| Date | Description |
|---|
| 2024-04-04 |
insert person Kim Carr |
| 2023-02-22 |
insert person Brandon Steinhagen |
| 2023-02-22 |
update person_description Colleen Novak => Colleen Novak |
| 2022-12-30 |
update person_description Colleen Novak => Colleen Novak |
| 2022-12-30 |
update person_description Tarra Pease => Tarra Pease |
| 2022-11-17 |
delete person Colleen Lazar |
| 2022-11-17 |
delete person Ryan Dobroka |
| 2022-11-17 |
insert person Colleen Novak |
| 2022-11-17 |
update person_title Tarra Pease: Operations Associate => Operations Associate; Operations Manager |
| 2022-03-26 |
update person_description Colleen Lazar => Colleen Lazar |
| 2022-03-26 |
update person_description Tarra Pease => Tarra Pease |
| 2022-02-05 |
update person_description Colleen Lazar => Colleen Lazar |
| 2022-02-05 |
update person_description Tarra Pease => Tarra Pease |
| 2021-09-24 |
update person_title Ryan Dobroka: Associate Wealth Advisor With => Wealth Advisor With |
| 2021-08-24 |
insert person Colleen Lazar |
| 2021-08-24 |
update person_description Tarra Pease => Tarra Pease |
| 2021-08-24 |
update person_title Tarra Pease: Client Services Associate and HR Coordinator => Operations Associate |
| 2021-04-21 |
delete person Jennifer Gaukin |
| 2019-04-16 |
delete person Amanda Mahoney |
| 2019-04-16 |
insert person Tarra Pease |
| 2018-08-19 |
update person_title Amanda Mahoney: Client Services Coordinator; Administrative Assistant => Client Services Coordinator; Administrative Associate Client Services; Administrative Assistant |
| 2018-07-11 |
insert person Jennifer Gaukin |
| 2018-07-11 |
update person_title Ryan Dobroka: Director of Operations - Associate Wealth Advisor => Associate Wealth Advisor With |
| 2018-05-22 |
delete coo Ryan Dobroka |
| 2018-05-22 |
insert person Amanda Mahoney |
| 2018-05-22 |
update person_title Ryan Dobroka: Director of Operations => Director of Operations - Associate Wealth Advisor |
| 2018-04-03 |
delete person Kimberly A. Florcosky |
| 2017-02-12 |
update person_description Ryan Dobroka => Ryan Dobroka |
| 2017-01-13 |
delete otherexecutives Gabrielle Oelbracht |
| 2017-01-13 |
delete person Gabrielle Oelbracht |
| 2017-01-13 |
insert person Kimberly Florcosky |
| 2016-09-18 |
insert coo Ryan Dobroka |
| 2016-09-18 |
insert otherexecutives Gabrielle Oelbracht |
| 2016-09-18 |
delete person Ann Escandon |
| 2016-09-18 |
insert person Gabrielle Oelbracht |
| 2016-09-18 |
update person_description Ryan Dobroka => Ryan Dobroka |
| 2016-09-18 |
update person_title Ryan Dobroka: Associate; Associate With => Director of Operations; Associate With |
| 2015-06-23 |
delete person Danielle Kolesar |
| 2015-06-23 |
insert person Ryan Dobroka |
| 2014-08-25 |
delete person Rhonda Hill |
| 2014-08-25 |
insert person Danielle Kolesar |
| 2014-08-25 |
update person_title Ann Escandon: LPL Client Services Director, LPL Registered Administrative Associate => Client Services Director, LPL Registered Administrative Associate |