Date | Description |
2024-04-06 |
delete person Gerald (Jerry) E. Feldman |
2024-04-06 |
delete person Sharon Sommer |
2024-04-06 |
insert person Anthony Snyder |
2024-04-06 |
insert person Lisa Jones |
2024-04-06 |
update person_description Aaron A. Leaman => Aaron A. Leaman |
2024-04-06 |
update person_description Michael H. Milarski => Michael H. Milarski |
2024-04-06 |
update person_title Amber Huffman: Administrative Assistant; Admin => Operations Assistant; Admin |
2024-04-06 |
update person_title Christopher Morton: Client Services Specialist II; Admin => Client Services and Onboarding Specialist; Admin |
2023-08-27 |
delete person Kayla M. Perkins |
2023-06-25 |
delete person Miranda Harris |
2023-06-25 |
insert person Christopher Morton |
2023-05-02 |
delete person Davonte Williams |
2023-05-02 |
update person_title Brianna N. Mitchell: Client Service Specialist; Admin; Client Services Specialist Ll => Client Service Specialist; Client Services and Onboarding Specialist; Admin |
2023-05-02 |
update person_title Jacob M. Blair: Senior Client Services Specialist; Admin => Senior Client Services Specialist; Admin; Financial Planning Specialist |
2023-04-01 |
insert person Davonte Williams |
2023-04-01 |
insert person Mitchell Smith |
2023-02-28 |
delete person Emily Duffy |
2023-01-27 |
insert person Amber Huffman |
2023-01-27 |
insert person Gerald (Jerry) E. Feldman |
2023-01-27 |
update person_title Brianna N. Mitchell: Client Service Specialist; Client Services Specialist; Admin => Client Service Specialist; Admin; Client Services Specialist Ll |
2023-01-27 |
update person_title Daniel A. O'Connor: Assistant; Portfolio Manager => Portfolio Manager |
2023-01-27 |
update person_title Garrett J. Frey: Associate; CFP®Associate Advisor; Advisor; Admin => CFP®Associate Advisor, Financial Planning Supervisor; Associate Advisor, Financial Planning Supervisor; Admin |
2023-01-27 |
update person_title Julia M. Cresta: Administrative Assistant; Admin => Operations Specialist; Admin |
2023-01-27 |
update person_title M. Denise Quinn: CFP®Partner; Partner; Admin => CFP®Senior Advisor; Senior Advisor; Admin |
2023-01-27 |
update person_title Scott D. Oehrle: CFP®, CAP®Partner; Admin => Admin; CFP®, CAP®Partner & Senior Advisor |
2022-11-12 |
delete person Alexis V. Juzwick |
2022-11-12 |
delete person Krystal J. Munizza |
2022-11-12 |
insert person Jacob M. Blair |
2022-11-12 |
update person_title Brianna N. Mitchell: Client Service Specialist; Admin => Client Service Specialist; Client Services Specialist; Admin |
2022-11-12 |
update person_title Daniel A. O'Connor: Associate Portfolio Manager => Assistant; Portfolio Manager |
2022-11-12 |
update person_title Emily Duffy: Client Service Specialist; Admin => Client Services Specialist; Admin |
2022-08-02 |
insert person Emily Duffy |
2022-08-02 |
update person_title Alexis Juzwick FPQP: Financial Planning Specialist => Financial Planning Specialist Ll |
2022-08-02 |
update person_title Alexis V. Juzwick: FPQP®Financial Planning Specialist; Admin => FPQP®Financial Planning Specialist Ll; Admin |
2022-03-29 |
delete person Nina M. Russo |
2022-03-29 |
delete person Sara M. Schindler |
2022-03-29 |
insert person Garrett J. Frey |
2022-03-29 |
update person_title Kayla M. Perkins: Client Service Specialist; Admin => Admin; Lead Client Services Specialist |
2022-02-10 |
insert person Brianna N. Mitchell |
2022-02-10 |
insert person Jackie Martin |
2022-02-10 |
insert person Julia Cresta |
2022-02-10 |
insert person Kayla Perkins |
2021-09-02 |
delete person Lindsay S. Mirarchi |
2021-09-02 |
delete person Robin E. Schmeider |
2021-09-02 |
insert person Alexis Juzwick FPQP |
2021-09-02 |
insert person Daniel A. O'Connor |
2021-09-02 |
insert person Julia T. Kramer |
