| Date | Description |
|---|
| 2023-05-28 |
delete person Mark Rosenthal |
| 2023-05-28 |
update person_title Megan Benner: Client Services Specialist => Client Services Specialist; Chief Compliance Officer & Client Services Specialist |
| 2022-08-05 |
delete person Mallory Findley |
| 2017-06-18 |
delete person Edward Loring |
| 2016-12-04 |
delete coo Suzanne D'Avino |
| 2016-12-04 |
delete person Suzanne D'Avino |
| 2016-01-13 |
insert otherexecutives John J. Glasheen |
| 2016-01-13 |
insert person John J. Glasheen |
| 2015-12-01 |
delete coo Kristen Niebuhr |
| 2015-12-01 |
delete president Kristen Niebuhr |
| 2015-12-01 |
insert coo Henry Morneault |
| 2015-12-01 |
insert coo Suzanne D'Avino |
| 2015-12-01 |
delete person Jaclyn Cerbone |
| 2015-12-01 |
delete person Kristen Niebuhr |
| 2015-12-01 |
insert person Edward Loring |
| 2015-12-01 |
insert person Henry Morneault |
| 2015-12-01 |
insert person Lauren Lisbon |
| 2015-12-01 |
insert person Suzanne D'Avino |
| 2015-12-01 |
update person_description Andrew Stewart => Andrew Stewart |
| 2015-12-01 |
update person_description Michelle Smith => Michelle Smith |
| 2015-12-01 |
update person_title Michelle Smith: CEO, CDFA™"for over 25 Years, I Have Been Advising High - Net - Worth Clients about All Things Financial => CEO, CDFA |
| 2015-08-09 |
delete person Mark Lingenfelter |
| 2015-06-13 |
delete person Corinne Smith |
| 2015-06-13 |
delete person Rochell McMillian |
| 2015-06-13 |
insert person Sarah Bulicek |
| 2014-11-19 |
update person_description Andrew Stewart => Andrew Stewart |
| 2014-11-19 |
update person_description Kristen Niebuhr => Kristen Niebuhr |
| 2014-11-19 |
update person_description Mark Lingenfelter => Mark Lingenfelter |
| 2014-11-19 |
update person_description Rochell McMillian => Rochell McMillian |
| 2014-11-19 |
update person_title Andrew Stewart: AVP, Wealth Management => Managing Director, Investment |