| Date | Description |
|---|
| 2023-04-07 |
insert person Fidelity Advisor |
| 2023-04-07 |
update person_title Charles Schwab: News & Media; Certified Financial Planner / Registered Investment Advisor / Financial Advisor; CERTIFIED FINANCIAL PLANNER => News & Media; Advisor; Partner |
| 2023-01-22 |
update person_title Charles Schwab: News & Media; Custodian => News & Media; Certified Financial Planner / Registered Investment Advisor / Financial Advisor; CERTIFIED FINANCIAL PLANNER |
| 2021-09-04 |
insert person Aaron Gillman |
| 2021-09-04 |
insert person Jakub Novak |
| 2021-09-04 |
insert person William Hamm |
| 2021-09-04 |
update person_title Charles Schwab: Certified Financial Planner / Financial Planning => Custodian |
| 2021-07-26 |
delete person Aaron Gillman |
| 2021-07-26 |
delete person Jakub Novak |
| 2021-07-26 |
delete person Joyce Robinson |
| 2021-07-26 |
delete person William Hamm |
| 2021-04-22 |
delete person Noelle Brillembourg |
| 2021-04-22 |
insert person Jakub Novak |
| 2021-04-22 |
update person_title Charles Schwab: CERTIFIED FINANCIAL PLANNER; Financial Advisor Career Center / Financial Planning => Certified Financial Planner / Financial Planning |
| 2021-01-30 |
delete person Violeta Wagner |
| 2021-01-30 |
insert person Noelle Brillembourg |
| 2020-05-14 |
update person_title Charles Schwab: CERTIFIED FINANCIAL PLANNER => CERTIFIED FINANCIAL PLANNER; Financial Advisor Career Center / Financial Planning |
| 2019-07-07 |
insert person Joyce Robinson |
| 2019-06-07 |
delete personal_emails jo..@ulinwealth.com |
| 2019-06-07 |
insert person Violeta Wagner |
| 2019-06-07 |
update person_title Jon W. Ulin: null => CFP®, CEO on the Value of Planning |
| 2019-05-03 |
update person_title Charles Schwab: Broker - Dealers => Broker - Dealers; CERTIFIED FINANCIAL PLANNER |
| 2019-04-03 |
delete personal_emails jo..@lpl.com |
| 2019-04-03 |
insert personal_emails jo..@ulinwealth.com |
| 2018-12-20 |
insert person Marnie Bourne |
| 2018-08-09 |
delete person JD Powers |
| 2018-04-20 |
delete otherexecutives Chris Cokinis |
| 2018-04-20 |
delete person Chris Cokinis |
| 2018-01-07 |
delete person How Lisa |
| 2018-01-07 |
delete person Lisa M. Gabele |
| 2018-01-07 |
insert person Donna Munaco |
| 2017-11-01 |
delete person Joyce Robinson |
| 2017-11-01 |
insert person How Lisa |
| 2017-11-01 |
insert person Lisa M. Gabele |
| 2017-01-23 |
insert otherexecutives Chris Cokinis |
| 2017-01-23 |
delete person John Whisenant |
| 2017-01-23 |
delete person Rosemarie Toole |
| 2017-01-23 |
insert person Chris Cokinis |
| 2015-09-22 |
delete person May Day |
| 2015-09-22 |
update person_description Jon W. Ulin => Jon W. Ulin |
| 2015-05-17 |
insert person May Day |
| 2015-04-19 |
insert person John Whisenant |
| 2015-04-19 |
update person_description Aaron Gillman => Aaron Gillman |
| 2015-04-19 |
update person_description William Hamm => William Hamm |
| 2014-09-29 |
delete person Rosmarie Toole |
| 2014-09-29 |
update person_description Jon W. Ulin => Jon W. Ulin |
| 2014-07-17 |
delete person May Day |
| 2014-06-10 |
delete person Leslie Vigel |
| 2014-06-10 |
insert person May Day |