| Date | Description |
|---|
| 2023-06-24 |
update person_title Matthew Ruch: Client Services Associate => Client Relationship Manager |
| 2023-06-24 |
update person_title Rina Henderson: Customer Relations Manager => Marketing Manager |
| 2023-02-15 |
update person_title Rina Henderson: null => Customer Relations Manager |
| 2023-02-15 |
update person_title Sam Henderson: CEO; Founder; Wealth Advisor => CEO; Founder; Our Founder; Founder & Wealth Advisor |
| 2021-08-17 |
insert ceo Sam Henderson |
| 2021-08-17 |
insert founder Sam Henderson |
| 2021-08-17 |
update person_description Anita Wilson-Cameron => Anita Wilson-Cameron |
| 2021-08-17 |
update person_description Sam Henderson => Sam Henderson |
| 2021-08-17 |
update person_title Sam Henderson: Wealth Advisor => CEO; Founder; Wealth Advisor |
| 2021-01-30 |
insert person Anita Wilson-Cameron |
| 2020-04-20 |
insert personal_emails sa..@lpl.com |
| 2020-04-20 |
update person_description Rina Henderson => Rina Henderson |
| 2020-02-19 |
delete personal_emails sa..@lpl.com |
| 2019-02-08 |
delete person Shannon Blake |
| 2018-12-29 |
insert otherexecutives Rina Henderson |
| 2018-12-29 |
insert person Rina Henderson |
| 2018-12-29 |
insert person Shannon Blake |
| 2018-12-29 |
update person_description Alexandra Chiklakis => Alexandra "Allie" Chiklakis |
| 2018-12-29 |
update person_title Alexandra "Allie" Chiklakis: Insurance Specialist => Wealth Advisor |
| 2018-03-10 |
delete personal_emails do..@lpl.com |
| 2018-03-10 |
delete person Dolores Armbrust |
| 2017-01-09 |
delete personal_emails al..@lpl.com |
| 2017-01-09 |
delete person Alexandra Henderson |
| 2017-01-09 |
insert person Alexandra Chiklakis |
| 2016-01-06 |
insert personal_emails al..@lpl.com |
| 2016-01-06 |
insert person Alexandra Henderson |
| 2016-01-06 |
update person_title Dolores Armbrust: Client Services Coordinator => Administrative Assistant |