| Date | Description |
|---|
| 2025-05-17 |
insert chiefinvestmentofficer Phon Vilayoune |
| 2025-05-17 |
delete person Alyssa Avila |
| 2025-05-17 |
delete person Freddie Zavala |
| 2025-05-17 |
insert person Julie Martin |
| 2025-05-17 |
insert person Phon Vilayoune |
| 2025-05-17 |
insert person Sherry Neeley |
| 2025-05-17 |
insert person Thomas Kerney |
| 2025-05-17 |
insert person Yazmeen Tovar |
| 2025-01-09 |
insert person C. Brieanna Mason |
| 2025-01-09 |
update person_description Brie Mason => Brie Mason |
| 2025-01-09 |
update person_description Jared Elson => Jared Elson |
| 2025-01-09 |
update person_description Lynda Varada => Lynda Varada |
| 2025-01-09 |
update person_title James P. Bergis: Founder; Advisor; Chartered Retirement Planning Counselor => Founder; Advisor |
| 2023-06-26 |
delete person Josh Bravo |
| 2021-01-14 |
insert coo Lynda Varada |
| 2021-01-14 |
update person_description C. Brieanna Mason => C. Brieanna Mason |
| 2021-01-14 |
update person_title Lynda Varada: Workshop and Events Administrator => Workshop and Events Administrator; Director of Operations |
| 2019-09-12 |
update person_title Jason Kurchner: Founder and CEO of Sage Consulting; Tax Minimization Specialist => Founder and CEO of Sage Consulting; Tax Minimization Specialist; CFP Tax Minimization Specialist |
| 2019-08-13 |
insert person Jason Kurchner |
| 2017-09-04 |
delete person Daniel Slocum |
| 2017-09-04 |
delete person Hillary Conlin |
| 2017-09-04 |
update person_title Lynda Varada: Workshop Administrator / Client Relations Associate => Workshop & Events Administrator |
| 2017-07-01 |
delete person Lindsey Barger |
| 2017-07-01 |
delete person Tori Stefani |
| 2017-07-01 |
insert person Lynda Varada |
| 2017-07-01 |
update person_description C. Brieanna Mason => C. Brieanna Mason |
| 2017-07-01 |
update person_title C. Brieanna Mason: Director of Operations => Chief Operating Officer |
| 2016-12-07 |
delete person Angela Demont |
| 2016-12-07 |
delete person Valerie Kemp |
| 2016-11-09 |
insert coo C. Brieanna Mason |
| 2016-11-09 |
update person_title C. Brieanna Mason: Director of Operations & Associate Advisor => Director of Operations |
| 2016-11-09 |
update person_title Daniel Slocum: Associate; Service Advisor; Advisor => Service Advisor; Analyst |
| 2016-11-09 |
update person_title Valerie Kemp: Marketing, Client Relations, Associate Advisor => Marketing, Client Relations |
| 2016-10-12 |
insert president Don B. Bergis |
| 2016-10-12 |
update person_description Don B. Bergis => Don B. Bergis |
| 2016-10-12 |
update person_title Don B. Bergis: Planning Professionals; Member of the Regent Wealth Management Team; Founder; Partner => Planning Professionals; Member of the Regent Wealth Management Team; Founder; President; Partner |
| 2016-09-13 |
delete person Judy Haun |
| 2016-09-13 |
update person_description C. Brieanna Mason => C. Brieanna Mason |
| 2016-09-13 |
update person_description Don B. Bergis => Don B. Bergis |
| 2016-09-13 |
update person_description Freddie Zagala => Freddie Zagala |
| 2016-09-13 |
update person_description Tori Stefani => Tori Stefani |
| 2016-07-19 |
insert person Angela Demont |
| 2016-07-19 |
insert person Daniel Slocum |
| 2016-07-19 |
insert person Freddie Zagala |
| 2016-07-19 |
insert person Hillary Conlin |
| 2016-07-19 |
insert person Lindsey Barger |
| 2016-07-19 |
update person_description James Bergis => James Bergis |
| 2016-07-19 |
update person_description Judy Haun => Judy Haun |
| 2016-07-19 |
update person_description Tori Stefani => Tori Stefani |
| 2016-06-07 |
delete person Sienna Cazares |
| 2016-03-25 |
update person_description Sienna Cazares => Sienna Cazares |
| 2016-03-25 |
update person_description Tori Stefani => Tori Stefani |
| 2016-03-25 |
update person_title Jared M. Elson: Member of the Regent Wealth Management Team; Investment Advisor; Partner => Member of the Regent Wealth Management Team; Investment Advisor; Partner; Managing Partner |
| 2016-03-25 |
update person_title Judy Haun: Direct Marketing Manager / Operations Coordinator; Member of the Regent Wealth Management Team => Direct Marketing Manager; Member of the Regent Wealth Management Team |
| 2016-03-25 |
update person_title Valerie Kemp: Director of Client Relationships => Member of the Regent Wealth Management Team; Marketing, Client Relations, Associate Advisor |
| 2016-02-13 |
delete person Drew Bogue |
| 2016-02-13 |
update person_title Tori Stefani: Office Manager => Office Manager / First Impressions |
| 2016-01-16 |
insert person Sienna Cazares |
| 2016-01-16 |
insert person Tori Stefani |
| 2016-01-16 |
update person_description Valerie Kemp => Valerie Kemp |
| 2016-01-16 |
update person_title C. Brieanna Mason: null => Director of Operations & Associate Advisor |
| 2015-05-25 |
update person_title Drew Bogue: Financial Analyst; Member of the Regent Wealth Management Team => Associate; Member of the Regent Wealth Management Team; Financial Advisor |
| 2014-02-06 |
delete person Ann Ramos |
| 2014-02-06 |
insert person Brieanna Mason |