| Date | Description |
|---|
| 2025-05-11 |
delete founder Jimmy Kull |
| 2025-05-11 |
delete managingdirector Jimmy Kull |
| 2025-05-11 |
delete otherexecutives Ai Vee McAninch |
| 2025-05-11 |
delete otherexecutives Brandon Ratzlaff |
| 2025-05-11 |
delete otherexecutives Scott Boyd |
| 2025-05-11 |
delete svp Adrianne Sifuentes |
| 2025-05-11 |
delete person Adrianne Sifuentes |
| 2025-05-11 |
delete person Ai Vee McAninch |
| 2025-05-11 |
delete person Brandon Ratzlaff |
| 2025-05-11 |
delete person Jimmy Kull |
| 2025-05-11 |
delete person Scott Boyd |
| 2025-04-10 |
delete person Katy Ficken |
| 2025-03-10 |
delete person Lauren Greer |
| 2025-01-05 |
update person_title Carol Garza: Senior Bookkeeper => Senior Accounting Clerk |
| 2025-01-05 |
update person_title Carson Wright: Senior Financial Planning Analyst => Associate Wealth Advisor |
| 2025-01-05 |
update person_title Jessica Shelley: Bookkeeper => Accounting Clerk |
| 2025-01-05 |
update person_title Lauren Greer: Financial Planning Analyst => Senior Financial Planning Analyst |
| 2025-01-05 |
update person_title Maria Monroy: Accounting Bookkeeper => Accounting Analyst |
| 2025-01-05 |
update person_title Marissa Garcia: Intermediate Family Office Accountant => Senior Accountant |
| 2025-01-05 |
update person_title Mary Mauldin: Staff Accountant => Intermediate Accountant |
| 2025-01-05 |
update person_title Meredith Cecil: Financial Planning Analyst => Senior Financial Planning Analyst |
| 2024-09-02 |
insert person Olivia Shea |
| 2024-05-30 |
delete person Melanie Lott |
| 2024-05-30 |
insert person Anna Oboh |
| 2024-05-30 |
update person_title Anna Caulton: Client Service Associate => Senior Client Service Associate |
| 2024-05-30 |
update person_title Carson Wright: Financial Planning Analyst => Senior Financial Planning Analyst |
| 2024-05-30 |
update person_title Jennifer Cook: Associate Wealth Advisor => Wealth Advisor |
| 2024-03-24 |
delete person Laura Smiddy |
| 2024-03-24 |
insert person Maria Monroy |
| 2023-09-09 |
insert person Elanit Edelman |
| 2023-09-09 |
insert person Mary Mauldin |
| 2023-09-09 |
update person_title Marissa Garcia: Family Office Accountant => Intermediate Family Office Accountant |
| 2023-08-07 |
delete person Jennifer Ellis |
| 2023-08-07 |
insert person Meredith Cecil |
| 2023-08-07 |
update person_title Carol Garza: Bookkeeper => Senior Bookkeeper |
| 2023-03-18 |
delete person Alix Newman |
| 2023-03-18 |
insert person Carson Wright |
| 2023-03-18 |
insert person Gretchen Hamilton |
| 2023-03-18 |
insert person Hilary Sunderland |
| 2023-03-18 |
insert person Jennifer Ellis |
| 2023-03-18 |
insert person Jessica Shelley |
| 2023-03-18 |
insert person Laura Smiddy |
| 2023-03-18 |
insert person Lauren Greer |
| 2023-03-18 |
update person_title Hayden DeDear: Family Office Accountant => Senior Family Office Accountant |
| 2022-09-10 |
delete person Mari Kate McLaughlin |
| 2022-07-10 |
delete person Maria Monroy |
| 2022-04-09 |
insert person Alix Newman |
| 2022-04-09 |
insert person Carol Garza |
| 2022-04-09 |
insert person Hayden DeDear |
| 2022-04-09 |
insert person Marissa Garcia |
| 2022-03-10 |
delete svp Ai Vee McAninch |
| 2022-03-10 |
delete vp Adrianne Sifuentes |
| 2022-03-10 |
insert otherexecutives Ai Vee McAninch |
| 2022-03-10 |
insert svp Adrianne Sifuentes |
| 2022-03-10 |
delete person Allie Leary |
| 2022-03-10 |
delete person Brianna Henson |
| 2022-03-10 |
delete person Dimitrian Jimenez |
| 2022-03-10 |
update person_title Adrianne Sifuentes: Vice President => Senior Vice President |
| 2022-03-10 |
update person_title Ai Vee McAninch: Senior Vice President => Director |
| 2022-03-10 |
update person_title Jennifer Cook: Senior Financial Planning Analyst => Associate Wealth Advisor |
| 2021-12-08 |
delete person Katy Ayo |
| 2021-12-08 |
delete person Lola Holt |
| 2021-12-08 |
delete person Mari Kate Northcut |
| 2021-12-08 |
insert person Mari Kate McLaughlin |
| 2021-12-08 |
update person_description Katy Ficken => Katy Ficken |
| 2021-12-08 |
update person_title Katy Ficken: Senior Fund Accountant => Fund Accounting Manager |
| 2021-01-21 |
delete founder William W. Taylor |
| 2021-01-21 |
delete managingdirector William W. Taylor |
| 2021-01-21 |
delete person Alex Nickerson |
| 2021-01-21 |
delete person William W. Taylor |
| 2021-01-21 |
insert person Anna Caulton |
| 2021-01-21 |
insert person Katy Ficken |
| 2021-01-21 |
update person_title JAMES F. KULL: Co - Founder; Managing Director => Founder; Managing Director |
| 2021-01-21 |
update person_title Jennifer Cook: Financial Planning Analyst => Senior Financial Planning Analyst |
| 2021-01-21 |
update person_title Katy Ayo: Fund Accountant => null |
| 2021-01-21 |
update person_title Maria Monroy: Bookkeeper => Family Office Accountant |
| 2021-01-21 |
update person_title Melanie Lott: Client Service Associate => Senior Client Service Associate |
| 2014-08-28 |
delete person Glenda Bianchi |
| 2014-08-28 |
delete person Lola Hodgens |
| 2014-08-28 |
delete person Melanie Lott |