| Date | Description |
|---|
| 2023-05-06 |
insert founder Jad Chehlawi |
| 2023-05-06 |
delete person Hassan Kenawi |
| 2023-05-06 |
update person_description Jad Chehlawi => Jad Chehlawi |
| 2023-05-06 |
update person_title Jad Chehlawi: Founder, Mangrove Wealth Group, Business Relationship Manager => Founder |
| 2022-04-21 |
delete personal_emails ca..@iaprivatewealth.ca |
| 2022-04-21 |
insert personal_emails sa..@iaprivatewealth.ca |
| 2022-04-21 |
delete person Carla Milad |
| 2022-04-21 |
insert person Saimah Ahmed |
| 2022-02-08 |
delete person Deborah Murgas |
| 2022-02-08 |
update person_title Deven Lad CIM: Investment Advisor => Senior Investment Advisor |
| 2022-02-08 |
update person_title Monica Modestino: Executive Assistant to Carl Achkar / Office Manager => Licensed Assistant to Carl Achkar / Office Manager |
| 2021-06-26 |
delete personal_emails ca..@holliswealth.com |
| 2021-06-26 |
delete personal_emails ca..@holliswealth.com |
| 2021-06-26 |
delete personal_emails pe..@holliswealth.com |
| 2021-06-26 |
insert personal_emails ca..@iaprivatewealth.ca |
| 2021-06-26 |
insert personal_emails ca..@iaprivatewealth.ca |
| 2021-06-26 |
insert personal_emails pe..@iaprivatewealth.ca |
| 2020-10-01 |
insert personal_emails ca..@holliswealth.com |
| 2020-10-01 |
insert person Carla Milad |
| 2020-10-01 |
update person_title Hassan Kenawi: Investment Advisor => Business Relationship Manager |
| 2020-02-19 |
update person_title Deborah Murgas: Licensed Assistant to Jad Chehlawi => Licensed Assistant |
| 2020-02-19 |
update person_title Jad Chehlawi: Portfolio Manager, Insurance AdvisorĖ; Founder => Founder, Mangrove Wealth Group, Business Relationship Manager |
| 2019-09-12 |
update person_title Carl Achkar CIM: Senior Investment Advisor => Portfolio Manager |
| 2019-05-12 |
delete personal_emails mo..@holliswealth.com |
| 2019-05-12 |
delete person Monica Lutz |
| 2019-05-12 |
delete person Paulson Ong |
| 2019-05-12 |
insert person Monica Modestino |
| 2018-06-27 |
insert founder Jad Chehlawi CIM |
| 2018-06-27 |
delete person Arsene Toumani |
| 2018-06-27 |
delete person Monica Modestino |
| 2018-06-27 |
delete person Yemi Okesanjo |
| 2018-06-27 |
insert person Jad Chehlawi CIM |
| 2018-02-03 |
delete personal_emails jo..@holliswealth.com |
| 2018-02-03 |
delete person Bilal Hasanjee |
| 2018-02-03 |
delete person Cole Williams |
| 2018-02-03 |
delete person Joseph Joy |
| 2018-02-03 |
delete person Peter Vu |
| 2017-10-20 |
insert personal_emails jo..@holliswealth.com |
| 2017-10-20 |
insert personal_emails pe..@holliswealth.com |
| 2017-10-20 |
insert person Joseph Joy |
| 2017-10-20 |
insert person Peter Awad |
| 2017-08-01 |
delete personal_emails ca..@holliswealth.com |
| 2017-08-01 |
delete personal_emails ha..@holliswealth.com |
| 2017-08-01 |
delete personal_emails jo..@holliswealth.com |
| 2017-08-01 |
delete personal_emails li..@holliswealth.com |
| 2017-08-01 |
delete personal_emails mi..@holliswealth.com |
| 2017-08-01 |
delete personal_emails mi..@holliswealth.com |
| 2017-08-01 |
delete personal_emails om..@holliswealth.com |
| 2017-08-01 |
delete personal_emails ro..@holliswealth.com |
| 2017-08-01 |
delete personal_emails sh..@holliswealth.com |
| 2017-08-01 |
delete personal_emails su..@holliswealth.com |
| 2017-08-01 |
delete person Carlos Flores CIM |
| 2017-08-01 |
delete person Harpreet Brar |
| 2017-08-01 |
delete person Joel Borges |
| 2017-08-01 |
delete person Linda Hannah |
| 2017-08-01 |
delete person Michael Sanson CIM |
| 2017-08-01 |
delete person Michelle Gualtieri |
| 2017-08-01 |
delete person Omar Baqa |
| 2017-08-01 |
delete person Robert Leombruno |
| 2017-08-01 |
delete person Shayan Hamdani |
| 2017-08-01 |
delete person Susan Troke |
| 2017-08-01 |
insert person Arsene Toumani |
| 2017-08-01 |
insert person Bilal Hasanjee |
| 2017-08-01 |
insert person Peter Vu |
| 2017-08-01 |
insert person Yemi Okesanjo |
| 2017-05-17 |
delete personal_emails le..@holliswealth.com |
| 2017-05-17 |
delete personal_emails me..@holliswealth.com |
| 2017-05-17 |
delete personal_emails mi..@holliswealth.com |
| 2017-05-17 |
insert personal_emails ha..@holliswealth.com |
| 2017-05-17 |
insert personal_emails jo..@holliswealth.com |
| 2017-05-17 |
insert personal_emails mo..@holliswealth.com |
| 2017-05-17 |
delete person Leila Francavilla |
| 2017-05-17 |
delete person Megan Teng |
| 2017-05-17 |
delete person Michelle Church |
| 2017-05-17 |
insert person Cole Williams |
| 2017-05-17 |
insert person Harpreet Brar |
| 2017-05-17 |
insert person Joel Borges |
| 2017-05-17 |
insert person Monica Lutz |
| 2015-03-14 |
delete person Sam Kubursi |
| 2015-03-14 |
insert person Deven Lad |
| 2015-02-14 |
delete person Stanley Chen |
| 2014-11-01 |
update person_title Carl Achkar: Investment Advisor => Senior Investment Advisor |
| 2014-09-30 |
delete personal_emails ca..@holliswealth.com |
| 2014-09-30 |
delete personal_emails ca..@holliswealth.com |
| 2014-09-30 |
delete personal_emails m...@holliswealth.com |
| 2014-09-30 |
delete personal_emails mi..@holliswealth.com |
| 2014-09-30 |
delete personal_emails ro..@holliswealth.com |
| 2014-09-30 |
delete personal_emails su..@holliswealth.com |
| 2014-09-30 |
delete person Melissa Tomasevic |
| 2014-09-30 |
insert person Deborah Murgas |
| 2014-09-30 |
insert person Hassan Kenawi |
| 2014-09-30 |
insert person Jessica Riley |
| 2014-09-30 |
insert person Michelle Church |
| 2014-09-30 |
insert person Shayan Hamdani |
| 2014-09-30 |
insert person Stanley Chen |
| 2014-09-30 |
update person_description Susan Troke => Susan Troke |
| 2014-09-30 |
update person_title Michael Sanson: Senior Investment Advisor => CIM, FCSI, Senior Investment Advisor |
| 2014-09-30 |
update person_title Susan Troke: Executive Assistant to Michael Sanson => Licensed Executive Assistant to Michael Sanson |