst / Research Department => Senior Investment Analyst |
| 2021-09-13 |
delete person Krista Thompson |
| 2021-09-13 |
insert person Patrick Carter |
| 2021-08-12 |
update person_description Sarah Duey => Sarah Duey |
| 2021-07-12 |
delete managingdirector Carson Coaching |
| 2021-07-12 |
delete person Carson Coaching |
| 2021-07-12 |
delete person Chris Oppliger |
| 2021-07-12 |
delete person Jeff Harris |
| 2021-07-12 |
update person_description Jamie Hopkins => Jamie P. Hopkins |
| 2021-07-12 |
update person_title Alyssa Zuck: Trade Operations Analyst => Senior Trade Support Specialist |
| 2021-06-10 |
insert person Greg DeGennaro |
| 2021-04-15 |
insert person Josh Russell |
| 2021-04-15 |
insert person Mike Lawrence |
| 2021-02-20 |
update person_title Vishnu Lekraj: Portfolio Manager for Carson Group; Portfolio Manager => Co - Portfolio Manager; Portfolio Manager for Carson Group |
| 2021-01-20 |
delete otherexecutives Rick Jaster |
| 2021-01-20 |
delete person Alex Blankenburg |
| 2021-01-20 |
delete person Brett Murray |
| 2021-01-20 |
delete person Nick Joyner |
| 2021-01-20 |
delete person Rick Jaster |
| 2021-01-20 |
insert person Sonu Varghese |
| 2021-01-20 |
insert person Vishnu Lekraj |
| 2021-01-20 |
update person_title Patrick Sittner: Portfolio Strategist; Portfolio Strategist / Research Department => Portfolio Strategist |
| 2020-09-29 |
update person_title Brett Murray: Wealth Planning Administrator => Paraplanner; Member of the Advanced Solutions Team |
| 2020-07-22 |
delete person Patrick Carter |
| 2020-07-22 |
update person_description Carson Coaching => Carson Coaching |
| 2020-07-22 |
update person_description Jamie P. Hopkins => Jamie Hopkins |
| 2020-05-22 |
update person_title Alyssa Zuck: Trading Specialist, Registered Rep => Trade Operations Analyst |
| 2020-05-22 |
update person_title Kellie L. Duffy: Senior Trader, Registered Rep => Senior Trade Operations Analyst |
| 2020-03-22 |
update person_title Jeff Harris: Mergers & Acquisitions Analyst => Senior Mergers & Acquisitions Analyst |
| 2020-02-20 |
delete person Russ Van Belle |
| 2020-01-20 |
insert person Michael Gruidel |
| 2019-12-19 |
insert person Russ Van Belle |
| 2019-11-18 |
insert person Drew Reisdorff |
| 2019-11-18 |
insert person Krista Thompson |
| 2019-10-19 |
insert person Beth Schanou |
| 2019-10-19 |
insert person Brett Murray |
| 2019-10-19 |
insert person Kellie L. Duffy |
| 2019-10-19 |
insert person Kevin Zlomke |
| 2019-08-18 |
insert person Alex Blankenburg |
| 2019-08-18 |
insert person Jordan Pieper |
| 2019-08-18 |
insert person Kaleigh Sanders |
| 2019-08-18 |
insert person Matthew (Matt) Smith |
| 2019-08-18 |
update person_title Alyssa Zuck: Trading Specialist => Trading Specialist, Registered Rep |
| 2019-08-18 |
update person_title Jeff Harris: Trading Operations Analyst => Mergers & Acquisitions Analyst |
| 2019-07-19 |
delete ceo Paul West |
| 2019-07-19 |
delete otherexecutives Tyler Schlumpf |
| 2019-07-19 |
delete person Beth Schanou |
| 2019-07-19 |
delete person Nick Guarino |
| 2019-07-19 |
delete person Paul West |
| 2019-07-19 |
delete person Pete Mullen |
| 2019-07-19 |
delete person Tyler Schlumpf |
| 2019-07-19 |
insert person Ryan Yamada |
| 2019-07-19 |
insert person Saumen Chattopadhyay |
| 2019-04-20 |
delete person Bob Wellman |
| 2019-04-20 |
delete person Ron Carson |
| 2019-03-21 |
delete person Scott Ford |
| 2019-03-21 |
update person_title Todd Knott: Director of Trading => Senior Institutional Trader |
| 2019-02-15 |
