| Date | Description |
|---|
| 2024-05-25 |
delete managingdirector Craig M. Greenway |
| 2024-05-25 |
insert otherexecutives Tyler Floyd |
| 2024-05-25 |
delete person Emerald Ward |
| 2024-05-25 |
delete person Tre-Reginal Turner |
| 2024-05-25 |
delete source_ip 172.67.195.156 |
| 2024-05-25 |
delete source_ip 104.21.44.53 |
| 2024-05-25 |
insert person Christopher Episcopo |
| 2024-05-25 |
insert person Corey Orthengren |
| 2024-05-25 |
insert person Jay Dunning |
| 2024-05-25 |
insert person Jennifer Kunhardt |
| 2024-05-25 |
insert person Kyler Hogan |
| 2024-05-25 |
insert person LaShell Robbins |
| 2024-05-25 |
insert person Maxim Jostrand |
| 2024-05-25 |
insert source_ip 141.193.213.11 |
| 2024-05-25 |
insert source_ip 141.193.213.10 |
| 2024-05-25 |
update person_title Andrea Gilmore: Associate Financial Planner => Financial Planner |
| 2024-05-25 |
update person_title Angelica Lopez: Assistant Controller => Controller |
| 2024-05-25 |
update person_title Craig M. Greenway: Managing Director; PFS, CFP®, CGMA => PFS, CFP®, CGMA |
| 2024-05-25 |
update person_title Crystal L. Billing: Wealth Advisor, Chief Compliance Officer & Stakeholder => Senior Wealth Advisor, Chief Compliance Officer & Stakeholder |
| 2024-05-25 |
update person_title Milan Patel: Alternative Investments Associate => Senior Alternative Investments Associate |
| 2024-05-25 |
update person_title Tyler Floyd: Wealth Advisor & Stakeholder => Director |
| 2023-08-27 |
delete chiefinvestmentofficer Garrett Cayet |
| 2023-08-27 |
delete coo Melissa Hawkins |
| 2023-08-27 |
delete person Aly Molubhoy |
| 2023-08-27 |
delete person Andrea Corkovic |
| 2023-08-27 |
delete person Terry Hardin |
| 2023-08-27 |
insert person Andrea Gilmore |
| 2023-08-27 |
update founded_year 1992 => 2002 |
| 2023-08-27 |
update person_description Devin DeLapp => Devin DeLapp |
| 2023-08-27 |
update person_title Crystal L. Billing: Wealth Advisor & Chief Compliance Officer => Wealth Advisor, Chief Compliance Officer & Stakeholder |
| 2023-08-27 |
update person_title Devin DeLapp: Wealth Advisor => Founding Partners; Wealth Advisor & Stakeholder |
| 2023-08-27 |
update person_title Garrett Cayet: Chief Investment Officer => Chief Investment Officer & Stakeholder |
| 2023-08-27 |
update person_title Melissa Hawkins: Director of Operations => Director of Operations & Stakeholder |
| 2023-08-27 |
update person_title Nick Gaumer: Manager of Trading => Manager of Trading & Stakeholder |
| 2023-08-27 |
update person_title Shannon Pope: Associate Financial Planner; Manager of Financial Planning => Manager of Financial Planning & Stakeholder; Associate Financial Planner |
| 2023-08-27 |
update person_title Tyler Floyd: Wealth Advisor => Wealth Advisor & Stakeholder |
| 2023-03-31 |
delete person Ricardo Medina |
| 2023-03-31 |
insert management_pages_linkeddomain cftexas.org |
| 2023-03-31 |
insert person Griffon Rubin |
| 2023-03-31 |
insert person Tyler Young |
| 2023-03-31 |
update person_title Katie Criswell: Receptionist => Client Service Coordinator |
| 2023-03-31 |
update person_title Michael Cowles: Associate Wealth Advisor => Wealth Advisor |
| 2023-03-31 |
update person_title Nick Gaumer: Manager of Trading & Compliance => Manager of Trading |
| 2023-03-31 |
update person_title Stephanie Criswell: Client Service Coordinator => Client Service Associate |
| 2023-01-08 |
delete person Carter Brown |
| 2023-01-08 |
delete person David Swearingen |
| 2023-01-08 |
delete person Victoria F. Hubbard |
| 2023-01-08 |
insert person Avery Klatsky |
| 2023-01-08 |
update person_title Devin DeLapp: Associate Wealth Advisor => Wealth Advisor |
| 2023-01-08 |
update person_title Milan Patel: Alternative Investment Coordinator => Alternative Investments Associate |
| 2023-01-08 |
update person_title Pamela K. Kelley: Operations Team Lead => Operations Manager |
| 2023-01-08 |
update person_title Tracy T. Luu: Client Service Team Lead => Client Service Manager |
| 2022-11-03 |
delete person Chase Corallo |
| 2022-11-03 |
update person_description Aly Molubhoy => Aly Molubhoy |
| 2022-11-03 |
update person_description Barry L. Evans => Barry L. Evans |
| 2022-11-03 |
update person_description Cameron Leavell => Cameron Leavell |
| 2022-11-03 |
update person_description Chase Thomas => Chase Thomas |
| 2022-11-03 |
update person_description Crystal L. Billing => Crystal L. Billing |
| 2022-11-03 |
update person_description David P. Gamble => David P. Gamble |
| 2022-11-03 |
update person_description David Swearingen => David Swearingen |
| 2022-11-03 |
update person_description Devin DeLapp => Devin DeLapp |
| 2022-11-03 |
update person_description Garrett Cayet => Garrett Cayet |
| 2022-11-03 |
update person_description Kevin W. Margolis => Kevin W. Margolis |
| 2022-11-03 |
update person_description Melissa Hawkins => Melissa Hawkins |
| 2022-11-03 |
update person_description Michael Cowles => Michael Cowles |
| 2022-11-03 |
update person_description Pamela K. Kelley => Pamela K. Kelley |
| 2022-11-03 |
update person_description Shashin G. Shah => Shashin G. Shah |
| 2022-11-03 |
update person_description Taylor Nipp => Taylor Nipp |
| 2022-11-03 |
update person_description Terry Hardin => Terry Hardin |
| 2022-11-03 |
update person_description Tyler Floyd => Tyler Floyd |
| 2022-11-03 |
update person_description Victoria F. Hubbard => Victoria F. Hubbard |
| 2022-11-03 |
update person_title Andrea Corkovic: Financial Planning Analyst => Associate Financial Planner |
| 2022-11-03 |
update person_title Shannon Pope: Manager of Financial Planning / Shannon; Associate Financial Planner => Associate Financial Planner; Manager of Financial Planning |