2021-09-02 |
update person_title Alexis V. Juzwick: Admin; Financial Planning Specialist => FPQP®Financial Planning Specialist; Admin |
2020-10-05 |
delete person Matthew D. Pagnotta |
2020-10-05 |
insert person Alexis Juzwick |
2020-10-05 |
update person_title Krystal Munizza: Client Relationship Specialist; Admin => Admin; Marketing Specialist |
2020-01-30 |
delete person Krystal J. Smallis |
2020-01-30 |
insert person Krystal Munizza |
2020-01-30 |
update person_description Michael H. Milarski => Michael M. Milarski |
2020-01-30 |
update person_description Scott E. Tobe => Scott E. Tobe |
2020-01-30 |
update person_description Serina R. Green => Serina R. Green |
2020-01-30 |
update person_description Seth C. Dresbold => Seth C. Dresbold |
2019-09-23 |
update person_description Marc L. Tannenbaum => Marc L. Tannenbaum |
2019-09-23 |
update person_description Serina Green => Serina Green |
2019-07-25 |
update person_description Deborah F. Graver => Deborah F. Graver |
2018-02-03 |
delete person Courtney N. Albitz |
2018-02-03 |
insert person Krystal J. Smallis |
2017-07-15 |
delete person Jessica L. Goff |
2017-07-15 |
insert person Lindsay Mirarchi |
2017-07-15 |
insert person Matthew Pagnotta |
2016-06-25 |
delete president Scott E. Tobe |
2016-06-25 |
insert otherexecutives Serina Green |
2016-06-25 |
delete person Cindy Fontanesi |
2016-06-25 |
insert person Courtney N. Albitz |
2016-06-25 |
update person_description Aaron A. Leaman => Aaron A. Leaman |
2016-06-25 |
update person_description Deborah F. Graver => Deborah F. Graver |
2016-06-25 |
update person_description Jessica Goff => Jessica L. Goff |
2016-06-25 |
update person_description Marc L. Tannenbaum => Marc L. Tannenbaum |
2016-06-25 |
update person_description Michael H. Milarski => Michael H. Milarski |
2016-06-25 |
update person_description Scott E. Tobe => Scott E. Tobe |
2016-06-25 |
update person_description Serina Green => Serina Green |
2016-06-25 |
update person_description Seth C. Dresbold => Seth C. Dresbold |
2016-06-25 |
update person_description Stephen Tobe => Stephen Tobe |
2016-06-25 |
update person_title Jessica L. Goff: Financial Analyst; Financial Analyst for Signature Financial Planning => Investment & Wealth Planning Strategist; Investment & Wealth Planning Strategist Learn More about Jessica; Planning in 2014 As a Financial Analyst |
2016-06-25 |
update person_title Michael H. Milarski: Advisor; Partner => Partner & Senior Advisor Learn More about Michael; Advisor |
2016-06-25 |
update person_title Scott E. Tobe: President and Managing Partner of Signature Financial Planning; Advisor; President; Chairman of the Israel and World Jewry Commission at the Jewish Federation of Greater Pittsburgh; Senior Member of the Board of Advisers; Managing Partner => President and Managing Partner of Signature Financial Planning; Principal; Advisor; Managing Partner |
2016-06-25 |
update person_title Serina Green: Signature 's Client Services Manager; Administration; Client Services Manager => Planning in 2014 As a Client Services Manager; Administration; Director of Client Services |
2015-03-26 |
update person_description Scott E. Tobe => Scott E. Tobe |
2015-02-19 |
insert person Deborah F. Graver |
2014-09-23 |
delete person Kimberly Minor |
2014-09-23 |
insert person Jessica Goff |
2014-09-23 |
update person_title Michael H. Milarski: Senior Financial Advisor; Advisor => Advisor; Partner |
2014-08-14 |
update person_description Kimberly Minor => Kimberly Minor |
2014-08-14 |
update person_title Kimberly Minor: Administration; Office Manager & Senior Client Specialist => Administration |
2014-06-24 |
update person_description Cindy Fontanesi => Cindy Fontanesi |
2014-05-09 |
update person_description Marc L. Tannenbaum => Marc L. Tannenbaum |