update person_title Patrick Sittner: Portfolio Consultant / Research Department; Portfolio Consultant => Portfolio Strategist / Research Department |
| 2018-11-28 |
update person_title Jeff Harris: Trading Specialist => Trading Operations Analyst |
| 2018-10-19 |
delete person Rob Furlong |
| 2018-09-17 |
insert ceo Paul West |
| 2018-09-17 |
insert chiefinvestmentofficer Scott Kubie |
| 2018-09-17 |
insert person Alyssa Zuck |
| 2018-09-17 |
insert person Erin Wood |
| 2018-09-17 |
insert person Jeff Harris |
| 2018-09-17 |
insert person Jessica Golson |
| 2018-09-17 |
insert person Nick Guarino |
| 2018-09-17 |
insert person Nick Joyner |
| 2018-09-17 |
insert person Patrick Sittner |
| 2018-09-17 |
insert person Paul West |
| 2018-09-17 |
insert person Pete Mullen |
| 2018-09-17 |
insert person Scott Ford |
| 2018-09-17 |
update person_title Rick Jaster: Director, Systematic Equities; Director, Systematic Equities / Research Department => Director, Systematic Equities |
| 2018-09-17 |
update person_title Scott Kubie: Senior Investment Strategist / Research Department; Senior Investment Strategist => Chief Investment Officer |
| 2018-08-16 |
delete otherexecutives Scott Kubie |
| 2018-08-16 |
insert person Rick Jaster |
| 2018-08-16 |
update person_title Scott Kubie: Senior Investment Strategist; Member of the Investment Committee => Senior Investment Strategist / Research Department; Senior Investment Strategist |
| 2018-06-29 |
delete person Ben Goethel |
| 2018-06-29 |
delete person Kathryn Jerdee |
| 2018-06-29 |
delete person Scott Ford |
| 2018-06-29 |
delete person Tyler Roshong |
| 2018-05-09 |
delete otherexecutives Don Hagan |
| 2018-05-09 |
delete person Don Hagan |
| 2018-05-09 |
update person_title Scott Kubie: Senior Investment Strategist / Research Department; Senior Investment Strategist; Member of the Investment Committee => Senior Investment Strategist; Member of the Investment Committee |
| 2018-03-30 |
delete otherexecutives Mark Lookabill |
| 2018-03-30 |
delete person Mark Lookabill |
| 2018-03-30 |
update person_title Don Hagan: Investment Committee Consultant; Partner at Day Hagan Asset Management; Member of the Investment Committee => Investment Committee Consultant; Partner at Day Hagan Asset Management; Member of the Investment Committee; Investment Committee Consultant / Research Department |
| 2018-03-30 |
update person_title Scott Kubie: Senior Investment Strategist; Member of the Investment Committee => Senior Investment Strategist / Research Department; Senior Investment Strategist; Member of the Investment Committee |
| 2017-10-22 |
insert otherexecutives Scott Kubie |
| 2017-10-22 |
insert person Scott Kubie |
| 2017-09-10 |
update person_title Chris Kolosso: Partner, Senior Wealth Advisor / Operations => Operations Specialist |
| 2017-09-10 |
update person_title Kathryn Jerdee: null => Client Experience & Marketing Coordinator |
| 2017-07-06 |
insert person Patrick Carter |
| 2017-05-20 |
delete otherexecutives Mike Schudel |
| 2017-05-20 |
delete person Mike Schudel |
| 2017-05-20 |
update person_description Ron Carson => Ron Carson |
| 2017-02-06 |
update person_description Jake Bleicher => Jake Bleicher |
| 2017-02-06 |
update person_description Mark Petersen => Mark Petersen |
| 2017-02-06 |
update person_description Mike Schudel => Mike Schudel |
| 2017-01-09 |
insert otherexecutives Brett Carson |
| 2017-01-09 |
insert otherexecutives Rob Furlong |
| 2017-01-09 |
insert person Ben Goethel |
| 2017-01-09 |
insert person Brett Carson |
| 2017-01-09 |
insert person Rob Furlong |