| Date | Description |
|---|
| 2021-09-10 |
insert person Mya Lopez |
| 2021-01-24 |
update person_title Tim Vizzi: Wealth Manager => Relationship Manager |
| 2020-05-17 |
insert person Tim Vizzi |
| 2020-05-17 |
update person_title Michelle Vizzi-Taylor: Senior Financial Advisor; Senior Financial Advisor at South Coast Investment Advisors, LLC; Independent Registered Representative => Senior Wealth Manager; Wealth Manager |
| 2020-03-17 |
update person_title Chris Vizzi: Partner and Co - Founder of South Coast Investment; Co - Founder; Founder and Partner With South Coast Investment Advisors, LLC; Partner => Partner and Co - Founder of South Coast Investment; Co - Founder; Certified Financial Planner; Partner |
| 2019-12-12 |
delete ceo Joseph D. Margolis |
| 2019-12-12 |
delete person Joseph D. Margolis |
| 2019-11-12 |
insert ceo Joseph D. Margolis |
| 2019-11-12 |
insert person Joseph D. Margolis |
| 2018-10-02 |
delete person Darren Crume |
| 2017-07-03 |
update person_title Chris Vizzi: Partner and Co - Founder of South Coast Investment; Co - Founder; Strategic Storage Growth Trust Announces 15.0% Increase in Share Price; Founder and Partner With South Coast Investment Advisors, LLC; Partner => Partner and Co - Founder of South Coast Investment; Co - Founder; Founder and Partner With South Coast Investment Advisors, LLC; Partner |
| 2017-05-16 |
update person_title Chris Vizzi: Partner and Co - Founder of South Coast Investment; Co - Founder; Founder and Partner With South Coast Investment Advisors, LLC; Partner => Partner and Co - Founder of South Coast Investment; Co - Founder; Strategic Storage Growth Trust Announces 15.0% Increase in Share Price; Founder and Partner With South Coast Investment Advisors, LLC; Partner |
| 2016-04-19 |
insert person Darren Crume |
| 2016-04-19 |
update person_title Chris Vizzi: Partner and Co - Founder of South Coast Investment; Co - Founder; Market Rout Rattles Investor Confidence; Founder and Partner With South Coast Investment Advisors, LLC; Partner => Partner and Co - Founder of South Coast Investment; Co - Founder; Founder and Partner With South Coast Investment Advisors, LLC; Partner |
| 2015-09-27 |
delete person John Leonard |
| 2015-08-30 |
insert person John Leonard |
| 2015-08-30 |
update person_title Chris Vizzi: Partner and Co - Founder of South Coast Investment; Co - Founder; Founder and Partner With South Coast Investment Advisors, LLC; Partner => Partner and Co - Founder of South Coast Investment; Co - Founder; Founder and Partner With South Coast Investment Advisors, LLC; Market Rout Rattles Investor Confidence; Partner |
| 2015-06-28 |
update person_description Kelly Clyde => Kelly H. Clyde |
| 2015-06-28 |
update person_title Chris Vizzi: Partner and Co - Founder of South Coast Investment; Co - Founder; Partner; Partner and Co - Founder of South Coast Investment Advisors, LLC => Partner and Co - Founder of South Coast Investment; Co - Founder; Founder and Partner With South Coast Investment Advisors, LLC; Partner |
| 2015-05-29 |
insert person Megan Proulx |
| 2015-05-29 |
update person_description Chris Vizzi => Chris Vizzi |
| 2015-05-01 |
insert person Michelle Vizzi-Taylor |
| 2015-04-03 |
delete person Jeff Fisher |
| 2015-04-03 |
delete person MICHELLE VIZZI-TAYLOR |