| Date | Description |
|---|
| 2023-06-16 |
update person_description Kristina Shamonina => Kristina Shamonina |
| 2023-06-16 |
update person_description Lucy Foerster => Lucy Foerster |
| 2023-06-16 |
update person_description Ryan Diaz => Ryan Diaz |
| 2023-06-16 |
update person_description Tom Saul => Tom Saul |
| 2023-06-16 |
update person_title Kristina Shamonina: Client Manager; CFP®, Certified Senior Advisor ( CSA ) ® => CFP®, ChFC®, Certified Senior Advisor ( CSA ) ®; Client Manager |
| 2023-06-16 |
update person_title Ryan Diaz: null => Administrative Assistant |
| 2023-05-04 |
insert person Ryan Diaz |
| 2022-04-19 |
delete person Gabriela "Gabby" Russell |
| 2022-04-19 |
delete person Rochelle "Alex" Dallas |
| 2021-07-14 |
delete person Gabriela Grace Peters |
| 2021-06-12 |
update person_description Gabriela "Gabby" Russell => Gabriela "Gabby" Russell |
| 2021-06-12 |
update person_description Margarita Tonkinson => Margarita Tonkinson |
| 2021-06-12 |
update person_title Kristina Shamonina: Client Manager; Advisor => Client Manager; CFP®, Certified Senior Advisor ( CSA ) ® |
| 2021-04-17 |
delete person Gaby "Grace" Peters |
| 2021-04-17 |
insert person Gabriela Grace Peters |
| 2021-04-17 |
update person_description Gabriela "Gabby" Russell => Gabriela "Gabby" Russell |
| 2021-02-22 |
insert person Gaby "Grace" Peters |
| 2021-02-22 |
insert person Lucy Foerster |
| 2021-02-22 |
insert person Rochelle "Alex" Dallas |
| 2021-02-22 |
update person_description Gabriela "Gabby" Russell => Gabriela "Gabby" Russell |
| 2021-02-22 |
update person_description Rick Tonkinson => Rick Tonkinson |
| 2021-02-22 |
update person_description Steven Tonkinson => Steven Tonkinson |
| 2021-02-22 |
update person_description Tom Saul => Tom Saul |
| 2021-02-22 |
update person_title Gabriela "Gabby" Russell: Office Assistant => Project Coordinator |
| 2021-02-22 |
update person_title Tom Saul: Investment Analyst and Co - Portfolio Manager => Advisor and Co - Portfolio Manager |
| 2020-04-22 |
update person_title Tom Saul: Analyst => Investment Analyst and Co - Portfolio Manager |
| 2018-12-12 |
update person_description Steven Tonkinson => Steven Tonkinson |
| 2017-03-08 |
update person_description Gabriela "Gabby" Russell => Gabriela "Gabby" Russell |
| 2017-03-08 |
update person_description Kristina Shamonina => Kristina Shamonina |
| 2017-03-08 |
update person_description Margarita Tonkinson => Margarita Tonkinson |
| 2017-03-08 |
update person_description Rick Tonkinson => Rick Tonkinson |
| 2017-03-08 |
update person_description Tom Saul => Tom Saul |
| 2017-01-20 |
delete person Amalia Ortiz |
| 2017-01-20 |
update person_description Kristina Shamonina => Kristina Shamonina |
| 2017-01-20 |
update person_description Steven Tonkinson => Steven Tonkinson |
| 2015-04-28 |
insert founder Rick Tonkinson |
| 2015-04-28 |
insert president Rick Tonkinson |
| 2015-04-28 |
insert person Amalia Ortiz |
| 2015-04-28 |
update person_description Rick Tonkinson => Rick Tonkinson |
| 2015-04-28 |
update person_title Rick Tonkinson: CERTIFIED FINANCIAL PLANNER™, CLU, MBA / President => Founder; President; CERTIFIED FINANCIAL PLANNER |
| 2014-12-29 |
update person_description Steven Tonkinson => Steven Tonkinson |