FLINN WEALTH ADVISORY GROUP - History of Changes


DateDescription
2023-03-30 delete personal_emails br..@cibc.ca
2023-03-30 delete personal_emails ch..@cibc.ca
2023-03-30 insert personal_emails br..@cibc.com
2023-03-30 insert personal_emails la..@cibc.com
2023-03-30 insert person Laurene Landry
2023-03-30 update person_description Brit Flinn => Brit Flinn
2023-03-30 update person_description Gregory Flinn => Gregory Flinn
2023-03-30 update person_title Bruce Flinn: Associate; Investment Advisor => Associate Wealth Advisor
2022-02-16 delete vp Bruce Morrison
2022-02-16 delete vp Gregory Flinn
2022-02-16 update person_description Brit Flinn => Brit Flinn
2022-02-16 update person_description Gregory Flinn => Gregory Flinn
2022-02-16 update person_title Brit Flinn: Administrative Assistant => Client Associate
2022-02-16 update person_title Bruce Flinn: Investment Advisor => Associate; Investment Advisor
2022-02-16 update person_title Bruce Morrison: First Vice - President / Estate Planning Specialist; First Vice - President => Estate Planning Specialist
2022-02-16 update person_title Gregory Flinn: Vice - President; Investment Advisor => Senior Wealth Advisor
2021-07-04 delete personal_emails br..@cibc.ca
2021-07-04 insert personal_emails br..@cibc.com