Date | Description |
2021-10-01 |
insert person Ryan Waggoner |
2021-02-17 |
insert person KEVIN BROAD-WHITE |
2020-04-05 |
insert person HALEY JOHNSTON |
2020-04-05 |
insert person SAJATTA WRIGHT |
2020-01-03 |
insert person MISSY JENSEN |
2019-12-04 |
update person_description LISA VINSON => LISA VINSON |
2019-12-04 |
update person_title JESSICA ROACH: Client Service Representative => Senior Staff Financial Planner |
2019-11-04 |
delete person KARISSA LABENZ |
2019-08-05 |
update person_description Nicole Thieme => Nicole Thieme |
2019-08-05 |
update person_title Alex Martin: Associate; Client Service Representative => Associate; FPQP™, Client Service Representative |
2019-08-05 |
update person_title Nicole Thieme: Associate; Client Service Representative => Associate; FPQP™, Client Service Representative |
2019-08-05 |
update person_title Samantha Schnurr: Associate; Client Service Representative => Associate; FPQP™, Client Service Representative |
2019-05-04 |
delete person Nicole Gatchel |
2019-05-04 |
insert person Karissa Labenz |
2019-02-22 |
delete person Joy Sanders |
2019-02-22 |
update person_description Kevin Chandler => Kevin Chandler |
2019-01-04 |
update person_title Chloe Blythe: Associate => Associate; Certified Financial Planner |
2018-09-14 |
delete person Nicole Allison |
2018-09-14 |
insert person Nicole Thieme |
2018-09-14 |
insert person Samantha Schnurr |
2018-09-14 |
update person_title Alex Martin: Associate; Client Service Specialist => Associate; Client Service Representative |
2018-09-14 |
update person_title Jessica Roach: Associate; Senior Paraplanner => Associate; Client Service Representative |
2018-09-14 |
update person_title Nicole Gatchel: Associate; Asset Management Specialist => Associate; Client Service Representative |
2017-08-23 |
delete person Ross Causley |
2017-04-05 |
insert person Nicole Allison |
2017-04-05 |
update person_description Alex Martin => Alex Martin |
2017-02-08 |
delete person Becky Chase |
2017-02-08 |
delete person Kacie Wright |
2017-02-08 |
insert person Lisa Vinson |
2016-09-18 |
delete person Chloe Inskeep |
2016-09-18 |
insert person Chloe Blythe |
2016-07-20 |
insert person Kacie Wright |
2016-06-22 |
delete person Autumn Ferguson |
2016-06-22 |
delete person Patricia Reed |
2016-06-22 |
insert person Alex Martin |
2015-09-01 |
insert person Autumn Ferguson |
2015-02-09 |
update person_title Chloe Inskeep: Associate; Para - Planner => Associate |
2014-11-09 |
insert person Alex Bunyan |
2014-07-27 |
update person_title Kevin Chandler: Associate; Relationship Manager => Associate |