| Date | Description |
|---|
| 2024-04-08 |
delete person Abby Hurych |
| 2023-06-21 |
insert person Josh Ripperger |
| 2023-06-21 |
update person_title Samantha Whitten: Client Liaison and Office Manager => Registered Principal, Executive Manager |
| 2023-06-21 |
update person_title Tony G. Arnold: Investment Advisor => Investment Advisor; Representative |
| 2022-04-29 |
insert person Donavan Ray |
| 2022-04-29 |
insert person Lauren Gruen |
| 2022-04-29 |
insert person Zach Buchheit |
| 2021-09-01 |
delete person Elizabeth Ganley |
| 2021-09-01 |
delete person Nicholas Goeke |
| 2021-04-23 |
delete otherexecutives Billie Austin |
| 2021-04-23 |
delete person Billie Austin |
| 2021-04-23 |
delete person Madalyn Cagle |
| 2021-01-31 |
insert person Elizabeth Ganley |
| 2021-01-31 |
update person_title Alex King: Operations Specialist => Client Service Specialist |
| 2021-01-31 |
update person_title Samantha Whitten: Client Liaison and Marketing Coordinator => Client Liaison and Office Manager |
| 2020-07-11 |
update person_description Billie Austin => Billie Austin |
| 2020-02-05 |
insert person Nicholas Goeke |
| 2019-12-05 |
insert person Madalyn Cagle |
| 2019-08-23 |
insert otherexecutives Billie Austin |
| 2019-08-23 |
insert person Alex King |
| 2019-08-23 |
update person_title Billie Austin: Operations Manager => Director of Client Services |
| 2019-08-23 |
update person_title Samantha Whitten: Client and Marketing Liaison => Client Liaison and Marketing Coordinator |
| 2019-05-22 |
delete cfo Jaret Perryman |
| 2019-05-22 |
delete person Jaret Perryman |
| 2018-02-24 |
delete person Jeanne Brown |
| 2017-11-30 |
insert cfo Jaret Perryman |
| 2017-11-30 |
delete person Kerry Haas |
| 2017-11-30 |
insert person Jaret Perryman |
| 2017-11-30 |
insert person Jeanne Brown |
| 2017-11-30 |
insert person Samantha Whitten |
| 2017-11-30 |
update person_description Billie Austin => Billie Austin |
| 2017-11-30 |
update person_title Billie Austin: Service Associate; Administrative Assistant => Operations Manager |
| 2017-11-30 |
update person_title Catherine Serati: Service Associate; Operations Manager => Controller; Office Manager |
| 2017-11-30 |
update person_title Rabona Frye: Firm Partner; Registered Representative and Certified Financial Planner => Investment Advisor and Certified Financial Planner ( CFP ) |
| 2016-05-18 |
delete person Allen Blomenkamp |
| 2016-05-18 |
delete person Nancy Miriani |
| 2015-03-13 |
insert person Allen Blomenkamp |
| 2015-03-13 |
insert person Kerry Haas |
| 2015-03-13 |
insert person Nancy Miriani |
| 2015-03-13 |
insert person Robert Kulikowski |
| 2015-03-13 |
insert person Tony G. Arnold |
| 2015-03-13 |
update person_description Lee Neumann => Lee Neumann |