| Date | Description |
|---|
| 2023-08-28 |
insert person Flora Mustafaj |
| 2023-04-23 |
delete person Donna Renzulli |
| 2022-05-13 |
delete person Eric Mechler |
| 2022-05-13 |
delete person Jenna R. Sheehy |
| 2022-05-13 |
delete person John Sullivan |
| 2022-05-13 |
delete person Jordan Grabowski |
| 2022-05-13 |
delete person Tony Leone |
| 2022-04-12 |
delete person Rachelle Sevrin |
| 2022-04-12 |
delete person Steve Pawlowski |
| 2022-03-13 |
insert person Sherry Sheng |
| 2022-03-13 |
update person_description Debbie Lister => Debbie Lister |
| 2021-12-11 |
insert person Ashley Lynch |
| 2021-12-11 |
insert person Rachelle Sevrin |
| 2021-09-16 |
delete person Susan Thompson |
| 2021-08-16 |
delete coo Kris Gordon |
| 2021-08-16 |
insert cfo Lee S. Rawiszer |
| 2021-08-16 |
insert coo Trish Boyle |
| 2021-08-16 |
delete person Kris Gordon |
| 2021-08-16 |
insert person Trish Boyle |
| 2021-08-16 |
update person_title Barbara Swain: Director of Marketing and Communications => Executive Assistant to Lee Rawiszer and Paul Volpe; Director of Marketing and Communications |
| 2021-08-16 |
update person_title Donna Renzulli: Director of Investment Operations => Director of Investment Operations; Senior Client Service Administrator |
| 2021-08-16 |
update person_title Lee S. Rawiszer: Managing Principal => Chief Financial Officer; Managing Principal |
| 2021-08-16 |
update person_title Steve Pawlowski: Senior Client Relations Manager => Client Service Administrator |
| 2021-01-22 |
delete person Stephanie Duke |
| 2021-01-22 |
update person_description Jenna Sheehy => Jenna R. Sheehy |
| 2021-01-22 |
update person_description John Sullivan => John Sullivan |
| 2021-01-22 |
update person_description Jordan Grabowski => Jordan Grabowski |
| 2021-01-22 |
update person_description Tony Leone => Tony Leone |
| 2021-01-22 |
update person_title John Sullivan: Director of Acquisition Management => Director of Strategic Development |
| 2020-07-17 |
update person_description Eric Mechler => Eric Mechler |
| 2020-07-17 |
update person_description Jordan Grabowski => Jordan Grabowski |
| 2020-07-17 |
update person_title Eric Mechler: Financial Advisor Investment Advisor Representative => Director of Behavioral Finance and Investment Integration |
| 2020-07-17 |
update person_title John Sullivan: Financial Consultant => Director of Acquisition Management |
| 2020-07-17 |
update person_title Jordan Grabowski: Financial Advisor Investment Advisor Representative => Director of Financial Planning |
| 2020-07-17 |
update person_title Justin Belden: Director of Financial Planning => Associate Director of Financial Planning |
| 2020-03-18 |
insert person Eric Mechler |
| 2020-03-18 |
insert person Jenna Sheehy |
| 2020-03-18 |
insert person John Sullivan |
| 2020-03-18 |
insert person Tony Leone |
| 2020-03-18 |
update person_title Jordan Grabowski: Financial Planner Investment Advisor Representative => Financial Advisor Investment Advisor Representative |
| 2020-02-16 |
insert person Jeff Zhang |
| 2020-02-16 |
insert person Xinyi Chen |
| 2019-11-14 |
insert person Justin Belden |
| 2019-09-15 |
insert person Steve Pawlowski |
| 2019-05-10 |
insert person Jim Mitchell |
| 2019-03-10 |
insert person Stephanie Duke |
| 2019-02-04 |
insert person Jordan Grabowski |
| 2018-12-31 |
delete person Le Sherry Sheng |
| 2017-12-14 |
delete managingdirector David I. Bunin |
| 2017-12-14 |
insert coo Kris Gordon |
| 2017-12-14 |
delete person David I. Bunin |
| 2017-12-14 |
delete person Ervin Braun |
| 2017-12-14 |
insert person Traci Saxon |
| 2017-12-14 |
update person_title Kris Gordon: Operations Manager => Director of Operations |
| 2016-09-29 |
delete managingdirector Josh Cohen |
| 2016-09-29 |
delete person Josh Cohen |
| 2016-09-01 |
delete person Gillian Anderson |
| 2016-06-20 |
insert managingdirector Josh Cohen |
| 2016-06-20 |
insert person Josh Cohen |
| 2016-06-20 |
update person_title Richard MacGregor: Certified Financial Planner => Certified Financial Planner; Certified Financial Planner™ CFP Professional |
| 2015-06-03 |
insert managingdirector David I. Bunin |
| 2015-06-03 |
insert person Gillian Anderson |
| 2015-06-03 |
update person_title David I. Bunin: Certified Retirement Planning Counselor; Senior Wealth Advisor => Certified Retirement Planning Counselor; Managing Director |
| 2015-04-02 |
delete managingdirector Joel H. Solomon |
| 2015-04-02 |
delete person Joel H. Solomon |
| 2015-04-02 |
insert person Ervin Braun |
| 2014-04-18 |
insert person Richard MacGregor |